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Disclosery

USMV ISHARES TR

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SHS (fund)

1,271 managers (1,285 13F filers) reported a position in USMV shares at 2024-12-31, 186,489,023 shares in all. 74 filers opened a position and 62 filers sold out during the quarter.

Managers
1,271
13F filers
1,285
New
74
Added
340
Reduced
532
Sold out
62
Shares held by filers
186,489,023

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY16,721,946$1.48B0.1%-5,101,98213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,809,681$1.4B0.13%-458,83513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,248,544$1.18B0.43%13F-HR/ATimelineGroup
FMR LLCin group FMR LLC11,672,043$1.04B0.06%-2,481,40913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,175,929$548M0.37%-3,729,07913F-HRTimelineGroup
LPL Financial LLC5,685,914$505M0.21%+328,29113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,901,578$435M0.01%-303,56913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,705,666$418M-319,453Timeline
Alaska Permanent Fund Corp4,702,762$418M6.2%+4,37513F-HRTimeline
UBS Group AGin group UBS Group AG3,866,056$343M0.08%+23,86313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,696,978$328M0.08%-78,50613F-HRTimelineGroup
Millburn Ridgefield LLC /DE/3,651,407$324M8.11%+180,84913F-HRTimeline
Catalyst Capital Advisors LLC3,651,407$324M6.91%+180,84913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,277,464$291M0.02%-209,09713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,271,611$290M0.56%+67,61113F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,205,539$196M0.05%-104,07913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,126,594$189M0.28%-32,83013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,099,340$186M0.4%-34,83513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,963,662$174M0.15%-93,65913F-HRTimelineGroup
Cetera Investment Advisers1,720,784$153M0.32%-103,26513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,697,997$151M0.37%-225,47513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,637,223$145M0.03%-55,90113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,606,337$143M0.39%+10,27013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,479,241$131M0.17%-39,68313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,433,505$125M0.28%+85,97313F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,387,572$123M0.41%-74,43713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,233,606$110M0.14%-108,82913F-HRTimelineGroup
Dynasty Wealth Management, LLC1,203,928$107M1.84%+93,54313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,181,625$105M1.02%+69,37613F-HRTimeline
Mariner, LLCin group Mariner, LLC1,166,670$104M0.17%-12,84813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,126,550$100M+811,070Timeline
Financial Advisors, LLC1,107,267$98.3M18.86%-1,94213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,058,637$94M2.74%-27,42513F-HRTimeline
Quotient Wealth Partners, LLC1,013,519$90M2.94%+12,62213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management981,832$87.2M1.27%-28,58313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp899,305$79.8M0.01%-385,21113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS768,634$68.2M0.19%-142,76213F-HRTimeline
CWM, LLCin group CWM, LLC733,304$65.1M0.27%+4,56413F-HRTimelineGroup
HighTower Advisors, LLC710,775$63.1M0.09%-28,99313F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO707,300$62.8M2.5%new13F-HRTimeline
Horizon Investments, LLC685,008$60.8M1.75%-1,195,19913F-HRTimeline
Steward Partners Investment Advisory, L…632,233$56.1M0.5%+17,25713F-HRTimeline
Janney Montgomery Scott LLC584,971$51.9M0.14%-87213F-HRTimeline
Geneos Wealth Management Inc.554,003$49.2M1.72%+5,54713F-HRTimeline
MAI Capital Management511,862$45.4M0.34%+352,32413F-HRTimeline
Private Advisor Group, LLC506,676$45M0.25%-23,15413F-HRTimeline
ARS Wealth Advisors Group, LLC477,677$42.4M5.83%-42,71113F-HRTimeline
NewEdge Advisors, LLC465,141$41.3M0.25%-45,44313F-HRTimeline
Fragasso Financial Advisors Inc459,752$40.8M3.11%+35,69013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA443,904$39.4M0.2%-5,55513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC441,515$39.2M0.14%-205,13513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC431,062$38.3M0.02%+57,91613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP422,663$37.5M0.04%+1,87313F-HRTimelineGroup
Facet Wealth, Inc.377,579$35M0.93%+29,63613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.389,829$34.6M0.33%+6,18913F-HRTimelineGroup
Klingman & Associates, LLC378,386$33.6M2.07%-6,18113F-HRTimeline
Allianz SEgroup of 2 filers holding376,814$33.5M-435,987Timeline
Integrated Wealth Concepts LLC373,870$33.2M0.39%-260,63913F-HRTimeline
Ball & Co Wealth Management Inc.364,161$32.3M25.73%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC361,850$32.1M0.85%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP360,268$32M0.03%+141,98213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…357,314$31.7M0.12%-12,65113F-HRTimelineGroup
Insight Wealth Strategies, LLC343,489$30.5M4.09%+4,16313F-HRTimeline
High Probability Advisors, LLC340,380$30.2M5.42%+4,92013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding334,380$29.7M+21,123Timeline
Carrera Capital Advisors332,458$29.5M6.91%-189,31713F-HRTimeline
Atria Wealth Solutions, Inc.323,572$28.7M0.32%+8,75913F-HRTimeline
GDS Wealth Management303,904$27M2.46%-23,13013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP301,087$26.7M0.04%-129,19513F-HRTimelineGroup
CHOREO, LLC291,701$25.9M0.37%-4,12213F-HRTimeline
Sovereign Investment Advisors, LLC285,892$25.4M7.55%+1,35413F-HRTimeline
Sequoia Financial Advisors, LLC285,738$25.4M0.24%+281,08413F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 3 filers holding285,557$25.4M-12,355Timeline
Trilogy Capital Inc.281,808$25M1.29%-3,42613F-HRTimeline
OneDigital Investment Advisors LLC280,995$24.9M0.29%-17,99713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…274,126$24.3M0.47%-5,41513F-HRTimelineGroup
Apella Capital, LLC264,526$23.5M0.9%-54,75413F-HRTimeline
Rehmann Capital Advisory Group263,792$23.4M1.48%-12,32913F-HRTimeline
Cornerstone Wealth Management, LLC258,396$22.9M1.55%-21513F-HRTimeline
Well Done, LLC250,574$22.9M4.19%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC254,721$22.6M0.02%-10,50313F-HRTimelineGroup
Capital Advisors, Ltd. LLC253,074$22.5M2.83%-2,45313F-HRTimeline
Executive Wealth Management, LLC249,579$22.2M1.73%-64,64913F-HRTimeline
Ocean Park Asset Management, LLC243,266$21.6M0.73%-412,31813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.241,510$21.4M2.29%-9,24713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC238,365$21.2M0.22%+49,18013F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC234,451$20.8M3.85%-18,79113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.230,042$20.4M0.13%+2,80413F-HRTimeline
Valmark Advisers, Inc.226,996$20.2M0.31%+7,04713F-HRTimeline
Lowe Wealth Advisors, LLC226,763$20.1M8.58%-5,15813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…225,899$20.1M3.4%-58513F-HRTimeline
Cassia Capital Partners, LLC225,505$20M12.77%-5,08613F-HRTimeline
Adaptive Financial Consulting, LLC225,008$20M8.29%-1,25213F-HRTimeline
Journey Advisory Group, LLC234,153$19.7M2.35%013F-HRTimeline
Qube Research & Technologies Ltd220,177$19.5M0.03%+116,58113F-HRTimeline
Symmetry Partners, LLC218,295$19.4M2.76%+90,46513F-HRTimeline
Beacon Pointe Advisors, LLC217,641$19.3M0.21%-22,09013F-HRTimeline
Custos Family Office, LLC215,895$19.2M6.71%+13,25113F-HRTimeline
ALLIANCEBERNSTEIN L.P.212,104$18.8M0.01%-75,85613F-HRTimeline
Sanctuary Advisors, LLC202,854$18.7M0.12%-15,22013F-HRTimeline
Syntegra Private Wealth Group, LLC209,628$18.6M2.1%+1,54113F-HRTimeline
Creative Planningin group Creative Planning208,363$18.5M0.02%-1,18713F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC207,455$18.4M1.39%013F-HRTimeline
COMERICA BANK202,155$17.9M0.07%-6,58913F-HR/ATimeline
Independent Advisor Alliance201,156$17.9M0.24%new13F-HRTimeline
Summit Wealth Partners, LLC199,907$17.7M3.64%-19,97913F-HRTimeline
Wealth Advisors of Iowa, LLC191,357$17M8.57%-26,79013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…190,721$16.9M0.04%+3,31913F-HRTimelineGroup
Lester Murray Antman dba SimplyRich188,264$16.7M4.77%-1,33113F-HRTimeline
INTRUST BANK NA178,808$15.9M1.61%+81513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…174,308$15.5M3.56%+83313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…170,045$15.1M0.15%-129,95513F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…166,151$14.8M5.49%+5,05213F-HRTimeline
Trinity Wealth Management, LLC164,705$14.6M6.62%+4,91113F-HRTimeline
TD Capital Management LLC164,282$14.6M1.48%-5,20013F-HRTimeline
Armbruster Capital Management, Inc.164,237$14.6M2.96%-43013F-HRTimeline
Leelyn Smith, LLC159,336$14.1M2.52%-6,14813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp158,266$14.1M0.05%-31,63013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…155,737$14M0.03%+1,69213F-HRTimelineGroup
Sigma Planning Corp156,650$13.9M0.44%-5,09113F-HRTimeline
Darrow Company, Inc.154,918$13.8M7.98%+1,25613F-HRTimeline
Asset Advisors Investment Management, L…153,262$13.6M1.42%+7,13513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…151,611$13.5M0.11%-4,12913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…150,000$13.3M0.05%-20,00013F-HRTimelineGroup
BARRETT & COMPANY, INC.149,741$13.3M5.61%+3,77413F-HRTimeline
HRT FINANCIAL LP146,754$13M0.07%new13F-HRTimeline
NorthCoast Asset Management LLC146,357$13M0.06%-6,74913F-HR/ATimeline
ENZI WEALTH141,134$12.8M4.87%+4,12413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.143,755$12.8M0.02%+5,40113F-HRTimelineGroup
White Pine Investment CO142,354$12.6M3.41%-6,54713F-HRTimeline
D.A. DAVIDSON & CO.142,216$12.6M0.1%+10,88513F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.142,733$12.5M6.17%+1,35313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments140,284$12.5M0.78%-5,08613F-HRTimelineGroup
Cresset Asset Management, LLC140,105$12.4M0.06%-24,32513F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.137,207$12.2M4.5%-49,06913F-HRTimeline
ANDERSON HOAGLAND & CO135,509$12.2M1.25%-7,72013F-HRTimeline
Tradition Wealth Management, LLC134,749$12M1.05%+1,65213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC133,557$11.9M0.36%-3,49313F-HRTimelineGroup
Flagship Private Wealth, LLC133,080$11.8M5.69%+4,94113F-HRTimeline
KilterHowling LLC126,417$11.7M6.72%+2,06013F-HRTimeline
Pacific Center for Financial Services131,406$11.7M3%+94013F-HRTimeline
BIRCHBROOK, INC.129,482$11.5M6.54%+1,14513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…124,079$11M0.48%-2,03913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP122,614$10.9M0.81%+43613F-HRTimeline
Fortune Financial Advisors, LLC122,298$10.9M9.87%+4,42713F-HRTimeline
Meridian Wealth Advisors, LLC122,026$10.8M1.79%-2,01913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding120,731$10.7M-335Timeline
KWMG, LLC119,583$10.6M1.09%+10513F-HRTimeline
Global Retirement Partners, LLC119,182$10.6M0.3%+3,48213F-HRTimeline
Garrett Wealth Advisory Group, LLC118,986$10.6M2.4%-83113F-HRTimeline
Clearstead Advisors, LLC118,887$10.6M0.16%-10,88513F-HRTimeline
STOCK YARDS BANK & TRUST CO118,883$10.6M0.36%-65,05513F-HRTimeline
Winthrop Capital Management, LLC118,689$10.5M2.8%+56013F-HRTimeline
Capital Planning LLC117,575$10.4M2.74%+56213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC114,356$10.2M0.06%-10,59213F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)112,435$9.98M4.49%-6,11813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC112,088$9.96M0.95%-1,09613F-HR/ATimeline
Modus Advisors, LLC110,738$9.83M3.08%-3,10913F-HRTimeline
Northwest & Ethical Investments L.P.109,700$9.74M0.26%013F-HRTimeline
Beacon Bank & Trust109,474$9.72M2.26%+10,59313F-HRTimeline
MA Private Wealth109,406$9.71M1.82%-1,37513F-HRTimeline
New England Private Wealth Advisors LLC108,944$9.67M1.53%+9,04013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…107,658$9.56M0.01%-658,95413F-HRTimelineGroup
Sowell Financial Services LLC106,917$9.49M0.5%-32013F-HRTimeline
Tyler-Stone Wealth Management106,678$9.47M1.68%-92413F-HRTimeline
Brickley Wealth Management106,533$9.46M1.92%013F-HRTimeline
MONECO ADVISORS, LLC106,524$9.46M1%+66513F-HR/ATimeline
ASPIRIANT, LLC104,673$9.29M0.34%+35213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV104,637$9.29M0.68%+46113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC103,046$9.15M0.83%-39,87013F-HRTimeline
Bellwether Advisors, LLC102,754$9.12M1.63%-50313F-HRTimeline
IHT Wealth Management, LLC102,644$9.11M0.29%-21,29613F-HRTimeline
J.W. COLE ADVISORS, INC.102,004$9.06M0.37%+49713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC101,914$9.05M<0.01%-13,69413F-HRTimelineGroup
JMAC ENTERPRISES LLC100,470$8.92M1.4%+5,47613F-HRTimeline
Bay Rivers Group100,278$8.9M4.32%-55613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK98,510$8.75M0.28%013F-HRTimelineGroup
MorganRosel Wealth Management, LLC98,462$8.74M2.87%-1,85413F-HRTimeline
Legacy Advisory Services, LLC98,281$8.73M7.44%+18,77213F-HRTimeline
Snowden Capital Advisors LLC98,251$8.72M0.27%-95813F-HRTimeline
WIN ADVISORS, INC96,724$8.59M4.16%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.96,708$8.59M0.1%-3,91513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC95,921$8.52M0.07%-83,42413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC94,460$8.39M0.19%-9,07613F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC94,161$8.36M0.27%+6,62213F-HRTimeline
Parallel Advisors, LLC93,736$8.32M0.19%-2,38113F-HRTimeline
&PARTNERS93,340$8.31M0.1%+52,39213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC93,192$8.27M0.41%+36413F-HRTimelineGroup
Sheridan Capital Management, LLC92,620$8.22M5.78%+1,71113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC91,082$8.09M0.18%-4,73813F-HRTimelineGroup
Van Hulzen Asset Management, LLC90,011$7.99M0.58%+2,34313F-HRTimeline
Aptus Capital Advisors, LLC89,751$7.97M0.09%+33,65413F-HRTimeline
BLAIR WILLIAM & CO/IL89,029$7.9M0.02%+62213F-HRTimeline
Gladstone Institutional Advisory LLC87,675$7.78M0.36%-6,70913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…87,362$7.76M3.63%-13,14013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC87,227$7.74M0.58%+34,06613F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.87,029$7.73M3.5%+15,08413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding88,016$7.72M+1,823Timeline
BridgePort Financial Solutions, LLC81,512$7.61M3.44%13F-HRTimeline
Smart Money Group LLC84,713$7.52M2.6%-72613F-HRTimeline