Skip to content
Disclosery

USMV ISHARES TR

Follow

SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-03-31, 190,308,462 shares in all. 106 filers opened a position and 83 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
106
Added
414
Reduced
526
Sold out
83
Shares held by filers
190,308,462

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY17,509,357$1.64B0.12%+787,41113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,078,288$1.32B0.12%-1,731,39313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,123,587$1.23B0.46%-124,95713F-HRTimelineGroup
FMR LLCin group FMR LLC11,070,790$1.04B0.07%-601,25313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,624,202$620M1.19%+3,352,59113F-HRTimeline
LPL Financial LLC5,876,594$550M0.21%+190,68013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,759,372$539M0.28%-416,55713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,870,015$456M+164,349Timeline
BlackRock, Inc.in group BlackRock, Inc.4,701,699$440M0.01%-199,87913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,846,029$360M0.03%+568,56513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,823,522$358M0.09%+126,54413F-HRTimelineGroup
Millburn Ridgefield LLC /DE/3,755,502$352M8.52%+104,09513F-HRTimeline
Catalyst Capital Advisors LLC3,755,502$352M7.2%+104,09513F-HRTimeline
UBS Group AGin group UBS Group AG3,556,459$333M0.07%-309,59713F-HRTimelineGroup
Alaska Permanent Fund Corp2,918,749$270M3.8%-1,784,01313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,440,656$229M0.06%+235,11713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,185,595$205M0.29%+59,00113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,182,869$204M0.42%+83,52913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,832,687$172M0.14%-130,97513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,728,408$162M0.04%+91,18513F-HR/ATimelineGroup
Cetera Investment Advisers1,696,381$159M0.31%-24,40313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,643,022$154M0.42%+36,68513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,529,810$143M0.33%-168,18713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,466,061$137M0.18%-13,18013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,429,212$134M0.3%-4,29313F-HRTimelineGroup
Caisse de depot et placement du Quebec1,395,133$131M0.27%new13F-HRTimeline
Cambridge Investment Research Advisors,…1,299,607$122M0.41%-87,96513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,231,629$115M0.15%-1,97713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC1,224,229$115M1.11%+42,60413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,215,500$114M0.19%+48,83013F-HRTimelineGroup
Geneos Wealth Management Inc.1,205,445$113M1.65%+651,44213F-HRTimeline
Dynasty Wealth Management, LLC1,194,432$112M1.86%-9,49613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,145,700$107M+19,150Timeline
Financial Advisors, LLC1,107,650$104M20.47%+38313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,025,287$96M2.92%-33,35013F-HRTimeline
Quotient Wealth Partners, LLC995,737$93.3M2.98%-17,78213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp983,380$92.1M0.02%+84,07513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management982,584$92M1.32%+75213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS802,897$75.2M0.19%+34,26313F-HRTimeline
Horizon Investments, LLC796,075$74.6M2.22%+111,06713F-HRTimeline
CWM, LLCin group CWM, LLC731,763$68.5M0.27%-1,54113F-HRTimelineGroup
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO707,300$66.2M2.7%013F-HRTimeline
HighTower Advisors, LLC690,846$64.7M0.09%-19,92913F-HRTimeline
Steward Partners Investment Advisory, L…649,460$60.8M0.54%+17,22713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP594,600$55.7M0.12%new13F-HRTimelineGroup
Janney Montgomery Scott LLC578,092$54.1M0.15%-6,87913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…538,501$50.4M0.07%+430,84313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC536,275$50.2M0.17%+94,76013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP535,735$49.7M0.04%+175,46713F-HR/ATimelineGroup
NewEdge Advisors, LLC516,823$48.4M0.29%+51,68213F-HRTimeline
Private Advisor Group, LLC505,966$47.4M0.29%-71013F-HRTimeline
MAI Capital Management502,800$47.1M0.36%-9,06213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA447,207$41.9M0.22%+3,30313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP446,819$41.8M0.04%+24,15613F-HRTimelineGroup
Facet Wealth, Inc.438,785$40.7M1.05%+61,20613F-HRTimeline
Horizon Wealth Management, LLC420,106$39.3M6.63%new13F-HRTimeline
ARS Wealth Advisors Group, LLC413,256$38.7M5.47%-64,42113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC393,324$36.8M0.45%+154,95913F-HRTimelineGroup
Klingman & Associates, LLC377,973$35.4M2.17%-41313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…365,200$34.2M0.14%+7,88613F-HRTimelineGroup
Allianz SEgroup of 2 filers holding358,892$33.6M-17,922Timeline
Integrated Wealth Concepts LLC354,835$33.2M0.39%-19,03513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…353,001$33.1M0.3%+182,95613F-HRTimelineGroup
High Probability Advisors, LLC349,019$32.7M5.45%+8,63913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC333,897$31.3M0.79%-27,95313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP295,353$27.7M0.04%-5,73413F-HRTimelineGroup
GDS Wealth Management294,094$27.5M2.35%-9,81013F-HRTimeline
Rehmann Capital Advisory Group287,628$26.9M1.7%+23,83613F-HRTimeline
Sovereign Investment Advisors, LLC321,472$26.9M9.35%+35,58013F-HRTimeline
Ocean Park Asset Management, LLC285,868$26.8M0.95%+42,60213F-HRTimeline
SYKON CAPITAL LLC280,936$26.3M9.99%new13F-HRTimeline
CHOREO, LLC276,386$25.9M0.4%-15,31513F-HRTimeline
OneDigital Investment Advisors LLC270,589$25.3M0.3%-10,40613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…267,421$25M0.49%-6,70513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding264,370$24.8M-21,187Timeline
Cornerstone Wealth Management, LLC257,086$24.1M1.63%-1,31013F-HRTimeline
Creative Planningin group Creative Planning255,713$24M0.02%+47,35013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC254,155$23.8M0.02%-56613F-HRTimelineGroup
Atria Wealth Solutions, Inc.253,886$23.8M0.29%-69,68613F-HRTimeline
Capital Advisors, Ltd. LLC248,400$23.3M3.06%-4,67413F-HRTimeline
Sequoia Financial Advisors, LLC245,358$23M0.18%-40,38013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding244,179$22.9M-90,201Timeline
Pacific Center for Financial Services241,062$22.6M5.99%+109,65613F-HRTimeline
Well Done, LLC252,107$22.4M4.06%+1,53313F-HRTimeline
Symmetry Partners, LLC238,945$22.4M3.11%+20,65013F-HRTimeline
Journey Advisory Group, LLC233,131$21.8M1.79%-1,02213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.232,942$21.8M0.13%+2,90013F-HRTimeline
FORM Wealth Advisors, LLC230,780$21.6M2.94%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.219,895$20.6M2.21%-21,61513F-HRTimeline
Valmark Advisers, Inc.219,526$20.6M0.31%-7,47013F-HRTimeline
Lowe Wealth Advisors, LLC218,979$20.5M8.71%-7,78413F-HRTimeline
Cassia Capital Partners, LLC218,534$20.5M12.77%-6,97113F-HRTimeline
Adaptive Financial Consulting, LLC218,126$20.4M8.75%-6,88213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…216,768$20.3M3.55%-9,13113F-HRTimeline
Beacon Pointe Advisors, LLC216,341$20.3M0.23%-1,30013F-HRTimeline
Custos Family Office, LLC213,990$20M7.11%-1,90513F-HRTimeline
Ball & Co Wealth Management Inc.212,769$19.9M21.36%-151,39213F-HRTimeline
Lester Murray Antman dba SimplyRich211,915$19.8M5.74%+23,65113F-HRTimeline
Sanctuary Advisors, LLC209,391$19.6M0.14%+6,53713F-HRTimeline
Syntegra Private Wealth Group, LLC208,815$19.6M2.29%-81313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management204,269$19.1M0.05%new13F-HRTimelineGroup
Wealth Advisors of Iowa, LLC195,803$18.3M7.88%+4,44613F-HRTimeline
Flagship Private Wealth, LLC195,422$18.3M8.72%+62,34213F-HRTimeline
Summit Wealth Partners, LLC195,162$18.3M3.71%-4,74513F-HRTimeline
COMERICA BANK194,925$18.3M0.08%-7,23013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments192,909$18.1M1.32%+52,62513F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.191,255$17.9M0.01%-20,84913F-HRTimeline
Apella Capital, LLC198,936$17.9M0.61%-65,59013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.190,837$17.9M0.17%-198,99213F-HRTimelineGroup
INTRUST BANK NA190,710$17.9M1.77%+11,90213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…183,686$17.2M0.04%-7,03513F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC183,567$17.2M2.93%-50,88413F-HRTimeline
Carrera Capital Advisors183,042$17.1M3.8%-149,41613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…176,384$16.1M3.46%+2,07613F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…169,611$15.9M5.64%+3,46013F-HRTimeline
Trinity Wealth Management, LLC165,523$15.5M7.08%+81813F-HRTimeline
Sigma Planning Corp163,872$15.3M0.49%+7,22213F-HRTimeline
Armbruster Capital Management, Inc.163,116$15.3M3.05%-1,12113F-HRTimeline
Asset Advisors Investment Management, L…162,208$15.2M1.6%+8,94613F-HRTimeline
TD Capital Management LLC160,493$15M1.52%-3,78913F-HRTimeline
Darrow Company, Inc.160,202$15M8.37%+5,28413F-HRTimeline
World Investment Advisors159,439$14.9M0.39%+83,97713F-HRTimeline
Financial Enhancement Group LLC161,760$14.6M2.27%+126,19713F-HRTimeline
Leelyn Smith, LLC150,540$14.1M2.51%-8,79613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…150,000$14M0.06%013F-HRTimelineGroup
BARRETT & COMPANY, INC.147,708$13.8M5.95%-2,03313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…145,243$13.6M0.12%-6,36813F-HRTimelineGroup
D.A. DAVIDSON & CO.142,837$13.4M0.11%+62113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp141,793$13.3M0.05%-16,47313F-HRTimelineGroup
Insight Wealth Strategies, LLC140,419$13.2M1.77%-203,07013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.140,246$13.1M4.77%+3,03913F-HRTimeline
MGO ONE SEVEN LLC137,632$12.9M0.5%+75,69313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.137,266$12.9M0.02%-6,48913F-HRTimelineGroup
White Pine Investment CO136,709$12.8M3.45%-5,64513F-HRTimeline
ENZI WEALTH140,638$12.8M5.17%-49613F-HRTimeline
BIRCHBROOK, INC.131,480$12.3M6.92%+1,99813F-HRTimeline
NorthCoast Asset Management LLC130,584$12.2M0.06%-15,77313F-HR/ATimeline
AE Wealth Management LLC130,562$12.2M0.1%+57,66613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC128,125$12M0.36%-5,43213F-HRTimelineGroup
KilterHowling LLC128,587$11.9M7.68%+2,17013F-HRTimeline
Empowered Funds, LLC125,986$11.8M0.17%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC125,957$11.8M0.15%new13F-HRTimeline
Cresset Asset Management, LLC125,768$11.8M0.06%-14,33713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.132,872$11.8M6.14%-9,86113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC123,977$11.6M0.01%-307,08513F-HR/ATimelineGroup
ANDERSON HOAGLAND & CO135,399$11.6M1.37%-11013F-HRTimeline
Fortune Financial Advisors, LLC122,841$11.5M9.92%+54313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP122,822$11.5M0.86%+20813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…122,441$11.5M0.52%-1,63813F-HRTimeline
Meridian Wealth Advisors, LLC122,165$11.4M1.94%+13913F-HRTimeline
KWMG, LLC121,274$11.4M1.16%+1,69113F-HRTimeline
Beacon Bank & Trust118,872$11.1M2.71%+9,39813F-HRTimeline
Garrett Wealth Advisory Group, LLC117,533$11M2.46%-1,45313F-HRTimeline
Capital Planning LLC117,283$11M3.07%-29213F-HRTimeline
Clearstead Advisors, LLC116,890$10.9M0.17%-1,99713F-HRTimeline
Winthrop Capital Management, LLC116,369$10.9M3%-2,32013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)116,135$10.9M4.83%+3,70013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC114,033$10.7M0.06%-32313F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC112,639$10.5M1.05%+55113F-HR/ATimeline
Federation des caisses Desjardins du Qu…111,853$10.5M0.05%+73,22713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC111,121$10.4M2.83%+89,49113F-HRTimeline
Sowell Financial Services LLC110,989$10.4M0.47%+4,07213F-HRTimeline
Modus Advisors, LLC109,748$10.3M3.37%-99013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding108,488$10.2M-12,243Timeline
Atom Investors LP108,214$10.1M1.25%new13F-HRTimeline
MONECO ADVISORS, LLC107,198$10M1.04%+67413F-HR/ATimeline
Brickley Wealth Management106,534$9.98M2.07%+113F-HRTimeline
Rakuten Investment Management, Inc.107,385$9.96M0.05%13F-HRTimeline
Legacy Advisory Services, LLC106,270$9.95M8.4%+7,98913F-HRTimeline
New England Private Wealth Advisors LLC105,480$9.88M1.53%-3,46413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…105,373$9.86M0.02%-50,36413F-HR/ATimelineGroup
Tyler-Stone Wealth Management104,620$9.8M1.76%-2,05813F-HRTimeline
STOCK YARDS BANK & TRUST CO104,017$9.74M0.35%-14,86613F-HRTimeline
Fragasso Financial Advisors Inc103,879$9.73M0.72%-355,87313F-HRTimeline
&PARTNERS104,469$9.69M0.1%+11,12913F-HRTimeline
JMAC ENTERPRISES LLC103,167$9.66M2.29%+2,69713F-HRTimeline
Bellwether Advisors, LLC103,198$9.66M2.02%+44413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV101,944$9.55M0.73%-2,69313F-HRTimeline
MorganRosel Wealth Management, LLC101,661$9.52M2.89%+3,19913F-HRTimeline
IHT Wealth Management, LLC100,154$9.38M0.29%-2,49013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC102,685$9.36M0.79%-36113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC99,166$9.29M0.31%+5,00513F-HRTimeline
Bay Rivers Group99,047$9.28M4.86%-1,23113F-HRTimeline
Snowden Capital Advisors LLC97,810$9.16M0.29%-44113F-HRTimeline
Merit Financial Group, LLC97,585$9.14M0.14%+20,75813F-HRTimeline
Tradition Wealth Management, LLC97,436$9.13M0.8%-37,31313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC96,864$9.07M0.2%+2,40413F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.96,381$9.03M4.19%+9,35213F-HRTimeline
CPC Advisors, LLC94,977$8.9M1.22%+72,66413F-HRTimeline
WIN ADVISORS, INC94,822$8.88M4.56%-1,90213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC94,478$8.85M0.44%+1,28613F-HRTimelineGroup
ASPIRIANT, LLC92,854$8.7M0.3%-11,81913F-HRTimeline
Sheridan Capital Management, LLC91,979$8.61M6.28%-64113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC91,328$8.55M0.07%-4,59313F-HR/ATimelineGroup
MA Private Wealth89,857$8.42M1.58%-19,54913F-HRTimeline
Van Hulzen Asset Management, LLC89,716$8.4M0.77%-29513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding90,737$8.34M+2,721Timeline
BridgePort Financial Solutions, LLC88,564$8.29M3.74%+7,05213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC93,319$8.29M0.19%+2,23713F-HRTimelineGroup
KICKSTAND VENTURES, LLC.87,885$8.23M2.12%+83,61713F-HRTimeline