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Disclosery

USMV ISHARES TR

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SHS (fund)

1,290 managers (1,302 13F filers) reported a position in USMV shares at 2025-06-30, 180,894,166 shares in all. 72 filers opened a position and 74 filers sold out during the quarter.

Managers
1,290
13F filers
1,302
New
72
Added
450
Reduced
527
Sold out
74
Shares held by filers
180,894,166

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,696,374$1.29B0.1%-381,91413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,315,040$1.25B0.43%+191,45313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,533,165$1.18B0.08%-4,976,19213F-HRTimelineGroup
FMR LLCin group FMR LLC10,583,488$993M0.06%-487,30213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,675,665$629M1.04%+51,46313F-HRTimeline
LPL Financial LLC6,313,739$593M0.2%+437,14513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,459,821$513M0.33%-299,55113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,965,714$466M+95,699Timeline
BlackRock, Inc.in group BlackRock, Inc.4,550,622$427M0.01%-151,07713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,658,502$343M0.08%-165,02013F-HRTimelineGroup
Millburn Ridgefield LLC /DE/3,562,314$334M8.05%-193,18813F-HRTimeline
Catalyst Capital Advisors LLC3,562,314$334M6.75%-193,18813F-HRTimeline
UBS Group AGin group UBS Group AG3,465,922$325M0.07%-90,53713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,429,929$322M0.02%-416,10013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,892,840$272M0.07%+452,18413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,202,341$207M0.27%+16,74613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,168,200$204M0.37%+1,573,60013F-HRTimelineGroup
Cetera Investment Advisers2,142,277$201M0.34%+445,89613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,904,012$179M0.13%+71,32513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,746,262$164M0.39%+103,24013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,519,813$143M0.03%-208,59513F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,494,981$140M0.16%+28,92013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,441,028$135M0.3%-88,78213F-HRTimeline
Caisse de depot et placement du Quebec1,304,692$122M0.26%-90,44113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,263,596$119M1.07%+39,36713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,207,864$113M0.02%+224,48413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,205,188$113M0.16%-10,31213F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,197,032$112M0.34%-102,57513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,178,578$111M+32,878Timeline
Dynasty Wealth Management, LLC1,176,869$110M1.88%-17,56313F-HRTimeline
Horizon Investments, LLC1,146,363$108M1.7%+350,28813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,131,306$106M0.19%-297,90613F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,121,739$105M0.19%-1,061,13013F-HRTimelineGroup
Financial Advisors, LLC1,099,487$103M19.22%-8,16313F-HRTimeline
Quotient Wealth Partners, LLC1,019,605$95.7M2.82%+23,86813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management927,795$87.1M1.14%-54,78913F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC881,287$82.7M2.36%-144,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\823,869$77.3M0.1%-407,76013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS765,468$71.9M0.16%-37,42913F-HRTimeline
CWM, LLCin group CWM, LLC761,223$71.5M0.25%+29,46013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP731,634$68.7M0.1%+436,28113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP724,296$67.4M0.05%+188,56113F-HRTimelineGroup
Steward Partners Investment Advisory, L…700,707$65.8M0.51%+51,24713F-HRTimeline
HighTower Advisors, LLC678,845$63.7M0.08%-12,00113F-HRTimeline
Janney Montgomery Scott LLC658,501$61.8M0.16%+80,40913F-HRTimeline
MML INVESTORS SERVICES, LLC576,273$54.1M0.16%+39,99813F-HRTimeline
Geneos Wealth Management Inc.560,626$52.6M1.29%-644,81913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…554,464$52M0.07%+15,96313F-HRTimelineGroup
Private Advisor Group, LLC533,569$50.1M0.27%+27,60313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP518,835$48.7M0.05%+72,01613F-HRTimelineGroup
Sovereign Investment Advisors, LLC514,675$48.3M13.29%+193,20313F-HRTimeline
MAI Capital Management498,855$46.8M0.33%-3,94513F-HRTimeline
NewEdge Advisors, LLC497,468$46.7M0.24%-19,35513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC475,892$44.7M0.41%+82,56813F-HRTimelineGroup
Glenmede Investment Management, LP440,319$41.3M0.21%13F-HRTimeline
Facet Wealth, Inc.440,141$40.8M0.93%+1,35613F-HRTimeline
ARS Wealth Advisors Group, LLC401,337$37.7M4.35%-11,91913F-HRTimeline
Klingman & Associates, LLC374,660$35.2M1.94%-3,31313F-HRTimeline
Portfolio Design Labs, LLC369,354$34.7M6.81%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…359,795$33.8M0.13%-5,40513F-HRTimelineGroup
High Probability Advisors, LLC350,316$32.9M4.92%+1,29713F-HRTimeline
Integrated Wealth Concepts LLC344,233$32.3M0.32%-10,60213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…318,000$29.9M0.06%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC313,896$29.5M0.63%-20,00113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC308,114$28.9M1.13%+282,77813F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC306,980$28.8M4.55%+123,41313F-HRTimeline
GDS Wealth Management297,725$27.9M2.04%+3,63113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding286,260$26.9M+42,081Timeline
Ocean Park Asset Management, LLC285,868$26.8M0.95%013F-HRTimeline
Rehmann Capital Advisory Group284,803$26.7M1.62%-2,82513F-HRTimeline
Berkshire Money Management, Inc.270,650$25.4M2.67%new13F-HRTimeline
Creative Planningin group Creative Planning266,538$25M0.02%+10,82513F-HRTimelineGroup
Symmetry Partners, LLC263,164$24.7M3.04%+24,21913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…255,666$24M0.39%-11,75513F-HRTimelineGroup
Cornerstone Wealth Management, LLC253,542$23.8M1.44%-3,54413F-HRTimeline
OneDigital Investment Advisors LLC253,435$23.8M0.26%-17,15413F-HRTimeline
Capital Advisors, Ltd. LLC248,410$23.3M2.88%+1013F-HRTimeline
Qube Research & Technologies Ltd244,764$23M0.03%+201,48313F-HRTimeline
Well Done, LLC244,014$22.9M4.3%-8,09313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.240,616$22.6M0.31%-23,75413F-HRTimelineGroup
Pacific Center for Financial Services239,832$22.5M6.11%-1,23013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.237,558$22.3M0.12%+4,61613F-HRTimeline
CHOREO, LLC232,719$21.8M0.3%-43,66713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…226,798$21.3M3.41%+10,03013F-HRTimeline
Journey Advisory Group, LLC220,613$20.7M1.61%-12,51813F-HRTimeline
Lowe Wealth Advisors, LLC220,433$20.7M8.08%+1,45413F-HRTimeline
Valmark Advisers, Inc.219,956$20.6M0.29%+43013F-HRTimeline
Lester Murray Antman dba SimplyRich218,975$20.6M5.73%+7,06013F-HRTimeline
Ball & Co Wealth Management Inc.218,731$20.5M21.88%+5,96213F-HRTimeline
Beacon Pointe Advisors, LLC217,893$20.5M0.21%+1,55213F-HRTimeline
Sanctuary Advisors, LLC216,689$20.3M0.13%+7,29813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.215,522$20.2M2.08%-4,37313F-HRTimeline
Adaptive Financial Consulting, LLC214,385$20.1M8.4%-3,74113F-HRTimeline
Cassia Capital Partners, LLC214,064$20.1M12.09%-4,47013F-HRTimeline
Custos Family Office, LLC213,518$20M6.39%-47213F-HRTimeline
Summit Wealth Partners, LLC203,668$19.1M3.65%+8,50613F-HRTimeline
COMERICA BANK202,422$19M0.07%+7,49713F-HRTimeline
Syntegra Private Wealth Group, LLC199,698$18.7M1.91%-9,11713F-HRTimeline
ALLIANCEBERNSTEIN L.P.197,483$18.5M0.01%+6,22813F-HRTimeline
Wealth Advisors of Iowa, LLC194,616$18.3M6.83%-1,18713F-HRTimeline
INTRUST BANK NA192,102$18M1.6%+1,39213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…189,200$17.8M0.06%+39,20013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…185,090$17.4M0.04%+1,40413F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC183,380$17.2M0.01%-70,77513F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …180,930$17M0.48%new13F-HRTimelineGroup
AAF Wealth Management, LLC180,124$16.9M7.7%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…176,982$16.6M3.32%+59813F-HRTimeline
Sequoia Financial Advisors, LLC176,246$16.5M0.11%-69,11213F-HRTimeline
Flagship Private Wealth, LLC176,082$16.5M7.03%-19,34013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.175,389$16.5M0.14%-15,44813F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…172,268$16.2M5.28%+2,65713F-HRTimeline
Carrera Capital Advisors172,072$16.2M3.25%-10,97013F-HRTimeline
Apella Capital, LLC167,403$15.7M0.43%-31,53313F-HRTimeline
Armbruster Capital Management, Inc.167,091$15.7M2.84%+3,97513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC166,800$15.7M1.19%+64,11513F-HRTimeline
Trinity Wealth Management, LLC166,388$15.6M6.2%+86513F-HRTimeline
Asset Advisors Investment Management, L…166,089$15.6M1.54%+3,88113F-HRTimeline
Darrow Company, Inc.164,325$15.4M7.81%+4,12313F-HRTimeline
Financial Enhancement Group LLC163,904$15.2M2.17%+2,14413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.161,696$15.2M0.14%+78,61913F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Sigma Planning Corp160,927$15.1M0.45%-2,94513F-HRTimeline
BARRETT & COMPANY, INC.158,643$14.9M5.58%+10,93513F-HRTimeline
TD Capital Management LLC155,749$14.6M1.38%-4,74413F-HRTimeline
Leelyn Smith, LLC151,432$14.2M2.33%+89213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC147,905$13.9M0.01%+23,92813F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…147,099$13.8M0.11%+1,85613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.145,748$13.7M0.02%+8,48213F-HRTimelineGroup
Insight Wealth Strategies, LLC139,642$13.2M1.66%-77713F-HRTimeline
ENZI WEALTH140,216$13M4.76%-42213F-HRTimeline
Merit Financial Group, LLC137,220$12.9M0.14%+39,63513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC136,903$12.9M0.34%+8,77813F-HRTimelineGroup
Meridian Wealth Advisors, LLC136,747$12.8M2.03%+14,58213F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.136,092$12.8M4.36%-4,15413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.135,922$12.8M0.92%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.135,670$12.7M0.09%-7,16713F-HRTimeline
ANDERSON HOAGLAND & CO135,357$12.7M1.21%-4213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP133,665$12.5M0.84%+10,84313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp132,924$12.5M0.04%-8,86913F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.133,055$12.4M5.88%+18313F-HRTimeline
White Pine Investment CO132,198$12.4M3.1%-4,51113F-HRTimeline
KilterHowling LLC130,675$12.3M7.31%+2,08813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV130,625$12.3M0.84%+28,68113F-HRTimeline
BIRCHBROOK, INC.129,631$12.2M6.52%-1,84913F-HRTimeline
Beacon Bank & Trust127,676$12M2.74%+8,80413F-HRTimeline
Fortune Financial Advisors, LLC126,507$11.9M9.55%+3,66613F-HRTimeline
Legacy Advisory Services, LLC125,541$11.8M9.34%+19,27113F-HRTimeline
&PARTNERS124,623$11.7M0.09%+20,15413F-HRTimeline
NorthCoast Asset Management LLC123,914$11.6M0.05%-6,67013F-HRTimeline
KWMG, LLC122,844$11.5M1.08%+1,57013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC122,541$11.5M<0.01%+81,82213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…121,516$11.4M0.44%-92513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)119,806$11.2M4.89%+3,67113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC119,005$11.2M1%+6,36613F-HR/ATimeline
MorganRosel Wealth Management, LLC116,624$10.9M2.99%+14,96313F-HRTimeline
Capital Planning LLC115,938$10.9M3.42%-1,34513F-HRTimeline
Garrett Wealth Advisory Group, LLC115,540$10.8M2.29%-1,99313F-HRTimeline
Vestcor Inc114,961$10.8M0.33%+105,63013F-HRTimeline
Atom Investors LP112,508$10.6M0.94%+4,29413F-HRTimeline
Clearstead Advisors, LLC112,432$10.6M0.15%-4,45813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC112,045$10.5M0.32%+12,87913F-HRTimeline
Sowell Financial Services LLC112,009$10.5M0.43%+1,02013F-HRTimeline
MONECO ADVISORS, LLC111,733$10.5M0.98%+4,53513F-HRTimeline
Cresset Asset Management, LLC111,661$10.5M0.05%-14,10713F-HR/ATimeline
Winthrop Capital Management, LLC111,557$10.5M2.65%-4,81213F-HRTimeline
Modus Advisors, LLC109,578$10.3M3.06%-17013F-HRTimeline
J.W. COLE ADVISORS, INC.108,791$10.2M0.22%+25,00213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC107,828$10.1M0.05%-6,20513F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding107,641$10.1M-847Timeline
Ancora Advisors LLCin group Ancora Advisors LLC107,186$10.1M0.21%+10,32213F-HRTimelineGroup
Brickley Wealth Management106,225$9.97M1.95%-30913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC105,617$9.91M0.01%+25,36013F-HRTimelineGroup
JMAC ENTERPRISES LLC104,874$9.84M2.11%+1,70713F-HRTimeline
New England Private Wealth Advisors LLC104,561$9.76M1.43%-91913F-HRTimeline
Bellwether Advisors, LLC102,923$9.66M1.65%-27513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.101,389$9.52M4.04%+5,00813F-HRTimeline
Tyler-Stone Wealth Management101,023$9.48M1.53%-3,59713F-HRTimeline
Bay Rivers Group100,976$9.48M4.34%+1,92913F-HRTimeline
IHT Wealth Management, LLC99,471$9.34M0.26%-68313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding100,309$9.31M+9,572Timeline
Snowden Capital Advisors LLC98,623$9.26M0.27%+81313F-HRTimeline
STOCK YARDS BANK & TRUST CO98,004$9.2M0.31%-6,01313F-HRTimeline
Tradition Wealth Management, LLC96,822$9.09M0.73%-61413F-HRTimeline
Parallel Advisors, LLC95,801$8.99M0.18%+9,99313F-HRTimeline
MA Private Wealth95,366$8.95M1.6%+5,50913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC94,480$8.87M0.38%+213F-HRTimelineGroup
BridgePort Financial Solutions, LLC93,082$8.74M2.9%+4,51813F-HRTimeline
Sheridan Capital Management, LLC91,785$8.62M5.94%-19413F-HRTimeline
Van Hulzen Asset Management, LLC91,573$8.6M0.72%+1,85713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC89,225$8.38M0.06%-2,10313F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL88,714$8.33M0.02%+1,12013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC88,181$8.28M0.16%-5,13813F-HRTimelineGroup
Per Stirling Capital Management, LLC.87,984$8.26M1.08%+1,57513F-HRTimeline
MGO ONE SEVEN LLC87,122$8.18M0.26%-50,51013F-HRTimeline
ASPIRIANT, LLC86,569$8.13M0.26%-6,28513F-HRTimeline
PECAUT & CO.86,268$8.1M2.69%+2,67313F-HRTimeline
Atria Wealth Solutions, Inc.84,757$7.97M0.18%-169,12913F-HRTimeline
IBEX WEALTH ADVISORS84,804$7.96M0.85%+23,03313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…83,985$7.88M0.15%+27,41813F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.83,381$7.83M3.24%+1,77813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…81,697$7.67M3.07%-77513F-HRTimeline