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Disclosery

USMV ISHARES TR

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SHS (fund)

1,293 managers (1,307 13F filers) reported a position in USMV shares at 2025-09-30, 179,751,376 shares in all. 76 filers opened a position and 68 filers sold out during the quarter.

Managers
1,293
13F filers
1,307
New
76
Added
408
Reduced
554
Sold out
68
Shares held by filers
179,751,376

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MORGAN STANLEYin group MORGAN STANLEY14,770,971$1.41B0.09%+2,237,80613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,794,595$1.31B0.1%+98,22113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,521,148$1.29B0.41%+206,10813F-HRTimelineGroup
FMR LLCin group FMR LLC10,191,385$970M0.05%-392,10313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,831,899$651M0.98%+156,23413F-HRTimeline
LPL Financial LLC6,547,026$623M0.18%+233,28713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,119,584$487M0.3%-340,23713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,713,785$448M0.01%+163,16313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,029,385$383M-936,329Timeline
Millburn Ridgefield LLC /DE/3,752,960$357M8.52%+190,64613F-HRTimeline
Catalyst Capital Advisors LLC3,752,960$357M7.2%+190,64613F-HRTimeline
UBS Group AGin group UBS Group AG3,545,978$337M0.07%+80,05613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,473,696$330M0.07%-184,80613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,344,287$318M0.02%-85,64213F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,733,400$260M0.4%+565,20013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,591,072$247M0.06%-301,76813F-HRTimelineGroup
Cetera Investment Advisers2,071,039$197M0.23%-71,23813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,036,321$194M0.25%-166,02013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,797,261$171M0.11%-106,75113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,624,366$155M0.03%+104,55313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,623,864$154M0.33%-122,39813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,505,143$143M0.15%+10,16213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,286,426$122M0.2%-154,60213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,276,772$121M1.02%+13,17613F-HRTimeline
Dynasty Wealth Management, LLC1,261,838$120M1.6%+84,96913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,216,943$116M0.15%+11,75513F-HRTimelineGroup
Horizon Investments, LLC1,207,696$115M1.51%+61,33313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,182,730$112M+4,152Timeline
Cambridge Investment Research Advisors,…1,173,603$112M0.31%-23,42913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,173,137$112M0.18%+51,39813F-HRTimelineGroup
Financial Advisors, LLC1,086,372$103M18.32%-13,11513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,088,494$103M0.14%-42,81213F-HRTimelineGroup
Quotient Wealth Partners, LLC1,072,213$102M2.79%+52,60813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC907,287$86.3M2.29%+26,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management901,586$85.8M1.02%-26,20913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…898,946$85.5M0.1%+344,48213F-HRTimelineGroup
Junto Capital Management LP894,548$85.1M1.78%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP866,788$81.9M0.06%+142,49213F-HRTimelineGroup
CWM, LLCin group CWM, LLC784,525$74.6M0.22%+23,30213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\780,361$74.2M0.09%-43,50813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS760,024$72.3M0.15%-5,44413F-HRTimeline
Steward Partners Investment Advisory, L…704,580$67M0.38%+3,87313F-HRTimeline
HighTower Advisors, LLC673,550$64.1M0.07%-5,29513F-HRTimeline
Janney Montgomery Scott LLC655,308$62.3M0.15%-3,19313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP619,787$59M0.08%-111,84713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP609,963$58M0.05%+91,12813F-HRTimelineGroup
Geneos Wealth Management Inc.549,626$52.3M1.33%-11,00013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp520,181$49.5M0.01%-687,68313F-HRTimelineGroup
Private Advisor Group, LLC511,005$48.6M0.24%-22,56413F-HRTimeline
MAI Capital Management505,973$48.1M0.3%+7,11813F-HRTimeline
MML INVESTORS SERVICES, LLC501,996$47.8M0.13%-74,27713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC500,271$47.6M0.02%+352,36613F-HR/ATimelineGroup
NewEdge Advisors, LLC496,231$47.2M0.21%-1,23713F-HRTimeline
Sovereign Investment Advisors, LLC450,059$42.8M11.68%-64,61613F-HRTimeline
Facet Wealth, Inc.445,185$42.4M0.88%+5,04413F-HRTimeline
Glenmede Investment Management, LP416,136$39.6M0.19%-24,18313F-HRTimeline
ARS Wealth Advisors Group, LLC393,514$37.4M3.7%-7,82313F-HRTimeline
Klingman & Associates, LLC370,580$35.3M1.78%-4,08013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…367,438$34.9M0.12%+7,64313F-HRTimelineGroup
High Probability Advisors, LLC366,545$34.9M4.78%+16,22913F-HRTimeline
Qube Research & Technologies Ltd349,295$33.2M0.05%+104,53113F-HRTimeline
Integrated Wealth Concepts LLC338,098$32.2M0.29%-6,13513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC331,718$31.6M0.25%-144,17413F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC307,540$29.3M4.29%+56013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management306,619$29.2M0.06%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC303,960$28.9M0.02%+120,58013F-HRTimelineGroup
GDS Wealth Management303,422$28.9M1.91%+5,69713F-HRTimeline
Rehmann Capital Advisory Group298,458$28.4M1.55%+13,65513F-HRTimeline
Symmetry Partners, LLC296,590$28.2M3.07%+33,42613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC283,353$27M0.53%-30,54313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding281,897$26.8M-4,363Timeline
Lido Advisors, LLCin group Lido Advisors, LLC267,969$25.5M0.1%+160,14113F-HRTimelineGroup
Creative Planningin group Creative Planning263,666$25.1M0.02%-2,87213F-HRTimelineGroup
Cornerstone Wealth Management, LLC248,744$23.7M1.31%-4,79813F-HRTimeline
Well Done, LLC247,419$23.5M4.01%+3,40513F-HRTimeline
Capital Advisors, Ltd. LLC246,179$23.4M2.64%-2,23113F-HRTimeline
OneDigital Investment Advisors LLC241,427$23M0.24%-12,00813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…239,934$22.8M0.31%-15,73213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding238,709$22.7M-1,907Timeline
Pacific Center for Financial Services238,345$22.7M5.78%-1,48713F-HRTimeline
Beacon Pointe Advisors, LLC233,331$22.2M0.19%+15,43813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…195,000$22M0.07%+5,80013F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…227,905$21.7M3.17%+1,10713F-HRTimeline
CHOREO, LLC227,778$21.7M0.28%-4,94113F-HRTimeline
Sanctuary Advisors, LLC227,260$21.6M0.12%+10,57113F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC220,425$21M<0.01%+97,88413F-HRTimelineGroup
Journey Advisory Group, LLC219,257$20.9M1.54%-1,35613F-HRTimeline
Hansen & Associates Financial Group, In…21,948$20.7M8.67%new13F-HRTimeline
Lowe Wealth Advisors, LLC217,277$20.7M7.55%-3,15613F-HRTimeline
Cassia Capital Partners, LLC217,248$20.7M11.29%+3,18413F-HRTimeline
Valmark Advisers, Inc.216,971$20.6M0.27%-2,98513F-HRTimeline
Adaptive Financial Consulting, LLC215,866$20.5M8.21%+1,48113F-HRTimeline
Modern Wealth Management, LLC212,469$20.2M0.4%+152,59013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.211,972$20.2M1.94%-3,55013F-HRTimeline
Lester Murray Antman dba SimplyRich210,695$20M5.41%-8,28013F-HRTimeline
Summit Wealth Partners, LLC203,925$19.4M3.5%+25713F-HRTimeline
COMERICA BANK202,847$19.3M0.07%+42513F-HRTimeline
INTRUST BANK NA195,243$18.6M1.55%+3,14113F-HRTimeline
Wealth Advisors of Iowa, LLC193,364$18.4M6.26%-1,25213F-HRTimeline
Syntegra Private Wealth Group, LLC191,324$18.2M1.72%-8,37413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…181,376$17.3M0.03%-3,71413F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…178,606$17M3.2%+1,62413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.175,676$16.7M0.12%+28713F-HRTimelineGroup
ANDERSON HOAGLAND & CO174,337$16.6M1.49%+38,98013F-HRTimeline
Carrera Capital Advisors174,092$16.6M2.97%+2,02013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC173,403$16.5M1.12%+6,60313F-HRTimeline
Darrow Company, Inc.172,423$16.3M7.58%+8,09813F-HRTimeline
Asset Advisors Investment Management, L…169,564$16.1M1.53%+3,47513F-HRTimeline
BARRETT & COMPANY, INC.168,720$16.1M5.5%+10,07713F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…168,471$16M5.27%-3,79713F-HRTimeline
Armbruster Capital Management, Inc.166,362$15.8M2.69%-72913F-HRTimeline
Trinity Wealth Management, LLC165,659$15.8M5.91%-72913F-HRTimeline
Financial Enhancement Group LLC164,639$15.7M2.11%+73513F-HRTimeline
Sequoia Financial Advisors, LLC164,947$15.7M0.1%-11,29913F-HRTimeline
D.A. DAVIDSON & CO.159,866$15.2M0.1%+24,19613F-HRTimeline
&PARTNERS159,694$15.2M0.1%+35,07113F-HRTimeline
Leelyn Smith, LLC153,659$14.6M2.2%+2,22713F-HRTimeline
Sigma Planning Corp152,898$14.5M0.41%-8,02913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC148,101$14.1M0.34%+11,19813F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …147,508$14M0.36%-33,42213F-HRTimelineGroup
TD Capital Management LLC146,794$14M1.26%-8,95513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…144,813$13.8M0.1%-2,28613F-HRTimelineGroup
Meridian Wealth Advisors, LLC140,722$13.4M1.9%+3,97513F-HRTimeline
ENZI WEALTH141,799$13.2M4.65%+1,58313F-HRTimeline
Apella Capital, LLC141,035$13.2M0.29%-26,36813F-HRTimeline
Merit Financial Group, LLC137,701$13.1M0.12%+48113F-HR/ATimeline
WEALTH MANAGEMENT RESOURCES, INC.136,791$13M4.21%+69913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP136,532$13M0.8%+2,86713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.137,858$13M5.94%+4,80313F-HRTimeline
Beacon Bank & Trust135,943$12.9M2.78%+8,26713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.135,589$12.9M0.11%-26,10713F-HRTimelineGroup
KilterHowling LLC133,216$12.7M7.06%+2,54113F-HRTimeline
White Pine Investment CO129,991$12.4M2.93%-2,20713F-HRTimeline
Insight Wealth Strategies, LLC128,838$12.3M1.44%-10,80413F-HRTimeline
Legacy Advisory Services, LLC128,809$12.3M9.24%+3,26813F-HRTimeline
KWMG, LLC128,013$12.2M1.07%+5,16913F-HRTimeline
Fortune Financial Advisors, LLC127,498$12.1M9.13%+99113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC125,695$12M0.01%+20,07813F-HRTimelineGroup
Portfolio Design Labs, LLC123,334$11.7M2.01%-246,02013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)123,164$11.7M4.12%+3,35813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…120,927$11.5M0.39%-58913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV120,717$11.5M0.72%-9,90813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC120,058$11.4M0.27%+8,01313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC119,265$11.3M0.88%+26013F-HR/ATimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…118,000$11.2M0.02%-200,00013F-HRTimeline
Capital Planning LLC117,128$11.1M3.25%+1,19013F-HRTimeline
Winthrop Capital Management, LLC116,373$11.1M2.68%+4,81613F-HRTimeline
NorthCoast Asset Management LLC116,107$11M0.04%-7,80713F-HRTimeline
Garrett Wealth Advisory Group, LLC114,539$10.9M2.12%-1,00113F-HRTimeline
MGO ONE SEVEN LLC114,261$10.9M0.25%+27,13913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC111,812$10.6M0.38%-196,30213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC110,582$10.5M0.21%+3,39613F-HRTimelineGroup
Cresset Asset Management, LLC110,559$10.5M0.05%-1,10213F-HR/ATimeline
KENNEDY INVESTMENT GROUP, INC.110,277$10.5M4.17%+8,88813F-HRTimeline
MONECO ADVISORS, LLC108,061$10.3M0.86%-3,67213F-HRTimeline
Atom Investors LP107,544$10.2M0.78%-4,96413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding106,742$10.2M-899Timeline
JMAC ENTERPRISES LLC106,742$10.2M2.01%+1,86813F-HRTimeline
Brickley Wealth Management106,470$10.1M1.77%+24513F-HRTimeline
Sowell Financial Services LLC106,040$10.1M0.39%-5,96913F-HRTimeline
MorganRosel Wealth Management, LLC105,804$10.1M2.61%-10,82013F-HRTimeline
Modus Advisors, LLC105,202$10M2.72%-4,37613F-HRTimeline
New England Private Wealth Advisors LLC105,022$9.99M1.32%+46113F-HRTimeline
Bellwether Advisors, LLC103,318$9.83M1.63%+39513F-HRTimeline
J.W. COLE ADVISORS, INC.102,529$9.75M0.19%-6,26213F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.102,883$9.75M0.03%13F-HRTimelineGroup
Bay Rivers Group102,372$9.74M4.1%+1,39613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.102,083$9.71M0.02%-43,66513F-HRTimelineGroup
Flagship Private Wealth, LLC101,970$9.7M3.9%-74,11213F-HRTimeline
IFP Advisors, Inc101,824$9.69M0.25%+43,42413F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding104,342$9.68M+4,033Timeline
Clearstead Advisors, LLC101,314$9.64M0.14%-11,11813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp100,730$9.58M0.03%-32,19413F-HRTimelineGroup
Custos Family Office, LLC99,345$9.45M5.34%-114,17313F-HRTimeline
Snowden Capital Advisors LLC98,941$9.41M0.26%+31813F-HRTimeline
MA Private Wealth95,780$9.11M1.53%+41413F-HRTimeline
STOCK YARDS BANK & TRUST CO95,395$9.08M0.28%-2,60913F-HRTimeline
Van Hulzen Asset Management, LLC95,305$9.07M0.67%+3,73213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC94,871$9.03M0.33%+39113F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.93,310$8.88M0.17%+86,60913F-HRTimeline
IHT Wealth Management, LLC92,604$8.81M0.22%-6,86713F-HRTimeline
BridgePort Financial Solutions, LLC91,533$8.71M2.34%-1,54913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC89,691$8.53M0.14%+1,51013F-HRTimelineGroup
Per Stirling Capital Management, LLC.87,776$8.35M1%-20813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC85,468$8.13M0.05%-3,75713F-HR/ATimelineGroup
KELLY FINANCIAL GROUP LLC85,464$8.13M2.16%+6,38113F-HRTimeline
ASPIRIANT, LLC85,448$8.13M0.25%-1,12113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…85,186$8.1M0.14%+1,20113F-HRTimelineGroup
Parallel Advisors, LLC84,520$8.04M0.15%-11,28113F-HRTimeline
IBEX WEALTH ADVISORS84,374$8.03M0.77%-43013F-HRTimeline
BLAIR WILLIAM & CO/IL83,185$7.91M0.02%-5,52913F-HRTimeline
Guardian Asset Advisors, LLC82,735$7.87M4.24%+78,68413F-HRTimeline
Mann Financial Group, Inc.81,847$7.79M7.69%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC80,685$7.68M0.46%+1,71813F-HRTimeline
Elevation Capital Advisory, LLC79,645$7.58M3.03%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC79,076$7.52M0.05%013F-HRTimeline
Prospera Financial Services Inc78,604$7.48M0.13%-2,07813F-HRTimeline
Vestcor Inc78,138$7.43M0.22%-36,82313F-HRTimeline
COURIER CAPITAL LLC78,024$7.42M0.43%+6,50513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…77,599$7.38M2.71%-4,09813F-HRTimeline