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Disclosery

USMV ISHARES TR

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SHS (fund)

1,364 managers (1,379 13F filers) reported a position in USMV shares at 2025-12-31, 178,882,147 shares in all. 79 filers opened a position and 83 filers sold out during the quarter.

Managers
1,364
13F filers
1,379
New
79
Added
426
Reduced
540
Sold out
83
Shares held by filers
178,882,147

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY15,236,841$1.43B0.09%+465,87013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,773,118$1.3B0.4%+251,97013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,023,458$1.23B0.09%-771,13713F-HRTimelineGroup
FMR LLCin group FMR LLC12,210,947$1.15B0.06%+2,019,56213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,977,742$660M0.89%+145,84313F-HRTimeline
LPL Financial LLC6,288,665$592M0.16%-258,36113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,669,005$440M0.24%-450,57913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,161,785$392M0.01%-552,00013F-HRTimelineGroup
Millburn Ridgefield LLC /DE/3,752,960$353M8.42%013F-HRTimeline
Catalyst Capital Advisors LLC3,752,960$353M7.26%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,752,908$353M-276,477Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,542,763$334M0.02%+198,47613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,509,626$330M0.06%+35,93013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,423,794$322M-122,184Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,808,144$264M0.06%+217,07213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,492,600$235M0.35%-240,80013F-HRTimelineGroup
Cetera Investment Advisers2,123,167$200M0.22%+52,12813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,995,478$188M0.25%-40,84313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,675,239$158M0.1%-122,02213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,663,637$157M0.03%+39,27113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,554,364$146M0.3%-69,50013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,531,309$144M0.14%+26,16613F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,418,508$134M0.35%+244,90513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,270,001$120M+87,271Timeline
MERCER GLOBAL ADVISORS INC /ADV1,267,613$119M0.18%-18,81313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,234,101$116M0.95%-42,67113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,222,695$115M0.17%+49,55813F-HRTimelineGroup
Horizon Investments, LLC1,191,694$112M1.42%-16,00213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,055,276$99.4M0.12%-161,66713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,008,775$95M0.06%+141,98713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.974,737$91.8M0.13%-113,75713F-HRTimelineGroup
Dynasty Wealth Management, LLC893,591$84.1M0.83%-368,24713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC870,287$81.9M3.11%-37,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management854,348$80.4M0.92%-47,23813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…852,118$80.2M0.09%-46,82813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS800,747$75.4M0.05%+793,17313F-HRTimelineGroup
CWM, LLCin group CWM, LLC795,730$74.9M0.2%+11,20513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS735,946$69.3M0.13%-24,07813F-HRTimeline
Quotient Wealth Partners, LLC732,704$69M1.84%-339,50913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\728,703$68.6M0.08%-51,65813F-HRTimelineGroup
MAI Capital Management712,694$67.1M0.39%+206,72113F-HRTimeline
Janney Montgomery Scott LLC671,440$63.2M0.15%+16,13213F-HRTimeline
HighTower Advisors, LLC671,199$63.2M0.07%-2,35113F-HRTimeline
Steward Partners Investment Advisory, L…666,308$62.7M0.34%-38,27213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP655,434$61.7M0.06%+45,47113F-HRTimelineGroup
Geneos Wealth Management Inc.573,795$54M1.32%+24,16913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp536,968$50.6M0.01%+16,78713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC529,659$49.9M0.02%+29,38813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC508,271$47.9M0.12%+6,27513F-HRTimeline
Private Advisor Group, LLC503,255$47.4M0.22%-7,75013F-HRTimeline
NewEdge Advisors, LLC475,640$44.8M0.16%-20,59113F-HRTimeline
Facet Wealth, Inc.462,542$44M0.78%+17,35713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA425,429$40.1M0.19%13F-HRTimelineGroup
Vestcor Inc420,748$39.6M1.13%+342,61013F-HRTimeline
High Probability Advisors, LLC382,490$36M4.8%+15,94513F-HRTimeline
Qube Research & Technologies Ltd379,398$35.7M0.05%+30,10313F-HRTimeline
ARS Wealth Advisors Group, LLC377,494$35.5M3.21%-16,02013F-HRTimeline
Klingman & Associates, LLC363,088$34.2M1.65%-7,49213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP337,176$31.7M0.04%-282,61113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…322,060$30.3M0.11%-45,37813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.318,051$29.9M0.01%+258,39213F-HRTimeline
Rehmann Capital Advisory Group308,099$29.4M1.53%+9,64113F-HRTimeline
Lineweaver Wealth Advisors, LLC311,983$29.4M4.01%+4,44313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC309,667$29.2M0.25%-22,05113F-HRTimelineGroup
Symmetry Partners, LLC307,678$29M1.71%+11,08813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding295,606$27.8M+13,709Timeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…290,000$27.3M0.05%+172,00013F-HRTimeline
Integrated Wealth Concepts LLC282,483$26.6M0.32%-55,61513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC274,347$26.1M0.1%+6,37813F-HRTimelineGroup
GDS Wealth Management264,659$24.9M1.56%-38,76313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC261,676$24.6M0.45%-21,67713F-HRTimeline
Cornerstone Wealth Management, LLC253,762$23.9M1.24%+5,01813F-HRTimeline
Creative Planningin group Creative Planning250,310$23.6M0.02%-13,35613F-HRTimelineGroup
Well Done, LLC244,249$23M3.44%-3,17013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding244,228$23M+5,519Timeline
Capital Advisors, Ltd. LLC242,057$22.8M2.57%-4,12213F-HRTimeline
Pacific Center for Financial Services238,345$22.7M5.78%013F-HRTimeline
Beacon Pointe Advisors, LLC238,418$22.4M0.16%+5,08713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…236,531$22.3M0.3%-3,40313F-HRTimelineGroup
OneDigital Investment Advisors LLC234,598$22.1M0.22%-6,82913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC233,684$22M0.01%-70,27613F-HRTimelineGroup
Cassia Capital Partners, LLC227,493$21.4M11.59%+10,24513F-HRTimeline
Sanctuary Advisors, LLC226,463$21.3M0.12%-79713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…224,532$21.1M3.05%-3,37313F-HRTimeline
Adaptive Financial Consulting, LLC222,839$21M8.16%+6,97313F-HRTimeline
Journey Advisory Group, LLC222,135$20.9M1.76%+2,87813F-HRTimeline
Lester Murray Antman dba SimplyRich220,714$20.8M5.43%+10,01913F-HRTimeline
CHOREO, LLC216,979$20.6M0.26%-10,79913F-HRTimeline
Valmark Advisers, Inc.214,795$20.2M0.25%-2,17613F-HRTimeline
&PARTNERS211,695$19.9M0.1%+52,00113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.211,341$19.9M1.91%-63113F-HRTimeline
Financial Enhancement Group LLC203,637$19.2M2.5%+38,99813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…202,560$19.1M0.03%+21,18413F-HR/ATimelineGroup
INTRUST BANK NA202,328$19.1M1.58%+7,08513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.202,099$19M0.13%+26,42313F-HRTimelineGroup
Meridian Wealth Advisors, LLC197,634$18.6M2.58%+56,91213F-HRTimeline
Wealth Advisors of Iowa, LLC196,636$18.5M6.08%+3,27213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…193,885$18.3M0.11%+49,07213F-HRTimelineGroup
Summit Wealth Partners, LLC188,694$17.8M3.28%-15,23113F-HRTimeline
Syntegra Private Wealth Group, LLC186,379$17.5M1.61%-4,94513F-HRTimeline
COMERICA BANK186,307$17.5M0.07%-16,54013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC181,768$17.1M1.01%+8,36513F-HRTimeline
ANDERSON HOAGLAND & CO181,591$17.1M1.47%+7,25413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…176,499$16.6M3.01%-2,10713F-HRTimeline
BARRETT & COMPANY, INC.175,048$16.5M5.5%+6,32813F-HRTimeline
Darrow Company, Inc.174,806$16.5M7.4%+2,38313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…173,103$16.3M5.15%+4,63213F-HRTimeline
Asset Advisors Investment Management, L…172,019$16.2M1.49%+2,45513F-HRTimeline
Trinity Wealth Management, LLC168,003$15.8M5.83%+2,34413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC166,194$15.6M<0.01%-54,23113F-HR/ATimelineGroup
Carrera Capital Advisors164,230$15.5M2.6%-9,86213F-HRTimeline
Armbruster Capital Management, Inc.164,178$15.5M2.6%-2,18413F-HRTimeline
TUDOR INVESTMENT CORP ET AL164,073$15.4M0.08%new13F-HRTimeline
Leelyn Smith, LLC157,105$14.8M2.14%+3,44613F-HRTimeline
Sequoia Financial Advisors, LLC156,430$14.7M0.08%-8,51713F-HRTimeline
Modern Wealth Management, LLC156,103$14.7M0.27%-56,36613F-HRTimeline
Sovereign Investment Advisors, LLC153,932$14.5M3.63%-296,12713F-HRTimeline
Koenig Investment Advisory, LLC148,155$14.3M11.63%13F-HRTimeline
Sigma Planning Corp150,453$14.2M0.39%-2,44513F-HRTimeline
Beacon Bank & Trust146,907$13.8M2.81%+10,96413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC143,176$13.5M0.33%-4,92513F-HRTimelineGroup
IFP Advisors, Inc142,248$13.4M0.3%+40,42413F-HRTimeline
Merit Financial Group, LLC139,648$13.1M0.11%+1,94713F-HRTimeline
D.A. DAVIDSON & CO.139,415$13.1M0.08%-20,45113F-HRTimeline
KilterHowling LLC137,205$12.9M6.55%+3,98913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.136,396$12.9M5.79%-1,46213F-HRTimeline
TD Capital Management LLC135,654$12.8M1.13%-11,14013F-HRTimeline
KWMG, LLC132,497$12.5M1.08%+4,48413F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC131,791$12.4M6.53%13F-HRTimeline
White Pine Investment CO130,874$12.3M2.9%+88313F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV130,306$12.3M6.84%13F-HRTimeline
Legacy Advisory Services, LLC130,020$12.2M9.2%+1,21113F-HRTimeline
Insight Wealth Strategies, LLC129,626$12.2M1.4%+78813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC128,946$12.1M0.81%+9,68113F-HR/ATimeline
WEALTH MANAGEMENT RESOURCES, INC.125,786$11.8M4.17%-11,00513F-HRTimeline
Fortune Financial Advisors, LLC125,399$11.8M7.96%-2,09913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP123,619$11.6M0.65%-12,91313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)122,762$11.6M3.86%-40213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV121,926$11.5M0.6%+1,20913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…119,794$11.3M0.39%-1,13313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC119,268$11.2M0.01%-6,42713F-HRTimelineGroup
Apella Capital, LLC118,822$11.2M0.22%-22,21313F-HRTimeline
Atom Investors LP118,443$11.2M0.89%+10,89913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.117,219$11M4.16%+6,94213F-HRTimeline
Capital Planning LLC116,412$10.9M3.05%-71613F-HRTimeline
Portfolio Design Labs, LLC112,936$10.6M1.75%-10,39813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC112,734$10.6M0.22%+2,15213F-HRTimelineGroup
Winthrop Capital Management, LLC112,484$10.6M2.47%-3,88913F-HRTimeline
Garrett Wealth Advisory Group, LLC112,093$10.6M1.99%-2,44613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC111,116$10.5M0.23%-8,94213F-HRTimeline
AE Wealth Management LLC111,002$10.5M0.06%+39,78813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding110,470$10.4M+6,128Timeline
Cresset Asset Management, LLC109,984$10.4M0.04%-57513F-HRTimeline
MONECO ADVISORS, LLC109,629$10.3M0.82%+1,56813F-HRTimeline
JMAC ENTERPRISES LLC108,684$10.2M1.96%+1,94213F-HRTimeline
SG Trading Solutions, LLC108,078$10.2M2.36%13F-HRTimeline
Brickley Wealth Management106,499$10M1.69%+2913F-HRTimeline
Sowell Financial Services LLC105,799$9.96M0.37%-24113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC105,520$9.94M0.34%-6,29213F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding105,070$9.89M-1,672Timeline
Bellwether Advisors, LLC104,166$9.81M1.57%+84813F-HRTimeline
MGO ONE SEVEN LLC103,906$9.78M0.2%-10,35513F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.102,883$9.75M0.03%013F-HRTimelineGroup
Bay Rivers Group103,116$9.71M3.93%+74413F-HRTimeline
Flagship Private Wealth, LLC101,787$9.58M3.77%-18313F-HRTimeline
New England Private Wealth Advisors LLC101,575$9.56M1.19%-3,44713F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,406$9.45M0.01%-1,67713F-HRTimelineGroup
MorganRosel Wealth Management, LLC100,301$9.44M2.36%-5,50313F-HRTimeline
Snowden Capital Advisors LLC99,809$9.4M0.24%+86813F-HRTimeline
MA Private Wealth98,840$9.31M1.55%+3,06013F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV98,039$9.24M8.58%13F-HRTimeline
Van Hulzen Asset Management, LLC98,158$9.24M0.68%+2,85313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC97,101$9.14M0.05%+11,63313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp96,455$9.08M0.03%-4,27513F-HR/ATimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC95,191$8.96M0.31%+32013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…93,655$8.82M0.1%+8,46913F-HRTimelineGroup
IHT Wealth Management, LLC91,985$8.66M0.21%-61913F-HRTimeline
COURIER CAPITAL LLC90,904$8.56M0.48%+12,88013F-HRTimeline
BridgePort Financial Solutions, LLC90,771$8.55M2.3%-76213F-HRTimeline
STOCK YARDS BANK & TRUST CO90,201$8.49M0.26%-5,19413F-HRTimeline
KELLY FINANCIAL GROUP LLC89,272$8.41M2.14%+3,80813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC88,242$8.31M0.13%-1,44913F-HRTimelineGroup
Custos Family Office, LLC87,678$8.26M5.64%-11,66713F-HRTimeline
Torrey-Payne Wealth Management, LLC85,719$8.19M7.34%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC85,978$8.1M0.15%+64,80313F-HRTimeline
J.W. COLE ADVISORS, INC.102,613$8.05M0.2%+8413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC85,277$8.03M0.39%+4,59213F-HRTimeline
Clearstead Advisors, LLC83,719$7.88M0.1%-17,59513F-HRTimeline
Guardian Asset Advisors, LLC83,668$7.88M4.1%+93313F-HRTimeline
ASPIRIANT, LLC83,206$7.83M0.23%-2,24213F-HRTimeline
IBEX WEALTH ADVISORS83,168$7.83M0.77%-1,20613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC82,983$7.81M0.05%+3,90713F-HRTimeline
Quantinno Capital Management LP82,355$7.75M0.02%+19,27613F-HRTimeline
BLAIR WILLIAM & CO/IL81,339$7.66M0.02%-1,84613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…80,000$7.53M0.02%-115,00013F-HRTimelineGroup
Modus Advisors, LLC79,573$7.49M1.98%-25,62913F-HRTimeline
L. Roy Papp & Associates, LLP79,084$7.45M0.82%+3,73613F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC79,079$7.45M6.15%+10,30813F-HRTimelineGroup
Gladstone Institutional Advisory LLC77,971$7.34M0.28%+1,35413F-HRTimeline
Aptus Capital Advisors, LLC77,958$7.34M0.06%+1,42913F-HRTimeline