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Disclosery

USMV ISHARES TR

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SHS (fund)

1,354 managers (1,371 13F filers) reported a position in USMV shares at 2026-03-31, 172,870,802 shares in all. 92 filers opened a position and 93 filers sold out during the quarter.

Managers
1,354
13F filers
1,371
New
92
Added
417
Reduced
576
Sold out
93
Shares held by filers
172,870,802

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FMR LLCin group FMR LLC15,351,246$1.42B0.08%+3,140,29913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,250,677$1.32B0.41%+477,55913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,775,026$1.18B0.09%-248,43213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,748,910$1.18B0.07%-2,487,93113F-HRTimelineGroup
LPL Financial LLC6,281,097$583M0.15%-7,56813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,482,760$416M0.24%-186,24513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,370,460$407M0.89%-2,607,28213F-HRTimeline
Millburn Ridgefield LLC /DE/4,242,597$393M8.46%+489,63713F-HRTimeline
Catalyst Capital Advisors LLC4,242,597$393M7.33%+489,63713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,085,484$379M+332,576Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,543,301$329M0.07%+33,67513F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding3,254,168$302M-169,626Timeline
BlackRock, Inc.in group BlackRock, Inc.3,219,933$299M0.01%-941,85213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,443,495$227M0.05%-364,64913F-HR/ATimelineGroup
Cetera Investment Advisers2,162,456$201M0.21%+39,28913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,906,795$177M0.25%-88,68313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,865,981$171M0.01%-1,676,78213F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,560,042$145M0.13%+28,73313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,558,899$145M0.03%-104,73813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,521,231$141M0.09%-154,00813F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,356,170$126M0.67%+1,117,75213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,343,205$125M0.25%-211,15913F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,336,870$124M0.32%-81,63813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,326,083$123M0.17%+103,38813F-HRTimelineGroup
Horizon Investments, LLC1,303,499$121M1.35%+111,80513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,276,721$118M0.96%+42,62013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,250,600$116M0.1%-1,242,00013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,234,142$114M-35,859Timeline
Geneos Wealth Management Inc.1,143,557$106M2.46%+569,76213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,159,498$106M0.05%+150,72313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,077,889$100M0.15%-189,72413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,075,243$99.7M0.12%+19,96713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management893,614$82.9M0.95%+39,26613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…853,808$79.2M0.09%+1,69013F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC837,287$77.6M3.07%-33,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.818,745$76M0.11%-155,99213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT800,500$74.2M1.29%new13F-HRTimeline
CWM, LLCin group CWM, LLC733,419$68M0.18%-62,31113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS715,391$66.3M0.12%-20,55513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\707,715$65.6M0.08%-20,98813F-HRTimelineGroup
HighTower Advisors, LLC701,950$65.1M0.07%+30,75113F-HRTimeline
MAI Capital Management698,393$64.8M0.37%-14,30113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP656,306$60.9M0.06%+87213F-HRTimelineGroup
Steward Partners Investment Advisory, L…634,361$58.8M0.3%-31,94713F-HRTimeline
NewEdge Advisors, LLC618,327$57.3M0.21%+142,68713F-HR/ATimeline
Janney Montgomery Scott LLC617,480$57.3M0.14%-53,96013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp532,541$49.4M0.01%-4,42713F-HRTimelineGroup
Private Advisor Group, LLC492,726$45.7M0.21%-10,52913F-HRTimeline
Facet Wealth, Inc.465,985$43.2M0.75%+3,44313F-HRTimeline
Caisse de depot et placement du Quebec441,070$40.9M0.07%new13F-HRTimeline
Integrated Wealth Concepts LLC426,378$39.5M0.32%+143,89513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA404,160$37.5M0.18%-21,26913F-HRTimelineGroup
High Probability Advisors, LLC393,657$36.5M4.67%+11,16713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC391,430$36.3M0.01%-138,22913F-HRTimelineGroup
ARS Wealth Advisors Group, LLC366,628$34M2.87%-10,86613F-HRTimeline
MML INVESTORS SERVICES, LLC365,834$33.9M0.09%-142,43713F-HRTimeline
Klingman & Associates, LLC361,598$33.5M1.61%-1,49013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding343,926$31.9M+48,320Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP342,687$31.8M0.04%+5,51113F-HRTimelineGroup
Symmetry Partners, LLC332,924$30.9M1.76%+25,24613F-HRTimeline
Rehmann Capital Advisory Group328,555$30.5M1.59%+20,45613F-HRTimeline
Creative Planningin group Creative Planning327,516$30.4M0.02%+77,20613F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC317,175$29.4M3.97%+5,19213F-HRTimeline
ALLIANCEBERNSTEIN L.P.301,846$28.4M0.01%-16,20513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…301,021$27.9M0.1%-21,03913F-HRTimelineGroup
GDS Wealth Management278,149$25.8M1.55%+13,49013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC266,927$24.8M0.19%-42,74013F-HRTimelineGroup
Cornerstone Wealth Management, LLC256,054$23.7M1.19%+2,29213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC249,200$23.1M0.09%-25,14713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC243,173$22.6M0.41%-18,50313F-HRTimeline
RWA WEALTH PARTNERS, LLC241,999$22.4M0.25%+236,27013F-HRTimeline
Vestcor Inc239,551$22.2M0.61%-181,19713F-HRTimeline
Cassia Capital Partners, LLC239,019$22.2M11.4%+11,52613F-HRTimeline
Meridian Wealth Advisors, LLC236,775$22M2.9%+39,14113F-HRTimeline
Adaptive Financial Consulting, LLC235,579$21.8M8.37%+12,74013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…234,954$21.8M0.3%-1,57713F-HRTimelineGroup
Capital Advisors, Ltd. LLC233,687$21.7M2.46%-8,37013F-HRTimeline
Pacific Center for Financial Services231,033$21.4M5.43%-7,31213F-HRTimeline
Well Done, LLC228,169$21.2M3.11%-16,08013F-HRTimeline
OneDigital Investment Advisors LLC226,716$21M0.21%-7,88213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…225,590$20.9M0.25%new13F-HRTimelineGroup
Journey Advisory Group, LLC218,582$20.3M1.74%-3,55313F-HRTimeline
Lester Murray Antman dba SimplyRich217,943$20.2M5.17%-2,77113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…216,124$20M2.91%-8,40813F-HRTimeline
Sanctuary Advisors, LLC215,810$20M0.11%-10,65313F-HRTimeline
Dynasty Wealth Management, LLC212,459$19.7M0.17%-681,13213F-HRTimeline
ANDERSON HOAGLAND & CO210,228$19.5M1.68%+28,63713F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.205,766$19.5M0.04%+102,88313F-HRTimelineGroup
CHOREO, LLC206,453$19.1M0.24%-10,52613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200,801$18.6M0.01%-32,88313F-HRTimelineGroup
&PARTNERS203,693$18.6M0.09%-8,00213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…200,055$18.6M0.03%-2,50513F-HRTimelineGroup
Wealth Advisors of Iowa, LLC197,331$18.3M5.66%+69513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.191,799$18.1M0.12%-10,30013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…191,280$17.7M0.11%-2,60513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding190,067$17.6M-54,161Timeline
Calamos Advisors LLCgroup of 2 filers holding185,622$17.2M+90,431Timeline
Summit Wealth Partners, LLC182,452$16.9M2.68%-6,24213F-HRTimeline
Valmark Advisers, Inc.181,946$16.9M0.2%-32,84913F-HRTimeline
Independent Advisor Alliance181,404$16.8M0.18%+176,13013F-HRTimeline
Darrow Company, Inc.179,532$16.6M7.5%+4,72613F-HRTimeline
BARRETT & COMPANY, INC.177,987$16.5M5.68%+2,93913F-HRTimeline
Asset Advisors Investment Management, L…174,387$16.2M1.54%+2,36813F-HRTimeline
Merit Financial Group, LLC173,406$16.1M0.12%+33,75813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding172,617$16M+151,197Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…172,101$16M4.69%-1,00213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…169,816$15.7M2.73%-6,68313F-HRTimeline
Trinity Wealth Management, LLC167,481$15.5M5.7%-52213F-HRTimeline
Armbruster Capital Management, Inc.166,058$15.4M2.52%+1,88013F-HRTimeline
Leelyn Smith, LLC164,336$15.2M2.14%+7,23113F-HRTimeline
Sovereign Investment Advisors, LLC160,630$14.9M3.16%+6,69813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.159,813$14.8M1.2%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.157,477$14.6M1.43%-53,86413F-HRTimeline
Modern Wealth Management, LLC156,959$14.5M0.25%+85613F-HRTimeline
Sigma Planning Corp156,526$14.5M0.4%+6,07313F-HRTimeline
Syntegra Private Wealth Group, LLC155,157$14.4M1.37%-31,22213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC150,485$14.1M0.8%-31,28313F-HR/ATimeline
Beacon Bank & Trust151,232$14M2.88%+4,32513F-HRTimeline
Sequoia Financial Advisors, LLC151,073$14M0.08%-5,35713F-HRTimeline
Koenig Investment Advisory, LLC149,232$13.8M11.75%+1,07713F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC145,638$13.5M3.43%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…140,619$13M0.34%+104,21313F-HRTimelineGroup
IFP Advisors, Inc140,507$13M0.27%-1,74113F-HRTimeline
D.A. DAVIDSON & CO.140,014$13M0.08%+59913F-HRTimeline
KilterHowling LLC139,419$12.9M6.52%+2,21413F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.136,874$12.8M5.76%+47813F-HRTimeline
Carrera Capital Advisors138,278$12.8M1.98%-25,95213F-HRTimeline
KWMG, LLC137,176$12.7M1.06%+4,67913F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC134,186$12.4M6.66%+2,39513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC133,131$12.3M0.85%+4,18513F-HRTimeline
BlueStem Wealth Partners, LLC132,339$12.3M1.36%new13F-HRTimeline
TD Capital Management LLC131,500$12.2M1.1%-4,15413F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV131,293$12.2M6.69%+98713F-HRTimeline
White Pine Investment CO129,715$12M2.8%-1,15913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP128,484$11.9M0.66%+4,86513F-HRTimeline
Fortune Financial Advisors, LLC127,079$11.8M6.01%+1,68013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC127,008$11.8M0.27%-16,16813F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.125,821$11.7M4.06%+3513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC123,606$11.5M<0.01%-42,58813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV122,252$11.3M0.58%+32613F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.116,705$10.8M4.24%-51413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding113,676$10.7M+3,206Timeline
Capital Planning LLC114,795$10.6M3.46%-1,61713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…114,115$10.6M0.34%-5,67913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC113,956$10.6M<0.01%-5,31213F-HRTimelineGroup
Apella Capital, LLC109,218$10.4M0.15%-9,60413F-HRTimeline
JMAC ENTERPRISES LLC111,216$10.3M1.98%+2,53213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC110,591$10.3M0.22%-2,14313F-HRTimelineGroup
Legacy Advisory Services, LLC110,547$10.3M7.83%-19,47313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC110,483$10.2M0.22%-63313F-HRTimeline
Garrett Wealth Advisory Group, LLC109,318$10.1M1.8%-2,77513F-HRTimeline
MGO ONE SEVEN LLC108,895$10.1M0.2%+4,98913F-HRTimeline
Gateway Wealth Partners, LLC107,296$9.95M0.39%+57,22813F-HRTimeline
Brickley Wealth Management106,608$9.89M1.7%+10913F-HRTimeline
Cresset Asset Management, LLC106,583$9.88M0.04%-3,40113F-HRTimeline
MONECO ADVISORS, LLC105,812$9.81M0.76%-3,81713F-HRTimeline
Bay Rivers Group105,608$9.79M4.08%+2,49213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…104,387$9.68M0.02%+38,14013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding104,252$9.67M-818Timeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO104,200$9.66M0.35%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP104,200$9.66M0.01%new13F-HRTimelineGroup
COURIER CAPITAL LLC103,911$9.64M0.54%+13,00713F-HR/ATimeline
Flagship Private Wealth, LLC103,595$9.61M3.9%+1,80813F-HRTimeline
Bellwether Advisors, LLC103,565$9.6M1.63%-60113F-HRTimeline
Sowell Financial Services LLC103,559$9.6M0.36%-2,24013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC103,483$9.6M0.14%+15,24113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.103,366$9.59M0.32%+75313F-HRTimeline
Winthrop Capital Management, LLC101,805$9.44M2.42%-10,67913F-HRTimeline
Portfolio Design Labs, LLC101,202$9.39M1.67%-11,73413F-HRTimeline
Snowden Capital Advisors LLC100,402$9.31M0.25%+59313F-HRTimeline
Van Hulzen Asset Management, LLC99,010$9.18M0.68%+85213F-HRTimeline
MA Private Wealth98,668$9.15M1.55%-17213F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV98,148$9.1M8.66%+10913F-HRTimeline
Quantinno Capital Management LP97,794$9.07M0.02%+15,43913F-HRTimeline
New England Private Wealth Advisors LLC97,384$9.03M1.04%-4,19113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC96,445$8.94M0.31%-9,07513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP93,487$8.67M0.01%+84,72913F-HRTimelineGroup
Financial Enhancement Group LLC91,076$8.64M1.07%-112,56113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources92,197$8.55M<0.01%+31,40813F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC92,037$8.54M2.15%+2,76513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC91,655$8.5M0.04%-5,44613F-HRTimelineGroup
EP Wealth Advisors, LLC90,604$8.4M0.04%+15,27713F-HRTimeline
WIN ADVISORS, INC87,613$8.13M3.72%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…87,429$8.11M0.09%-6,22613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.87,132$8.08M0.01%-13,27413F-HRTimelineGroup
Torrey-Payne Wealth Management, LLC87,062$8.07M7.41%+1,34313F-HRTimeline
BridgePort Financial Solutions, LLC87,001$8.07M2.29%-3,77013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp86,002$7.98M0.03%-10,45313F-HR/ATimelineGroup
STOCK YARDS BANK & TRUST CO84,546$7.84M0.24%-5,65513F-HRTimeline
Custos Family Office, LLC83,490$7.74M5.37%-4,18813F-HRTimeline
ASPIRIANT, LLC83,101$7.71M0.22%-10513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC82,983$7.7M0.06%013F-HRTimeline
Able Wealth Management LLC81,559$7.56M2.02%+6,69613F-HRTimeline
Gladstone Institutional Advisory LLC81,273$7.54M0.28%+3,30213F-HRTimeline
IHT Wealth Management, LLC81,233$7.53M0.18%-10,75213F-HRTimeline
Clearstead Advisors, LLC80,348$7.45M0.07%-3,37113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC79,801$7.4M0.35%-5,47613F-HRTimeline
BLAIR WILLIAM & CO/IL79,569$7.38M0.02%-1,77013F-HRTimeline
L. Roy Papp & Associates, LLP78,980$7.32M0.84%-10413F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC77,426$7.18M6.04%-1,65313F-HRTimelineGroup