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Disclosery

USMV ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 78 13F filers report a position in USMV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
KWMG, LLC153,852$15M1.08%+9,41813F-HRTimeline
Koenig Investment Advisory, LLC148,040$14.4M10.56%-2,07313F-HRTimeline
Capital Planning LLC107,659$10.5M2.79%-55013F-HRTimeline
Apella Capital, LLC97,265$9.68M0.12%-6,07713F-HRTimeline
Financial Enhancement Group LLC92,840$9.24M1.06%+42513F-HRTimeline
Invariant Investment Management52,585$5.16M2.99%+72213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP48,414$4.72M0.33%-1,42913F-HRTimelineGroup
Montecito Bank & Trust45,269$4.41M0.67%-10013F-HRTimeline
Wealth Enhancement Trust Services, Inc.44,937$4.38M0.47%+10,56013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION40,115$3.91M0.28%+31,27913F-HRTimeline
McNaughton Wealth Management, LLC39,565$3.86M1.35%-1,27813F-HRTimeline
First Heartland Consultants, Inc.39,196$3.82M0.25%+77013F-HRTimeline
Delta Wealth Advisors LLC38,441$3.75M2.57%-13213F-HRTimeline
Weaver Consulting Group38,111$3.71M0.72%+8313F-HRTimeline
Farther Finance Advisors, LLC34,447$3.36M0.02%-4,08913F-HRTimeline
CX Institutional32,577$3.17M0.09%-26413F-HRTimeline
Legacy Private Trust Co.30,259$2.95M0.16%-51713F-HRTimeline
CoreCap Advisors, LLC21,693$2.11M0.06%-45813F-HRTimeline
Baring Financial LLC17,967$1.75M0.94%-4513F-HRTimeline
Insight Wealth Strategies, LLC17,819$1.74M0.17%-6613F-HRTimeline
Ballew Advisors, Inc15,579$1.53M0.76%-34713F-HRTimeline
Kaydan Wealth Management, Inc.13,838$1.35M0.46%-70913F-HRTimeline
SAPIENT CAPITAL LLC12,242$1.19M0.02%-1,01113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC11,814$1.15M0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC11,333$1.1M0.03%+4,35613F-HRTimeline
Lincoln Capital LLC10,976$1.07M0.19%-1213F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,017$976K0.09%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,798$962K0.28%-1013F-HRTimeline
First Citizens Financial Corp9,859$961K0.4%-4513F-HRTimeline
Ridgewood Investments LLC9,441$920K0.34%-1,11613F-HRTimeline
Veery Capital, LLC9,091$886K0.24%+8413F-HRTimeline
Everhart Financial Group, Inc.8,662$844K0.05%-9113F-HRTimeline
Investment Partners Asset Management, I…8,368$815K0.44%+36413F-HRTimeline
Post Resch Tallon Group Inc.7,963$776K0.53%-7513F-HRTimeline
Planning Strategies Inc.6,561$639K0.38%-1,21513F-HRTimeline
Exchange Bank6,000$585K0.36%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,770$562K0.38%013F-HRTimeline
Aventus Investment Advisors, Inc.5,602$546K0.4%-20013F-HRTimeline
Castle Rock Wealth Management, LLC5,464$545K0.1%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,507$541K0.08%-9713F-HRTimeline
Retirement Wealth Solutions LLC5,543$540K0.29%+1,46813F-HRTimeline
Sound Income Strategies, LLC5,387$539K0.02%+813F-HRTimeline
LifeGoal Investments, LLC5,438$530K0.16%+1813F-HRTimeline
Galvin, Gaustad & Stein, LLC5,197$506K0.04%-4213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,190$506K0.1%-55213F-HRTimeline
Venture Visionary Partners LLC4,734$461K0.01%-16813F-HRTimeline
Roxbury Financial LLC4,557$444K0.34%+1013F-HRTimeline
Atlas Brown,Inc.4,455$434K0.11%+2113F-HRTimeline
Balefire, LLC4,446$433K0.07%-72213F-HRTimeline
GAMMA Investing LLC4,416$430K0.01%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,249$414K0.04%013F-HRTimelineGroup
Wedmont Private Capital4,111$411K0.01%013F-HRTimeline
Grove Bank & Trust4,031$393K0.04%+3113F-HRTimeline
Apeiron RIA LLC3,860$378K0.09%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,883$378K0.1%new13F-HRTimeline
Sarver Vrooman Wealth Advisors3,406$332K0.2%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC3,091$301K0.07%-10313F-HRTimeline
Successful Portfolios LLC2,972$294K0.14%-2013F-HRTimeline
Nautilus Advisors LLC2,935$286K0.17%013F-HRTimeline
Noble Wealth Management PBC2,734$266K0.12%-24013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,727$266K0.05%new13F-HRTimeline
Rosenberg Matthew Hamilton2,550$248K0.04%-15213F-HRTimeline
Stonebridge Financial Group, LLC2,511$245K0.02%013F-HRTimeline
Harpswell Capital Advisors, LLC2,500$244K0.16%013F-HRTimeline
Valeo Financial Advisors, LLC2,471$241K0.01%-3613F-HRTimeline
LEGACY SOLUTIONS, LLC2,350$229K0.17%013F-HRTimeline
MRA Advisory Group2,289$223K0.08%013F-HRTimeline
Bangor Savings Bank1,129$110K0.01%-3513F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH889$86.6K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST821$80K0.01%013F-HRTimeline
Bullock Wealth Management Group785$77K0.03%013F-HRTimeline
Horrell Capital Management, Inc.340$33.1K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB274$26.7K<0.01%013F-HRTimeline
Byrne Asset Management LLC226$22.2K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC106$10.3K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division40$3.9K<0.01%013F-HRTimeline
GK Wealth Management LLC31$3.01K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5$487<0.01%-31213F-HRTimelineGroup