# ISHARES TR (IUSV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IUSV/

- Reporting holders: 30
- Reported value: $177.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $89.2M | 808,409 | 7.7% | 9 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $41.2M | 374,015 | 11.1% | 24 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $8.1M | 73,844 | 6.2% | 8 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $8.0M | 72,646 | 4.4% | 8 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $7.2M | 65,412 | 0.1% | 9 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $6.5M | 58,613 | 1.6% | 7 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $4.9M | 44,153 | 0.6% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.0M | 27,260 | 0.0% | 16 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.1M | 18,923 | 0.1% | 32 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $1.0M | 9,274 | 0.0% | 7 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $1.0M | 9,193 | 0.2% | 16 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $603.2K | 5,476 | 0.2% | 5 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $561.1K | 5,054 | 0.3% | 4 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $554.5K | 5,028 | 0.1% | 2 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $441.6K | 4,004 | 0.1% | 5 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $407.3K | 3,693 | 0.2% | 1 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $379.4K | 3,440 | 0.1% | 15 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $365.6K | 3,315 | 0.0% | 16 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $331.2K | 3,003 | 0.1% | 14 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $312.3K | 2,801 | 0.0% | 3 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $306.7K | 2,781 | 0.2% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $281.9K | 2,556 | 0.0% | 9 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $123.4K | 1,119 | 0.0% | 6 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $63.1K | 572 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $59.3K | 538 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $177.1M |
| Q2 2026 | 816 | $23.7B |
| Q1 2026 | 790 | $20.2B |
| Q4 2025 | 800 | $20.0B |
| Q3 2025 | 749 | $18.7B |
| Q2 2025 | 730 | $17.1B |
| Q1 2025 | 735 | $16.4B |
| Q4 2024 | 727 | $23.7B |
| Q3 2024 | 684 | $15.4B |
| Q2 2024 | 652 | $13.8B |
| Q1 2024 | 636 | $14.8B |
| Q4 2023 | 626 | $12.6B |