# ISHARES TR (USMV)

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

- Reporting holders: 77
- Reported value: $136.8M
- 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 |
|---|---|---|---|---|
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $15.0M | 153,852 | 1.1% | 29 |
| [Koenig Investment Advisory, LLC](https://holderbook.com/funds/2114481-koenig-investment-advisory-llc/) | $14.4M | 148,040 | 10.6% | 4 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $10.5M | 107,659 | 2.8% | 24 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $9.7M | 97,265 | 0.1% | 26 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $9.2M | 92,840 | 1.1% | 9 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $5.2M | 52,585 | 3.0% | 2 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $4.7M | 48,414 | 0.3% | 31 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $4.4M | 45,269 | 0.7% | 31 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $4.4M | 44,937 | 0.5% | 4 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $3.9M | 40,115 | 0.3% | 32 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $3.9M | 39,565 | 1.3% | 28 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $3.8M | 39,196 | 0.3% | 32 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $3.7M | 38,441 | 2.6% | 11 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $3.7M | 38,111 | 0.7% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.4M | 34,447 | 0.0% | 16 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.9M | 30,259 | 0.2% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.1M | 21,693 | 0.1% | 19 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $1.8M | 17,967 | 0.9% | 8 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $1.7M | 17,819 | 0.2% | 32 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $1.5M | 15,579 | 0.8% | 32 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $1.3M | 13,838 | 0.5% | 20 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.2M | 12,242 | 0.0% | 12 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.2M | 11,814 | 0.1% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.1M | 11,333 | 0.0% | 20 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $1.1M | 10,976 | 0.2% | 27 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 77 | $136.8M |
| Q2 2026 | 1,383 | $17.3B |
| Q1 2026 | 1,368 | $16.5B |
| Q4 2025 | 1,378 | $16.9B |
| Q3 2025 | 1,306 | $17.5B |
| Q2 2025 | 1,301 | $17.2B |
| Q1 2025 | 1,300 | $17.8B |
| Q4 2024 | 1,282 | $16.7B |
| Q3 2024 | 1,189 | $18.9B |
| Q2 2024 | 1,164 | $18.7B |
| Q1 2024 | 1,169 | $22.7B |
| Q4 2023 | 1,226 | $22.7B |