IUSV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IUSV? 33 Institutions Hold $177M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IUSV)? 33 institutions reported holding $177.49M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Canandaigua National Bank & Trust Co ($89.2M), Veracity Capital LLC ($41.2M), Legacy Solutions, LLC ($8.1M).

Rank	Institution	Value	Shares	Change
1	CANANDAIGUA NATIONAL BANK & TRUST CO	$89.2M	808,409	Trimmed
2	Veracity Capital LLC	$41.2M	374,015	Added
3	LEGACY SOLUTIONS, LLC	$8.1M	73,844	Added
4	Canandaigua National Trust Co of Florida	$8.0M	72,646	Trimmed
5	SAPIENT CAPITAL LLC	$7.2M	65,412	Added
6	Independence Financial Advisors, LLC	$6.5M	58,613	Trimmed
7	Breakwater Capital Group	$4.9M	44,153	Trimmed
8	Farther Finance Advisors, LLC	$3.0M	27,260	Added
9	First Heartland Consultants, Inc.	$2.1M	18,923	Trimmed
10	Sound Income Strategies, LLC	$1.0M	9,274	Trimmed
11	COLLECTIVE FAMILY OFFICE LLC	$1.0M	9,193	Hold
12	Cambridge Financial Group, LLC	$603,227	5,476	Hold
13	Invariant Investment Management	$561,100	5,054	Added
14	Monument Capital Management	$554,488	5,028	Trimmed
15	BAKER TILLY WEALTH MANAGEMENT, LLC	$441,561	4,004	Hold
16	Echo45 Advisors LLC	$407,264	3,693	New
17	MFA WEALTH ADVISORS, LLC	$379,410	3,440	Trimmed
18	Valeo Financial Advisors, LLC	$365,603	3,315	Trimmed
19	CX Institutional	$348,000	3,156	Added
20	Weaver Consulting Group	$331,171	3,003	Added
21	Apella Capital, LLC	$312,268	2,801	Added
22	Roxbury Financial LLC	$306,678	2,781	Trimmed
23	CoreCap Advisors, LLC	$281,876	2,556	Added
24	Rosenberg Matthew Hamilton	$123,403	1,119	Hold
25	Trust Co	$63,080	572	New

Source: SEC Form 13F filings · as of 2026-09-30