USMV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns USMV? 81 Institutions Hold $140M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (USMV)? 81 institutions reported holding $140.00M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kwmg, LLC ($15.0M), Koenig Investment Advisory, LLC ($14.4M), Capital Planning LLC ($10.5M).

Rank	Institution	Value	Shares	Change
1	KWMG, LLC	$15.0M	153,852	Added
2	Koenig Investment Advisory, LLC	$14.4M	148,040	Trimmed
3	Capital Planning LLC	$10.5M	107,659	Trimmed
4	Apella Capital, LLC	$9.7M	97,265	Trimmed
5	Financial Enhancement Group LLC	$9.2M	92,840	Added
6	Invariant Investment Management	$5.2M	52,585	Added
7	TOMPKINS FINANCIAL CORP	$4.7M	48,414	Trimmed
8	Montecito Bank & Trust	$4.4M	45,269	Trimmed
9	Wealth Enhancement Trust Services, Inc.	$4.4M	44,937	Added
10	FIRST FINANCIAL BANK - TRUST DIVISION	$3.9M	40,115	Added
11	McNaughton Wealth Management, LLC	$3.9M	39,565	Trimmed
12	First Heartland Consultants, Inc.	$3.8M	39,196	Added
13	Delta Wealth Advisors LLC	$3.7M	38,441	Trimmed
14	Weaver Consulting Group	$3.7M	38,111	Added
15	Farther Finance Advisors, LLC	$3.4M	34,447	Trimmed
16	CX Institutional	$3.2M	32,577	Trimmed
17	Legacy Private Trust Co.	$2.9M	30,259	Trimmed
18	CoreCap Advisors, LLC	$2.1M	21,693	Trimmed
19	Baring Financial LLC	$1.8M	17,967	Trimmed
20	Insight Wealth Strategies, LLC	$1.7M	17,819	Trimmed
21	Ballew Advisors, Inc	$1.5M	15,579	Trimmed
22	Kaydan Wealth Management, Inc.	$1.3M	13,838	Trimmed
23	SAPIENT CAPITAL LLC	$1.2M	12,242	Trimmed
24	ARMSTRONG ADVISORY GROUP, INC	$1.2M	11,814	Hold
25	Avidian Wealth Enterprises, LLC	$1.1M	11,333	Added

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