USMV — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 USMV？81 家机构、1.4 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（USMV）？2026年Q3（报告期截至 2026-09-30）共有 81 家机构在 SEC 13F 申报中报告持有，合计 1.40 亿美元。前几大持有机构：Kwmg, LLC（1,500.00 万美元）、Koenig Investment Advisory, LLC（1,440.00 万美元）、Capital Planning LLC（1,050.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30