# ISHARES TR (USMV) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 46429B697
Page URL: https://superinvestorclub.com/stock/USMV
Last updated: 2026-08-29T13:48:54.598Z

## Summary

As of the most recent 13F filing period, ISHARES TR (USMV) is held by 2 tracked superinvestors with an aggregate position value of $714,571 representing 038263583 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 3826 | $368,907 | 0.00% | 2026-06-30 |
| 2 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 3583 | $345,664 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2025-12-31: 1 holders, $366,329 aggregate, 03890 shares
- 2026-03-31: 2 holders, $720,814 aggregate, 038903884 shares
- 2026-06-30: 2 holders, $714,571 aggregate, 038263583 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (USMV) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/USMV), aggregating SEC 13F, Form 4, and congressional disclosures."