As of 30 Sep 2025, 430 institutional investors reported holding 49,487,919 shares of ISHARES TR - MSCI USA VALUE (VLUE).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 8,457,082 | $1,156,942,956 | -$4,653,044 | $136.73 | 241 |
| 2025 Q3 | 49,487,919 | $6,188,433,457 | +$35,526,745 | $125.05 | 430 |
| 2025 Q2 | 49,492,457 | $5,602,973,346 | -$37,210,425 | $113.21 | 415 |
| 2025 Q1 | 50,783,652 | $5,414,962,173 | -$68,522,921 | $106.65 | 416 |
| 2024 Q4 | 51,345,421 | $5,422,402,258 | -$222,592,596 | $105.61 | 421 |
| 2024 Q3 | 52,122,604 | $5,683,755,069 | -$145,155,881 | $109.04 | 402 |
| 2024 Q2 | 53,542,121 | $5,540,917,966 | -$15,922,550 | $103.46 | 401 |
| 2024 Q1 | 53,569,730 | $5,799,423,653 | -$39,040,897 | $108.31 | 416 |
| 2023 Q4 | 54,249,856 | $5,486,637,334 | -$132,803,989 | $101.16 | 427 |
| 2023 Q3 | 55,231,214 | $5,011,112,439 | -$218,449,423 | $90.72 | 411 |
| 2023 Q2 | 57,367,258 | $5,381,214,743 | -$398,916,548 | $93.79 | 426 |
| 2023 Q1 | 61,505,413 | $5,693,671,805 | -$553,294,065 | $92.59 | 440 |
| 2022 Q4 | 68,434,539 | $6,237,428,475 | -$503,434,019 | $91.14 | 461 |
| 2022 Q3 | 74,183,173 | $6,112,903,172 | -$584,506,986 | $81.86 | 455 |
| 2022 Q2 | 85,528,683 | $7,746,190,413 | -$2,159,177,062 | $90.52 | 500 |
| 2022 Q1 | 104,722,263 | $10,956,845,083 | -$1,137,473,847 | $104.57 | 559 |
| 2021 Q4 | 115,534,661 | $12,643,937,801 | -$601,311,402 | $109.47 | 576 |
| 2021 Q3 | 116,288,635 | $11,714,778,224 | +$779,608,937 | $100.70 | 476 |
| 2021 Q2 | 112,089,982 | $11,777,267,016 | +$1,429,789,149 | $105.06 | 464 |
| 2021 Q1 | 98,383,075 | $10,091,666,036 | +$891,377,333 | $102.46 | 434 |
| 2020 Q4 | 86,106,029 | $7,486,816,991 | +$1,067,931,753 | $86.91 | 382 |
| 2020 Q3 | 73,654,584 | $5,435,650,069 | +$1,143,781,016 | $73.78 | 286 |
| 2020 Q2 | 58,089,839 | $4,194,084,927 | +$1,806,746,143 | $72.28 | 273 |
| 2020 Q1 | 33,124,459 | $2,087,273,668 | -$291,549,406 | $63.00 | 193 |
| 2019 Q4 | 40,909,864 | $3,729,673,830 | +$381,729,772 | $89.73 | 218 |
| 2019 Q3 | 32,455,553 | $2,663,091,771 | +$22,280,144 | $82.04 | 182 |
| 2019 Q2 | 32,190,791 | $2,613,245,517 | -$80,028,414 | $81.19 | 159 |
| 2019 Q1 | 33,270,435 | $2,657,006,002 | -$381,290,381 | $79.86 | 163 |
| 2018 Q4 | 38,872,506 | $2,822,306,797 | +$565,023,547 | $72.57 | 166 |
| 2018 Q3 | 30,808,650 | $2,706,511,095 | -$75,166,631 | $87.85 | 144 |
| 2018 Q2 | 31,624,616 | $2,612,536,185 | +$196,716,406 | $82.61 | 130 |
| 2018 Q1 | 29,244,706 | $2,398,496,339 | +$228,818,858 | $82.02 | 113 |
| 2017 Q4 | 23,752,904 | $1,986,897,114 | +$397,279,438 | $83.62 | 107 |
| 2017 Q3 | 18,690,865 | $1,444,717,568 | +$147,102,900 | $77.32 | 76 |
| 2017 Q2 | 16,783,959 | $1,234,779,000 | +$50,121,311 | $73.57 | 65 |
| 2017 Q1 | 16,110,766 | $1,178,013,000 | +$416,959,424 | $73.12 | 62 |
| 2016 Q4 | 12,186,957 | $855,447,000 | +$489,323,332 | $70.19 | 53 |
| 2016 Q3 | 4,855,020 | $316,929,000 | -$33,435,251 | $65.28 | 35 |
| 2016 Q2 | 5,558,771 | $342,601,000 | +$31,730,182 | $61.63 | 34 |
| 2016 Q1 | 5,044,659 | $309,488,000 | +$26,863,425 | $61.35 | 30 |
| 2015 Q4 | 4,606,681 | $286,203,000 | +$10,618,706 | $62.24 | 21 |
| 2015 Q3 | 4,436,149 | $265,990,000 | +$34,034,030 | $59.96 | 17 |
| 2015 Q2 | 1,835,230 | $120,823,000 | +$14,513,761 | $65.70 | 14 |
| 2015 Q1 | 1,615,582 | $106,758,000 | +$19,059,637 | $65.62 | 11 |
| 2014 Q4 | 3,358,861 | $221,718,000 | +$51,608,491 | $66.01 | 13 |
| 2014 Q3 | 2,577,045 | $163,414,000 | +$27,665,588 | $63.45 | 9 |
| 2014 Q2 | 2,139,812 | $135,448,564 | +$152,548 | $63.25 | 7 |
| 2014 Q1 | 2,138,731 | $129,500,000 | +$1,722,583 | $60.52 | 6 |