Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MSCI USA VALUE
-
Total 13F shares
-
1,329,167
-
Share change
-
+129,097
-
Total reported value
-
$181,891,627
-
Price per share
-
$136.73
-
Number of holders
-
60
-
Value change
-
+$17,690,619
-
Number of buys
-
21
-
Number of sells
-
25
Institutional Holders of ISHARES TR - MSCI USA VALUE (VLUE) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - MSCI USA VALUE (VLUE) was held by
60 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,329,167 shares.
The largest 10 holders included
Kathmere Capital Management, LLC, Stonehearth Capital Management, LLC, Foster Group, Inc., FIRST FINANCIAL BANK - TRUST DIVISION, Tactive Advisors, LLC, ANDERSON HOAGLAND & CO, Well Done, LLC, Focus Financial Network, Inc., SAX WEALTH ADVISORS, LLC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
62
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.