ISHARES TR - MSCI USA VALUE (VLUE)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / MSCI USA VALUE
Number of holders
416
Total 13F shares, excl. options
50,783,652
Shares change
-642,032
Total reported value, excl. options
$5,414,962,173
Value change
-$68,522,938
Number of buys
151
Number of sells
201
Price
$106.65

Institutional Holders of ISHARES TR - MSCI USA VALUE (VLUE) as of Q1 2025

As of 31 Mar 2025 ISHARES TR - MSCI USA VALUE (VLUE) had 460 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 50,783,652 shares of stock of the company.
Largest 10 holders included NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Mason Investment Advisory Services, Inc., Matson Money. Inc., BANK OF AMERICA CORP /DE/, BlackRock, Inc., ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, Wharton Business Group, LLC, BNP PARIBAS FINANCIAL MARKETS, and Cerity Partners LLC.
This table shows 460 institutional shareholders of the security as of 31 Mar 2025.
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.