ISHARES TR CORE S&P US VLU

ISHARES TR CORE S&P US VLU is a security (CUSIP 464287663) tracked across SEC portfolio filings. 843 institutional managers reported $20.4B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $7.9M via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 843 managers by value.

ManagerLocationValueShares
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$8.5B83,374,722
LPL Financial LLCFORT MILL, SC$1.8B17,225,624
MORGAN STANLEYNEW YORK, NY$1.0B9,859,581
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$834.5M7,575,951
JONES FINANCIAL COMPANIES LLLPDES PERES, MO$766.6M7,634,829
SIGNATUREFD, LLCATLANTA, GA$536.6M4,871,244
Kestra Investment Management, LLCAUSTIN, TX$491.7M4,464,120
Blue Trust, Inc.BRENTWOOD, TN$466.6M4,235,766
ASPIRIANT, LLCSan Francisco, CA$406.0M3,685,507
Merit Financial Group, LLCALPHARETTA, GA$327.9M2,976,786
JPMORGAN CHASE & CONEW YORK, NY$208.9M2,079,573
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$167.7M1,640,137
UBS Group AGZurich, V8$163.5M1,599,208
Royal Bank of CanadaTORONTO, A6$154.2M1,508,476
BENJAMIN EDWARDS INCClayton, MO$153.4M1,392,296

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Equitable Conservative Growth MF/ETFEQ Advisors Trust$7.9M995.90%

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