# ISHARES TR CORE S&P US VLU

ISHARES TR CORE S&P US VLU is a security (CUSIP 464287663) tracked across SEC portfolio filings. 844 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

- Issuer: ISHARES TR
- Class: CORE S&P US VLU
- CUSIP: 464287663
- Asset category: OTHER
- 13F holders: 844
- 13F value: $20.4B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $7.9M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 844 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $8.5B | 83,374,722 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $1.8B | 17,225,624 |
| MORGAN STANLEY | NEW YORK, NY | $1.0B | 9,859,581 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $834.5M | 7,575,951 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $766.6M | 7,634,829 |
| [SIGNATUREFD, LLC](https://search.stillhousedata.com/firm/112758) | ATLANTA, GA | $536.6M | 4,871,244 |
| [Kestra Investment Management, LLC](https://search.stillhousedata.com/firm/317711) | AUSTIN, TX | $491.7M | 4,464,120 |
| Blue Trust, Inc. | BRENTWOOD, TN | $466.6M | 4,235,766 |
| [ASPIRIANT, LLC](https://search.stillhousedata.com/firm/146720) | San Francisco, CA | $406.0M | 3,685,507 |
| [Merit Financial Group, LLC](https://search.stillhousedata.com/firm/142457) | ALPHARETTA, GA | $327.9M | 2,976,786 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $208.9M | 2,079,573 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $167.7M | 1,640,137 |
| UBS Group AG | Zurich, V8 | $163.5M | 1,599,208 |
| Royal Bank of Canada | TORONTO, A6 | $154.2M | 1,508,476 |
| BENJAMIN EDWARDS INC | Clayton, MO | $153.4M | 1,392,296 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Equitable Conservative Growth MF/ETF](https://search.stillhousedata.com/fund/S000036611) | EQ Advisors Trust | $7.9M | 995.90% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464287663.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.