ISHARES MSCI USA VALUE FACTO (VLUE) Institutional Ownership

VLUE is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.12M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.12M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's VLUE position is now estimated to be worth approximately $1.55M, representing an estimated gain of +38.15% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES MSCI USA VALUE FACTO (VLUE).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$1,120,2467,879
Q4 20251$1,982,58514,500
Q3 20251$4,751,90038,000
Q2 20251$1,584,94014,000
Q1 20251$853,2008,000
Q1 20241$2,52823,337
Q3 20231$211,2692,321
Q2 20231$250,2332,668
Q4 20211$1,47813,500
Q3 20211$1,47014,600
Q2 20211$9148,700