Who Owns ISHARES TR (VLUE)? -- Institutional Holders (2026-03-31)
583 institutions reported holding $7.65B of ISHARES TR (VLUE) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($3.27B), Mason Investment Advisory Services, Inc. ($660.5M), Matson Money. Inc. ($349.2M), BANK OF AMERICA CORP /DE/ ($229.3M), BlackRock, Inc. ($221.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.27B | 23.0M | Added |
| 2 | Mason Investment Advisory Services, Inc. | $660.5M | 4.6M | Trimmed |
| 3 | Matson Money. Inc. | $349.2M | 2.5M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $229.3M | 1.6M | Added |
| 5 | BlackRock, Inc. | $221.0M | 1.6M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $182.9M | 1.3M | Added |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $168.1M | 1.2M | Trimmed |
| 8 | Wharton Business Group, LLC | $164.0M | 1.2M | Trimmed |
| 9 | LPL Financial LLC | $133.6M | 939,359 | Added |
| 10 | MORGAN STANLEY | $131.8M | 927,084 | Added |
| 11 | FMR LLC | $102.6M | 721,493 | Added |
| 12 | JPMORGAN CHASE & CO | $92.4M | 667,457 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $87.9M | 618,258 | Added |
| 14 | PNC Financial Services Group, Inc. | $79.4M | 558,535 | Added |
| 15 | Kathmere Capital Management, LLC | $65.4M | 459,887 | Trimmed |
| 16 | Janney Montgomery Scott LLC | $63.6M | 447,061 | Added |
| 17 | UBS Group AG | $49.7M | 349,243 | Trimmed |
| 18 | Focus Partners Wealth | $47.2M | 331,680 | Added |
| 19 | M&T Bank Corp | $44.6M | 313,443 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $43.9M | 309,025 | Added |
| 21 | Royal Bank of Canada | $43.5M | 305,941 | Added |
| 22 | Marks Wealth, LLC | $43.4M | 305,035 | Added |
| 23 | CWM, LLC | $41.2M | 289,852 | Added |
| 24 | MASON STREET ADVISORS, LLC | $41.0M | 288,200 | New |
| 25 | STATE OF MICHIGAN RETIREMENT SYSTEM | $39.8M | 279,800 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31