# ISHARES TR (VLUE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VLUE/

- Reporting holders: 29
- Reported value: $59.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $27.4M | 138,537 | 2.7% | 4 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $7.8M | 39,343 | 1.9% | 4 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $5.8M | 29,286 | 0.4% | 24 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $3.8M | 19,091 | 1.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.0M | 15,400 | 0.0% | 16 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.5M | 12,565 | 1.7% | 4 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.1M | 5,431 | 0.5% | 23 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $1.1M | 5,399 | 0.5% | 7 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $807.2K | 4,077 | 0.1% | 5 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $760.2K | 3,799 | 0.0% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $758.1K | 3,770 | 0.0% | 4 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $714.9K | 3,568 | 0.1% | 6 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $684.0K | 3,454 | 0.1% | 4 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $620.7K | 3,135 | 0.0% | 6 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $526.4K | 2,658 | 0.3% | 20 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $456.8K | 2,307 | 0.1% | 25 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $366.3K | 1,850 | 0.0% | 7 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $342.5K | 1,730 | 0.2% | 2 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $313.8K | 1,571 | 0.1% | 3 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $145.5K | 735 | 0.0% | 21 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $55.9K | 282 | 0.0% | 19 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $55.2K | 279 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $40.6K | 205 | 0.0% | 12 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $22.8K | 115 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $20.0K | 101 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $59.2M |
| Q2 2026 | 626 | $7.3B |
| Q1 2026 | 550 | $7.9B |
| Q4 2025 | 474 | $6.7B |
| Q3 2025 | 432 | $6.2B |
| Q2 2025 | 419 | $5.7B |
| Q1 2025 | 422 | $5.4B |
| Q4 2024 | 424 | $5.4B |
| Q3 2024 | 403 | $5.7B |
| Q2 2024 | 405 | $5.6B |
| Q1 2024 | 420 | $6.0B |
| Q4 2023 | 433 | $5.6B |