iShares Edge MSCI USA ValueISVUFETF

13F holders, Q4 2025 (December 31)
2holders
0new positions
0sold out
$13.07avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding iShares Edge MSCI USA Value (ISVUF) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Sierra Capital LLC ($3.3M) and Innealta Capital, LLC ($220K).

Company
iShares Edge MSCI USA Value
CUSIP
G4955M788
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 2 holders

Sierra Capital LLC 0.35% No change 251,405 $3.3M
Innealta Capital, LLC 0.12% No change 16,861 $220K

"% of holder's portfolio" is ISVUF's weight in each manager's 13F, not the share of iShares Edge MSCI USA Value the manager owns.