CUSIP 464287663CORE S&P US VLUIUSVQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
778 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 83.40M | $8.55B | +3.17M | Added |
| 2 | Lpl Financial LLC | 16.41M | $1.68B | +569.6K | Added |
| 3 | Morgan Stanley | 9.72M | $996.77M | +639.9K | Added |
| 4 | Jones Financial Companies Lllp | 6.42M | $658.13M |
| Added |
| 5 | Envestnet Asset Management Inc | 5.94M | $608.84M | +128.7K | Added |
| 6 | Signaturefd, LLC | 4.57M | $468.99M | +84.7K | Added |
| 7 | Blue Trust, Inc. | 4.44M | $455.07M | −555.8K | Reduced |
| 8 | Kestra Investment Management, LLC | 3.77M | $386.80M | +401.2K | Added |
| 9 | Aspiriant, LLC | 3.58M | $367.32M | −18.1K | Reduced |
| 10 | Merit Financial Group, LLC | 2.59M | $266.08M | +251.4K | Added |
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