DOSSIER · 13F Holders · Q4 2025

ISHARES EDGE MSCI USA VALUE

2 institutions still hold ISHARES EDGE MSCI USA VALUE as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP G4955M788·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$4M
visible holders
Holders
2
filers reporting
Concentration
91.04%
Sierra Capital LLC #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported ISHARES EDGE MSCI USA VALUE in Q4 2025. Sierra Capital LLC leads at 91.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sierra Capital LLC
CIK 0001787274
$3M251K0.35%Q4 2025
02
INNEALTA CAPITAL, LLC
CIK 0001752579
$323K17K0.17%Q2 2026