Institutional Ownership Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE). We have compiled data on the 478 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,684
shares
|
$536,036
0.19% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,620
shares
|
$528,712
0.02% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,602
shares
|
$526,652
0.09% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,559
shares
|
$521,731
0.01% of portfolio
|
Q2 2025
Added 52.32%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
4,473
shares
|
$511,890
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
4,458
shares
|
$510,173
0.34% of portfolio
|
Q1 2024
Reduced 26.45%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
4,424
shares
|
$506,282
0.18% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
4,411
shares
|
$504,794
0.41% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,354
shares
|
$498,271
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
4,337
shares
|
$496,326
0.38% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,323
shares
|
$494,724
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
4,300
shares
|
$492,092
0.03% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
4,289
shares
|
$490,833
0.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,265
shares
|
$488,086
0.58% of portfolio
|
Q3 2022
Reduced 62.13%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
4,221
shares
|
$483,051
0.13% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,205
shares
|
$481,220
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,117
shares
|
$471,149
0.01% of portfolio
|
Q2 2025
Reduced 22.03%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
4,000
shares
|
$457,760
0.23% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,998
shares
|
$457,531
0.13% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
3,994
shares
|
$457,073
0.3% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
3,924
shares
|
$449,062
0.14% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,844
shares
|
$439,907
0.24% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,825
shares
|
$437,733
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
3,685
shares
|
$421,711
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,673
shares
|
$420,338
0.03% of portfolio
|
Q2 2025
New holding
|