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 480 institutions that hold shares in the stock, with a total of 50.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,705
shares
|
$589,630
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,693
shares
|
$588,126
0.0% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,684
shares
|
$586,998
0.19% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,620
shares
|
$578,978
0.02% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
4,556
shares
|
$570,957
0.05% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
4,473
shares
|
$560,556
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
4,458
shares
|
$558,676
0.34% of portfolio
|
Q1 2024
Reduced 26.45%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
4,424
shares
|
$554,415
0.18% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,354
shares
|
$545,643
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
4,337
shares
|
$543,512
0.38% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,323
shares
|
$541,758
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
4,300
shares
|
$538,876
0.03% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
4,289
shares
|
$537,497
0.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,265
shares
|
$534,489
0.58% of portfolio
|
Q3 2022
Reduced 62.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,205
shares
|
$526,970
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
4,174
shares
|
$523,085
0.45% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
4,147
shares
|
$519,702
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,117
shares
|
$515,942
0.01% of portfolio
|
Q2 2025
Reduced 22.03%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
4,019
shares
|
$503,661
0.24% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,998
shares
|
$501,029
0.13% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
3,994
shares
|
$500,528
0.3% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
3,950
shares
|
$495,014
0.23% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
3,924
shares
|
$491,755
0.14% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
3,892
shares
|
$487,745
0.08% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,825
shares
|
$479,349
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|