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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,669
shares
|
$419,880
0.06% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
3,645
shares
|
$417,133
0.07% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
3,568
shares
|
$408,321
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,470
shares
|
$397,106
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
3,460
shares
|
$395,962
0.02% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
3,426
shares
|
$392,071
0.08% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
3,399
shares
|
$388,981
0.21% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,397
shares
|
$388,752
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
3,396
shares
|
$388,638
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
3,381
shares
|
$386,921
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,374
shares
|
$386,120
0.04% of portfolio
|
Q2 2023
Reduced 32.44%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
3,344
shares
|
$382,687
0.12% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,340
shares
|
$382,229
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,305
shares
|
$378,224
0.3% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
3,247
shares
|
$371,586
0.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
3,246
shares
|
$371,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,224
shares
|
$368,954
0.03% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,210
shares
|
$367,352
0.06% of portfolio
|
Q3 2022
Reduced 34.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,196
shares
|
$365,750
0.0% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
3,185
shares
|
$364,491
0.19% of portfolio
|
Q3 2024
Reduced 34.95%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
3,154
shares
|
$360,943
0.2% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,140
shares
|
$359,341
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
3,140
shares
|
$359,341
0.01% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,129
shares
|
$358,082
0.04% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,108
shares
|
$355,679
0.01% of portfolio
|
Q2 2025
Reduced 2.66%
|