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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,095
shares
|
$354,191
0.13% of portfolio
|
Q2 2025
Reduced 39.5%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,063
shares
|
$350,529
0.04% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
3,020
shares
|
$345,608
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$342,862
0.04% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
2,986
shares
|
$341,717
0.05% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,935
shares
|
$335,881
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,898
shares
|
$331,647
0.02% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
2,829
shares
|
$323,750
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,827
shares
|
$323,521
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,808
shares
|
$321,347
0.01% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,769
shares
|
$316,884
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,752
shares
|
$314,938
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
2,715
shares
|
$310,704
0.04% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,647
shares
|
$302,922
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
2,600
shares
|
$297,544
0.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
2,596
shares
|
$297,086
0.2% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,576
shares
|
$294,797
0.04% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,572
shares
|
$294,339
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,554
shares
|
$292,279
0.11% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
2,551
shares
|
$291,936
0.17% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
2,521
shares
|
$288,503
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
2,516
shares
|
$287,931
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
2,512
shares
|
$287,473
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,508
shares
|
$287,015
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,497
shares
|
$285,756
0.0% of portfolio
|
Q2 2025
Reduced 65.11%
|