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 |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,129
shares
|
$392,126
0.04% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,108
shares
|
$389,494
0.01% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,063
shares
|
$383,855
0.04% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
3,020
shares
|
$378,466
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$375,458
0.04% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,965
shares
|
$371,573
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,958
shares
|
$370,696
0.04% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
2,935
shares
|
$367,814
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Sep 24, 2025 Q2 2025 |
2,905
shares
|
$364,054
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,898
shares
|
$363,177
0.02% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,827
shares
|
$354,279
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,808
shares
|
$351,898
0.01% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
2,772
shares
|
$347,387
0.04% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,769
shares
|
$347,011
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,752
shares
|
$344,880
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,647
shares
|
$331,722
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,633
shares
|
$329,967
0.01% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,610
shares
|
$327,085
0.21% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
2,600
shares
|
$325,832
0.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,576
shares
|
$322,824
0.04% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,572
shares
|
$322,323
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,554
shares
|
$320,067
0.11% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
2,551
shares
|
$319,691
0.17% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
2,521
shares
|
$315,931
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
2,516
shares
|
$315,305
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|