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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,475
shares
|
$283,239
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,437
shares
|
$278,890
0.01% of portfolio
|
Q4 2024
Added 99.59%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,375
shares
|
$271,795
0.07% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,344
shares
|
$268,247
0.03% of portfolio
|
Q1 2025
Reduced 37.79%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
2,336
shares
|
$267,331
0.05% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,321
shares
|
$265,615
0.01% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
2,259
shares
|
$258,519
0.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,184
shares
|
$249,936
0.02% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,180
shares
|
$249,479
0.0% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,173
shares
|
$248,678
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,152
shares
|
$246,274
0.0% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
2,145
shares
|
$245,473
0.12% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
2,087
shares
|
$238,836
0.19% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,070
shares
|
$236,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,070
shares
|
$236,890
0.0% of portfolio
|
Q3 2023
Reduced 23.19%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,010
shares
|
$230,024
0.05% of portfolio
|
Q4 2023
Reduced 22.99%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,001
shares
|
$228,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,994
shares
|
$228,193
0.03% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,977
shares
|
$226,247
0.07% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
1,956
shares
|
$223,844
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,949
shares
|
$223,043
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,944
shares
|
$222,471
0.0% of portfolio
|
Q1 2021
Reduced 20.16%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,944
shares
|
$222,471
0.05% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,933
shares
|
$221,212
0.1% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,930
shares
|
$220,869
0.07% of portfolio
|
Q4 2024
Reduced 0.1%
|