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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,930
shares
|
$220,869
0.07% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,915
shares
|
$219,152
0.0% of portfolio
|
Q2 2025
Added 360.34%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
1,876
shares
|
$214,689
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,838
shares
|
$210,340
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,828
shares
|
$209,196
0.0% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,790
shares
|
$204,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
1,772
shares
|
$202,787
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,699
shares
|
$194,433
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,672
shares
|
$191,343
0.06% of portfolio
|
Q4 2024
Reduced 50.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,669
shares
|
$191,000
0.09% of portfolio
|
Q1 2023
Reduced 0.6%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,620
shares
|
$185,392
0.09% of portfolio
|
Q2 2022
Reduced 13.04%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,494
shares
|
$170,973
0.07% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,482
shares
|
$169,600
0.21% of portfolio
|
Q3 2022
Reduced 68.45%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,427
shares
|
$163,305
0.01% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,399
shares
|
$160,101
0.04% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,375
shares
|
$157,355
0.01% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,250
shares
|
$143,050
0.01% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,163
shares
|
$133,093
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,156
shares
|
$132,292
0.01% of portfolio
|
Q2 2025
Added 1764.52%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,115
shares
|
$127,600
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,102
shares
|
$126,112
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,101
shares
|
$125,998
0.0% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
987
shares
|
$112,952
0.01% of portfolio
|
Q1 2023
Reduced 10.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
896
shares
|
$102,538
0.04% of portfolio
|
Q1 2024
Reduced 55.45%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
860
shares
|
$98,418
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|