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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,102
shares
|
$138,102
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
987
shares
|
$123,690
0.01% of portfolio
|
Q1 2023
Reduced 10.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
896
shares
|
$112,286
0.04% of portfolio
|
Q1 2024
Reduced 55.45%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
860
shares
|
$107,775
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
803
shares
|
$100,631
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
802
shares
|
$100,506
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
800
shares
|
$100,256
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
780
shares
|
$97,749
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
721
shares
|
$90,355
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
713
shares
|
$89,353
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
710
shares
|
$88,977
0.0% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
678
shares
|
$84,966
0.01% of portfolio
|
Q4 2024
Added 421.54%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
643
shares
|
$80,580
0.01% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
561
shares
|
$70,304
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
553
shares
|
$69,301
0.0% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
513
shares
|
$64,289
0.03% of portfolio
|
Q4 2023
Reduced 37.59%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
503
shares
|
$63,035
0.01% of portfolio
|
Q1 2025
Added 147.78%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
497
shares
|
$62,284
0.03% of portfolio
|
Q3 2023
Reduced 58.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
488
shares
|
$61,156
0.0% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
488
shares
|
$61,156
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
487
shares
|
$61,030
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
458
shares
|
$57,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
457
shares
|
$57,271
0.01% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
446
shares
|
$55,892
0.01% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
442
shares
|
$55,391
0.0% of portfolio
|
Q2 2025
Added 63.7%
|