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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
800
shares
|
$91,552
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
780
shares
|
$89,263
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
772
shares
|
$88,347
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
721
shares
|
$82,511
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
712
shares
|
$81,481
0.0% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
710
shares
|
$81,252
0.0% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
678
shares
|
$77,590
0.01% of portfolio
|
Q4 2024
Added 421.54%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
643
shares
|
$73,584
0.01% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
561
shares
|
$64,200
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
553
shares
|
$63,285
0.0% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
513
shares
|
$58,707
0.03% of portfolio
|
Q4 2023
Reduced 37.59%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
503
shares
|
$57,563
0.01% of portfolio
|
Q1 2025
Added 147.78%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
497
shares
|
$56,876
0.03% of portfolio
|
Q3 2023
Reduced 58.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
488
shares
|
$55,846
0.0% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
488
shares
|
$55,846
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
487
shares
|
$55,732
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
458
shares
|
$52,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
457
shares
|
$52,299
0.01% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
446
shares
|
$51,040
0.01% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
442
shares
|
$50,582
0.0% of portfolio
|
Q2 2025
Added 63.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
437
shares
|
$50,010
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
435
shares
|
$49,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
420
shares
|
$48,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
408
shares
|
$46,691
0.0% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
396
shares
|
$45,318
0.0% of portfolio
|
Q2 2025
Reduced 88.71%
|