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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
437
shares
|
$54,764
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
435
shares
|
$54,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
420
shares
|
$52,634
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
408
shares
|
$51,130
0.0% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
396
shares
|
$49,626
0.0% of portfolio
|
Q2 2025
Reduced 88.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
389
shares
|
$48,749
0.0% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
372
shares
|
$46,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
372
shares
|
$46,619
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
345
shares
|
$43,235
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
325
shares
|
$40,729
0.0% of portfolio
|
Q2 2025
Added 69.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
305
shares
|
$38,222
0.0% of portfolio
|
Q4 2024
Reduced 78.09%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
293
shares
|
$36,718
0.0% of portfolio
|
Q3 2025
Added 306.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
279
shares
|
$34,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
275
shares
|
$34,463
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
270
shares
|
$33,836
0.0% of portfolio
|
Q4 2023
Reduced 37.93%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
260
shares
|
$32,583
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
256
shares
|
$32,081
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
253
shares
|
$31,705
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
250
shares
|
$31,330
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
242
shares
|
$30,327
0.01% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
231
shares
|
$28,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
224
shares
|
$28,071
0.01% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
200
shares
|
$25,064
0.0% of portfolio
|
Q1 2025
Added 119.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
186
shares
|
$23,309
0.0% of portfolio
|
Q2 2025
Reduced 29.01%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
167
shares
|
$20,928
0.01% of portfolio
|
Q2 2025
Reduced 13.92%
|