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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
372
shares
|
$42,571
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
372
shares
|
$42,571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
364
shares
|
$41,656
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
345
shares
|
$39,481
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
325
shares
|
$37,193
0.0% of portfolio
|
Q2 2025
Added 69.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
305
shares
|
$34,904
0.0% of portfolio
|
Q4 2024
Reduced 78.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
279
shares
|
$31,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
275
shares
|
$31,471
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
270
shares
|
$30,898
0.0% of portfolio
|
Q4 2023
Reduced 37.93%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
260
shares
|
$29,754
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
256
shares
|
$29,296
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
253
shares
|
$28,953
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
250
shares
|
$28,610
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
242
shares
|
$27,694
0.01% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
231
shares
|
$26,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
224
shares
|
$25,634
0.01% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
216
shares
|
$24,719
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
200
shares
|
$22,888
0.0% of portfolio
|
Q1 2025
Added 119.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
186
shares
|
$21,285
0.0% of portfolio
|
Q2 2025
Reduced 29.01%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
167
shares
|
$19,111
0.01% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
165
shares
|
$18,882
0.0% of portfolio
|
Q4 2024
Reduced 78.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
158
shares
|
$18,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
154
shares
|
$17,623
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
149
shares
|
$17,051
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
147
shares
|
$16,822
0.0% of portfolio
|
Q1 2025
Reduced 26.5%
|