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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
165
shares
|
$20,677
0.0% of portfolio
|
Q4 2024
Reduced 78.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
158
shares
|
$19,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
154
shares
|
$19,299
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
147
shares
|
$18,422
0.0% of portfolio
|
Q1 2025
Reduced 26.5%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
145
shares
|
$18,171
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
142
shares
|
$17,795
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
138
shares
|
$17,294
0.0% of portfolio
|
Q2 2024
Added 33.98%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
138
shares
|
$17,294
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
138
shares
|
$17,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
130
shares
|
$16,291
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
128
shares
|
$16,040
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
128
shares
|
$16,040
0.0% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
123
shares
|
$15,414
0.0% of portfolio
|
Q1 2024
Added 261.76%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$15,163
0.01% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
120
shares
|
$15,038
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
115
shares
|
$14,411
0.0% of portfolio
|
Q3 2024
Reduced 46.51%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
115
shares
|
$14,411
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
104
shares
|
$13,033
0.0% of portfolio
|
Q3 2024
Added 205.88%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
103
shares
|
$12,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
102
shares
|
$12,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
101
shares
|
$12,657
0.0% of portfolio
|
Q2 2025
Reduced 26.81%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
100
shares
|
$12,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
98
shares
|
$12,281
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
97
shares
|
$12,156
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
88
shares
|
$11,028
0.0% of portfolio
|
Q1 2025
Added 203.45%
|