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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
77
shares
|
$8,811
0.0% of portfolio
|
Q1 2025
Reduced 99.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
76
shares
|
$8,697
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
72
shares
|
$8,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
71
shares
|
$8,125
0.0% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
70
shares
|
$8,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
70
shares
|
$8,010
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
68
shares
|
$7,781
0.0% of portfolio
|
Q4 2023
Reduced 27.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
63
shares
|
$7,209
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
59
shares
|
$6,751
0.0% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
56
shares
|
$6,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
56
shares
|
$6,408
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
54
shares
|
$6,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
54
shares
|
$6,179
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
52
shares
|
$5,950
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
51
shares
|
$5,836
0.0% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$5,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
47
shares
|
$5,378
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
39
shares
|
$4,463
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
38
shares
|
$4,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
38
shares
|
$4,348
0.0% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35
shares
|
$4,005
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35
shares
|
$4,005
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
35
shares
|
$4,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
34
shares
|
$3,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
33
shares
|
$3,776
0.0% of portfolio
|
Q4 2024
New holding
|