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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
85
shares
|
$10,652
0.0% of portfolio
|
Q2 2024
Reduced 62.05%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
83
shares
|
$10,401
0.0% of portfolio
|
Q2 2025
Added 137.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
77
shares
|
$9,649
0.0% of portfolio
|
Q1 2025
Reduced 99.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
76
shares
|
$9,524
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
71
shares
|
$8,897
0.0% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
70
shares
|
$8,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
70
shares
|
$8,772
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
68
shares
|
$8,521
0.0% of portfolio
|
Q4 2023
Reduced 27.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
63
shares
|
$7,895
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
59
shares
|
$7,393
0.0% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
56
shares
|
$7,017
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
56
shares
|
$7,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
54
shares
|
$6,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
54
shares
|
$6,767
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
52
shares
|
$6,516
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
51
shares
|
$6,391
0.0% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$6,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
47
shares
|
$5,890
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
39
shares
|
$4,887
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
38
shares
|
$4,762
0.0% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
38
shares
|
$4,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
37
shares
|
$4,636
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
36
shares
|
$4,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
35
shares
|
$4,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35
shares
|
$4,386
0.0% of portfolio
|
Q3 2021
New holding
|