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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35
shares
|
$4,386
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
33
shares
|
$4,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
33
shares
|
$4,135
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
32
shares
|
$4,010
0.0% of portfolio
|
Q2 2025
Reduced 74.19%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
29
shares
|
$3,634
0.0% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
29
shares
|
$3,634
0.0% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
29
shares
|
$3,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
28
shares
|
$3,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
28
shares
|
$3,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
25
shares
|
$3,133
0.0% of portfolio
|
Q1 2025
Reduced 59.68%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
22
shares
|
$2,757
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
22
shares
|
$2,757
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
19
shares
|
$2,381
0.0% of portfolio
|
Q2 2024
Reduced 17.39%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,879
0.0% of portfolio
|
Q3 2024
Reduced 94.07%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
13
shares
|
$1,629
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
10
shares
|
$1,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
7
shares
|
$877
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
5
shares
|
$626
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$626
0.0% of portfolio
|
Q2 2022
Reduced 99.86%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5
shares
|
$626
0.0% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
2
shares
|
$250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1
shares
|
$125
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$125
0.0% of portfolio
|
Q3 2024
New holding
|