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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,483
shares
|
$4.4 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
38,272
shares
|
$4.38 Million
0.17% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
37,673
shares
|
$4.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
35,924
shares
|
$4.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
35,609
shares
|
$4.08 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
33,450
shares
|
$3.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
32,580
shares
|
$3.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
32,128
shares
|
$3.68 Million
2.01% of portfolio
|
Q2 2025
Reduced 37.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
31,250
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
30,294
shares
|
$3.47 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
29,974
shares
|
$3.43 Million
0.11% of portfolio
|
Q2 2025
Added 139.39%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
29,672
shares
|
$3.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
29,150
shares
|
$3.34 Million
0.39% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
29,077
shares
|
$3.33 Million
0.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
28,917
shares
|
$3.31 Million
0.16% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
28,175
shares
|
$3.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
27,296
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 69.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,995
shares
|
$2.97 Million
0.17% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,811
shares
|
$2.95 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,019
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
24,883
shares
|
$2.85 Million
0.08% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
24,389
shares
|
$2.79 Million
1.27% of portfolio
|
Q2 2025
Reduced 22.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
24,204
shares
|
$2.77 Million
0.1% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
24,067
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,798
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.84%
|