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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,352
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
8,294
shares
|
$1.04 Million
0.78% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,288
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
8,136
shares
|
$1.02 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,758
shares
|
$972,232
0.62% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
7,633
shares
|
$956,567
0.68% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,556
shares
|
$946,917
0.13% of portfolio
|
Q3 2023
Reduced 7.58%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
7,381
shares
|
$924,986
0.03% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,223
shares
|
$905,186
0.02% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,166
shares
|
$898,043
0.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
7,112
shares
|
$891,275
0.04% of portfolio
|
Q2 2025
Reduced 58.37%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
7,083
shares
|
$887,641
0.0% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
7,003
shares
|
$877,615
0.01% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
6,932
shares
|
$868,718
0.01% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
6,896
shares
|
$864,206
0.01% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
6,835
shares
|
$856,562
0.02% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,830
shares
|
$855,935
0.06% of portfolio
|
Q3 2022
Added 0.98%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
6,785
shares
|
$850,296
0.46% of portfolio
|
Q2 2025
Added 47.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
6,648
shares
|
$833,127
0.02% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
6,635
shares
|
$831,498
0.0% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
6,382
shares
|
$799,792
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,305
shares
|
$790,142
0.0% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,277
shares
|
$786,633
0.09% of portfolio
|
Q2 2025
Reduced 41.03%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,276
shares
|
$786,508
0.01% of portfolio
|
Q3 2025
Added 37.66%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
6,179
shares
|
$774,352
0.45% of portfolio
|
Q2 2025
Reduced 9.15%
|