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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
6,106
shares
|
$765,203
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,088
shares
|
$762,948
0.02% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,064
shares
|
$759,940
0.03% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,013
shares
|
$753,549
0.1% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
6,002
shares
|
$752,170
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,978
shares
|
$749,162
0.06% of portfolio
|
Q1 2025
Reduced 25.64%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
5,863
shares
|
$734,751
0.13% of portfolio
|
Q2 2025
Added 21.71%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
5,779
shares
|
$724,224
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
5,652
shares
|
$708,308
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
5,545
shares
|
$694,899
0.13% of portfolio
|
Q2 2022
Added 88.09%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,478
shares
|
$686,502
0.16% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
5,436
shares
|
$681,239
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,398
shares
|
$676,477
0.0% of portfolio
|
Q2 2025
Reduced 59.09%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
5,285
shares
|
$662,316
0.08% of portfolio
|
Q1 2025
Added 36.28%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
5,258
shares
|
$658,932
0.12% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,239
shares
|
$656,551
0.03% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,131
shares
|
$643,016
0.02% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,090
shares
|
$637,878
0.01% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,020
shares
|
$629,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
4,917
shares
|
$616,198
0.28% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,813
shares
|
$603,165
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
4,812
shares
|
$603,039
0.11% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
4,775
shares
|
$598,403
0.03% of portfolio
|
Q2 2025
Reduced 56.82%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
4,710
shares
|
$590,257
0.01% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,705
shares
|
$589,630
0.29% of portfolio
|
Q3 2023
Reduced 3.29%
|