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 58.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,046
shares
|
$120,164
0.0% of portfolio
|
Q1 2025
Reduced 64.7%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
987
shares
|
$113,386
0.01% of portfolio
|
Q1 2023
Reduced 10.52%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
958
shares
|
$110,055
0.01% of portfolio
|
Q1 2025
Added 48.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
896
shares
|
$102,932
0.04% of portfolio
|
Q1 2024
Reduced 55.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
877
shares
|
$100,749
0.0% of portfolio
|
Q1 2025
Added 401.14%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
860
shares
|
$98,796
0.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
800
shares
|
$91,904
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
718
shares
|
$82,483
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
712
shares
|
$81,794
0.0% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
678
shares
|
$77,888
0.01% of portfolio
|
Q4 2024
Added 421.54%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
565
shares
|
$64,907
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
513
shares
|
$58,933
0.03% of portfolio
|
Q4 2023
Reduced 37.59%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
503
shares
|
$57,784
0.01% of portfolio
|
Q1 2025
Added 147.78%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
497
shares
|
$57,095
0.03% of portfolio
|
Q3 2023
Reduced 58.02%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
488
shares
|
$56,061
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
488
shares
|
$56,061
0.0% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
484
shares
|
$55,601
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
460
shares
|
$52,844
0.03% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
458
shares
|
$52,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
457
shares
|
$52,500
0.01% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
446
shares
|
$51,236
0.01% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
436
shares
|
$50,087
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
435
shares
|
$49,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
420
shares
|
$48,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
416
shares
|
$47,790
0.0% of portfolio
|
Q1 2025
Added 164.97%
|