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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
77
shares
|
$8,845
0.0% of portfolio
|
Q1 2025
Reduced 99.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
76
shares
|
$8,730
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
72
shares
|
$8,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
71
shares
|
$8,156
0.0% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
70
shares
|
$8,041
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
70
shares
|
$8,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
69
shares
|
$7,926
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
68
shares
|
$7,811
0.0% of portfolio
|
Q4 2023
Reduced 27.66%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
64
shares
|
$7,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
63
shares
|
$7,237
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
62
shares
|
$7,122
0.0% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
60
shares
|
$6,892
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
59
shares
|
$6,777
0.0% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
56
shares
|
$6,433
0.0% of portfolio
|
Q1 2025
Reduced 98.47%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
56
shares
|
$6,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
56
shares
|
$6,433
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
54
shares
|
$6,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
53
shares
|
$6,088
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
52
shares
|
$5,973
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
51
shares
|
$5,858
0.0% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$5,744
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
47
shares
|
$5,399
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
39
shares
|
$4,480
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
38
shares
|
$4,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
38
shares
|
$4,365
0.0% of portfolio
|
Q2 2024
Reduced 50.65%
|