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 499 institutions that hold shares in the stock, with a total of 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
74,182
shares
|
$9.69 Million
0.0% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
72,632
shares
|
$9.49 Million
1.6% of portfolio
|
Q3 2025
Added 103.97%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
68,084
shares
|
$8.9 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
65,078
shares
|
$8.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
64,192
shares
|
$8.39 Million
5.16% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
63,574
shares
|
$8.31 Million
0.69% of portfolio
|
Q4 2025
Reduced 2.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
59,549
shares
|
$7.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
58,661
shares
|
$7.66 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
56,095
shares
|
$7.33 Million
2.18% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
55,959
shares
|
$7.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
48,984
shares
|
$6.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45,684
shares
|
$5.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
45,671
shares
|
$5.97 Million
0.54% of portfolio
|
Q4 2025
Added 1.97%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
45,100
shares
|
$5.89 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
43,628
shares
|
$5.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
43,207
shares
|
$5.65 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
42,496
shares
|
$5.55 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
42,316
shares
|
$5.53 Million
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
40,625
shares
|
$5.31 Million
0.88% of portfolio
|
Q2 2023
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
40,581
shares
|
$5.3 Million
1.44% of portfolio
|
Q2 2022
Reduced 8.14%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
40,419
shares
|
$5.28 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
39,716
shares
|
$5.19 Million
0.13% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
39,505
shares
|
$5.16 Million
0.27% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
38,854
shares
|
$5.08 Million
0.99% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,483
shares
|
$5.03 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|