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 498 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 |
|---|---|---|---|---|---|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
22,713
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
22,448
shares
|
$2.93 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
21,971
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
20,681
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
19,691
shares
|
$2.57 Million
0.67% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
19,458
shares
|
$2.54 Million
1.74% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
19,354
shares
|
$2.53 Million
0.35% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
19,314
shares
|
$2.52 Million
0.36% of portfolio
|
Q3 2025
Reduced 12.98%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,912
shares
|
$2.47 Million
0.17% of portfolio
|
Q3 2025
Added 414.89%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
18,576
shares
|
$2.43 Million
0.31% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,487
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
17,559
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 13617.97%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
17,530
shares
|
$2.29 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
17,376
shares
|
$2.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
16,683
shares
|
$2.18 Million
1.56% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,596
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
16,468
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
16,093
shares
|
$2.1 Million
1.25% of portfolio
|
Q3 2022
Reduced 39.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
15,896
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,707
shares
|
$2.05 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
15,669
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
15,309
shares
|
$2 Million
0.6% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
15,274
shares
|
$2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
15,270
shares
|
$2 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
15,223
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2025
Added 3.85%
|
|