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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
25,477
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
24,883
shares
|
$2.86 Million
0.08% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
24,067
shares
|
$2.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,798
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,293
shares
|
$2.68 Million
0.06% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
22,194
shares
|
$2.55 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
21,108
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
20,278
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
20,179
shares
|
$2.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
20,085
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
19,243
shares
|
$2.21 Million
0.03% of portfolio
|
Q4 2022
Reduced 4.52%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
18,795
shares
|
$2.16 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
18,723
shares
|
$2.15 Million
1.8% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
18,690
shares
|
$2.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,487
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
18,252
shares
|
$2.1 Million
0.34% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
18,154
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 60.63%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
18,041
shares
|
$2.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 24.69%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
17,799
shares
|
$2.04 Million
0.06% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
17,600
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.77%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
17,499
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
17,248
shares
|
$1.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,085
shares
|
$1.96 Million
0.08% of portfolio
|
Q1 2025
Reduced 71.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
17,027
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
16,448
shares
|
$1.89 Million
0.56% of portfolio
|
Q1 2025
Added 37.01%
|