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 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
231,988
shares
|
$26.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
205,000
shares
|
$23.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
194,672
shares
|
$22.3 Million
0.03% of portfolio
|
Q2 2025
Added 1194.19%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
193,299
shares
|
$22.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
190,257
shares
|
$21.8 Million
0.91% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,291
shares
|
$21.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.48%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
177,455
shares
|
$20.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
175,147
shares
|
$20 Million
2.89% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
173,169
shares
|
$19.8 Million
3.45% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
156,489
shares
|
$17.9 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
143,925
shares
|
$16.5 Million
0.58% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,115
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
124,480
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
118,120
shares
|
$13.5 Million
3.68% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
111,881
shares
|
$12.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
99,937
shares
|
$11.4 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
98,279
shares
|
$11.2 Million
3.61% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
97,003
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
89,792
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
88,817
shares
|
$10.2 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
86,415
shares
|
$9.89 Million
2.76% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
81,877
shares
|
$9.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
69,620
shares
|
$7.97 Million
5.6% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
69,402
shares
|
$7.94 Million
1.3% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
67,429
shares
|
$7.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 91.21%
|