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 |
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
23,750
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,293
shares
|
$2.67 Million
0.06% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
23,187
shares
|
$2.65 Million
0.69% of portfolio
|
Q2 2025
Added 46.59%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
22,413
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.92%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
22,194
shares
|
$2.54 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
21,987
shares
|
$2.52 Million
0.04% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
20,179
shares
|
$2.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
20,000
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 72.2%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
19,355
shares
|
$2.21 Million
1.76% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
19,326
shares
|
$2.21 Million
0.35% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
18,489
shares
|
$2.12 Million
0.32% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
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%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
18,060
shares
|
$2.07 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
17,838
shares
|
$2.04 Million
1.55% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
17,626
shares
|
$2.02 Million
0.57% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
17,499
shares
|
$2 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
17,179
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
16,884
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
16,766
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,494
shares
|
$1.89 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
16,240
shares
|
$1.86 Million
0.56% of portfolio
|
Q2 2025
Reduced 41.06%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
16,093
shares
|
$1.84 Million
1.25% of portfolio
|
Q3 2022
Reduced 39.62%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
15,658
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
15,404
shares
|
$1.76 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
15,353
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.26%
|