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 |
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,277
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
15,274
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
15,253
shares
|
$1.75 Million
0.44% of portfolio
|
Q2 2025
Reduced 63.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,042
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
14,000
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
13,839
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,837
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
13,589
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13,582
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
13,333
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
13,253
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
13,142
shares
|
$1.5 Million
0.64% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
12,879
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,798
shares
|
$1.46 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
12,649
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
12,530
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,271
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Strategic Investment Management, LLC
|
Jul 29, 2025 Q2 2025 |
12,200
shares
|
$1.4 Million
0.77% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12,128
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,102
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2020
Added 35.25%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
12,092
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
11,913
shares
|
$1.36 Million
1.28% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
11,757
shares
|
$1.35 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.98%
|