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 |
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
11,690
shares
|
$1.34 Million
0.55% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
11,616
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
11,396
shares
|
$1.3 Million
0.83% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,337
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,214
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,059
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,832
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,731
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.55%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
10,572
shares
|
$1.21 Million
0.7% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,569
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
10,204
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.99%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,197
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.23%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
10,162
shares
|
$1.16 Million
0.43% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,114
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
10,048
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
9,854
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
9,733
shares
|
$1.11 Million
0.91% of portfolio
|
Q1 2025
Reduced 35.17%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
9,419
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
9,318
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
9,244
shares
|
$1.06 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
9,180
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
9,045
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,936
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2023
Reduced 6.74%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
8,593
shares
|
$983,382
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,352
shares
|
$955,802
0.16% of portfolio
|
Q2 2025
Reduced 13.48%
|