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 502 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 $6.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,895
shares
|
$639,580
0.02% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,775
shares
|
$623,901
0.01% of portfolio
|
Q2 2025
Reduced 56.82%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
4,770
shares
|
$623,248
0.11% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,737
shares
|
$618,936
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,731
shares
|
$618,152
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,705
shares
|
$614,755
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,705
shares
|
$614,755
0.29% of portfolio
|
Q3 2023
Reduced 3.29%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,630
shares
|
$604,955
0.2% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,604
shares
|
$601,558
0.0% of portfolio
|
Q3 2025
Reduced 56.44%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
4,586
shares
|
$599,206
0.09% of portfolio
|
Q4 2025
Added 79.63%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
4,528
shares
|
$591,628
0.05% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,428
shares
|
$578,562
0.18% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,387
shares
|
$573,205
0.01% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
4,373
shares
|
$571,376
0.5% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
4,354
shares
|
$568,893
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
4,312
shares
|
$563,405
0.14% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,283
shares
|
$559,616
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,265
shares
|
$557,264
0.58% of portfolio
|
Q3 2022
Reduced 62.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,221
shares
|
$551,515
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
4,221
shares
|
$551,515
0.0% of portfolio
|
Q4 2025
Added 156.44%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
4,174
shares
|
$545,374
0.45% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,144
shares
|
$541,455
0.0% of portfolio
|
Q3 2025
Reduced 17.45%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
4,108
shares
|
$536,751
0.0% of portfolio
|
Q3 2025
Added 26.56%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,083
shares
|
$533,484
0.03% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,998
shares
|
$522,378
0.13% of portfolio
|
Q1 2025
Added 3.04%
|
|