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 |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
3,950
shares
|
$516,107
0.25% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
3,937
shares
|
$514,408
0.32% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
3,925
shares
|
$512,840
0.26% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
3,924
shares
|
$512,709
0.15% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,923
shares
|
$512,579
0.01% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,892
shares
|
$508,528
0.08% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
3,760
shares
|
$491,281
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
3,749
shares
|
$489,844
0.36% of portfolio
|
Q4 2025
Reduced 13.02%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
3,735
shares
|
$488,015
0.06% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2026 Q4 2025 |
3,731
shares
|
$487,492
0.44% of portfolio
|
Q4 2025
Reduced 10.03%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
3,719
shares
|
$485,924
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,719
shares
|
$485,924
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
3,677
shares
|
$480,436
0.05% of portfolio
|
Q3 2025
Added 20.05%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
3,671
shares
|
$479,652
0.3% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
3,664
shares
|
$478,738
0.08% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,643
shares
|
$475,994
0.01% of portfolio
|
Q3 2025
Reduced 29.0%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
3,568
shares
|
$466,194
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,470
shares
|
$453,390
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
3,426
shares
|
$447,641
0.08% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
3,408
shares
|
$445,289
0.24% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
3,396
shares
|
$443,721
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
3,390
shares
|
$442,937
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
3,384
shares
|
$442,153
0.13% of portfolio
|
Q3 2025
Reduced 19.83%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,374
shares
|
$440,846
0.04% of portfolio
|
Q2 2023
Reduced 32.44%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
3,369
shares
|
$440,193
0.24% of portfolio
|
Q4 2025
Added 13.63%
|
|