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 499 institutions that hold shares in the stock, with a total of 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,117
shares
|
$407,267
0.01% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,076
shares
|
$401,910
0.02% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,000
shares
|
$391,980
0.21% of portfolio
|
Q3 2025
Reduced 75.41%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$391,457
0.04% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,976
shares
|
$388,844
0.03% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,965
shares
|
$387,406
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,958
shares
|
$386,492
0.04% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
2,935
shares
|
$383,487
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
2,900
shares
|
$378,914
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,872
shares
|
$375,255
0.01% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
2,837
shares
|
$370,682
0.0% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,835
shares
|
$370,421
0.01% of portfolio
|
Q3 2025
Reduced 57.36%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,814
shares
|
$367,677
0.01% of portfolio
|
Q3 2025
Added 40.63%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,808
shares
|
$366,893
0.01% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
2,788
shares
|
$364,280
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,774
shares
|
$362,450
0.01% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
2,772
shares
|
$362,189
0.04% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,769
shares
|
$361,797
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
2,740
shares
|
$358,008
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,661
shares
|
$347,686
0.01% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,633
shares
|
$344,027
0.01% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,610
shares
|
$341,022
0.21% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
2,600
shares
|
$339,716
0.14% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
2,593
shares
|
$338,801
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,579
shares
|
$336,972
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|