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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,572
shares
|
$336,057
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
2,554
shares
|
$333,705
0.12% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
2,553
shares
|
$333,574
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
2,551
shares
|
$333,313
0.17% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,542
shares
|
$332,137
0.01% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
2,521
shares
|
$329,393
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
2,508
shares
|
$327,695
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,494
shares
|
$325,866
0.02% of portfolio
|
Q3 2025
Reduced 13.94%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,479
shares
|
$323,906
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
2,439
shares
|
$318,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,398
shares
|
$313,322
0.09% of portfolio
|
Q4 2025
Reduced 28.65%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,389
shares
|
$312,146
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
2,334
shares
|
$304,960
0.07% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
2,331
shares
|
$304,568
0.02% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,321
shares
|
$303,261
0.01% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,321
shares
|
$303,261
0.05% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
2,260
shares
|
$295,291
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
2,177
shares
|
$284,446
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
2,125
shares
|
$277,652
0.12% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,118
shares
|
$276,737
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
2,112
shares
|
$275,953
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
2,076
shares
|
$271,250
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,070
shares
|
$270,466
0.0% of portfolio
|
Q3 2023
Reduced 23.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,030
shares
|
$265,239
0.0% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
2,010
shares
|
$262,626
0.07% of portfolio
|
Q4 2023
Reduced 22.99%
|
|