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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
2,046
shares
|
$267,330
0.01% of portfolio
|
Q4 2025
Added 20.78%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
2,038
shares
|
$266,285
0.11% of portfolio
|
Q4 2025
Reduced 4.09%
|
|
|
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%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
2,000
shares
|
$261,320
0.19% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,995
shares
|
$260,666
0.02% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,994
shares
|
$260,536
0.03% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
1,990
shares
|
$260,013
0.04% of portfolio
|
Q4 2025
Added 14.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,984
shares
|
$259,229
0.07% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jan 20, 2026 Q4 2025 |
1,956
shares
|
$255,570
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,945
shares
|
$254,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,944
shares
|
$254,003
0.0% of portfolio
|
Q1 2021
Reduced 20.16%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
1,930
shares
|
$252,173
0.07% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,914
shares
|
$250,083
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,912
shares
|
$249,821
0.1% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,897
shares
|
$247,862
0.02% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
1,886
shares
|
$246,424
0.09% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
1,857
shares
|
$242,635
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
1,857
shares
|
$242,635
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
1,812
shares
|
$236,755
0.04% of portfolio
|
Q4 2025
Reduced 16.77%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,805
shares
|
$235,841
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,752
shares
|
$228,916
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,733
shares
|
$226,433
0.01% of portfolio
|
Q4 2025
Reduced 1.81%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,711
shares
|
$223,559
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,691
shares
|
$220,946
0.0% of portfolio
|
Q3 2025
Reduced 32.28%
|
|