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 505 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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,691
shares
|
$220,946
0.0% of portfolio
|
Q3 2025
Reduced 32.28%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
1,674
shares
|
$218,724
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,672
shares
|
$218,463
0.06% of portfolio
|
Q4 2024
Reduced 50.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,670
shares
|
$218,202
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,669
shares
|
$218,071
0.09% of portfolio
|
Q1 2023
Reduced 0.6%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,623
shares
|
$212,061
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,620
shares
|
$211,669
0.09% of portfolio
|
Q2 2022
Reduced 13.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
1,601
shares
|
$209,186
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
1,593
shares
|
$208,141
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
1,579
shares
|
$206,312
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
1,521
shares
|
$198,733
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,511
shares
|
$197,427
0.0% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,482
shares
|
$193,638
0.21% of portfolio
|
Q3 2022
Reduced 68.45%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
1,482
shares
|
$193,638
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,475
shares
|
$192,723
0.0% of portfolio
|
Q3 2025
Reduced 31.46%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,427
shares
|
$186,451
0.01% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,399
shares
|
$182,793
0.04% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,382
shares
|
$180,572
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,350
shares
|
$176,391
0.07% of portfolio
|
Q3 2025
Added 26900.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,297
shares
|
$169,466
0.0% of portfolio
|
Q3 2025
Added 248.66%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,193
shares
|
$155,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,163
shares
|
$151,957
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,114
shares
|
$145,555
0.05% of portfolio
|
Q3 2025
Reduced 22.91%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,102
shares
|
$143,987
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
987
shares
|
$128,961
0.01% of portfolio
|
Q1 2023
Reduced 10.52%
|
|