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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
959
shares
|
$125,302
0.02% of portfolio
|
Q3 2025
Added 41.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
896
shares
|
$117,071
0.04% of portfolio
|
Q1 2024
Reduced 55.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
863
shares
|
$112,759
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
860
shares
|
$112,367
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
816
shares
|
$106,618
0.0% of portfolio
|
Q3 2025
Reduced 60.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
807
shares
|
$105,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
802
shares
|
$104,789
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
800
shares
|
$104,528
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
780
shares
|
$101,914
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
761
shares
|
$99,432
0.0% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
755
shares
|
$98,648
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
744
shares
|
$97,211
0.03% of portfolio
|
Q4 2025
Reduced 40.19%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
738
shares
|
$96,427
0.02% of portfolio
|
Q4 2025
Reduced 54.44%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
724
shares
|
$94,597
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
643
shares
|
$84,014
0.01% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
594
shares
|
$77,612
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
564
shares
|
$73,692
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
531
shares
|
$69,380
0.0% of portfolio
|
Q3 2025
Added 42.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
521
shares
|
$68,073
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
513
shares
|
$67,028
0.03% of portfolio
|
Q4 2023
Reduced 37.59%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
503
shares
|
$65,721
0.01% of portfolio
|
Q1 2025
Added 147.78%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
497
shares
|
$64,938
0.03% of portfolio
|
Q3 2023
Reduced 58.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
489
shares
|
$63,892
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
489
shares
|
$63,892
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
488
shares
|
$63,762
0.04% of portfolio
|
Q4 2024
New holding
|
|