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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
396
shares
|
$51,741
0.0% of portfolio
|
Q2 2025
Reduced 88.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
389
shares
|
$50,826
0.0% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
368
shares
|
$48,082
0.0% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
345
shares
|
$45,077
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
293
shares
|
$38,283
0.0% of portfolio
|
Q3 2025
Added 306.94%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
287
shares
|
$37,499
0.01% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
279
shares
|
$36,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
275
shares
|
$35,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
271
shares
|
$35,408
0.0% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
270
shares
|
$35,278
0.0% of portfolio
|
Q4 2023
Reduced 37.93%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
260
shares
|
$33,971
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
256
shares
|
$33,448
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
253
shares
|
$33,056
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
248
shares
|
$32,403
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
242
shares
|
$31,619
0.01% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
224
shares
|
$29,267
0.01% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
188
shares
|
$24,564
0.0% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
186
shares
|
$24,302
0.0% of portfolio
|
Q2 2025
Reduced 29.01%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
178
shares
|
$23,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
175
shares
|
$22,865
0.0% of portfolio
|
Q3 2025
Reduced 68.35%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
167
shares
|
$21,820
0.01% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
165
shares
|
$21,558
0.0% of portfolio
|
Q4 2024
Reduced 78.43%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
160
shares
|
$20,905
0.0% of portfolio
|
Q3 2025
Reduced 63.13%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
158
shares
|
$20,644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
154
shares
|
$20,121
0.01% of portfolio
|
Q1 2025
New holding
|
|