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 |
|---|---|---|---|---|---|
|
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 |
Jan 12, 2026 Q4 2025 |
167
shares
|
$21,820
0.01% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 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
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
147
shares
|
$19,207
0.0% of portfolio
|
Q1 2025
Reduced 26.5%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
145
shares
|
$18,945
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
143
shares
|
$18,684
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
138
shares
|
$18,031
0.0% of portfolio
|
Q2 2024
Added 33.98%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
138
shares
|
$18,031
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
128
shares
|
$16,724
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
122
shares
|
$15,940
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
122
shares
|
$15,940
0.0% of portfolio
|
Q4 2025
Reduced 6.15%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$15,809
0.01% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
120
shares
|
$15,679
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
115
shares
|
$15,025
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
115
shares
|
$15,025
0.0% of portfolio
|
Q3 2024
Reduced 46.51%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
110
shares
|
$14,372
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
110
shares
|
$14,372
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
104
shares
|
$13,588
0.0% of portfolio
|
Q3 2024
Added 205.88%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
102
shares
|
$13,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
101
shares
|
$13,196
0.0% of portfolio
|
Q2 2025
Reduced 26.81%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
98
shares
|
$12,804
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
97
shares
|
$12,674
0.01% of portfolio
|
Q4 2024
New holding
|
|