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 497 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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
76
shares
|
$9,930
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
73
shares
|
$9,538
0.0% of portfolio
|
Q3 2025
Reduced 93.69%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
71
shares
|
$9,276
0.0% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
70
shares
|
$9,146
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
70
shares
|
$9,146
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
70
shares
|
$9,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
68
shares
|
$8,884
0.0% of portfolio
|
Q4 2023
Reduced 27.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
59
shares
|
$7,708
0.0% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
52
shares
|
$6,794
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
51
shares
|
$6,663
0.01% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
49
shares
|
$6,402
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
47
shares
|
$6,141
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
39
shares
|
$5,095
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
38
shares
|
$4,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
38
shares
|
$4,965
0.0% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
37
shares
|
$4,834
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
36
shares
|
$4,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35
shares
|
$4,573
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
33
shares
|
$4,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
32
shares
|
$4,181
0.0% of portfolio
|
Q2 2025
Reduced 74.19%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
30
shares
|
$3,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
29
shares
|
$3,789
0.0% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
29
shares
|
$3,789
0.0% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
29
shares
|
$3,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
28
shares
|
$3,658
0.0% of portfolio
|
Q2 2025
New holding
|
|