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 496 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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
237,952
shares
|
$31.1 Million
0.09% of portfolio
|
Q3 2025
Added 23.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
234,583
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,291
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.48%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
182,117
shares
|
$23.8 Million
3.16% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
174,598
shares
|
$22.8 Million
3.59% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
157,765
shares
|
$20.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
157,116
shares
|
$20.5 Million
0.06% of portfolio
|
Q3 2025
Added 561.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
156,489
shares
|
$20.4 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
147,446
shares
|
$19.3 Million
0.73% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
144,142
shares
|
$18.8 Million
0.03% of portfolio
|
Q3 2025
Added 105.12%
|
|
|
Tlt Family Holdco Ulc
Toronto, |
Nov 12, 2025 Q3 2025 |
139,000
shares
|
$18.2 Million
1.59% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
136,250
shares
|
$17.8 Million
0.56% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
133,774
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 90.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,115
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
115,367
shares
|
$15.1 Million
3.83% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
110,354
shares
|
$14.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
99,937
shares
|
$13.1 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
98,279
shares
|
$12.8 Million
3.61% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
96,183
shares
|
$12.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
92,796
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2025
Added 69.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
88,817
shares
|
$11.6 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
87,520
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
82,344
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
81,287
shares
|
$10.6 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
76,408
shares
|
$9.98 Million
2.66% of portfolio
|
Q3 2025
Reduced 11.58%
|
|