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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
15,107
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,042
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
14,832
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
14,508
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
14,430
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 47.14%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
13,851
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
13,635
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
13,372
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
13,236
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
12,798
shares
|
$1.67 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
12,753
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
12,421
shares
|
$1.62 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,271
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
12,234
shares
|
$1.6 Million
1.38% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
12,181
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
12,128
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,102
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2020
Added 35.25%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
11,989
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 122.1%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
11,919
shares
|
$1.56 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,828
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,746
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,713
shares
|
$1.53 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
11,690
shares
|
$1.53 Million
0.55% of portfolio
|
Q4 2024
Added 0.48%
|
|