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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
11,597
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2025
Added 57.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
11,518
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 58.26%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
11,457
shares
|
$1.5 Million
0.81% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,869
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
10,840
shares
|
$1.42 Million
1.68% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,795
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,731
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.55%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
10,572
shares
|
$1.38 Million
0.7% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,182
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
10,161
shares
|
$1.33 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
9,949
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,944
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
9,770
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
9,733
shares
|
$1.27 Million
0.91% of portfolio
|
Q1 2025
Reduced 35.17%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
9,419
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,309
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
9,215
shares
|
$1.2 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
9,180
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
9,176
shares
|
$1.2 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,027
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,936
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2023
Reduced 6.74%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
8,778
shares
|
$1.15 Million
0.17% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,662
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
8,593
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,507
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|