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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,276
shares
|
$820,022
0.01% of portfolio
|
Q3 2025
Added 37.66%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
6,213
shares
|
$811,790
0.01% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,076
shares
|
$793,890
0.02% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
6,050
shares
|
$790,493
0.0% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,909
shares
|
$772,069
0.05% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,889
shares
|
$769,456
0.42% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
5,779
shares
|
$755,084
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
5,652
shares
|
$738,490
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
5,545
shares
|
$724,509
0.13% of portfolio
|
Q2 2022
Added 88.09%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,481
shares
|
$716,147
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
5,436
shares
|
$710,267
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,411
shares
|
$707,001
0.03% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
5,361
shares
|
$700,468
0.0% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
5,285
shares
|
$690,538
0.08% of portfolio
|
Q1 2025
Added 36.28%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
5,258
shares
|
$687,010
0.12% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,239
shares
|
$684,527
0.03% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,083
shares
|
$664,144
0.0% of portfolio
|
Q3 2025
Added 59.04%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
5,044
shares
|
$659,049
0.01% of portfolio
|
Q3 2025
Reduced 15.96%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,941
shares
|
$645,591
0.03% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
4,922
shares
|
$643,108
0.29% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,895
shares
|
$639,580
0.02% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,775
shares
|
$623,901
0.01% of portfolio
|
Q2 2025
Reduced 56.82%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
4,770
shares
|
$623,248
0.11% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,737
shares
|
$618,936
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,731
shares
|
$618,152
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|