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 470 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
4,458
shares
|
$471,790
0.33% of portfolio
|
Q1 2024
Reduced 26.45%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
4,430
shares
|
$468,826
0.03% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
4,422
shares
|
$467,980
0.02% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,422
shares
|
$467,980
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
4,415
shares
|
$467,239
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
4,318
shares
|
$456,973
0.33% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,265
shares
|
$451,364
0.58% of portfolio
|
Q3 2022
Reduced 62.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,258
shares
|
$450,624
0.03% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,233
shares
|
$447,978
0.13% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
4,122
shares
|
$436,231
0.32% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
4,049
shares
|
$428,505
0.13% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$423,320
0.03% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
3,924
shares
|
$415,276
0.13% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
3,911
shares
|
$413,901
0.22% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
3,880
shares
|
$410,620
0.13% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
3,878
shares
|
$410,408
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,833
shares
|
$405,646
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
3,762
shares
|
$398,132
0.0% of portfolio
|
Q4 2024
Added 42.34%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
3,741
shares
|
$395,910
0.23% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,696
shares
|
$391,147
0.0% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,671
shares
|
$388,501
0.01% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,629
shares
|
$384,057
0.04% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
3,566
shares
|
$377,389
0.06% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
3,557
shares
|
$376,437
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,541
shares
|
$374,744
0.0% of portfolio
|
Q4 2024
Reduced 82.39%
|