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 58.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,884
shares
|
$535,628
0.08% of portfolio
|
Q4 2024
Reduced 23.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,880
shares
|
$535,189
0.02% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
4,817
shares
|
$528,280
0.11% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,813
shares
|
$527,841
0.2% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,795
shares
|
$525,867
0.03% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,705
shares
|
$515,997
0.29% of portfolio
|
Q3 2023
Reduced 3.29%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
4,609
shares
|
$505,469
0.28% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,602
shares
|
$504,701
0.09% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
4,482
shares
|
$491,540
0.11% of portfolio
|
Q4 2023
Reduced 37.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,465
shares
|
$489,676
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
4,458
shares
|
$488,908
0.34% of portfolio
|
Q1 2024
Reduced 26.45%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,419
shares
|
$484,631
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
4,395
shares
|
$481,999
0.02% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,358
shares
|
$477,941
0.04% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,356
shares
|
$477,722
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,340
shares
|
$475,967
0.03% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
4,337
shares
|
$475,638
0.38% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,265
shares
|
$467,742
0.58% of portfolio
|
Q3 2022
Reduced 62.13%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
4,263
shares
|
$467,523
0.35% of portfolio
|
Q1 2025
Added 64.59%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
4,260
shares
|
$467,194
0.14% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,208
shares
|
$461,491
0.02% of portfolio
|
Q1 2025
Added 46.52%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
4,124
shares
|
$452,279
0.35% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
4,049
shares
|
$444,053
0.13% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
4,000
shares
|
$438,680
0.24% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,998
shares
|
$438,460
0.13% of portfolio
|
Q1 2025
Added 3.04%
|