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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,482
shares
|
$368,500
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,470
shares
|
$367,230
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,397
shares
|
$359,504
0.04% of portfolio
|
Q3 2024
Added 339600.0%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
3,396
shares
|
$359,398
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,376
shares
|
$357,282
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,374
shares
|
$357,070
0.04% of portfolio
|
Q2 2023
Reduced 32.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,326
shares
|
$351,990
0.01% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,303
shares
|
$349,556
0.12% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,290
shares
|
$348,180
0.29% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,290
shares
|
$348,180
0.01% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
3,269
shares
|
$345,958
0.05% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
3,247
shares
|
$343,630
0.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,210
shares
|
$339,714
0.06% of portfolio
|
Q3 2022
Reduced 34.23%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
3,185
shares
|
$337,068
0.19% of portfolio
|
Q3 2024
Reduced 34.95%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
3,154
shares
|
$333,787
0.21% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,140
shares
|
$332,306
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,095
shares
|
$327,543
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
3,091
shares
|
$327,120
0.04% of portfolio
|
Q4 2024
Reduced 28.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,081
shares
|
$326,062
0.01% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
3,020
shares
|
$319,606
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,000
shares
|
$317,490
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
2,997
shares
|
$317,172
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$317,066
0.04% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
2,963
shares
|
$313,574
0.0% of portfolio
|
Q4 2024
Reduced 35.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
2,916
shares
|
$308,600
0.01% of portfolio
|
Q4 2024
Reduced 48.44%
|