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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,140
shares
|
$344,363
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
3,084
shares
|
$338,222
0.04% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
3,082
shares
|
$338,002
0.03% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
3,020
shares
|
$331,203
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,000
shares
|
$329,010
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$328,571
0.04% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
2,993
shares
|
$328,242
0.01% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
2,986
shares
|
$327,474
0.05% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
2,921
shares
|
$320,346
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
2,904
shares
|
$318,481
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
2,896
shares
|
$317,604
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
2,882
shares
|
$316,068
0.01% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,855
shares
|
$313,107
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
2,850
shares
|
$312,559
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,808
shares
|
$307,953
0.01% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,769
shares
|
$303,676
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,748
shares
|
$301,373
0.01% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
2,737
shares
|
$300,166
0.02% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,733
shares
|
$299,728
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
2,707
shares
|
$296,876
0.0% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,691
shares
|
$295,121
0.0% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,640
shares
|
$289,528
0.15% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,578
shares
|
$282,729
0.21% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,554
shares
|
$280,097
0.12% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
2,551
shares
|
$279,768
0.17% of portfolio
|
Q1 2025
Reduced 0.04%
|