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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,909
shares
|
$307,859
0.0% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,900
shares
|
$306,907
0.01% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
2,897
shares
|
$306,589
0.0% of portfolio
|
Q4 2024
Reduced 21.68%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,895
shares
|
$306,377
0.01% of portfolio
|
Q4 2024
Reduced 73.91%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,892
shares
|
$306,060
0.0% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,872
shares
|
$303,943
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,808
shares
|
$297,170
0.01% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
2,783
shares
|
$294,524
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,769
shares
|
$293,043
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,743
shares
|
$290,291
0.03% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,737
shares
|
$289,656
0.02% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
2,726
shares
|
$288,492
0.02% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,722
shares
|
$288,069
0.01% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
2,651
shares
|
$280,555
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
2,640
shares
|
$279,391
0.15% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
2,639
shares
|
$279,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,600
shares
|
$275,158
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,590
shares
|
$274,099
0.24% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,578
shares
|
$272,829
0.21% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,555
shares
|
$270,395
0.12% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
2,552
shares
|
$270,078
0.17% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
2,548
shares
|
$269,654
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
2,521
shares
|
$266,797
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
2,514
shares
|
$266,056
0.02% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
2,512
shares
|
$265,844
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|