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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,010
shares
|
$220,436
0.05% of portfolio
|
Q4 2023
Reduced 22.99%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,001
shares
|
$219,449
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,994
shares
|
$218,681
0.03% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,969
shares
|
$215,940
0.06% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,949
shares
|
$213,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,944
shares
|
$213,198
0.0% of portfolio
|
Q1 2021
Reduced 20.16%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,930
shares
|
$211,663
0.06% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,699
shares
|
$186,329
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,672
shares
|
$183,368
0.06% of portfolio
|
Q4 2024
Reduced 50.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,669
shares
|
$183,039
0.09% of portfolio
|
Q1 2023
Reduced 0.6%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,620
shares
|
$177,665
0.09% of portfolio
|
Q2 2022
Reduced 13.04%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,544
shares
|
$169,330
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,539
shares
|
$168,782
0.01% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,529
shares
|
$167,685
0.08% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,482
shares
|
$162,530
0.21% of portfolio
|
Q3 2022
Reduced 68.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
1,445
shares
|
$158,473
0.03% of portfolio
|
Q1 2025
Added 153.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,427
shares
|
$156,499
0.01% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,399
shares
|
$153,428
0.04% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
1,163
shares
|
$127,546
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,130
shares
|
$123,927
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,102
shares
|
$120,856
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,046
shares
|
$114,714
0.0% of portfolio
|
Q1 2025
Reduced 64.7%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
987
shares
|
$108,244
0.01% of portfolio
|
Q1 2023
Reduced 10.52%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
958
shares
|
$105,063
0.01% of portfolio
|
Q1 2025
Added 48.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
896
shares
|
$98,264
0.04% of portfolio
|
Q1 2024
Reduced 55.45%
|