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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
877
shares
|
$96,180
0.0% of portfolio
|
Q1 2025
Added 401.14%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
860
shares
|
$94,316
0.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
803
shares
|
$88,065
0.0% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
800
shares
|
$87,736
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
798
shares
|
$87,516
0.01% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
718
shares
|
$78,743
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
678
shares
|
$74,356
0.01% of portfolio
|
Q4 2024
Added 421.54%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
565
shares
|
$61,963
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
536
shares
|
$58,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
513
shares
|
$56,260
0.03% of portfolio
|
Q4 2023
Reduced 37.59%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
503
shares
|
$55,164
0.01% of portfolio
|
Q1 2025
Added 147.78%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
497
shares
|
$54,505
0.03% of portfolio
|
Q3 2023
Reduced 58.02%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
488
shares
|
$53,518
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
484
shares
|
$53,080
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
477
shares
|
$52,312
0.02% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
460
shares
|
$50,448
0.03% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
458
shares
|
$50,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
457
shares
|
$50,119
0.01% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
436
shares
|
$47,816
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
435
shares
|
$47,706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
420
shares
|
$46,061
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
416
shares
|
$45,622
0.0% of portfolio
|
Q1 2025
Added 164.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
372
shares
|
$40,797
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
362
shares
|
$39,700
0.0% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
345
shares
|
$37,836
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|