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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
145
shares
|
$15,902
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
145
shares
|
$15,902
0.0% of portfolio
|
Q4 2024
Reduced 24.08%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
138
shares
|
$15,134
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
138
shares
|
$15,134
0.0% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
138
shares
|
$15,134
0.0% of portfolio
|
Q2 2024
Added 33.98%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
128
shares
|
$14,037
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
125
shares
|
$13,708
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
124
shares
|
$13,599
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
123
shares
|
$13,489
0.0% of portfolio
|
Q1 2024
Added 261.76%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$13,270
0.01% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
115
shares
|
$12,612
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
115
shares
|
$12,612
0.0% of portfolio
|
Q3 2024
Reduced 46.51%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
108
shares
|
$11,844
0.0% of portfolio
|
Q1 2023
Reduced 8.47%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
104
shares
|
$11,405
0.0% of portfolio
|
Q3 2024
Added 205.88%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
103
shares
|
$11,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
98
shares
|
$10,747
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
97
shares
|
$10,637
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
88
shares
|
$9,650
0.0% of portfolio
|
Q1 2025
Added 203.45%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
85
shares
|
$9,321
0.0% of portfolio
|
Q2 2024
Reduced 62.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
76
shares
|
$8,334
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
71
shares
|
$7,786
0.0% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
70
shares
|
$7,676
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
69
shares
|
$7,567
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
68
shares
|
$7,457
0.0% of portfolio
|
Q4 2023
Reduced 27.66%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
64
shares
|
$7,018
0.0% of portfolio
|
Q1 2025
New holding
|