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 468 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
56
shares
|
$6,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
56
shares
|
$6,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
56
shares
|
$6,060
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
54
shares
|
$5,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
54
shares
|
$5,843
0.0% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
52
shares
|
$5,627
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
51
shares
|
$5,519
0.0% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
50
shares
|
$5,411
0.0% of portfolio
|
Q1 2024
Reduced 38.27%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
47
shares
|
$5,086
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
39
shares
|
$4,220
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
39
shares
|
$4,220
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
38
shares
|
$4,112
0.0% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
38
shares
|
$4,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
36
shares
|
$3,895
0.0% of portfolio
|
Q2 2023
Reduced 49.3%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35
shares
|
$3,787
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
35
shares
|
$3,787
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
35
shares
|
$3,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
35
shares
|
$3,787
0.0% of portfolio
|
Q4 2022
Added 483.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
33
shares
|
$3,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
31
shares
|
$3,354
0.0% of portfolio
|
Q1 2024
Reduced 89.12%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29
shares
|
$3,138
0.0% of portfolio
|
Q4 2024
Reduced 82.21%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
25
shares
|
$2,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
24
shares
|
$2,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
24
shares
|
$2,597
0.0% of portfolio
|
Q4 2024
Reduced 86.29%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
22
shares
|
$2,380
0.0% of portfolio
|
Q2 2023
New holding
|