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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
63
shares
|
$6,909
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
62
shares
|
$6,799
0.0% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
60
shares
|
$6,580
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
59
shares
|
$6,470
0.0% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
56
shares
|
$6,141
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
56
shares
|
$6,141
0.0% of portfolio
|
Q1 2025
Reduced 98.47%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
56
shares
|
$6,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
54
shares
|
$5,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
53
shares
|
$5,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
52
shares
|
$5,702
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
51
shares
|
$5,593
0.0% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
47
shares
|
$5,154
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
39
shares
|
$4,277
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
38
shares
|
$4,167
0.0% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
38
shares
|
$4,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35
shares
|
$3,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35
shares
|
$3,838
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
35
shares
|
$3,838
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
35
shares
|
$3,838
0.0% of portfolio
|
Q4 2022
Added 483.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
33
shares
|
$3,619
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
29
shares
|
$3,180
0.0% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
29
shares
|
$3,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
29
shares
|
$3,180
0.0% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
28
shares
|
$3,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
25
shares
|
$2,741
0.0% of portfolio
|
Q1 2025
Reduced 59.68%
|