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 471 institutions that hold shares in the stock, with a total of 49.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
63
shares
|
$6,461
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
62
shares
|
$6,358
0.0% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
62
shares
|
$6,358
0.0% of portfolio
|
Q4 2024
Added 158.33%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
60
shares
|
$6,153
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
59
shares
|
$6,051
0.0% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
57
shares
|
$5,845
0.0% of portfolio
|
Q4 2024
Added 72.73%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
56
shares
|
$5,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
56
shares
|
$5,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
56
shares
|
$5,743
0.0% of portfolio
|
Q1 2025
Reduced 98.47%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
56
shares
|
$5,743
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
54
shares
|
$5,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
53
shares
|
$5,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
52
shares
|
$5,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
51
shares
|
$5,230
0.0% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
47
shares
|
$4,820
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
39
shares
|
$3,999
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
39
shares
|
$3,999
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
38
shares
|
$3,897
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
38
shares
|
$3,897
0.0% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
36
shares
|
$3,692
0.0% of portfolio
|
Q2 2023
Reduced 49.3%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
35
shares
|
$3,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
35
shares
|
$3,589
0.0% of portfolio
|
Q4 2022
Added 483.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
35
shares
|
$3,589
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35
shares
|
$3,589
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
33
shares
|
$3,384
0.0% of portfolio
|
Q4 2024
New holding
|