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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29
shares
|
$2,974
0.0% of portfolio
|
Q4 2024
Reduced 82.21%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
29
shares
|
$2,974
0.0% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
28
shares
|
$2,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
22
shares
|
$2,256
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
19
shares
|
$1,948
0.0% of portfolio
|
Q2 2024
Reduced 17.39%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
15
shares
|
$1,538
0.0% of portfolio
|
Q3 2024
Reduced 94.07%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
13
shares
|
$1,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
11
shares
|
$1,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
10
shares
|
$1,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
9
shares
|
$923
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
8
shares
|
$820
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
7
shares
|
$717
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5
shares
|
$512
0.0% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$512
0.0% of portfolio
|
Q2 2022
Reduced 99.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
5
shares
|
$512
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2
shares
|
$205
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1
shares
|
$102
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1
shares
|
$102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
1
shares
|
$102
0.0% of portfolio
|
Q4 2024
New holding
|