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 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
231,301
shares
|
$24.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
228,525
shares
|
$24.2 Million
0.59% of portfolio
|
Q4 2024
Reduced 44.89%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
186,515
shares
|
$19.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
186,046
shares
|
$19.7 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,291
shares
|
$19.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.48%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
171,926
shares
|
$18.2 Million
3.49% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
168,265
shares
|
$17.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
167,139
shares
|
$17.7 Million
2.69% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
158,817
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
147,314
shares
|
$15.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 45.63%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
139,030
shares
|
$14.7 Million
0.57% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,115
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
115,666
shares
|
$12.2 Million
3.63% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,198
shares
|
$10.8 Million
0.06% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
99,937
shares
|
$10.6 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
93,507
shares
|
$9.9 Million
4.28% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
92,836
shares
|
$9.82 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
89,366
shares
|
$9.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
88,817
shares
|
$9.4 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
85,907
shares
|
$9.09 Million
0.01% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
80,404
shares
|
$8.51 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
79,561
shares
|
$8.42 Million
0.08% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
79,143
shares
|
$8.38 Million
2.85% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
77,215
shares
|
$8.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Spider Management Company, LLC
Richmond, VA |
Jan 27, 2025 Q4 2024 |
76,986
shares
|
$8.15 Million
3.37% of portfolio
|
Q3 2024
Reduced 75.19%
|