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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
249,695
shares
|
$27.4 Million
2.66% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
239,519
shares
|
$26.3 Million
0.01% of portfolio
|
Q1 2025
Added 313.27%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
205,000
shares
|
$22.5 Million
0.52% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
193,946
shares
|
$21.3 Million
0.08% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,291
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
184,526
shares
|
$20.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
184,076
shares
|
$20.2 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
171,926
shares
|
$18.9 Million
3.49% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
168,703
shares
|
$18.5 Million
2.88% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
139,030
shares
|
$15.2 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
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
122,888
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
118,882
shares
|
$13 Million
3.72% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
115,581
shares
|
$12.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
99,937
shares
|
$11 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
98,279
shares
|
$10.8 Million
3.61% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
97,201
shares
|
$10.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
88,817
shares
|
$9.74 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
88,316
shares
|
$9.69 Million
0.01% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
82,269
shares
|
$9.02 Million
0.18% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
79,401
shares
|
$8.71 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
79,143
shares
|
$8.68 Million
2.85% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Spider Management Company, LLC
Richmond, VA |
Apr 23, 2025 Q1 2025 |
76,986
shares
|
$8.44 Million
3.53% of portfolio
|
Q3 2024
Reduced 75.19%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
75,691
shares
|
$8.3 Million
1.44% of portfolio
|
Q1 2025
Reduced 71.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
74,892
shares
|
$8.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.01%
|