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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
71,936
shares
|
$7.89 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
70,191
shares
|
$7.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
64,642
shares
|
$7.09 Million
0.0% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,453
shares
|
$7.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
63,893
shares
|
$7.01 Million
0.66% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
60,351
shares
|
$6.62 Million
0.02% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
60,292
shares
|
$6.61 Million
4.44% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
57,877
shares
|
$6.35 Million
0.11% of portfolio
|
Q1 2023
Reduced 34.75%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
57,535
shares
|
$6.31 Million
0.2% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
56,095
shares
|
$6.15 Million
2.18% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
55,149
shares
|
$6.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
54,209
shares
|
$5.95 Million
0.13% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
53,267
shares
|
$5.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
51,015
shares
|
$5.59 Million
3.2% of portfolio
|
Q1 2025
New holding
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
50,000
shares
|
$5.48 Million
1.72% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
49,636
shares
|
$5.44 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
48,415
shares
|
$5.31 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
46,278
shares
|
$5.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
45,418
shares
|
$4.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
44,799
shares
|
$4.91 Million
0.64% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
44,205
shares
|
$4.85 Million
0.51% of portfolio
|
Q1 2025
Added 48.6%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
42,203
shares
|
$4.63 Million
1.32% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
40,625
shares
|
$4.46 Million
0.88% of portfolio
|
Q2 2023
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
40,581
shares
|
$4.45 Million
1.44% of portfolio
|
Q2 2022
Reduced 8.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
38,618
shares
|
$4.24 Million
0.15% of portfolio
|
Q1 2025
Added 0.0%
|