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 468 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
40,625
shares
|
$4.39 Million
0.88% of portfolio
|
Q2 2023
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
40,581
shares
|
$4.39 Million
1.44% of portfolio
|
Q2 2022
Reduced 8.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
40,066
shares
|
$4.33 Million
0.0% of portfolio
|
Q4 2024
Added 921.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
38,788
shares
|
$4.19 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
38,617
shares
|
$4.17 Million
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,483
shares
|
$4.16 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
38,147
shares
|
$4.12 Million
1.52% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
36,178
shares
|
$3.91 Million
0.75% of portfolio
|
Q4 2024
Added 19.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
35,958
shares
|
$3.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
33,127
shares
|
$3.58 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
32,963
shares
|
$3.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
32,963
shares
|
$3.56 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
31,649
shares
|
$3.42 Million
1.57% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
31,300
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
31,024
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
29,748
shares
|
$3.22 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
28,675
shares
|
$3.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
28,445
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 57.67%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
26,600
shares
|
$2.88 Million
0.05% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,995
shares
|
$2.81 Million
0.17% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
25,915
shares
|
$2.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
25,280
shares
|
$2.73 Million
0.16% of portfolio
|
Q4 2024
Reduced 85.05%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
25,120
shares
|
$2.72 Million
0.45% of portfolio
|
Q4 2024
Added 88.33%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
25,010
shares
|
$2.7 Million
0.64% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
24,403
shares
|
$2.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.45%
|