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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
38,483
shares
|
$4.22 Million
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
38,389
shares
|
$4.21 Million
1.18% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
38,128
shares
|
$4.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
37,036
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.08%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
35,859
shares
|
$3.93 Million
0.2% of portfolio
|
Q1 2025
Reduced 80.73%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
35,609
shares
|
$3.91 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
32,908
shares
|
$3.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
32,580
shares
|
$3.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
32,310
shares
|
$3.54 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
31,685
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 57.59%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
31,507
shares
|
$3.46 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,465
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
30,254
shares
|
$3.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
29,695
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Added 80.02%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
29,150
shares
|
$3.2 Million
0.39% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
29,066
shares
|
$3.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
28,175
shares
|
$3.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
27,706
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
27,642
shares
|
$3.03 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
27,554
shares
|
$3.02 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
27,315
shares
|
$3 Million
0.5% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
27,296
shares
|
$2.99 Million
0.03% of portfolio
|
Q1 2025
Reduced 69.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
26,063
shares
|
$2.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,995
shares
|
$2.85 Million
0.17% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
25,988
shares
|
$2.85 Million
0.71% of portfolio
|
Q1 2025
Added 3.91%
|