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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,696
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
15,337
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
15,319
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
15,013
shares
|
$1.59 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
14,917
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
14,630
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
14,583
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,994
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
13,921
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
13,668
shares
|
$1.45 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
13,555
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
13,485
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
13,195
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
13,077
shares
|
$1.38 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
12,818
shares
|
$1.36 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,814
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,788
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
12,520
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
12,220
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Strategic Investment Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,200
shares
|
$1.29 Million
0.44% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,128
shares
|
$1.28 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,102
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2020
Added 35.25%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
12,092
shares
|
$1.28 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.08%
|