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 |
|---|---|---|---|---|---|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
16,093
shares
|
$1.76 Million
1.25% of portfolio
|
Q3 2022
Reduced 39.62%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
15,884
shares
|
$1.74 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
15,818
shares
|
$1.73 Million
0.48% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
15,448
shares
|
$1.69 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
15,338
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
15,228
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2025
Reduced 36.89%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,042
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,917
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
14,871
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
13,824
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,671
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
13,668
shares
|
$1.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
13,633
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
13,555
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,545
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
13,278
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
13,195
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
12,922
shares
|
$1.42 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
12,879
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
12,870
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.79%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
12,718
shares
|
$1.39 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
12,521
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,387
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|