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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,005
shares
|
$1.27 Million
0.43% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
11,855
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 153.58%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
11,690
shares
|
$1.24 Million
0.53% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
11,599
shares
|
$1.23 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
11,534
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,433
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
11,302
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,059
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
10,908
shares
|
$1.15 Million
0.45% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,740
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,731
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.55%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,665
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,571
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
10,501
shares
|
$1.11 Million
0.62% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,443
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,420
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
9,870
shares
|
$1.04 Million
0.88% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
9,534
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
9,419
shares
|
$996,812
0.17% of portfolio
|
Q4 2023
Reduced 19.9%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
9,366
shares
|
$991,203
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
9,263
shares
|
$980,303
0.51% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,936
shares
|
$945,696
0.0% of portfolio
|
Q3 2023
Reduced 6.74%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
8,665
shares
|
$917,016
0.57% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
8,593
shares
|
$909,397
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
8,492
shares
|
$898,708
0.04% of portfolio
|
Q4 2024
Added 25.55%
|