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 |
|---|---|---|---|---|---|
|
Strategic Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
12,200
shares
|
$1.34 Million
0.52% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,128
shares
|
$1.33 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,102
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2020
Added 35.25%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
12,092
shares
|
$1.33 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,015
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
11,690
shares
|
$1.28 Million
0.55% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,444
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,337
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
11,332
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Added 33.44%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
11,320
shares
|
$1.24 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,179
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Added 54.15%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
11,177
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 113.83%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
11,063
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,059
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
10,778
shares
|
$1.18 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,731
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.55%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,665
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,645
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
10,501
shares
|
$1.15 Million
0.62% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
10,368
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,291
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,205
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
9,733
shares
|
$1.07 Million
0.91% of portfolio
|
Q1 2025
Reduced 35.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,716
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
9,653
shares
|
$1.06 Million
0.18% of portfolio
|
Q1 2025
Added 1.25%
|