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 468 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,997
shares
|
$648,275
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,795
shares
|
$626,439
0.02% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
5,779
shares
|
$624,709
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,625
shares
|
$608,062
0.06% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,619
shares
|
$607,413
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,551
shares
|
$600,063
0.01% of portfolio
|
Q4 2024
Reduced 43.22%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
5,545
shares
|
$599,414
0.13% of portfolio
|
Q2 2022
Added 88.09%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,535
shares
|
$598,333
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,531
shares
|
$597,901
0.23% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
5,469
shares
|
$591,198
0.16% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,239
shares
|
$566,335
0.03% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,227
shares
|
$565,038
0.0% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,120
shares
|
$553,472
0.03% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
5,080
shares
|
$549,148
0.26% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
4,945
shares
|
$534,554
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,884
shares
|
$527,960
0.08% of portfolio
|
Q4 2024
Reduced 23.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,880
shares
|
$527,528
0.02% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
4,788
shares
|
$517,582
0.11% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,705
shares
|
$508,610
0.29% of portfolio
|
Q3 2023
Reduced 3.29%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,602
shares
|
$497,476
0.08% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,555
shares
|
$492,395
0.0% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
4,550
shares
|
$491,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
4,506
shares
|
$487,098
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
4,482
shares
|
$484,504
0.11% of portfolio
|
Q4 2023
Reduced 37.51%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
4,458
shares
|
$481,909
0.33% of portfolio
|
Q1 2024
Reduced 26.45%
|