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 478 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 $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
3,998
shares
|
$459,290
0.13% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
3,924
shares
|
$450,789
0.14% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,871
shares
|
$444,700
0.0% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,844
shares
|
$441,598
0.24% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,826
shares
|
$439,530
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
3,725
shares
|
$427,928
0.25% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,629
shares
|
$416,899
0.04% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
3,621
shares
|
$415,980
0.07% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
3,568
shares
|
$409,891
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,509
shares
|
$403,113
0.01% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
3,500
shares
|
$402,080
0.02% of portfolio
|
Q1 2025
Reduced 86.16%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,470
shares
|
$398,633
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,465
shares
|
$398,059
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
3,426
shares
|
$393,578
0.09% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
3,399
shares
|
$390,477
0.21% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,397
shares
|
$390,247
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
3,396
shares
|
$390,132
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,374
shares
|
$387,605
0.04% of portfolio
|
Q2 2023
Reduced 32.44%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,323
shares
|
$381,746
0.12% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,319
shares
|
$381,286
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
3,290
shares
|
$377,955
0.31% of portfolio
|
Q4 2024
Reduced 33.86%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
3,250
shares
|
$373,360
0.05% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
3,247
shares
|
$373,015
0.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
3,224
shares
|
$370,373
0.03% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,210
shares
|
$368,764
0.06% of portfolio
|
Q3 2022
Reduced 34.23%
|