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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
2,640
shares
|
$303,283
0.15% of portfolio
|
Q4 2024
Reduced 19.78%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
2,596
shares
|
$298,228
0.2% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,554
shares
|
$293,403
0.12% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
2,551
shares
|
$293,058
0.17% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
2,524
shares
|
$289,957
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,521
shares
|
$289,612
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
2,512
shares
|
$288,578
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
2,508
shares
|
$288,119
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,502
shares
|
$287,429
0.06% of portfolio
|
Q1 2024
Reduced 52.59%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,494
shares
|
$286,510
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,437
shares
|
$279,962
0.01% of portfolio
|
Q4 2024
Added 99.59%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,401
shares
|
$275,826
0.0% of portfolio
|
Q1 2025
Reduced 65.03%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,399
shares
|
$275,597
0.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
2,366
shares
|
$271,806
0.13% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,344
shares
|
$269,278
0.03% of portfolio
|
Q1 2025
Reduced 37.79%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
2,336
shares
|
$268,359
0.05% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
2,273
shares
|
$261,122
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
2,259
shares
|
$259,513
0.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,227
shares
|
$255,837
0.0% of portfolio
|
Q1 2025
Reduced 28.05%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,184
shares
|
$250,897
0.02% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,173
shares
|
$249,634
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
2,161
shares
|
$248,255
0.0% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
2,145
shares
|
$246,417
0.12% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
2,118
shares
|
$243,315
0.01% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
2,087
shares
|
$239,754
0.19% of portfolio
|
Q1 2025
Added 3.47%
|