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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
372
shares
|
$42,735
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
362
shares
|
$41,586
0.0% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
345
shares
|
$39,633
0.0% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
345
shares
|
$39,633
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
316
shares
|
$36,302
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
305
shares
|
$35,038
0.0% of portfolio
|
Q4 2024
Reduced 78.09%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
279
shares
|
$32,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
275
shares
|
$31,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
270
shares
|
$31,017
0.0% of portfolio
|
Q4 2023
Reduced 37.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
270
shares
|
$31,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
265
shares
|
$30,443
0.0% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
262
shares
|
$30,098
0.01% of portfolio
|
Q1 2025
Added 107.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
262
shares
|
$30,098
0.0% of portfolio
|
Q1 2025
Added 98.48%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
260
shares
|
$29,868
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
256
shares
|
$29,409
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
253
shares
|
$29,064
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
250
shares
|
$28,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
249
shares
|
$28,605
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
231
shares
|
$26,537
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
224
shares
|
$25,733
0.01% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
200
shares
|
$22,976
0.0% of portfolio
|
Q1 2025
Added 119.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
192
shares
|
$22,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
171
shares
|
$19,644
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
167
shares
|
$19,184
0.01% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
165
shares
|
$18,955
0.0% of portfolio
|
Q4 2024
Reduced 78.43%
|