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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35
shares
|
$4,020
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
35
shares
|
$4,020
0.0% of portfolio
|
Q4 2024
Added 45.83%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35
shares
|
$4,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
33
shares
|
$3,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
29
shares
|
$3,331
0.0% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
29
shares
|
$3,331
0.0% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
29
shares
|
$3,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
28
shares
|
$3,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
25
shares
|
$2,872
0.0% of portfolio
|
Q1 2025
Reduced 59.68%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
22
shares
|
$2,527
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
19
shares
|
$2,182
0.0% of portfolio
|
Q2 2024
Reduced 17.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
17
shares
|
$1,952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
15
shares
|
$1,723
0.0% of portfolio
|
Q3 2024
Reduced 94.07%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
14
shares
|
$1,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
11
shares
|
$1,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
10
shares
|
$1,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
8
shares
|
$919
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
7
shares
|
$804
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$574
0.0% of portfolio
|
Q2 2022
Reduced 99.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
5
shares
|
$574
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5
shares
|
$574
0.0% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2
shares
|
$229
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1
shares
|
$114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1
shares
|
$114
0.0% of portfolio
|
Q4 2024
New holding
|