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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
71,936
shares
|
$8.26 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
70,191
shares
|
$8.06 Million
0.31% of portfolio
|
Q1 2025
Reduced 24.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
64,642
shares
|
$7.43 Million
0.0% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,453
shares
|
$7.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
64,292
shares
|
$7.39 Million
0.65% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
60,351
shares
|
$6.93 Million
0.02% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
60,292
shares
|
$6.93 Million
4.44% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
57,877
shares
|
$6.65 Million
0.11% of portfolio
|
Q1 2023
Reduced 34.75%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
57,535
shares
|
$6.61 Million
0.2% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
56,199
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
56,095
shares
|
$6.44 Million
2.18% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
55,149
shares
|
$6.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
53,267
shares
|
$6.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
51,015
shares
|
$5.86 Million
3.2% of portfolio
|
Q1 2025
New holding
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
50,000
shares
|
$5.74 Million
1.85% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
49,636
shares
|
$5.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
46,278
shares
|
$5.32 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
45,418
shares
|
$5.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
44,799
shares
|
$5.15 Million
0.64% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
44,714
shares
|
$5.14 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
44,595
shares
|
$5.12 Million
0.49% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
42,203
shares
|
$4.85 Million
1.32% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
40,625
shares
|
$4.67 Million
0.88% of portfolio
|
Q2 2023
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
40,581
shares
|
$4.66 Million
1.44% of portfolio
|
Q2 2022
Reduced 8.14%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
40,505
shares
|
$4.65 Million
0.88% of portfolio
|
Q2 2025
Reduced 16.34%
|