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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,299
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
9,244
shares
|
$1.06 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
9,155
shares
|
$1.05 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
9,111
shares
|
$1.05 Million
0.82% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
9,045
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,936
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2023
Reduced 6.74%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
8,593
shares
|
$987,163
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,352
shares
|
$959,477
0.16% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
8,214
shares
|
$943,624
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
8,000
shares
|
$919,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
7,910
shares
|
$908,700
0.02% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
7,865
shares
|
$903,531
0.05% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,758
shares
|
$891,239
0.62% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,663
shares
|
$880,325
0.03% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,592
shares
|
$872,168
0.02% of portfolio
|
Q2 2025
Reduced 32.09%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
7,572
shares
|
$869,871
0.02% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,556
shares
|
$868,033
0.13% of portfolio
|
Q3 2023
Reduced 7.58%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
7,357
shares
|
$845,172
0.03% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
7,257
shares
|
$833,684
0.06% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,157
shares
|
$822,196
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,961
shares
|
$799,679
0.04% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
6,896
shares
|
$792,212
0.01% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,835
shares
|
$785,204
0.0% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,830
shares
|
$784,630
0.06% of portfolio
|
Q3 2022
Added 0.98%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
6,823
shares
|
$783,826
0.0% of portfolio
|
Q1 2025
Added 49.79%
|