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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,807
shares
|
$781,988
0.03% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
6,801
shares
|
$781,298
0.58% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
6,717
shares
|
$771,648
0.01% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,648
shares
|
$763,722
0.02% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,381
shares
|
$733,049
0.01% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
6,129
shares
|
$704,099
0.39% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
6,106
shares
|
$701,457
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
6,029
shares
|
$692,611
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
6,017
shares
|
$691,232
0.14% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,013
shares
|
$690,773
0.1% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
5,978
shares
|
$686,752
0.07% of portfolio
|
Q1 2025
Reduced 25.64%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,959
shares
|
$684,569
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
5,862
shares
|
$673,426
0.13% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,799
shares
|
$666,189
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
5,779
shares
|
$663,891
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
5,768
shares
|
$662,627
0.01% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
5,586
shares
|
$641,719
0.0% of portfolio
|
Q1 2025
Added 48.48%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
5,545
shares
|
$637,009
0.13% of portfolio
|
Q2 2022
Added 88.09%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,531
shares
|
$635,401
0.02% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,478
shares
|
$629,312
0.16% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
5,436
shares
|
$624,487
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
5,285
shares
|
$607,140
0.09% of portfolio
|
Q1 2025
Added 36.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
5,280
shares
|
$606,566
0.01% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,239
shares
|
$601,856
0.03% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
5,086
shares
|
$584,279
0.28% of portfolio
|
Q1 2025
Added 0.12%
|