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 471 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
2,512
shares
|
$250,044
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,508
shares
|
$249,646
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,502
shares
|
$249,049
0.06% of portfolio
|
Q1 2024
Reduced 52.59%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,494
shares
|
$248,252
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
2,491
shares
|
$247,954
0.02% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,441
shares
|
$242,977
0.0% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,437
shares
|
$242,578
0.01% of portfolio
|
Q4 2024
Added 99.59%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,408
shares
|
$239,692
0.07% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
2,366
shares
|
$235,511
0.13% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
2,344
shares
|
$233,321
0.03% of portfolio
|
Q1 2025
Reduced 37.79%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,318
shares
|
$230,733
0.0% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
2,221
shares
|
$221,078
0.02% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
2,199
shares
|
$218,888
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,198
shares
|
$218,788
0.01% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,184
shares
|
$217,395
0.02% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,171
shares
|
$216,101
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,165
shares
|
$215,504
0.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
2,142
shares
|
$213,214
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,135
shares
|
$212,517
0.03% of portfolio
|
Q2 2023
Reduced 20.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,106
shares
|
$209,631
0.03% of portfolio
|
Q4 2024
Reduced 30.4%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
2,087
shares
|
$207,739
0.24% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
2,078
shares
|
$206,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,070
shares
|
$206,047
0.0% of portfolio
|
Q3 2023
Reduced 23.19%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,051
shares
|
$204,156
0.06% of portfolio
|
Q4 2024
Reduced 20.99%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
2,010
shares
|
$200,075
0.05% of portfolio
|
Q4 2023
Reduced 22.99%
|