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 |
---|---|---|---|---|---|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
8,492
shares
|
$845,293
0.04% of portfolio
|
Q4 2024
Added 25.55%
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,329
shares
|
$829,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
8,212
shares
|
$817,422
0.0% of portfolio
|
Q1 2025
Reduced 99.06%
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
8,203
shares
|
$816,526
0.02% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
8,060
shares
|
$802,292
0.62% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,982
shares
|
$794,528
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
7,868
shares
|
$783,180
0.13% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
7,792
shares
|
$775,615
0.04% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
7,606
shares
|
$757,101
0.01% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,556
shares
|
$752,124
0.13% of portfolio
|
Q3 2023
Reduced 7.58%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
7,448
shares
|
$741,373
0.52% of portfolio
|
Q4 2024
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
7,389
shares
|
$735,501
0.07% of portfolio
|
Q1 2024
Added 2.8%
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,208
shares
|
$717,484
0.0% of portfolio
|
Q4 2024
Added 33.8%
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
7,035
shares
|
$700,263
0.01% of portfolio
|
Q4 2024
Reduced 16.95%
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
7,034
shares
|
$700,164
0.17% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
7,014
shares
|
$698,173
0.5% of portfolio
|
Q4 2024
Added 0.01%
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
6,925
shares
|
$689,314
0.03% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
6,896
shares
|
$686,427
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
6,865
shares
|
$683,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,830
shares
|
$679,858
0.06% of portfolio
|
Q3 2022
Added 0.98%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,700
shares
|
$666,918
0.01% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,648
shares
|
$661,741
0.02% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
6,267
shares
|
$623,817
0.04% of portfolio
|
Q4 2024
Added 4.5%
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,997
shares
|
$596,941
0.02% of portfolio
|
Q4 2024
New holding
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
5,978
shares
|
$595,050
0.07% of portfolio
|
Q1 2025
Reduced 25.64%
|