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 439 institutions that hold shares in the stock, with a total of 52.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
4,065
shares
|
$435,280
0.03% of portfolio
|
Q3 2022
Added 14.83%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
4,014
shares
|
$429,819
0.05% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,924
shares
|
$420,181
0.0% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
3,924
shares
|
$420,181
0.11% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
3,896
shares
|
$417,183
0.22% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,878
shares
|
$415,256
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
3,877
shares
|
$415,149
0.13% of portfolio
|
Q3 2024
Reduced 54.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,859
shares
|
$413,221
0.01% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
3,807
shares
|
$407,653
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,789
shares
|
$405,726
0.04% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,699
shares
|
$396,088
0.0% of portfolio
|
Q3 2024
Added 67.6%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,634
shares
|
$389,128
0.04% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
3,602
shares
|
$385,702
0.05% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,556
shares
|
$380,776
0.01% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
3,513
shares
|
$376,172
0.06% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3,499
shares
|
$374,672
0.07% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,470
shares
|
$371,567
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
3,409
shares
|
$365,035
0.0% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,397
shares
|
$363,750
0.04% of portfolio
|
Q3 2024
Added 339600.0%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
3,396
shares
|
$363,643
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,388
shares
|
$362,787
0.03% of portfolio
|
Q3 2024
Reduced 21.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,374
shares
|
$361,287
0.04% of portfolio
|
Q2 2023
Reduced 32.44%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,365
shares
|
$360,324
0.11% of portfolio
|
Q2 2022
Reduced 4.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,360
shares
|
$359,788
0.01% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,295
shares
|
$352,828
0.0% of portfolio
|
Q3 2024
Added 0.49%
|