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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
3,291
shares
|
$354,243
0.19% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,279
shares
|
$352,951
0.03% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,278
shares
|
$352,843
0.02% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,210
shares
|
$345,524
0.06% of portfolio
|
Q3 2022
Reduced 34.23%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,206
shares
|
$345,093
0.12% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,202
shares
|
$344,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
3,185
shares
|
$342,833
0.2% of portfolio
|
Q3 2024
Reduced 34.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,173
shares
|
$341,541
0.0% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,170
shares
|
$341,218
0.0% of portfolio
|
Q3 2024
Reduced 82.92%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
3,154
shares
|
$339,496
0.21% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,140
shares
|
$337,989
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,077
shares
|
$331,208
0.03% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,065
shares
|
$329,916
0.01% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
3,061
shares
|
$329,486
0.02% of portfolio
|
Q1 2024
Reduced 33.89%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,020
shares
|
$325,072
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,009
shares
|
$323,888
0.0% of portfolio
|
Q3 2024
Added 73.63%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$322,489
0.04% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
2,996
shares
|
$322,489
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,952
shares
|
$317,753
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,808
shares
|
$302,253
0.01% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$301,392
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,789
shares
|
$300,207
0.0% of portfolio
|
Q3 2024
Reduced 63.82%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,769
shares
|
$298,055
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
2,737
shares
|
$294,610
0.02% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
2,730
shares
|
$293,857
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|