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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
2,160
shares
|
$231,292
0.05% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
2,138
shares
|
$228,937
0.05% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,135
shares
|
$228,615
0.04% of portfolio
|
Q2 2023
Reduced 20.69%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
2,124
shares
|
$227,437
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,070
shares
|
$221,655
0.0% of portfolio
|
Q3 2023
Reduced 23.19%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
2,010
shares
|
$215,230
0.05% of portfolio
|
Q4 2023
Reduced 22.99%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,001
shares
|
$214,267
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
1,981
shares
|
$212,125
0.17% of portfolio
|
Q3 2024
Reduced 23.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,944
shares
|
$208,163
0.0% of portfolio
|
Q1 2021
Reduced 20.16%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,932
shares
|
$206,878
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,669
shares
|
$178,716
0.09% of portfolio
|
Q1 2023
Reduced 0.6%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,620
shares
|
$173,469
0.09% of portfolio
|
Q2 2022
Reduced 13.04%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,570
shares
|
$168,115
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,482
shares
|
$158,692
0.21% of portfolio
|
Q3 2022
Reduced 68.45%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,429
shares
|
$153,017
0.07% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,427
shares
|
$152,803
0.01% of portfolio
|
Q3 2023
Reduced 1.18%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,399
shares
|
$149,804
0.04% of portfolio
|
Q4 2023
Reduced 13.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,392
shares
|
$149,055
0.0% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,301
shares
|
$139,311
0.02% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,269
shares
|
$135,884
0.03% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,221
shares
|
$130,744
0.01% of portfolio
|
Q1 2022
Reduced 0.16%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,102
shares
|
$118,002
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
987
shares
|
$105,687
0.01% of portfolio
|
Q1 2023
Reduced 10.52%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
896
shares
|
$95,943
0.04% of portfolio
|
Q1 2024
Reduced 55.45%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
886
shares
|
$94,872
0.03% of portfolio
|
Q3 2024
Reduced 8.28%
|