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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
372
shares
|
$40,042
0.0% of portfolio
|
Q2 2024
Reduced 43.55%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
357
shares
|
$38,427
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
345
shares
|
$37,135
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
316
shares
|
$34,014
0.0% of portfolio
|
Q1 2024
Added 10433.33%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
296
shares
|
$31,861
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
279
shares
|
$30,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
275
shares
|
$29,601
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
270
shares
|
$29,062
0.0% of portfolio
|
Q4 2023
Reduced 37.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
270
shares
|
$29,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
265
shares
|
$28,524
0.0% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
256
shares
|
$27,555
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
253
shares
|
$27,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
253
shares
|
$27,232
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
248
shares
|
$26,694
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
232
shares
|
$24,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$24,649
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
224
shares
|
$24,111
0.01% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
204
shares
|
$21,958
0.0% of portfolio
|
Q2 2024
Added 410.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
203
shares
|
$21,850
0.0% of portfolio
|
Q4 2023
Reduced 99.16%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
191
shares
|
$20,559
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
191
shares
|
$20,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
183
shares
|
$19,698
0.0% of portfolio
|
Q2 2024
Reduced 18.67%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
175
shares
|
$18,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
175
shares
|
$18,837
0.0% of portfolio
|
Q4 2023
Reduced 66.6%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
174
shares
|
$18,729
0.0% of portfolio
|
Q3 2024
Reduced 33.84%
|