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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
167
shares
|
$17,882
0.01% of portfolio
|
Q1 2022
Reduced 16.08%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
164
shares
|
$17,561
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
163
shares
|
$17,454
0.0% of portfolio
|
Q1 2024
Reduced 16.41%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
145
shares
|
$15,526
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
138
shares
|
$14,777
0.0% of portfolio
|
Q2 2024
Added 33.98%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
137
shares
|
$14,669
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
132
shares
|
$14,134
0.0% of portfolio
|
Q2 2024
Reduced 73.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
130
shares
|
$13,920
0.0% of portfolio
|
Q4 2019
Reduced 6.86%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
128
shares
|
$13,706
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
126
shares
|
$13,492
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
124
shares
|
$13,277
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
123
shares
|
$13,170
0.0% of portfolio
|
Q1 2024
Added 261.76%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$12,956
0.01% of portfolio
|
Q2 2023
Added 266.67%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
115
shares
|
$12,314
0.0% of portfolio
|
Q3 2024
Reduced 46.51%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
115
shares
|
$12,314
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
108
shares
|
$11,564
0.0% of portfolio
|
Q1 2023
Reduced 8.47%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
104
shares
|
$11,136
0.0% of portfolio
|
Q3 2024
Added 205.88%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
103
shares
|
$11,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
98
shares
|
$10,493
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
85
shares
|
$9,101
0.0% of portfolio
|
Q2 2024
Reduced 62.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
79
shares
|
$8,459
0.0% of portfolio
|
Q3 2024
Reduced 35.25%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
76
shares
|
$8,138
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
71
shares
|
$7,602
0.0% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
70
shares
|
$7,495
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
68
shares
|
$7,281
0.0% of portfolio
|
Q4 2023
Reduced 27.66%
|