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 468 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
19
shares
|
$2,065
0.0% of portfolio
|
Q2 2024
Reduced 17.39%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
16
shares
|
$1,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
15
shares
|
$1,630
0.0% of portfolio
|
Q3 2024
Reduced 94.07%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
13
shares
|
$1,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
10
shares
|
$1,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
9
shares
|
$978
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
7
shares
|
$761
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5
shares
|
$543
0.0% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$543
0.0% of portfolio
|
Q2 2022
Reduced 99.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
5
shares
|
$543
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|