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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
258,138
shares
|
$27.8 Million
1.92% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
236,293
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
219,930
shares
|
$23.7 Million
2.41% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
218,026
shares
|
$23.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
187,848
shares
|
$20.2 Million
1.06% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,291
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.48%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
178,131
shares
|
$19.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
169,143
shares
|
$18.2 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
163,783
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
161,967
shares
|
$17.4 Million
2.76% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
157,741
shares
|
$17 Million
3.17% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
130,115
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
121,171
shares
|
$13 Million
0.51% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
112,177
shares
|
$12.1 Million
3.6% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
104,638
shares
|
$11.3 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
94,507
shares
|
$10.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
93,507
shares
|
$10.1 Million
4.36% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
89,503
shares
|
$9.63 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
88,817
shares
|
$9.56 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
81,521
shares
|
$8.77 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
80,753
shares
|
$8.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
79,520
shares
|
$8.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
78,471
shares
|
$8.45 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
78,000
shares
|
$8.4 Million
3.5% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
77,365
shares
|
$8.33 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.1%
|