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 |
|---|---|---|---|---|---|
|
Spider Management Company, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
76,986
shares
|
$8.29 Million
4.1% of portfolio
|
Q3 2024
Reduced 75.19%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
76,370
shares
|
$8.22 Million
3.05% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
71,526
shares
|
$7.7 Million
5.85% of portfolio
|
Q2 2024
Added 9.1%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
62,700
shares
|
$6.75 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
62,463
shares
|
$6.72 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
57,877
shares
|
$6.23 Million
0.11% of portfolio
|
Q1 2023
Reduced 34.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
56,747
shares
|
$6.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
56,095
shares
|
$6.04 Million
2.18% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
55,988
shares
|
$6.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
55,851
shares
|
$6.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
55,324
shares
|
$5.96 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
55,044
shares
|
$5.92 Million
0.24% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
54,372
shares
|
$5.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
53,490
shares
|
$5.76 Million
0.72% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
52,486
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
49,196
shares
|
$5.3 Million
0.99% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
45,480
shares
|
$4.9 Million
1.43% of portfolio
|
Q3 2024
Reduced 48.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
44,530
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
44,181
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.47%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
41,506
shares
|
$4.47 Million
1.62% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
40,625
shares
|
$4.37 Million
0.88% of portfolio
|
Q2 2023
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
40,581
shares
|
$4.37 Million
1.44% of portfolio
|
Q2 2022
Reduced 8.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
40,490
shares
|
$4.36 Million
0.02% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
39,036
shares
|
$4.2 Million
0.06% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
39,007
shares
|
$4.2 Million
0.17% of portfolio
|
Q3 2024
Added 0.92%
|