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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,540
shares
|
$1.13 Million
0.4% of portfolio
|
Q2 2024
Added 13.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,463
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
10,362
shares
|
$1.12 Million
0.7% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,777
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 35.05%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
9,774
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,695
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
9,419
shares
|
$1.01 Million
0.17% of portfolio
|
Q4 2023
Reduced 19.9%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
9,339
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,090
shares
|
$978,447
0.05% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,936
shares
|
$961,871
0.0% of portfolio
|
Q3 2023
Reduced 6.74%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
8,780
shares
|
$945,079
0.63% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
8,642
shares
|
$930,224
0.15% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
8,593
shares
|
$924,950
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,589
shares
|
$924,519
0.02% of portfolio
|
Q3 2024
Reduced 27.05%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,471
shares
|
$911,818
0.01% of portfolio
|
Q3 2024
Reduced 24.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,160
shares
|
$878,342
0.03% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,141
shares
|
$876,297
0.06% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,124
shares
|
$874,467
0.01% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
8,060
shares
|
$867,578
0.63% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,048
shares
|
$866,286
0.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
7,959
shares
|
$856,706
0.45% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
7,632
shares
|
$821,508
0.0% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,607
shares
|
$818,817
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,556
shares
|
$813,327
0.13% of portfolio
|
Q3 2023
Reduced 7.58%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
7,455
shares
|
$802,456
0.17% of portfolio
|
Q3 2024
Reduced 0.69%
|