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 444 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 $5.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,312
shares
|
$367,764
0.19% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,295
shares
|
$365,876
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
3,291
shares
|
$365,432
0.19% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,290
shares
|
$365,321
0.01% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,210
shares
|
$356,438
0.06% of portfolio
|
Q3 2022
Reduced 34.23%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,206
shares
|
$355,994
0.12% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,202
shares
|
$355,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
3,185
shares
|
$353,662
0.2% of portfolio
|
Q3 2024
Reduced 34.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,173
shares
|
$352,329
0.0% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,170
shares
|
$351,996
0.0% of portfolio
|
Q3 2024
Reduced 82.92%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
3,154
shares
|
$350,220
0.21% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,140
shares
|
$348,665
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,077
shares
|
$341,670
0.03% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,020
shares
|
$335,340
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,009
shares
|
$334,119
0.0% of portfolio
|
Q3 2024
Added 73.63%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
2,996
shares
|
$332,675
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$332,675
0.04% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,952
shares
|
$327,790
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,872
shares
|
$318,906
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,808
shares
|
$311,800
0.01% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$310,912
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,769
shares
|
$307,469
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,743
shares
|
$304,582
0.03% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,737
shares
|
$303,916
0.02% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
2,730
shares
|
$303,139
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|