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 440 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
3,279
shares
|
$358,001
0.0% of portfolio
|
Q2 2024
Added 2.66%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
3,272
shares
|
$357,236
0.07% of portfolio
|
Q2 2024
Added 2.47%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
3,244
shares
|
$354,179
0.03% of portfolio
|
Q2 2024
Reduced 8.21%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,210
shares
|
$350,467
0.06% of portfolio
|
Q3 2022
Reduced 34.23%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
3,205
shares
|
$349,921
0.29% of portfolio
|
Q4 2023
New holding
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
3,182
shares
|
$347,410
0.12% of portfolio
|
Q2 2024
Added 0.54%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,140
shares
|
$342,825
0.11% of portfolio
|
Q2 2022
New holding
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,071
shares
|
$335,291
0.0% of portfolio
|
Q2 2024
Added 9.02%
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
3,061
shares
|
$334,199
0.02% of portfolio
|
Q1 2024
Reduced 33.89%
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
3,048
shares
|
$332,780
0.03% of portfolio
|
Q1 2024
New holding
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
3,038
shares
|
$331,688
0.01% of portfolio
|
Q2 2024
Reduced 31.24%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
3,025
shares
|
$330,269
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
2,985
shares
|
$325,902
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
2,949
shares
|
$321,971
0.0% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
2,933
shares
|
$320,224
0.0% of portfolio
|
Q2 2024
Reduced 25.46%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Sep 10, 2024 Q2 2024 |
2,849
shares
|
$311,053
0.06% of portfolio
|
Q1 2024
Reduced 10.98%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,808
shares
|
$306,577
0.01% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
2,800
shares
|
$305,704
0.05% of portfolio
|
Q2 2024
New holding
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
2,779
shares
|
$303,411
0.04% of portfolio
|
Q2 2024
Added 8.01%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
2,770
shares
|
$302,428
0.01% of portfolio
|
Q2 2024
Added 19.14%
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
2,770
shares
|
$302,428
0.26% of portfolio
|
Q2 2024
Added 23.17%
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jul 12, 2024 Q2 2024 |
2,752
shares
|
$300,463
0.25% of portfolio
|
Q2 2024
Reduced 43.12%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
2,737
shares
|
$298,825
0.02% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
2,708
shares
|
$295,659
0.0% of portfolio
|
Q2 2024
Reduced 60.72%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
2,676
shares
|
$292,165
0.01% of portfolio
|
Q2 2024
Added 0.19%
|