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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,643
shares
|
$293,478
0.0% of portfolio
|
Q3 2024
Added 97.83%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,600
shares
|
$288,704
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,596
shares
|
$288,259
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,590
shares
|
$287,593
0.24% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,562
shares
|
$284,484
0.2% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,561
shares
|
$284,373
0.05% of portfolio
|
Q4 2022
Reduced 13.54%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,555
shares
|
$283,707
0.12% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
2,552
shares
|
$283,374
0.17% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
2,512
shares
|
$278,932
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,508
shares
|
$278,488
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
2,504
shares
|
$278,044
0.06% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,502
shares
|
$277,822
0.06% of portfolio
|
Q1 2024
Reduced 52.59%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,494
shares
|
$276,933
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
2,474
shares
|
$274,712
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,468
shares
|
$274,046
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,457
shares
|
$272,825
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,441
shares
|
$271,048
0.0% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,409
shares
|
$267,495
0.05% of portfolio
|
Q3 2024
Reduced 63.1%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,408
shares
|
$267,384
0.07% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
2,379
shares
|
$264,164
0.13% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,364
shares
|
$262,498
0.02% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,318
shares
|
$257,390
0.0% of portfolio
|
Q4 2024
Reduced 24.37%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,266
shares
|
$251,616
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,251
shares
|
$249,951
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,211
shares
|
$245,509
0.01% of portfolio
|
Q3 2024
Reduced 9.2%
|