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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
806
shares
|
$89,498
0.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
803
shares
|
$89,165
0.0% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$88,832
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
766
shares
|
$85,056
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
715
shares
|
$79,393
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
680
shares
|
$75,507
0.0% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
675
shares
|
$74,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
633
shares
|
$70,288
0.01% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
615
shares
|
$68,289
0.04% of portfolio
|
Q2 2024
Reduced 83.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
609
shares
|
$67,623
0.0% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
541
shares
|
$60,072
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
513
shares
|
$56,963
0.03% of portfolio
|
Q4 2023
Reduced 37.59%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
498
shares
|
$55,297
0.02% of portfolio
|
Q3 2024
Added 839.62%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
497
shares
|
$55,186
0.03% of portfolio
|
Q3 2023
Reduced 58.02%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
488
shares
|
$54,187
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
486
shares
|
$53,965
0.0% of portfolio
|
Q3 2024
Added 40.87%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
486
shares
|
$53,965
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
478
shares
|
$53,077
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
470
shares
|
$52,188
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
447
shares
|
$49,634
0.01% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
428
shares
|
$47,525
0.0% of portfolio
|
Q4 2024
Reduced 16.89%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
420
shares
|
$46,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
372
shares
|
$41,306
0.0% of portfolio
|
Q2 2024
Reduced 43.55%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
357
shares
|
$39,641
0.0% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
345
shares
|
$38,308
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|