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 |
---|---|---|---|---|---|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
162
shares
|
$17,687
0.0% of portfolio
|
Q2 2024
Added 16100.0%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
145
shares
|
$15,831
0.0% of portfolio
|
Q1 2021
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
138
shares
|
$15,066
0.01% of portfolio
|
Q4 2023
Added 0.73%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
138
shares
|
$15,066
0.0% of portfolio
|
Q2 2024
Added 33.98%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
137
shares
|
$14,957
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
132
shares
|
$14,411
0.0% of portfolio
|
Q2 2024
Reduced 73.28%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
130
shares
|
$14,193
0.0% of portfolio
|
Q4 2019
Reduced 6.86%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
128
shares
|
$13,975
0.0% of portfolio
|
Q3 2021
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
126
shares
|
$13,756
0.0% of portfolio
|
Q4 2021
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
123
shares
|
$13,429
0.0% of portfolio
|
Q1 2024
Added 261.76%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
122
shares
|
$13,319
0.0% of portfolio
|
Q2 2024
Reduced 18.12%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$13,210
0.01% of portfolio
|
Q2 2023
Added 266.67%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
120
shares
|
$13,101
0.0% of portfolio
|
Q2 2024
Reduced 31.43%
|
|
Gables Capital Management Inc.
|
Aug 07, 2024 Q2 2024 |
115
shares
|
$12,555
0.01% of portfolio
|
Q3 2023
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
108
shares
|
$11,791
0.0% of portfolio
|
Q1 2023
Reduced 8.47%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
98
shares
|
$10,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
85
shares
|
$9,280
0.0% of portfolio
|
Q2 2024
Reduced 62.05%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
82
shares
|
$8,952
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
74
shares
|
$8,079
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
72
shares
|
$7,860
0.0% of portfolio
|
Q2 2024
Added 22.03%
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
71
shares
|
$7,751
0.0% of portfolio
|
Q1 2024
Reduced 36.04%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
70
shares
|
$7,642
0.0% of portfolio
|
Q2 2023
New holding
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
68
shares
|
$7,424
0.0% of portfolio
|
Q4 2023
Reduced 27.66%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
61
shares
|
$6,659
0.0% of portfolio
|
Q2 2024
Reduced 62.11%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
60
shares
|
$6,550
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|