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 441 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 $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
68
shares
|
$7,141
0.0% of portfolio
|
Q4 2023
Reduced 27.66%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
60
shares
|
$6,301
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
59
shares
|
$6,196
0.0% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
59
shares
|
$6,196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
56
shares
|
$5,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
54
shares
|
$5,671
0.0% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
52
shares
|
$5,461
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
51
shares
|
$5,356
0.0% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
50
shares
|
$5,251
0.0% of portfolio
|
Q1 2024
Reduced 38.27%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
49
shares
|
$5,145
0.0% of portfolio
|
Q3 2024
Reduced 93.9%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
47
shares
|
$4,935
0.0% of portfolio
|
Q2 2024
Reduced 50.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
39
shares
|
$4,095
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
39
shares
|
$4,095
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
38
shares
|
$3,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
38
shares
|
$3,990
0.0% of portfolio
|
Q2 2024
Reduced 50.65%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
37
shares
|
$3,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
36
shares
|
$3,780
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
36
shares
|
$3,780
0.0% of portfolio
|
Q2 2023
Reduced 49.3%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
35
shares
|
$3,675
0.0% of portfolio
|
Q4 2022
Added 483.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35
shares
|
$3,675
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
33
shares
|
$3,465
0.0% of portfolio
|
Q2 2023
Reduced 87.59%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
31
shares
|
$3,255
0.0% of portfolio
|
Q1 2024
Reduced 89.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
24
shares
|
$2,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
24
shares
|
$2,520
0.0% of portfolio
|
Q4 2023
Reduced 81.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
22
shares
|
$2,310
0.0% of portfolio
|
Q2 2023
New holding
|