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 446 institutions that hold shares in the stock, with a total of 55.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.75 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
16,270
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
16,163
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
16,093
shares
|
$1.66 Million
1.25% of portfolio
|
Q3 2022
Reduced 39.62%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
15,758
shares
|
$1.63 Million
0.18% of portfolio
|
Q1 2024
Added 2.02%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
15,696
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
15,601
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2024
Reduced 26.02%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
14,791
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2024
Added 4.23%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
14,653
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2024
Reduced 73.85%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
14,515
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.29%
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
14,486
shares
|
$1.5 Million
0.71% of portfolio
|
Q1 2024
Reduced 5.94%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
14,454
shares
|
$1.5 Million
0.06% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
14,220
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 37.58%
|
|
Strategic Investment Management, LLC
|
Apr 29, 2024 Q1 2024 |
14,220
shares
|
$1.47 Million
1.17% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
14,143
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2024
Added 2.05%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
13,939
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.83%
|
|
Efg Asset Management (Americas) Corp.
|
Apr 22, 2024 Q1 2024 |
13,637
shares
|
$1.41 Million
0.45% of portfolio
|
Q1 2024
Reduced 57.61%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
13,176
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2024
Reduced 50.68%
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 15, 2024 Q1 2024 |
13,118
shares
|
$1.36 Million
0.82% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
13,074
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2024
Added 75.63%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
13,061
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2023
Reduced 54.33%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
13,004
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
12,801
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Ma Private Wealth
|
Apr 30, 2024 Q1 2024 |
12,575
shares
|
$1.3 Million
0.28% of portfolio
|
Q1 2024
Reduced 7.71%
|
|
True Link Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
12,145
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2024
New holding
|