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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
7,389
shares
|
$820,474
0.09% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
7,359
shares
|
$817,143
0.16% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,130
shares
|
$791,715
0.01% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
7,013
shares
|
$778,723
0.55% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
6,925
shares
|
$768,952
0.03% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
6,896
shares
|
$765,731
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,830
shares
|
$758,403
0.06% of portfolio
|
Q3 2022
Added 0.98%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,791
shares
|
$754,072
0.03% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
6,764
shares
|
$751,074
0.03% of portfolio
|
Q3 2024
Added 26.81%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
6,217
shares
|
$690,335
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
6,132
shares
|
$680,897
0.01% of portfolio
|
Q4 2024
Reduced 45.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,091
shares
|
$676,344
0.02% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,028
shares
|
$669,349
0.0% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,997
shares
|
$665,906
0.04% of portfolio
|
Q3 2024
Reduced 55.94%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
5,779
shares
|
$641,700
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
5,656
shares
|
$628,042
0.02% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,629
shares
|
$625,044
0.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,625
shares
|
$624,600
0.06% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
5,545
shares
|
$615,716
0.13% of portfolio
|
Q2 2022
Added 88.09%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,535
shares
|
$614,606
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,524
shares
|
$613,384
0.02% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
5,467
shares
|
$607,055
0.18% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,387
shares
|
$598,172
0.0% of portfolio
|
Q3 2024
Added 75.42%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,239
shares
|
$581,738
0.03% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,120
shares
|
$568,524
0.03% of portfolio
|
Q4 2024
Reduced 6.14%
|