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 |
---|---|---|---|---|---|
Vision Capital Management, Inc.
Portland, OR |
May 09, 2024 Q1 2024 |
8,593
shares
|
$889,031
0.14% of portfolio
|
Q4 2023
New holding
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
8,431
shares
|
$872,271
0.05% of portfolio
|
Q1 2024
Reduced 12.78%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 08, 2024 Q1 2024 |
8,359
shares
|
$864,822
0.71% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
8,258
shares
|
$854,372
0.03% of portfolio
|
Q1 2024
Reduced 43.64%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 19, 2024 Q1 2024 |
8,111
shares
|
$839,164
0.71% of portfolio
|
Q1 2024
Added 19.33%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,556
shares
|
$781,743
0.13% of portfolio
|
Q3 2023
Reduced 7.58%
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
7,550
shares
|
$781,123
0.19% of portfolio
|
Q1 2024
Reduced 17.42%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
7,487
shares
|
$774,605
0.0% of portfolio
|
Q1 2024
Reduced 11.34%
|
|
Mayflower Financial Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
7,471
shares
|
$772,949
0.06% of portfolio
|
Q1 2024
Reduced 8.79%
|
|
Transcend Capital Advisors, LLC
|
May 03, 2024 Q1 2024 |
7,394
shares
|
$764,983
0.07% of portfolio
|
Q1 2024
Added 6.34%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
7,389
shares
|
$764,465
0.09% of portfolio
|
Q1 2024
Added 2.8%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
7,150
shares
|
$739,739
0.01% of portfolio
|
Q1 2024
Reduced 46.1%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
7,141
shares
|
$738,807
0.01% of portfolio
|
Q1 2024
Reduced 16.0%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
7,085
shares
|
$733,014
0.03% of portfolio
|
Q1 2024
Added 33.35%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
7,042
shares
|
$728,565
0.01% of portfolio
|
Q1 2024
Added 20.54%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
6,910
shares
|
$714,908
0.03% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
6,894
shares
|
$713,253
0.0% of portfolio
|
Q1 2024
Added 89.29%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,830
shares
|
$706,631
0.06% of portfolio
|
Q3 2022
Added 0.98%
|
|
Signature Estate & Investment Advisors LLC
|
May 10, 2024 Q1 2024 |
6,733
shares
|
$696,596
0.02% of portfolio
|
Q1 2024
Reduced 12.42%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
6,580
shares
|
$680,766
0.0% of portfolio
|
Q1 2024
Reduced 46.37%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
6,525
shares
|
$675,076
0.01% of portfolio
|
Q1 2023
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
6,312
shares
|
$653,039
0.15% of portfolio
|
Q1 2024
Added 18.27%
|
|
Tnf LLC
|
Apr 25, 2024 Q1 2024 |
6,067
shares
|
$627,691
0.25% of portfolio
|
Q1 2024
Reduced 8.55%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
6,051
shares
|
$626,036
0.02% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
Tranquility Partners, LLC
|
May 07, 2024 Q1 2024 |
6,026
shares
|
$623,449
0.26% of portfolio
|
Q1 2024
Reduced 1.12%
|