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 439 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 $5.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
2,717
shares
|
$290,284
0.27% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,643
shares
|
$282,378
0.0% of portfolio
|
Q3 2024
Added 97.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,596
shares
|
$277,356
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
2,575
shares
|
$275,113
0.13% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,561
shares
|
$273,617
0.05% of portfolio
|
Q4 2022
Reduced 13.54%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
2,556
shares
|
$273,083
0.17% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,544
shares
|
$271,800
0.19% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
2,512
shares
|
$268,382
0.13% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,508
shares
|
$267,954
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
2,504
shares
|
$267,527
0.06% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
2,502
shares
|
$267,313
0.06% of portfolio
|
Q1 2024
Reduced 52.59%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,494
shares
|
$266,458
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
2,474
shares
|
$264,322
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,468
shares
|
$263,681
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,457
shares
|
$262,505
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,409
shares
|
$257,377
0.05% of portfolio
|
Q3 2024
Reduced 63.1%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
2,408
shares
|
$257,270
0.07% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
2,379
shares
|
$254,172
0.13% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,266
shares
|
$242,099
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,251
shares
|
$240,496
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
2,242
shares
|
$239,535
0.12% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,239
shares
|
$239,214
0.0% of portfolio
|
Q3 2024
Reduced 66.39%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
2,218
shares
|
$236,971
0.1% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,211
shares
|
$236,223
0.01% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
2,173
shares
|
$232,163
0.01% of portfolio
|
Q3 2024
New holding
|