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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
869
shares
|
$92,843
0.01% of portfolio
|
Q3 2024
Reduced 47.46%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
865
shares
|
$92,416
0.07% of portfolio
|
Q1 2024
Added 861.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
806
shares
|
$86,113
0.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
803
shares
|
$85,792
0.0% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$85,472
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
766
shares
|
$81,839
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
765
shares
|
$81,732
0.01% of portfolio
|
Q2 2024
Added 27.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
712
shares
|
$76,070
0.01% of portfolio
|
Q3 2024
Added 55.8%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
700
shares
|
$74,788
0.01% of portfolio
|
Q4 2023
Reduced 11.5%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
633
shares
|
$67,629
0.01% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
615
shares
|
$65,706
0.04% of portfolio
|
Q2 2024
Reduced 83.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
609
shares
|
$65,065
0.0% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
577
shares
|
$61,646
0.0% of portfolio
|
Q4 2023
Added 284.67%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
541
shares
|
$57,800
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
515
shares
|
$55,022
0.0% of portfolio
|
Q3 2024
Reduced 18.38%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
513
shares
|
$54,808
0.03% of portfolio
|
Q4 2023
Reduced 37.59%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
498
shares
|
$53,206
0.02% of portfolio
|
Q3 2024
Added 839.62%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
497
shares
|
$53,099
0.03% of portfolio
|
Q3 2023
Reduced 58.02%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
486
shares
|
$51,924
0.0% of portfolio
|
Q3 2024
Added 40.87%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
486
shares
|
$51,924
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
478
shares
|
$51,069
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
470
shares
|
$50,214
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
450
shares
|
$48,078
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
447
shares
|
$47,757
0.01% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
420
shares
|
$44,872
0.01% of portfolio
|
Q3 2024
New holding
|