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 441 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 $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
21
shares
|
$2,205
0.0% of portfolio
|
Q3 2024
Reduced 65.57%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
19
shares
|
$1,995
0.0% of portfolio
|
Q2 2024
Reduced 17.39%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
15
shares
|
$1,575
0.0% of portfolio
|
Q3 2024
Reduced 94.07%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
10
shares
|
$1,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
9
shares
|
$945
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
7
shares
|
$735
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
5
shares
|
$525
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
5
shares
|
$525
0.0% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5
shares
|
$525
0.0% of portfolio
|
Q2 2022
Reduced 99.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$525
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2
shares
|
$210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1
shares
|
$105
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$105
0.0% of portfolio
|
Q4 2023
Reduced 99.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|