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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
345
shares
|
$38,308
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
316
shares
|
$35,088
0.0% of portfolio
|
Q1 2024
Added 10433.33%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
302
shares
|
$33,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
296
shares
|
$32,867
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
279
shares
|
$30,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
275
shares
|
$30,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
270
shares
|
$29,980
0.0% of portfolio
|
Q4 2023
Reduced 37.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
270
shares
|
$29,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
265
shares
|
$29,425
0.0% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
256
shares
|
$28,426
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
253
shares
|
$28,093
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
253
shares
|
$28,093
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
248
shares
|
$27,537
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
232
shares
|
$25,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$25,428
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
224
shares
|
$24,872
0.01% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
204
shares
|
$22,652
0.0% of portfolio
|
Q2 2024
Added 410.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
203
shares
|
$22,541
0.0% of portfolio
|
Q4 2023
Reduced 99.16%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
200
shares
|
$22,208
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
194
shares
|
$21,541
0.01% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
191
shares
|
$21,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
191
shares
|
$21,208
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
175
shares
|
$19,432
0.0% of portfolio
|
Q4 2023
Reduced 66.6%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
175
shares
|
$19,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
174
shares
|
$19,320
0.0% of portfolio
|
Q3 2024
Reduced 33.84%
|