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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
5,074
shares
|
$532,871
0.31% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,974
shares
|
$522,369
0.28% of portfolio
|
Q3 2024
Added 79.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,929
shares
|
$517,643
0.02% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
4,723
shares
|
$496,009
0.09% of portfolio
|
Q3 2024
Reduced 31.09%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
4,720
shares
|
$495,694
0.11% of portfolio
|
Q4 2022
Reduced 13.67%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,705
shares
|
$494,119
0.29% of portfolio
|
Q3 2023
Reduced 3.29%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
4,675
shares
|
$490,968
0.0% of portfolio
|
Q3 2024
Reduced 42.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,645
shares
|
$487,817
0.0% of portfolio
|
Q3 2024
Reduced 43.98%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
4,605
shares
|
$483,617
0.0% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,506
shares
|
$473,220
0.02% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
4,482
shares
|
$470,699
0.11% of portfolio
|
Q4 2023
Reduced 37.51%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
4,458
shares
|
$468,179
0.34% of portfolio
|
Q1 2024
Reduced 26.45%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
4,456
shares
|
$467,969
0.14% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
4,453
shares
|
$467,654
0.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
4,415
shares
|
$463,663
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,393
shares
|
$461,352
0.01% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
4,307
shares
|
$452,321
0.28% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,296
shares
|
$451,165
0.05% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,271
shares
|
$448,540
0.02% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
4,265
shares
|
$447,910
0.58% of portfolio
|
Q3 2022
Reduced 62.13%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,252
shares
|
$446,545
0.0% of portfolio
|
Q3 2024
Reduced 64.86%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,223
shares
|
$443,499
0.01% of portfolio
|
Q3 2024
Reduced 24.14%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,204
shares
|
$441,504
0.15% of portfolio
|
Q3 2023
Reduced 0.24%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,162
shares
|
$437,093
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
4,120
shares
|
$432,682
0.36% of portfolio
|
Q3 2024
Added 0.05%
|