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Disclosery

VLUE ISHARES TR

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MSCI USA VALUE (fund)

417 managers (422 13F filers) reported a position in VLUE shares at 2025-03-31, 50,802,050 shares in all. 35 filers opened a position and 41 filers sold out during the quarter.

Managers
417
13F filers
422
New
35
Added
116
Reduced
165
Sold out
41
Shares held by filers
50,802,050

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHOREO, LLC5,280$563K0.01%-25513F-HRTimeline
Revisor Wealth Management LLC5,116$546K0.24%new13F-HRTimeline
Ariadne Wealth Management, LP5,086$534K0.28%+613F-HRTimeline
CGN Advisors LLC4,929$526K0.05%-69613F-HRTimeline
Mayflower Financial Advisors, LLC4,884$521K0.08%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …4,817$514K0.11%+2913F-HRTimeline
Tranquility Partners, LLC4,813$513K0.2%-71813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,795$511K0.03%+37313F-HRTimeline
RHS Financial, LLC4,609$492K0.28%+69813F-HRTimeline
Montecito Bank & Trust4,602$491K0.09%013F-HRTimeline
Certus Wealth Management, LLC4,458$482K0.33%013F-HRTimeline
FLC Capital Advisors4,482$478K0.11%013F-HRTimeline
&PARTNERS4,465$473K0.01%+4313F-HRTimeline
Yukon Wealth Management, Inc.4,419$471K0.2%13F-HRTimeline
Integrated Advisors Network LLC4,395$469K0.02%-11113F-HRTimeline
Arete Wealth Advisors, LLC4,358$465K0.04%+10013F-HRTimeline
Simplicity Wealth,LLC4,356$465K0.04%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.4,340$463K0.03%-9013F-HRTimeline
Archvest Wealth Advisors, Inc.4,337$463K0.38%+1913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC4,263$455K0.34%+1,67313F-HRTimeline
West Wealth Group, LLC4,260$454K0.13%+2713F-HRTimeline
GUERRA PAN ADVISORS, LLC4,124$440K0.35%+213F-HRTimeline
Richard P Slaughter Associates Inc4,049$432K0.1%-16213F-HRTimeline
Pflug Koory, LLC4,000$427K0.24%013F-HRTimeline
US FINANCIAL ADVISORS, LLC3,998$426K0.13%+11813F-HRTimeline
S&T Bank/PA3,924$418K0.14%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,871$413K<0.01%+17513F-HRTimeline
Savvy Advisors, Inc.3,826$408K0.04%new13F-HRTimeline
First Citizens Financial Corp3,741$399K0.23%+42913F-HRTimeline
Tranquilli Financial Advisor LLC3,725$397K0.25%+16813F-HRTimeline
Clearwater Capital Advisors, LLC3,629$387K0.04%013F-HRTimeline
Bell Investment Advisors, Inc3,621$386K0.07%+13913F-HRTimeline
BostonPremier Wealth LLC3,595$383K0.24%-1,35013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,509$374K0.01%+21913F-HRTimelineGroup
Strategic Financial Services, Inc.3,500$373K0.02%-21,78013F-HRTimeline
Atlas Legacy Advisors, LLC3,426$371K0.09%+64313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,465$370K0.01%new13F-HRTimeline
Lunt Capital Management, Inc.3,396$362K0.13%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,397$360K0.03%013F-HR/ATimeline
BCGM Wealth Management, LLC3,323$354K0.11%+2013F-HRTimeline
IHT Wealth Management, LLC3,319$354K0.01%-713F-HRTimeline
Schrum Private Wealth Management LLC3,290$351K0.31%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,250$347K0.04%-1913F-HRTimeline
Financial Engines Advisors L.L.C.3,247$346K<0.01%013F-HRTimeline
GEM Asset Management, LLC3,185$339K0.19%013F-HRTimeline
Foundry Financial Group, Inc.3,154$336K0.21%013F-HRTimeline
Stokes Family Office, LLC3,084$329K0.04%-713F-HRTimeline
Diversified Enterprises, LLC3,082$329K0.03%+8513F-HRTimeline
IFG Advisory, LLC3,020$322K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,000$320K0.03%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management2,993$319K<0.01%+67513F-HRTimelineGroup
Goldstein Advisors, LLC2,986$318K0.05%-1,42913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,921$312K0.01%+19513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,904$310K0.01%+413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,896$309K<0.01%-113F-HRTimelineGroup
Sigma Planning Corp2,882$307K0.01%-49413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,855$305K<0.01%-5413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,850$304K0.01%-6613F-HRTimelineGroup
JGP Wealth Management, LLC2,769$295K0.04%013F-HRTimeline
HUB Investment Partners, LLC2,748$293K0.01%-33313F-HRTimeline
Apexium Financial, LP2,737$292K0.02%013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,707$289K<0.01%+53613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,733$289K0.01%+1113F-HRTimelineGroup
AE Wealth Management LLC2,691$287K<0.01%-20113F-HRTimeline
Shared Vision Wealth Group LLC2,640$282K0.15%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,578$275K0.21%+1613F-HRTimeline
ONE Advisory Partners, LLC2,554$272K0.12%-113F-HRTimeline
W ADVISORS, LLC2,551$272K0.17%-113F-HRTimeline
Jaffetilchin Investment Partners, LLC2,524$269K0.02%+1013F-HRTimeline
Fortis Capital Management LLC2,521$269K0.05%013F-HRTimeline
CORA CAPITAL ADVISORS LLC2,512$268K0.13%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,508$267K0.01%013F-HRTimelineGroup
Tyche Wealth Partners LLC2,502$267K0.06%013F-HRTimeline
Smithfield Trust Co2,437$262K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,401$256K<0.01%-4,46413F-HRTimelineGroup
Rosenberg Matthew Hamilton2,399$256K0.06%-913F-HRTimeline
Greykasell Wealth Strategies, Inc.2,366$252K0.13%-18213F-HRTimeline
Confluence Wealth Services, Inc.2,494$251K0.02%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,344$250K0.03%-1,42413F-HRTimeline
Coppell Advisory Solutions LLC1,445$244K0.03%+87413F-HRTimeline
Aspire Private Capital, LLC2,273$242K0.06%new13F-HRTimeline
Driehaus Capital Management LLC2,227$238K<0.01%-86813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,221$237K0.02%-52213F-HRTimeline
Alpha Omega Wealth Management LLC2,199$235K0.04%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,184$233K0.02%-18013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,169$231K0.05%+413F-HRTimeline
Nova R Wealth, Inc.2,158$230K0.11%-20813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,130$227K0.02%-74213F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,118$226K0.01%-8013F-HRTimelineGroup
PMG Wealth Management, Inc.2,087$223K0.24%+7013F-HRTimeline
Golden State Wealth Management, LLC2,075$221K0.03%-3113F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,070$221K<0.01%013F-HRTimelineGroup
Eldridge Investment Advisors, Inc.2,010$214K0.05%013F-HRTimeline
Capital Investment Advisors, LLC2,001$213K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,994$213K0.03%-14113F-HRTimeline
EPG Wealth Management LLC1,969$210K0.06%-8213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,949$208K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,944$207K<0.01%013F-HRTimeline
WealthTrust Axiom LLC1,930$206K0.06%013F-HRTimeline
SWEENEY & MICHEL, LLC2,142$200K0.09%13F-HRTimeline
MAI Capital Management1,699$181K<0.01%-14013F-HRTimeline
Lavaca Capital LLC1,544$165K0.08%new13F-HRTimeline
Arax Advisory Partners1,539$164K0.01%+7113F-HRTimeline
Realta Investment Advisors1,529$163K0.07%+3513F-HRTimeline
Archer Investment Corp1,399$149K0.04%013F-HRTimeline
Centricity Wealth Management, LLC1,163$124K0.11%013F-HRTimeline
TD Capital Management LLC1,130$121K0.01%+613F-HRTimeline
First Command Advisory Services, Inc.1,046$112K<0.01%-1,91713F-HRTimeline
PRIVATE TRUST CO NA958$102K0.01%+31513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO877$93.5K<0.01%+70213F-HRTimelineGroup
Vermillion & White Wealth Management Gr…860$91.7K0.07%-513F-HRTimeline
MATHER GROUP, LLC.803$85.6K<0.01%013F-HRTimeline
Biltmore Family Office, LLC800$85.3K0.01%013F-HRTimeline
Sound Income Strategies, LLC798$85.1K0.01%+11813F-HRTimeline
GPS Wealth Strategies Group, LLC718$76.6K0.01%+313F-HRTimeline
Glen Eagle Advisors, LLC678$72.3K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.565$60.3K<0.01%+313F-HRTimeline
LANARK FINANCIAL, INC.536$57K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC503$53.6K0.01%+30013F-HRTimelineGroup
AllSquare Wealth Management LLC497$53K0.03%013F-HRTimeline
Insight Inv LLC488$52K0.04%013F-HRTimeline
Costello Asset Management, INC484$51.6K0.02%new13F-HRTimeline
Global Wealth Strategies & Associates477$50.9K0.02%-2113F-HRTimeline
American Capital Advisory, LLC460$49.1K0.03%-15513F-HRTimeline
AlphaCore Capital LLC458$48.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC436$46.5K<0.01%-513F-HRTimeline
Avalon Trust Co435$46.4K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC433$46.2K0.01%-2413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…372$39.7K<0.01%-213F-HRTimelineGroup
Blue Trust, Inc.362$38.6K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.345$36.8K<0.01%-14113F-HRTimelineGroup
Wayfinding Financial, LLC316$33K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC279$29.5K<0.01%013F-HRTimeline
MGB Wealth Management, LLC275$29.3K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB270$28.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.305$28.5K<0.01%013F-HRTimelineGroup
WASHINGTON TRUST Co265$28.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/262$28K<0.01%+13013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC262$27.9K0.01%+13613F-HRTimeline
Sandy Spring Bank260$27.7K<0.01%+313F-HRTimeline
Running Point Capital Advisors, LLC256$27.3K0.01%013F-HRTimeline
Synergy Investment Management, LLC250$26.7K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC249$26.6K<0.01%+113F-HRTimeline
Key Financial Inc231$24.6K0.01%+113F-HRTimeline
New Republic Capital, LLC224$23.9K0.01%013F-HRTimeline
NorthRock Partners, LLC200$21.3K<0.01%+10913F-HRTimeline
Abound Wealth Management194$20.7K0.01%013F-HRTimeline
Smartleaf Asset Management LLC192$20.3K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC171$18.2K0.01%new13F-HRTimeline
Crewe Advisors LLC165$17.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC164$17.5K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…148$15.8K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners147$15.7K<0.01%-5313F-HRTimelineGroup
Rossby Financial, LCC154$15.6K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC145$15.5K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.145$15.5K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC138$14.7K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV138$14.7K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP128$13.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc125$13.3K<0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…123$13.1K<0.01%013F-HRTimeline
TSFG, LLC124$13K<0.01%+9313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.115$12.3K0.01%013F-HRTimeline
Founders Financial Alliance, LLC115$12.3K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC108$11.5K<0.01%013F-HRTimeline
Bogart Wealth, LLC104$11.1K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC103$11K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC102$10.9K0.01%013F-HRTimeline
MTM Investment Management, LLC98$10.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC97$10.3K0.01%013F-HRTimeline
Geneos Wealth Management Inc.88$9.38K<0.01%+5913F-HRTimeline
GAMMA Investing LLC77$8.21K<0.01%-23913F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC76$8.11K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.71$7.53K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC70$7.47K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC69$7.36K0.14%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC68$7.25K<0.01%013F-HRTimeline
Compass Wealth Management LLC64$6.83K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.63$6.72K<0.01%+913F-HRTimeline
Sunbelt Securities, Inc.62$6.56K<0.01%-1,09413F-HRTimeline
PSI Advisors, LLC60$6.4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC59$6.29K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.56$6.05K<0.01%-3,61513F-HRTimeline
CVA Family Office, LLC56$5.97K<0.01%013F-HRTimeline
Beacon Capital Management, LLC54$5.76K<0.01%013F-HRTimeline
Allworth Financial LP56$5.72K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.53$5.69K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC52$5.55K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.51$5.44K<0.01%013F-HRTimeline
Tidemark, LLC47$5.01K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.39$4.16K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC38$4.05K<0.01%013F-HRTimeline
Northwest Capital Management Inc38$4.05K<0.01%013F-HRTimeline
Versant Capital Management, Inc35$3.73K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC35$3.73K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.35$3.72K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.33$3.52K<0.01%013F-HRTimeline
WealthShield Partners, LLC29$3.09K<0.01%-713F-HRTimeline
Larson Financial Group LLC29$3.09K<0.01%-17513F-HRTimeline
Lindbrook Capital, LLC29$3.09K<0.01%new13F-HRTimeline