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VLUE ISHARES TR

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MSCI USA VALUE (fund)

419 managers (424 13F filers) reported a position in VLUE shares at 2024-12-31, 51,289,482 shares in all. 36 filers opened a position and 30 filers sold out during the quarter.

Managers
419
13F filers
424
New
36
Added
116
Reduced
151
Sold out
30
Shares held by filers
51,289,482

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Quest 10 Wealth Builders, Inc.33$3.48K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.29$3.06K<0.01%-13413F-HRTimeline
TSFG, LLC31$3K<0.01%013F-HRTimeline
St. Johns Investment Management Company…25$2.64K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC24$2.54K<0.01%-15113F-HRTimeline
Christopher J. Hasenberg, Inc24$2.54K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC19$2.01K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC16$1.69K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC15$1.69K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC13$1.37K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT10$1.06K<0.01%new13F-HRTimeline
Caitlin John, LLC9$950<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.7$739<0.01%013F-HRTimeline
Financial Perspectives, Inc2$211<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$154<0.01%13F-HRTimeline
VISION FINANCIAL MARKETS LLC1$106<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$73<0.01%013F-HRTimeline
ORG Partners LLC0$29<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Princeton Global Asset Management LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.