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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
HAZLETT, BURT & WATSON, INC.25$3K<0.01%-3713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …28$2.99K<0.01%13F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC27$2.9K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC19$2.03K<0.01%013F-HRTimeline
Clearstead Advisors, LLC17$1.81K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC15$1.54K<0.01%013F-HRTimeline
Front Row Advisors LLC14$1.49K<0.01%new13F-HRTimeline
North Capital, Inc.11$1.22K<0.01%13F-HRTimeline
TRUST CO OF VERMONT10$1.07K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC8$853<0.01%-813F-HRTimeline
Kathleen S. Wright Associates Inc.7$747<0.01%013F-HRTimeline
Financial Perspectives, Inc2$213<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$158<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1$107<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$106<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$74<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-44613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.