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VLUE ISHARES TR

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MSCI USA VALUE (fund)

428 managers (433 13F filers) reported a position in VLUE shares at 2025-09-30, 49,489,119 shares in all. 51 filers opened a position and 36 filers sold out during the quarter.

Managers
428
13F filers
433
New
51
Added
116
Reduced
159
Sold out
36
Shares held by filers
49,489,119

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Allworth Financial LP49$6.13K<0.01%-713F-HRTimeline
Tidemark, LLC47$5.88K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC44$5.5K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.39$4.88K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC38$4.75K<0.01%013F-HRTimeline
Northwest Capital Management Inc38$4.75K<0.01%013F-HRTimeline
HighMark Wealth Management LLC37$4.6K<0.01%+313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36$4.5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.33$4.13K<0.01%013F-HRTimeline
TSFG, LLC32$4K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC30$3.75K<0.01%new13F-HRTimeline
WealthShield Partners, LLC29$3.63K<0.01%013F-HRTimeline
Larson Financial Group LLC29$3.63K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC28$3.5K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.25$3K<0.01%013F-HRTimeline
EASTERN BANK20$2.5K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC19$2.38K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC18$2.25K<0.01%13F-HRTimeline
North Capital, Inc.13$1.57K<0.01%+113F-HRTimeline
TRUST CO OF VERMONT10$1.25K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.9$1.12K<0.01%-5413F-HRTimeline
Caitlin John, LLC9$1.12K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.7$875<0.01%013F-HRTimeline
Financial Perspectives, Inc2$250<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$187<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1$126<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$86<0.01%013F-HRTimeline
Cloud Capital Management, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.