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Disclosery

VLUE ISHARES TR

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MSCI USA VALUE (fund)

547 managers (554 13F filers) reported a position in VLUE shares at 2026-03-31, 54,422,622 shares in all. 117 filers opened a position and 37 filers sold out during the quarter.

Managers
547
13F filers
554
New
117
Added
185
Reduced
143
Sold out
37
Shares held by filers
54,422,622

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KINGSWOOD WEALTH ADVISORS, LLC1,456$207K0.01%new13F-HRTimeline
Leo Wealth, LLC1,452$206K0.01%-6913F-HRTimeline
Security Financial Services, INC.1,446$206K0.03%new13F-HRTimeline
4J Wealth Management LLC1,428$203K0.12%new13F-HRTimeline
AE Wealth Management LLC1,425$203K<0.01%-6613F-HRTimeline
5T Wealth, LLC1,420$202K0.08%new13F-HRTimeline
Investmark Advisory Group LLC1,416$201K0.09%new13F-HRTimeline
EVOKE WEALTH, LLC1,414$201K<0.01%new13F-HRTimeline
Atlas Legacy Advisors, LLC1,413$201K0.04%new13F-HRTimeline
RMG Wealth Management LLC1,035$192K0.02%013F-HRTimeline
Destiny Wealth Partners, LLC1,316$187K0.02%-12613F-HRTimeline
Archer Investment Corp1,283$182K0.04%013F-HRTimeline
TD Capital Management LLC1,223$174K0.02%+13013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,214$173K0.01%+1,07713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,179$168K0.01%+20813F-HR/ATimelineGroup
MANNING & NAPIER ADVISORS LLC1,157$165K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,009$143K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,009$143K0.07%+1,00313F-HRTimelineGroup
Delos Wealth Advisors, LLC942$134K0.08%new13F-HRTimeline
MATHER GROUP, LLC.933$133K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC893$127K0.02%-6613F-HRTimeline
CoreFirst Bank & Trust802$114K0.06%013F-HRTimeline
Biltmore Family Office, LLC800$114K0.02%013F-HRTimeline
Clearstead Trust, LLC780$111K0.02%013F-HRTimeline
Gleason Group, Inc.758$108K0.01%+313F-HRTimeline
Raleigh Capital Management Inc.755$107K0.04%new13F-HRTimeline
Rosenberg Matthew Hamilton738$105K0.02%013F-HRTimeline
Realta Investment Advisors717$102K0.04%-2713F-HRTimeline
First Command Advisory Services, Inc.710$101K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC687$97.6K<0.01%13F-HRTimelineGroup
Root Financial Partners, LLC681$96.9K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC667$94.8K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.607$86.5K0.01%+11913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.600$85.3K0.01%-35113F-HRTimeline
Steigerwald, Gordon & Koch Inc.594$84.5K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.584$83K0.01%+1713F-HRTimeline
Hilton Head Capital Partners, LLC574$81.6K0.05%013F-HRTimeline
Sound Income Strategies, LLC554$80.2K<0.01%+6813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC560$80K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …550$78.2K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC511$74K0.02%+35713F-HRTimeline
Capital Investment Advisory Services, L…519$73.8K0.01%+40013F-HRTimeline
Lavaca Capital LLC460$65.4K0.01%-39813F-HRTimeline
AlphaCore Capital LLC458$65.1K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates445$63.3K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC423$60.1K0.02%-1413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC420$59.7K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management396$56.2K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC386$54.9K<0.01%new13F-HRTimeline
Blue Trust, Inc.362$51.5K<0.01%-2713F-HRTimeline
Windsor Advisory Group, LLC361$51.3K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…354$51.2K<0.01%+22813F-HRTimeline
Smartleaf Asset Management LLC368$51K<0.01%-23913F-HRTimeline
Belvedere Trading LLC354$50.3K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC346$49.2K0.05%new13F-HRTimeline
CoreCap Advisors, LLC344$48.9K<0.01%-1313F-HRTimeline
SHP Wealth Management334$47.5K<0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC279$39.7K<0.01%013F-HRTimeline
PROTECTIVE LIFE CORP253$36K0.12%new13F-HRTimeline
Key Financial Inc244$34.7K0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV237$33.7K<0.01%+13613F-HRTimeline
New Republic Capital, LLC224$31.9K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC224$31.9K<0.01%+12413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC203$28.9K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC195$27.8K0.01%+2413F-HRTimeline
Plante Moran Financial Advisors, LLC188$26.7K<0.01%013F-HRTimeline
Westfuller Advisors, LLC180$25.6K0.01%+113F-HRTimeline
Mosley Wealth Management200$25K0.01%new13F-HRTimeline
Independence Bank of Kentucky176$25K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO175$24.9K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.173$24.6K<0.01%new13F-HRTimeline
Vision Retirement, LLC172$24.5K0.01%-9813F-HRTimeline
Abound Wealth Management167$23.7K0.01%013F-HRTimeline
Crewe Advisors LLC165$23.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC164$23.3K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB160$22.8K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST159$22.6K0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.158$22.5K<0.01%-5013F-HRTimeline
Cherry Tree Wealth Management, LLC150$21.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.145$20.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC145$20.6K<0.01%+113F-HRTimelineGroup
SITTNER & NELSON, LLC138$19.6K0.01%013F-HRTimeline
AdvisorNet Financial, Inc135$19.1K<0.01%+1313F-HRTimeline
High Point Wealth Management, LLC130$18.5K0.02%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.129$18.3K<0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP128$18.2K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC127$18.1K<0.01%+5013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.120$17K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GABLES CAPITAL MANAGEMENT INC.115$16.4K0.01%013F-HRTimeline
Founders Financial Alliance, LLC115$16.4K<0.01%013F-HRTimeline
Allworth Financial LP112$15.9K<0.01%+513F-HRTimeline
Holos Integrated Wealth LLC102$14.9K0.01%013F-HRTimeline
Asset Dedication, LLC102$14.5K<0.01%013F-HRTimeline
Park Place Capital Corp99$14.1K<0.01%new13F-HRTimeline
MTM Investment Management, LLC98$13.9K<0.01%013F-HRTimeline
Millstone Evans Group, LLC97$13.8K0.01%013F-HRTimeline
Bogart Wealth, LLC94$13.4K<0.01%013F-HRTimeline
McIlrath & Eck, LLC92$13.1K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC90$12.8K<0.01%+3113F-HRTimeline
Versant Capital Management, Inc83$11.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.74$10.5K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC68$9.67K<0.01%013F-HRTimeline
Bravera Wealth65$9.24K<0.01%013F-HRTimeline
CVA Family Office, LLC56$7.96K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC55$7.82K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…54$7.68K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC52$7.39K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC50$7.11K<0.01%-13613F-HRTimeline
Tidemark, LLC47$6.68K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC38$6.61K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC41$5.83K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC40$5.69K<0.01%+3613F-HRTimeline
Innovative Asset Advisors Group, LLC40$5.69K<0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…39$5.57K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.39$5.54K<0.01%013F-HRTimeline
Robinswood Financial LLC38$5.4K<0.01%new13F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT36$5.12K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.36$5.12K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.36$5.05K<0.01%+113F-HRTimeline
TSFG, LLC32$5K<0.01%-5113F-HRTimeline
WealthShield Partners, LLC35$4.98K<0.01%+613F-HRTimeline
HighMark Wealth Management LLC35$4.94K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.34$4.83K<0.01%+113F-HRTimeline
Wealth Science Advisors LLC32$4.44K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC26$4.38K<0.01%+213F-HRTimeline
Larson Financial Group LLC29$4.12K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.25$4K<0.01%013F-HRTimeline
ATWOOD & PALMER INC28$3.98K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC28$3.98K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC24$3.41K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC24$3.41K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC24$3.41K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…22$3.13K<0.01%013F-HRTimeline
Truvestments Capital LLC21$2.99K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC19$2.7K<0.01%013F-HRTimeline
Dunhill Financial, LLC15$2.13K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division11$1.56K<0.01%new13F-HRTimeline
Caitlin John, LLC9$1.28K<0.01%-1,00013F-HRTimeline
Key Capital Management, INC7$995<0.01%new13F-HRTimeline
Citizens National Bank Trust Department6$853<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2$284<0.01%013F-HRTimeline
Financial Perspectives, Inc2$284<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.2$284<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC2$215<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC1$190<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1$143<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$98<0.01%013F-HRTimeline