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VLUE ISHARES TR

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MSCI USA VALUE (fund)

Filings received so far for Q3 2026: 29 13F filers report a position in VLUE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Insight Wealth Strategies, LLC138,537$27.4M2.71%-12,94913F-HRTimeline
Tactive Advisors, LLC39,343$7.79M1.87%+6,00913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION29,286$5.8M0.42%-30,96313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC19,091$3.78M0.97%+72713F-HRTimeline
Farther Finance Advisors, LLC15,400$3.05M0.02%+1,33013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC12,565$2.49M1.68%-10,27513F-HRTimeline
First Citizens Financial Corp5,431$1.08M0.45%-47613F-HRTimeline
Noble Wealth Management PBC5,399$1.07M0.49%-44013F-HRTimeline
Breakwater Capital Group4,077$807K0.1%-96513F-HRTimeline
Wedmont Private Capital3,799$760K0.02%new13F-HRTimeline
Apella Capital, LLC3,770$758K0.01%-1713F-HRTimeline
Friday Financial3,568$715K0.14%013F-HRTimeline
Galvin, Gaustad & Stein, LLC3,454$684K0.05%+213F-HRTimeline
Acropolis Investment Management, LLC3,135$621K0.02%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,658$526K0.25%+1213F-HRTimeline
Montecito Bank & Trust2,307$457K0.07%-72113F-HRTimeline
Avidian Wealth Enterprises, LLC1,850$366K0.01%-110,80113F-HRTimeline
Vilga Financial Planning LLC1,730$343K0.2%013F-HRTimeline
Successful Portfolios LLC1,571$314K0.14%+313F-HRTimeline
Rosenberg Matthew Hamilton735$146K0.03%-313F-HRTimeline
CoreCap Advisors, LLC282$55.9K<0.01%-6013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC279$55.2K<0.01%013F-HRTimeline
GAMMA Investing LLC205$40.6K<0.01%013F-HRTimeline
Trust Co115$22.8K<0.01%013F-HRTimeline
Versant Capital Management, Inc101$20K<0.01%013F-HRTimeline
Planning Strategies Inc.59$11.7K0.01%013F-HRTimeline
ATWOOD & PALMER INC28$5.54K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division11$2.18K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC2$302<0.01%013F-HRTimeline