Public ownership evidence

iShares MSCI USA Value Factor ETF (VLUE) Ownership Disclosures

Read VLUE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares MSCI USA Value Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Provida Pension Fund Administrator
Report period
2026-03-31
Available
2026-08-29
Reported shares
531,070
Value (USD)
$75,512,843
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001628280-26-059287
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VLUE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VLUE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Provida Pension Fund Administrator2026-03-312026-08-29531,070$75,512,843None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-298,662$923,820None
Corient Private Wealth LP2026-06-302026-08-2830,455$6,085,269None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28336$67,136None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28423$60,146None
AFFINITY WEALTH LLC2025-12-312026-08-2744$6,016None
AFFINITY WEALTH LLC2025-09-302026-08-2744$5,502None
Advus Financial Partners, LLC2022-12-312026-08-263,149$286,968None
Advus Financial Partners, LLC2022-09-302026-08-264,702$384,944None
Advus Financial Partners, LLC2022-06-302026-08-265,449$493,267None
Advus Financial Partners, LLC2022-03-312026-08-263,621$378,657None
Strategic Financial Services, Inc.2026-06-302026-08-253,390$677,356None
Archer Investment Corp2026-06-302026-08-201,283$256,356None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,127,613$225,308,398None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,290$457,567None
Orion Capital Management LLC2026-06-302026-08-1955$10,990None
Yukon Wealth Management, Inc.2026-06-302026-08-184,074$814,099None
Caitlin John, LLC2026-06-302026-08-18509$101,703None
Corient Private Wealth LP2026-06-302026-08-1830,483$6,090,664None
Transamerica Financial Advisors, LLC2026-06-302026-08-181,473$294,465None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-187,205$1,441,464None
Equitable Holdings, Inc.2026-06-302026-08-1831,701$6,334,108None
Steelhead Wealth Management LLC2026-06-302026-08-159,492$1,896,000None
EFG International AG2026-06-302026-08-1573,828$14,751,573None
EFG International AG2026-06-302026-08-15988$197,494None
AMERIFLEX GROUP, INC.2026-06-302026-08-1536$7,128None
10Elms LLP2026-06-302026-08-1513,727$2,742,834None
Synergy Investment Management, LLC2026-06-302026-08-1524$4,795None
Glen Eagle Advisors, LLC2026-06-302026-08-15395$78,926None
Federation des caisses Desjardins du Quebec2026-06-302026-08-153,559$711,124None
Modern Wealth Management, LLC2026-06-302026-08-151,549$309,436None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-151,157$231,180None
MorganRosel Wealth Management, LLC2026-06-302026-08-1514,925$2,982,164None
Mutual Advisors, LLC2026-06-302026-08-159,173$1,832,760None
Advyzon Investment Management, LLC2026-06-302026-08-154,094$818,022None
Advyzon Investment Management, LLC2026-06-302026-08-152,388$477,146None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-156,055$1,209,850None
COFG Advisors, LLC2026-06-302026-08-1512,972$2,591,984None
Vertex Planning Partners, LLC2026-06-302026-08-154,485$896,223None
NCM Capital Management, LLC2026-06-302026-08-1512,376$2,472,772None
Delos Wealth Advisors, LLC2026-06-302026-08-15942$188,222None
Invst, LLC2026-06-302026-08-157,576$1,513,826None
XTX Topco Ltd2026-06-302026-08-151,010$201,808None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1516,962$3,389,149None
Stonebrook Private Inc.2026-06-302026-08-152,063$412,173None
Foundations Investment Advisors, LLC2026-06-302026-08-1532,377$6,469,236None
Foundations Investment Advisors, LLC2026-06-302026-08-151,598$319,296None
Q3 Asset Management2026-06-302026-08-1518,830$3,762,000None
Qube Research & Technologies Ltd2026-06-302026-08-1545,604$9,112,135None
IFG Advisory, LLC2026-06-302026-08-153,566$712,510None

90-day public filing window, up to 50 source positions.

Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.