ISHARES INC ISHARES MORNINGSTAR MID-CAP VALUE ETF ETP USD is a security (CUSIP 464288406) tracked across SEC portfolio filings. 178 institutional managers reported $657.1M on Form 13F as of 2026-06-30.
Showing 15 of 178 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | WASHINGTON, DC | $93.0M | 1,017,719 |
| MORGAN STANLEY | NEW YORK, NY | $51.8M | 610,518 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $37.7M | 444,547 |
| LPL Financial LLC | FORT MILL, SC | $31.4M | 370,810 |
| Orgel Wealth Management, LLC | ALTOONA, WI | $31.2M | 341,915 |
| Equitable Holdings, Inc. | NEW YORK, NY | $27.2M | 330,315 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $23.5M | 257,449 |
| Black Diamond Financial, LLC | TOWSON, MD | $22.4M | 245,612 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $21.3M | 250,708 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $19.6M | 230,858 |
| Steele Capital Management, Inc. | DUBUQUE, IA | $19.2M | 209,721 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $17.1M | 202,168 |
| UBS Group AG | Zurich, V8 | $16.6M | 195,305 |
| GRANVILLE CAPITAL, INC. | GREENSBORO, NC | $12.9M | 152,681 |
| Marietta Wealth Management, LLC | MARIETTA, GA | $12.4M | 135,955 |