# ISHARES INC ISHARES MORNINGSTAR MID-CAP VALUE ETF ETP USD

ISHARES INC ISHARES MORNINGSTAR MID-CAP VALUE ETF ETP USD is a security (CUSIP 464288406) tracked across SEC portfolio filings. 179 institutional managers reported $657.3M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES INC
- Class: ISHARES MORNINGSTAR MID-CAP VALUE ETF ETP USD
- CUSIP: 464288406
- 13F holders: 179
- 13F value: $657.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 179 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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $31.4M | 370,810 |
| [Orgel Wealth Management, LLC](https://search.stillhousedata.com/firm/168219) | ALTOONA, WI | $31.2M | 341,915 |
| Equitable Holdings, Inc. | NEW YORK, NY | $27.2M | 330,315 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $23.5M | 257,449 |
| [Black Diamond Financial, LLC](https://search.stillhousedata.com/firm/145108) | 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.](https://search.stillhousedata.com/firm/107097) | 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.](https://search.stillhousedata.com/firm/126679) | GREENSBORO, NC | $12.9M | 152,681 |
| [Marietta Wealth Management, LLC](https://search.stillhousedata.com/firm/281782) | MARIETTA, GA | $12.4M | 135,955 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288406.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.