ISHARES TR MSCI USA VALUE is a security (CUSIP 46432F388) tracked across SEC portfolio filings. 617 institutional managers reported $8.0B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $15.4M via N-PORT as of 2026-03-31.
Showing 15 of 617 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $3.3B | 23,028,163 |
| Mason Investment Advisory Services, Inc. | Reston, VA | $660.5M | 4,644,885 |
| Matson Money. Inc. | MASON, OH | $456.8M | 2,285,925 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $229.3M | 1,612,286 |
| BlackRock, Inc. | New York, NY | $221.0M | 1,554,109 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $206.6M | 1,033,896 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $168.1M | 1,182,249 |
| Wharton Business Group, LLC | MALVERN, PA | $164.0M | 1,153,472 |
| LPL Financial LLC | FORT MILL, SC | $133.6M | 939,359 |
| MORGAN STANLEY | NEW YORK, NY | $131.8M | 927,084 |
| Marks Wealth, LLC | ELLICOTT CITY, MD | $108.2M | 541,454 |
| FMR LLC | BOSTON, MA | $102.6M | 721,493 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $92.4M | 667,457 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $87.9M | 618,258 |
| Kathmere Capital Management, LLC | WAYNE, PA | $85.4M | 427,319 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| FundX ETF | FundX Investment Trust | $15.4M | 930.51% |