# ISHARES TR MSCI USA VALUE

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.

## Summary

- Issuer: ISHARES TR
- Class: MSCI USA VALUE
- CUSIP: 46432F388
- Asset category: EC
- 13F holders: 617
- 13F value: $8.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $15.4M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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.](https://search.stillhousedata.com/firm/111113) | Reston, VA | $660.5M | 4,644,885 |
| [Matson Money. Inc.](https://search.stillhousedata.com/firm/110425) | 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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $133.6M | 939,359 |
| MORGAN STANLEY | NEW YORK, NY | $131.8M | 927,084 |
| [Marks Wealth, LLC](https://search.stillhousedata.com/firm/310534) | 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](https://search.stillhousedata.com/firm/305118) | WAYNE, PA | $85.4M | 427,319 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [FundX ETF](https://search.stillhousedata.com/fund/S000077552) | FundX Investment Trust | $15.4M | 930.51% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46432F388.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.