Institutional Ownership
Ishares Tr
CUSIP 46432F388MSCI USA VALUEVLUEQ1 2026
Institutional Holders
544
13F filers
Shares Held
53.84M
Aggregate institutional
Institutional Value
$7.56B
Q1 2026
Net New Holders
+78
116 new · 38 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions116
Increased184
Decreased139
Sold out38
Institutional Holders
544 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth Management Co | 23.03M | $3.27B | +281.6K | Added |
| 2 | Mason Investment Advisory Services, Inc. | 4.64M | $660.46M | −48.2K | Reduced |
| 3 | Matson Money. Inc. | 2.46M | $349.17M | −145.6K | Reduced |
| 4 | Bank Of America Corp /De/ | 1.61M | $229.25M | +5.6K | Added |
| 5 | Blackrock, Inc. | 1.55M | $220.98M | +148.5K | Added |
| 6 | Envestnet Asset Management Inc | 1.29M | $182.90M | +1.16M | Added |
| 7 | Mercer Global Advisors Inc /Adv | 1.18M | $168.10M | −46.6K | Reduced |
| 8 | Wharton Business Group, LLC | 1.15M | $164.01M | −42.7K | Reduced |
| 9 | Lpl Financial LLC | 939.4K | $133.57M | +401.2K | Added |
| 10 | Morgan Stanley | 927.1K | $131.82M | +86.6K | Added |
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