Institutional Ownership
Ishares Tr
CUSIP 46432F388MSCI USA VALUEVLUEQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
6.9%
Max % of class reported
Institutional Holders
544
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Mar 9, 2022
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 9, 2022 | Blackrock Inc. | 13G | 3.7% | 4.51M | SEC |
| 2 | Feb 7, 2022 | Blackrock Inc. | 13G | 5.1% | 7.57M | SEC |
| 3 | Jan 29, 2021 | Blackrock Inc. | 13G/A | 5.7% | 6.09M | SEC |
| 4 | May 11, 2020 | Fmr LLC | 13G/A | 0.7% | — | SEC |
| 5 | Feb 7, 2020 | Pnc Financial Services Group, Inc. | 13G/A | — | — | SEC |
| 6 | Feb 7, 2020 | Blackrock Inc. | 13G | 5.1% | 2.68M | SEC |
| 7 | Feb 7, 2020 | Fmr LLC | 13G/A | 6.9% | — | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Northwestern Mutual Wealth Management Co | 23.03M | $3.27B |
| 2 | Mason Investment Advisory Services, Inc. | 4.64M | $660.46M |
| 3 | Matson Money. Inc. | 2.46M | $349.17M |
| 4 | Bank Of America Corp /De/ | 1.61M | $229.25M |
| 5 | Blackrock, Inc. | 1.55M | $220.98M |
| 6 | Envestnet Asset Management Inc | 1.29M | $182.90M |
| 7 | Mercer Global Advisors Inc /Adv | 1.18M | $168.10M |
| 8 | Wharton Business Group, LLC | 1.15M | $164.01M |
| 9 | Lpl Financial LLC | 939.4K | $133.57M |
| 10 | Morgan Stanley | 927.1K | $131.82M |