ISHARES TR MORNINGSTAR GRWT is a security (CUSIP 464287119) tracked across SEC portfolio filings. 360 institutional managers reported $1.6B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.5M via N-PORT as of 2026-03-31.
Showing 15 of 360 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $123.4M | 1,292,391 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $119.6M | 1,021,655 |
| MORGAN STANLEY | NEW YORK, NY | $104.1M | 1,090,222 |
| Equitable Holdings, Inc. | NEW YORK, NY | $103.2M | 991,892 |
| FAS Wealth Partners, Inc. | LEAWOOD, KS | $73.0M | 623,515 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $66.1M | 692,430 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $56.9M | 596,099 |
| B&D White Capital Company, LLC | Lakeway, TX | $55.2M | 471,430 |
| Clearstead Trust, LLC | PORTLAND, ME | $53.3M | 557,871 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $43.1M | 451,119 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $38.9M | 424,568 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $37.1M | 383,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $36.6M | 312,674 |
| GM Advisory Group, Inc. | MELVILLE, NY | $34.0M | 356,056 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $33.8M | 353,858 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| TFA AlphaGen Growth Fund | Tactical Investment Series Trust | $1.5M | 333.74% |