# ISHARES TR MORNINGSTAR GRWT

ISHARES TR MORNINGSTAR GRWT is a security (CUSIP 464287119) tracked across SEC portfolio filings. 362 institutional managers reported $1.7B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.5M via N-PORT as of 2026-03-31.

## Summary

- Issuer: ISHARES TR
- Class: MORNINGSTAR GRWT
- CUSIP: 464287119
- Asset category: EC
- 13F holders: 362
- 13F value: $1.7B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $1.5M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 362 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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 |
| Clearstead Trust, LLC | PORTLAND, ME | $85.9M | 734,041 |
| [FAS Wealth Partners, Inc.](https://search.stillhousedata.com/firm/109796) | LEAWOOD, KS | $73.0M | 623,515 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $66.1M | 692,430 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $56.9M | 596,099 |
| [B&D White Capital Company, LLC](https://search.stillhousedata.com/firm/173822) | Lakeway, TX | $55.2M | 471,430 |
| 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](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $36.6M | 312,674 |
| [GM Advisory Group, Inc.](https://search.stillhousedata.com/firm/147592) | MELVILLE, NY | $34.0M | 356,056 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $33.8M | 353,858 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [TFA AlphaGen Growth Fund](https://search.stillhousedata.com/fund/S000071477) | Tactical Investment Series Trust | $1.5M | 333.74% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464287119.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.