ISHARES TR MORNINGSTR US EQ is a security (CUSIP 464287127) tracked across SEC portfolio filings. 200 institutional managers reported $474.6M on Form 13F as of 2026-06-30.
Showing 15 of 200 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | Oklahoma City, OK | $66.3M | 639,665 |
| MORGAN STANLEY | NEW YORK, NY | $44.1M | 490,382 |
| Equitable Holdings, Inc. | NEW YORK, NY | $36.0M | 381,156 |
| LPL Financial LLC | FORT MILL, SC | $22.4M | 249,260 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $19.6M | 218,649 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $17.2M | 164,364 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $15.2M | 174,034 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $13.6M | 151,818 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $13.0M | 150,982 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $12.0M | 116,110 |
| Royal Bank of Canada | TORONTO, A6 | $10.6M | 117,728 |
| Wealth Forward, LLC | FARGO, ND | $10.4M | 100,803 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $10.3M | 114,117 |
| UBS Group AG | Zurich, V8 | $8.8M | 97,944 |
| Corient Private Wealth LLC | Miami, FL | $8.6M | 95,912 |