# ISHARES TR MORNINGSTR US EQ

ISHARES TR MORNINGSTR US EQ is a security (CUSIP 464287127) tracked across SEC portfolio filings. 200 institutional managers reported $475.2M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES TR
- Class: MORNINGSTR US EQ
- CUSIP: 464287127
- 13F holders: 200
- 13F value: $475.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 200 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [EXCHANGE TRADED CONCEPTS, LLC](https://search.stillhousedata.com/firm/151197) | 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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $22.4M | 249,260 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $19.6M | 218,649 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | 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](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $12.0M | 116,110 |
| Royal Bank of Canada | TORONTO, A6 | $10.6M | 117,728 |
| [Wealth Forward, LLC](https://search.stillhousedata.com/firm/159467) | 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](https://search.stillhousedata.com/firm/319448) | Miami, FL | $8.6M | 95,912 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464287127.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.