# ISHARES TR S&P MC 400GR ETF

ISHARES TR S&P MC 400GR ETF is a security (CUSIP 464287606) tracked across SEC portfolio filings. 1,031 institutional managers reported $7.6B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $801K via N-PORT as of 2026-03-31.

## Summary

- Issuer: ISHARES TR
- Class: S&P MC 400GR ETF
- CUSIP: 464287606
- Asset category: EC
- 13F holders: 1,031
- 13F value: $7.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $801K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 1,031 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $783.8M | 7,789,591 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $590.5M | 5,868,364 |
| FMR LLC | BOSTON, MA | $462.9M | 4,600,564 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $363.5M | 3,612,759 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $242.7M | 2,065,287 |
| [SHERMAN PORFOLIOS, LLC](https://search.stillhousedata.com/firm/322728) | COEUR D'ALENE, ID | $227.0M | 2,256,315 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $217.6M | 2,162,666 |
| UBS Group AG | Zurich, V8 | $209.9M | 2,086,484 |
| [PINKERTON WEALTH, LLC](https://search.stillhousedata.com/firm/120973) | COEUR D ALENE, ID | $184.7M | 1,835,243 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $148.7M | 1,478,069 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $147.0M | 1,251,060 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $144.2M | 1,433,081 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $137.9M | 1,370,842 |
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $123.9M | 1,231,346 |
| Bank of New York Mellon Corp | NEW YORK, NY | $115.8M | 985,567 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [TFA AlphaGen Growth Fund](https://search.stillhousedata.com/fund/S000071477) | Tactical Investment Series Trust | $801K | 175.64% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464287606.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.