# ISHARES TR MRGSTR MD CP ETF

ISHARES TR MRGSTR MD CP ETF is a security (CUSIP 464288208) tracked across SEC portfolio filings. 210 institutional managers reported $1.0B on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES TR
- Class: MRGSTR MD CP ETF
- CUSIP: 464288208
- 13F holders: 210
- 13F value: $1.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 210 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $156.7M | 1,622,630 |
| MORGAN STANLEY | NEW YORK, NY | $125.9M | 1,508,981 |
| RMG Wealth Management LLC | PLATTEVILLE, WI | $117.3M | 1,284,701 |
| UBS Group AG | Zurich, V8 | $113.8M | 1,364,509 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $47.5M | 569,148 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $37.2M | 445,448 |
| [MEANS INVESTMENT CO., INC.](https://search.stillhousedata.com/firm/2748) | BANGOR, ME | $36.1M | 432,405 |
| Sunburst Financial Group, LLC | VESTAVIA HILLS, AL | $23.3M | 241,685 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $20.6M | 213,786 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $20.1M | 240,763 |
| [Steele Capital Management, Inc.](https://search.stillhousedata.com/firm/107097) | DUBUQUE, IA | $18.7M | 193,311 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $18.5M | 222,148 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $17.7M | 183,052 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $17.6M | 211,454 |
| Northwest Wealth Advisors, LLC | BELLINGHAM, WA | $15.8M | 163,319 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288208.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.