ISHARES TR MRGSTR SM CP ETF is a security (CUSIP 464288505) tracked across SEC portfolio filings. 93 institutional managers reported $109.5M on Form 13F as of 2026-06-30.
Showing 15 of 93 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $23.0M | 352,659 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $17.6M | 270,252 |
| LPL Financial LLC | FORT MILL, SC | $12.3M | 189,650 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $4.7M | 71,704 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $4.1M | 63,604 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $3.4M | 59,119 |
| Goldstein Advisors, LLC | Madison, WI | $2.7M | 36,131 |
| Gladstone Institutional Advisory LLC | Bedminster, NJ | $2.6M | 34,130 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $2.2M | 33,665 |
| CITADEL ADVISORS LLC | MIAMI, FL | $2.0M | 31,012 |
| HighTower Advisors, LLC | CHICAGO, IL | $2.0M | 26,647 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $2.0M | 26,267 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $1.9M | 29,413 |
| CHOREO, LLC | ROCKFORD, IL | $1.9M | 25,010 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $1.7M | 26,061 |