# ISHARES TR MRGSTR SM CP ETF

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.

## Summary

- Issuer: ISHARES TR
- Class: MRGSTR SM CP ETF
- CUSIP: 464288505
- 13F holders: 93
- 13F value: $109.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 93 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $23.0M | 352,659 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $17.6M | 270,252 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/323125) | Madison, WI | $2.7M | 36,131 |
| [Gladstone Institutional Advisory LLC](https://search.stillhousedata.com/firm/250787) | Bedminster, NJ | $2.6M | 34,130 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $2.2M | 33,665 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $2.0M | 31,012 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $2.0M | 26,647 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $2.0M | 26,267 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288505.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.