ISHARES TR MRGSTR SM CP GR is a security (CUSIP 464288604) tracked across SEC portfolio filings. 177 institutional managers reported $534.8M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $5.9M via N-PORT as of 2026-03-31.
Showing 15 of 177 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Focus Partners Wealth | ST LOUIS, MO | $52.4M | 955,722 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $44.9M | 848,248 |
| LPL Financial LLC | FORT MILL, SC | $34.7M | 633,237 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $31.1M | 566,750 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $29.7M | 541,335 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $22.6M | 412,639 |
| Atria Investments, Inc | Charlotte, NC | $20.7M | 316,378 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $18.8M | 378,433 |
| Gallagher Fiduciary Advisors, LLC | ROLLING MEADOWS, IL | $17.8M | 325,545 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $14.8M | 269,357 |
| MORGAN STANLEY | NEW YORK, NY | $14.3M | 260,124 |
| Foundations Investment Advisors, LLC | PHOENIX, AZ | $14.2M | 259,715 |
| Black Diamond Financial, LLC | TOWSON, MD | $12.6M | 192,806 |
| Steele Capital Management, Inc. | DUBUQUE, IA | $11.8M | 180,159 |
| UBS Group AG | Zurich, V8 | $9.1M | 166,828 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Growth (70%-85%) RMS Fund | E-Valuator Funds Trust | $5.9M | 233.63% |