# ISHARES TR MRGSTR SM CP GR

ISHARES TR MRGSTR SM CP GR is a security (CUSIP 464288604) tracked across SEC portfolio filings. 178 institutional managers reported $535.7M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.7M via N-PORT as of 2026-03-31.

## Summary

- Issuer: ISHARES TR
- Class: MRGSTR SM CP GR
- CUSIP: 464288604
- Asset category: OTHER
- 13F holders: 178
- 13F value: $535.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.7M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 178 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $52.4M | 955,722 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $44.9M | 848,248 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $22.6M | 412,639 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | 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](https://search.stillhousedata.com/firm/175083) | PHOENIX, AZ | $14.2M | 259,715 |
| [Black Diamond Financial, LLC](https://search.stillhousedata.com/firm/145108) | TOWSON, MD | $12.6M | 192,806 |
| [Steele Capital Management, Inc.](https://search.stillhousedata.com/firm/107097) | DUBUQUE, IA | $11.8M | 180,159 |
| UBS Group AG | Zurich, V8 | $9.1M | 166,828 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $2.7M | 188.60% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288604.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.