Institutional Ownership
Ishares Tr
CUSIP 464288505MRGSTR SM CP ETFISCBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
86
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 352.7K | $22.95M |
| 2 | Cetera Investment Advisers | 270.3K | $17.59M |
| 3 | Lpl Financial LLC | 189.7K | $12.34M |
| 4 | Wells Fargo & Company/Mn | 71.7K | $4.67M |
| 5 | Bank Of America Corp /De/ | 63.6K | $4.14M |
| 6 | Goldstein Advisors, LLC | 37.0K | $2.41M |
| 7 | Gladstone Institutional Advisory LLC | 36.1K | $2.35M |
| 8 | Raymond James Financial Inc | 33.7K | $2.19M |
| 9 | Citadel Advisors LLC | 31.0K | $2.02M |
| 10 | Commonwealth Equity Services, LLC | 30.4K | $1.98M |