ISHARES TR MLRG
MORNINGSTR US EQ · ETP · CUSIP 464287127
121
institutional holders
4.2m
shares reported held*
$209.1mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $49.43.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Equitable Holdings, Inc. 0.62% of their portfolio | 646.5k $31.9m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 532.1k $26.3m | — |
| MORGAN STANLEY 0.00% of their portfolio | 418.6k $20.7m | — |
| LPL Financial LLC 0.01% of their portfolio | 200.7k $9.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 166.2k $8.2m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 159.5k $7.9m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.10% of their portfolio | 136.8k $6.8m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 136.3k $6.7m | — |
| Surevest, LLC 1.63% of their portfolio | 121.7k $6.0m | — |
| UBS Group AG 0.00% of their portfolio | 119.5k $5.9m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 115.4k $5.7m | — |
| Gladstone Institutional Advisory LLC 0.43% of their portfolio | 111.5k $5.5m | — |
| Benchmark Wealth Management, LLC 3.23% of their portfolio | 83.5k $4.1m | — |
| Merit Financial Group, LLC 0.15% of their portfolio | 69.5k $3.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 61.6k $3.0m | — |
| Brand Asset Management Group, Inc. 1.67% of their portfolio | 60.8k $3.0m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 57.8k $2.9m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 55.1k $2.7m | — |
| Crestwood Advisors Group, LLC 0.09% of their portfolio | 54.0k $2.7m | — |
| Cetera Investment Advisers 0.03% of their portfolio | 42.7k $2.1m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 40.6k $2.0m | — |
| Wealthquest Corp 0.26% of their portfolio | 37.7k $1.9m | — |
| West Coast Financial LLC 0.32% of their portfolio | 35.4k $1.8m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 34.5k $1.7m | — |
| J.W. COLE ADVISORS, INC. 0.14% of their portfolio | 34.1k $1.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 33.3k $1.6m | — |
| INDEPENDENT FINANCIAL GROUP, LLC 0.14% of their portfolio | 31.7k $1.6m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 29.2k $1.4m | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 29.0k $1.4m | — |
| Global Retirement Partners, LLC 0.09% of their portfolio | 23.4k $1.2m | — |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 21.7k $1.1m | — |
| SeaCrest Wealth Management, LLC 0.15% of their portfolio | 20.4k $1.0m | — |
| Apollon Wealth Management, LLC 0.08% of their portfolio | 19.9k $985.0k | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 19.1k $945.0k | — |
| American Trust 0.07% of their portfolio | 17.8k $878.0k | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 17.1k $844.0k | — |
| Dentgroup LLC 0.81% of their portfolio | 16.3k $805.0k | — |
| ROCKLAND TRUST CO 0.05% of their portfolio | 15.6k $770.0k | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 15.5k $778.0k | — |
| Wealth Management Associates, Inc. 0.47% of their portfolio | 13.6k $672.7k | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 13.3k $659.0k | — |
| IHT Wealth Management, LLC 0.05% of their portfolio | 12.8k $631.0k | — |
| FLAGSTAR SECURITIES, INC 0.24% of their portfolio | 12.7k $626.3k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.06% of their portfolio | 12.6k $622.0k | — |
| Liberty Capital Management, Inc. 0.23% of their portfolio | 12.3k $606.0k | — |
| CITIGROUP INC 0.00% of their portfolio | 12.2k $600.0k | — |
| FMR LLC 0.00% of their portfolio | 10.5k $520.0k | — |
| BOENNING & SCATTERGOOD, INC. 0.10% of their portfolio | 10.4k $513.0k | — |
| Strategic Wealth Partners Group, LLC 0.12% of their portfolio | 10.1k $500.0k | — |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 10.1k $497.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 10.1k $497.0k | — |
| CWM, LLC 0.00% of their portfolio | 10.1k $497.0k | — |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 9.8k $483.0k | — |
| Pacific Sun Financial Corp 0.31% of their portfolio | 9.1k $447.0k | — |
| Dana Investment Advisors, Inc. 0.02% of their portfolio | 8.9k $438.0k | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 8.8k $435.0k | — |
| Vigilant Capital Management, LLC 0.04% of their portfolio | 8.4k $414.0k | — |
| WEALTHSOURCE PARTNERS, LLC 0.03% of their portfolio | 8.3k $410.0k | — |
| LANDAAS & CO /WI /ADV 0.25% of their portfolio | 8.0k $393.0k | — |
| Strategic Blueprint, LLC 0.05% of their portfolio | 7.9k $389.0k | — |
| SCOTIA CAPITAL INC. 0.00% of their portfolio | 7.9k $388.0k | — |
| Cornerstone Wealth Management, LLC 0.04% of their portfolio | 7.6k $373.0k | — |
| Asset Management Group, Inc. 0.09% of their portfolio | 7.5k $371.0k | — |
| Ameritas Advisory Services, LLC 0.02% of their portfolio | 7.2k $357.0k | — |
| MUFG Americas Holdings Corp 0.01% of their portfolio | 7.0k $346.0k | — |
| Creative Planning 0.00% of their portfolio | 6.9k $341.0k | — |
| PARK AVENUE SECURITIES LLC 0.01% of their portfolio | 6.7k $330.0k | — |
| Richard P Slaughter Associates Inc 0.14% of their portfolio | 6.6k $323.0k | — |
| Good Life Advisors, LLC 0.05% of their portfolio | 6.5k $321.0k | — |
| Focus Financial Network, Inc. 0.03% of their portfolio | 6.3k $309.5k | — |
| Mariner, LLC 0.00% of their portfolio | 6.0k $296.0k | — |
| Sigma Planning Corp 0.01% of their portfolio | 5.7k $282.0k | — |
| Opus Capital Group, LLC 0.06% of their portfolio | 5.7k $282.0k | — |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 5.2k $259.0k | — |
| Windham Capital Management, LLC 0.10% of their portfolio | 5.2k $257.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 5.1k $250.0k | — |
| Chicago Partners Investment Group LLC 0.02% of their portfolio | 4.8k $252.0k | — |
| Cerity Partners LLC 0.00% of their portfolio | 4.8k $235.0k | — |
| Baird Financial Group, Inc. 0.00% of their portfolio | 4.6k $227.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 4.6k $226.0k | — |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 4.5k $221.0k | — |
| Windsor Wealth Management, Inc. 0.05% of their portfolio | 4.2k $213.0k | — |
| HARBOR INVESTMENT ADVISORY, LLC 0.03% of their portfolio | 3.1k $153.0k | — |
| Geneos Wealth Management Inc. 0.01% of their portfolio | 3.1k $151.0k | — |
| Tyler-Stone Wealth Management 0.11% of their portfolio | 2.9k $144.0k | — |
| HHM Wealth Advisors, LLC 0.04% of their portfolio | 2.9k $143.0k | — |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 2.6k $134.0k | — |
| WHITTIER TRUST CO 0.00% of their portfolio | 2.1k $103.0k | — |
| FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio | 2.1k $103.0k | — |
| Householder Group Estate & Retirement Specialist, LLC 0.03% of their portfolio | 1.5k $75.0k | — |
| MORRIS FINANCIAL CONCEPTS, INC. 0.08% of their portfolio | 1.5k $74.0k | — |
| City State Bank 0.04% of their portfolio | 1.3k $63.0k | — |
| BlackRock Inc. 0.00% of their portfolio | 1.2k $60.0k | — |
| BerganKDV Wealth Management, LLC 0.01% of their portfolio | 1.2k $60.0k | — |
| Realta Investment Advisors 0.02% of their portfolio | 1.2k $59.0k | — |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 1.2k $57.5k | — |
| TSFG, LLC 0.03% of their portfolio | 1.1k $54.0k | — |
| Coston, McIsaac & Partners 0.02% of their portfolio | 1.1k $52.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.0k $52.0k | — |
| PSI Advisors, LLC 0.02% of their portfolio | 875 $43.0k | — |