Vault-13

ISHARES TR MLRG

MORNINGSTR US EQ · ETP · CUSIP 464287127

173 institutional holders +1 vs Q1 2025
4,962,8455.0m shares reported held*
$425.9mreported value*
14 new 50 added 56 reduced 13 sold out net bought ≈ $23.3m (+272.1k shares)

* 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 ≈ $85.83.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 121Q4 22: 132Q1 23: 126Q2 23: 139Q3 23: 138Q4 23: 149Q1 24: 151Q2 24: 162Q3 24: 171Q4 24: 181Q1 25: 172Q2 25: 173173Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022121
Q4 2022132
Q1 2023126
Q2 2023139
Q3 2023138
Q4 2023149
Q1 2024151
Q2 2024162
Q3 2024171
Q4 2024181
Q1 2025172
Q2 2025173

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 36 bought or addedQ3 23: 53 cut or sold outQ4 23: 61 bought or addedQ4 23: 54 cut or sold outQ4 23Q1 24: 51 bought or addedQ1 24: 63 cut or sold outQ2 24: 60 bought or addedQ2 24: 47 cut or sold outQ2 24Q3 24: 71 bought or addedQ3 24: 55 cut or sold outQ4 24: 64 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 64 bought or addedQ1 25: 70 cut or sold outQ2 25: 64 bought or addedQ2 25: 69 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233653
Q4 20236154
Q1 20245163
Q2 20246047
Q3 20247155
Q4 20246457
Q1 20256470
Q2 20256469

Biggest buyers

EXCHANGE TRADED CONCEPTS, LLC New +272,912+272.9k
MERCER GLOBAL ADVISORS INC /ADV New +105,849+105.8k
ROYAL BANK OF CANADA Added +37,023+37.0k
GOLDMAN SACHS GROUP INC Added +35,497+35.5k
Financial Engines Advisors L.L.C. Added +31,055+31.1k
Modern Wealth Management, LLC New +30,777+30.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +23,313+23.3k
American Trust New +17,226+17.2k
AMERIPRISE FINANCIAL INC Added +16,996+17.0k
OSAIC HOLDINGS, INC. Added +15,075+15.1k

Biggest sellers

Corient Private Wealth LP Reduced -102,468-102.5k
CITADEL ADVISORS LLC Sold out -58,170-58.2k
RAYMOND JAMES FINANCIAL INC Reduced -19,112-19.1k
West Coast Financial LLC Sold out -16,653-16.7k
ASSETMARK, INC Reduced -16,382-16.4k
Tower Research Capital LLC (TRC) Sold out -15,009-15.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -12,899-12.9k
Greykasell Wealth Strategies, Inc. Reduced -12,497-12.5k
Arete Wealth Advisors, LLC Reduced -11,403-11.4k
GTS SECURITIES LLC Reduced -10,897-10.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 526,156526.2k $45.1m $45.1m 0.00% Added +8.2k +8,207
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 494,207494.2k $42.4m $42.4m 0.01% Added +17.0k +16,996
3 Equitable Holdings, Inc. 0.27% of their portfolio NEW YORK, NY 384,122384.1k $32.9m $32.9m 0.27% Added +108 +108
4 EXCHANGE TRADED CONCEPTS, LLC 0.30% of their portfolio Oklahoma City, OK 272,912272.9k $23.4m $23.4m 0.30% New
5 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 269,313269.3k $23.1m $23.1m 0.04% Added +15.1k +15,075
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 183,668183.7k $15.8m $15.8m 0.01% Reduced -4.9k -4,945
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 166,562166.6k $14.4m $14.4m 0.02% Reduced -12.9k -12,899
8 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 150,982151.0k $13.0m $13.0m 0.07% Reduced -4.5k -4,511
9 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 139,146139.1k $11.9m $11.9m 0.02% Reduced -1.2k -1,197
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 129,462129.5k $11.1m $11.1m 0.00% Reduced -7.6k -7,631
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 109,584109.6k $9.4m $9.4m 0.00% Added +1.5k +1,498
12 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 105,849105.8k $9.1m $9.1m 0.02% New
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 104,844104.8k $9.0m $9.0m 0.00% Reduced -7.6k -7,641
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 90,91790.9k $7.8m $7.8m 0.00% Reduced -3.8k -3,815
15 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 89,86689.9k $7.7m $7.7m 0.01% Reduced -102.5k -102,468
16 Gladstone Institutional Advisory LLC 0.31% of their portfolio Bedminster, NJ 87,22887.2k $7.5m $7.5m 0.31% Reduced -365 -365
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 84,69684.7k $7.3m $7.3m 0.00% Added +37.0k +37,023
18 Elevation Capital Advisory, LLC 2.82% of their portfolio BEND, OR 82,15782.2k $7.0m $7.0m 2.82% Reduced -5.9k -5,893
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 81,61281.6k $7.0m $7.0m 0.00% Added +35.5k +35,497
20 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 71,15071.2k $6.1m $6.1m 0.07% Added +4.8k +4,844
21 Benchmark Wealth Management, LLC 2.46% of their portfolio OLD LYME, CT 64,53664.5k $5.5m $5.5m 2.46% Added +44 +44
22 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 45,27545.3k $3.9m $3.9m 0.01% Added +1.3k +1,331
23 Brand Asset Management Group, Inc. 1.40% of their portfolio CHESTERFIELD, MO 43,55543.6k $3.7m $3.7m 1.40% Reduced -2.0k -2,016
24 Crestwood Advisors Group, LLC 0.07% of their portfolio BOSTON, MA 42,92742.9k $3.7m $3.7m 0.07% Reduced -147 -147
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 40,59040.6k $3.5m $3.5m 0.00% Reduced -4.9k -4,897
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 39,19839.2k $3.4m $3.4m 0.01% Reduced -6.8k -6,813
27 JIM SAULNIER & ASSOCIATES, LLC 2.29% of their portfolio FORT COLLINS, CO 39,09839.1k $3.4m $3.4m 2.29% Reduced -2.5k -2,546
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,58136.6k $3.1m $3.1m 0.00% Added +23.3k +23,313
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 35,55735.6k $3.1m $3.1m 0.00% Reduced -19.1k -19,112
30 INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio SAN DIEGO, CA 35,17435.2k $3.0m $3.0m 0.08% Added +1.3k +1,251
31 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 34,17934.2k $2.9m $2.9m 0.01% Added +31.1k +31,055
32 Modern Wealth Management, LLC 0.06% of their portfolio KANSAS CITY, MO 30,77730.8k $2.6m $2.6m 0.06% New
33 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 28,66628.7k $2.5m $2.5m 0.06% First filing
34 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 28,28128.3k $2.4m $2.4m 0.05% Added +6 +6
35 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 24,36324.4k $2.1m $2.1m 0.01% Reduced -3.0k -3,037
36 Atria Wealth Solutions, Inc. 0.04% of their portfolio NEW YORK, NY 21,00621.0k $1.8m $1.8m 0.04% Reduced -6.6k -6,577
37 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 19,97220.0k $1.7m $1.7m 0.00% Added +14.8k +14,822
38 SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1.20% of their portfolio SAN DIEGO, CA 19,31519.3k $1.7m $1.7m 1.20% Unchanged
39 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 18,53118.5k $1.6m $1.6m 0.01% Reduced -1.4k -1,415
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 18,20518.2k $1.6m $1.6m 0.00% Added +9.4k +9,382
41 American Trust 0.14% of their portfolio LEXINGTON, KY 17,22617.2k $1.5m $1.5m 0.14% New
42 MONEY CONCEPTS CAPITAL CORP 0.10% of their portfolio PALM BEACH GARDENS, FL 16,92216.9k $1.5m $1.5m 0.10% Reduced -181 -181
43 Commonwealth Financial Services, LLC 0.27% of their portfolio VIENNA, WV 16,35616.4k $1.4m $1.4m 0.27% Added +1.7k +1,709
44 GTS SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 16,32016.3k $1.4m $1.4m 0.06% Reduced -10.9k -10,897
45 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 15,63815.6k $1.3m $1.3m 0.01% Added +25 +25
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,63215.6k $1.3m $1.3m 0.00% Reduced -1.5k -1,533
47 Councilor Wealth, LLC 0.62% of their portfolio BETHESDA, MD 15,46515.5k $1.3m $1.3m 0.62% Unchanged
48 FMR LLC 0.00% of their portfolio BOSTON, MA 14,85914.9k $1.3m $1.3m 0.00% Reduced -727 -727
49 Dentgroup LLC 0.85% of their portfolio BATON ROUGE, LA 14,24214.2k $1.2m $1.2m 0.85% Reduced -89 -89
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,05014.1k $1.2m $1.2m 0.00% Added +495 +495
51 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 13,46313.5k $1.2m $1.2m 0.01% Added +251 +251
52 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 12,99013.0k $1.1m $1.1m 0.01% Reduced -1.1k -1,142
53 Wealth Management Associates, Inc. 0.42% of their portfolio Cherry Hill, NJ 12,63012.6k $1.1m $1.1m 0.42% Reduced -69 -69
54 Bawa N Mallick Trust 0.44% of their portfolio FOREST HILLS, NY 12,40012.4k $1.1m $1.1m 0.44% Unchanged
55 Liberty Capital Management, Inc. 0.21% of their portfolio BIRMINGHAM, MI 12,26012.3k $1.1m $1.1m 0.21% Unchanged
56 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 12,15412.2k $1.0m $1.0m 0.00% Reduced -36 -36
57 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,98412.0k $1.0m $1.0m 0.00% Added +1.3k +1,308
58 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 11,80011.8k $1.0m $1.0m 0.00% New
59 Keystone Financial Services, LLC 0.73% of their portfolio OMAHA, NE 11,24711.2k $964.7k $964.7k 0.73% Added +2 +2
60 Greykasell Wealth Strategies, Inc. 0.45% of their portfolio DANVILLE, CA 10,85810.9k $931.4k $931.4k 0.45% Reduced -12.5k -12,497
61 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 10,22010.2k $876.7k $876.7k 0.02% Unchanged
62 SeaCrest Wealth Management, LLC 0.09% of their portfolio PURCHASE, NY 10,09010.1k $865.5k $865.5k 0.09% Reduced -1.0k -1,047
63 ROCKLAND TRUST CO 0.04% of their portfolio HANOVER, MA 9,8959.9k $848.8k $848.8k 0.04% Unchanged
64 Siligmueller & Norvid Wealth Advisors LLC 0.33% of their portfolio GLEN ELLYN, IL 9,8449.8k $852.4k $852.4k 0.33% Unchanged
65 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,5629.6k $820.2k $820.2k 0.00% Reduced -5.3k -5,313
66 Tyler-Stone Wealth Management 0.13% of their portfolio Beachwood, OH 9,3469.3k $801.7k $801.7k 0.13% Added +459 +459
67 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,4088.4k $721.2k $721.2k 0.00% Added +239 +239
68 COMERICA BANK 0.00% of their portfolio DALLAS, TX 8,3778.4k $718.6k $718.6k 0.00% Reduced -125 -125
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 8,3238.3k $714.0k $714.0k 0.00% Reduced -110 -110
70 Pacific Sun Financial Corp 0.35% of their portfolio LOS ANGELES, CA 7,9207.9k $679.4k $679.4k 0.35% Unchanged
71 Asset Management Group, Inc. 0.12% of their portfolio STAMFORD, CT 7,8187.8k $670.6k $670.6k 0.12% Added +20 +20
72 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,5957.6k $651.5k $651.5k 0.00% Added +4 +4
73 Vantage Financial Partners, LLC 0.15% of their portfolio ELM GROVE, WI 7,3397.3k $629.6k $629.6k 0.15% Reduced -259 -259
74 Red Tortoise LLC 0.31% of their portfolio ATLANTA, GA 7,3157.3k $627.5k $627.5k 0.31% Unchanged
75 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 7,2657.3k $637.7k $637.7k 0.01% Reduced -52 -52
76 Capital Management Associates, Inc 0.20% of their portfolio MINNEAPOLIS, MN 7,2197.2k $619.3k $619.3k 0.20% Reduced -7.2k -7,187
77 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 7,0407.0k $603.9k $603.9k 0.02% Added +16 +16
78 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 7,0407.0k $603.9k $603.9k 0.03% Reduced -580 -580
79 Brightwater Advisory LLC 0.42% of their portfolio TAMPA, FL 6,8886.9k $590.9k $590.9k 0.42% Unchanged
80 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 6,5956.6k $565.7k $565.7k 0.00% Added +2.0k +2,045
81 CHAPIN DAVIS, INC. 0.16% of their portfolio BALTIMORE, MD 6,5876.6k $565.1k $565.1k 0.16% Unchanged
82 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 6,5756.6k $564.0k $564.0k 0.00% Added +15 +15
83 Good Life Advisors, LLC 0.04% of their portfolio READING, PA 6,5416.5k $561.1k $561.1k 0.04% Added +3 +3
84 Dana Investment Advisors, Inc. 0.02% of their portfolio BROOKFIELD, WI 5,9485.9k $510.2k $510.2k 0.02% Unchanged
85 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,8485.8k $501.6k $501.6k 0.00% Added +180 +180
86 Choate Investment Advisors 0.01% of their portfolio BOSTON, MA 5,7395.7k $492.3k $492.3k 0.01% Unchanged
87 Cape Investment Advisory, Inc. 0.16% of their portfolio MCDONOUGH, GA 5,1555.2k $442.2k $442.2k 0.16% Unchanged
88 Richard P Slaughter Associates Inc 0.09% of their portfolio AUSTIN, TX 5,0565.1k $433.7k $433.7k 0.09% Unchanged
89 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 4,9184.9k $421.8k $421.8k 0.02% Added +15 +15
90 Aspen Wealth Management LLC 0.10% of their portfolio FORT WORTH, TX 4,9104.9k $421.2k $421.2k 0.10% Added +14 +14
91 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 4,8454.8k $415.6k $415.6k 0.00% Unchanged
92 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 4,8234.8k $423.9k $423.9k 0.01% Unchanged
93 Harbour Trust & Investment Management Co 0.04% of their portfolio MICHIGAN CITY, IN 4,7004.7k $403.2k $403.2k 0.04% Unchanged
94 Edge Financial Advisors LLC 0.21% of their portfolio WHEATON, IL 4,6934.7k $402.0k $402.0k 0.21% New
95 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 4,6664.7k $400.3k $400.3k 0.00% Added +2 +2
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,4084.4k $378.1k $378.1k 0.00% Added +3.8k +3,801
97 LANDAAS & CO /WI /ADV 0.09% of their portfolio MILWAUKEE, WI 4,3794.4k $376.0k $376.0k 0.09% Reduced -53 -53
98 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 4,3104.3k $369.7k $369.7k 0.03% Reduced -714 -714
99 TFB Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 4,1584.2k $356.6k $356.6k 0.09% Added +9 +9
100 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,1534.2k $356.3k $356.3k 0.01% Added +7 +7