Funds holding iShares Morningstar Growth ETF
3 funds declare a position · 0 ETFs and 3 other funds · 2.4M $ · US4642871192
Other lines from the same issuer : iShares Russell 2000 ETF (US4642876555), iShares Trust (US4642885135), iShares Trust (US4642875987), iShares Trust (US46436E7186), iShares Broad USD High Yield Corporate Bond ETF (US46435U8532), iShares Core S&P Mid-Cap ETF (US4642875078), iShares MSCI USA Min Vol Factor ETF (US46429B6974), iShares Trust (US4642876225), iShares Core S&P Small-Cap ETF (US4642878049), iShares MBS ETF (US4642885887)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Absolute Capital Asset Allocator Fund NORTHERN LIGHTS FUND TRUST III | 15,400 | 1.5M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| 2 | TFA AlphaGen Growth Fund Tactical Investment Series Trust | 7,974 | 761.4K $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| 3 | Tactical Growth Allocation Fund Tactical Investment Series Trust | 1,290 | 123.2K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
Institutional managers
324 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 1,292,391 | 123.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,090,222 | 104.1M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 991,892 | 103.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 692,430 | 66.1M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 597,556 | 57.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 596,099 | 56.9M $ | as of Mar 31, 2026 |
| Clearstead Trust, LLC | 557,871 | 53.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 451,119 | 43.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 424,568 | 38.9M $ | as of Mar 31, 2026 |
| GM Advisory Group, LLC | 356,056 | 34M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 353,858 | 33.8M $ | as of Mar 31, 2026 |
| B&D White Capital Company, LLC | 347,434 | 33.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 342,334 | 32.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 311,166 | 29.7M $ | as of Mar 31, 2026 |
| McKinley Carter Wealth Services, Inc. | 270,806 | 25.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 250,038 | 23.9M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 242,103 | 23.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 215,883 | 20.6M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 155,875 | 15.1M $ | as of Mar 31, 2026 |
| LongView Wealth Management | 136,102 | 14.3M $ | as of Mar 31, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 142,759 | 13.6M $ | as of Mar 31, 2026 |
| Mariner, LLC | 142,348 | 13.6M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 136,367 | 13M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 127,673 | 12.2M $ | as of Mar 31, 2026 |
| Prime Capital Investment Advisors, LLC | 122,151 | 11.7M $ | as of Mar 31, 2026 |