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Disclosery

MLRG ISHARES TR

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MORNINGSTR US EQ (fund)

180 managers (181 13F filers) reported a position in MLRG shares at 2024-12-31, 6,906,151 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
180
13F filers
181
New
10
Added
55
Reduced
52
Sold out
4
Shares held by filers
6,906,151

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,261,498$102M0.04%+982,93113F-HRTimeline
AdvisorShares Investments LLC506,111$41.1M7.92%+134,19113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY499,249$40.5M<0.01%-9,79013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN494,414$40.1M0.01%+130,53113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC405,951$32.9M0.01%-6,98113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.393,698$32M0.3%-43,23613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.362,073$29.4M0.07%+152,05013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…173,522$14.1M0.03%-13,25313F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/172,106$14M<0.01%+1,96413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.160,791$13M0.08%+8113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,204$12.5M0.02%+13613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO142,825$11.6M<0.01%+3,86813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,745$10.9M<0.01%13F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC127,997$10.4M0.48%-5,51413F-HRTimeline
UBS Group AGin group UBS Group AG110,374$8.96M<0.01%-31213F-HRTimelineGroup
Private Advisor Group, LLC108,292$8.79M0.05%-21,51613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP93,590$7.6M0.01%-9,62213F-HRTimelineGroup
Benchmark Wealth Management, LLC66,701$5.41M2.66%+1213F-HRTimeline
Merit Financial Group, LLC66,113$5.37M0.1%+44013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding56,636$4.6M+1,220Timeline
Cambridge Investment Research Advisors,…55,273$4.49M0.01%-18,86513F-HRTimeline
Cetera Investment Advisers48,009$3.9M0.01%-1,13613F-HRTimeline
Brand Asset Management Group, Inc.46,233$3.75M1.52%-9,57013F-HRTimeline
Crestwood Advisors Group, LLC43,800$3.55M0.07%-9713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,767$3.47M<0.01%-65013F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC40,174$3.26M2.81%+7,97713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP37,700$3.06M0.01%new13F-HRTimelineGroup
Quantitative Strategies, Inc.35,141$2.86M1.53%+1,61113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,702$2.74M0.09%+6313F-HRTimeline
Arete Wealth Advisors, LLC32,044$2.6M0.19%+21,35813F-HRTimeline
MML INVESTORS SERVICES, LLC30,888$2.51M0.01%+3,91813F-HRTimeline
Global Retirement Partners, LLC29,684$2.41M0.07%+5,96513F-HRTimeline
Atria Wealth Solutions, Inc.28,733$2.33M0.03%+1,57413F-HRTimeline
J.W. COLE ADVISORS, INC.28,269$2.29M0.09%+28013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,701$2.25M<0.01%+21,39413F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.26,764$2.17M1.21%13F-HRTimeline
Prospera Financial Services Inc26,470$2.15M0.05%-1,92013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23,178$1.88M0.01%+23,10513F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC19,315$1.57M1.17%013F-HRTimeline
Orion Porfolio Solutions, LLC18,623$1.51M0.02%+2,87313F-HRTimeline
Orion Portfolio Solutions, LLC18,623$1.51M0.02%+2,87313F-HRTimeline
West Coast Financial LLC18,145$1.47M0.16%-1,29413F-HRTimeline
HighTower Advisors, LLC17,165$1.39M<0.01%-3213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,074$1.39M0.1%+3,83113F-HRTimeline
Trinity Wealth Management, LLC16,373$1.33M0.6%+19813F-HRTimeline
American Trust15,833$1.29M0.1%+3513F-HRTimeline
OneDigital Investment Advisors LLC15,609$1.27M0.01%+5213F-HRTimeline
Councilor Wealth, LLC15,465$1.26M0.6%013F-HRTimeline
Dentgroup LLC14,416$1.17M0.89%-513F-HRTimeline
FMR LLCin group FMR LLC14,069$1.14M<0.01%+99313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,555$1.1M<0.01%-35113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC13,208$1.07M0.01%-12,91013F-HRTimelineGroup
Wealth Management Associates, Inc.12,808$1.04M0.44%-313F-HRTimeline
Bawa N Mallick Trust12,400$1.01M0.44%13F-HRTimeline
Liberty Capital Management, Inc.12,260$995K0.22%013F-HRTimeline
NorthCoast Asset Management LLC12,170$988K<0.01%-53513F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…11,507$969K0.05%-16113F-HRTimeline
Commonwealth Financial Services, LLC11,933$969K0.19%+1,83613F-HRTimeline
SeaCrest Wealth Management, LLC11,574$939K0.1%-5913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,551$938K<0.01%+44313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,048$897K<0.01%new13F-HRTimelineGroup
Keystone Financial Services, LLC10,707$869K0.8%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,220$829K0.02%013F-HRTimelineGroup
ROCKLAND TRUST CO10,040$815K0.04%-38313F-HRTimeline
GTS SECURITIES LLC9,853$800K0.04%-6,87813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…9,844$799K0.34%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,807$796K<0.01%+64913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,907$723K<0.01%-13813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,562$695K0.02%-1213F-HRTimeline
COMERICA BANK8,455$686K<0.01%-17013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,451$686K<0.01%+50413F-HRTimelineGroup
Tyler-Stone Wealth Management8,384$680K0.12%+20613F-HRTimeline
Strategic Blueprint, LLC8,320$675K0.04%-80013F-HRTimeline
CWM, LLCin group CWM, LLC8,123$659K<0.01%+85113F-HRTimelineGroup
Creative Planningin group Creative Planning7,983$648K<0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp7,920$643K0.35%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,862$638K<0.01%+82813F-HRTimelineGroup
Vantage Financial Partners, LLC7,858$638K0.16%+1,03713F-HRTimeline
Sanctuary Advisors, LLC7,587$638K<0.01%+413F-HRTimeline
PFG Advisors7,809$634K0.04%-84413F-HRTimeline
Asset Management Group, Inc.7,776$631K0.11%+2213F-HRTimeline
CHAPIN DAVIS, INC.7,886$625K0.2%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,539$612K0.02%-11,93113F-HRTimelineGroup
NewEdge Wealth, LLC7,413$602K0.01%-35513F-HRTimeline
Red Tortoise LLC7,315$594K0.31%013F-HRTimeline
IHT Wealth Management, LLC7,196$584K0.02%-1,11813F-HRTimeline
Capital Management Associates, Inc6,696$543K0.2%+26513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,642$542K0.05%-8,75813F-HRTimeline
Good Life Advisors, LLC6,534$530K0.04%-6,52613F-HRTimeline
Dana Investment Advisors, Inc.5,948$483K0.02%013F-HRTimeline
Choate Investment Advisors5,739$466K0.01%013F-HRTimeline
Focus Financial Network, Inc.5,455$443K0.02%+1813F-HRTimeline
Harbour Trust & Investment Management Co5,200$422K0.05%-33213F-HRTimeline
Cape Investment Advisory, Inc.5,155$418K0.16%013F-HRTimeline
Richard P Slaughter Associates Inc5,056$410K0.09%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,019$407K<0.01%+6713F-HRTimelineGroup
LANDAAS & CO /WI /ADV4,916$399K0.11%+813F-HRTimeline
Aspen Wealth Management LLC4,881$396K0.12%-6,49913F-HRTimeline
Chicago Partners Investment Group LLC4,823$394K0.01%013F-HRTimeline
SCOTIA CAPITAL INC.4,663$378K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,550$369K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,520$367K<0.01%+313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,467$360K0.02%-5013F-HRTimelineGroup
Portland Financial Advisors Inc4,387$356K0.96%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,300$349K0.09%+1213F-HRTimelineGroup
OLD MISSION CAPITAL LLC4,199$341K0.01%-6,98513F-HRTimeline
Perigon Wealth Management, LLC4,148$340K0.01%+713F-HRTimeline
TFB Advisors LLC4,186$340K0.1%+313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,066$330K<0.01%-7,61413F-HRTimelineGroup
Larson Financial Group LLC4,051$329K0.02%+1313F-HRTimeline
Asset Allocation Strategies LLC3,897$326K0.08%+1313F-HRTimeline
Steward Partners Investment Advisory, L…4,018$326K<0.01%+33313F-HRTimeline
Optivise Advisory Services LLC3,976$323K0.17%-38613F-HRTimeline
MidAtlantic Capital Management, Inc.3,905$317K0.23%-53213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,766$306K<0.01%-1,40813F-HRTimelineGroup
Aurora Private Wealth, Inc.3,705$301K0.23%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,539$287K<0.01%-1,18113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,528$286K<0.01%013F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC3,463$281K0.02%new13F-HRTimeline
Lutz Financial Services LLC3,356$272K0.02%013F-HRTimeline
NewEdge Advisors, LLC3,345$271K<0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC3,269$265K0.02%-7213F-HRTimeline
Opus Capital Group, LLC3,252$264K0.03%013F-HRTimeline
Geneos Wealth Management Inc.3,201$260K0.01%+7613F-HRTimeline
FMB WEALTH MANAGEMENT3,188$259K0.15%013F-HRTimeline
Mutual Advisors, LLC2,940$241K0.01%013F-HRTimeline
Synergy Investment Management, LLC2,846$231K0.1%13F-HRTimeline
Index Fund Advisors, Inc.2,800$227K0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,734$222K0.13%13F-HRTimeline
New Century Financial Group, LLC2,693$221K0.09%+113F-HRTimeline
Wealthquest Corp2,622$213K0.02%-8513F-HRTimeline
SEEDS INVESTOR LLC2,569$208K0.06%013F-HRTimeline
HCR Wealth Advisors2,536$206K0.03%013F-HRTimeline
Evanson Asset Management, LLC2,500$203K0.01%new13F-HRTimeline
Harvest Investment Services, LLC2,471$201K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,407$195K0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,080$169K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,064$168K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC2,000$162K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,706$138K<0.01%-24113F-HRTimelineGroup
Avior Wealth Management, LLC1,548$126K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,480$121K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC1,340$109K0.01%013F-HR/ATimeline
Security National Bank1,300$106K0.02%013F-HRTimeline
City State Bank1,268$103K0.04%013F-HRTimeline
TSFG, LLC1,109$90K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,048$85.1K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,006$81.7K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.993$80.6K<0.01%013F-HRTimeline
PSI Advisors, LLC905$73.4K0.02%+313F-HRTimeline
Realta Investment Advisors892$73.2K0.03%013F-HRTimeline
Salomon & Ludwin, LLC792$64.3K0.01%-2513F-HRTimeline
Tidemark, LLC608$49.3K0.02%013F-HRTimeline
Coston, McIsaac & Partners610$49K0.01%+213F-HRTimeline
AE Wealth Management LLC533$43.2K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…520$42.2K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC516$41.9K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…508$41.2K<0.01%-3413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC482$39K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\461$37.4K<0.01%013F-HRTimelineGroup
Avalon Trust Co400$32.5K<0.01%-1,29413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…394$32K<0.01%+29213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC392$31.8K<0.01%-313F-HRTimelineGroup
Aptus Capital Advisors, LLC370$30K<0.01%new13F-HRTimeline
Archer Investment Corp316$25.6K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC313$25.4K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300$24.3K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP272$22.1K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc271$22K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC242$19.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.224$18.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC180$14.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC136$11K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC122$9.9K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd91$7.39K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV82$6.66K<0.01%013F-HRTimeline
MAI Capital Management80$6.49K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC48$3.9K<0.01%013F-HRTimeline
TD Capital Management LLC25$2.04K<0.01%013F-HRTimeline
PrairieView Partners, LLC36$2K<0.01%013F-HRTimeline