MLRG ISHARES TR
FollowMORNINGSTR US EQ (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in MLRG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Councilor Wealth, LLC | 15,465 | $1.63M | 0.67% | 0 | 13F-HRTimeline |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 14,395 | $1.52M | 0.91% | -1,400 | 13F-HRTimeline |
| ROCKLAND TRUST CO | 9,080 | $959K | 0.04% | -305 | 13F-HRTimeline |
| CHAPIN DAVIS, INC. | 6,191 | $654K | 0.13% | 0 | 13F-HRTimeline |
| Apella Capital, LLC | 1,877 | $202K | <0.01% | new | 13F-HRTimeline |
| Trust Co | 1,134 | $120K | 0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 701 | $74.1K | <0.01% | 0 | 13F-HRTimeline |
| Olistico Wealth, LLC | 340 | $35.9K | 0.02% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 121 | $12.8K | <0.01% | 0 | 13F-HRTimeline |