SIZEISHARES TR
CUSIP 46432F370 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (SIZE) has 71 institutional holders in Filings Flow’s 13F database, together reporting 1.98M shares worth $316M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Blackrock, Inc., and James Reed Financial Services, Inc..
Institutional Holders
71
Q1 2026
Reported Value
$316M
Ticker
SIZE
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $81M | 510.8K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $56M | 352.4K | Q1 2026 |
| James Reed Financial Services, Inc.$116M AUM | 22.63% | $26M | 164.0K | Q1 2026 |
| Trinity Wealth Management, LLC$315M AUM | 6.49% | $18M | 110.9K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.05% | $17M | 103.7K | Q1 2026 |
| Strategic Financial Services, Inc.$2.1B AUM | 0.77% | $16M | 101.7K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $12M | 73.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $11M | 67.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 64.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 61.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $9M | 59.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 46.6K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $6M | 37.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 36.6K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 34.8K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $5M | 29.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 17.0K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 12.6K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $2M | 10.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 9.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 8.8K | Q1 2026 |
| G&S Capital LLC$285M AUM | 0.37% | $1M | 6.6K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $935,804 | 5.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $929,652 | 5.8K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $929,173 | 5.8K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $917,341 | 5.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $868,200 | 5.4K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $746,000 | 4.6K | Q4 2025OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.30% | $722,209 | 4.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $708,194 | 4.4K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.05% | $703,615 | 4.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $664,660 | 4.2K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.16% | $632,123 | 4.0K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $579,956 | 3.6K | Q1 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.15% | $498,153 | 3.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $465,000 | 2.9K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $460,808 | 2.9K | Q3 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.06% | $420,417 | 2.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $418,000 | 2.6K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $412,912 | 2.8K | Q2 2025OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.01% | $358,466 | 2.2K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $309,818 | 1.9K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $290,855 | 1.8K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $290,576 | 1.8K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $280,490 | 1.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $272,299 | 1.7K | Q1 2026 |
| TKG Advisors, LLC$242M AUM | 0.11% | $271,560 | 1.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $249,626 | 1.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $246,724 | 1.5K | Q1 2026 |
| 46 Peaks LLC$137M AUM | 0.18% | $242,379 | 1.5K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 0.03% | $237,686 | 1.5K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $233,028 | 1.5K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $222,847 | 1.4K | Q2 2025OLDER |
| OneAscent Family Office, LLC$143M AUM | 0.16% | $222,766 | 1.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $214,314 | 1.3K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $208,517 | 1.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $169,825 | 1.1K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $159,460 | 1.0K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $135,377 | 842 | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $129,800 | 814 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $128,206 | 804 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $100,945 | 633 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $93,285 | 585 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $49,520 | 308 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $42,323 | 265 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $40,184 | 252 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $32,314 | 200 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $29,866 | 184 | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $27,461 | 172 | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $22,000 | 141 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,456 | 128 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $18,338 | 115 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $15,672 | 97 | Q4 2025OLDER |
| Briaud Financial Planning Inc$381M AUM | 0.01% | $14,000 | 92 | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $11,858 | 74 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,987 | 68 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $10,365 | 65 | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $10,046 | 63 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $8,852 | 56 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $8,132 | 51 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $7,771 | 48 | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $6,942 | 43 | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $5,581 | 35 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $2,870 | 18 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $2,572 | 16 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $2,552 | 16 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,260 | 14 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $1,639 | 11 | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $646 | 4 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $33 | 0 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.