SIZE ISHARES TR: institutional ownership and insider trading
73 funds reported holding $344M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $10.2M, with 5 new positions and 5 funds selling out.
Largest institutional holders of SIZE
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $91.5M
- BlackRock, Inc. (BLK) — $57.7M
- James Reed Financial Services, Inc. — $29.2M
- Lido Advisors, LLC — $19.4M
- Strategic Financial Services, Inc. — $17.6M
- Trinity Wealth Management, LLC — $17.3M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $13.5M
- Rockefeller Capital Management L.P. — $13.0M
- AMERIPRISE FINANCIAL INC (AMP) — $13.0M
- ENVESTNET ASSET MANAGEMENT INC — $10.8M
5%+ owners
- BlackRock Portfolio Management LLC: 13.5% (Schedule 13G/A, filed Jul 17, 2026)
Who owns the most SIZE stock?
The largest institutional holders of ISHARES TR in the latest 13F filings are BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) ($91.5M), BlackRock, Inc. (BLK) ($57.7M), James Reed Financial Services, Inc. ($29.2M).