Institutional Ownership
Ishares Tr
CUSIP 46432F370MSCI USA SZE FTSIZEQ1 2026
Institutional Holders
70
13F filers
Shares Held
1.98M
Aggregate institutional
Institutional Value
$315.14M
Q1 2026
Net New Holders
-1
8 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased16
Decreased28
Sold out9
Institutional Holders
70 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 510.8K | $81.45M | +5.0K | Added |
| 2 | Blackrock, Inc. | 352.4K | $56.20M | −19.2K | Reduced |
| 3 | James Reed Financial Services, Inc. | 164.0K | $26.15M | −4.8K | Reduced |
| 4 | Trinity Wealth Management, LLC | 110.9K | $17.68M | −1.4K | Reduced |
| 5 | Lido Advisors, LLC | 103.7K | $16.53M | −6.2K | Reduced |
| 6 | Strategic Financial Services, Inc. | 101.7K | $16.22M | −353 | Reduced |
| 7 | Rockefeller Capital Management L.P. | 73.4K | $11.71M | −925 | Reduced |
| 8 | Ameriprise Financial Inc | 67.0K | $10.68M | +5.0K | Added |
| 9 | Wells Fargo & Company/Mn | 64.9K | $10.35M | +55.2K | Added |
| 10 | Envestnet Asset Management Inc | 61.7K | $9.84M | −10.4K | Reduced |
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