Institutional Ownership
Ishares Tr
CUSIP 46432F370MSCI USA SZE FTSIZEQ1 2026
13D / 13G Filings
12
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
21.8%
Max % of class reported
Institutional Holders
70
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
12 filings · latest Jan 21, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 21, 2026 | Blackrock Portfolio Management LLC | 13G/A | 15.5% | 371.7K | SEC |
| 2 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 17.4% | 365.0K | SEC |
| 3 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 4 | Feb 5, 2025 | Blackrock, Inc. | 13G/A | 18.2% | 390.4K | SEC |
| 5 | Jul 8, 2024 | Blackrock Inc. | 13G/A | 19.5% | 429.4K | SEC |
| 6 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 14.1% | 436.7K | SEC |
| 7 | Feb 14, 2023 | Blackrock Inc. | 13G/A | 18.7% | 522.6K | SEC |
| 8 | May 9, 2022 | Blackrock Inc. | 13G/A | 15.8% | 514.4K | SEC |
| 9 | Jan 28, 2022 | Blackrock Inc. | 13G/A | 21.5% | 850.0K | SEC |
| 10 | Aug 9, 2021 | Blackrock Inc. | 13G/A | 21.8% | 1.12M | SEC |
2 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Ishares Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 510.8K | $81.45M |
| 2 | Blackrock, Inc. | 352.4K | $56.20M |
| 3 | James Reed Financial Services, Inc. | 164.0K | $26.15M |
| 4 | Trinity Wealth Management, LLC | 110.9K | $17.68M |
| 5 | Lido Advisors, LLC | 103.7K | $16.53M |
| 6 | Strategic Financial Services, Inc. | 101.7K | $16.22M |
| 7 | Rockefeller Capital Management L.P. | 73.4K | $11.71M |
| 8 | Ameriprise Financial Inc | 67.0K | $10.68M |
| 9 | Wells Fargo & Company/Mn | 64.9K | $10.35M |
| 10 | Envestnet Asset Management Inc | 61.7K | $9.84M |