CUSIP 46432F370MSCI USA SZE FTSIZEQ4 2025
12 filings · latest Jan 21, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 505.8K | $81.72M |
| 2 | Blackrock, Inc. | 371.7K | $60.05M |
| 3 | James Reed Financial Services, Inc. | 168.7K | $27.26M |
| 4 | Trinity Wealth Management, LLC | 112.3K | $18.14M |
| 5 | Lido Advisors, LLC | 109.9K | $17.67M |
| 6 | Strategic Financial Services, Inc. | 102.1K | $17.17M |
| 7 | Rockefeller Capital Management L.P. | 74.4K | $12.02M |
| 8 | Envestnet Asset Management Inc | 72.1K | $11.65M |
| 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 |
See the full Schedule 13D/13G history for Ishares Tr.
Unlock full history| 9 |
| Goldman Sachs Group Inc |
| 67.2K |
| $10.86M |
| 10 | Ameriprise Financial Inc | 62.0K | $10.00M |