Who Owns ISHARES MSCI USA SIZE (SIZE)? -- Institutional Holders (2026-06-30)

Name: ISHARES MSCI USA SIZE (SIZE) Institutional Holders (2026-06-30)
Creator: ko.io

77 institutions reported holding $343.3M of ISHARES MSCI USA SIZE (SIZE) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($91.5M), BlackRock, Inc. ($57.7M), James Reed Financial Services, Inc. ($29.2M), Lido Advisors, LLC ($19.4M), Trinity Wealth Management, LLC ($17.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$91.5M	512,970	Added
2	BlackRock, Inc.	$57.7M	323,556	Trimmed
3	James Reed Financial Services, Inc.	$29.2M	163,881	Trimmed
4	Lido Advisors, LLC	$19.4M	109,018	Added
5	Trinity Wealth Management, LLC	$17.8M	99,753	Trimmed
6	Strategic Financial Services, Inc.	$17.6M	98,837	Trimmed
7	WELLS FARGO & COMPANY/MN	$13.5M	75,509	Added
8	Rockefeller Capital Management L.P.	$13.0M	73,053	Trimmed
9	AMERIPRISE FINANCIAL INC	$13.0M	72,798	Added
10	ENVESTNET ASSET MANAGEMENT INC	$10.8M	60,343	Trimmed
11	GOLDMAN SACHS GROUP INC	$9.4M	52,562	Trimmed
12	MORGAN STANLEY	$7.2M	40,151	Added
13	LPL Financial LLC	$5.9M	32,943	Trimmed
14	PNC Financial Services Group, Inc.	$5.8M	32,810	Trimmed
15	JONES FINANCIAL COMPANIES LLLP	$5.5M	31,076	Trimmed
16	OSAIC HOLDINGS, INC.	$2.9M	16,122	Trimmed
17	Summit Trail Advisors, LLC	$1.9M	10,570	Hold
18	JPMORGAN CHASE & CO	$1.7M	9,333	Added
19	G&S Capital LLC	$1.2M	6,917	Added
20	Parallel Advisors, LLC	$1.0M	5,868	Hold
21	SAGESPRING WEALTH PARTNERS, LLC	$1.0M	5,827	Hold
22	RAYMOND JAMES FINANCIAL INC	$965,773	5,417	Trimmed
23	COMMONWEALTH EQUITY SERVICES, LLC	$935,550	5,248	Added
24	UBS Group AG	$933,830	5,238	Trimmed
25	PARK AVENUE SECURITIES LLC	$856,000	4,802	New

Source: SEC Form 13F filings · as of 2026-06-30