SIZE Institutional Ownership & Shareholders
ISHARES MSCI USA SIZE FACTOR (SIZE) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $357.33M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SIZE tracked by InsiderSet, reporting ownership valued at approximately $91.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $92.40M, representing an estimated gain of +1.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed SIZE value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Blackrock, Inc., James Reed Financial Services, Inc., and several other long-term asset managers with concentrated positions in ISHARES MSCI USA SIZE FACTOR (SIZE).
This page ranks the largest institutional SIZE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$357.33M
Largest Holder
Bank Of America Corp
Largest Position
$91.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 512,970 | $91,452,291 | $92,401,286 | +$948,995 | +1.04% | |
| Blackrock, Inc. | 0.00% | 323,556 | $57,683,563 | $58,282,142 | +$598,579 | +1.04% | |
| James Reed Financial Services, Inc. | 21.72% | 165,407 | $28,751,114 | $29,794,763 | +$1,043,649 | +3.63% | |
| Lido Advisors, Llc | 0.07% | 109,018 | $19,435,945 | $19,637,412 | +$201,467 | +1.04% | |
| Strategic Financial Services, Inc. | 0.77% | 98,837 | $17,620,660 | $17,803,509 | +$182,849 | +1.04% | |
| Trinity Wealth Management, Llc | 5.48% | 99,395 | $17,276,845 | $17,904,021 | +$627,176 | +3.63% | |
| Gfs Advisors, Llc | 1.79% | 20 | $16,961,599 | $3,603 | -$16,957,996 | -99.98% | |
| Wells Fargo & Company/Mn | 0.00% | 75,509 | $13,461,700 | $13,601,436 | +$139,736 | +1.04% | |
| Rockefeller Capital Management L.P. | 0.02% | 73,053 | $13,023,996 | $13,159,037 | +$135,041 | +1.04% | |
| Ameriprise Financial Inc | 0.00% | 72,798 | $12,977,976 | $13,113,104 | +$135,128 | +1.04% | |
| Envestnet Asset Management Inc | 0.00% | 60,343 | $10,758,030 | $10,869,585 | +$111,555 | +1.04% | |
| Goldman Sachs Group Inc | 0.00% | 52,562 | $9,370,753 | $9,467,993 | +$97,240 | +1.04% | |
| Morgan Stanley | 0.00% | 40,151 | $7,158,280 | $7,232,400 | +$74,120 | +1.04% | |
| Lpl Financial Llc | 0.00% | 32,943 | $5,873,035 | $5,934,023 | +$60,988 | +1.04% | |
| Jones Financial Companies Lllp | 0.00% | 31,076 | $5,508,221 | $5,597,720 | +$89,499 | +1.62% | |
| Pnc Financial Services Group, Inc. | 0.00% | 30,536 | $5,443,958 | $5,500,450 | +$56,492 | +1.04% | |
| Osaic Holdings, Inc. | 0.00% | 16,122 | $2,874,599 | $2,904,056 | +$29,457 | +1.02% | |
| Summit Trail Advisors, Llc | 0.02% | 10,570 | $1,884,420 | $1,903,974 | +$19,554 | +1.04% | |
| Jpmorgan Chase & Co | 0.00% | 9,333 | $1,661,668 | $1,681,153 | +$19,485 | +1.17% | |
| G&S Capital Llc | 0.33% | 6,606 | $1,148,255 | $1,189,939 | +$41,684 | +3.63% | |
| Parallel Advisors, Llc | 0.02% | 5,868 | $1,046,283 | $1,057,003 | +$10,720 | +1.02% | |
| Sagespring Wealth Partners, Llc | 0.02% | 5,827 | $1,012,849 | $1,049,618 | +$36,769 | +3.63% | |
| Raymond James Financial Inc | 0.00% | 5,417 | $965,773 | $975,764 | +$9,991 | +1.03% | |
| Ubs Group Ag | 0.00% | 5,238 | $933,830 | $943,521 | +$9,691 | +1.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,318 | $924,380 | $957,931 | +$33,551 | +3.63% | |
| Mercer Global Advisors Inc | 0.00% | 4,598 | $819,740 | $828,238 | +$8,498 | +1.04% | |
| Newedge Advisors, Llc | 0.00% | 4,564 | $813,626 | $822,113 | +$8,487 | +1.04% | |
| Keystone Financial Group | 0.05% | 4,369 | $778,904 | $786,988 | +$8,084 | +1.04% | |
| Qtr Family Wealth, Llc | 0.27% | 4,231 | $735,477 | $762,130 | +$26,653 | +3.62% | |
| Bnp Paribas Financial Markets | 0.00% | 4,036 | $719,538 | $727,005 | +$7,467 | +1.04% | |
| Bcgm Wealth Management, Llc | 0.15% | 3,964 | $706,728 | $714,035 | +$7,307 | +1.03% | |
| Strategic Blueprint, Llc | 0.03% | 3,517 | $611,325 | $633,517 | +$22,192 | +3.63% | |
| Royal Bank Of Canada | 0.00% | 3,146 | $561,000 | $566,689 | +$5,689 | +1.01% | |
| Client 1St Advisory Group, Llc | 0.14% | 3,091 | $537,278 | $556,782 | +$19,504 | +3.63% | |
| Cypress Wealth Services, Llc | 0.06% | 2,654 | $471,821 | $478,065 | +$6,244 | +1.32% | |
| Susquehanna International Group, Llp | 0.00% | 2,255 | $402,021 | $406,193 | +$4,172 | +1.04% | |
| Pgim Custom Harvest Llc | 0.00% | 2,238 | $398,991 | $403,131 | +$4,140 | +1.04% | |
| Tkg Advisors, Llc | 0.11% | 1,869 | $324,870 | $336,663 | +$11,793 | +3.63% | |
| Baird Financial Group, Inc. | 0.00% | 1,809 | $322,509 | $325,855 | +$3,346 | +1.04% | |
| Td Waterhouse Canada Inc. | 0.00% | 1,762 | $308,121 | $317,389 | +$9,268 | +3.01% | |
| Cerity Partners Llc | 0.00% | 1,652 | $294,542 | $297,575 | +$3,033 | +1.03% | |
| Choreo, Llc | 0.00% | 1,664 | $289,236 | $299,736 | +$10,500 | +3.63% | |
| Flow Traders U.S. Llc | 0.01% | 1,590 | $283,000 | $286,407 | +$3,407 | +1.20% | |
| 46 Peaks Llc | 0.17% | 1,514 | $269,916 | $272,717 | +$2,801 | +1.04% | |
| J.W. Cole Advisors, Inc. | 0.00% | 1,474 | $262,863 | $265,512 | +$2,649 | +1.01% | |
| Equitable Holdings, Inc. | 0.00% | 1,431 | $255,129 | $257,766 | +$2,637 | +1.03% | |
| Oneascent Family Office, Llc | 0.13% | 1,397 | $249,057 | $251,642 | +$2,585 | +1.04% | |
| Cwm, Llc | 0.00% | 1,461 | $233,028 | $263,170 | +$30,142 | +12.93% | |
| Mml Investors Services, Llc | 0.00% | 1,159 | $206,609 | $208,771 | +$2,162 | +1.05% | |
| Cetera Investment Advisers | 0.00% | 1,148 | $204,608 | $206,789 | +$2,181 | +1.07% |
Frequently asked questions about SIZE
Who are the largest institutional holders of SIZE?
The largest institutional holders of SIZE reported in the latest SEC Form 13F filings include Bank Of America Corp, Blackrock, Inc., James Reed Financial Services, Inc., Lido Advisors, Llc, and Strategic Financial Services, Inc.. InsiderSet ranks institutional holders by their latest reported SIZE position.
What is SIZE institutional ownership?
This page tracks SIZE positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI USA SIZE FACTOR (SIZE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SIZE?
InsiderSet currently tracks 70 institutional managers reporting SIZE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SIZE shareholders.
How much SIZE stock do institutions own?
Institutional investment managers disclosed approximately $357.33M in SIZE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SIZE institutional ownership last updated?
The latest SIZE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SIZE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SIZE position after the reporting date.
Are institutions buying or selling SIZE?
Institutional buying and selling can be analyzed by comparing SIZE positions across consecutive 13F reporting periods. InsiderSet's SIZE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SIZE ownership changes.
How has SIZE institutional ownership changed over time?
InsiderSet tracks SIZE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.