Who Owns ISHARES TR (SIZE)? -- Institutional Holders (2026-06-30)
75 institutions reported holding $325.7M of ISHARES TR (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 | WELLS FARGO & COMPANY/MN | $13.5M | 75,509 | Added |
| 7 | Rockefeller Capital Management L.P. | $13.0M | 73,053 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $13.0M | 72,798 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 60,343 | Trimmed |
| 10 | GOLDMAN SACHS GROUP INC | $9.4M | 52,562 | Trimmed |
| 11 | MORGAN STANLEY | $7.2M | 40,151 | Added |
| 12 | LPL Financial LLC | $5.9M | 32,943 | Trimmed |
| 13 | PNC Financial Services Group, Inc. | $5.8M | 32,810 | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $5.5M | 31,076 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $2.9M | 16,122 | Trimmed |
| 16 | Summit Trail Advisors, LLC | $1.9M | 10,570 | Hold |
| 17 | JPMORGAN CHASE & CO | $1.7M | 9,333 | Added |
| 18 | G&S Capital LLC | $1.2M | 6,917 | Added |
| 19 | Parallel Advisors, LLC | $1.0M | 5,868 | Hold |
| 20 | SAGESPRING WEALTH PARTNERS, LLC | $1.0M | 5,827 | Hold |
| 21 | RAYMOND JAMES FINANCIAL INC | $965,773 | 5,417 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $935,550 | 5,248 | Added |
| 23 | UBS Group AG | $933,830 | 5,238 | Trimmed |
| 24 | PARK AVENUE SECURITIES LLC | $856,000 | 4,802 | New |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $819,740 | 4,598 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30