ISHARES MSCI USA SIZE FACTOR ETF - Common Stock (SIZE)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock
Shares outstanding
2,397,961
Total 13F shares
1,966,569
Share change
+96,372
Total reported value
$318,346,778
Price per share
$161.57
Number of holders
71
Value change
+$15,564,956
Number of buys
30
Number of sells
26

Institutional Holders of ISHARES MSCI USA SIZE FACTOR ETF - Common Stock (SIZE) as of Q4 2025

As of 31 Dec 2025, ISHARES MSCI USA SIZE FACTOR ETF - Common Stock (SIZE) was held by 71 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,966,569 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, BlackRock, Inc., James Reed Financial Services, Inc., Trinity Wealth Management, LLC, Lido Advisors, LLC, Strategic Financial Services, Inc., Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC, GOLDMAN SACHS GROUP INC, and AMERIPRISE FINANCIAL INC. This page lists 71 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.