iShares MSCI USA Size FactorSIZEETF
13F holders, Q2 2026 (June 30)73holders +1
6new positions
5sold out
$187.07avg. 13F price*
At the end of Q2 2026, 73 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, up 1 from Q1 2026. 6 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($91.5M), BlackRock, Inc. ($57.7M) and James Reed Financial Services, Inc. ($29.2M).
- Company
- iShares MSCI USA Size Factor
- CUSIP
- 46432F370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $18.1M |
| Exits | 5 | $128K |
All 13F filers, Q1 2026 → Q2 2026: 47,466 shares bought and 104,547 shares sold, net −57,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Bank of America Corp. | 0.01% | Add +0.4% | 512,970 | $91.5M |
| BlackRock, Inc. | 0.00% | Reduce -8.2% | 323,556 | $57.7M |
| James Reed Financial Services, Inc. | 22.30% | Reduce -0.1% | 163,881 | $29.2M |
| Lido Advisors, LLC | 0.07% | Add +5.1% | 109,018 | $19.4M |
| Trinity Wealth Management, LLC | 5.64% | Reduce -10.0% | 99,753 | $17.8M |
| Strategic Financial Services, Inc. | 0.77% | Reduce -2.8% | 98,837 | $17.6M |
| GFS Advisors, LLC | 1.81% | New | 20 | $17.0M |
| Wells Fargo & Company | 0.00% | Add +16.4% | 75,509 | $13.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.5% | 73,053 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 72,798 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 60,343 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.4% | 52,562 | $9.4M |
| Morgan Stanley | 0.00% | Add +35.5% | 40,151 | $7.2M |
| LPL Financial LLC | 0.00% | Reduce -9.9% | 32,943 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.1% | 32,810 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Reduce -10.6% | 31,076 | $5.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.4% | 16,122 | $2.9M |
| Summit Trail Advisors, LLC | 0.02% | No change | 10,570 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 9,333 | $1.7M |
| G&S Capital LLC | 0.36% | Add +5.4% | 6,917 | $1.2M |
| Parallel Advisors, LLC | 0.02% | No change | 5,868 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.02% | No change | 5,827 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 5,417 | $966K |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.9% | 5,248 | $936K |
| UBS Group AG | 0.00% | Reduce -10.2% | 5,238 | $934K |
| Park Avenue Securities LLC | 0.01% | New | 4,802 | $856K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.1% | 4,598 | $820K |
| NewEdge Advisors, LLC | 0.00% | Add +2.8% | 4,564 | $814K |
| Keystone Financial Group | 0.05% | No change | 4,369 | $779K |
| QTR Family Wealth, LLC | 0.27% | Reduce -1.0% | 4,280 | $763K |
| BNP Paribas Financial Markets | 0.00% | Add +3409.6% | 4,036 | $720K |
| BCGM Wealth Management, LLC | 0.15% | No change | 3,964 | $707K |
| Strategic Blueprint, LLC | 0.03% | No change | 3,637 | $648K |
| Royal Bank of Canada | 0.00% | Add +7.8% | 3,146 | $561K |
| Client 1ST Advisory Group, LLC | 0.15% | No change | 3,124 | $557K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.3% | 2,644 | $471K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.4% | 2,451 | $437K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.3% | 2,255 | $402K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.4% | 2,238 | $399K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 1,809 | $323K |
| TKG Advisors, LLC | 0.11% | Add +5.0% | 1,789 | $319K |
| Choreo, LLC | 0.00% | No change | 1,759 | $314K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -12.7% | 1,694 | $303K |
| Cerity Partners LLC | 0.00% | Reduce -9.3% | 1,652 | $295K |
| Flow Traders U.S. LLC | 0.01% | New | 1,590 | $283K |
| 46 Peaks LLC | 0.17% | Reduce -0.4% | 1,514 | $270K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -4.7% | 1,474 | $263K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.4% | 1,431 | $255K |
| OneAscent Family Office, LLC | 0.13% | No change | 1,397 | $249K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,344 | $240K |
| MML Investors Services, LLC | 0.00% | Reduce -32.1% | 1,159 | $207K |
| Cetera Investment Advisers | 0.00% | Reduce -12.2% | 1,148 | $205K |
| Bank of Montreal | 0.00% | No change | 1,065 | $190K |
| Glenmede Trust Co. NA | 0.00% | Reduce -8.6% | 914 | $163K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 814 | $145K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 804 | $143K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.1% | 601 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Add +318.0% | 535 | $95K |
| Tucker Asset Management LLC | 0.01% | No change | 273 | $49K |
| FMR LLC | 0.00% | No change | 265 | $47K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 252 | $45K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 172 | $31K |
| Citigroup Inc. | 0.00% | New | 87 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +1.4% | 75 | $13K |
| Arax Advisory Partners | 0.00% | New | 68 | $12K |
| US Bancorp \de | 0.00% | No change | 65 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 63 | $11K |
| Global Retirement Partners, LLC | 0.00% | — | 59 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 56 | $10K |
| Simplex Trading, LLC | 0.00% | New | 53 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 51 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 35 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 14 | $3K |
"% of holder's portfolio" is SIZE's weight in each manager's 13F, not the share of iShares MSCI USA Size Factor the manager owns.