Vault-13

ISHARES TR SIZE

MSCI USA SZE FT · ETP · CUSIP 46432F370

73 institutional holders +1 vs Q1 2026
1,928,4601.9m shares reported held*
$360.7mreported value*
6 new 16 added 27 reduced 4 sold out net sold ≈ $9.7m (-54.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $187.06.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 72Q4 22: 69Q1 23: 65Q2 23: 69Q3 23: 66Q4 23: 65Q1 24: 63Q2 24: 61Q3 24: 66Q4 24: 67Q1 25: 66Q2 25: 69Q3 25: 67Q4 25: 72Q1 26: 72Q2 26: 7373Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202272
Q4 202269
Q1 202365
Q2 202369
Q3 202366
Q4 202365
Q1 202463
Q2 202461
Q3 202466
Q4 202467
Q1 202566
Q2 202569
Q3 202567
Q4 202572
Q1 202672
Q2 202673

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 29 bought or addedQ3 24: 24 cut or sold outQ4 24: 25 bought or addedQ4 24: 31 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 33 cut or sold outQ2 25: 36 bought or addedQ2 25: 29 cut or sold outQ2 25Q3 25: 23 bought or addedQ3 25: 32 cut or sold outQ4 25: 29 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 26 bought or addedQ1 26: 36 cut or sold outQ2 26: 22 bought or addedQ2 26: 31 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242924
Q4 20242531
Q1 20252433
Q2 20253629
Q3 20252332
Q4 20252928
Q1 20262636
Q2 20262231

Biggest buyers

WELLS FARGO & COMPANY/MN Added +10,611+10.6k
MORGAN STANLEY Added +10,510+10.5k
AMERIPRISE FINANCIAL INC Added +5,815+5.8k
Lido Advisors, LLC Added +5,328+5.3k
PARK AVENUE SECURITIES LLC New +4,802+4.8k
BNP PARIBAS FINANCIAL MARKETS Added +3,921+3.9k
Cambridge Investment Research Advisors, Inc. Added +2,283+2.3k
BANK OF AMERICA CORP /DE/ Added +2,197+2.2k
FLOW TRADERS U.S. LLC New +1,590+1.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +1,080+1.1k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -30,439-30.4k
BlackRock, Inc. Reduced -28,892-28.9k
Trinity Wealth Management, LLC Reduced -11,110-11.1k
GOLDMAN SACHS GROUP INC Reduced -6,763-6.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -6,538-6.5k
PNC Financial Services Group, Inc. Reduced -4,523-4.5k
JONES FINANCIAL COMPANIES LLLP Reduced -3,674-3.7k
LPL Financial LLC Reduced -3,624-3.6k
Strategic Financial Services, Inc. Reduced -2,887-2.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -1,372-1.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -2.0 pts · filed 2026-07-17 13.5% -2.0 pts 323.6k≈ $57.7m 2026-07-17

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 512,970513.0k $91.5m $91.5m 0.01% Added +2.2k +2,197
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 323,556323.6k $57.7m $57.7m 0.00% Reduced -28.9k -28,892
3 James Reed Financial Services, Inc. 22.30% of their portfolio CLEVELAND, OH 163,881163.9k $29.2m $29.2m 22.30% Reduced -85 -85
4 Lido Advisors, LLC 0.07% of their portfolio Los Angeles, CA 109,018109.0k $19.4m $19.4m 0.07% Added +5.3k +5,328
5 Trinity Wealth Management, LLC 5.64% of their portfolio BERWYN, PA 99,75399.8k $17.8m $17.8m 5.64% Reduced -11.1k -11,110
6 Strategic Financial Services, Inc. 0.77% of their portfolio UTICA, NY 98,83798.8k $17.6m $17.6m 0.77% Reduced -2.9k -2,887
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 75,50975.5k $13.5m $13.5m 0.00% Added +10.6k +10,611
8 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 73,05373.1k $13.0m $13.0m 0.02% Reduced -390 -390
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 72,79872.8k $13.0m $13.0m 0.00% Added +5.8k +5,815
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 60,34360.3k $10.8m $10.8m 0.00% Reduced -1.4k -1,372
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 52,56252.6k $9.4m $9.4m 0.00% Reduced -6.8k -6,763
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 40,15140.2k $7.2m $7.2m 0.00% Added +10.5k +10,510
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,94332.9k $5.9m $5.9m 0.00% Reduced -3.6k -3,624
14 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 32,81032.8k $5.8m $5.8m 0.00% Reduced -4.5k -4,523
15 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 31,07631.1k $5.5m $5.5m 0.00% Reduced -3.7k -3,674
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,12216.1k $2.9m $2.9m 0.00% Reduced -30.4k -30,439
17 Summit Trail Advisors, LLC 0.02% of their portfolio NEW YORK, NY 10,57010.6k $1.9m $1.9m 0.02% Unchanged
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,3339.3k $1.7m $1.7m 0.00% Added +174 +174
19 G&S Capital LLC 0.36% of their portfolio DENVER, CO 6,9176.9k $1.2m $1.2m 0.36% Added +357 +357
20 Parallel Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 5,8685.9k $1.0m $1.0m 0.02% Unchanged
21 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 5,8275.8k $1.0m $1.0m 0.02% Unchanged
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,4175.4k $965.8k $965.8k 0.00% Reduced -28 -28
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,2485.2k $935.5k $935.5k 0.00% Added +1.1k +1,080
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,2385.2k $933.8k $933.8k 0.00% Reduced -592 -592
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,9024.9k $874.0k $874.0k 0.00% Added +2.3k +2,283
26 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 4,8024.8k $856.0k $856.0k 0.01% New
27 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,5984.6k $819.7k $819.7k 0.00% Reduced -1.2k -1,155
28 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,5644.6k $813.6k $813.6k 0.00% Added +123 +123
29 Keystone Financial Group 0.05% of their portfolio LEXINGTON, KY 4,3694.4k $778.9k $778.9k 0.05% Unchanged
30 QTR Family Wealth, LLC 0.27% of their portfolio LAKE MARY, FL 4,2804.3k $763.0k $763.0k 0.27% Reduced -43 -43
31 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,0364.0k $719.5k $719.5k 0.00% Added +3.9k +3,921
32 BCGM Wealth Management, LLC 0.15% of their portfolio LAFAYETTE, IN 3,9644.0k $706.7k $706.7k 0.15% Unchanged
33 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 3,6373.6k $648.4k $648.4k 0.03% Unchanged
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,1463.1k $561.0k $561.0k 0.00% Added +229 +229
35 CLIENT 1ST ADVISORY GROUP, LLC 0.15% of their portfolio DUNEDIN, FL 3,1243.1k $556.9k $556.9k 0.15% Unchanged
36 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 2,6442.6k $471.3k $471.3k 0.06% Added +7 +7
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,2552.3k $402.0k $402.0k 0.00% Reduced -6.5k -6,538
38 PGIM Custom Harvest LLC 0.00% of their portfolio NEWARK, NJ 2,2382.2k $399.0k $399.0k 0.00% Reduced -10 -10
39 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 1,8091.8k $322.5k $322.5k 0.00% Reduced -15 -15
40 TKG Advisors, LLC 0.11% of their portfolio VALPARAISO, IN 1,7891.8k $318.9k $318.9k 0.11% Added +86 +86
41 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 1,7591.8k $313.6k $313.6k 0.00% Unchanged
42 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1,6941.7k $302.6k $302.6k 0.00% Reduced -246 -246
43 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 1,6521.7k $294.5k $294.5k 0.00% Reduced -170 -170
44 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 1,5901.6k $283.0k $283.0k 0.01% New
45 46 Peaks LLC 0.17% of their portfolio NEWTOWN, PA 1,5141.5k $269.9k $269.9k 0.17% Reduced -6 -6
46 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 1,4741.5k $262.9k $262.9k 0.00% Reduced -73 -73
47 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 1,4311.4k $255.1k $255.1k 0.00% Reduced -114 -114
48 OneAscent Family Office, LLC 0.13% of their portfolio BIRMINGHAM, AL 1,3971.4k $249.1k $249.1k 0.13% Unchanged
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,3441.3k $239.6k $239.6k 0.00% Unchanged
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 1,1591.2k $206.6k $206.6k 0.00% Reduced -549 -549
51 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 1,1481.1k $204.6k $204.6k 0.00% Reduced -160 -160
52 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,0651.1k $189.9k $189.9k 0.00% Unchanged
53 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 914914 $162.9k $162.9k 0.00% Reduced -86 -86
54 Capital Investment Advisory Services, LLC 0.01% of their portfolio RALEIGH, NC 814814 $145.1k $145.1k 0.01% Unchanged
55 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 804804 $143.3k $143.3k 0.00% Unchanged
56 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 601601 $107.1k $107.1k 0.00% Reduced -32 -32
57 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 535535 $95.4k $95.4k 0.00% Added +407 +407
58 TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio LITTLETON, CO 273273 $48.7k $48.7k 0.01% Unchanged
59 FMR LLC 0.00% of their portfolio BOSTON, MA 265265 $47.3k $47.3k 0.00% Unchanged
60 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 252252 $44.9k $44.9k 0.00% Unchanged
61 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 172172 $30.7k $30.7k 0.01% Unchanged
62 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8787 $15.5k $15.5k 0.00% New
63 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 7575 $13.3k $13.3k 0.00% Added +1 +1
64 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 6868 $12.1k $12.1k 0.00% New
65 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6565 $11.6k $11.6k 0.00% Unchanged
66 Rosenberg Matthew Hamilton 0.00% of their portfolio GRAND JUNCTION, CO 6363 $11.2k $11.2k 0.00% Unchanged
67 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5959 $10.6k $10.6k 0.00% First filing
68 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 5656 $9.9k $9.9k 0.00% Unchanged
69 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 5353 $9.4k $9.4k 0.00% New
70 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5151 $9.1k $9.1k 0.00% Unchanged
71 Signature Resources Capital Management, LLC 0.00% of their portfolio NEWPORT BEACH, CA 3535 $6.2k $6.2k 0.00% Unchanged
72 GFS Advisors, LLC 0.89% of their portfolio HOUSTON, TX 2020 $17.0m $17.0m 0.89% New
73 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1414 $2.5k $2.5k 0.00% Unchanged