ISHARES TR

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SIZE·46432F370·US·ETF·Unknown - Unknown-13D/G

SIZE (ISHARES TR) is held by 37 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($91.5M), BlackRock, Inc. ($57.7M), Lido Advisors, LLC ($19.4M). Net institutional sentiment: Mixed.

37

Holders

(8 Elite)

$265.5M

Total Value

39% (33)

Consensus

13 buying - 20 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)75

Insider (Form 4)28

Activist (13D/13G)54

Congressional (STOCK Act)70

Holder Quality

88

★★★★★

Elite

54

★★★★

Strong

16

★★★

Solid

54

★★

Below

71

★

Weak

Held by 37 funds

8 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Jul 17, 2026 · Congress none

ActivistBPBlackRock Portfolio Management LLC13.5%Jul 17, 2026

ActivistBPBlackRock Portfolio Management LLC15.5%Jan 21, 2026

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Top Holders

Top Holders (37)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	512,970(+0.4%)	$91.5M	0.0%	+26.25%	30
BlackRock, Inc.	Decreased	323,556(-8.2%)	$57.7M	0.0%	+26.32%	0
Lido Advisors, LLC	Increased	109,018(+5.1%)	$19.4M	0.1%	+19.65%	30
WELLS FARGO & COMPANY/MN	Increased	75,509(+16.4%)	$13.5M	0.0%	+11.07%	32
Rockefeller Capital Management L.P.	Decreased	73,053(-0.5%)	$13M	0.0%	+13.12%	0
AMERIPRISE FINANCIAL INC	Increased	72,798(+8.7%)	$13M	0.0%	+18.58%	30
ENVESTNET ASSET MANAGEMENT INC	Decreased	60,343(-2.2%)	$10.8M	0.0%	+63.63%	0
GOLDMAN SACHS GROUP INC	Decreased	52,562(-11.4%)	$9.4M	0.0%	+21.76%	0
MORGAN STANLEY	Increased	40,151(+35.5%)	$7.2M	0.0%	+20.57%	35
LPL Financial LLC	Decreased	32,943(-9.9%)	$5.9M	0.0%	+32.67%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	32,810(-12.1%)	$5.8M	0.0%	+56.27%	0
JONES FINANCIAL COMPANIES LLLP	Decreased	31,076(-10.6%)	$5.5M	0.0%	+16.28%	0
OSAIC HOLDINGS, INC.	Decreased	16,122(-65.4%)	$2.9M	0.0%	+29.89%	0
JPMORGAN CHASE & CO	Increased	9,333(+1.9%)	$1.7M	0.0%	+20.57%	26
RAYMOND JAMES FINANCIAL INC	Decreased	5,417(-0.5%)	$965,773	0.0%	+14.84%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	5,248(+25.9%)	$935,550	0.0%	+17.34%	31
UBS Group AG	Decreased	5,238(-10.2%)	$933,830	0.0%	+19.64%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	4,598(-20.1%)	$819,740	0.0%	+71.42%	0
NewEdge Advisors, LLC	Increased	4,564(+2.8%)	$813,626	0.0%	+33.10%	25
BNP PARIBAS FINANCIAL MARKETS	Increased	4,036(+3409.6%)	$719,538	0.0%	+4.26%	40

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer