# ISHARES TR MSCI USA SZE FT

ISHARES TR MSCI USA SZE FT is a security (CUSIP 46432F370) tracked across SEC portfolio filings. 73 institutional managers reported $310.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES TR
- Class: MSCI USA SZE FT
- CUSIP: 46432F370
- 13F holders: 73
- 13F value: $310.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 73 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $81.4M | 510,773 |
| BlackRock, Inc. | New York, NY | $56.2M | 352,448 |
| James Reed Financial Services, Inc. | CLEVELAND, OH | $29.2M | 163,881 |
| [Trinity Wealth Management, LLC](https://search.stillhousedata.com/firm/169216) | BERWYN, PA | $17.8M | 99,753 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $16.5M | 103,690 |
| [Strategic Financial Services, Inc,](https://search.stillhousedata.com/firm/109677) | UTICA, NY | $16.2M | 101,724 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $11.7M | 73,443 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $10.8M | 60,343 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $10.3M | 64,898 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $9.5M | 59,325 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $7.4M | 46,561 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $6.0M | 37,333 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $5.8M | 36,567 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $5.4M | 34,750 |
| MORGAN STANLEY | NEW YORK, NY | $4.7M | 29,641 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46432F370.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
