iSHARES TRUST - Common Stock (SIZE)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SIZE
Shares outstanding
2,097,736
Price per share
$161.57
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
1,870,147
Holdings value
$300,658,842
% of all portfolios
0%
Share change
+75,806
Value change
+$12,235,451
Average buys %
+0%
Average sells %
-0%
Number of holders
67
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - Common Stock (SIZE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 17% $49,370,712 365,006 BlackRock Portfolio Management LLC 31 Jan 2025
As of 30 Sep 2025, iSHARES TRUST - Common Stock (SIZE) has 67 institutional shareholders filing 13F forms. They hold 1,870,147 shares of 2,097,736 outstanding shares (89%) .

Top 25 institutional shareholders own 86% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BANK OF AMERICA CORP /DE/ 24% 502,217 +1.2% 0.01% $80,746,520
BlackRock, Inc. 18% 382,917 +2.5% 0% $61,565,395
James Reed Financial Services, Inc. 7.8% 162,878 -2.8% 23% $26,187,589
Trinity Wealth Management, LLC 5.3% 111,707 -2.9% 6.7% $17,960,198
Lido Advisors, LLC 5.2% 109,912 +642% 0.07% $17,671,948
Strategic Financial Services, Inc. 4.9% 102,372 -1.2% 0.83% $16,459,370
ENVESTNET ASSET MANAGEMENT INC 3.5% 72,417 -15% 0% $11,643,257
AMERIPRISE FINANCIAL INC 2.7% 57,436 -1.5% 0% $9,234,475
GOLDMAN SACHS GROUP INC 2.4% 51,310 -18% 0% $8,249,622
LPL Financial LLC 2.3% 49,030 +174% 0% $7,882,988
PNC Financial Services Group, Inc. 2.1% 43,224 -10% 0% $6,949,554
OSAIC HOLDINGS, INC. 2.1% 43,147 +11% 0.01% $6,928,272
MORGAN STANLEY 1.7% 35,020 -16% 0% $5,630,618
JONES FINANCIAL COMPANIES LLLP 0.83% 17,360 +62% 0% $2,774,996
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.62% 12,934 -68% 0% $2,079,529
JPMORGAN CHASE & CO 0.42% 8,879 +0.03% 0% $1,427,608
MERCER GLOBAL ADVISORS INC /ADV 0.42% 8,833 -24% 0% $1,420,146
G&S Capital LLC 0.34% 7,183 -1.1% 0.43% $1,154,812
Parallel Advisors, LLC 0.3% 6,281 0% 0.02% $1,009,868
Cerity Partners LLC 0.29% 6,133 +26% 0% $986,045
SAGESPRING WEALTH PARTNERS, LLC 0.28% 5,827 0% 0.02% $936,865
Rockefeller Capital Management L.P. 0.23% 4,721 0% $759,057
QTR Family Wealth, LLC 0.22% 4,567 -4.6% 0.35% $734,304
Keystone Financial Group 0.2% 4,091 -11% 0.05% $657,750
WELLS FARGO & COMPANY/MN 0.19% 4,078 -16% 0% $655,581

Institutional Holders of iSHARES TRUST - Common Stock (SIZE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 14,470 $2,338,134 +$214,957 $161.57 4
2025 Q3 1,870,147 $300,658,842 +$12,235,451 $160.78 67
2025 Q2 1,795,667 $277,476,702 +$8,053,956 $154.54 67
2025 Q1 1,742,656 $253,735,100 +$5,452,683 $145.44 65
2024 Q4 1,703,202 $252,938,939 +$5,418,188 $148.50 66
2024 Q3 1,499,349 $223,082,252 +$391,483 $148.79 64
2024 Q2 1,495,058 $205,671,094 +$12,228,453 $137.53 59
2024 Q1 1,405,172 $199,934,067 +$1,346,592 $142.29 63
2023 Q4 1,366,602 $180,210,836 -$11,503,513 $131.87 63
2023 Q3 1,421,495 $166,857,775 -$25,207,269 $117.38 64
2023 Q2 1,597,563 $196,110,329 -$7,865,755 $122.74 66
2023 Q1 1,644,390 $193,740,148 -$14,324,816 $117.86 62
2022 Q4 1,779,029 $202,327,232 -$6,433,659 $113.73 68
2022 Q3 1,950,673 $204,083,000 -$11,839,077 $104.24 68
2022 Q2 2,063,227 $227,137,235 -$28,058,369 $110.02 70
2022 Q1 2,257,806 $294,256,023 -$28,105,014 $130.33 70
2021 Q4 2,694,746 $369,610,633 -$109,085,438 $137.25 86
2021 Q3 3,241,485 $414,117,114 +$19,268,541 $127.70 79
2021 Q2 3,088,317 $399,684,767 -$38,030,909 $129.42 79
2021 Q1 3,362,617 $403,452,056 -$205,422,142 $120.08 84
2020 Q4 5,247,177 $583,468,624 +$155,936,018 $111.17 101
2020 Q3 3,730,871 $349,906,433 -$21,354,731 $93.77 87
2020 Q2 4,055,834 $354,081,899 -$591,052,934 $87.59 81
2020 Q1 10,791,566 $770,313,976 -$234,028,005 $71.38 138
2019 Q4 14,503,560 $1,412,806,578 +$1,221,414,075 $97.41 129
2019 Q3 1,788,349 $162,386,000 +$37,311,811 $90.78 39
2019 Q2 1,367,529 $124,442,174 -$43,847,819 $91.00 32
2019 Q1 1,868,177 $164,381,000 +$58,853,847 $87.99 36
2018 Q4 1,195,309 $91,596,000 +$10,440,795 $76.63 29
2018 Q3 1,037,049 $91,210,000 +$7,585,121 $87.95 26
2018 Q2 950,964 $80,028,000 -$2,769,482 $84.28 23
2018 Q1 984,213 $81,543,000 +$975,764 $82.85 24
2017 Q4 971,277 $81,459,000 +$2,135,885 $83.87 26
2017 Q3 945,860 $75,055,000 +$7,171,947 $79.35 21
2017 Q2 855,658 $66,448,000 +$6,258,323 $77.66 19
2017 Q1 772,284 $58,358,000 +$36,480,240 $75.57 19
2016 Q4 378,429 $27,175,000 +$12,758,506 $71.82 21
2016 Q3 201,533 $14,064,000 -$180,736,312 $69.81 17
2016 Q2 2,847,125 $193,890,000 +$637,279 $68.10 17
2016 Q1 2,831,329 $186,927,170 +$5,829,389 $66.23 15
2015 Q4 2,724,297 $177,254,000 -$38,047,302 $64.51 16
2015 Q3 3,314,461 $204,697,000 +$7,487,659 $61.75 12
2015 Q2 1,181,059 $77,293,000 -$32,298,681 $65.44 11
2015 Q1 1,665,846 $110,946,000 +$52,461,363 $66.61 9
2014 Q4 2,890,241 $189,397,000 +$32,248,950 $65.53 6
2014 Q3 2,399,841 $147,279,000 +$22,985,004 $61.30 6
2014 Q2 2,024,593 $125,220,000 -$877,161 $60.92 4
2014 Q1 2,039,923 $120,825,000 -$349,880 $59.24 6