# ISHARES TR (ISZE)

> Institutional ownership reported to the SEC as of Q2 2024, from Form 13F filings. Source: https://holderbook.com/stocks/ISZE/

- Reporting holders: 5
- Reported value: $5.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BlackRock Inc.](https://holderbook.com/funds/1364742-blackrock-inc/) | $3.5M | 135,915 | 0.0% | 23 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.3M | 49,912 | 0.0% | 23 |
| [GHP Investment Advisors, Inc.](https://holderbook.com/funds/1401561-ghp-investment-advisors-inc/) | $124.0K | 4,800 | 0.0% | 10 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $74.6K | 2,886 | 0.0% | 23 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.4K | 92 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2024 | 5 | $5.0M |
| Q1 2024 | 6 | $4.6M |
| Q4 2023 | 8 | $4.3M |
| Q3 2023 | 9 | $14.1M |
| Q2 2023 | 8 | $14.6M |
| Q1 2023 | 10 | $30.5M |
| Q4 2022 | 12 | $28.3M |
| Q3 2022 | 8 | $12.1M |
| Q2 2022 | 8 | $13.5M |
| Q1 2022 | 8 | $15.8M |
| Q4 2021 | 7 | $5.2M |
| Q3 2021 | 9 | $23.8M |