# ISHARES TR (SIZE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SIZE/

- Reporting holders: 3
- Reported value: $113.8K
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $90.2K | 519 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $12.6K | 72 | 0.0% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $11.0K | 63 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $113.8K |
| Q2 2026 | 70 | $337.7M |
| Q1 2026 | 70 | $336.6M |
| Q4 2025 | 72 | $318.6M |
| Q3 2025 | 67 | $302.1M |
| Q2 2025 | 68 | $277.9M |
| Q1 2025 | 65 | $253.7M |
| Q4 2024 | 66 | $252.9M |
| Q3 2024 | 64 | $223.7M |
| Q2 2024 | 60 | $206.1M |
| Q1 2024 | 63 | $210.0M |
| Q4 2023 | 65 | $190.0M |