Institutional Ownership Ishares Msci Usa Size Factor E (SIZE)
This table provides information about the institutional ownership of Ishares Msci Usa Size Factor E (SIZE). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 1.82 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
474,541
shares
|
$71 Million
0.01% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
429,443
shares
|
$64.3 Million
0.0% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
180,474
shares
|
$27 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Apr 16, 2025 Q1 2025 |
159,117
shares
|
$23.8 Million
25.74% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
112,453
shares
|
$16.8 Million
7.44% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
93,384
shares
|
$14 Million
0.31% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
47,518
shares
|
$7.11 Million
0.0% of portfolio
|
Q1 2025
Added 32.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
46,595
shares
|
$6.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
40,183
shares
|
$6.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
33,095
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 88.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
24,378
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,031
shares
|
$2.85 Million
0.01% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,406
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,384
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
9,890
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,948
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
7,288
shares
|
$1.09 Million
0.47% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
7,241
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,834
shares
|
$873,291
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,078
shares
|
$760,125
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,901
shares
|
$733,630
0.19% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
4,832
shares
|
$723,302
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,141
shares
|
$619,866
0.04% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,137
shares
|
$619,267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
4,091
shares
|
$612,381
0.06% of portfolio
|
Q1 2025
Reduced 10.72%
|