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 75 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $294 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
496,477
shares
|
$79.2 Million
0.01% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
429,443
shares
|
$68.5 Million
0.0% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Oct 15, 2025 Q3 2025 |
162,878
shares
|
$26 Million
26.17% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
111,707
shares
|
$17.8 Million
7.03% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
103,600
shares
|
$16.5 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
72,417
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
62,880
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Added 56.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
58,311
shares
|
$9.31 Million
0.0% of portfolio
|
Q2 2025
Added 4044.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
48,190
shares
|
$7.69 Million
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
41,803
shares
|
$6.67 Million
0.0% of portfolio
|
Q2 2025
Added 71.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
40,220
shares
|
$6.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
38,825
shares
|
$6.2 Million
0.01% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,891
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
17,360
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 61.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14,816
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,685
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,948
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
7,183
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,281
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,133
shares
|
$978,765
0.0% of portfolio
|
Q3 2025
Added 25.78%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
5,827
shares
|
$929,930
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,901
shares
|
$782,150
0.19% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,861
shares
|
$775,766
0.0% of portfolio
|
Q2 2025
Added 54.51%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
4,581
shares
|
$731,081
0.07% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
4,567
shares
|
$728,847
0.35% of portfolio
|
Q3 2025
Reduced 4.58%
|