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 74 institutions that hold shares in the stock, with a total of 1.93 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
502,217
shares
|
$79.8 Million
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
429,443
shares
|
$68.2 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
|
$25.9 Million
26.17% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
111,707
shares
|
$17.7 Million
7.03% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
109,912
shares
|
$17.5 Million
0.06% of portfolio
|
Q3 2025
Added 641.85%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
102,372
shares
|
$16.3 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
72,417
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
57,436
shares
|
$9.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
51,310
shares
|
$8.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
49,030
shares
|
$7.79 Million
0.0% of portfolio
|
Q3 2025
Added 174.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
43,224
shares
|
$6.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
43,147
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
35,020
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
17,360
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
Added 61.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,934
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,879
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,833
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.41%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
7,183
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,281
shares
|
$997,925
0.02% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,133
shares
|
$974,411
0.0% of portfolio
|
Q3 2025
Added 25.78%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
5,827
shares
|
$925,793
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,901
shares
|
$778,670
0.19% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,721
shares
|
$750,072
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
4,567
shares
|
$725,604
0.35% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,091
shares
|
$649,978
0.05% of portfolio
|
Q3 2025
Reduced 10.7%
|
|