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 76 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 $285 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
|
$74.1 Million
0.01% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
429,443
shares
|
$67 Million
0.0% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
180,474
shares
|
$28.2 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
|
$24.8 Million
25.74% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
115,036
shares
|
$18 Million
7.18% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
93,384
shares
|
$14.6 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
|
$7.42 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
|
$7.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
40,183
shares
|
$6.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
33,095
shares
|
$5.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 88.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
24,378
shares
|
$3.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,031
shares
|
$2.97 Million
0.01% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,406
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,384
shares
|
$1.93 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
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,948
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
7,265
shares
|
$1.13 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,281
shares
|
$980,338
0.02% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,834
shares
|
$910,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,078
shares
|
$792,574
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,901
shares
|
$764,948
0.19% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,786
shares
|
$746,998
0.46% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,141
shares
|
$646,327
0.04% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,137
shares
|
$645,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
4,091
shares
|
$638,523
0.06% of portfolio
|
Q1 2025
Reduced 10.72%
|