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 1.86 Million shares, which have been reported (via 13F filing form) to have a value of $298 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
|
$79.7 Million
0.01% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
429,443
shares
|
$69 Million
0.0% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Jul 21, 2025 Q2 2025 |
167,623
shares
|
$26.9 Million
26.26% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
115,036
shares
|
$18.5 Million
7.18% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
103,600
shares
|
$16.6 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
84,795
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
62,880
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 56.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
58,311
shares
|
$9.36 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
|
$7.74 Million
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
41,803
shares
|
$6.71 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
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
38,825
shares
|
$6.23 Million
0.01% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,891
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14,816
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,685
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
10,725
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 173.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,948
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
7,265
shares
|
$1.17 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,281
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,827
shares
|
$935,699
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
5,237
shares
|
$840,957
0.0% of portfolio
|
Q2 2025
Added 90.64%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,901
shares
|
$787,002
0.19% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,876
shares
|
$782,988
0.0% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,861
shares
|
$780,579
0.0% of portfolio
|
Q2 2025
Added 54.51%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,786
shares
|
$768,535
0.46% of portfolio
|
Q2 2025
Reduced 0.95%
|