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 1.78 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
429,443
shares
|
$66.3 Million
0.0% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
423,759
shares
|
$65.4 Million
0.01% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
183,524
shares
|
$28.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Feb 06, 2025 Q4 2024 |
163,373
shares
|
$25.2 Million
25.31% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
111,921
shares
|
$17.3 Million
7.52% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
93,384
shares
|
$14.4 Million
0.31% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
46,735
shares
|
$7.22 Million
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
43,776
shares
|
$6.76 Million
0.0% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
43,177
shares
|
$6.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
35,735
shares
|
$5.52 Million
0.0% of portfolio
|
Q4 2024
Added 54.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
17,922
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
17,327
shares
|
$2.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,462
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,136
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 191.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,746
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.89%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,933
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
7,154
shares
|
$1.1 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
5,834
shares
|
$900,769
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,102
shares
|
$787,748
0.0% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,901
shares
|
$756,714
0.19% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
4,582
shares
|
$707,460
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,273
shares
|
$659,751
0.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,965
shares
|
$612,196
0.2% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,887
shares
|
$600,152
0.0% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
3,684
shares
|
$568,809
0.01% of portfolio
|
Q1 2024
New holding
|