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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
4,581
shares
|
$735,616
0.07% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
4,052
shares
|
$650,670
0.03% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
3,964
shares
|
$636,539
0.19% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,335
shares
|
$535,534
0.19% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,177
shares
|
$510,162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,007
shares
|
$482,864
0.0% of portfolio
|
Q1 2025
Added 99.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,781
shares
|
$446,572
0.04% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
2,390
shares
|
$383,786
0.01% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,358
shares
|
$378,647
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,211
shares
|
$355,042
0.02% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
1,963
shares
|
$315,218
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
1,959
shares
|
$314,576
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,939
shares
|
$311,364
0.14% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,938
shares
|
$311,204
0.0% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,927
shares
|
$309,437
0.0% of portfolio
|
Q1 2025
Added 44.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,899
shares
|
$304,941
0.0% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,816
shares
|
$291,613
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,727
shares
|
$277,321
0.0% of portfolio
|
Q2 2025
Added 115.07%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
1,538
shares
|
$246,972
0.03% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,512
shares
|
$242,796
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,458
shares
|
$234,125
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
1,442
shares
|
$231,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,397
shares
|
$224,330
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,395
shares
|
$224,009
0.0% of portfolio
|
Q2 2025
Added 42.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
975
shares
|
$156,565
0.0% of portfolio
|
Q2 2025
New holding
|