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 72 institutions that hold shares in the stock, with a total of 1.67 Million shares, which have been reported (via 13F filing form) to have a value of $263 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
3,497
shares
|
$551,756
0.21% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,131
shares
|
$494,009
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,853
shares
|
$450,146
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,831
shares
|
$446,675
0.0% of portfolio
|
Q3 2024
Added 54.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,779
shares
|
$438,470
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,586
shares
|
$408,019
0.0% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,277
shares
|
$359,265
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,214
shares
|
$349,324
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,211
shares
|
$348,851
0.02% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,207
shares
|
$348,220
0.0% of portfolio
|
Q3 2024
Reduced 72.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,972
shares
|
$311,142
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,949
shares
|
$307,513
0.0% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
1,947
shares
|
$307,197
0.01% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,940
shares
|
$306,093
0.06% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,925
shares
|
$303,726
0.15% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,816
shares
|
$286,528
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,554
shares
|
$245,190
0.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,442
shares
|
$227,518
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,438
shares
|
$226,887
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,417
shares
|
$223,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,397
shares
|
$220,418
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,206
shares
|
$190,282
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,047
shares
|
$165,195
0.0% of portfolio
|
Q3 2024
Added 155.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
965
shares
|
$152,257
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
947
shares
|
$149,417
0.01% of portfolio
|
Q1 2023
New holding
|