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 1.83 Million shares, which have been reported (via 13F filing form) to have a value of $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,965
shares
|
$618,857
0.19% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,920
shares
|
$611,833
0.0% of portfolio
|
Q1 2025
Reduced 33.15%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,335
shares
|
$520,526
0.19% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,177
shares
|
$495,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,146
shares
|
$491,027
0.0% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,007
shares
|
$469,332
0.0% of portfolio
|
Q1 2025
Added 99.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,756
shares
|
$430,156
0.04% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,750
shares
|
$429,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,747
shares
|
$428,751
0.0% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
2,390
shares
|
$373,031
0.01% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,350
shares
|
$366,788
0.0% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,211
shares
|
$345,092
0.02% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
2,033
shares
|
$317,310
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,972
shares
|
$307,789
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,956
shares
|
$305,292
0.06% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,936
shares
|
$302,170
0.14% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,927
shares
|
$300,766
0.0% of portfolio
|
Q1 2025
Added 44.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,816
shares
|
$283,441
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
1,721
shares
|
$268,613
0.01% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,691
shares
|
$263,931
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
1,458
shares
|
$227,564
0.03% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,455
shares
|
$227,096
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,445
shares
|
$225,535
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,407
shares
|
$219,604
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
976
shares
|
$152,334
0.0% of portfolio
|
Q1 2025
Reduced 60.71%
|