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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
947
shares
|
$152,069
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
940
shares
|
$150,945
0.17% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
842
shares
|
$135,208
0.01% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
814
shares
|
$130,712
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
710
shares
|
$114,011
0.0% of portfolio
|
Q2 2025
Reduced 99.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
698
shares
|
$112,084
0.0% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
515
shares
|
$82,698
0.0% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
214
shares
|
$34,364
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
200
shares
|
$32,116
0.0% of portfolio
|
Q1 2024
Reduced 74.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
197
shares
|
$31,634
0.0% of portfolio
|
Q4 2023
Reduced 32.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
134
shares
|
$21,517
0.0% of portfolio
|
Q2 2025
Reduced 63.69%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
92
shares
|
$14,773
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
90
shares
|
$14,452
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
78
shares
|
$12,525
0.0% of portfolio
|
Q2 2025
Reduced 71.32%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
65
shares
|
$10,437
0.0% of portfolio
|
Q1 2024
Reduced 60.61%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
63
shares
|
$10,116
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
55
shares
|
$8,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
51
shares
|
$8,189
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
48
shares
|
$7,707
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$6,423
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
14
shares
|
$2,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11
shares
|
$1,766
0.0% of portfolio
|
Q2 2025
Reduced 71.05%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|