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 73 institutions that hold shares in the stock, with a total of 1.75 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
947
shares
|
$138,252
0.01% of portfolio
|
Q3 2024
Reduced 75.39%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
940
shares
|
$137,230
0.17% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
822
shares
|
$120,003
0.01% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
803
shares
|
$117,229
0.0% of portfolio
|
Q3 2024
Reduced 47.45%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
545
shares
|
$79,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
358
shares
|
$52,264
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
277
shares
|
$40,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
214
shares
|
$31,241
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
200
shares
|
$29,198
0.0% of portfolio
|
Q1 2024
Reduced 74.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
197
shares
|
$28,760
0.0% of portfolio
|
Q4 2023
Reduced 32.99%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
163
shares
|
$23,796
0.01% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
117
shares
|
$17,080
0.01% of portfolio
|
Q3 2022
Reduced 33.52%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
115
shares
|
$16,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
90
shares
|
$13,139
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
87
shares
|
$12,701
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
77
shares
|
$11,241
0.0% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
65
shares
|
$9,489
0.0% of portfolio
|
Q1 2024
Reduced 60.61%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
63
shares
|
$9,197
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
55
shares
|
$8,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
50
shares
|
$7,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
50
shares
|
$7,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
39
shares
|
$5,693
0.0% of portfolio
|
Q4 2023
Added 44.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|