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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
947
shares
|
$147,807
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
940
shares
|
$146,715
0.17% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
842
shares
|
$131,419
0.01% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
814
shares
|
$127,049
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
803
shares
|
$125,332
0.0% of portfolio
|
Q3 2024
Reduced 47.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
710
shares
|
$110,816
0.0% of portfolio
|
Q1 2025
Reduced 26.12%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
515
shares
|
$80,381
0.0% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
272
shares
|
$42,453
0.0% of portfolio
|
Q1 2025
Added 253.25%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
214
shares
|
$33,401
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
200
shares
|
$31,216
0.0% of portfolio
|
Q1 2024
Reduced 74.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
197
shares
|
$30,747
0.0% of portfolio
|
Q4 2023
Reduced 32.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
134
shares
|
$20,914
0.0% of portfolio
|
Q2 2025
Reduced 63.69%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
117
shares
|
$18,261
0.01% of portfolio
|
Q3 2022
Reduced 33.52%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
90
shares
|
$14,047
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
65
shares
|
$10,145
0.0% of portfolio
|
Q1 2024
Reduced 60.61%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
63
shares
|
$9,833
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
62
shares
|
$9,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
55
shares
|
$8,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
51
shares
|
$7,960
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
50
shares
|
$7,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
40
shares
|
$6,243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$6,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
39
shares
|
$6,087
0.0% of portfolio
|
Q4 2023
Added 44.44%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
38
shares
|
$5,931
0.0% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
14
shares
|
$2,185
0.0% of portfolio
|
Q2 2025
New holding
|