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 $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,338
shares
|
$512,583
0.19% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,131
shares
|
$480,796
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,102
shares
|
$476,343
0.0% of portfolio
|
Q4 2024
Added 40.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,853
shares
|
$438,106
0.05% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,831
shares
|
$434,728
0.0% of portfolio
|
Q3 2024
Added 54.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,779
shares
|
$426,743
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,586
shares
|
$397,106
0.0% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,277
shares
|
$349,656
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,211
shares
|
$339,521
0.02% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,207
shares
|
$338,906
0.0% of portfolio
|
Q3 2024
Reduced 72.7%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,986
shares
|
$304,970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,972
shares
|
$302,820
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,949
shares
|
$299,288
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,949
shares
|
$299,288
0.0% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,937
shares
|
$297,445
0.14% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
1,858
shares
|
$285,314
0.01% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,816
shares
|
$278,864
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,554
shares
|
$238,632
0.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,453
shares
|
$223,122
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,446
shares
|
$222,047
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,438
shares
|
$220,819
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,417
shares
|
$217,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,397
shares
|
$214,523
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,047
shares
|
$160,777
0.0% of portfolio
|
Q3 2024
Added 155.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
961
shares
|
$147,571
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|