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 $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
429,443
shares
|
$66.6 Million
0.0% of portfolio
|
Q2 2024
Added 4.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
341,513
shares
|
$53 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
182,667
shares
|
$28.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
171,012
shares
|
$26.5 Million
26.69% of portfolio
|
Q3 2022
Reduced 1.45%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
111,921
shares
|
$17.4 Million
7.52% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
90,770
shares
|
$14.1 Million
0.33% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
46,015
shares
|
$7.14 Million
0.0% of portfolio
|
Q3 2024
Added 19.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
45,540
shares
|
$7.07 Million
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
38,316
shares
|
$5.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,239
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,144
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2024
Added 500.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,203
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
19,737
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,892
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,382
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
7,356
shares
|
$1.14 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,977
shares
|
$927,331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,024
shares
|
$779,473
0.13% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,374
shares
|
$678,626
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,286
shares
|
$664,972
0.0% of portfolio
|
Q3 2024
Added 39.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,273
shares
|
$662,955
0.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,058
shares
|
$629,598
0.0% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,978
shares
|
$617,186
0.21% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,848
shares
|
$597,017
0.02% of portfolio
|
Q3 2024
Reduced 75.39%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,684
shares
|
$571,572
0.01% of portfolio
|
Q1 2024
New holding
|