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 74 institutions that hold shares in the stock, with a total of 1.93 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,078
shares
|
$647,912
0.0% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
4,047
shares
|
$642,987
0.03% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,964
shares
|
$629,800
0.18% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
3,335
shares
|
$529,864
0.17% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,270
shares
|
$519,537
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,007
shares
|
$477,752
0.0% of portfolio
|
Q1 2025
Added 99.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,866
shares
|
$455,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,615
shares
|
$415,471
0.08% of portfolio
|
Q3 2025
Added 33.21%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
2,323
shares
|
$369,078
0.01% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,252
shares
|
$357,797
0.0% of portfolio
|
Q3 2025
Reduced 57.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,211
shares
|
$351,283
0.02% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,194
shares
|
$348,582
0.0% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,170
shares
|
$344,769
0.0% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,072
shares
|
$329,199
0.0% of portfolio
|
Q3 2025
Added 112.51%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,948
shares
|
$309,498
0.14% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,899
shares
|
$301,713
0.0% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,816
shares
|
$288,526
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,782
shares
|
$283,124
0.0% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,759
shares
|
$279,469
0.0% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,521
shares
|
$241,656
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,469
shares
|
$233,394
0.0% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,461
shares
|
$232,123
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,439
shares
|
$228,628
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,397
shares
|
$221,955
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
947
shares
|
$150,459
0.01% of portfolio
|
Q1 2023
New holding
|
|