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 71 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 $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
947
shares
|
$146,046
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
940
shares
|
$144,966
0.17% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
822
shares
|
$126,768
0.01% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
803
shares
|
$123,838
0.0% of portfolio
|
Q3 2024
Reduced 47.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
353
shares
|
$54,439
0.0% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
214
shares
|
$33,003
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
200
shares
|
$30,844
0.0% of portfolio
|
Q1 2024
Reduced 74.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
197
shares
|
$30,381
0.0% of portfolio
|
Q4 2023
Reduced 32.99%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
163
shares
|
$25,137
0.01% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
117
shares
|
$18,043
0.01% of portfolio
|
Q3 2022
Reduced 33.52%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
115
shares
|
$17,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$15,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
90
shares
|
$13,879
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
87
shares
|
$13,417
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
77
shares
|
$11,874
0.0% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
65
shares
|
$10,024
0.0% of portfolio
|
Q1 2024
Reduced 60.61%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
63
shares
|
$9,715
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
50
shares
|
$7,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
39
shares
|
$6,014
0.0% of portfolio
|
Q4 2023
Added 44.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|