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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
940
shares
|
$149,347
0.17% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
842
shares
|
$133,776
0.01% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
814
shares
|
$129,328
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
688
shares
|
$109,309
0.0% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
585
shares
|
$92,944
0.0% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
308
shares
|
$48,935
0.0% of portfolio
|
Q3 2025
Reduced 56.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
214
shares
|
$34,000
0.01% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
200
shares
|
$31,776
0.0% of portfolio
|
Q1 2024
Reduced 74.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
197
shares
|
$31,299
0.0% of portfolio
|
Q4 2023
Reduced 32.99%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
141
shares
|
$22,402
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
133
shares
|
$21,131
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
90
shares
|
$14,299
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
78
shares
|
$12,392
0.0% of portfolio
|
Q2 2025
Reduced 71.32%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
65
shares
|
$10,327
0.0% of portfolio
|
Q1 2024
Reduced 60.61%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
63
shares
|
$10,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
55
shares
|
$8,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
53
shares
|
$8,420
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
48
shares
|
$7,626
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
40
shares
|
$6,355
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$2,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
16
shares
|
$2,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
14
shares
|
$2,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|