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Ishares Msci USA Size Factor (SIZE)

CUSIP: 46432F370 | NYSE | 320 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC323,55613.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC323,556
13.5% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

James Reed Financial Services, Inc.165,407
21.7% of portfolio›$28.8M
Lido Advisors, LLC121,722
0.1% of portfolio›$21.2M
Trinity Wealth Management, LLC99,395
5.5% of portfolio›$17.3M
Cambridge Investment Research Advisors, Inc.22,316
0.0% of portfolio›$3.9K
G&S Capital LLC6,606
0.3% of portfolio›$1.1M
Sagespring Wealth Partners, LLC5,827
0.0% of portfolio›$1.0M
Parallel Advisors, LLC5,808
0.0% of portfolio›$1.0M
Commonwealth Equity Services, LLC5,318
0.0% of portfolio›$924.4K
Park Avenue Securities LLC4,979
0.0% of portfolio›$866
QTR Family Wealth, LLC4,231
0.3% of portfolio›$735.5K
Strategic Blueprint, LLC3,517
0.0% of portfolio›$611.3K
Client 1ST Advisory Group, LLC3,091
0.1% of portfolio›$537.3K
Cypress Wealth Services, LLC2,654
0.1% of portfolio›$471.8K
TKG Advisors, LLC1,869
0.1% of portfolio›$324.9K
TD Waterhouse Canada Inc.1,762
0.0% of portfolio›$308.1K
Choreo, LLC1,664
0.0% of portfolio›$289.2K
46 Peaks LLC1,514
0.2% of portfolio›$263.2K
Capital Investment Advisory Services, LLC813
0.0% of portfolio›$141.3K
Farther Finance Advisors, LLC519
0.0% of portfolio›$90.2K
Pinnacle Wealth Planning Services, Inc.252
0.0% of portfolio›$43.8K
Glass Jacobson Investment Advisors llc172
0.0% of portfolio›$29.9K
CoreCap Advisors, LLC72
0.0% of portfolio›$12.6K
Rosenberg Matthew Hamilton63
0.0% of portfolio›$11.0K
Heritage Family Offices, LLP61
0.0% of portfolio›$10.6K
Physician Wealth Advisors, Inc.56
0.0% of portfolio›$9.7K
Signature Resources Capital Management, LLC35
0.0% of portfolio›$6.1K
StyleTurnoverLocationFiled
James Reed Financial Services, Inc.
165,407$28.8M21.7%ETFVery LowCleveland, OH2026-10-26
Lido Advisors, LLC
121,722$21.2M0.1%GrowthLowLos Angeles, CA2026-11-04
Trinity Wealth Management, LLC
99,395$17.3M5.5%ETFMediumBerwyn, PA2026-10-13
Cambridge Investment Research Advisors, Inc.
22,316$3.9K0.0%ETFLowFairfield, IA2026-11-02
G&S Capital LLC
6,606$1.1M0.3%CoreMediumDenver, CO2026-10-23
Sagespring Wealth Partners, LLC
5,827$1.0M0.0%ETFLowFranklin, TN2026-10-22
Parallel Advisors, LLC
5,808$1.0M0.0%IndexLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
5,318$924.4K0.0%ETFLowWaltham, MA2026-11-02
Park Avenue Securities LLC
4,979$8660.0%ETFMediumNew York, NY2026-10-26
QTR Family Wealth, LLC
4,231$735.5K0.3%GrowthMediumLake Mary, FL2026-11-02
Strategic Blueprint, LLC
3,517$611.3K0.0%ETFLowAtlanta, GA2026-10-22
Client 1ST Advisory Group, LLC
3,091$537.3K0.1%ETFVery LowDunedin, FL2026-10-19
Cypress Wealth Services, LLC
2,654$471.8K0.1%ETFLowPalm Desert, CA2026-10-21
TKG Advisors, LLC
1,869$324.9K0.1%MomentumMediumValparaiso, IN2026-11-02
TD Waterhouse Canada Inc.
1,762$308.1K0.0%CoreLowToronto, Australia2026-10-16
Choreo, LLC
1,664$289.2K0.0%IndexLowRockford, IL2026-10-28
46 Peaks LLC
1,514$263.2K0.2%ETFVery LowNewtown, PA2026-11-03
Capital Investment Advisory Services, LLC
813$141.3K0.0%CoreMediumRaleigh, NC2026-10-30
Farther Finance Advisors, LLC
519$90.2K0.0%IndexLowSan Francisco, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
252$43.8K0.0%GARPLowMansfield, OH2026-10-27
Glass Jacobson Investment Advisors llc
172$29.9K0.0%ETFLowOwings Mills, MD2026-10-26
CoreCap Advisors, LLC
72$12.6K0.0%ETFMediumSouthfield, MI2026-10-08
Rosenberg Matthew Hamilton
63$11.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Heritage Family Offices, LLP
61$10.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Physician Wealth Advisors, Inc.
56$9.7K0.0%ETFMediumMidvale, UT2026-10-20
Signature Resources Capital Management, LLC
35$6.1K0.0%ETFLowNewport Beach, CA2026-10-16