Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
2,397,961
-
Total 13F shares
-
302,848
-
Share change
-
+8,227
-
Total reported value
-
$48,931,617
-
Price per share
-
$161.57
-
Number of holders
-
14
-
Value change
-
+$1,329,432
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of ISHARES MSCI USA SIZE FACTOR ETF - Common Stock (SIZE) as of Q4 2025
As of 31 Dec 2025,
ISHARES MSCI USA SIZE FACTOR ETF - Common Stock (SIZE) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
302,848 shares.
The largest 10 holders included
James Reed Financial Services, Inc., Trinity Wealth Management, LLC, SAGESPRING WEALTH PARTNERS, LLC, PARK AVENUE SECURITIES LLC, BCGM Wealth Management, LLC, CLIENT 1ST ADVISORY GROUP, LLC, Cypress Wealth Services, LLC, Capital Investment Advisory Services, LLC, Signature Resources Capital Management, LLC, and FLAGSHIP HARBOR ADVISORS, LLC.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.