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Disclosery

SIZE ISHARES TR

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MSCI USA SZE FT (fund)

67 managers (67 13F filers) reported a position in SIZE shares at 2024-12-31, 1,703,261 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
67
13F filers
67
New
7
Added
18
Reduced
24
Sold out
7
Shares held by filers
1,703,261

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/423,759$62.9M0.01%+82,24613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.390,412$58M<0.01%-41,65913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC183,524$27.3M0.01%+85713F-HRTimelineGroup
James Reed Financial Services, Inc.163,373$24.3M25.31%13F-HRTimeline
Trinity Wealth Management, LLC111,921$16.6M7.52%+2,39913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC93,384$13.9M0.31%+2,61413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…46,735$6.94M<0.01%+1,19513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,776$6.5M<0.01%+5,46013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY43,177$6.41M<0.01%-2,83813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,735$5.31M0.01%+12,59113F-HRTimelineGroup
LPL Financial LLC17,922$2.66M<0.01%-2,28113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,327$2.57M0.02%-2,41013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,462$1.85M<0.01%-43013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,136$1.36M<0.01%+6,00513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,746$1.3M<0.01%-18,49313F-HRTimelineGroup
Parallel Advisors, LLC7,933$1.18M0.03%-44913F-HRTimeline
G&S Capital LLC7,154$1.06M0.44%-20213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,834$866K0.02%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,102$758K<0.01%+72813F-HRTimelineGroup
Bison Wealth, LLC4,901$728K0.16%-12313F-HRTimeline
Keystone Financial Group4,582$682K0.07%+41113F-HRTimeline
Strategic Blueprint, LLC4,273$635K0.04%-213F-HRTimeline
BCGM Wealth Management, LLC3,965$589K0.19%-1313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,946$586K<0.01%-11213F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,684$547K0.01%013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,338$496K0.19%-15913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,102$461K<0.01%+88813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,030$450K<0.01%+25113F-HRTimelineGroup
Sunbelt Securities, Inc.2,781$412K0.04%-7213F-HRTimeline
UBS Group AGin group UBS Group AG2,484$369K<0.01%-10213F-HRTimelineGroup
NewEdge Advisors, LLC2,277$338K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,252$334K<0.01%-2,03413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,049$304K<0.01%-15813F-HRTimelineGroup
TKG Advisors, LLC1,937$300K0.14%+1213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,986$295K<0.01%new13F-HRTimelineGroup
CHOREO, LLC1,972$293K<0.01%013F-HRTimeline
Cypress Wealth Services, LLC1,949$289K0.06%+913F-HRTimeline
OneDigital Investment Advisors LLC1,890$281K<0.01%+33613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,858$276K0.01%-8913F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,794$266K<0.01%-15513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,507$224K<0.01%-1,32413F-HRTimelineGroup
FMR LLCin group FMR LLC1,462$217K<0.01%-1,75813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,453$216K<0.01%+1113F-HRTimelineGroup
Atlas Private Wealth Advisors1,446$215K0.03%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,406$209K<0.01%-1113F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …1,397$207K0.02%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.1,334$197K<0.01%+28713F-HRTimeline
HARBOUR INVESTMENTS, INC.961$143K<0.01%-413F-HRTimeline
Icon Wealth Advisors, LLC947$141K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…822$122K0.01%-9713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…803$119K<0.01%013F-HRTimelineGroup
MAI Capital Management545$80.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC358$53.2K<0.01%+513F-HRTimeline
Van Hulzen Asset Management, LLC277$41.1K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$29.7K<0.01%013F-HRTimelineGroup
Element Wealth, LLC163$24.2K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC117$17.4K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115$17.1K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC87$13K<0.01%013F-HRTimeline
CoreCap Advisors, LLC77$11.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\65$9.65K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton63$9.36K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.55$8.11K<0.01%new13F-HRTimeline
AE Wealth Management LLC50$7.42K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC50$7.42K<0.01%13F-HRTimeline
Global Retirement Partners, LLC39$5.84K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.