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Disclosery

SIZE ISHARES TR

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MSCI USA SZE FT (fund)

66 managers (66 13F filers) reported a position in SIZE shares at 2025-03-31, 1,742,656 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
66
13F filers
66
New
6
Added
19
Reduced
27
Sold out
6
Shares held by filers
1,742,656

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/474,541$69M0.01%+50,78213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.362,652$52.7M<0.01%-27,76013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC180,474$26.2M0.01%-3,05013F-HRTimelineGroup
James Reed Financial Services, Inc.159,117$23.1M25.79%-4,25613F-HRTimeline
Trinity Wealth Management, LLC112,453$16.4M7.47%+53213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC93,384$13.9M0.31%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,518$6.91M0.01%+11,78313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…46,595$6.78M<0.01%-14013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,183$5.84M<0.01%-3,59313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,095$4.81M0.01%+29,14913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,378$3.55M<0.01%-18,79913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC19,031$2.77M0.02%+1,70413F-HRTimelineGroup
LPL Financial LLC17,406$2.53M<0.01%-51613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,384$1.8M<0.01%-7813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,890$1.44M<0.01%+1,14413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,948$1.3M<0.01%-18813F-HRTimelineGroup
G&S Capital LLC7,288$1.06M0.45%+13413F-HRTimeline
Parallel Advisors, LLC7,241$1.05M0.02%-69213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,834$848K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,078$738K<0.01%-2413F-HRTimelineGroup
QTR Family Wealth, LLC4,832$703K0.53%13F-HRTimeline
Strategic Blueprint, LLC4,141$602K0.03%-13213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,137$602K<0.01%new13F-HRTimelineGroup
Keystone Financial Group4,091$595K0.06%-49113F-HRTimeline
BCGM Wealth Management, LLC3,965$577K0.18%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,920$567K<0.01%+3,80513F-HR/ATimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,338$485K0.19%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,146$457K<0.01%+11613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,007$437K<0.01%+1,50013F-HR/ATimelineGroup
Sunbelt Securities, Inc.2,756$401K0.04%-2513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,747$400K<0.01%-35513F-HRTimeline
Mariner, LLCin group Mariner, LLC2,750$400K<0.01%new13F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,390$348K0.01%-1,29413F-HRTimelineGroup
NewEdge Advisors, LLC2,350$342K<0.01%+7313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,033$296K<0.01%-1613F-HRTimelineGroup
CHOREO, LLC1,972$287K<0.01%013F-HRTimeline
Cypress Wealth Services, LLC1,956$284K0.06%+713F-HRTimeline
TKG Advisors, LLC1,936$282K0.14%-113F-HRTimeline
TD Waterhouse Canada Inc.1,927$280K<0.01%+59313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,828$266K<0.01%new13F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,721$250K0.01%-13713F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,691$246K<0.01%-10313F-HRTimeline
Atlas Private Wealth Advisors1,458$212K0.03%+1213F-HRTimeline
CWM, LLCin group CWM, LLC1,455$212K<0.01%+213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,445$210K0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,407$205K<0.01%+113F-HRTimelineGroup
UBS Group AGin group UBS Group AG976$142K<0.01%-1,50813F-HRTimelineGroup
Icon Wealth Advisors, LLC842$122K0.01%-10513F-HRTimeline
Capital Investment Advisory Services, L…814$118K0.01%-813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…803$117K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC725$105K<0.01%-73713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.710$103K<0.01%-25113F-HRTimeline
MAI Capital Management515$74.9K<0.01%-3013F-HRTimeline
Farther Finance Advisors, LLC369$53.7K<0.01%+1113F-HRTimeline
CoreCap Advisors, LLC272$39.6K<0.01%+19513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$29.1K<0.01%013F-HRTimelineGroup
FSC Wealth Advisors, LLC117$17.1K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\65$9.45K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton63$9.16K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.62$9.05K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.55$7.96K<0.01%013F-HRTimeline
AE Wealth Management LLC51$7.42K<0.01%+113F-HRTimeline
Stonebridge Financial Group, LLC50$7.27K<0.01%013F-HRTimeline
Synergy Investment Management, LLC40$5.82K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC38$5.46K<0.01%-4913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.