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Disclosery

SIZE ISHARES TR

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MSCI USA SZE FT (fund)

69 managers (69 13F filers) reported a position in SIZE shares at 2025-06-30, 1,795,667 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
69
13F filers
69
New
10
Added
25
Reduced
21
Sold out
8
Shares held by filers
1,795,667

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/496,477$76.7M0.01%+21,93613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.373,667$57.7M<0.01%+11,01513F-HRTimelineGroup
James Reed Financial Services, Inc.167,623$25.9M23.51%+8,50613F-HRTimeline
Trinity Wealth Management, LLC115,036$17.8M7.06%+2,58313F-HRTimeline
Strategic Financial Services, Inc.103,600$16M0.86%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,795$13.1M<0.01%-95,67913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,880$9.72M<0.01%+22,69713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,311$9.01M<0.01%+56,90413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…48,190$7.45M<0.01%+1,59513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY41,803$6.46M<0.01%+17,42513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,220$6.22M0.01%-7,29813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,825$6M0.01%+5,73013F-HR/ATimelineGroup
LPL Financial LLC17,891$2.76M<0.01%+48513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,816$2.29M0.01%-4,21513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,685$1.81M<0.01%-69913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,725$1.65M<0.01%+6,80513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,876$1.37M<0.01%-7213F-HRTimelineGroup
G&S Capital LLC7,265$1.12M0.44%-2313F-HRTimeline
Parallel Advisors, LLC6,281$971K0.02%-96013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,827$901K0.02%-713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,237$809K<0.01%+2,49013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,876$754K<0.01%-20213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,861$751K<0.01%+1,71513F-HRTimelineGroup
QTR Family Wealth, LLC4,786$740K0.46%-4613F-HRTimeline
Keystone Financial Group4,581$708K0.06%+49013F-HRTimeline
Strategic Blueprint, LLC4,052$626K0.03%-8913F-HRTimeline
BCGM Wealth Management, LLC3,964$613K0.17%-113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,766$582K<0.01%+1,93813F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,335$515K0.19%-313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,177$491K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,007$465K<0.01%013F-HR/ATimelineGroup
Sunbelt Securities, Inc.2,781$413K0.04%+2513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,390$369K0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC2,358$364K<0.01%+813F-HRTimeline
Cypress Wealth Services, LLC1,963$303K0.05%+713F-HRTimeline
CHOREO, LLC1,959$303K<0.01%-1313F-HRTimeline
TD Waterhouse Canada Inc.1,927$300K<0.01%013F-HRTimeline
TKG Advisors, LLC1,939$300K0.13%+313F-HRTimeline
Cambridge Investment Research Advisors,…1,938$299K<0.01%+24713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,899$293K<0.01%-13413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,727$267K<0.01%+92413F-HRTimelineGroup
Atlas Private Wealth Advisors1,538$238K0.03%+8013F-HRTimeline
J.W. COLE ADVISORS, INC.1,512$234K<0.01%+6713F-HRTimeline
CWM, LLCin group CWM, LLC1,458$225K<0.01%+313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,442$223K<0.01%new13F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …1,397$216K0.2%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,395$216K<0.01%+41913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC975$151K<0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC842$130K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…814$126K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC710$110K<0.01%-92,67413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.698$108K<0.01%-1213F-HRTimeline
MAI Capital Management515$79.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC200$31K<0.01%-52513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$30.9K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC134$20.7K<0.01%-23513F-HRTimeline
Briaud Financial Planning Inc92$14K0.01%new13F-HRTimeline
CoreCap Advisors, LLC78$12.1K<0.01%-19413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\65$10K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton63$9.74K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.55$8.49K<0.01%013F-HRTimeline
AE Wealth Management LLC51$7.88K<0.01%013F-HRTimeline
Global Retirement Partners, LLC48$7.37K<0.01%13F-HRTimeline
Signature Resources Capital Management,…40$6.18K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc14$2.16K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC11$1.64K<0.01%-2713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$618<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.0$33<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.