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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 2025-09-30, 1,870,147 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
67
13F filers
67
New
5
Added
19
Reduced
25
Sold out
6
Shares held by filers
1,870,147

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/502,217$80.7M0.01%+5,74013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.382,917$61.6M<0.01%+9,25013F-HRTimelineGroup
James Reed Financial Services, Inc.162,878$26.2M23.48%-4,74513F-HRTimeline
Trinity Wealth Management, LLC111,707$18M6.73%-3,32913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC109,912$17.7M0.07%+95,09613F-HRTimelineGroup
Strategic Financial Services, Inc.102,372$16.5M0.83%-1,22813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,417$11.6M<0.01%-12,37813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,436$9.23M<0.01%-87513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,310$8.25M<0.01%-11,57013F-HRTimelineGroup
LPL Financial LLC49,030$7.88M<0.01%+31,13913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43,224$6.95M<0.01%-4,96613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.43,147$6.93M0.01%+4,32213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,020$5.63M<0.01%-6,78313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,360$2.77M<0.01%+6,63513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,934$2.08M<0.01%-27,28613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,879$1.43M<0.01%+313F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,833$1.42M<0.01%-2,85213F-HRTimeline
G&S Capital LLC7,183$1.15M0.43%-8213F-HRTimeline
Parallel Advisors, LLC6,281$1.01M0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,133$986K<0.01%+1,25713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,827$937K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,721$759K<0.01%new13F-HRTimelineGroup
QTR Family Wealth, LLC4,567$734K0.35%-21913F-HRTimeline
Keystone Financial Group4,091$658K0.05%-49013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,078$656K<0.01%-78313F-HRTimelineGroup
Strategic Blueprint, LLC4,047$651K0.03%-513F-HRTimeline
BCGM Wealth Management, LLC3,964$637K0.17%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,335$536K0.18%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,270$526K<0.01%+9313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,007$483K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,866$461K<0.01%new13F-HRTimelineGroup
Cypress Wealth Services, LLC2,615$420K0.07%+65213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,440$392K<0.01%-1,32613F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,323$373K0.01%-6713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,252$362K<0.01%-2,98513F-HRTimeline
NewEdge Advisors, LLC2,194$353K<0.01%-16413F-HRTimeline
TD Waterhouse Canada Inc.2,170$350K<0.01%+24313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,072$333K<0.01%+1,09713F-HRTimelineGroup
TKG Advisors, LLC1,948$313K0.13%+913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,899$305K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,782$287K<0.01%-15613F-HRTimeline
CHOREO, LLC1,759$283K<0.01%-20013F-HRTimeline
J.W. COLE ADVISORS, INC.1,521$244K<0.01%+913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,469$236K<0.01%-25813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,461$235K<0.01%+313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,439$231K<0.01%+4413F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …1,397$225K0.18%013F-HRTimelineGroup
Icon Wealth Advisors, LLC842$135K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…814$131K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.688$111K<0.01%-1013F-HRTimeline
MAI Capital Management585$94.1K<0.01%+7013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC308$49.5K<0.01%-40213F-HRTimelineGroup
FMR LLCin group FMR LLC280$45K<0.01%+8013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$32.2K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.141$23K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC133$21.4K<0.01%-113F-HRTimeline
CoreCap Advisors, LLC78$12.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\65$10.5K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton63$10.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.55$8.86K<0.01%013F-HRTimeline
AE Wealth Management LLC53$8.52K<0.01%+213F-HRTimeline
Global Retirement Partners, LLC48$7.7K<0.01%013F-HRTimeline
Signature Resources Capital Management,…40$6.43K<0.01%013F-HRTimeline
Allworth Financial LP16$2.57K<0.01%new13F-HRTimeline
Versant Capital Management, Inc16$2.57K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc14$2.26K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$643<0.01%013F-HRTimelineGroup