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Disclosery

SIZE ISHARES TR

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MSCI USA SZE FT (fund)

72 managers (72 13F filers) reported a position in SIZE shares at 2026-03-31, 1,984,492 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
72
13F filers
72
New
9
Added
17
Reduced
28
Sold out
8
Shares held by filers
1,984,492

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/510,773$81.4M0.01%+4,98613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.352,448$56.2M<0.01%-19,23613F-HRTimelineGroup
James Reed Financial Services, Inc.163,966$26.1M22.63%-4,76613F-HRTimeline
Trinity Wealth Management, LLC110,863$17.7M6.49%-1,43113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC103,690$16.5M0.06%-6,22413F-HRTimelineGroup
Strategic Financial Services, Inc.101,724$16.2M0.77%-35313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,443$11.7M0.02%-92513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC66,983$10.7M<0.01%+5,01713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN64,898$10.3M<0.01%+55,21213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,715$9.84M<0.01%-10,40213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,325$9.46M<0.01%-7,88413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,561$7.42M0.01%+14113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,333$5.95M<0.01%-1,53213F-HRTimelineGroup
LPL Financial LLC36,567$5.83M<0.01%+1,19913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,750$5.42M<0.01%+7,94113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY29,641$4.73M<0.01%+2,11913F-HRTimelineGroup
Summit Trail Advisors, LLC10,570$1.69M0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,159$1.42M<0.01%+21213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,793$1.4M<0.01%+6,40713F-HRTimelineGroup
G&S Capital LLC6,560$1.05M0.37%new13F-HRTimeline
Parallel Advisors, LLC5,868$936K0.02%-22013F-HR/ATimeline
UBS Group AGin group UBS Group AG5,830$930K<0.01%+34213F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,827$929K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,753$917K<0.01%-1,02213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,445$868K<0.01%+39113F-HRTimelineGroup
QTR Family Wealth, LLC4,323$722K0.3%-4813F-HRTimeline
NewEdge Advisors, LLC4,441$708K<0.01%+2,23413F-HR/ATimeline
Keystone Financial Group4,369$704K0.05%-21213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,168$665K<0.01%+1,96113F-HRTimeline
BCGM Wealth Management, LLC3,964$632K0.16%013F-HRTimeline
Strategic Blueprint, LLC3,637$580K0.03%-13313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,124$498K0.15%-21113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,917$465K<0.01%013F-HRTimelineGroup
Cypress Wealth Services, LLC2,637$420K0.06%+1013F-HRTimeline
Cambridge Investment Research Advisors,…2,619$418K<0.01%+54213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,248$358K0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.1,940$310K<0.01%-21013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,824$291K<0.01%-7513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,822$291K<0.01%-3,63313F-HRTimelineGroup
CHOREO, LLC1,759$280K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC1,708$272K<0.01%-19713F-HRTimeline
TKG Advisors, LLC1,703$272K0.11%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,545$250K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,547$247K0.01%-2213F-HRTimeline
46 Peaks LLC1,520$242K0.18%013F-HRTimeline
CWM, LLCin group CWM, LLC1,461$233K<0.01%013F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …1,397$223K0.16%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,344$214K<0.01%-2613F-HRTimelineGroup
Cetera Investment Advisers1,308$209K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,065$170K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,000$159K<0.01%-30213F-HRTimelineGroup
Capital Investment Advisory Services, L…814$130K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC804$128K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.633$101K<0.01%-5713F-HRTimeline
MAI Capital Management585$93.3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC273$43.5K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC265$42.3K<0.01%-1313F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.252$40.2K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc172$27.5K0.01%+7613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.141$22K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC128$20.5K<0.01%-513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS115$18.3K<0.01%-1,07313F-HRTimelineGroup
CoreCap Advisors, LLC74$11.9K<0.01%-213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\65$10.4K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton63$10K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.56$8.85K<0.01%+113F-HRTimeline
AE Wealth Management LLC51$8.13K<0.01%013F-HRTimeline
Rossby Financial, LCC43$6.94K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…35$5.58K<0.01%-17113F-HRTimeline
Truvestments Capital LLC18$2.87K<0.01%new13F-HRTimeline
Allworth Financial LP16$2.55K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc14$2.26K<0.01%013F-HRTimeline