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Get Institutions for : 
Ishares Msci Usa Size Factor (SIZE)  
$141.09 1.44 (1.03%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    5
Total shares held : 
 1,399,682  
% of shares held : 
 19.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -88,784  
% of shares held change : 
   -1.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $116.11  
Last Quarter's Ending Price : 
 $131.87  
Last Quarter's Average Price : 
 $120.67  
Change from last quarter's     
avg. price to the last closing  : 
20.42 (16.92%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 9,659
 0.69%
 
Increased Positions :
17
 22,758
 1.63%
 
Unchanged Positions :
15
 91,889
 6.56%
 
Decreased Positions :
27
-77,023
-5.5%
 
Closed Positions :
8
-44,178
-3.16%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ADVISORY SERVICES NETWORK, LLC 2018 *Closed 2024-03-31 0 $0 -48
   Emerald Investment Partners LLC 486 *Closed 2024-03-31 0 $0 -1
   Baird Financial Group Inc. 1718 *Closed 2023-12-31 0 $0 -8,523
   BANK OF MONTREAL /CAN/ 3456 *Closed 2023-12-31 0 $0 -100
   COMERICA BANK 3623 *Closed 2023-12-31 0 $0 -389
   Goodwin Investment Advisory 206 *Closed 2024-03-31 0 $0 -296
   IFP Advisors Inc 3151 *Closed 2023-12-31 0 $0 -103
   Fortitude Family Office LLC 1072 *Closed 2024-03-31 0 $0 -48
   MA Private Wealth 71 *Closed 2024-03-31 0 $0 -2,267
  9 Records found
  1    
  Page 1 of 1
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