Public ownership evidence

iShares MSCI USA Size Factor ETF (SIZE) Ownership Disclosures

Read SIZE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares MSCI USA Size Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
TUCKER ASSET MANAGEMENT LLC
Report period
2026-06-30
Available
2026-08-28
Reported shares
273
Value (USD)
$48,670
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001398344-26-015711
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SIZE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SIZE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28273$48,670None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28273$43,533None
Strategic Financial Services, Inc.2026-06-302026-08-2598,837$17,620,660None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,598$819,740None
Equitable Holdings, Inc.2026-06-302026-08-181,431$255,129None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,349$240,583None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,773$2,634,016None
FLOW TRADERS U.S. LLC2026-06-302026-08-151,590$283,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,255$402,021None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1531,076$5,508,221None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1572,798$12,977,976None
Cerity Partners LLC2026-06-302026-08-151,214$216,432None
Cerity Partners LLC2026-06-302026-08-15438$78,110None
ROYAL BANK OF CANADA2026-06-302026-08-153,146$561,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1552,562$9,370,753None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,764$849,356None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15653$116,417None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1575,007$13,372,203None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15502$89,497None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1517,942$3,198,700None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15495,028$88,253,591None
Rockefeller Capital Management L.P.2026-06-302026-08-1473,053$13,023,996None
UBS Group AG2026-06-302026-08-14322$57,406None
UBS Group AG2026-06-302026-08-144,916$876,424None
GFS Advisors, LLC2026-06-302026-08-1420$16,961,599None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14804$143,337None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-144,036$719,538None
PGIM Custom Harvest LLC2026-06-302026-08-142,238$398,991None
MORGAN STANLEY2026-06-302026-08-14216$38,508None
MORGAN STANLEY2026-06-302026-08-1418,525$3,302,797None
MORGAN STANLEY2026-06-302026-08-1421,410$3,816,975None
FMR LLC2026-06-302026-08-14265$47,319None
Cetera Investment Advisers2026-06-302026-08-131,148$204,608None
Baird Financial Group, Inc.2026-06-302026-08-131,809$322,509None
SIMPLEX TRADING, LLC2026-06-302026-08-1353$9,448None
NewEdge Advisors, LLC2026-06-302026-08-134,564$813,626None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,344$239,608None
BANK OF MONTREAL /CAN/2026-06-302026-08-131,065$189,868None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13601$107,136None
US BANCORP \DE\2026-06-302026-08-1365$11,588None
JPMORGAN CHASE & CO2026-06-302026-08-1325$4,451None
JPMORGAN CHASE & CO2026-06-302026-08-139,308$1,657,217None
OneAscent Family Office, LLC2026-06-302026-08-121,397$249,057None
Summit Trail Advisors, LLC2026-06-302026-08-1210,570$1,884,420None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-124,598$819,740None
Arax Advisory Partners2026-06-302026-08-1168$12,123None
GLENMEDE TRUST CO NA2026-06-302026-08-11914$162,947None
BlackRock, Inc.2026-06-302026-08-082,369$422,345None
BlackRock, Inc.2026-06-302026-08-08321,187$57,261,218None
Pinnacle Wealth Planning Services, Inc.2026-06-302026-08-08252$44,927None

90-day public filing window, up to 50 source positions.

TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Strategic Financial Services, Inc. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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