CUSIP 46432F370MSCI USA SZE FTSIZEQ4 2025
Aggregate 13F value by quarter
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72 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 505.8K | $81.72M | +3.6K | Added |
| 2 | Blackrock, Inc. | 371.7K | $60.05M | −11.2K | Reduced |
| 3 | James Reed Financial Services, Inc. | 168.7K | $27.26M | +5.9K | Added |
| 4 | Trinity Wealth Management, LLC | 112.3K | $18.14M |
| +587 |
| Added |
| 5 | Lido Advisors, LLC | 109.9K | $17.67M | +2 | Added |
| 6 | Strategic Financial Services, Inc. | 102.1K | $17.17M | −295 | Reduced |
| 7 | Rockefeller Capital Management L.P. | 74.4K | $12.02M | +69.6K | Added |
| 8 | Envestnet Asset Management Inc | 72.1K | $11.65M | −300 | Reduced |
| 9 | Goldman Sachs Group Inc | 67.2K | $10.86M | +15.9K | Added |
| 10 | Ameriprise Financial Inc | 62.0K | $10.00M | +4.5K | Added |
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