SIZE — ISHARES EDGE MSCI USA SIZE FACTOR ETF

Ownership history in Parallel Advisors, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Parallel Advisors, LLC reported a position in ISHARES EDGE MSCI USA SIZE FACTOR ETF (SIZE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.92% (2020 Q1)
Avg. % of fund
0.13%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,088 -193 -3.1% 0.02% $984K $161.00
2025 Q3 UNCHANGED 6,281 — 0% 0.02% $1.0M $159.47
2025 Q2 REDUCED 6,281 -960 -13.3% 0.02% $971K $152.69
2025 Q1 REDUCED 7,241 -692 -8.7% 0.02% $1.1M $143.18
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SIZE price (monthly, adj. close)

Other funds also holding SIZE

As of 2025 Q4 — sorted by position size

Trinity Wealth Management, LLC 3Y 6.68% Strategic Financial Services, Inc. 3Y 7Y 0.79% 46 Peaks LLC 0.18% BCGM Wealth Management, LLC 3Y 0.16% GTS SECURITIES LLC 0.07% Cypress Wealth Services, LLC 3Y 7Y 0.06% Keystone Financial Group 3Y 7Y 0.05% Lido Advisors, LLC 3Y 7Y 0.05% Strategic Blueprint, LLC 3Y 7Y 0.04% Rockefeller Capital Management L.P. 3Y 7Y 0.02%
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