Who owns Ishares Tr rus200 val idx?

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Analyze quarterly positions in Ishares Tr rus200 val idx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr rus200 val idx stock

Who bought or sold Ishares Tr rus200 val idx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Tiaa Trust, National Association 8.9M $628M -1% Dec 2023
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Envestnet Portfolio Solutions 6.1M $429M 100% Dec 2023
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First Citizens Bank & Trust 5.7M $402M -10% Dec 2023
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AE Wealth Management 1.9M $133M 9% Dec 2023
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First Citizens Asset Management 693k $49M 34% Dec 2023
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Pegasus Partners 637k $45M 128% Dec 2023
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Branch Banking & Trust Company 441k $31M -15% Dec 2023
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Bryn Mawr Trust 339k $22M -1% Sep 2023
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UBS Group 290k $20M 1% Dec 2023
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Compton Wealth Advisory Group 249k $18M 11% Dec 2023
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Bp Wealth Management 246k $17M 2010% Dec 2023
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Commonwealth Equity Services 229k $16M 0% Dec 2023
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Goss Wealth Management 228k $15M 36% Sep 2023
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Jpmorgan Chase & Co 204k $14M 254% Dec 2023
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9258 Wealth Management 203k $14M 8% Dec 2023
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Horst & Graben Wealth Management 200k $14M 8% Dec 2023
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Bank of America Corporation 188k $13M 1% Dec 2023
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Simplicity Wealth 168k $12M -5% Dec 2023
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Wells Fargo & Company 166k $12M 4% Dec 2023
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Morgan Stanley 141k $9.2M -8% Sep 2023
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Kestra Private Wealth Services 138k $9.7M 8% Dec 2023
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Ameriprise Financial 130k $8.5M 9% Sep 2023
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Royal Bank of Canada 102k $7.2M -2% Dec 2023
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Kingdom Financial Group 98k $6.9M -4% Dec 2023
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Wsfs Capital Management 88k $6.2M 63% Dec 2023
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B.O.S.S. Retirement Advisors 64k $4.5M -2% Dec 2023
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Mml Investors Services 63k $4.1M -17% Sep 2023
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Raymond James & Associates 58k $4.1M 11% Dec 2023
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SOA Wealth Advisors 57k $4.0M 95% Dec 2023
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LPL Financial 55k $3.6M 5% Sep 2023
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Csenge Advisory Group 55k $3.6M 8% Sep 2023
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Harbor Investment Advisory 52k $3.7M 0% Dec 2023
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Goldman Sachs Group 47k $3.3M -15% Dec 2023
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HighTower Advisors 45k $3.2M -73% Dec 2023
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Integrated Wealth Concepts 38k $2.5M -30% Sep 2023
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Captrust Financial Advisors 36k $2.5M 117% Dec 2023
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Cambridge Investment Research Advisors 34k $2.4M 17% Dec 2023
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Ing Investment Management 34k $2.2M -86% Sep 2023
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Family Wealth Group 33k $2.3M 100% Dec 2023
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Oppenheimer & Co 32k $2.1M 0% Sep 2023
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Raymond James Financial Services Advisors 31k $2.2M -2% Dec 2023
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First Republic Investment Management 31k $2.0M -5% Sep 2023
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Global Wealth Management Investment Advisory 31k $2.1M -13% Dec 2023
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Financial Network Investment Corporation 28k $1.8M 3% Sep 2023
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Atria Investments 27k $1.9M 62% Dec 2023
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Northwestern Mutual Wealth Management Company 25k $1.7M -3% Sep 2023
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Foundations Investment Advisors 24k $1.7M -46% Dec 2023
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NinePointTwo Capital 23k $1.6M 0% Dec 2023
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Ausdal Financial Partners 22k $1.6M 0% Dec 2023
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Rockefeller Capital Management 21k $1.5M 1% Dec 2023
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Susquehanna International 21k $1.4M 50% Sep 2023
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Baystate Wealth Management 20k $1.4M -4% Dec 2023
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Peterson Financial Group 18k $1.2M -13% Dec 2023
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Arcadia Wealth Management 17k $1.2M -6% Dec 2023
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Waldron 17k $1.2M 0% Dec 2023
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McKinley Carter Wealth Services 17k $1.2M -57% Dec 2023
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Mason & Associates 16k $1.1M -95% Dec 2023
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Strategic Equity Management 15k $1.1M -89% Dec 2023
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Pnc Financial Services 15k $1.1M 0% Dec 2023
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Country Club Bank 15k $1.1M 0% Dec 2023
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Resources Investment Advisors 15k $983k -23% Sep 2023
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Venture Visionary Partners 15k $1.0M 1% Dec 2023
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Mariner Wealth Advisors 14k $995k 18% Dec 2023
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Strategic Blueprint 14k $963k 100% Dec 2023
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Envestnet Asset Management 13k $873k -100% Sep 2023
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Fifth Third Bancorp 12k $805k 0% Dec 2023
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M^T Bank Corporation 10k $719k 0% Dec 2023
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Kohmann Bosshard Financial Services 9.4k $660k 0% Dec 2023
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MBL Wealth 9.1k $639k -1% Dec 2023
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Proficio Capital Partners 8.7k $568k 0% Sep 2023
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Clarus Wealth Advisors 7.7k $534k -3% Dec 2023
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Synovus Financial Corp. 7.7k $500k -3% Sep 2023
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Pineridge Advisors 7.6k $532k 100% Dec 2023
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Advisor Group Holdings 7.5k $523k -49% Dec 2023
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Maripau Wealth Management 7.4k $522k -10% Dec 2023
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Flow Traders US 6.9k $484k -19% Dec 2023
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Prospera Financial Services 6.8k $477k -12% Dec 2023
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One Wealth Advisors 6.3k $413k 0% Sep 2023
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GenWealth Group 5.8k $410k 0% Dec 2023
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Arkadios Wealth Advisors 5.8k $408k 100% Dec 2023
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Tower Research Capital 5.8k $378k 8% Sep 2023
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Glenmede Trust Company 5.2k $342k 0% Sep 2023
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J.w. Cole Advisors 5.1k $357k 1% Dec 2023
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Bank Of Montreal 5.1k $356k 38869% Dec 2023
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MAI Wealth Advisors 5.0k $354k 27% Dec 2023
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Oak Harvest Investment Services 5.0k $349k -14% Dec 2023
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Leo Wealth 4.9k $365k 100% Dec 2023
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Wagner Bowman Management 4.9k $344k 23% Dec 2023
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Meridian Wealth Management 4.9k $341k -50% Dec 2023
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Sawtooth Asset Management 4.6k $325k 100% Dec 2023
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Laurel Wealth Advisors 4.6k $301k 0% Sep 2023
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Franklin Resources 4.6k $321k -15% Dec 2023
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Brown Brothers Harriman & Co. 4.6k $320k 0% Dec 2023
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Silverlake Wealth Management 4.3k $298k 0% Dec 2023
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FMR 3.9k $258k -11% Sep 2023
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Pacific Financial Group 3.8k $266k 0% Dec 2023
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Anchor Capital Advisors 3.8k $266k 0% Dec 2023
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Pallas Capital Advisors 3.8k $264k -51% Dec 2023
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Yoder Wealth Management 3.7k $263k 100% Dec 2023
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Oliver Lagore Vanvalin Investment Group 3.7k $262k -64% Dec 2023
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Ballast Advisors 3.6k $253k 0% Dec 2023
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Renaissance Technologies 3.4k $222k -61% Sep 2023
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Janney Montgomery Scott 3.4k $237k -3% Dec 2023
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William Blair $ Company 3.3k $232k 0% Dec 2023
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Wealthsource Partners 3.2k $222k 100% Dec 2023
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Continuum Advisory 3.1k $219k 0% Dec 2023
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Qrg Capital Management 3.0k $207k 100% Dec 2023
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Citadel Advisors 2.9k $201k -49% Dec 2023
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FTB Advisors 2.7k $190k 0% Dec 2023
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Goodman & Company, Investment Counsel 2.3k $151k 0% Sep 2023
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Sound Income Strategies 2.1k $147k -38% Dec 2023
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CWM 2.1k $145k 0% Dec 2023
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SCBT Financial Corporation 1.9k $133k 100% Dec 2023
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Key FInancial 1.8k $126k 0% Dec 2023
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Creekmur Asset Management 1.7k $118k 100% Dec 2023
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Milestone Group 1.6k $113k 0% Dec 2023
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Colonial Trust Co / SC 1.4k $94k 0% Sep 2023
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Qube Research & Technologies 1.3k $82k 100% Sep 2023
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GPS Wealth Strategies Group 1.2k $83k 0% Dec 2023
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Us Bancorp 886.00 $62k 0% Dec 2023
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Spire Wealth Management 758.00 $53k 0% Dec 2023
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Cedar Mountain Advisors 732.00 $51k 0% Dec 2023
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Mine & Arao Wealth Creation & Management 500.00 $35k 0% Dec 2023
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Gradient Investments 439.00 $31k 0% Dec 2023
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Anchor Investment Management 400.00 $28k 0% Dec 2023
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Bessemer 350.00 $25k 0% Dec 2023
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Proequities 297.00 $21M 0% Dec 2023
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D. J. St. Germain 294.00 $21k 0% Dec 2023
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Harbour Investments 289.00 $20k 1% Dec 2023
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Tucker Asset Management 284.00 $20k 398% Dec 2023
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Cherry Tree Wealth Management 267.00 $19k 0% Dec 2023
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Brian McDonald 261.00 $17k 100% Sep 2023
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Colonial Asset Management 222.00 $15k 0% Sep 2023
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FinTrust Capital Advisors 160.00 $11k 100% Sep 2023
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M&r Capital Management 124.00 $8.7k 0% Dec 2023
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New Millennium Group 112.00 $7.9k 0% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 66.00 $4.7k 2% Dec 2023
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Life Planning Partners 40.00 $2.8k 100% Dec 2023
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Advisory Services Network 40.00 $2.8k -99% Dec 2023
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Van Eck Associates Corp. 34.00 $2.0k 100% Dec 2023
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Who sold out of Ishares Tr rus200 val idx?

Fund or Company Name Date Sold Shares Held Valued At
CFS Investment Advisory Services Jun 2023 19k $1.3M
True Link Financial Advisors Sep 2023 14k $897k
Jane Street Sep 2023 5.2k $338k
Townsquare Capital Sep 2023 3.1k $201k
BluePath Capital Management Sep 2023 2.7k $175k
Authentikos Wealth Advisory Sep 2023 637.00 $42k
Bank Of Oklahoma National Association / Sep 2023 304.00 $19k
FNY Investment Advisers Sep 2023 100.00 $6.0k
Emerald Investment Partners Sep 2023 81.00 $5.3k