Who owns iShares S&P 1500 Index Fund?
- Ticker: ITOT
- CUSIP Number: 464287150
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 1500 Index Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P 1500 Index Fund stock
Who bought or sold iShares S&P 1500 Index Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 49M | $5.2B | 0% | Dec 2023 |
|
| Betterment | 13M | $1.4B | -1% | Dec 2023 |
|
| Alliancebernstein | 8.6M | $900M | 1% | Dec 2023 |
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| Charles Schwab Investment Management | 8.5M | $898M | -9% | Dec 2023 |
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| Bank of America Corporation | 5.9M | $624M | 5% | Dec 2023 |
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| Wealthfront Advisers | 5.1M | $590M | 8% | Mar 2024 |
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| SigFig Wealth Management | 3.6M | $381M | 0% | Dec 2023 |
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| Ronald Blue Trust | 3.6M | $339M | 0% | Dec 2023 |
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| Parallel Advisors | 3.4M | $361M | 1% | Dec 2023 |
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| Ballentine Partners | 3.3M | $375M | 0% | Mar 2024 |
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| Cisco Systems | 3.1M | $359M | -12% | Mar 2024 |
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| Stifel Financial | 3.0M | $311M | -3% | Dec 2023 |
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| Buckingham Asset Management | 2.6M | $273M | 37% | Dec 2023 |
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| HPM Partners | 2.3M | $238M | 2% | Dec 2023 |
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| Creative Planning | 2.2M | $237M | -4% | Dec 2023 |
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| Empower Advisory Group | 2.2M | $228M | -18% | Dec 2023 |
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| AlTi Global | 2.2M | $228M | 100% | Dec 2023 |
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| Hanson McClain Advisors | 1.8M | $192M | 6% | Dec 2023 |
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| Buckingham Strategic Partners | 1.8M | $190M | 16% | Dec 2023 |
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| Commonwealth Equity Services | 1.7M | $182M | -5% | Dec 2023 |
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| TD Capital Management | 1.7M | $176M | -1% | Dec 2023 |
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| Advisor Group Holdings | 1.6M | $171M | -27% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.4M | $144M | 55% | Dec 2023 |
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| UBS Group | 1.3M | $138M | 1% | Dec 2023 |
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| Prime Capital Investment Advisors | 1.3M | $135M | 33% | Dec 2023 |
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| Pegasus Partners | 1.3M | $134M | 7% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.2M | $143M | 4% | Mar 2024 |
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| Evensky & Katz | 1.2M | $139M | 5% | Mar 2024 |
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| HighTower Advisors | 1.1M | $120M | -2% | Dec 2023 |
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| Cobblestone Capital Advisors | 1.1M | $113M | 2% | Dec 2023 |
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| Mariner Wealth Advisors | 1.0M | $110M | -11% | Dec 2023 |
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| Elm Partners Management | 1.0M | $108M | 11% | Dec 2023 |
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| Disciplina Capital Management | 1.0M | $107M | 100% | Dec 2023 |
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| Royal Bank of Canada | 991k | $104M | -4% | Dec 2023 |
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| Klaas Financial Asset Advisors | 969k | $102M | -1% | Dec 2023 |
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| O'Brien Wealth Partners | 943k | $109M | -3% | Mar 2024 |
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| True Link Financial Advisors | 851k | $98M | 1% | Mar 2024 |
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| Goldstein Advisors | 820k | $86M | 1% | Dec 2023 |
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| HB Wealth Management | 819k | $86M | 0% | Dec 2023 |
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| Johnson Bixby & Associates | 818k | $94M | 1% | Mar 2024 |
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| Kingsview Wealth Management | 793k | $84M | 49% | Dec 2023 |
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| Duff & Phelps Investment Management | 758k | $80M | 0% | Dec 2023 |
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| Winthrop Advisory Group | 716k | $83M | 5% | Mar 2024 |
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| Zhang Financial | 694k | $73M | 1% | Dec 2023 |
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| Reliant Wealth Planning | 687k | $72M | 12% | Dec 2023 |
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| Ullmann Financial | 670k | $71M | -4% | Dec 2023 |
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| Raymond James & Associates | 622k | $72M | -4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 610k | $70M | 4% | Mar 2024 |
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| Goldman Sachs Group | 609k | $64M | 167% | Dec 2023 |
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| Massey, Quick & Co | 555k | $64M | 0% | Mar 2024 |
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| Ancora Advisors | 555k | $58M | -2% | Dec 2023 |
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| Heritage Wealth Advisors | 536k | $56M | -2% | Dec 2023 |
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| Claar Advisors | 532k | $56M | 22% | Dec 2023 |
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| Executive Wealth Management | 531k | $56M | 37% | Dec 2023 |
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| Facet Wealth | 504k | $55M | -7% | Dec 2023 |
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| Partners Capital Investment Group | 486k | $51M | 49% | Dec 2023 |
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| Spectrum Strategic Capital Management | 473k | $50M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 471k | $50M | 1% | Dec 2023 |
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| Fundamentun | 464k | $54M | 0% | Mar 2024 |
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| Hsbc Holdings | 456k | $48M | -1% | Dec 2023 |
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| jvl associates | 456k | $53M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 446k | $52M | -2% | Mar 2024 |
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| TRUE Private Wealth Advisors | 422k | $44M | 9% | Dec 2023 |
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| Vantage Financial Partners | 414k | $44M | -8% | Dec 2023 |
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| BKD Wealth Advisors | 413k | $48M | -29% | Mar 2024 |
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| Mercer Global Advisors | 402k | $42M | 25% | Dec 2023 |
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| William Blair $ Company | 388k | $41M | 12% | Dec 2023 |
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| Bp Wealth Management | 385k | $41M | -55% | Dec 2023 |
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| Mission Wealth Management | 384k | $40M | -4% | Dec 2023 |
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| Pure Financial Advisors | 368k | $42M | -6% | Mar 2024 |
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| Geneos Wealth Management | 365k | $38M | -1% | Dec 2023 |
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| Crestwood Advisors | 359k | $38M | 0% | Dec 2023 |
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| Truepoint | 352k | $37M | -3% | Dec 2023 |
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| Kestra Advisory Services | 352k | $37M | 2% | Dec 2023 |
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| Smallwood Wealth Investment Management | 345k | $36M | 2% | Dec 2023 |
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| Apex Investment Services | 343k | $36M | -1% | Dec 2023 |
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| Orion Portfolio Solutions | 336k | $35M | -5% | Dec 2023 |
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| Vatera Holdings | 334k | $35M | -3% | Dec 2023 |
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| Private Advisor | 327k | $34M | 10% | Dec 2023 |
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| Us Bancorp | 325k | $34M | 17% | Dec 2023 |
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| Tolleson Wealth Management | 319k | $34M | 11% | Dec 2023 |
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| BLB^B Advisors | 317k | $33M | 11% | Dec 2023 |
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| Strategic Point Investment Advisors | 312k | $33M | -1% | Dec 2023 |
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| CWM | 312k | $36M | 51% | Mar 2024 |
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| Pathstone Holdings | 311k | $33M | 100% | Dec 2023 |
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| Capital Analysts | 307k | $32M | 0% | Dec 2023 |
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| ValMark Advisers | 307k | $32M | -3% | Dec 2023 |
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| Financial Designs Corp | 303k | $35M | -3% | Mar 2024 |
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| Captrust Financial Advisors | 300k | $32M | 13% | Dec 2023 |
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| Eldridge Investment Advisors | 292k | $31M | 4% | Dec 2023 |
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| CI Private Wealth | 280k | $30M | 10% | Dec 2023 |
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| BCGM Wealth Management | 280k | $29M | -2% | Dec 2023 |
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| Regatta Capital Group | 277k | $32M | 79% | Mar 2024 |
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| Caprock | 274k | $29M | 0% | Dec 2023 |
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| Cigna Investments Inc /new | 273k | $32M | -6% | Mar 2024 |
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| Kovitz Investment Group Partners | 270k | $28M | -3% | Dec 2023 |
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| Lido Advisors | 269k | $28M | 6% | Dec 2023 |
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| United Capital Financial Advisers | 240k | $25M | -32% | Dec 2023 |
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| Delap Wealth Advisory | 238k | $25M | 103% | Dec 2023 |
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| Sendero Wealth Management | 236k | $27M | 0% | Mar 2024 |
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| Legacy Financial Advisors | 234k | $25M | -64% | Dec 2023 |
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| Patton Albertson & Miller | 232k | $27M | -5% | Mar 2024 |
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| Beacon Pointe Advisors | 231k | $24M | -22% | Dec 2023 |
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| Colony | 228k | $24M | 100% | Dec 2023 |
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| Legacy Private Trust | 226k | $26M | -3% | Mar 2024 |
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| Alaska Permanent Capital Management | 224k | $26M | 6% | Mar 2024 |
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| Monticello Wealth Management | 219k | $23M | -40% | Dec 2023 |
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| Monashee Investment Management | 217k | $23M | 100% | Dec 2023 |
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| Whitney & Company | 208k | $22M | 0% | Dec 2023 |
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| Benchmark Financial Wealth Advisors | 198k | $23M | 1% | Mar 2024 |
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| Monument Capital Management | 198k | $23M | 135% | Mar 2024 |
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| Astoria Strategic Wealth | 198k | $21M | -2% | Dec 2023 |
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| Heritage Financial Services | 193k | $20M | -6% | Dec 2023 |
|
| Durante & Waters | 191k | $20M | 100% | Dec 2023 |
|
| Ironsides Asset Advisors | 187k | $20M | -9% | Dec 2023 |
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| Family Wealth Partners | 185k | $21M | 59% | Mar 2024 |
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| Dohj | 184k | $21M | -16% | Mar 2024 |
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| JGP Wealth Management | 183k | $21M | -3% | Mar 2024 |
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| Financial Partners Group | 181k | $19M | 1% | Dec 2023 |
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| Cynosure Management | 180k | $20M | 16% | Dec 2023 |
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| KM Capital Management | 180k | $19M | -5% | Dec 2023 |
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| Atria Wealth Solutions | 179k | $19M | 17% | Dec 2023 |
|
| IFP Advisors | 179k | $19M | 13% | Dec 2023 |
|
| Cherrydale Wealth Management | 175k | $20M | -3% | Mar 2024 |
|
| Stokes Family Office | 174k | $18M | -23% | Dec 2023 |
|
| Regent Peak Wealth Advisors | 173k | $18M | -15% | Dec 2023 |
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| UMA Financial Services | 170k | $19M | -7% | Mar 2024 |
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| MontVue Capital Management | 169k | $18M | 100% | Dec 2023 |
|
| Aletheian Wealth Advisors | 168k | $19M | 6% | Mar 2024 |
|
| Litman Gregory Asset Management | 165k | $17M | 0% | Dec 2023 |
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| Thoroughbred Financial Services | 164k | $17M | 0% | Dec 2023 |
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| Advisory Services Network | 157k | $17M | 0% | Dec 2023 |
|
| Brookstone Capital Management | 156k | $18M | -45% | Mar 2024 |
|
| The Allstate Corporation | 155k | $16M | -8% | Dec 2023 |
|
| Tortoise Investment Management | 154k | $16M | -4% | Dec 2023 |
|
| H D Vest Advisory Services | 154k | $16M | 22% | Dec 2023 |
|
| CliftonLarsonAllen Wealth Advisors | 154k | $16M | -3% | Dec 2023 |
|
| Northwest Wealth Management | 153k | $16M | 19% | Dec 2023 |
|
| Bank of New York Mellon | 151k | $16M | -6% | Dec 2023 |
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| Weatherly Asset Management | 151k | $17M | 0% | Mar 2024 |
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| Gleason Group | 148k | $17M | 0% | Mar 2024 |
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| Cosner Financial Group | 148k | $16M | 1% | Dec 2023 |
|
| Planned Solutions | 148k | $16M | -1% | Dec 2023 |
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| AE Wealth Management | 146k | $16M | 2% | Dec 2023 |
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| Northeast Financial Consultants | 141k | $15M | 363% | Dec 2023 |
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| Nwam | 140k | $15M | 7% | Dec 2023 |
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| Friedenthal Financial | 140k | $15M | 1% | Dec 2023 |
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| Life Planning Partners | 139k | $15M | 100% | Dec 2023 |
|
| Plan | 139k | $15M | -3% | Dec 2023 |
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| Crescent Grove Advisors | 137k | $14M | 1% | Dec 2023 |
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| Aft, Forsyth & Sober | 136k | $14M | -7% | Dec 2023 |
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| Solano Wealth Management | 135k | $14M | -5% | Dec 2023 |
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| Asset Dedication | 131k | $15M | -11% | Mar 2024 |
|
| First Foundation Advisors | 131k | $14M | -14% | Dec 2023 |
|
| Opus Investment Management | 62k | $6.5M | -75% | Dec 2023 |
|
| Keystone Financial Group | 37k | $3.9M | -83% | Dec 2023 |
|
| Koshinski Asset Management | 4.5k | $477k | -97% | Dec 2023 |
|
| Retirement Capital Strategies | 3.0k | $311k | -99% | Dec 2023 |
|
Who sold out of iShares S&P 1500 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Taiyo Life Insurance | Sep 2023 | 578k | $54M |
| Advocacy Wealth Management Services | Dec 2023 | 564k | $59M |
| Brighton Jones | Sep 2023 | 150k | $14M |