Who owns iShares Morningstar Small Core Idx?

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Analyze quarterly positions in iShares Morningstar Small Core Idx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Morningstar Small Core Idx stock

Who bought or sold iShares Morningstar Small Core Idx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 374k $18M 2% Sep 2023
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H D Vest Advisory Services 189k $10M 3% Dec 2023
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LPL Financial 133k $6.3M -2% Sep 2023
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Atria Wealth Solutions 63k $3.4M -1% Dec 2023
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Wells Fargo & Company 61k $3.3M 202% Dec 2023
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Bank of America Corporation 52k $2.8M 4% Dec 2023
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Goldman Sachs Group 44k $2.3M 0% Dec 2023
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Gladstone Institutional Advisory 43k $2.3M 2% Dec 2023
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Goldstein Advisors 40k $2.2M -3% Dec 2023
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Ameriprise Financial 38k $1.8M -3% Sep 2023
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Commonwealth Equity Services 35k $1.9M 45% Dec 2023
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Brand Asset Management Group 34k $1.8M 6% Dec 2023
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Advisor Group Holdings 31k $1.7M -19% Dec 2023
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UBS Group 31k $1.7M 0% Dec 2023
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Rockefeller Capital Management 29k $1.6M 100% Dec 2023
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HighTower Advisors 27k $1.4M 0% Dec 2023
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Rsm Us Wealth Management 24k $1.3M 1% Dec 2023
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Mercer Global Advisors 23k $1.2M -2% Dec 2023
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Nations Financial Group 22k $1.2M 0% Dec 2023
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Aveo Capital Partners 20k $1.1M 0% Dec 2023
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CI Private Wealth 19k $1.0M 2% Dec 2023
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Susquehanna International 15k $722k 104% Sep 2023
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Envestnet Asset Management 15k $692k 15% Sep 2023
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Raymond James Financial Services Advisors 14k $732k -5% Dec 2023
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Richwood Investment Advisors 13k $721k 0% Dec 2023
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Perigon Wealth Management 11k $578k 1% Dec 2023
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Raymond James & Associates 11k $572k -10% Dec 2023
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First Republic Investment Management 10k $481k -1% Sep 2023
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Cambridge Investment Research Advisors 9.1k $486k -4% Dec 2023
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Level Four Advisory Services 8.7k $468k 0% Dec 2023
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Private Advisor 8.7k $465k -5% Dec 2023
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Parsons Capital Management 8.4k $450k 0% Dec 2023
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Citigroup 8.2k $441k 15% Dec 2023
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Pnc Financial Services 8.0k $429k 0% Dec 2023
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Kestra Advisory Services 7.9k $426k 2% Dec 2023
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Financial Network Investment Corporation 7.9k $370k 2% Sep 2023
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Mml Investors Services 7.6k $359k 58% Sep 2023
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Mariner Wealth Advisors 7.5k $402k 24% Dec 2023
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Signature Securities Group Corporation 7.2k $387k 11% Dec 2023
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Royal Bank of Canada 6.0k $321k -76% Dec 2023
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Pps&v Asset Management Consultants 6.0k $320k 1% Dec 2023
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Continuum Wealth Advisors 4.1k $221k 100% Dec 2023
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Janney Montgomery Scott 4.0k $215k 100% Dec 2023
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Beacon Pointe Advisors 3.9k $207k 100% Dec 2023
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Merit Financial Group 3.8k $201k 100% Dec 2023
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Bartlett & Co. 3.6k $195k 0% Dec 2023
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Bartlett & Co. Wealth Management 3.6k $195k 0% Dec 2023
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Franklin Resources 3.5k $188k 0% Dec 2023
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Northwestern Mutual Wealth Management Company 3.3k $153k 0% Sep 2023
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Nbc Securities 2.3k $122k 0% Dec 2023
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FinTrust Capital Advisors 2.1k $101k 0% Sep 2023
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Farther Finance Advisors 1.6k $83k 0% Dec 2023
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FMR 1.3k $62k -21% Sep 2023
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Steward Partners Investment Advisory 1.1k $61k 0% Dec 2023
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Matrix Private Capital Group 792.00 $38k 0% Sep 2023
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Brian McDonald 609.00 $29k 100% Sep 2023
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Highlander Capital Management 608.00 $33k 0% Dec 2023
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EverSource Wealth Advisors 574.00 $31k 0% Dec 2023
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Jones Financial Companies, L.L 423.00 $20k 100% Sep 2023
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TSFG 420.00 $23k 0% Dec 2023
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Principal Securities 416.00 $22k 100% Dec 2023
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Colonial Asset Management 372.00 $18k 0% Sep 2023
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Washington Trust Company 300.00 $16k 0% Dec 2023
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Cape Investment Advisory 300.00 $16k 0% Dec 2023
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Global Retirement Partners 287.00 $15k 0% Dec 2023
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Key FInancial 265.00 $14k 100% Dec 2023
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Creative Financial Designs 230.00 $12k 100% Dec 2023
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Huntington National Bank 224.00 $12k 0% Dec 2023
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Archer Investment Corp 208.00 $11k 0% Dec 2023
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Focused Wealth Management 193.00 $10k 1% Dec 2023
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Russell Investments 119.00 $6.4k 1% Dec 2023
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Sunbelt Securities 80.00 $4.3k 0% Dec 2023
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Jpmorgan Chase & Co 36.00 $1.9k 0% Dec 2023
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Who sold out of iShares Morningstar Small Core Idx?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Sep 2023 64k $3.0M
Milestone Group Sep 2023 856.00 $41k
Coastal Investment Advisors Sep 2023 400.00 $20k
Westside Investment Management Sep 2023 160.00 $7.5k
Cary Street Partner Investment Advisory Sep 2023 120.00 $5.6k