Who owns Ishares Tr edge msci minm?
- Ticker: SMMV
- CUSIP Number: 46435g433
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr edge msci minm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr edge msci minm stock
Who bought or sold Ishares Tr edge msci minm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James & Associates | 13M | $483M | 2% | Mar 2024 |
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| Mercer Global Advisors | 4.3M | $155M | 13% | Dec 2023 |
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| Bank of America Corporation | 1.1M | $38M | -4% | Dec 2023 |
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| Raymond James Financial Services Advisors | 413k | $16M | 3% | Mar 2024 |
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| Wealth Management Resources | 328k | $12M | 3% | Mar 2024 |
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| Commonwealth Equity Services | 219k | $8.2M | -13% | Mar 2024 |
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| UBS Group | 155k | $5.5M | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 141k | $5.3M | -3% | Mar 2024 |
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| Raymond James Trust | 140k | $5.2M | 10% | Mar 2024 |
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| Wade Financial Advisory | 128k | $4.6M | -12% | Dec 2023 |
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| Summit Global Investments | 127k | $4.8M | -2% | Mar 2024 |
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| Brickley Wealth Management | 127k | $4.8M | 0% | Mar 2024 |
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| Creative Planning | 93k | $3.3M | -8% | Dec 2023 |
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| Beacon Pointe Advisors | 92k | $3.3M | -11% | Dec 2023 |
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| Royal Bank of Canada | 48k | $1.7M | 1% | Dec 2023 |
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| Steward Partners Investment Advisory | 45k | $1.6M | 2% | Dec 2023 |
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| High Net Worth Advisory Group | 45k | $1.7M | 0% | Mar 2024 |
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| Citadel Advisors | 45k | $1.6M | 75% | Dec 2023 |
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| Apollon Wealth Management | 43k | $1.5M | 12% | Dec 2023 |
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| Armbruster Capital Management | 41k | $1.5M | 26% | Dec 2023 |
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| Burns Matteson Capital Management | 40k | $1.4M | -3% | Dec 2023 |
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| Sage Mountain Advisors | 33k | $1.2M | 0% | Mar 2024 |
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| Kestra Advisory Services | 33k | $1.2M | -41% | Dec 2023 |
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| Retirement Network | 29k | $1.0M | -8% | Dec 2023 |
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| Consolidated Planning Corp | 27k | $975k | 100% | Dec 2023 |
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| Axxcess Wealth Management | 27k | $969k | -1% | Dec 2023 |
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| Wells Fargo & Company | 25k | $892k | -22% | Dec 2023 |
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| Private Advisor | 23k | $867k | 7% | Mar 2024 |
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| Aurum Wealth Management Group | 23k | $808k | 1% | Dec 2023 |
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| Patriot Investment Management | 21k | $778k | 7% | Mar 2024 |
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| Resource Planning Group | 19k | $692k | 100% | Dec 2023 |
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| Mosaic Family Wealth Partners | 17k | $605k | -8% | Dec 2023 |
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| Branch Banking & Trust Company | 17k | $597k | 1% | Dec 2023 |
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| Prime Capital Investment Advisors | 16k | $552k | 100% | Dec 2023 |
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| Two Sigma Investments | 14k | $496k | 1% | Dec 2023 |
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| Fortune Financial Advisors | 14k | $510k | -3% | Mar 2024 |
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| HBK Sorce Advisory | 14k | $480k | -2% | Dec 2023 |
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| Captrust Financial Advisors | 13k | $460k | -5% | Dec 2023 |
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| Adamsbrown Wealth Consultants | 13k | $467k | 2% | Mar 2024 |
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| Global Assets Advisory | 12k | $332k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 12k | $456k | -14% | Mar 2024 |
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| Advisor Group Holdings | 11k | $394k | -51% | Dec 2023 |
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| TBH Global Asset Management | 11k | $379k | -29% | Dec 2023 |
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| Jpmorgan Chase & Co | 8.7k | $311k | 277% | Dec 2023 |
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| Thoroughbred Financial Services | 8.5k | $304k | -9% | Dec 2023 |
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| Rsm Us Wealth Management | 8.1k | $290k | 12% | Dec 2023 |
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| Concurrent Investment Advisors | 7.1k | $254k | 100% | Dec 2023 |
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| Buckingham Strategic Partners | 7.1k | $254k | -5% | Dec 2023 |
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| DB Wealth Management Group | 7.1k | $253k | -45% | Dec 2023 |
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| First Citizens Bank & Trust | 7.0k | $263k | 0% | Mar 2024 |
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| Ameritas Advisory Services | 6.9k | $246k | -42% | Dec 2023 |
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| First Bank & Trust | 6.5k | $242k | 100% | Mar 2024 |
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| Harbour Investments | 6.3k | $227k | 2% | Dec 2023 |
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| Moloney Securities Asset Management | 6.1k | $218k | 0% | Dec 2023 |
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| H D Vest Advisory Services | 6.0k | $213k | -2% | Dec 2023 |
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| Financial Advisors | 5.9k | $209k | 100% | Dec 2023 |
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| Raymond James Trust Co. Of Nh | 5.8k | $216k | 2% | Mar 2024 |
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| S.A. Mason | 4.6k | $174k | -5% | Mar 2024 |
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| Criterion Capital Advisors | 3.9k | $146k | -70% | Mar 2024 |
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| Wetzel Investment Advisors | 3.8k | $136k | -4% | Mar 2024 |
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| Spire Wealth Management | 3.0k | $112k | 0% | Mar 2024 |
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| Stephens Consulting | 2.3k | $87k | 0% | Mar 2024 |
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| Provident Wealth Management | 1.8k | $66k | 0% | Mar 2024 |
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| Summit Investment Advisors | 1.6k | $56k | 5% | Dec 2023 |
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| EverSource Wealth Advisors | 1.3k | $48k | 612% | Dec 2023 |
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| Global Retirement Partners | 1.2k | $43k | 0% | Mar 2024 |
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| Front Row Advisors | 1.1k | $38k | -3% | Dec 2023 |
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| Pacific Center for Financial Services | 834.00 | $30k | -47% | Dec 2023 |
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| ORG Partners | 823.00 | $29k | 69% | Dec 2023 |
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| Huntington National Bank | 745.00 | $27k | 74400% | Dec 2023 |
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| Us Bancorp | 669.00 | $24k | 0% | Dec 2023 |
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| Pnc Financial Services | 558.00 | $20k | 377% | Dec 2023 |
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| Beacon Capital Management | 555.00 | $18k | 0% | Dec 2023 |
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| Aspect Partners | 379.00 | $14k | 100% | Dec 2023 |
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| William Blair $ Company | 317.00 | $11k | 100% | Dec 2023 |
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| Advisory Services Network | 245.00 | $8.7k | 100% | Dec 2023 |
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| Hartland & Co | 242.00 | $8.6k | 0% | Dec 2023 |
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| Sugarloaf Wealth Management | 238.00 | $8.9k | 0% | Mar 2024 |
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| IFP Advisors | 226.00 | $8.1k | 1% | Dec 2023 |
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| Transamerica Financial Advisors | 224.00 | $8.0k | -100% | Dec 2023 |
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| Indiana Trust & Investment Management | 191.00 | $7.2k | 100% | Mar 2024 |
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| Wolff Wiese Magana | 180.00 | $6.7k | 0% | Mar 2024 |
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| DHJJ Financial Advisors | 163.00 | $6.1k | 0% | Mar 2024 |
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| American Capital Advisory | 154.00 | $5.3k | 862% | Mar 2024 |
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| Founders Financial Alliance | 130.00 | $4.6k | -33% | Dec 2023 |
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| Geneos Wealth Management | 118.00 | $4.2k | -91% | Dec 2023 |
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| PFG Private Wealth Management | 74.00 | $2.8k | 0% | Mar 2024 |
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| Coppell Advisory Solutions | 68.00 | $2.4k | 100% | Dec 2023 |
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| Archer Investment Corp | 67.00 | $2.4k | 0% | Dec 2023 |
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| Capital Investment Advisory Services | 61.00 | $2.3k | 0% | Mar 2024 |
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| Hazlett, Burt & Watson | 56.00 | $2.0k | 0% | Mar 2024 |
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| Castleview Partners | 40.00 | $1.4k | -97% | Dec 2023 |
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| Sachetta | 39.00 | $1.4k | 100% | Dec 2023 |
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| Tyler-Stone Wealth Management | 29.00 | $1.0k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 13.00 | $486.999500 | -96% | Mar 2024 |
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| Future Financial Wealth Managment | 1.00 | $37.000000 | 100% | Mar 2024 |
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| Global Wealth Strategies & Associates | 1.00 | $22.000000 | 0% | Dec 2023 |
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| CWM | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Ishares Tr edge msci minm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 27k | $890k |
| Intelligence Driven Advisers | Sep 2023 | 9.0k | $293k |
| Confluence Wealth Services | Dec 2023 | 7.5k | $268k |
| Princeton Global Asset Management | Dec 2023 | 6.6k | $235k |
| Hibernia Wealth Partners | Sep 2023 | 5.1k | $169k |
| FTB Advisors | Dec 2023 | 406.00 | $15k |
| Asset Dedication | Dec 2023 | 406.00 | $14k |
| FNY Investment Advisers | Sep 2023 | 300.00 | $9.0k |
| Aspire Wealth Management Corp | Dec 2023 | 228.00 | $8.1k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 189.00 | $6.7k |
| Hallmark Capital Management | Sep 2023 | 109.00 | $3.6k |
| Assetmark | Sep 2023 | 32.00 | $1.1k |