Who owns Ishares Tr msci usa small?
- Ticker: ESML
- CUSIP Number: 46435u663
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr msci usa small with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr msci usa small stock
Who bought or sold Ishares Tr msci usa small this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Putnam Fl Investment Management | 2.1M | $84M | 2% | Mar 2024 |
|
| Goldman Sachs Group | 2.0M | $77M | -4% | Dec 2023 |
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| Tiaa Trust, National Association | 1.8M | $67M | 19% | Dec 2023 |
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| Vontobel Holding | 1.6M | $61M | 0% | Dec 2023 |
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| Creative Planning | 1.3M | $48M | 5% | Dec 2023 |
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| Fiduciary Trust Company | 924k | $35M | 0% | Dec 2023 |
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| M^T Bank Corporation | 749k | $30M | 18% | Mar 2024 |
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| Pathstone Holdings | 498k | $19M | 100% | Dec 2023 |
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| Citizens Financial Group | 487k | $19M | 0% | Dec 2023 |
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| Betterment | 474k | $19M | 10% | Mar 2024 |
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| UBS Group | 459k | $17M | 11% | Dec 2023 |
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| Commonwealth Equity Services | 419k | $17M | 3% | Mar 2024 |
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| Royal Bank of Canada | 399k | $15M | 3% | Dec 2023 |
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| Sei Investments | 382k | $15M | 14% | Mar 2024 |
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| Bank of America Corporation | 373k | $14M | 10% | Dec 2023 |
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| Wells Fargo & Company | 369k | $15M | 1% | Mar 2024 |
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| HighTower Advisors | 348k | $14M | -2% | Mar 2024 |
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| Accredited Investors | 348k | $13M | 2% | Dec 2023 |
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| Sand Hill Advisors | 298k | $11M | 4% | Dec 2023 |
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| SigFig Wealth Management | 261k | $11M | 12% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 251k | $10M | 3% | Mar 2024 |
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| Modera Wealth Management | 228k | $8.7M | 9% | Dec 2023 |
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| Mercer Global Advisors | 217k | $8.2M | 4% | Dec 2023 |
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| Savant Capital Management | 206k | $8.3M | -3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 194k | $7.8M | 7% | Mar 2024 |
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| Bailard | 193k | $7.8M | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 181k | $6.9M | 6% | Dec 2023 |
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| Focus Financial Network | 164k | $6.2M | 100% | Dec 2023 |
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| Franklin Resources | 161k | $6.1M | 14% | Dec 2023 |
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| Wealth Architects | 154k | $5.8M | 1% | Dec 2023 |
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| Litman Gregory Asset Management | 150k | $6.0M | -3% | Mar 2024 |
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| EP Wealth Advisors | 143k | $5.4M | -9% | Dec 2023 |
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| Alesco Advisors | 137k | $5.2M | -28% | Dec 2023 |
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| APCM Wealth Management for Individuals | 121k | $4.9M | 20% | Mar 2024 |
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| Mission Wealth Management | 120k | $4.8M | -2% | Mar 2024 |
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| Advisory Services Network | 116k | $4.7M | 11% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 111k | $4.5M | 4% | Mar 2024 |
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| Grubman Wealth Management | 109k | $4.1M | 6% | Dec 2023 |
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| Wrapmanager | 108k | $4.4M | -29% | Mar 2024 |
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| Krilogy Financial | 107k | $4.3M | 100% | Mar 2024 |
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| Mather Group | 97k | $3.7M | -1% | Mar 2024 |
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| Invera Wealth Advisors | 90k | $3.3M | 1% | Mar 2024 |
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| Bluestem Financial Advisors | 84k | $3.4M | 0% | Mar 2024 |
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| Advisor Group Holdings | 84k | $3.2M | -61% | Dec 2023 |
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| Regatta Capital Group | 83k | $3.3M | -16% | Mar 2024 |
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| Gradient Investments | 82k | $3.3M | 4% | Mar 2024 |
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| RPg Family Wealth Advisory | 80k | $3.0M | 7% | Dec 2023 |
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| Moss Adams Wealth Advisors | 80k | $3.2M | -4% | Mar 2024 |
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| Dohj | 80k | $3.2M | 14% | Mar 2024 |
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| Hill Island Financial | 79k | $3.2M | 0% | Mar 2024 |
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| Stratos Wealth Partners | 76k | $3.1M | -33% | Mar 2024 |
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| CI Private Wealth | 73k | $2.9M | 0% | Mar 2024 |
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| Integris Wealth Management | 72k | $2.9M | 0% | Mar 2024 |
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| Financial Advisors | 69k | $2.8M | -2% | Mar 2024 |
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| Financial Gravity Wealth | 68k | $89k | 0% | Dec 2023 |
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| Crestwood Advisors | 67k | $2.7M | -1% | Mar 2024 |
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| Beacon Investment Advisory Services | 65k | $2.6M | 0% | Mar 2024 |
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| Quent Capital | 64k | $2.6M | 0% | Mar 2024 |
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| Garde Capital | 64k | $2.4M | -28% | Dec 2023 |
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| Vision Capital Management | 61k | $2.5M | 11% | Mar 2024 |
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| Asset Dedication | 60k | $2.4M | -3% | Mar 2024 |
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| Harbour Investments | 60k | $2.3M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 59k | $2.2M | -57% | Dec 2023 |
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| Charter Oak Capital Management | 59k | $2.4M | -1% | Mar 2024 |
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| Stewardship Advisors | 57k | $2.3M | 2% | Mar 2024 |
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| Apella Capital | 56k | $2.2M | 15% | Mar 2024 |
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| Capital Investment Advisory Services | 56k | $2.3M | -8% | Mar 2024 |
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| Stifel Financial | 55k | $2.1M | 3% | Dec 2023 |
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| Regions Bank | 55k | $2.2M | 10% | Mar 2024 |
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| Stephens Consulting | 55k | $2.2M | 1% | Mar 2024 |
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| Blue Edge Capital | 54k | $2.1M | 20% | Dec 2023 |
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| Omega Financial Group | 54k | $2.2M | 12% | Mar 2024 |
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| Francis Financial | 51k | $2.0M | 5% | Mar 2024 |
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| Laurel Wealth Planning | 49k | $2.0M | 2% | Mar 2024 |
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| Trilogy Capital | 49k | $2.0M | 8% | Mar 2024 |
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| Raymond James Financial Services Advisors | 49k | $2.0M | 6% | Mar 2024 |
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| Hart & Patterson Financial Group | 47k | $1.9M | 1% | Mar 2024 |
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| Garrett Investment Advisors | 47k | $1.9M | 6% | Mar 2024 |
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| Haverford Trust Company | 47k | $1.9M | 13% | Mar 2024 |
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| Crestone Asset Management | 44k | $1.8M | 1% | Mar 2024 |
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| Dunhill Financial | 44k | $1.7M | -77% | Dec 2023 |
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| Wealthcare Advisory Partners | 44k | $1.8M | 2% | Mar 2024 |
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| Becker Capital Management | 44k | $1.7M | 0% | Dec 2023 |
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| HPM Partners | 44k | $1.7M | 247% | Dec 2023 |
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| Financial Connections Group | 43k | $1.7M | -5% | Mar 2024 |
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| Sage Financial | 41k | $1.6M | 2% | Mar 2024 |
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| Relyea Zuckerberg Hanson | 39k | $1.6M | 14% | Mar 2024 |
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| Chicago Partners Investment | 37k | $1.4M | 0% | Mar 2024 |
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| Moneta Group Investment Advisors | 36k | $1.4M | 118% | Dec 2023 |
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| Whittier Trust | 31k | $1.3M | 0% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 31k | $1.2M | -2% | Mar 2024 |
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| Mascoma Wealth Management | 31k | $1.2M | -18% | Mar 2024 |
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| Bell Investment Advisors | 30k | $1.2M | 0% | Mar 2024 |
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| Summit Wealth Group | 30k | $1.2M | -2% | Mar 2024 |
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| Baystate Wealth Management | 30k | $1.1M | 4% | Dec 2023 |
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| Addison Advisors | 30k | $1.2M | 3% | Mar 2024 |
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| GW & Wade | 29k | $1.1M | 1% | Dec 2023 |
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| Hilltop Wealth Advisors | 29k | $1.2M | 100% | Mar 2024 |
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| Hanson McClain Advisors | 28k | $1.1M | 0% | Mar 2024 |
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| Miracle Mile Advisors | 28k | $1.1M | 2% | Mar 2024 |
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| Axxcess Wealth Management | 27k | $1.0M | 54% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 27k | $1.1M | 6% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 26k | $1.1M | -7% | Mar 2024 |
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| Hardy Reed | 26k | $1.0M | 0% | Mar 2024 |
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| Portfolio Strategies | 26k | $1.0M | 100% | Mar 2024 |
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| Parallel Advisors | 25k | $1.0M | 2% | Mar 2024 |
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| Raymond James Trust | 25k | $1.0M | 0% | Mar 2024 |
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| Grimes & Company | 24k | $978k | 31% | Mar 2024 |
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| Cranbrook Wealth Management | 24k | $966k | 2% | Mar 2024 |
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| Petix & Botte | 24k | $957k | 100% | Mar 2024 |
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| Topel & Distasi Wealth Management | 24k | $957k | 4% | Mar 2024 |
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| Kestra Advisory Services | 23k | $881k | 14% | Dec 2023 |
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| Dorsey & Whitney Trust Company | 23k | $915k | 10% | Mar 2024 |
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| Long Run Wealth Advisors | 23k | $912k | -2% | Mar 2024 |
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| Brookstone Capital Management | 23k | $906k | -4% | Mar 2024 |
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| WNY Asset Management | 22k | $902k | 4% | Mar 2024 |
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| Valeo Financial Advisors | 22k | $840k | -6% | Mar 2024 |
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| Commerce Bank N A | 22k | $874k | -8% | Mar 2024 |
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| Pine Haven Investment Counsel | 21k | $860k | 3% | Mar 2024 |
|
| Orion Portfolio Solutions | 21k | $859k | 0% | Mar 2024 |
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| Baird Financial | 21k | $805k | 12% | Dec 2023 |
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| Affinity Capital Advisors | 21k | $829k | -21% | Mar 2024 |
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| Portland Global Advisors | 21k | $825k | -39% | Mar 2024 |
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| Raymond James & Associates | 20k | $811k | -39% | Mar 2024 |
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| Diversified Trust Company | 20k | $803k | 0% | Mar 2024 |
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| Planning Alternatives | 20k | $784k | 0% | Mar 2024 |
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| Fingerlakes Wealth Management | 19k | $769k | 9% | Mar 2024 |
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| Idaho Trust Bank | 19k | $769k | 100% | Mar 2024 |
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| Clarius | 19k | $751k | 0% | Mar 2024 |
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| One Capital Management | 18k | $738k | 0% | Mar 2024 |
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| Bangor Savings Bank | 18k | $729k | 82% | Mar 2024 |
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| Empower Advisory Group | 18k | $728k | 0% | Mar 2024 |
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| One Day In July | 18k | $721k | 2% | Mar 2024 |
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| Northland Capital Management | 18k | $721k | 6% | Mar 2024 |
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| Captrust Financial Advisors | 18k | $679k | 0% | Dec 2023 |
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| Robertson Stephens Wealth Management | 18k | $679k | -25% | Dec 2023 |
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| Towerpoint Wealth | 18k | $715k | 6% | Mar 2024 |
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| Annis Gardner Whiting Capital Advisors | 18k | $669k | 0% | Dec 2023 |
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| Flow Traders US | 18k | $664k | 100% | Dec 2023 |
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| Curtis Advisory Group | 17k | $698k | 39% | Mar 2024 |
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| Aufman Associates | 17k | $648k | -1% | Dec 2023 |
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| RFG Advisory | 17k | $667k | -6% | Mar 2024 |
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| Cook Wealth Management Group | 16k | $627k | 33% | Mar 2024 |
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| CWM | 16k | $659k | -13% | Mar 2024 |
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| Walkner Condon Financial Advisors | 16k | $646k | -4% | Mar 2024 |
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| Acropolis Investment Management | 16k | $628k | -1% | Mar 2024 |
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| Bond & Devick Financial Network | 15k | $621k | 0% | Mar 2024 |
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| Shepherd Financial Partners | 15k | $612k | 1% | Mar 2024 |
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| Montecito Bank & Trust | 15k | $605k | -7% | Mar 2024 |
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| Well Done | 15k | $604k | -45% | Mar 2024 |
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| SNS Financial | 15k | $603k | -4% | Mar 2024 |
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| Round Rock Advisors | 15k | $596k | -10% | Mar 2024 |
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| Bp Wealth Management | 14k | $541k | -8% | Dec 2023 |
|
| TCWP | 13k | $486k | -28% | Dec 2023 |
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| NewEdge Wealth | 11k | $432k | -47% | Mar 2024 |
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| One Wealth Advisors | 11k | $453k | -71% | Mar 2024 |
|
| Steward Partners Investment Advisory | 7.8k | $298k | -52% | Dec 2023 |
|
| Richard Bernstein Advisors | 6.5k | $260k | -75% | Mar 2024 |
|
Who sold out of Ishares Tr msci usa small?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IMPACTfolio | Sep 2023 | 65k | $2.2M |
| Atria Wealth Solutions | Sep 2023 | 26k | $893k |
| Trellis Advisors | Sep 2023 | 20k | $685k |