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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 2.1M | $83M | 16% | Jun 2024 |
|
| Northern Trust | 2.0M | $84M | 6% | Sep 2024 |
|
| Putnam Fl Investment Management | 2.0M | $84M | -1% | Sep 2024 |
|
| Goldman Sachs Group | 1.8M | $70M | -6% | Jun 2024 |
|
| Bank of America Corporation | 1.7M | $72M | 0% | Sep 2024 |
|
| Creative Planning | 1.4M | $58M | 2% | Sep 2024 |
|
| Wells Fargo & Company | 1.0M | $42M | 179% | Sep 2024 |
|
| Fiduciary Trust Company | 920k | $35M | 1% | Jun 2024 |
|
| Vontobel Holding | 800k | $34M | 0% | Sep 2024 |
|
| M^T Bank Corporation | 741k | $31M | -3% | Sep 2024 |
|
| BlackRock | 601k | $23M | 327% | Jun 2024 |
|
| BlackRock | 601k | $25M | 100% | Sep 2024 |
|
| Pathstone Holdings | 526k | $22M | -4% | Sep 2024 |
|
| Acorns Advisers | 507k | $20M | 7% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 457k | $19M | 2% | Sep 2024 |
|
| Royal Bank of Canada | 442k | $19M | 5% | Sep 2024 |
|
| Sei Investments | 395k | $17M | 3% | Sep 2024 |
|
| Commonwealth Equity Services | 372k | $16M | -7% | Sep 2024 |
|
| Accredited Investors | 345k | $14M | 2% | Sep 2024 |
|
| HighTower Advisors | 316k | $12M | -9% | Jun 2024 |
|
| Sand Hill Advisors | 299k | $13M | 1% | Sep 2024 |
|
| SigFig Wealth Management | 293k | $11M | 12% | Jun 2024 |
|
| Modera Wealth Management | 288k | $12M | 19% | Sep 2024 |
|
| Citizens Financial Group | 254k | $11M | -34% | Sep 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 254k | $11M | 4% | Sep 2024 |
|
| Envestnet Asset Management | 253k | $11M | 1% | Sep 2024 |
|
| Wealth Architects | 222k | $9.3M | 10% | Sep 2024 |
|
| Savant Capital Management | 213k | $8.9M | -2% | Sep 2024 |
|
| LPL Financial | 207k | $8.7M | 3% | Sep 2024 |
|
| Mercer Global Advisors | 203k | $7.8M | -4% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 188k | $7.9M | -5% | Sep 2024 |
|
| Bailard | 184k | $7.7M | -3% | Sep 2024 |
|
| EP Wealth Advisors | 181k | $7.6M | 5% | Sep 2024 |
|
| Branch Banking & Trust Company | 178k | $6.8M | 2% | Jun 2024 |
|
| Litman Gregory Asset Management | 159k | $6.6M | 2% | Sep 2024 |
|
| Hm Payson & Co | 153k | $6.4M | 15% | Sep 2024 |
|
| Financial Engines Advisors L.L.C | 148k | $6.2M | 4% | Sep 2024 |
|
| Alesco Advisors | 128k | $5.4M | -3% | Sep 2024 |
|
| Ally Invest Advisors | 128k | $5.4M | 20% | Sep 2024 |
|
| APCM Wealth Management for Individuals | 118k | $4.9M | 5% | Sep 2024 |
|
| Advisory Services Network | 118k | $4.6M | 0% | Sep 2024 |
|
| Grubman Wealth Management | 114k | $4.8M | 0% | Sep 2024 |
|
| Wrapmanager | 114k | $4.8M | 5% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 113k | $4.3M | 2% | Jun 2024 |
|
| Mather Group | 107k | $4.5M | 4% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 102k | $4.3M | 11% | Sep 2024 |
|
| Mission Wealth Management | 96k | $4.0M | -15% | Sep 2024 |
|
| Invera Wealth Advisors | 93k | $4.1M | 2% | Sep 2024 |
|
| Morningstar Investment Services | 91k | $3.8M | -10% | Sep 2024 |
|
| Bluestem Financial Advisors | 90k | $3.5M | 7% | Jun 2024 |
|
| Advisor Group Holdings | 89k | $3.7M | 0% | Sep 2024 |
|
| Moss Adams Wealth Advisors | 85k | $3.6M | 5% | Sep 2024 |
|
| Hill Island Financial | 84k | $3.5M | 4% | Sep 2024 |
|
| Gradient Investments | 83k | $3.5M | 0% | Sep 2024 |
|
| Krilogy Financial | 83k | $3.5M | 21% | Sep 2024 |
|
| CI Private Wealth | 80k | $3.3M | 5% | Sep 2024 |
|
| Regatta Capital Group | 80k | $3.3M | -2% | Sep 2024 |
|
| Integris Wealth Management | 74k | $3.1M | 1% | Sep 2024 |
|
| Cetera Investment Advisers | 68k | $2.6M | 1% | Jun 2024 |
|
| Financial Advisors | 67k | $2.8M | 0% | Sep 2024 |
|
| Wesbanco Trust And Investments | 66k | $2.8M | 100% | Sep 2024 |
|
| Harbour Investments | 66k | $2.8M | 9% | Sep 2024 |
|
| Stewardship Advisors | 66k | $2.7M | 5% | Sep 2024 |
|
| Blue Edge Capital | 65k | $2.5M | 1% | Jun 2024 |
|
| Beacon Investment Advisory Services | 65k | $2.5M | 0% | Jun 2024 |
|
| Crestwood Advisors | 64k | $2.7M | -4% | Sep 2024 |
|
| Asset Dedication | 64k | $2.7M | 1% | Sep 2024 |
|
| Stratos Wealth Partners | 62k | $2.6M | -9% | Sep 2024 |
|
| Apella Capital | 61k | $2.5M | 7% | Sep 2024 |
|
| Regions Bank | 61k | $2.5M | -1% | Sep 2024 |
|
| Charter Oak Capital Management | 60k | $2.5M | 0% | Sep 2024 |
|
| IMPACTfolio | 60k | $2.5M | 0% | Sep 2024 |
|
| Mariner Wealth Advisors | 59k | $2.5M | -1% | Sep 2024 |
|
| Quent Capital | 59k | $2.4M | -1% | Sep 2024 |
|
| Francis Financial | 58k | $2.4M | 5% | Sep 2024 |
|
| Vision Capital Management | 57k | $2.4M | -2% | Sep 2024 |
|
| Balanced Rock Investment Advisors | 57k | $2.2M | 3% | Jun 2024 |
|
| Stephens Consulting | 56k | $2.3M | -2% | Sep 2024 |
|
| Orion Portfolio Solutions | 55k | $5.6M | 160% | Sep 2024 |
|
| Stifel Financial | 55k | $2.1M | -2% | Jun 2024 |
|
| Dohj | 54k | $2.2M | -36% | Sep 2024 |
|
| Becker Capital Management | 54k | $2.3M | -2% | Sep 2024 |
|
| Omega Financial Group | 54k | $2.3M | -3% | Sep 2024 |
|
| Capital Investment Advisory Services | 54k | $2.2M | -3% | Sep 2024 |
|
| Franklin Resources | 51k | $2.2M | -3% | Sep 2024 |
|
| Jones Financial Companies, L.L | 51k | $2.1M | 52% | Sep 2024 |
|
| Garrett Investment Advisors | 51k | $2.1M | 2% | Sep 2024 |
|
| Trilogy Capital | 50k | $2.1M | 3% | Sep 2024 |
|
| Laurel Wealth Planning | 50k | $2.1M | -3% | Sep 2024 |
|
| Grimes & Company | 49k | $2.0M | 71% | Sep 2024 |
|
| HPM Partners | 48k | $2.0M | 25% | Sep 2024 |
|
| Jpmorgan Chase & Co | 46k | $1.9M | -19% | Sep 2024 |
|
| Sage Financial | 45k | $1.9M | 5% | Sep 2024 |
|
| Hart & Patterson Financial Group | 45k | $1.9M | -2% | Sep 2024 |
|
| Addison Advisors | 42k | $1.8M | 24% | Sep 2024 |
|
| Financial Connections Group | 42k | $1.8M | -1% | Sep 2024 |
|
| Wescott Financial Advisory Group | 40k | $1.7M | 1% | Sep 2024 |
|
| Garde Capital | 37k | $1.6M | 4% | Sep 2024 |
|
| Integrated Wealth Concepts | 37k | $1.6M | 79% | Sep 2024 |
|
| Moneta Group Investment Advisors | 37k | $1.5M | -1% | Sep 2024 |
|
| Chicago Partners Investment | 36k | $1.5M | -1% | Sep 2024 |
|
| Principal Financial Group | 35k | $1.5M | 100% | Sep 2024 |
|
| Relyea Zuckerberg Hanson | 34k | $1.4M | -7% | Sep 2024 |
|
| Dunhill Financial | 32k | $1.3M | -7% | Sep 2024 |
|
| Sanctuary Advisors | 32k | $1.4M | 100% | Sep 2024 |
|
| Bell Investment Advisors | 32k | $1.3M | 4% | Sep 2024 |
|
| Whittier Trust | 31k | $1.3M | 0% | Sep 2024 |
|
| Summit Wealth Group | 31k | $1.3M | 4% | Sep 2024 |
|
| Wealthcare Advisory Partners | 31k | $1.3M | -18% | Sep 2024 |
|
| Haverford Trust Company | 30k | $1.3M | -7% | Sep 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 30k | $1.3M | -13% | Sep 2024 |
|
| Miracle Mile Advisors | 29k | $1.2M | 5% | Sep 2024 |
|
| Mascoma Wealth Management | 29k | $1.2M | 12% | Sep 2024 |
|
| Mml Investors Services | 28k | $1.2M | 12% | Sep 2024 |
|
| Hanson McClain Advisors | 28k | $1.2M | -5% | Sep 2024 |
|
| Axxcess Wealth Management | 28k | $1.2M | 2% | Sep 2024 |
|
| Hilltop Wealth Advisors | 28k | $1.2M | -1% | Sep 2024 |
|
| D. E. Shaw & Co | 26k | $1.1M | -9% | Sep 2024 |
|
| Goss Wealth Management | 26k | $1.0M | 7% | Jun 2024 |
|
| Congress Wealth Management LLC / DE / | 26k | $1.1M | -14% | Sep 2024 |
|
| Hardy Reed | 26k | $1.1M | 2% | Sep 2024 |
|
| Topel & Distasi Wealth Management | 26k | $1.1M | 9% | Sep 2024 |
|
| Kestra Advisory Services | 26k | $1.1M | -10% | Sep 2024 |
|
| Parallel Advisors | 25k | $1.0M | 0% | Sep 2024 |
|
| Raymond James Trust | 25k | $1.0M | -2% | Sep 2024 |
|
| Cranbrook Wealth Management | 23k | $973k | -5% | Sep 2024 |
|
| Pine Haven Investment Counsel | 23k | $968k | 3% | Sep 2024 |
|
| Brookstone Capital Management | 23k | $955k | 2% | Sep 2024 |
|
| Tower Research Capital | 22k | $852k | 30% | Jun 2024 |
|
| WNY Asset Management | 22k | $923k | -2% | Sep 2024 |
|
| Towerpoint Wealth | 22k | $922k | 1% | Sep 2024 |
|
| Cascade Financial Partners | 22k | $920k | 0% | Sep 2024 |
|
| Diversified Trust Company | 22k | $907k | 10% | Sep 2024 |
|
| Annis Gardner Whiting Capital Advisors | 21k | $826k | 0% | Jun 2024 |
|
| Captrust Financial Advisors | 21k | $890k | -1% | Sep 2024 |
|
| Planning Alternatives | 21k | $888k | 4% | Sep 2024 |
|
| Portland Global Advisors | 21k | $793k | 0% | Jun 2024 |
|
| Dorsey & Whitney Trust Company | 21k | $859k | 0% | Sep 2024 |
|
| Long Run Wealth Advisors | 21k | $856k | 3% | Sep 2024 |
|
| Commerce Bank N A | 20k | $834k | -1% | Sep 2024 |
|
| Clarius | 19k | $804k | 3% | Sep 2024 |
|
| Fingerlakes Wealth Management | 19k | $796k | 0% | Sep 2024 |
|
| Bragg Financial Advisors | 19k | $726k | 3% | Jun 2024 |
|
| Aufman Associates | 19k | $779k | 0% | Sep 2024 |
|
| One Capital Management | 19k | $778k | 0% | Sep 2024 |
|
| Affinity Capital Advisors | 18k | $764k | -11% | Sep 2024 |
|
| Empower Advisory Group | 18k | $764k | 1% | Sep 2024 |
|
| Sax Wealth Advisors | 17k | $726k | 2% | Sep 2024 |
|
| Morgan Stanley | 17k | $664k | -2% | Jun 2024 |
|
| Valeo Financial Advisors | 16k | $674k | -27% | Sep 2024 |
|
| Robertson Stephens Wealth Management | 15k | $613k | -17% | Sep 2024 |
|
| Colony | 12k | $495k | -61% | Sep 2024 |
|
| Bangor Savings Bank | 10k | $420k | -45% | Sep 2024 |
|
Who sold out of Ishares Tr msci usa small?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2024 | 60k | $2.3M |
| Crestone Asset Management | Mar 2024 | 44k | $1.8M |