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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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 |
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Northern Trust | 2.0M | $84M | 6% | Sep 2024 |
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Putnam Fl Investment Management | 2.0M | $84M | -1% | Sep 2024 |
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Goldman Sachs Group | 1.8M | $70M | -6% | Jun 2024 |
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Bank of America Corporation | 1.7M | $72M | 0% | Sep 2024 |
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Creative Planning | 1.4M | $58M | 2% | Sep 2024 |
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Wells Fargo & Company | 1.0M | $42M | 179% | Sep 2024 |
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Fiduciary Trust Company | 920k | $35M | 1% | Jun 2024 |
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Vontobel Holding | 800k | $34M | 0% | Sep 2024 |
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M^T Bank Corporation | 741k | $31M | -3% | Sep 2024 |
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BlackRock | 601k | $23M | 327% | Jun 2024 |
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BlackRock | 601k | $25M | 100% | Sep 2024 |
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Pathstone Holdings | 526k | $22M | -4% | Sep 2024 |
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Acorns Advisers | 507k | $20M | 7% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 457k | $19M | 2% | Sep 2024 |
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Royal Bank of Canada | 442k | $19M | 5% | Sep 2024 |
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Sei Investments | 395k | $17M | 3% | Sep 2024 |
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Commonwealth Equity Services | 372k | $16M | -7% | Sep 2024 |
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Accredited Investors | 345k | $14M | 2% | Sep 2024 |
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HighTower Advisors | 316k | $12M | -9% | Jun 2024 |
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Sand Hill Advisors | 299k | $13M | 1% | Sep 2024 |
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SigFig Wealth Management | 293k | $11M | 12% | Jun 2024 |
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Modera Wealth Management | 288k | $12M | 19% | Sep 2024 |
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Citizens Financial Group | 254k | $11M | -34% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 254k | $11M | 4% | Sep 2024 |
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Envestnet Asset Management | 253k | $11M | 1% | Sep 2024 |
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Wealth Architects | 222k | $9.3M | 10% | Sep 2024 |
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Savant Capital Management | 213k | $8.9M | -2% | Sep 2024 |
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LPL Financial | 207k | $8.7M | 3% | Sep 2024 |
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Mercer Global Advisors | 203k | $7.8M | -4% | Jun 2024 |
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Cambridge Investment Research Advisors | 188k | $7.9M | -5% | Sep 2024 |
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Bailard | 184k | $7.7M | -3% | Sep 2024 |
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EP Wealth Advisors | 181k | $7.6M | 5% | Sep 2024 |
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Branch Banking & Trust Company | 178k | $6.8M | 2% | Jun 2024 |
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Litman Gregory Asset Management | 159k | $6.6M | 2% | Sep 2024 |
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Hm Payson & Co | 153k | $6.4M | 15% | Sep 2024 |
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Financial Engines Advisors L.L.C | 148k | $6.2M | 4% | Sep 2024 |
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Alesco Advisors | 128k | $5.4M | -3% | Sep 2024 |
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Ally Invest Advisors | 128k | $5.4M | 20% | Sep 2024 |
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APCM Wealth Management for Individuals | 118k | $4.9M | 5% | Sep 2024 |
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Advisory Services Network | 118k | $4.6M | 0% | Sep 2024 |
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Grubman Wealth Management | 114k | $4.8M | 0% | Sep 2024 |
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Wrapmanager | 114k | $4.8M | 5% | Sep 2024 |
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Wealth Enhancement Advisory Services | 113k | $4.3M | 2% | Jun 2024 |
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Mather Group | 107k | $4.5M | 4% | Sep 2024 |
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Raymond James Financial Services Advisors | 102k | $4.3M | 11% | Sep 2024 |
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Mission Wealth Management | 96k | $4.0M | -15% | Sep 2024 |
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Invera Wealth Advisors | 93k | $4.1M | 2% | Sep 2024 |
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Morningstar Investment Services | 91k | $3.8M | -10% | Sep 2024 |
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Bluestem Financial Advisors | 90k | $3.5M | 7% | Jun 2024 |
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Advisor Group Holdings | 89k | $3.7M | 0% | Sep 2024 |
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Moss Adams Wealth Advisors | 85k | $3.6M | 5% | Sep 2024 |
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Hill Island Financial | 84k | $3.5M | 4% | Sep 2024 |
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Gradient Investments | 83k | $3.5M | 0% | Sep 2024 |
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Krilogy Financial | 83k | $3.5M | 21% | Sep 2024 |
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CI Private Wealth | 80k | $3.3M | 5% | Sep 2024 |
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Regatta Capital Group | 80k | $3.3M | -2% | Sep 2024 |
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Integris Wealth Management | 74k | $3.1M | 1% | Sep 2024 |
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Cetera Investment Advisers | 68k | $2.6M | 1% | Jun 2024 |
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Financial Advisors | 67k | $2.8M | 0% | Sep 2024 |
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Wesbanco Trust And Investments | 66k | $2.8M | 100% | Sep 2024 |
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Harbour Investments | 66k | $2.8M | 9% | Sep 2024 |
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Stewardship Advisors | 66k | $2.7M | 5% | Sep 2024 |
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Blue Edge Capital | 65k | $2.5M | 1% | Jun 2024 |
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Beacon Investment Advisory Services | 65k | $2.5M | 0% | Jun 2024 |
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Crestwood Advisors | 64k | $2.7M | -4% | Sep 2024 |
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Asset Dedication | 64k | $2.7M | 1% | Sep 2024 |
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Stratos Wealth Partners | 62k | $2.6M | -9% | Sep 2024 |
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Apella Capital | 61k | $2.5M | 7% | Sep 2024 |
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Regions Bank | 61k | $2.5M | -1% | Sep 2024 |
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Charter Oak Capital Management | 60k | $2.5M | 0% | Sep 2024 |
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IMPACTfolio | 60k | $2.5M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 59k | $2.5M | -1% | Sep 2024 |
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Quent Capital | 59k | $2.4M | -1% | Sep 2024 |
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Francis Financial | 58k | $2.4M | 5% | Sep 2024 |
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Vision Capital Management | 57k | $2.4M | -2% | Sep 2024 |
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Balanced Rock Investment Advisors | 57k | $2.2M | 3% | Jun 2024 |
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Stephens Consulting | 56k | $2.3M | -2% | Sep 2024 |
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Orion Portfolio Solutions | 55k | $5.6M | 160% | Sep 2024 |
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Stifel Financial | 55k | $2.1M | -2% | Jun 2024 |
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Dohj | 54k | $2.2M | -36% | Sep 2024 |
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Becker Capital Management | 54k | $2.3M | -2% | Sep 2024 |
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Omega Financial Group | 54k | $2.3M | -3% | Sep 2024 |
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Capital Investment Advisory Services | 54k | $2.2M | -3% | Sep 2024 |
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Franklin Resources | 51k | $2.2M | -3% | Sep 2024 |
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Jones Financial Companies, L.L | 51k | $2.1M | 52% | Sep 2024 |
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Garrett Investment Advisors | 51k | $2.1M | 2% | Sep 2024 |
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Trilogy Capital | 50k | $2.1M | 3% | Sep 2024 |
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Laurel Wealth Planning | 50k | $2.1M | -3% | Sep 2024 |
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Grimes & Company | 49k | $2.0M | 71% | Sep 2024 |
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HPM Partners | 48k | $2.0M | 25% | Sep 2024 |
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Jpmorgan Chase & Co | 46k | $1.9M | -19% | Sep 2024 |
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Sage Financial | 45k | $1.9M | 5% | Sep 2024 |
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Hart & Patterson Financial Group | 45k | $1.9M | -2% | Sep 2024 |
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Addison Advisors | 42k | $1.8M | 24% | Sep 2024 |
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Financial Connections Group | 42k | $1.8M | -1% | Sep 2024 |
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Wescott Financial Advisory Group | 40k | $1.7M | 1% | Sep 2024 |
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Integrated Wealth Concepts | 37k | $1.6M | 79% | Sep 2024 |
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Moneta Group Investment Advisors | 37k | $1.5M | -1% | Sep 2024 |
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Chicago Partners Investment | 36k | $1.5M | -1% | Sep 2024 |
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Garde Capital | 36k | $1.4M | -8% | Jun 2024 |
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Principal Financial Group | 35k | $1.5M | 100% | Sep 2024 |
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Relyea Zuckerberg Hanson | 34k | $1.4M | -7% | Sep 2024 |
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Dunhill Financial | 32k | $1.3M | -7% | Sep 2024 |
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Bell Investment Advisors | 32k | $1.3M | 4% | Sep 2024 |
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Whittier Trust | 31k | $1.3M | 0% | Sep 2024 |
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Summit Wealth Group | 31k | $1.3M | 4% | Sep 2024 |
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Wealthcare Advisory Partners | 31k | $1.3M | -18% | Sep 2024 |
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Haverford Trust Company | 30k | $1.3M | -7% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 30k | $1.3M | -13% | Sep 2024 |
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Miracle Mile Advisors | 29k | $1.2M | 5% | Sep 2024 |
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Mascoma Wealth Management | 29k | $1.2M | 12% | Sep 2024 |
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Mml Investors Services | 28k | $1.2M | 12% | Sep 2024 |
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Hanson McClain Advisors | 28k | $1.2M | -5% | Sep 2024 |
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Axxcess Wealth Management | 28k | $1.2M | 2% | Sep 2024 |
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Hilltop Wealth Advisors | 28k | $1.2M | -1% | Sep 2024 |
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D. E. Shaw & Co | 26k | $1.1M | -9% | Sep 2024 |
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Goss Wealth Management | 26k | $1.0M | 7% | Jun 2024 |
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Congress Wealth Management LLC / DE / | 26k | $1.1M | -14% | Sep 2024 |
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Hardy Reed | 26k | $1.1M | 2% | Sep 2024 |
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Topel & Distasi Wealth Management | 26k | $1.1M | 9% | Sep 2024 |
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Kestra Advisory Services | 26k | $1.1M | -10% | Sep 2024 |
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Parallel Advisors | 25k | $1.0M | 0% | Sep 2024 |
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Raymond James Trust | 25k | $1.0M | -2% | Sep 2024 |
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Cranbrook Wealth Management | 23k | $973k | -5% | Sep 2024 |
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Pine Haven Investment Counsel | 23k | $968k | 3% | Sep 2024 |
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Brookstone Capital Management | 23k | $955k | 2% | Sep 2024 |
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Tower Research Capital | 22k | $852k | 30% | Jun 2024 |
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WNY Asset Management | 22k | $923k | -2% | Sep 2024 |
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Towerpoint Wealth | 22k | $922k | 1% | Sep 2024 |
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Cascade Financial Partners | 22k | $920k | 0% | Sep 2024 |
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Diversified Trust Company | 22k | $907k | 10% | Sep 2024 |
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Annis Gardner Whiting Capital Advisors | 21k | $826k | 0% | Jun 2024 |
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Captrust Financial Advisors | 21k | $890k | -1% | Sep 2024 |
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Planning Alternatives | 21k | $888k | 4% | Sep 2024 |
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Portland Global Advisors | 21k | $793k | 0% | Jun 2024 |
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Dorsey & Whitney Trust Company | 21k | $859k | 0% | Sep 2024 |
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Long Run Wealth Advisors | 21k | $856k | 3% | Sep 2024 |
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Commerce Bank N A | 20k | $834k | -1% | Sep 2024 |
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Clarius | 19k | $804k | 3% | Sep 2024 |
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Fingerlakes Wealth Management | 19k | $796k | 0% | Sep 2024 |
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Bragg Financial Advisors | 19k | $726k | 3% | Jun 2024 |
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Aufman Associates | 19k | $779k | 0% | Sep 2024 |
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One Capital Management | 19k | $778k | 0% | Sep 2024 |
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Affinity Capital Advisors | 18k | $764k | -11% | Sep 2024 |
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Empower Advisory Group | 18k | $764k | 1% | Sep 2024 |
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Sax Wealth Advisors | 17k | $726k | 2% | Sep 2024 |
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Morgan Stanley | 17k | $664k | -2% | Jun 2024 |
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CWM | 17k | $688k | -3% | Sep 2024 |
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Valeo Financial Advisors | 16k | $674k | -27% | Sep 2024 |
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Raymond James & Associates | 16k | $652k | -8% | Sep 2024 |
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RFG Advisory | 15k | $627k | -11% | Sep 2024 |
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Robertson Stephens Wealth Management | 15k | $613k | -17% | Sep 2024 |
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Colony | 12k | $495k | -61% | Sep 2024 |
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Curtis Advisory Group | 10k | $432k | -39% | Sep 2024 |
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Bangor Savings Bank | 10k | $420k | -45% | Sep 2024 |
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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 |