Who owns Ishares Tr msci usa small?

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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
Envestnet Asset Management 3.3M $111M -16% Mar 2023
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Goldman Sachs Group 2.2M $75M -2% Mar 2023
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Putnam Fl Investment Management 1.9M $64M 3% Mar 2023
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Northern Trust 1.9M $63M 7% Mar 2023
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Vontobel Holding 1.5M $50M 100% Mar 2023
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Summit Wealth Group 1.2M $36k 3379% Mar 2023
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Tiaa 1.1M $37M 2% Mar 2023
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Creative Planning 1.1M $36M 8% Dec 2022
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Fiduciary Trust Company 872k $30M 4% Mar 2023
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M^T Bank Corporation 630k $21M 25% Mar 2023
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Citizens Financial Group 515k $18M 3% Mar 2023
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Pathstone Family Office 485k $17M 0% Mar 2023
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Bank of America Corporation 460k $16M -4% Mar 2023
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Royal Bank of Canada 393k $13M 6% Dec 2022
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Acorns Advisers 385k $13M 10% Mar 2023
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CWM 376k $13M -15% Mar 2023
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UBS Group 374k $13M 13% Mar 2023
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Ameriprise Financial 352k $12M 7% Mar 2023
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Accredited Investors 345k $12M 2% Mar 2023
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Advisor Group Holdings 338k $12M -13% Mar 2023
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Northwestern Mutual Wealth Management Company 311k $10M 5% Dec 2022
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Betterment 310k $10M 3827% Dec 2022
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Sei Investments 307k $10M 18% Mar 2023
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HighTower Advisors 296k $10M 11% Mar 2023
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Sand Hill Advisors 284k $9.7M 0% Mar 2023
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Wells Fargo & Company 252k $8.3M 26% Dec 2022
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Commonwealth Equity Services 238k $8.1M -20% Mar 2023
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LPL Financial 237k $8.0M 6% Mar 2023
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Jpmorgan Chase & Co 220k $7.5M -3% Mar 2023
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Mercer Global Advisors 217k $7.4M 0% Mar 2023
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Park Avenue Securities 206k $7.0M -14% Mar 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 201k $6.8M 5% Mar 2023
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Savant Capital Management 198k $6.7M 132% Mar 2023
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Bailard 194k $6.6M 8% Mar 2023
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Branch Banking & Trust Company 187k $6.4M 57% Mar 2023
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Alesco Advisors 182k $6.2M 2% Mar 2023
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Parsec Financial Management 170k $5.8M 9% Mar 2023
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Cambridge Investment Research Advisors 161k $5.5M -2% Mar 2023
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Mml Investors Services 156k $5.3M -20% Mar 2023
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Wrapmanager 151k $5.1M -9% Mar 2023
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SigFig Wealth Management 149k $5.1M 26% Mar 2023
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Financial Connections Group 143k $4.9M 4% Mar 2023
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Wealth Architects 130k $4.4M 2% Mar 2023
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Advisory Services Network 130k $4.4M 10% Mar 2023
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BlackRock 123k $4.2M 1% Mar 2023
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Mission Wealth Management 122k $4.2M -1% Mar 2023
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Cetera Investment Advisers 115k $3.9M -15% Mar 2023
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Morningstar Investment Services 112k $3.7M 2% Dec 2022
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APCM Wealth Management for Individuals 102k $3.5M -4% Mar 2023
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Grubman Wealth Management 101k $3.4M 29% Mar 2023
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Capital Investment Advisory Services 93k $3.2M -4% Mar 2023
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Gradient Investments 86k $2.9M -11% Mar 2023
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Garde Capital 86k $2.9M 5% Mar 2023
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Hill Island Financial 85k $2.8M -3% Mar 2023
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Ally Invest Advisors 83k $2.8M -2% Mar 2023
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Bluestem Financial Advisors 82k $2.8M 1% Mar 2023
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One Wealth Advisors 80k $2.6M -3% Dec 2022
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Regatta Capital Group 80k $2.6M 0% Mar 2023
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Harvest Group Wealth Management 80k $2.7M 3% Mar 2023
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FMR 79k $2.7M 58% Mar 2023
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Amerivest Investment Management 78k $2.6M -10% Mar 2023
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Asset Dedication 74k $2.5M 22% Mar 2023
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Blue Edge Capital 72k $2.4M -1% Mar 2023
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Crestwood Advisors 70k $2.4M -3% Mar 2023
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Financial Engines Advisors L.L.C 69k $2.4M 80% Mar 2023
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CI Private Wealth 69k $2.3M 10% Mar 2023
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Stewardship Advisors 67k $2.3M -12% Mar 2023
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RPg Family Wealth Advisory 67k $2.3M 8% Mar 2023
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Financial Advisors 67k $2.3M 0% Mar 2023
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Beacon Investment Advisory Services 65k $2.2M 0% Mar 2023
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IMPACTfolio 64k $2.2M 2% Mar 2023
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Stifel Financial 60k $2.0M 4% Dec 2022
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Susquehanna International 60k $2.0M -9% Mar 2023
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Mather Group 59k $2.0M 12% Mar 2023
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Franklin Resources 58k $2.0M -76% Mar 2023
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Private Advisor 57k $1.9M 45% Mar 2023
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Vision Capital Management 57k $1.9M -3% Mar 2023
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Omega Financial Group 55k $1.9M 6% Mar 2023
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Regions Bank 54k $1.8M 1% Mar 2023
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Mascoma Wealth Management 54k $1.8M 1% Mar 2023
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Steward Partners Investment Advisory 53k $1.8M 7% Dec 2022
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Willow Creek Wealth Management 53k $1.8M -1% Mar 2023
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Wealthcare Advisory Partners 53k $1.8M 26% Mar 2023
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Raymond James Financial Services Advisors 53k $1.8M -3% Mar 2023
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Harbour Investments 52k $1.8M 17% Mar 2023
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Stephens Consulting 52k $1.8M 100% Mar 2023
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Integris Wealth Management 50k $1.6M 100% Dec 2022
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Atria Wealth Solutions 49k $1.7M -13% Mar 2023
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First Republic Investment Management 48k $1.6M 8% Mar 2023
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Apella Capital 46k $1.5M 16% Dec 2022
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Affinity Capital Advisors 45k $1.5M -6% Mar 2023
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Charter Oak Capital Management 44k $1.5M 4% Mar 2023
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Laurel Wealth Planning 42k $1.4M 15% Mar 2023
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Trilogy Capital 41k $1.4M 3% Mar 2023
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Baystate Wealth Management 40k $1.4M -4% Mar 2023
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Financial Network Investment Corporation 39k $1.3M 103% Dec 2022
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Perigon Wealth Management 39k $1.3M -7% Mar 2023
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Francis Financial 38k $1.3M 100% Mar 2023
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Integrated Wealth Concepts 38k $1.3M 3% Mar 2023
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Prudential Financial 38k $1.2M -7% Dec 2022
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Haverford Trust Company 37k $1.3M 13% Mar 2023
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Wescott Financial Advisory Group 34k $1.2M 5% Mar 2023
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Curtis Advisory Group 34k $1.1M 127% Mar 2023
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Portland Global Advisors 34k $1.1M 1% Mar 2023
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Stratos Wealth Partners 33k $1.1M -78% Mar 2023
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Horst & Graben Wealth Management 33k $1.1M -14% Mar 2023
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Sage Financial 33k $1.1M 60% Mar 2023
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Crestone Asset Management 33k $1.1M 9% Mar 2023
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HPM Partners 32k $1.1M 14% Mar 2023
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Parallel Advisors 32k $1.1M 542% Mar 2023
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Quent Capital 30k $1.0M -18% Mar 2023
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Whittier Trust 30k $1.0M 0% Mar 2023
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GW & Wade 29k $986k -4% Mar 2023
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Wealthsource Partners 29k $968k -16% Mar 2023
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Assetmark 28k $965k -7% Mar 2023
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Raymond James & Associates 28k $963k -24% Mar 2023
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Bell Investment Advisors 28k $941k 21% Mar 2023
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Northland Capital Management 28k $941k 8% Mar 2023
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Beacon Pointe Advisors 28k $940k 140% Mar 2023
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CliftonLarsonAllen Wealth Advisors 27k $931k 4% Mar 2023
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Well Done 27k $925k 0% Mar 2023
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Sharkey, Howes & Javer 27k $924k -16% Mar 2023
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Autus Asset Management 27k $893k 0% Dec 2022
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Diversified Trust Company 27k $919k 4% Mar 2023
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Claraphi Advisory Network 27k $888k 99% Dec 2022
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CLS Investments 27k $871k -23% Dec 2022
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Brookstone Capital Management 26k $886k -8% Mar 2023
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Dfpg Investments 26k $878k 231% Mar 2023
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Wealth Enhancement Advisory Services 25k $863k 60% Mar 2023
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Janney Montgomery Scott 25k $849k -5% Mar 2023
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Congress Wealth Management LLC / DE / 25k $847k 12% Mar 2023
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Long Run Wealth Advisors 25k $838k -6% Mar 2023
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Hilltop Wealth Advisors 25k $837k -2% Mar 2023
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Tower Research Capital 24k $822k -34% Mar 2023
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Dorsey & Whitney Trust Company 24k $809k 33% Mar 2023
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Hardy Reed 24k $805k 0% Mar 2023
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Kestra Advisory Services 24k $802k -56% Mar 2023
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TCWP 23k $750k -8% Dec 2022
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Addison Advisors 22k $759k 33% Mar 2023
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Cranbrook Wealth Management 22k $746k 1% Mar 2023
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Valeo Financial Advisors 22k $745k 100% Mar 2023
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Lake Street Advisors Group 22k $720k 100% Dec 2022
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We Are One Seven 22k $733k 100% Mar 2023
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Commerce Bank N A 21k $721k 2% Mar 2023
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Topel & Distasi Wealth Management 21k $718k 34% Mar 2023
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Per Stirling Capital Management 21k $690k 100% Dec 2022
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Captrust Financial Advisors 21k $701k 6% Mar 2023
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Trellis Advisors 20k $663k 1% Dec 2022
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Raymond James Trust 20k $672k 0% Mar 2023
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Morgan Stanley 20k $641k 100% Dec 2022
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Vista Wealth Management Group 19k $637k -85% Mar 2023
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Axxcess Wealth Management 19k $635k -10% Mar 2023
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EP Wealth Advisors 10k $941k -91% Mar 2023
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Spinnaker Trust 9.7k $331k -76% Mar 2023
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Baird Financial 8.6k $283k -84% Dec 2022
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DeDora Capital 6.4k $218k -70% Mar 2023
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Who sold out of Ishares Tr msci usa small?

Fund or Company Name Date Sold Shares Held Valued At
Litman Gregory Asset Management Dec 2022 151k $4.9M
Citadel Advisors Dec 2022 89k $2.9M
Highland Private Wealth Management Sep 2022 76k $2.3M
Ropes Wealth Advisors Dec 2022 38k $1.2M
Thrivent Financial for Lutherans Dec 2022 31k $1.0M
Equitable Holdings Dec 2022 31k $1.0M
Money Design Dec 2022 24k $777k