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
Goldman Sachs Group 2.1M $71M -4% Sep 2023
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Putnam Fl Investment Management 2.0M $78M 2% Dec 2023
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Northern Trust 1.9M $63M 3% Sep 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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Envestnet Asset Management 1.3M $45M -59% Sep 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 632k $24M 12% Dec 2023
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Pathstone Holdings 498k $19M 100% Dec 2023
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Pathstone Family Office 496k $17M 2% Sep 2023
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Citizens Financial Group 487k $19M 0% Dec 2023
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UBS Group 459k $17M 11% Dec 2023
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Acorns Advisers 436k $15M 4% Sep 2023
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Betterment 431k $16M -3% Dec 2023
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Commonwealth Equity Services 406k $15M 58% Dec 2023
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Northwestern Mutual Wealth Management Company 404k $14M 11% Sep 2023
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Royal Bank of Canada 399k $15M 3% Dec 2023
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Bank of America Corporation 373k $14M 10% Dec 2023
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Wells Fargo & Company 366k $14M 30% Dec 2023
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HighTower Advisors 354k $13M 10% Dec 2023
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Accredited Investors 348k $13M 2% Dec 2023
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Sei Investments 335k $11M 0% Sep 2023
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Ameriprise Financial 310k $10M -8% Sep 2023
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Sand Hill Advisors 298k $11M 4% Dec 2023
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LPL Financial 264k $8.9M 25% Sep 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 244k $9.3M 4% Dec 2023
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SigFig Wealth Management 233k $8.8M 15% Dec 2023
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FMR 228k $7.7M 75% Sep 2023
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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 213k $8.1M 4% Dec 2023
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Bailard 194k $7.4M -2% Dec 2023
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Cambridge Investment Research Advisors 182k $6.9M -6% Dec 2023
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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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EP Wealth Advisors 157k $5.3M 601% Sep 2023
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Litman Gregory Asset Management 155k $5.9M -1% Dec 2023
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Wealth Architects 154k $5.8M 1% Dec 2023
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Wrapmanager 153k $5.8M 3% Dec 2023
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Alesco Advisors 137k $5.2M -28% Dec 2023
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BlackRock 127k $4.3M 9% Sep 2023
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Mission Wealth Management 122k $4.6M 2% Dec 2023
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Morningstar Investment Services 115k $3.9M 2% Sep 2023
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Stratos Wealth Partners 114k $4.3M -19% Dec 2023
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Grubman Wealth Management 109k $4.1M 6% Dec 2023
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Wealth Enhancement Advisory Services 106k $4.0M 53% Dec 2023
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Advisory Services Network 105k $4.0M 4% Dec 2023
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APCM Wealth Management for Individuals 101k $3.8M -7% Dec 2023
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Regatta Capital Group 98k $3.7M -3% Dec 2023
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Mather Group 97k $3.7M 41% Dec 2023
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Financial Engines Advisors L.L.C 95k $3.2M 11% Sep 2023
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Ally Invest Advisors 94k $3.1M 4% Sep 2023
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Mml Investors Services 93k $3.1M -45% Sep 2023
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Invera Wealth Advisors 89k $3.4M 100% Dec 2023
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Advisor Group Holdings 84k $3.2M -61% Dec 2023
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Bluestem Financial Advisors 84k $3.2M -1% Dec 2023
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Moss Adams Wealth Advisors 83k $3.2M 3% Dec 2023
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RPg Family Wealth Advisory 80k $3.0M 7% Dec 2023
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Hill Island Financial 80k $3.0M -2% Dec 2023
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Gradient Investments 78k $3.0M -1% Dec 2023
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CI Private Wealth 72k $2.7M -1% Dec 2023
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Integris Wealth Management 72k $2.7M 3% Dec 2023
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Financial Advisors 70k $2.7M 2% Dec 2023
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Dohj 70k $2.7M 100% Dec 2023
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Cetera Investment Advisers 69k $2.3M -40% Sep 2023
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Financial Gravity Wealth 68k $89k 0% Dec 2023
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Crestwood Advisors 68k $2.6M -2% Dec 2023
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Beacon Investment Advisory Services 65k $2.5M 0% Dec 2023
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Quent Capital 64k $2.4M 68% Dec 2023
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Garde Capital 64k $2.4M -28% Dec 2023
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Asset Dedication 62k $2.4M -22% Dec 2023
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Capital Investment Advisory Services 61k $2.3M 0% Dec 2023
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Harbour Investments 60k $2.3M 0% Dec 2023
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Charter Oak Capital Management 59k $2.3M 4% Dec 2023
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Jpmorgan Chase & Co 59k $2.2M -57% Dec 2023
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Stewardship Advisors 56k $2.1M 0% Dec 2023
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Stifel Financial 55k $2.1M 3% Dec 2023
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Vision Capital Management 55k $2.1M 13% Dec 2023
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Blue Edge Capital 54k $2.1M 20% Dec 2023
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Stephens Consulting 54k $2.0M -7% Dec 2023
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Willow Creek Wealth Management 51k $1.7M -6% Sep 2023
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Regions Bank 50k $1.9M 7% Dec 2023
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Apella Capital 49k $1.8M -1% Dec 2023
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Laurel Wealth Planning 48k $1.8M 16% Dec 2023
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Francis Financial 48k $1.8M 1% Dec 2023
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Omega Financial Group 48k $1.8M -2% Dec 2023
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Financial Network Investment Corporation 47k $1.6M 35% Sep 2023
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Raymond James Financial Services Advisors 47k $1.8M -1% Dec 2023
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Trilogy Capital 46k $1.7M 2% Dec 2023
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Financial Connections Group 45k $1.7M -68% Dec 2023
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Garrett Investment Advisors 44k $1.7M 28% Dec 2023
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Dunhill Financial 44k $1.7M -77% Dec 2023
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Crestone Asset Management 44k $1.7M 20% Dec 2023
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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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Wealthcare Advisory Partners 43k $1.6M -11% Dec 2023
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Haverford Trust Company 41k $1.6M -10% Dec 2023
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Sage Financial 40k $1.5M 6% Dec 2023
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One Wealth Advisors 39k $1.3M -43% Sep 2023
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Mascoma Wealth Management 37k $1.4M -21% Dec 2023
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Chicago Partners Investment 37k $1.4M 10% Dec 2023
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Moneta Group Investment Advisors 36k $1.4M 118% Dec 2023
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Wescott Financial Advisory Group 35k $1.2M 3% Sep 2023
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Relyea Zuckerberg Hanson 34k $1.3M 69% Dec 2023
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Portland Global Advisors 34k $1.1M 0% Sep 2023
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Raymond James & Associates 33k $1.3M -13% Dec 2023
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Lake Street Advisors Group 32k $1.1M 0% Sep 2023
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Integrated Wealth Concepts 32k $1.1M -23% Sep 2023
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Congress Wealth Management LLC / DE / 31k $1.2M 8% Dec 2023
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Whittier Trust 31k $1.2M -11% Dec 2023
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Summit Wealth Group 31k $1.2M 0% Dec 2023
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Bell Investment Advisors 30k $1.2M 0% Dec 2023
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Baystate Wealth Management 30k $1.1M 4% Dec 2023
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GW & Wade 29k $1.1M 1% Dec 2023
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Addison Advisors 29k $1.1M 12% Dec 2023
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Hanson McClain Advisors 28k $1.1M -45% Dec 2023
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CliftonLarsonAllen Wealth Advisors 28k $1.1M 7% Dec 2023
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Axxcess Wealth Management 27k $1.0M 54% Dec 2023
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Miracle Mile Advisors 27k $1.0M 100% Dec 2023
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Well Done 27k $1.0M 0% Dec 2023
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Affinity Capital Advisors 26k $989k -7% Dec 2023
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Richard Bernstein Advisors 26k $863k 100% Sep 2023
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Jones Financial Companies, L.L 26k $859k 9% Sep 2023
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Hardy Reed 26k $970k 0% Dec 2023
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Raymond James Trust 25k $963k 28% Dec 2023
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Cary Street Partner Investment Advisory 25k $960k 13% Dec 2023
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Parallel Advisors 25k $947k -14% Dec 2023
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First Republic Investment Management 24k $810k -47% Sep 2023
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Cranbrook Wealth Management 24k $896k 3% Dec 2023
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Brookstone Capital Management 24k $892k -7% Dec 2023
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Commerce Bank N A 24k $892k -1% Dec 2023
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Valeo Financial Advisors 23k $888k 2% Dec 2023
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Kestra Advisory Services 23k $881k 14% Dec 2023
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Long Run Wealth Advisors 23k $879k -1% Dec 2023
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Topel & Distasi Wealth Management 23k $869k 0% Dec 2023
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WNY Asset Management 22k $820k -8% Dec 2023
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NewEdge Wealth 22k $817k -1% Dec 2023
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Orion Portfolio Solutions 21k $799k -25% Dec 2023
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Baird Financial 21k $805k 12% Dec 2023
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Pine Haven Investment Counsel 21k $788k 1% Dec 2023
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Dorsey & Whitney Trust Company 21k $788k -5% Dec 2023
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Diversified Trust Company 20k $758k -1% Dec 2023
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Planning Alternatives 19k $736k -3% Dec 2023
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Cresset Asset Management 19k $644k 0% Sep 2023
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CWM 19k $711k -89% Dec 2023
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Clarius 19k $709k 22% Dec 2023
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Grimes & Company 19k $706k 0% Dec 2023
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One Capital Management 18k $697k 1% Dec 2023
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Empower Advisory Group 18k $687k -3% Dec 2023
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Robertson Stephens Wealth Management 18k $679k -25% Dec 2023
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Prudential Financial 12k $407k -58% Sep 2023
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Susquehanna International 11k $369k -65% Sep 2023
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Thrivent Financial for Lutherans 10k $340k -50% Sep 2023
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Assetmark 7.2k $275k -67% Dec 2023
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Perigon Wealth Management 5.9k $225k -74% Dec 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of Ishares Tr msci usa small?

Fund or Company Name Date Sold Shares Held Valued At
Park Avenue Securities Sep 2023 99k $3.3M
IMPACTfolio Sep 2023 65k $2.2M
Orgel Wealth Management Sep 2023 30k $1.0M
Atria Wealth Solutions Sep 2023 26k $893k
Trellis Advisors Sep 2023 20k $685k