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 |
---|---|---|---|---|---|
Putnam Fl Investment Management | 2.0M | $78M | 2% | Dec 2023 |
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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 | 632k | $24M | 12% | Dec 2023 |
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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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UBS Group | 459k | $17M | 11% | Dec 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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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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Sand Hill Advisors | 298k | $11M | 4% | Dec 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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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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Cambridge Investment Research Advisors | 194k | $7.8M | 7% | Mar 2024 |
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Bailard | 194k | $7.4M | -2% | 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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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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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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Mission Wealth Management | 122k | $4.6M | 2% | Dec 2023 |
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APCM Wealth Management for Individuals | 121k | $4.9M | 20% | 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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Advisory Services Network | 105k | $4.0M | 4% | Dec 2023 |
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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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Moss Adams Wealth Advisors | 83k | $3.2M | 3% | 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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Hill Island Financial | 80k | $3.0M | -2% | Dec 2023 |
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Dohj | 80k | $3.2M | 14% | Mar 2024 |
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Stratos Wealth Partners | 76k | $3.1M | -33% | Mar 2024 |
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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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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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Capital Investment Advisory Services | 61k | $2.3M | 0% | Dec 2023 |
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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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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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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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Financial Connections Group | 45k | $1.7M | -68% | 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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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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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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Relyea Zuckerberg Hanson | 39k | $1.6M | 14% | Mar 2024 |
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Mascoma Wealth Management | 37k | $1.4M | -21% | Dec 2023 |
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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 | $1.2M | -11% | Dec 2023 |
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Summit Wealth Group | 31k | $1.2M | 0% | Dec 2023 |
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Congress Wealth Management LLC / DE / | 31k | $1.2M | -2% | Mar 2024 |
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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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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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CliftonLarsonAllen Wealth Advisors | 28k | $1.1M | 7% | Dec 2023 |
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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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Hardy Reed | 26k | $970k | 0% | Dec 2023 |
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Raymond James Trust | 25k | $1.0M | 0% | Mar 2024 |
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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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Grimes & Company | 24k | $978k | 31% | Mar 2024 |
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Cranbrook Wealth Management | 24k | $966k | 2% | Mar 2024 |
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Commerce Bank N A | 24k | $892k | -1% | 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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Brookstone Capital Management | 23k | $906k | -4% | Mar 2024 |
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Valeo Financial Advisors | 22k | $840k | -6% | Mar 2024 |
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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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Pine Haven Investment Counsel | 21k | $860k | 3% | Mar 2024 |
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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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Dorsey & Whitney Trust Company | 21k | $788k | -5% | Dec 2023 |
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Affinity Capital Advisors | 21k | $829k | -21% | 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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Clarius | 19k | $751k | 0% | Mar 2024 |
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One Capital Management | 18k | $697k | 1% | Dec 2023 |
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Bangor Savings Bank | 18k | $729k | 82% | Mar 2024 |
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Empower Advisory Group | 18k | $687k | -3% | Dec 2023 |
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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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Aufman Associates | 17k | $648k | -1% | Dec 2023 |
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RFG Advisory | 17k | $667k | -6% | Mar 2024 |
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Round Rock Advisors | 16k | $623k | -1% | Dec 2023 |
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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 | $585k | -3% | Dec 2023 |
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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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Mariner Wealth Advisors | 15k | $554k | 28% | Dec 2023 |
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Bp Wealth Management | 14k | $541k | -8% | Dec 2023 |
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Great Diamond Partners | 14k | $533k | -1% | Dec 2023 |
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Summit Investment Advisors | 14k | $531k | -3% | Dec 2023 |
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Fortis Capital Management | 14k | $530k | 4% | Dec 2023 |
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Concord Wealth Partners | 14k | $521k | -20% | Dec 2023 |
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TCWP | 13k | $486k | -28% | Dec 2023 |
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H D Vest Advisory Services | 12k | $444k | -35% | Dec 2023 |
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One Wealth Advisors | 11k | $453k | -71% | Mar 2024 |
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Steward Partners Investment Advisory | 7.8k | $298k | -52% | Dec 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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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 |
MA Private Wealth | Sep 2023 | 15k | $517k |