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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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 |
|---|---|---|---|---|---|
| FMR | 2.9M | $135M | 12% | Dec 2025 |
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| Bank of America Corporation | 2.1M | $97M | 100% | Mar 2026 |
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| Northern Trust | 2.1M | $95M | 2% | Dec 2025 |
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| Betterment | 1.8M | $82M | 0% | Dec 2025 |
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| Creative Planning | 1.6M | $74M | 1% | Mar 2026 |
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| Goldman Sachs Group | 1.2M | $54M | 2% | Mar 2026 |
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| TIAA Wealth Investment Management | 1.0M | $47M | 100% | Mar 2026 |
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| Fiduciary Trust Company | 861k | $40M | -1% | Dec 2025 |
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| Vontobel Holding | 800k | $38M | -4% | Mar 2026 |
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| BlackRock | 744k | $35M | 3% | Mar 2026 |
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| Wells Fargo & Company | 721k | $34M | 5% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 709k | $33M | 100% | Mar 2026 |
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| Acorns Advisers | 649k | $30M | 2% | Dec 2025 |
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| M^T Bank Corporation | 622k | $29M | -9% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 608k | $29M | 4% | Mar 2026 |
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| Royal Bank of Canada | 544k | $26M | 9% | Mar 2026 |
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| UBS Group | 514k | $24M | 11% | Mar 2026 |
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| Ameriprise Financial | 482k | $23M | -16% | Mar 2026 |
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| Sand Hill Advisors | 475k | $22M | 57% | Dec 2025 |
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| Pathstone Holdings | 462k | $22M | 0% | Mar 2026 |
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| Sei Investments | 453k | $21M | 0% | Mar 2026 |
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| LPL Financial | 431k | $20M | 11% | Mar 2026 |
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| Pnc Financial Services | 382k | $18M | 15% | Mar 2026 |
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| Commonwealth Equity Services | 330k | $16M | 15% | Mar 2026 |
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| HighTower Advisors | 308k | $15M | 1% | Mar 2026 |
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| Accredited Investors | 299k | $14M | -1% | Mar 2026 |
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| Modera Wealth Management | 287k | $14M | 0% | Mar 2026 |
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| Wealth Architects | 283k | $13M | 1% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 263k | $12M | -2% | Mar 2026 |
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| EP Wealth Advisors | 224k | $11M | -3% | Mar 2026 |
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| Stifel Financial | 182k | $8.6M | 7% | Mar 2026 |
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| Bailard | 180k | $8.4M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 178k | $8.4M | -4% | Mar 2026 |
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| Putnam Fl Investment Management | 177k | $8.3M | -12% | Mar 2026 |
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| Mission Wealth Management | 167k | $7.8M | -2% | Mar 2026 |
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| Raymond James Financial | 159k | $7.3M | 15% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 152k | $7.0M | 4% | Dec 2025 |
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| Envestnet Asset Management | 148k | $7.0M | 15% | Mar 2026 |
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| Ally Invest Advisors | 145k | $6.8M | 1% | Mar 2026 |
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| Regions Bank | 144k | $6.7M | 0% | Mar 2026 |
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| Alesco Advisors | 142k | $6.7M | -4% | Mar 2026 |
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| NorthRock Partners | 138k | $6.5M | 1% | Mar 2026 |
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| Hartland & Co | 137k | $6.4M | 6969% | Mar 2026 |
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| Litman Gregory Asset Management | 135k | $6.2M | -5% | Dec 2025 |
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| Regatta Capital Group | 132k | $6.2M | 5% | Mar 2026 |
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| Stanich Group | 130k | $6.1M | 3% | Mar 2026 |
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| APCM Wealth Management for Individuals | 119k | $5.6M | -1% | Mar 2026 |
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| Mercer Global Advisors | 116k | $5.5M | 19% | Mar 2026 |
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| Advisory Services Network | 113k | $5.2M | 2% | Dec 2025 |
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| Cetera Investment Advisers | 113k | $5.3M | -1% | Mar 2026 |
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| Mather Group | 112k | $5.3M | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 111k | $5.1M | 12% | Dec 2025 |
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| Apella Capital | 108k | $5.5M | 28% | Mar 2026 |
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| Gemmer Asset Management | 104k | $4.9M | 12% | Mar 2026 |
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| Global Retirement Partners | 100k | $4.6M | 34262% | Dec 2025 |
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| CBIZ Investment Advisory Services | 100k | $4.7M | 100% | Mar 2026 |
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| Bluestem Financial Advisors | 100k | $4.7M | 1% | Mar 2026 |
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| Birchwood Financial Partners | 99k | $4.7M | 79% | Mar 2026 |
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| Savant Capital Management | 98k | $4.6M | -4% | Mar 2026 |
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| Mariner Wealth Advisors | 96k | $4.5M | 22% | Mar 2026 |
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| Plum Street Advisors | 81k | $3.7M | 19% | Dec 2025 |
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| MOR Wealth Management | 80k | $3.8M | 0% | Mar 2026 |
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| TFC Financial Management | 79k | $3.7M | 1953% | Mar 2026 |
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| Harbour Investments | 77k | $3.6M | 3% | Mar 2026 |
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| Quent Capital | 77k | $3.6M | 3% | Mar 2026 |
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| Branch Banking & Trust Company | 75k | $3.5M | -59% | Mar 2026 |
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| CI Private Wealth | 74k | $3.5M | 6% | Mar 2026 |
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| Gradient Investments | 72k | $3.4M | -2% | Mar 2026 |
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| Integris Wealth Management | 71k | $3.3M | -3% | Mar 2026 |
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| Beacon Pointe Advisors | 70k | $3.2M | 17% | Dec 2025 |
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| eCIO | 69k | $3.2M | -3% | Mar 2026 |
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| Clarius | 68k | $3.1M | -2% | Dec 2025 |
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| Decker Retirement Planning | 67k | $3.2M | 7% | Mar 2026 |
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| Beacon Investment Advisory Services | 65k | $3.0M | 0% | Mar 2026 |
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| Miracle Mile Advisors | 64k | $3.0M | -8% | Mar 2026 |
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| Crestwood Advisors | 62k | $2.9M | 2% | Mar 2026 |
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| Morgan Stanley | 61k | $2.9M | 20% | Mar 2026 |
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| Vision Capital Management | 60k | $2.8M | -16% | Mar 2026 |
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| Haverford Trust Company | 60k | $2.8M | -1% | Mar 2026 |
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| Advisor Group Holdings | 59k | $2.7M | -5% | Dec 2025 |
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| Wesbanco Trust And Investments | 59k | $2.8M | -2% | Mar 2026 |
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| Laurel Wealth Planning | 58k | $2.7M | -2% | Mar 2026 |
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| Citizens Financial Group | 55k | $2.6M | -1% | Mar 2026 |
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| rebel Financial | 54k | $2.5M | -3% | Mar 2026 |
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| Francis Financial | 53k | $2.5M | -2% | Mar 2026 |
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| Charter Oak Capital Management | 53k | $2.5M | -7% | Mar 2026 |
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| Omega Financial Group | 51k | $2.4M | -9% | Mar 2026 |
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| Becker Capital Management | 51k | $2.4M | 6% | Mar 2026 |
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| Colony | 50k | $2.3M | 26% | Dec 2025 |
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| Wescott Financial Advisory Group | 49k | $2.3M | -1% | Mar 2026 |
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| CWM | 48k | $2.2M | 41% | Dec 2025 |
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| Grimes & Company | 47k | $2.2M | -8% | Mar 2026 |
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| HPM Partners | 47k | $2.2M | 3% | Mar 2026 |
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| Franklin Resources | 46k | $2.2M | 2% | Mar 2026 |
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| Relyea Zuckerberg Hanson | 45k | $2.1M | 0% | Mar 2026 |
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| Hanson McClain Advisors | 45k | $2.1M | -1% | Dec 2025 |
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| Sage Financial | 45k | $2.1M | -1% | Mar 2026 |
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| Midwest Financial Partners Investments | 44k | $2.1M | 0% | Mar 2026 |
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| Pearl Planning | 43k | $2.0M | 100% | Mar 2026 |
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| Asset Dedication | 43k | $2.0M | -3% | Mar 2026 |
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| Wrapmanager | 43k | $2.0M | -23% | Mar 2026 |
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| Aspiriant | 40k | $1.9M | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 40k | $1.9M | -5% | Mar 2026 |
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| Seeds Investor | 40k | $2.0M | 15% | Mar 2026 |
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| Addison Advisors | 38k | $1.8M | 0% | Mar 2026 |
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| One Capital Management | 38k | $1.8M | 26% | Mar 2026 |
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| Wealthcare Advisory Partners | 38k | $1.8M | -5% | Mar 2026 |
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| Chicago Partners Investment | 37k | $1.9M | 0% | Mar 2026 |
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| Garde Capital | 37k | $1.7M | 1% | Mar 2026 |
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| Robertson Stephens Wealth Management | 36k | $1.7M | 71% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 35k | $1.7M | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 35k | $1.6M | 0% | Mar 2026 |
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| Invera Wealth Advisors | 35k | $1.6M | -59% | Mar 2026 |
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| Tiaa Trust, National Association | 34k | $1.6M | -98% | Mar 2026 |
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| Moneta Group Investment Advisors | 33k | $1.6M | 7% | Mar 2026 |
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| Captrust Financial Advisors | 33k | $1.5M | 16% | Dec 2025 |
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| Stordahl Capital Management | 31k | $1.5M | 6% | Mar 2026 |
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| Ferguson Wellman Capital Management | 31k | $1.4M | 100% | Mar 2026 |
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| AI Financial Services | 30k | $1.4M | -4% | Mar 2026 |
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| Warren Averett Asset Management | 30k | $1.4M | -5% | Dec 2025 |
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| Coldstream Capital Management | 30k | $1.4M | 27% | Mar 2026 |
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| Summit Wealth Group | 30k | $1.4M | -3% | Mar 2026 |
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| Annis Gardner Whiting Capital Advisors | 30k | $1.4M | 0% | Mar 2026 |
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| Kestra Advisory Services | 29k | $1.4M | 15% | Mar 2026 |
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| Evolve Private Wealth | 29k | $1.4M | 100% | Mar 2026 |
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| Values Added Financial | 29k | $1.4M | -3% | Mar 2026 |
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| Brookstone Capital Management | 28k | $1.3M | 11% | Mar 2026 |
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| Towerpoint Wealth | 28k | $1.3M | 1% | Mar 2026 |
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| Topel & Distasi Wealth Management | 28k | $1.3M | -15% | Mar 2026 |
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| PFG Investments | 27k | $1.3M | 100% | Mar 2026 |
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| Planning Alternatives | 27k | $1.3M | -8% | Mar 2026 |
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| BSW Wealth Partners | 27k | $1.3M | -11% | Mar 2026 |
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| Assetmark | 27k | $1.3M | 3% | Mar 2026 |
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| Rockefeller Capital Management | 26k | $1.2M | 23% | Mar 2026 |
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| Pine Haven Investment Counsel | 26k | $1.2M | 6% | Mar 2026 |
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| Hardy Reed | 26k | $1.2M | 8% | Mar 2026 |
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| Bell Investment Advisors | 26k | $1.2M | -11% | Mar 2026 |
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| Aptus Capital Advisors | 26k | $1.2M | 1% | Mar 2026 |
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| Wealth Advisory Team | 25k | $1.2M | 100% | Dec 2025 |
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| Mascoma Wealth Management | 25k | $1.1M | -8% | Mar 2026 |
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| Trilogy Capital | 24k | $1.1M | 8% | Mar 2026 |
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| Dorsey & Whitney Trust Company | 24k | $1.1M | -8% | Mar 2026 |
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| Mml Investors Services | 23k | $1.1M | -24% | Mar 2026 |
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| Blue Edge Capital | 23k | $1.1M | 1% | Mar 2026 |
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| Cambridge Financial Group | 23k | $1.1M | -15% | Mar 2026 |
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| Cranbrook Wealth Management | 23k | $1.1M | 0% | Mar 2026 |
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| Aufman Associates | 22k | $1.0M | 6% | Dec 2025 |
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| Opes Wealth Management | 22k | $1.0M | 0% | Mar 2026 |
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| Cascade Financial Partners | 22k | $1.0M | 0% | Mar 2026 |
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| Financial Services Advisory | 22k | $1.0M | -51% | Mar 2026 |
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| Freestone Capital Holdings | 20k | $953k | -37% | Mar 2026 |
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| Whittier Trust | 6.2k | $297k | -80% | Mar 2026 |
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| Capital Investment Advisory Services | 4.00 | $188.000000 | -100% | Mar 2026 |
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Who sold out of Ishares Tr msci usa small?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SigFig Wealth Management | Dec 2025 | 198k | $9.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 150k | $7.2M |
| Jpmorgan Chase & Co | Sep 2025 | 60k | $2.7M |
| Axxcess Wealth Management | Dec 2025 | 34k | $1.6M |