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 |
---|---|---|---|---|---|
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 |