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
Putnam Fl Investment Management 1.1M $38M 19% Dec 2020
Goldman Sachs Group 1.1M $36M 5% Dec 2020
Vontobel Holding 850k $29M 100% Dec 2020
Northern Trust 788k $27M 15% Dec 2020
Fiduciary Trust Company 773k $26M 0% Dec 2020
Creative Planning 481k $16M 25% Dec 2020
Envestnet Asset Management 408k $14M -65% Dec 2020
Bank of America Corporation 282k $9.6M 24% Dec 2020
Royal Bank of Canada 250k $8.5M 5% Dec 2020
UBS Group 244k $8.3M 39% Dec 2020
Harvest Group Wealth Management 215k $7.3M -12% Dec 2020

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Wrapmanager 193k $6.6M 0% Dec 2020
Ameriprise Financial 168k $6.1M -6% Dec 2020
Accredited Investors 125k $4.3M 5% Dec 2020
CWM 115k $3.9M -48% Dec 2020
Commonwealth Equity Services 113k $3.9M 46% Dec 2020
Bailard 112k $3.8M 1% Dec 2020
Susquehanna International 106k $3.6M 100% Dec 2020
EP Wealth Advisors 89k $3.0M 4% Dec 2020
Sei Investments 86k $2.9M 59% Dec 2020
Advisor Group Holdings 86k $2.9M -46% Dec 2020
Sand Hill Advisors 83k $2.8M 11% Dec 2020
Cambridge Investment Research Advisors 81k $2.7M 3% Dec 2020
BlackRock 80k $0 -5% Dec 2020
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 80k $2.7M 24% Dec 2020
Capital Investment Advisory Services 72k $2.5M 141% Dec 2020
Amerivest Investment Management 71k $2.4M 11% Dec 2020
M^T Bank Corporation 65k $2.2M 100% Dec 2020
Beacon Investment Advisory Services 65k $2.2M 3% Dec 2020
Grubman Wealth Management 63k $2.4M 10% Mar 2021
RPg Family Wealth Advisory 61k $2.1M -1% Dec 2020
Affinity Capital Advisors 59k $2.0M 23% Dec 2020
Crestwood Advisors 58k $2.0M 67% Dec 2020
Gradient Investments 58k $1.5M 0% Dec 2020
LPL Financial 58k $2.0M 320% Dec 2020
Vista Wealth Management Group 54k $1.8M 203% Dec 2020
Adviser Investments 51k $1.7M 44% Dec 2020
Blue Edge Capital 51k $1.7M 3% Dec 2020
Pictet Bank & Trust 50k $1.7M -29% Dec 2020
Mercer Global Advisors 46k $1.6M 92% Dec 2020
Raymond James Financial Services Advisors 46k $1.6M 18% Dec 2020
Morningstar Investment Services 45k $1.5M 20% Dec 2020
Stifel Financial 40k $1.4M 5% Dec 2020
Bluestem Financial Advisors 38k $1.3M 6% Dec 2020
Whittier Trust 37k $1.2M 0% Dec 2020
Stewardship Advisors 36k $1.2M 3% Dec 2020
Savant Capital Management 31k $1.1M 23% Dec 2020
Litman Gregory Asset Management 31k $1.0M 11% Dec 2020
Ally Invest Advisors 30k $1.0M 40% Dec 2020
Advisory Services Network 30k $1.1M 17% Dec 2020
Mml Investors Services 27k $920k -56% Dec 2020
Highland Private Wealth Management 24k $929k 10% Mar 2021
Baystate Wealth Management 24k $822k 9% Dec 2020
Charter Oak Capital Management 24k $805k 100% Dec 2020
Trilogy Capital 23k $900k 44% Mar 2021
Grimes & Company 23k $792k 0% Dec 2020
Sullivan, Bruyette, Speros & Blaney 23k $780k 27% Dec 2020
Sowell Financial Services 22k $753k -2% Dec 2020
Relyea Zuckerberg Hanson 21k $719k 0% Dec 2020
First Republic Investment Management 21k $718k 165% Dec 2020
Mather Group 20k $683k 100% Dec 2020
Garrett Investment Advisors 19k $636k 100% Dec 2020
Vision Capital Management 18k $618k 3% Dec 2020
JNBA Financial Advisors 18k $618k 237% Dec 2020
Hardy Reed 18k $607k 1% Dec 2020
Autus Asset Management 18k $600k 11% Dec 2020
Cranbrook Wealth Management 17k $572k 8% Dec 2020
Walkner Condon Financial Advisors 17k $634k 6% Mar 2021
Personal Capital Advisors 16k $561k 0% Dec 2020
Willow Creek Wealth Management 16k $552k -10% Dec 2020
Citadel Advisors 16k $544k -14% Dec 2020
Haverford Trust Company 16k $537k 2% Dec 2020
Branch Banking & Trust Company 16k $531k 3% Dec 2020
Summit Investment Advisors 15k $514k 8% Dec 2020
Financial Architects 15k $509k 43% Dec 2020
Ferguson Wellman Capital Management 15k $506k 4% Dec 2020
FormulaFolio Investments 14k $489k 100% Dec 2020
Franklin Resources 14k $483k -5% Dec 2020
Park Avenue Securities 14k $481k -52% Dec 2020
Pathway Financial Advisors 14k $531k 45% Dec 2020
LVW Advisors 14k $474k -3% Dec 2020
Wealthcare Advisory Partners 14k $470k 0% Dec 2020
Sage Financial 13k $457k 5% Dec 2020
Enterprise Financial Services Corp 13k $453k 0% Dec 2020
Paracle Advisors 12k $414k 0% Dec 2020
Brookstone Capital Management 12k $403k 100% Dec 2020
Bond & Devick Financial Network 11k $389k 100% Dec 2020
One Day In July 11k $385k 100% Dec 2020
Mokosak Advisory Group 11k $374k -1% Dec 2020
Mascoma Wealth Management 11k $370k 100% Dec 2020
Dorsey & Whitney Trust Company 11k $366k 0% Dec 2020
Private Advisor 10k $355k 100% Dec 2020
Northwestern Mutual Wealth Management Company 10k $353k 1319% Dec 2020
Lincoln National 10k $344k 17% Dec 2020
Bragg Financial Advisors 10k $344k 0% Dec 2020
Baldrige Asset Management 10k $344k -6% Dec 2020
Pinnacle Advisory Group 10k $342k 100% Dec 2020
Boston Standard Wealth Management 10k $341k 0% Dec 2020
Portland Global Advisors 9.9k $338k 0% Dec 2020
Main Management 9.8k $334k 0% Dec 2020
ETF Portfolio Partners 9.5k $324k 0% Dec 2020
Maryland Capital Management 9.5k $324k 3% Dec 2020
Citizens Financial Group 9.4k $322k 3% Dec 2020
RFG Advisory 9.4k $338k 100% Dec 2020
Aaron Wealth Advisors 9.3k $318k 100% Dec 2020
ERTS Wealth Advisors 9.2k $315k 23% Dec 2020
Bangor Savings Bank 9.1k $310k 100% Dec 2020
CPCM 9.0k $306k 100% Dec 2020
BSW Wealth Partners 8.6k $293k 100% Dec 2020
Tarbox 8.5k $291k 0% Dec 2020
HighTower Advisors 8.4k $287k 100% Dec 2020
55i 8.4k $286k -67% Dec 2020
SNS Financial 8.3k $283k 100% Dec 2020
Raymond James & Associates 8.1k $277k 100% Dec 2020
Wealthsource Partners 8.1k $275k -73% Dec 2020
Stokes Family Office 7.9k $268k 0% Dec 2020
Alesco Advisors 7.8k $266k -14% Dec 2020
Institutional & Family Asset Management 7.7k $262k 12% Dec 2020
Dynamic Advisors Solutions 7.6k $260k 100% Dec 2020
Opal Wealth Advisors 7.4k $254k 100% Dec 2020
Orion Portfolio Solutions 7.4k $251k -3% Dec 2020
Parcion Private Wealth 6.9k $266k -1% Mar 2021
Perigon Wealth Management 6.8k $231k 100% Dec 2020
CWS Financial Advisors 6.7k $228k 100% Dec 2020
Spinnaker Trust 6.7k $227k 100% Dec 2020
Apella Capital 6.6k $225k 100% Dec 2020
Stordahl Capital Management 6.6k $225k 100% Dec 2020
Rothschild & Co Wealth Management UK 6.5k $222k 0% Dec 2020
Evergreen Capital Management 6.4k $220k 100% Dec 2020
Patriot Financial Group Insurance Agency 6.3k $216k 10% Dec 2020
Halbert Hargrove Global Advisors 6.0k $205k -30% Dec 2020
BLB^B Advisors 6.0k $204k 100% Dec 2020
Kestra Advisory Services 5.9k $200k 100% Dec 2020
Assetmark 5.8k $197k -1% Dec 2020
Asset Dedication 5.5k $188k 55% Dec 2020
Parallel Advisors 4.4k $149k -73% Dec 2020
Carolina Wealth Advisors 3.7k $142k 0% Mar 2021
Addison Advisors 3.5k $120k 100% Dec 2020
Captrust Financial Advisors 3.4k $115k 0% Dec 2020
Tower Research Capital 3.3k $111k -25% Dec 2020
Valeo Financial Advisors 3.0k $117k 0% Mar 2021
IFP Advisors 2.8k $97k -2% Dec 2020
Acropolis Investment Management 2.7k $105k 100% Mar 2021
Sugarloaf Wealth Management 2.4k $83k 43% Dec 2020
McClarren Financial Advisors 2.4k $77k 100% Dec 2020
PrairieView Partners 2.3k $80k 7% Dec 2020
Ellevest 2.3k $78k 0% Dec 2020
FinTrust Capital Advisors 2.1k $72k 0% Dec 2020
tru Independence 1.7k $59k 100% Dec 2020
Creative Financial Designs 994.00 $34k -68% Dec 2020
AdvisorNet Financial 154.00 $5.0k -91% Dec 2020

Who sold out of Ishares Tr msci usa small?

Fund or Company Name Date Sold Shares Held Valued At
Baker Avenue Asset Management Sep 2020 147k $3.9M
CLS Investments Sep 2020 26k $683k
Horst & Graben Wealth Management Sep 2020 17k $454k
Equitable Holdings Sep 2020 17k $446k
Austin Private Wealth Sep 2020 9.7k $258k
CornerCap Investment Counsel Sep 2020 9.4k $249k
Steward Partners Investment Advisory Sep 2020 3.9k $104k
Braun-Bostich & Associates Sep 2020 3.1k $81k
Elm Advisors Dec 2020 2.4k $83k