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
Tiaa Trust, National Association 2.4M $94M 2% Mar 2025
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FMR 2.3M $87M 99% Mar 2025
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Northern Trust 2.2M $83M 5% Mar 2025
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Bank of America Corporation 1.7M $73M 0% Dec 2024
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Goldman Sachs Group 1.6M $62M 0% Mar 2025
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Betterment 1.6M $67M 7% Dec 2024
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Creative Planning 1.5M $56M 2% Mar 2025
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Putnam Fl Investment Management 1.3M $51M -2% Mar 2025
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Wells Fargo & Company 1.1M $41M 2% Mar 2025
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Fiduciary Trust Company 973k $37M -2% Mar 2025
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Vontobel Holding 800k $31M 0% Mar 2025
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BlackRock 656k $25M 4% Mar 2025
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M^T Bank Corporation 656k $25M -2% Mar 2025
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Ameriprise Financial 641k $25M 23% Mar 2025
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Acorns Advisers 536k $21M 4% Mar 2025
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Pathstone Holdings 524k $20M 0% Mar 2025
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Northwestern Mutual Wealth Management Company 479k $20M 5% Dec 2024
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Royal Bank of Canada 456k $17M 4% Mar 2025
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UBS Group 446k $17M 2% Mar 2025
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Commonwealth Equity Services 400k $17M 7% Dec 2024
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Sei Investments 381k $16M -3% Dec 2024
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Accredited Investors 341k $14M -1% Dec 2024
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HighTower Advisors 326k $14M 0% Dec 2024
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Sand Hill Advisors 314k $12M 3% Mar 2025
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Modera Wealth Management 286k $11M -4% Mar 2025
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Envestnet Asset Management 265k $10M 0% Mar 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 257k $9.9M 1% Mar 2025
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SigFig Wealth Management 239k $9.2M 5% Mar 2025
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LPL Financial 216k $8.3M 4% Mar 2025
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EP Wealth Advisors 205k $7.9M -1% Mar 2025
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Mercer Global Advisors 198k $7.6M 1% Mar 2025
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Cambridge Investment Research Advisors 193k $7.4M 4% Mar 2025
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Bailard 183k $7.0M -2% Mar 2025
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Advisory Services Network 166k $7.0M 40% Dec 2024
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Litman Gregory Asset Management 164k $6.3M -12% Mar 2025
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Alesco Advisors 155k $6.0M 24% Mar 2025
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Hm Payson & Co 153k $5.9M -5% Mar 2025
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Savant Capital Management 152k $5.8M -11% Mar 2025
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Raymond James Financial 150k $5.8M 17% Mar 2025
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Branch Banking & Trust Company 142k $5.4M -16% Mar 2025
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Ally Invest Advisors 131k $5.5M 2% Dec 2024
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Financial Engines Advisors L.L.C 127k $4.9M -1% Mar 2025
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Wealth Enhancement Advisory Services 125k $4.8M -10% Mar 2025
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Regions Bank 120k $4.6M 116% Mar 2025
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Grubman Wealth Management 119k $4.5M 1% Mar 2025
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Wealth Architects 118k $66M -46% Mar 2025
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APCM Wealth Management for Individuals 116k $4.5M -5% Mar 2025
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Citizens Financial Group 113k $4.3M -40% Mar 2025
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Regatta Capital Group 113k $4.3M 37% Mar 2025
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Stanich Group 111k $4.3M 8% Mar 2025
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Mather Group 108k $4.1M -2% Mar 2025
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Mission Wealth Management 106k $4.1M 15% Mar 2025
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Wrapmanager 103k $4.0M -5% Mar 2025
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Bluestem Financial Advisors 95k $3.7M -4% Mar 2025
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Willow Creek Wealth Management 95k $4.0M 100% Dec 2024
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Invera Wealth Advisors 88k $3.4M -3% Mar 2025
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Moss Adams Wealth Advisors 87k $3.4M 4% Mar 2025
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Hill Island Financial 84k $3.2M -5% Mar 2025
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Gradient Investments 82k $3.2M -4% Mar 2025
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Jones Financial Companies, L.L 81k $3.1M 35% Mar 2025
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CI Private Wealth 79k $3.0M -3% Mar 2025
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Integris Wealth Management 72k $2.8M 4% Mar 2025
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Cetera Investment Advisers 72k $3.0M 11% Dec 2024
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Harbour Investments 71k $2.7M 4% Mar 2025
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Flow Traders US 70k $2.9M 100% Dec 2024
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Clarius 70k $2.7M 8% Mar 2025
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Vision Capital Management 69k $2.6M 18% Mar 2025
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Apella Capital 68k $2.5M 9% Mar 2025
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Financial Advisors 66k $2.5M 1% Mar 2025
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Wesbanco Trust And Investments 65k $2.5M 11% Mar 2025
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Beacon Investment Advisory Services 65k $2.7M 100% Dec 2024
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Mariner Wealth Advisors 63k $2.4M 5% Mar 2025
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Quent Capital 62k $2.4M 8% Mar 2025
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Stephens Consulting 61k $2.3M 5% Mar 2025
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Stifel Financial 61k $2.5M 3% Dec 2024
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Omega Financial Group 60k $2.3M 9% Mar 2025
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Crestwood Advisors 59k $2.3M -8% Mar 2025
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Haverford Trust Company 58k $2.2M 8% Mar 2025
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Charter Oak Capital Management 58k $2.2M 2% Mar 2025
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Dohj 58k $2.2M 10% Mar 2025
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Jpmorgan Chase & Co 57k $2.2M 0% Mar 2025
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Francis Financial 57k $2.4M -2% Dec 2024
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Plum Street Advisors 56k $2.2M 1% Mar 2025
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Laurel Wealth Planning 52k $2.0M 5% Mar 2025
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Capital Investment Advisory Services 52k $2.0M 0% Mar 2025
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HPM Partners 50k $1.9M 1% Mar 2025
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Balanced Rock Investment Advisors 49k $1.9M 5% Mar 2025
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Franklin Resources 49k $1.9M -2% Mar 2025
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Trilogy Capital 48k $2.0M -4% Dec 2024
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Becker Capital Management 47k $1.8M 0% Mar 2025
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Hanson McClain Advisors 47k $1.7M 62% Mar 2025
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Sage Financial 45k $1.7M 1% Mar 2025
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Colony 45k $1.7M 10% Mar 2025
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Westfuller Advisors 44k $1.7M 100% Mar 2025
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Asset Dedication 44k $1.7M -11% Mar 2025
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Garrett Investment Advisors 43k $1.7M -6% Mar 2025
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Wealthcare Advisory Partners 41k $1.6M 26% Mar 2025
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Addison Advisors 40k $1.5M -6% Mar 2025
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Blue Edge Capital 40k $1.5M -29% Mar 2025
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Wescott Financial Advisory Group 40k $1.7M 0% Dec 2024
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Hart & Patterson Financial Group 39k $1.7M -12% Dec 2024
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eCIO 37k $1.4M 100% Mar 2025
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Financial Connections Group 37k $1.4M -12% Mar 2025
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Martin Worley Group 36k $1.4M 28% Mar 2025
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Chicago Partners Investment 36k $1.4M 3% Mar 2025
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Warren Averett Asset Management 36k $1.5M -39% Dec 2024
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CliftonLarsonAllen Wealth Advisors 35k $1.3M 14% Mar 2025
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Relyea Zuckerberg Hanson 34k $1.3M 3% Mar 2025
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Advisor Group Holdings 32k $1.2M -63% Mar 2025
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Summit Wealth Group 32k $1.2M 3% Mar 2025
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Sanctuary Advisors 32k $1.4M -1% Dec 2024
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Topel & Distasi Wealth Management 31k $1.2M 23% Mar 2025
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Goss Wealth Management 31k $1.3M 10% Dec 2024
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Whittier Trust 31k $1.2M 0% Mar 2025
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Moneta Group Investment Advisors 31k $1.2M -17% Mar 2025
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Bell Investment Advisors 30k $1.2M -1% Mar 2025
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Garde Capital 30k $1.1M 8% Mar 2025
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Grimes & Company 30k $1.1M -38% Mar 2025
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Stratos Wealth Partners 30k $1.1M -48% Mar 2025
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Morgan Stanley 29k $1.2M 100% Dec 2024
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Miracle Mile Advisors 29k $1.1M -4% Mar 2025
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AI Financial Services 28k $1.1M 11% Mar 2025
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Axxcess Wealth Management 28k $1.1M -8% Mar 2025
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Bp Wealth Management 28k $1.2M 100% Dec 2024
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Mascoma Wealth Management 27k $1.0M -4% Mar 2025
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Mml Investors Services 27k $1.1M -6% Dec 2024
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Dunhill Financial 26k $1.0M -20% Mar 2025
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One Day In July 26k $1.0M 62% Mar 2025
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Planning Alternatives 25k $967k 11% Mar 2025
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Hilltop Wealth Advisors 25k $947k -2% Mar 2025
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Kestra Advisory Services 24k $1.0M -5% Dec 2024
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Hardy Reed 24k $925k 0% Mar 2025
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Annis Gardner Whiting Capital Advisors 24k $924k 12% Mar 2025
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Towerpoint Wealth 24k $923k 18% Mar 2025
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Pine Haven Investment Counsel 24k $920k -2% Mar 2025
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Robertson Stephens Wealth Management 23k $886k 10% Mar 2025
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Parallel Advisors 22k $854k -13% Mar 2025
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Captrust Financial Advisors 22k $854k 2% Mar 2025
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Brookstone Capital Management 22k $852k -6% Mar 2025
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Cascade Financial Partners 22k $844k 0% Mar 2025
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Congress Wealth Management LLC / DE / 22k $921k -17% Dec 2024
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Cranbrook Wealth Management 22k $832k -3% Mar 2025
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Dorsey & Whitney Trust Company 22k $827k 13% Mar 2025
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Stordahl Capital Management 21k $812k 49% Mar 2025
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WNY Asset Management 21k $812k -20% Mar 2025
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Wiley Bros.-aintree Capital 21k $879k 224% Dec 2024
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Bragg Financial Advisors 20k $777k 7% Mar 2025
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Baird Financial 20k $851k 0% Dec 2024
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Aufman Associates 20k $847k 8% Dec 2024
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Long Run Wealth Advisors 20k $767k 3% Mar 2025
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CWM 20k $763k -3% Mar 2025
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Tower Research Capital 19k $797k -11% Dec 2024
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Portland Global Advisors 17k $649k -18% Mar 2025
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Opal Wealth Advisors 15k $588k -24% Mar 2025
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Integrated Wealth Concepts 12k $483k -69% Dec 2024
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Birchbrook 10k $398k -61% Mar 2025
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Orion Portfolio Solutions 6.2k $262k -89% Dec 2024
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Stewardship Advisors 5.8k $224k -87% Mar 2025
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Who sold out of Ishares Tr msci usa small?

Fund or Company Name Date Sold Shares Held Valued At
Krilogy Financial Dec 2024 108k $4.5M
Principal Financial Group Dec 2024 76k $3.2M
IMPACTfolio Dec 2024 58k $2.5M
Citadel Advisors Dec 2024 37k $1.6M
Jane Street Dec 2024 22k $931k