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 |