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