Who owns iShares S&P SmallCap 600 Index?

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Analyze quarterly positions in iShares S&P SmallCap 600 Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares S&P SmallCap 600 Index stock

Who bought or sold iShares S&P SmallCap 600 Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 28M $3.0B 2% Dec 2023
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Wells Fargo & Company 17M $1.8B 1% Dec 2023
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Bank of New York Mellon 16M $1.8B -7% Dec 2023
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Goldman Sachs Group 14M $1.5B 33% Dec 2023
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UBS Group 10M $1.1B 4% Dec 2023
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Raymond James & Associates 9.5M $1.1B 2% Mar 2024
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First Command Advisory Services 9.5M $1.0B 2% Dec 2023
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Pnc Financial Services 8.6M $930M 0% Dec 2023
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Royal Bank of Canada 7.2M $784M 2% Dec 2023
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Us Bancorp 5.2M $565M 1% Dec 2023
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Branch Banking & Trust Company 5.1M $552M -2% Dec 2023
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Raymond James Financial Services Advisors 3.7M $414M -1% Mar 2024
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Baird Financial 3.6M $391M 33% Dec 2023
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Commonwealth Equity Services 3.6M $389M 1% Dec 2023
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Regions Bank 3.5M $384M 1% Dec 2023
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HighTower Advisors 3.0M $327M -3% Dec 2023
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Jpmorgan Chase & Co 2.9M $309M 87% Dec 2023
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Advisor Group Holdings 2.7M $293M -1% Dec 2023
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Balyasny Asset Management 2.5M $268M 3% Dec 2023
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Pathstone Holdings 2.1M $230M 100% Dec 2023
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Circle Wealth Management 2.1M $229M 0% Dec 2023
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Fifth Third Bancorp 2.1M $232M -2% Mar 2024
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Haverford Trust Company 2.1M $226M -2% Dec 2023
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Alesco Advisors 2.0M $217M -15% Dec 2023
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Mariner Wealth Advisors 2.0M $214M 6% Dec 2023
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Huntington National Bank 2.0M $213M -2% Dec 2023
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Valeo Financial Advisors 1.9M $195M 6% Mar 2024
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Millburn Ridgefield 1.8M $196M -15% Dec 2023
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MEMBERS Trust 1.8M $195M -8% Dec 2023
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Citigroup 1.8M $192M -3% Dec 2023
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Bank Of Montreal 1.7M $188M 1% Dec 2023
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Creative Planning 1.6M $177M 8% Dec 2023
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Sontag Advisory 1.6M $171M 3% Dec 2023
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HPM Partners 1.6M $170M 30% Dec 2023
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Moneta Group Investment Advisors 1.4M $151M 62% Dec 2023
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Rockefeller Capital Management 1.4M $147M 5% Dec 2023
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Nationwide Fund Advisors 1.3M $142M 0% Mar 2024
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MAI Wealth Advisors 1.3M $137M 5% Dec 2023
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West Coast Financial 1.2M $133M 5% Mar 2024
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Charles Schwab Investment Management 1.2M $128M -4% Dec 2023
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M^T Bank Corporation 1.2M $125M -1% Dec 2023
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Wealth Enhancement Advisory Services 1.1M $126M 2% Mar 2024
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Modera Wealth Management 1.1M $119M 33% Dec 2023
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United Capital Financial Advisers 1.1M $118M -44% Dec 2023
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Stifel Financial 1.0M $112M 5% Dec 2023
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Jane Street 1.0M $109M 151% Dec 2023
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Franklin Resources 1000k $108M 5% Dec 2023
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Kestra Advisory Services 984k $107M 10% Dec 2023
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Farmers & Merchants Investment 941k $104M 3% Mar 2024
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Acropolis Investment Management 887k $98M 1% Mar 2024
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Umb Bank N A 884k $96M -5% Dec 2023
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Bridges Investment Management 864k $94M -8% Dec 2023
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BLB^B Advisors 842k $91M 0% Dec 2023
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Connecticut Wealth Management 835k $90M 12% Dec 2023
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CI Private Wealth 833k $90M 17% Dec 2023
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Victory Capital Management 810k $88M -21% Dec 2023
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Greenleaf Trust 807k $87M 1% Dec 2023
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SigFig Wealth Management 803k $87M 3% Dec 2023
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Bessemer 781k $85M 2% Dec 2023
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Sequoia Financial Advisors 780k $84M 10% Dec 2023
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Janney Montgomery Scott 779k $84M -17% Dec 2023
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Accredited Investors 751k $81M -1% Dec 2023
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Hanson McClain Advisors 728k $79M 6% Dec 2023
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Cambridge Investment Research Advisors 708k $77M 7% Dec 2023
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H D Vest Advisory Services 700k $76M 0% Dec 2023
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Main Management ETF Advisors 680k $74M 100% Dec 2023
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Captrust Financial Advisors 677k $73M 8% Dec 2023
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Beacon Investment Advisory Services 670k $73M 1% Dec 2023
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Tiaa Trust, National Association 666k $72M 4% Dec 2023
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First National Trust Company 663k $72M -10% Dec 2023
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Steele Capital Management 648k $72M 11% Mar 2024
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Orion Portfolio Solutions 642k $68M 19% Dec 2023
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AE Wealth Management 633k $67M -9% Dec 2023
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Sandy Spring Bank 632k $68M 3% Dec 2023
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Assetmark 611k $66M -1% Dec 2023
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Oakworth Capital 592k $65M 3% Mar 2024
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Glenview Trust 591k $64M 4% Dec 2023
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Sigma Investment Counselors 586k $64M 0% Dec 2023
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One Day In July 580k $63M 5% Dec 2023
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Alaska Permanent Capital Management 575k $64M 19% Mar 2024
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Bank Of Oklahoma National Association / 571k $62M 15% Dec 2023
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Moss Adams Wealth Advisors 570k $62M 2% Dec 2023
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Whittier Trust 556k $60M -19% Dec 2023
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St. Louis Trust 556k $60M 1% Dec 2023
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First Business Financial Services 555k $60M 1% Dec 2023
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Stratos Wealth Partners 550k $61M 11% Mar 2024
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Goelzer Investment Management 539k $58M 5% Dec 2023
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Private Advisor 538k $58M 12% Dec 2023
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Becker Capital Management 522k $57M 11% Dec 2023
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Steward Partners Investment Advisory 521k $56M -30% Dec 2023
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Arrow Financial Corp. 514k $56M 0% Dec 2023
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First Interstate Bank 500k $54M 5% Dec 2023
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Envestnet Portfolio Solutions 495k $54M 100% Dec 2023
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Klingman & Associates 480k $52M 4% Dec 2023
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Fiduciary Trust Company 477k $52M 7% Dec 2023
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Atria Wealth Solutions 474k $51M 12% Dec 2023
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Bank of Nova Scotia 468k $51M 0% Dec 2023
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Financial Advisors 467k $51M 7168% Dec 2023
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Legacy Wealth Management 452k $50M 4% Mar 2024
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Bangor Savings Bank 451k $50M 4% Mar 2024
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Telemus Capital 449k $49M -5% Dec 2023
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Putnam Fl Investment Management 448k $48M 7% Dec 2023
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Quotient Wealth Partners 446k $48M 100% Dec 2023
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PFG Financial Advisors 442k $49M 1% Mar 2024
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Mission Wealth Management 441k $48M 10% Dec 2023
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Natixis Asset Management Advisors 438k $47M 2% Dec 2023
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GW & Wade 433k $47M 7% Dec 2023
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Northwest Quadrant Wealth Management 431k $48M 1% Mar 2024
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Sage Financial 419k $45M -1% Dec 2023
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Wealth Architects 418k $45M -1% Dec 2023
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Cahaba Wealth Management 401k $44M 5% Mar 2024
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Conning 397k $43M 7% Dec 2023
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Chas. P. Smith & Associates, PA, CPA's 396k $43M 0% Dec 2023
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GUNN & Co INVESTMENT MANAGEMENT 396k $43M 100% Dec 2023
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Allspring Global Investments Holdings 396k $44M 1% Mar 2024
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Mercer Global Advisors 395k $43M -7% Dec 2023
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Raymond James Trust 393k $43M 21% Dec 2023
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Journey Strategic Wealth 389k $42M -21% Dec 2023
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WMS Partners 388k $42M 1% Dec 2023
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ValMark Advisers 379k $41M -3% Dec 2023
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Stockman Asset Management 377k $42M 7% Mar 2024
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HCR Wealth Advisors 377k $41M 35% Dec 2023
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West Paces Advisors 373k $41M 2% Mar 2024
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Rebalance 370k $41M 1% Mar 2024
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Empower Advisory Group 366k $40M -25% Dec 2023
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Calamos Wealth Management 361k $39M 4436% Dec 2023
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Arcataur Capital Management 360k $39M 1% Dec 2023
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LVZ Advisors 358k $40M -48% Mar 2024
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Chesley, Taft & Associates 355k $39M 0% Mar 2024
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United Bank 353k $38M 3% Dec 2023
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Conservest Capital Advisors 342k $37M 0% Dec 2023
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Opus Capital Group 337k $37M -2% Dec 2023
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Albion Financial Group 334k $37M 0% Mar 2024
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MainStreet Investment Advisors 334k $36M -9% Dec 2023
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Bartlett & Co. 331k $36M 0% Dec 2023
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Bartlett & Co. Wealth Management 331k $36M 0% Dec 2023
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Kuntz Lesher Capital 329k $36M 4% Dec 2023
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Horan Securities 329k $36M -4% Dec 2023
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Lazard Asset Management 328k $36M -1% Dec 2023
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Louisiana State Employees Retirement System 321k $35M -1% Dec 2023
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First Merchants Bank, National Association 320k $35M 2% Dec 2023
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Nottingham Advisors 317k $31M -2% Dec 2023
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Colony 313k $34M 100% Dec 2023
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JFS Wealth Advisors 309k $34M -2% Dec 2023
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Ballentine Partners 308k $34M -1% Mar 2024
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Cape Cod Five Cents Savings Bank 306k $33M -48% Dec 2023
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Fiera Capital Corporation 306k $33M -1% Dec 2023
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Graves-Light Private Wealth Management 306k $33M -1% Dec 2023
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Axxcess Wealth Management 305k $33M 2% Dec 2023
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Principal Securities 303k $33M 100% Dec 2023
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Elk River Wealth Management 290k $32M -5% Mar 2024
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Massmutual Trust 283k $31M -11% Mar 2024
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Madison Asset Management 205k $22M -63% Dec 2023
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Horizon Investments 204k $22M -58% Dec 2023
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 187k $21M -85% Mar 2024
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Citadel Advisors 165k $18M -73% Dec 2023
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Estate Counselors 40k $4.3M -88% Dec 2023
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Winthrop Advisory Group 4.7k $521k -99% Mar 2024
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Who sold out of iShares S&P SmallCap 600 Index?

Fund or Company Name Date Sold Shares Held Valued At
Provida Pension Fund Administrator Sep 2023 4.6M $429M
Squarepoint Ops Sep 2023 958k $90M