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
Northwestern Mutual Wealth Management Company 32M $3.0B 7% Sep 2023
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Bank of America Corporation 28M $3.0B 2% Dec 2023
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Morgan Stanley 19M $1.7B -3% Sep 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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FMR 14M $1.3B 1% Sep 2023
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LPL Financial 11M $1.1B 3% Sep 2023
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UBS Group 10M $1.1B 4% Dec 2023
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First Command Advisory Services 9.5M $1.0B 2% Dec 2023
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Raymond James & Associates 9.4M $1.0B 3% Dec 2023
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Envestnet Asset Management 9.3M $876M -7% Sep 2023
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Pnc Financial Services 8.6M $930M 0% Dec 2023
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Northern Trust 7.9M $746M 2% Sep 2023
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Financial Engines Advisors L.L.C 7.5M $712M 3% Sep 2023
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BlackRock 7.5M $706M -4% Sep 2023
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Royal Bank of Canada 7.2M $784M 2% Dec 2023
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Ameriprise Financial 6.7M $635M 6% Sep 2023
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Us Bancorp 5.2M $565M 1% Dec 2023
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Glenmede Trust Company 5.1M $483M 1% Sep 2023
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Branch Banking & Trust Company 5.1M $552M -2% Dec 2023
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Northwestern Mutual Investment Management Company 3.8M $361M -1% Sep 2023
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Raymond James Financial Services Advisors 3.8M $410M -6% Dec 2023
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Keybank National Association 3.8M $357M 0% Sep 2023
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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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Cresset Asset Management 3.1M $291M 8% Sep 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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Acorns Advisers 2.3M $218M 2% Sep 2023
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Fifth Third Bancorp 2.1M $233M -5% Dec 2023
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Pathstone Holdings 2.1M $230M 100% Dec 2023
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Catalyst Capital Advisors 2.1M $200M -29% Sep 2023
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Circle Wealth Management 2.1M $229M 0% Dec 2023
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Haverford Trust Company 2.1M $226M -2% Dec 2023
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Pathstone Family Office 2.0M $190M 98% Sep 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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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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Valeo Financial Advisors 1.8M $181M 1% Dec 2023
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State Street Corporation 1.8M $168M 78% Sep 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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Clark Capital Management Group 1.4M $128M 4% Sep 2023
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Nationwide Fund Advisors 1.3M $140M -11% Dec 2023
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Brian McDonald 1.3M $120M 100% Sep 2023
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 1.3M $120M 10% Sep 2023
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MAI Wealth Advisors 1.3M $137M 5% Dec 2023
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Charles Schwab Investment Management 1.2M $128M -4% Dec 2023
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Mml Investors Services 1.2M $111M -7% Sep 2023
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West Coast Financial 1.2M $125M 37% 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 $120M -3% Dec 2023
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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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Thrivent Financial for Lutherans 1.0M $96M -11% Sep 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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Jones Financial Companies, L.L 958k $90M 2% Sep 2023
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Farmers & Merchants Investment 914k $99M 2% Dec 2023
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Umb Bank N A 884k $96M -5% Dec 2023
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Acropolis Investment Management 881k $97M 0% 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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Financial Network Investment Corporation 836k $79M 7% Sep 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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YCMNET Advisors 781k $74M 1% Sep 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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First Republic Investment Management 716k $68M -6% Sep 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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LVZ Advisors 688k $75M 3% 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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Winthrop Advisory Group 665k $70M 15775% Dec 2023
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First National Trust Company 663k $72M -10% Dec 2023
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Cetera Investment Advisers 651k $61M 0% Sep 2023
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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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Glenview Trust 591k $64M 4% Dec 2023
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Sigma Investment Counselors 586k $64M 0% Dec 2023
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Steele Capital Management 585k $63M 100% Dec 2023
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One Day In July 580k $63M 5% Dec 2023
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Oakworth Capital 576k $62M -1% Dec 2023
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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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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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Full Sail Capital 508k $48M 3% Sep 2023
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First Interstate Bank 500k $54M 5% Dec 2023
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Oppenheimer Asset Management 498k $47M -2% Sep 2023
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Envestnet Portfolio Solutions 495k $54M 100% Dec 2023
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Stratos Wealth Partners 493k $53M -1% Dec 2023
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Synovus Financial Corp. 491k $46M -54% Sep 2023
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Alaska Permanent Capital Management 481k $52M 2% 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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Ing Investment Management 470k $44M 6% Sep 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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Voya Financial Advisors 450k $43M 81% Sep 2023
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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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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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Legacy Wealth Management 436k $47M 6% Dec 2023
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PFG Financial Advisors 436k $47M -4% Dec 2023
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Bangor Savings Bank 434k $47M 4% Dec 2023
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GW & Wade 433k $47M 7% Dec 2023
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Lake Street Advisors Group 430k $41M -4% Sep 2023
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Northwest Quadrant Wealth Management 429k $46M 0% Dec 2023
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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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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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Mercer Global Advisors 395k $43M -7% Dec 2023
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Goss Wealth Management 394k $37M 2% Sep 2023
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Journey Strategic Wealth 389k $42M -21% Dec 2023
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Empower Advisory Group 366k $40M -25% Dec 2023
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Susquehanna International 335k $32M -25% Sep 2023
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Cape Cod Five Cents Savings Bank 306k $33M -48% Dec 2023
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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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Citadel Advisors 165k $18M -73% Dec 2023
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Fiduciary Alliance 80k $8.6M -90% Dec 2023
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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
Veritable Jun 2023 1.1M $110M
Squarepoint Ops Sep 2023 958k $90M