Who owns iShares S&P SmallCap 600 Value Idx?

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

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Top investors of iShares S&P SmallCap 600 Value Idx stock

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

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 3.5M $338M -13% Jun 2024
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Bank of America Corporation 3.4M $362M -3% Sep 2024
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M^T Bank Corporation 1.5M $163M 0% Sep 2024
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Regions Bank 1.5M $161M 2% Sep 2024
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Wells Fargo & Company 1.3M $140M -2% Sep 2024
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Prime Capital Investment Advisors 911k $98M -1% Sep 2024
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LPL Financial 772k $83M 24% Sep 2024
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Modera Wealth Management 764k $82M -3% Sep 2024
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Envestnet Asset Management 700k $75M -1% Sep 2024
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Pnc Financial Services 675k $73M -1% Sep 2024
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Commonwealth Equity Services 647k $70M 28% Sep 2024
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Royal Bank of Canada 454k $49M 3% Sep 2024
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One Capital Management 437k $47M 6% Sep 2024
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Stifel Financial 389k $38M -2% Jun 2024
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Jpmorgan Chase & Co 371k $40M 7% Sep 2024
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HighTower Advisors 330k $32M -2% Jun 2024
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Northwestern Mutual Wealth Management Company 319k $34M -14% Sep 2024
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G. W. Henssler & Associates 314k $34M 2% Sep 2024
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Burns Wealth Management 308k $33M -5% Sep 2024
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Bailard 301k $32M 1% Sep 2024
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Palisades Hudson Asset Management 292k $32M 0% Sep 2024
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Raymond James & Associates 262k $28M -2% Sep 2024
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Jones Financial Companies, L.L 258k $28M 8% Sep 2024
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SPC Financial 235k $25M -3% Sep 2024
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Mariner Wealth Advisors 235k $25M -2% Sep 2024
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Branch Banking & Trust Company 217k $21M -18% Jun 2024
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Heartwood Wealth Advisors 209k $23M 1% Sep 2024
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Savant Capital Management 209k $23M -13% Sep 2024
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United Capital Financial Advisers 209k $23M 1% Sep 2024
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GHP Investment Advisors 208k $22M -1% Sep 2024
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Goldman Sachs Group 206k $20M -31% Jun 2024
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Probity Advisors 202k $22M -9% Sep 2024
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Kovitz Investment Group Partners 197k $16M 254% Sep 2024
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HPM Partners 197k $21M 1% Sep 2024
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Phillips Financial Management 189k $20M -5% Sep 2024
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Lido Advisors 186k $18M 4% Jun 2024
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Family Firm 174k $8.0M 0% Sep 2024
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MAI Wealth Advisors 164k $18M 1% Sep 2024
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Rockefeller Capital Management 163k $16M 3% Jun 2024
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Cambridge Investment Research Advisors 162k $17M 64% Sep 2024
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Ellis Investment Partners 150k $16M -3% Sep 2024
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Moneta Group Investment Advisors 150k $16M -3% Sep 2024
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Advisor Group Holdings 145k $16M -31% Sep 2024
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Raymond James Financial Services Advisors 139k $15M -3% Sep 2024
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Creative Planning 138k $15M 1% Sep 2024
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Keybank National Association 130k $14M 3% Sep 2024
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Mercer Global Advisors 129k $11M 12% Jun 2024
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Etfidea 121k $13M 1% Sep 2024
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Brian McDonald 114k $12M -6% Sep 2024
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Covenant Partners 104k $11M -2% Sep 2024
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CIBC World Markets 104k $11M -1% Sep 2024
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Colony 102k $11M -21% Sep 2024
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Wealth Architects 102k $11M -2% Sep 2024
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Captrust Financial Advisors 97k $10M -7% Sep 2024
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Asset Dedication 94k $10M -1% Sep 2024
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JFS Wealth Advisors 93k $10M -3% Sep 2024
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Us Bancorp 92k $9.9M -6% Sep 2024
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Asset Managment 90k $9.7M 0% Sep 2024
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One Day In July 88k $9.5M -11% Sep 2024
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RTD Financial Advisors 88k $9.5M 1% Sep 2024
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Bank Of Oklahoma National Association / 88k $9.2M 1% Sep 2024
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H D Vest Advisory Services 87k $8.4M 15% Jun 2024
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Prospera Financial Services 87k $9.3M 605% Sep 2024
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Buckingham Asset Management 86k $8.3M -2% Jun 2024
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Glenmede Trust Company 85k $9.2M -7% Sep 2024
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Financial Engines Advisors L.L.C 83k $8.9M 194% Sep 2024
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Sterling Financial Planning 82k $8.8M -2% Sep 2024
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Home Federal Bank Of Tennessee 82k $8.8M -2% Sep 2024
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Lansing Street Advisors 82k $8.8M 7% Sep 2024
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Kestra Private Wealth Services 82k $8.8M 27% Sep 2024
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Sax Wealth Advisors 81k $8.7M -1% Sep 2024
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Tower Research Capital 80k $7.8M 381714% Jun 2024
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Evanson Asset Management 78k $8.4M 0% Sep 2024
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Capital Advisors 77k $8.2M 0% Sep 2024
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Bryn Mawr Trust 76k $7.4M -4% Jun 2024
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Steward Partners Investment Advisory 74k $7.2M -4% Jun 2024
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Cetera Investment Advisers 74k $7.2M -20% Jun 2024
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Pinnacle Financial Partners 73k $7.8M 3% Sep 2024
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Fifth Third Bancorp 72k $7.7M -6% Sep 2024
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Chicago Partners Investment 71k $7.6M -2% Sep 2024
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Cordatus Wealth Management 71k $7.6M 100% Sep 2024
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Wealth Quarterback 70k $7.6M 151% Sep 2024
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TrinityPoint Wealth 70k $7.5M 73% Sep 2024
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J.W. Burns & Company 69k $7.4M 2% Sep 2024
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CI Private Wealth 68k $7.3M 10% Sep 2024
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Oxler Private Wealth 68k $7.3M 162% Sep 2024
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Ifrah Financial Services 66k $7.1M 0% Sep 2024
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NorthCrest Asset Manangement 66k $6.4M 3% Jun 2024
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Sepio Capital 66k $6.4M -13% Jun 2024
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Atria Wealth Solutions 66k $7.1M 0% Sep 2024
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Ironwood Wealth Management 61k $6.5M 0% Sep 2024
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Lake Street Financial 60k $6.5M 10% Sep 2024
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Cassaday & Co Wealth Management 57k $6.2M -2% Sep 2024
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Wintrust Financial Corporation 57k $6.1M 2% Sep 2024
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Relative Value Partners 55k $5.3M -51% Jun 2024
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Northeast Financial Consultants 54k $5.8M -3% Sep 2024
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Occidental Asset Management 54k $5.8M -1% Sep 2024
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Wealth Enhancement Advisory Services 53k $5.1M -1% Jun 2024
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Rodgers & Associates 52k $5.6M -1% Sep 2024
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Franklin Resources 52k $5.6M 0% Sep 2024
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Stokes Family Office 52k $5.6M -7% Sep 2024
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First County Bank 51k $5.5M 12% Sep 2024
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Integrated Wealth Concepts 51k $5.5M 2% Sep 2024
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Atomi Financial Group 51k $5.5M -46% Sep 2024
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Concurrent Investment Advisors 51k $5.5M 2% Sep 2024
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International Assets Investment Management 51k $439k 6804% Sep 2024
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Salomon & Ludwin 51k $5.4M -10% Sep 2024
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Sigma Planning 50k $5.4M -3% Sep 2024
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Code Waechter 49k $5.3M 100% Sep 2024
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Blue Edge Capital 49k $4.8M -1% Jun 2024
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Mml Investors Services 49k $5.3M 2% Sep 2024
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Azimuth Capital Investment Management 49k $5.2M -2% Sep 2024
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Accretive Wealth Partners 48k $5.2M -5% Sep 2024
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Courier Capital Corp 48k $5.2M 16% Sep 2024
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Janney Montgomery Scott 48k $5.1M 100% Sep 2024
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Quent Capital 47k $5.0M 2% Sep 2024
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Peapack Gladstone Financial Corp 47k $4.5M 29% Jun 2024
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Thrivent Financial for Lutherans 46k $5.0M 11% Sep 2024
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Pittenger & Anderson 46k $4.9M 0% Sep 2024
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Advisory Services Network 45k $4.4M 0% Sep 2024
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Level Four Advisory Services 45k $4.4M 1% Jun 2024
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Evensky & Katz 45k $4.9M -3% Sep 2024
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Northern Oak Capital Management 45k $4.8M -9% Sep 2024
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Greenup Street Wealth Management 45k $4.8M 1744% Sep 2024
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Greenleaf Trust 45k $4.8M -1% Sep 2024
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Pathstone Holdings 45k $4.8M 13% Sep 2024
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Parallel Advisors 44k $4.8M 3% Sep 2024
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Sequent Planning 44k $4.3M 7% Jun 2024
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Lutz Financial Services 44k $4.8M -1% Sep 2024
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Sowell Financial Services 44k $4.7M 2% Sep 2024
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DT Investment Partners 44k $4.7M 0% Sep 2024
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Sonata Capital 44k $4.7M -3% Sep 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 43k $4.7M -5% Sep 2024
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Streettalk Advisors 41k $4.5M -6% Sep 2024
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Centerpoint Advisors 41k $4.4M -1% Sep 2024
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LTG Capital 41k $4.4M -1% Sep 2024
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Clayton Financial Group 41k $4.4M 5% Sep 2024
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Citadel Advisors 41k $4.4M 140% Sep 2024
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First Citizens Financial Corp 40k $4.3M 0% Sep 2024
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BKM Wealth Management 40k $4.3M 0% Sep 2024
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Graves-Light Private Wealth Management 40k $3.8M 2% Jun 2024
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Patriot Financial Group Insurance Agency 39k $4.2M 3% Sep 2024
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Birch Hill Investment Advisors 38k $4.1M 18% Sep 2024
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First Merchants Bank, National Association 37k $4.0M -4% Sep 2024
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Yale Capital Corp. 37k $4.0M 0% Sep 2024
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Kestra Advisory Services 37k $4.0M -12% Sep 2024
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EP Wealth Advisors 37k $3.9M 4% Sep 2024
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Jane Street 36k $3.9M -15% Sep 2024
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Eley Financial Management 36k $3.8M -2% Sep 2024
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Northern Trust 28k $3.1M -34% Sep 2024
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Larson Financial Group 27k $2.9M -43% Sep 2024
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Financial Advisory Corp 27k $2.9M -30% Sep 2024
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IFP Advisors 21k $2.0M -42% Jun 2024
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Two Sigma Investments 15k $1.5M -62% Jun 2024
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PFG Financial Advisors 8.8k $943k -86% Sep 2024
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D. E. Shaw & Co 5.7k $613k -92% Sep 2024
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Who sold out of iShares S&P SmallCap 600 Value Idx?

Fund or Company Name Date Sold Shares Held Valued At
NISA Investment Advisors Jun 2024 59k $5.7M
Soundmark Wealth Management Mar 2024 55k $5.6M
Crescent Grove Advisors Jun 2024 44k $4.3M