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 3.6M $355M 100% Jun 2025
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Wells Fargo & Company 1.3M $144M -2% Sep 2025
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FMR 1.1M $125M -2% Sep 2025
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UBS Group 1.1M $124M 8% Sep 2025
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LPL Financial 896k $99M -4% Sep 2025
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Prime Capital Investment Advisors 833k $92M -3% Sep 2025
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Modera Wealth Management 830k $92M -2% Sep 2025
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Ameriprise Financial 714k $79M 6% Sep 2025
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Envestnet Asset Management 599k $66M -1% Sep 2025
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M^T Bank Corporation 587k $65M -1% Sep 2025
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Pnc Financial Services 569k $63M -4% Sep 2025
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Commonwealth Equity Services 527k $58M -19% Sep 2025
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Royal Bank of Canada 485k $54M -9% Sep 2025
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HighTower Advisors 388k $43M 4% Sep 2025
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Northwestern Mutual Wealth Management Company 381k $42M 1% Sep 2025
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Pensionmark Financial Group 362k $40M 4702% Sep 2025
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G. W. Henssler & Associates 343k $34M 3% Jun 2025
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Raymond James Financial 336k $37M -1% Sep 2025
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One Capital Management 329k $36M 0% Sep 2025
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Jones Financial Companies, L.L 326k $36M 5% Sep 2025
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Stifel Financial 310k $34M -5% Sep 2025
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Jpmorgan Chase & Co 306k $34M -25% Sep 2025
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Palisades Hudson Asset Management 305k $34M 1% Sep 2025
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Burns Wealth Management 286k $32M -1% Sep 2025
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Bailard 273k $30M -1% Sep 2025
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Bank Of Montreal 264k $26M 100% Jun 2025
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Baird Financial 260k $29M -1% Sep 2025
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SPC Financial 248k $27M 0% Sep 2025
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Wealth Enhancement Advisory Services 241k $27M -12% Sep 2025
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Cetera Investment Advisers 228k $25M 136% Sep 2025
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Heartwood Wealth Advisors 223k $25M 3% Sep 2025
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Mariner Wealth Advisors 221k $24M -2% Sep 2025
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Vestmark Advisory Solutions 209k $23M 100% Sep 2025
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GHP Investment Advisors 198k $22M -1% Sep 2025
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HPM Partners 196k $22M 1% Sep 2025
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United Capital Financial Advisers 193k $21M -3% Sep 2025
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Rockefeller Capital Management 190k $21M 0% Sep 2025
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MAI Wealth Advisors 186k $21M 3% Sep 2025
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Probity Advisors 176k $19M 2% Sep 2025
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Advisor Group Holdings 170k $19M 2% Sep 2025
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Moneta Group Investment Advisors 166k $18M 5% Sep 2025
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Kestra Private Wealth Services 162k $18M 54% Sep 2025
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Savant Capital Management 158k $17M 9% Sep 2025
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Branch Banking & Trust Company 157k $17M -1% Sep 2025
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Creative Planning 150k $17M -1% Sep 2025
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Colony 150k $17M 6% Sep 2025
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H D Vest Advisory Services 149k $15M 53% Jun 2025
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Keybank National Association 144k $16M -2% Sep 2025
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Ellis Investment Partners 143k $16M -3% Sep 2025
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Kovitz Investment Group Partners 143k $16M 5% Sep 2025
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Goldman Sachs Group 135k $15M -28% Sep 2025
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Warren Averett Asset Management 131k $15M -6% Sep 2025
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Financial Advisors Network 127k $14M 0% Sep 2025
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Phillips Financial Management 123k $14M -5% Sep 2025
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Bnp Paribas Arbitrage, Snc 122k $14M 4206% Sep 2025
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Wealth Architects 111k $12M -2% Sep 2025
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CIBC World Markets 102k $11M 1% Sep 2025
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Brown Advisory Holdings Incorporated 102k $11M -6% Sep 2025
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Lido Advisors 97k $11M 4% Sep 2025
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RTD Financial Advisors 94k $10M 6% Sep 2025
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Lake Street Financial 92k $10M 2% Sep 2025
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Pinnacle Financial Partners 90k $10M 3% Sep 2025
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Brian McDonald 90k $9.9M -3% Sep 2025
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Bank Of Oklahoma National Association / 89k $9.9M 2% Sep 2025
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Asset Managment 88k $9.7M 0% Sep 2025
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Mercer Global Advisors 86k $9.6M -23% Sep 2025
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Home Federal Bank Of Tennessee 85k $9.4M 1% Sep 2025
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JFS Wealth Advisors 84k $9.2M 3% Sep 2025
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LLBH Private Wealth Management 83k $9.2M 1% Sep 2025
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Prospera Financial Services 81k $8.9M 729% Sep 2025
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Asset Dedication 80k $8.8M 0% Sep 2025
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Cassaday & Co Wealth Management 79k $8.8M 0% Sep 2025
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Sterling Financial Planning 79k $8.8M -2% Sep 2025
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Evanson Asset Management 79k $8.7M 2% Sep 2025
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Cordatus Wealth Management 78k $8.7M 100% Sep 2025
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Captrust Financial Advisors 78k $8.6M -4% Sep 2025
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Family Firm 76k $7.6M 4% Jun 2025
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CI Private Wealth 75k $8.3M 31% Sep 2025
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Integrated Wealth Concepts 75k $8.2M 2% Sep 2025
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May Barnhard Investments 73k $8.1M -4% Sep 2025
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Polianta 73k $8.0M 100% Sep 2025
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Steward Partners Investment Advisory 72k $8.0M -1% Sep 2025
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Cambridge Investment Research Advisors 72k $8.0M -30% Sep 2025
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Capital Advisors 72k $8.0M 0% Sep 2025
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One Day In July 72k $7.9M 0% Sep 2025
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Financial Engines Advisors L.L.C 70k $7.7M -4% Sep 2025
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Empowered Funds 70k $7.7M 14% Sep 2025
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Summit Financial 68k $7.5M 221% Sep 2025
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Chicago Partners Investment 67k $7.5M -1% Sep 2025
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Ifrah Financial Services 67k $7.4M 0% Sep 2025
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Us Bancorp 64k $7.1M -4% Sep 2025
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NorthCrest Asset Manangement 64k $7.1M 2% Sep 2025
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Hanson McClain Advisors 62k $6.8M -2% Sep 2025
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Occidental Asset Management 62k $6.8M 1% Sep 2025
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Sax Wealth Advisors 62k $6.8M -5% Sep 2025
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Fortress Financial Group 61k $6.7M 5% Sep 2025
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Peapack Gladstone Financial Corp 58k $6.4M 4% Sep 2025
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Fifth Third Bancorp 58k $6.4M -3% Sep 2025
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Accretive Wealth Partners 57k $6.3M 2% Sep 2025
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Ironwood Wealth Management 57k $6.3M 1% Sep 2025
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Pathstone Holdings 56k $6.2M -2% Sep 2025
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Rodgers & Associates 55k $6.1M -1% Sep 2025
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Castlekeep Investment Advisors 55k $6.1M 2% Sep 2025
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Sowell Financial Services 55k $6.0M 2% Sep 2025
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Farther Finance Advisors 54k $5.9M 99% Sep 2025
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Abacus Planning Group 53k $5.9M 0% Sep 2025
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Crescent Grove Advisors 53k $5.8M 13% Sep 2025
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Stokes Family Office 52k $5.8M 0% Sep 2025
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First County Bank 52k $5.8M 2% Sep 2025
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Franklin Resources 52k $5.8M 0% Sep 2025
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Cresset Asset Management 52k $5.7M -3% Sep 2025
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Cambridge Financial Group 52k $5.7M 100% Sep 2025
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Bryn Mawr Trust 52k $5.7M -6% Sep 2025
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Sigma Planning 51k $5.7M 2% Sep 2025
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Congress Wealth Management LLC / DE / 49k $4.9M 710% Jun 2025
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Mma Asset Management 48k $5.3M -5% Sep 2025
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Financial Advisory Corp 48k $5.3M 201% Sep 2025
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Northeast Financial Consultants 47k $4.7M -9% Jun 2025
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Sonata Capital 47k $5.2M 2% Sep 2025
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Mission Wealth Management 47k $5.2M -4% Sep 2025
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Quent Capital 46k $5.1M -1% Sep 2025
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Pittenger & Anderson 46k $5.1M 0% Sep 2025
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IFP Advisors 46k $5.0M -35% Sep 2025
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Parallel Advisors 46k $5.0M 1% Sep 2025
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Level Four Advisory Services 45k $5.0M 0% Sep 2025
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Salomon & Ludwin 45k $5.1M -2% Sep 2025
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Advisory Services Network 44k $4.9M -3% Sep 2025
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Courier Capital Corp 44k $4.9M -2% Sep 2025
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Lutz Financial Services 44k $4.8M 0% Sep 2025
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Natixis Asset Management Advisors 43k $4.7M 1% Sep 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 43k $4.7M 0% Sep 2025
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Eley Financial Management 41k $4.6M 1% Sep 2025
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Susquehanna International 41k $4.6M -34% Sep 2025
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First Citizens Financial Corp 41k $4.5M 1% Sep 2025
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J.W. Burns & Company 40k $4.5M -6% Sep 2025
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Graves-Light Private Wealth Management 40k $4.4M -1% Sep 2025
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BKM Wealth Management 40k $4.4M 1% Sep 2025
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Mml Investors Services 39k $4.3M -10% Sep 2025
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Blue Edge Capital 39k $4.3M -2% Sep 2025
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Janney Montgomery Scott 39k $4.3M 5% Sep 2025
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Ethos Financial Group 39k $4.3M -11% Sep 2025
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DT Investment Partners 39k $4.3M -12% Sep 2025
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Inspire Trust 38k $4.2M 23% Sep 2025
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Ashton Thomas Private Wealth 38k $4.2M 29% Sep 2025
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Clayton Financial Group 38k $4.2M 0% Sep 2025
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Salus Financial Advisors 38k $4.2M 2% Sep 2025
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Private Advisor 37k $4.1M -6% Sep 2025
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Sapient Capital 37k $4.1M 0% Sep 2025
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Kestra Advisory Services 37k $4.1M 0% Sep 2025
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LTG Capital 37k $4.1M -1% Sep 2025
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Concurrent Investment Advisors 37k $4.0M -8% Sep 2025
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EP Wealth Advisors 36k $3.6M -10% Jun 2025
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Azimuth Capital Investment Management 35k $3.8M -10% Sep 2025
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Citadel Advisors 35k $3.8M -53% Sep 2025
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Streettalk Advisors 26k $2.8M -31% Sep 2025
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Cubist Systematic Strategies 16k $1.7M -70% Sep 2025
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Sequent Planning 15k $1.7M -66% Sep 2025
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Jane Street 15k $1.6M -67% Sep 2025
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Atomi Financial Group 12k $1.4M -83% Sep 2025
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Lansing Street Advisors 12k $1.3M -74% Sep 2025
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Atria Wealth Solutions 3.6k $355k -95% Jun 2025
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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
Regions Bank Jun 2025 495k $49M
SRS Capital Advisors Jun 2025 226k $23M
Redwood Investment Management Jun 2025 103k $10M
Patriot Financial Group Insurance Agency Jun 2025 45k $4.5M