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
Wells Fargo & Company 1.3M $143M -3% Dec 2025
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FMR 1.1M $125M -2% Sep 2025
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UBS Group 1.1M $120M -6% Dec 2025
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LPL Financial 896k $102M 0% Dec 2025
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Prime Capital Investment Advisors 785k $89M -6% Dec 2025
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Modera Wealth Management 739k $84M -11% Dec 2025
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Ameriprise Financial 710k $81M -1% Dec 2025
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Pnc Financial Services 558k $63M -2% Dec 2025
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M^T Bank Corporation 554k $63M -6% Dec 2025
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HighTower Advisors 502k $57M 29% Dec 2025
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Commonwealth Equity Services 492k $56M -7% Dec 2025
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Royal Bank of Canada 485k $54M -9% Sep 2025
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Regions Bank 383k $44M 100% Dec 2025
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Northwestern Mutual Wealth Management Company 382k $44M 0% Dec 2025
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Envestnet Asset Management 369k $42M -38% Dec 2025
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Jones Financial Companies, L.L 337k $38M 3% Dec 2025
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Raymond James Financial 315k $36M -6% Dec 2025
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Jpmorgan Chase & Co 306k $34M 100% Sep 2025
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Stifel Financial 306k $35M -1% Dec 2025
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Pensionmark Financial Group 301k $34M -17% Dec 2025
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Colony 295k $34M 96% Dec 2025
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Palisades Hudson Asset Management 284k $32M -7% Dec 2025
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Burns Wealth Management 283k $32M -1% Dec 2025
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Bailard 271k $31M -1% Dec 2025
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Baird Financial 253k $29M -3% Dec 2025
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SPC Financial 248k $27M 0% Sep 2025
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AlphaCore Capital 243k $28M 72965% Dec 2025
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Wealth Enhancement Advisory Services 233k $28M -3% Dec 2025
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Rockefeller Capital Management 228k $26M 20% Dec 2025
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Cetera Investment Advisers 228k $26M 0% Dec 2025
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Heartwood Wealth Advisors 225k $26M 1% Dec 2025
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Mariner Wealth Advisors 219k $25M -1% Dec 2025
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GHP Investment Advisors 197k $22M 0% Dec 2025
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HPM Partners 195k $22M -1% Dec 2025
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United Capital Financial Advisers 193k $21M -3% Sep 2025
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MAI Wealth Advisors 185k $21M 0% Dec 2025
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Brown Advisory Holdings Incorporated 183k $21M 80% Dec 2025
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Vestmark Advisory Solutions 175k $20M -16% Dec 2025
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Probity Advisors 173k $20M -1% Dec 2025
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Kestra Private Wealth Services 170k $19M 5% Dec 2025
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Moneta Group Investment Advisors 165k $19M -1% Dec 2025
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Advisor Group Holdings 157k $18M -7% Dec 2025
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Creative Planning 152k $17M 1% Dec 2025
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Savant Capital Management 149k $17M -5% Dec 2025
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Branch Banking & Trust Company 149k $17M -5% Dec 2025
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Ellis Investment Partners 142k $16M -1% Dec 2025
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Keybank National Association 141k $16M -2% Dec 2025
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G. W. Henssler & Associates 133k $15M -62% Dec 2025
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Goldman Sachs Group 128k $15M -5% Dec 2025
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Financial Advisors Network 127k $14M 0% Sep 2025
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Warren Averett Asset Management 126k $14M -4% Dec 2025
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Phillips Financial Management 114k $13M -7% Dec 2025
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Wealth Architects 110k $13M 0% Dec 2025
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CIBC World Markets 108k $12M 6% Dec 2025
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LLBH Private Wealth Management 106k $12M 28% Dec 2025
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Pinnacle Financial Partners 104k $12M 100% Dec 2025
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Lido Advisors 102k $12M 4% Dec 2025
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Lake Street Financial 101k $12M 10% Dec 2025
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One Capital Management 96k $11M -71% Dec 2025
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Brian McDonald 96k $11M 7% Dec 2025
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Pinnacle Financial Partners 90k $10M 3% Sep 2025
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Mercer Global Advisors 90k $10M 4% Dec 2025
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RTD Financial Advisors 89k $10M -6% Dec 2025
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Asset Managment 88k $10M 0% Dec 2025
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Home Federal Bank Of Tennessee 85k $9.7M 0% Dec 2025
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Captrust Financial Advisors 83k $9.4M 6% Dec 2025
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CI Private Wealth 83k $9.4M 10% Dec 2025
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Cambridge Investment Research Advisors 82k $9.4M 14% Dec 2025
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Prospera Financial Services 80k $9.1M -1% Dec 2025
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Cassaday & Co Wealth Management 79k $9.0M 0% Dec 2025
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Sterling Financial Planning 79k $9.0M 0% Dec 2025
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Arkadios Wealth Advisors 79k $9.0M 176% Dec 2025
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Polianta 78k $8.9M 8% Dec 2025
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Beacon Pointe Advisors 78k $8.9M 1399% Dec 2025
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Cordatus Wealth Management 78k $8.9M 0% Dec 2025
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Evanson Asset Management 78k $8.9M -1% Dec 2025
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Asset Dedication 77k $8.8M -3% Dec 2025
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JFS Wealth Advisors 77k $8.7M -8% Dec 2025
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Summit Financial 74k $8.4M 8% Dec 2025
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Bank Of Oklahoma National Association / 74k $8.4M -18% Dec 2025
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Integrated Wealth Concepts 73k $8.3M -1% Dec 2025
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Capital Advisors 72k $8.1M -1% Dec 2025
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Steward Partners Investment Advisory 71k $8.1M -2% Dec 2025
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May Barnhard Investments 70k $8.0M -4% Dec 2025
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One Day In July 70k $7.9M -2% Dec 2025
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Chicago Partners Investment 67k $8.1M 0% Dec 2025
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Ifrah Financial Services 66k $7.6M -1% Dec 2025
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Susquehanna International 65k $7.4M 57% Dec 2025
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Peapack Gladstone Financial Corp 64k $7.3M 10% Dec 2025
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Financial Engines Advisors L.L.C 63k $7.2M -9% Dec 2025
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Fortress Financial Group 63k $7.1M 4% Dec 2025
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Us Bancorp 63k $7.1M -3% Dec 2025
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Occidental Asset Management 63k $7.1M 1% Dec 2025
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Farther Finance Advisors 62k $7.1M 15% Dec 2025
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Pathstone Holdings 62k $7.1M 10% Dec 2025
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NorthCrest Asset Manangement 62k $7.2M -4% Dec 2025
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Sax Wealth Advisors 61k $6.9M -1% Dec 2025
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Concurrent Investment Advisors 61k $6.9M 66% Dec 2025
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Ausdal Financial Partners 58k $6.6M 1539% Dec 2025
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Accretive Wealth Partners 57k $6.5M 0% Dec 2025
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Sowell Financial Services 56k $6.4M 4% Dec 2025
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MidFirst Bank 56k $6.4M 100% Dec 2025
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Castlekeep Investment Advisors 56k $6.3M 1% Dec 2025
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Hanson McClain Advisors 55k $6.3M -11% Dec 2025
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Ironwood Wealth Management 55k $6.6M -4% Dec 2025
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Cambridge Financial Group 55k $6.0M 6% Dec 2025
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Fifth Third Bancorp 54k $6.2M -6% Dec 2025
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Crescent Grove Advisors 54k $6.1M 1% Dec 2025
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Abacus Planning Group 53k $6.0M 0% Dec 2025
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Sigma Planning 53k $6.0M 3% Dec 2025
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Rodgers & Associates 52k $5.9M -5% Dec 2025
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First County Bank 52k $5.9M 0% Dec 2025
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Franklin Resources 51k $5.8M -2% Dec 2025
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Cresset Asset Management 50k $5.7M 0% Dec 2025
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Janney Montgomery Scott 49k $5.5M 26% Dec 2025
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Mma Asset Management 49k $5.5M 0% Dec 2025
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Stokes Family Office 48k $5.4M -9% Dec 2025
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Quent Capital 47k $5.3M 2% Dec 2025
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Sonata Capital 47k $5.3M -1% Dec 2025
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IFP Advisors 47k $5.3M 2% Dec 2025
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Bryn Mawr Trust 46k $5.3M -10% Dec 2025
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Pittenger & Anderson 46k $5.2M 0% Dec 2025
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Level Four Advisory Services 46k $5.2M 0% Dec 2025
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Courier Capital Corp 44k $5.0M 1% Dec 2025
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Parallel Advisors 44k $5.0M -3% Dec 2025
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Salomon & Ludwin 44k $5.1M -3% Dec 2025
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Natixis Asset Management Advisors 44k $5.0M 3% Dec 2025
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Advisory Services Network 44k $4.9M -1% Dec 2025
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Mml Investors Services 43k $4.9M 11% Dec 2025
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Lutz Financial Services 43k $4.9M -2% Dec 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 43k $4.8M 0% Dec 2025
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Eley Financial Management 42k $4.8M 1% Dec 2025
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Inspire Trust 42k $4.7M 9% Dec 2025
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Graves-Light Private Wealth Management 41k $4.7M 3% Dec 2025
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First Citizens Financial Corp 41k $4.6M 0% Dec 2025
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Veratis Advisors 40k $5.0M 100% Dec 2025
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Sapient Capital 40k $4.6M 8% Dec 2025
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BKM Wealth Management 40k $4.5M 0% Dec 2025
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Kestra Advisory Services 39k $4.5M 7% Dec 2025
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J.W. Burns & Company 39k $4.4M -3% Dec 2025
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Salus Financial Advisors 39k $4.4M 3% Dec 2025
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DT Investment Partners 39k $4.4M 0% Dec 2025
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Clayton Financial Group 38k $4.4M 2% Dec 2025
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Ethos Financial Group 38k $4.3M -2% Dec 2025
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LTG Capital 36k $4.1M -2% Dec 2025
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Centerpoint Advisors 36k $4.1M -1% Dec 2025
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Equitable Holdings 36k $4.0M 33% Dec 2025
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Thrivent Financial for Lutherans 36k $4.0M 4% Dec 2025
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Access Investment Management 35k $3.9M 0% Dec 2025
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Yale Capital Corp. 35k $4.0M 0% Dec 2025
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Citadel Advisors 35k $3.8M -53% Sep 2025
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Ashton Thomas Private Wealth 34k $3.9M -10% Dec 2025
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EP Wealth Advisors 34k $3.9M -5% Dec 2025
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Blue Edge Capital 32k $3.6M -19% Dec 2025
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Private Advisor 31k $3.5M -18% Dec 2025
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Mission Wealth Management 28k $3.2M -39% Dec 2025
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Financial Advisory Corp 17k $1.9M -65% Dec 2025
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Cubist Systematic Strategies 16k $1.7M -70% Sep 2025
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Bnp Paribas Arbitrage, Snc 2.4k $268k -98% Dec 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
Kovitz Investment Group Partners Sep 2025 143k $16M
Empowered Funds Sep 2025 70k $7.7M