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
Bank of America Corporation 3.2M $434M 1% Jun 2026
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FMR 1.7M $227M 2% Jun 2026
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Wells Fargo & Company 1.5M $208M 6% Jun 2026
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UBS Group 947k $129M -13% Jun 2026
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LPL Financial 943k $121M 8% Sep 2026
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Prime Capital Investment Advisors 735k $94M -3% Sep 2026
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Modera Wealth Management 688k $88M -1% Sep 2026
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Savant Capital Management 677k $87M 63% Sep 2026
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Envestnet Asset Management 569k $78M -3% Jun 2026
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M^T Bank Corporation 544k $74M -3% Jun 2026
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Pnc Financial Services 527k $68M -1% Sep 2026
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Royal Bank of Canada 476k $65M -14% Jun 2026
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Ameriprise Financial 421k $58M -50% Jun 2026
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Raymond James Financial 403k $55M 1% Jun 2026
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Commonwealth Equity Services 393k $50M -16% Sep 2026
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HighTower Advisors 392k $54M -22% Jun 2026
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Jones Financial Companies, L.L 378k $52M 1% Jun 2026
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Northwestern Mutual Wealth Management Company 366k $50M -3% Jun 2026
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Advisor Group Holdings 347k $48M 25% Jun 2026
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Pensionmark Financial Group 343k $41M 0% Jun 2026
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Jpmorgan Chase & Co 339k $46M 100% Jun 2026
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Regions Bank 328k $42M -3% Sep 2026
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Stifel Financial 288k $39M -5% Jun 2026
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Colony 287k $39M -5% Jun 2026
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Palisades Hudson Asset Management 274k $37M -3% Jun 2026
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Bailard 262k $34M -1% Sep 2026
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Cetera Investment Advisers 258k $35M 3% Jun 2026
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Baird Financial 247k $34M -2% Jun 2026
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Heartwood Wealth Advisors 246k $32M 0% Sep 2026
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HPM Partners 227k $31M 16% Jun 2026
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AlphaCore Capital 212k $27M -5% Sep 2026
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Mariner Wealth Advisors 204k $28M -20% Jun 2026
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MAI Wealth Advisors 196k $27M 6% Jun 2026
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Rockefeller Capital Management 195k $27M -1% Jun 2026
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GHP Investment Advisors 193k $25M -1% Sep 2026
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Kestra Private Wealth Services 189k $24M 4% Sep 2026
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Moneta Group Investment Advisors 175k $24M 0% Jun 2026
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Probity Advisors 169k $22M 0% Sep 2026
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Creative Planning 164k $21M -1% Sep 2026
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United Capital Financial Advisers 159k $22M -5% Jun 2026
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Parallax Volatility Advisers 150k $21M 200% Jun 2026
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Brown Advisory Holdings Incorporated 147k $20M -3% Jun 2026
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Fifth Third Bancorp 137k $18M -2% Sep 2026
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Cambridge Investment Research Advisors 137k $18M 4% Sep 2026
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Keybank National Association 137k $18M -2% Sep 2026
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Goldman Sachs Group 136k $19M 6% Jun 2026
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Ellis Investment Partners 133k $17M -3% Sep 2026
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Mercer Global Advisors 129k $18M 17% Jun 2026
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BFC Planning 129k $18M 3073% Jun 2026
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Warren Averett Asset Management 124k $17M -4% Jun 2026
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Wealth Enhancement Advisory Services 123k $9.2M 16% Sep 2026
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Financial Advisors Network 123k $17M 5% Jun 2026
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LLBH Private Wealth Management 121k $17M 3% Jun 2026
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Branch Banking & Trust Company 121k $16M 2% Sep 2026
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Lido Advisors 120k $15M 12% Sep 2026
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Wealth Architects 108k $14M -1% Sep 2026
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Pinnacle Financial Partners 107k $15M 3% Jun 2026
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Farther Finance Advisors 102k $13M -1% Sep 2026
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Captrust Financial Advisors 101k $14M 21% Jun 2026
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Silver Oak Securities 92k $13M 100% Jun 2026
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Prospera Financial Services 87k $12M 938% Sep 2026
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Asset Managment 84k $12M 0% Jun 2026
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Glenmede Trust Company 83k $11M 0% Jun 2026
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One Capital Management 83k $9.8M 0% Jun 2026
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Merit Financial Group 82k $11M 5% Sep 2026
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Home Federal Bank Of Tennessee 82k $11M -1% Sep 2026
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CIBC World Markets 81k $11M -15% Jun 2026
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Lake Street Financial 81k $10M -5% Sep 2026
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Chicago Partners Investment 79k $10M 0% Sep 2026
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CI Private Wealth 79k $11M -15% Jun 2026
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Cassaday & Co Wealth Management 77k $9.9M -1% Sep 2026
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Evanson Financial 77k $9.8M -2% Sep 2026
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Arkadios Wealth Advisors 76k $10M -2% Jun 2026
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Concurrent Investment Advisors 75k $9.5M -60% Sep 2026
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RTD Financial Advisors 74k $9.5M -4% Sep 2026
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Capital Advisors 72k $9.2M 0% Sep 2026
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Peapack Gladstone Financial Corp 72k $9.8M 6% Jun 2026
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Summit Financial 71k $9.7M -7% Jun 2026
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Bank Of Oklahoma National Association / 71k $9.1M 0% Sep 2026
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Sterling Financial Planning 71k $9.1M -3% Sep 2026
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JFS Wealth Advisors 70k $8.9M -3% Sep 2026
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Occidental Asset Management 69k $8.8M 0% Sep 2026
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Private Advisor 68k $9.3M 137% Jun 2026
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Castlekeep Investment Advisors 68k $9.3M -1% Jun 2026
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Steward Partners Investment Advisory 65k $8.9M -7% Jun 2026
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May Barnhard Investments 65k $8.3M -3% Sep 2026
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Sax Wealth Advisors 64k $8.2M -2% Sep 2026
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Pathstone Holdings 64k $8.7M -8% Jun 2026
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Ifrah Financial Services 64k $8.1M 0% Sep 2026
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Accretive Wealth Partners 63k $8.1M 1% Sep 2026
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Phillips Financial Management 61k $7.8M -5% Sep 2026
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One Day In July 61k $7.8M -4% Sep 2026
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Beacon Pointe Advisors 61k $8.3M -5% Jun 2026
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Us Bancorp 59k $7.6M 0% Sep 2026
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Independence Financial Advisors 59k $7.6M 9% Sep 2026
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Buckingham Strategic Partners 59k $8.0M 149% Jun 2026
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Blue Edge Capital 58k $8.0M 47% Jun 2026
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Financial Engines Advisors L.L.C 58k $8.0M -4% Jun 2026
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Ausdal Financial Partners 58k $8.0M -4% Jun 2026
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Hanson McClain Advisors 57k $7.8M 4% Sep 2026
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Sigma Planning 57k $7.3M -1% Sep 2026
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TABR Capital Management 57k $7.3M -34% Sep 2026
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Sowell Financial Services 55k $7.0M 5% Sep 2026
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Crescent Grove Advisors 54k $6.9M 2% Sep 2026
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Cresset Asset Management 54k $7.3M 10% Jun 2026
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Mission Wealth Management 53k $6.8M -11% Sep 2026
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MidFirst Bank 53k $7.3M -2% Jun 2026
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NorthCrest Asset Manangement 52k $6.8M 11% Sep 2026
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Ironwood Wealth Management 52k $6.6M -1% Sep 2026
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Rodgers & Associates 52k $6.6M -1% Sep 2026
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SRS Capital Advisors 52k $7.1M 398% Jun 2026
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Camarda Wealth Advisory 51k $7.0M 104% Jun 2026
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Franklin Resources 51k $7.0M 0% Jun 2026
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Mma Asset Management 50k $6.5M 0% Sep 2026
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Inspire Trust 50k $6.4M 0% Sep 2026
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Gerald Baker Financial Group 50k $6.4M 1% Sep 2026
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Pinkerton Retirement Specialists 50k $6.4M -97% Sep 2026
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First County Bank 50k $6.4M -1% Sep 2026
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Sherman Porfolios 50k $6.4M -97% Sep 2026
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Sapient Capital 50k $6.4M 4% Sep 2026
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Sonata Capital 48k $6.2M 1% Sep 2026
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First Heartland Consultants 48k $6.1M -25% Sep 2026
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IFP Advisors 47k $6.0M 1% Sep 2026
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Vise Technologies 46k $5.9M 65% Sep 2026
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Pittenger & Anderson 46k $5.9M 0% Sep 2026
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Quent Capital 46k $6.2M -1% Jun 2026
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Natixis Asset Management Advisors 46k $6.2M 1% Jun 2026
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Level Four Advisory Services 46k $5.8M 0% Sep 2026
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Parallel Advisors 45k $5.8M 1% Sep 2026
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Quantinno Capital Management 44k $6.0M 18% Jun 2026
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Advisory Services Network 43k $5.9M 1% Jun 2026
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Independent Financial Group 43k $5.5M 11% Sep 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 43k $5.5M 0% Sep 2026
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Allspring Global Investments Holdings 43k $5.5M 5% Sep 2026
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Eley Financial Management 43k $5.4M 1% Sep 2026
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Lutz Financial Services 42k $5.4M 0% Sep 2026
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Bryn Mawr Trust 42k $5.4M -1% Sep 2026
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Graves-Light Private Wealth Management 41k $5.3M 0% Sep 2026
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BKM Wealth Management 41k $5.3M 12% Sep 2026
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J.W. Burns & Company 41k $5.3M 2% Sep 2026
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Asset Dedication 41k $5.3M 0% Sep 2026
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Veratis Advisors 41k $5.2M 0% Sep 2026
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First Citizens Financial Corp 40k $5.1M 0% Sep 2026
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Salomon & Ludwin 39k $5.0M -1% Sep 2026
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Clayton Financial Group 39k $5.0M 0% Sep 2026
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Salus Financial Advisors 39k $5.0M -1% Sep 2026
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DT Investment Partners 39k $4.9M 0% Sep 2026
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Kestra Advisory Services 38k $4.9M 2% Sep 2026
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Janney Montgomery Scott 38k $5.2M 100% Jun 2026
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Integrated Wealth Concepts 37k $5.1M -51% Jun 2026
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Ethos Financial Group 37k $5.0M -3% Jun 2026
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Stokes Family Office 36k $4.9M -22% Jun 2026
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USA Financial Portformulas 21k $2.7M -98% Sep 2026
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Stratos Wealth Partners 18k $2.5M -76% Jun 2026
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Susquehanna International 11k $1.6M -83% Jun 2026
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First Trust Advisors 7.0k $955k -91% Jun 2026
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Cordatus Wealth Management 6.6k $897k -92% Jun 2026
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Vestmark Advisory Solutions 3.7k $504k -98% Jun 2026
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Modern Wealth Management 2.6k $349k -99% Jun 2026
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Sharp Financial Services 1.9k $253k -99% Jun 2026
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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
Centaurus Financial Mar 2026 102k $12M
Independent Advisor Alliance Mar 2026 63k $7.4M