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 $385M 2% Dec 2024
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Bank of America Corporation 3.5M $380M 4% Dec 2024
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FMR 2.6M $283M -8% Dec 2024
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Regions Bank 1.5M $163M 0% Dec 2024
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Wells Fargo & Company 1.4M $150M 7% Dec 2024
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M^T Bank Corporation 1.2M $132M -20% Dec 2024
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UBS Group 1.2M $129M 0% Dec 2024
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Prime Capital Investment Advisors 889k $97M -2% Dec 2024
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Ameriprise Financial 801k $87M 0% Dec 2024
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Modera Wealth Management 752k $82M -1% Dec 2024
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Commonwealth Equity Services 746k $81M 15% Dec 2024
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LPL Financial 732k $80M -5% Dec 2024
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Pnc Financial Services 669k $73M -1% Dec 2024
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Modern Wealth Management 632k $69M 18493% Dec 2024
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Envestnet Asset Management 616k $67M -12% Dec 2024
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Royal Bank of Canada 487k $53M 7% Dec 2024
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Raymond James Financial 452k $49M 100% Dec 2024
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One Capital Management 416k $45M -5% Dec 2024
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Susquehanna International 415k $45M 1466% Dec 2024
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Jpmorgan Chase & Co 404k $44M 9% Dec 2024
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HighTower Advisors 381k $41M 7% Dec 2024
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Stifel Financial 353k $38M -2% Dec 2024
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Northwestern Mutual Wealth Management Company 349k $38M 10% Dec 2024
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Bank Of Montreal 334k $36M 5% Dec 2024
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Baird Financial 320k $35M -1% Dec 2024
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G. W. Henssler & Associates 310k $33M -1% Dec 2024
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Bailard 306k $33M 2% Dec 2024
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Burns Wealth Management 300k $33M -3% Dec 2024
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Palisades Hudson Asset Management 291k $32M 0% Dec 2024
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Life Planning Partners 282k $2.6M 10761% Dec 2024
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Jones Financial Companies, L.L 267k $29M 4% Dec 2024
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Raymond James & Associates 262k $28M -2% Sep 2024
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SPC Financial 240k $26M 2% Dec 2024
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Mariner Wealth Advisors 222k $24M -5% Dec 2024
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Heartwood Wealth Advisors 211k $23M 1% Dec 2024
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GHP Investment Advisors 207k $23M 0% Dec 2024
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United Capital Financial Advisers 205k $22M -2% Dec 2024
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HPM Partners 203k $22M 3% Dec 2024
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Probity Advisors 202k $22M -9% Sep 2024
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Kovitz Investment Group Partners 196k $21M -1% Dec 2024
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Branch Banking & Trust Company 192k $21M -3% Dec 2024
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Savant Capital Management 185k $20M -11% Dec 2024
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MAI Wealth Advisors 180k $20M 10% Dec 2024
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Family Firm 173k $8.0M 0% Dec 2024
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Goldman Sachs Group 173k $19M -26% Dec 2024
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Rockefeller Capital Management 163k $18M 2% Dec 2024
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Creative Planning 162k $18M 18% Dec 2024
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Warren Averett Asset Management 160k $17M -3% Dec 2024
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Ellis Investment Partners 156k $17M 4% Dec 2024
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Colony 148k $16M 45% Dec 2024
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Advisor Group Holdings 142k $15M -2% Dec 2024
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Phillips Financial Management 142k $15M -25% Dec 2024
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Raymond James Financial Services Advisors 139k $15M -3% Sep 2024
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Moneta Group Investment Advisors 138k $15M -8% Dec 2024
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Financial Engines Advisors L.L.C 133k $15M 62% Dec 2024
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Lido Advisors 129k $14M -27% Dec 2024
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Keybank National Association 129k $14M -1% Dec 2024
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Mercer Global Advisors 126k $14M 0% Dec 2024
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Etfidea 121k $13M 100% Sep 2024
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Brian McDonald 113k $12M -1% Dec 2024
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Financial Advisors Network 110k $12M 100% Dec 2024
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Captrust Financial Advisors 106k $12M 9% Dec 2024
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Clear Creek Financial Management 104k $11M 1294% Dec 2024
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Wealth Architects 101k $11M -1% Dec 2024
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CIBC World Markets 101k $11M -3% Dec 2024
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Covenant Partners 99k $11M -5% Dec 2024
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Cetera Investment Advisers 94k $10M 3% Dec 2024
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Kestra Private Wealth Services 94k $10M 15% Dec 2024
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H D Vest Advisory Services 94k $10M 4% Dec 2024
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Cambridge Investment Research Advisors 91k $9.8M -44% Dec 2024
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RTD Financial Advisors 90k $9.8M 2% Dec 2024
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Asset Managment 89k $9.7M -1% Dec 2024
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JFS Wealth Advisors 89k $9.7M -4% Dec 2024
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Bank Of Oklahoma National Association / 88k $9.3M 1% Dec 2024
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Prospera Financial Services 88k $9.5M 1% Dec 2024
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Asset Dedication 86k $9.4M -9% Dec 2024
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Lake Street Financial 86k $9.3M 42% Dec 2024
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One Day In July 85k $9.2M -4% Dec 2024
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Glenmede Trust Company 83k $9.0M -3% Dec 2024
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Lansing Street Advisors 82k $8.8M 100% Sep 2024
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Sterling Financial Planning 81k $8.8M -1% Dec 2024
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Home Federal Bank Of Tennessee 80k $8.7M -2% Dec 2024
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TrinityPoint Wealth 80k $8.7M 15% Dec 2024
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Sax Wealth Advisors 80k $8.7M -1% Dec 2024
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May Barnhard Investments 80k $8.6M 100% Dec 2024
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Us Bancorp 78k $8.5M -15% Dec 2024
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Evanson Asset Management 78k $8.5M 0% Dec 2024
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Capital Advisors 76k $8.2M -1% Dec 2024
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Pinnacle Financial Partners 75k $8.2M 4% Dec 2024
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Financial Advisory Corp 75k $8.1M 181% Dec 2024
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Steward Partners Investment Advisory 74k $8.1M -1% Dec 2024
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Bryn Mawr Trust 72k $7.8M -2% Dec 2024
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Cordatus Wealth Management 72k $7.8M 1% Dec 2024
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Wealth Quarterback 72k $7.8M 2% Dec 2024
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Chicago Partners Investment 71k $7.7M 0% Dec 2024
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Atria Wealth Solutions 69k $7.5M 6% Dec 2024
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Oxler Private Wealth 69k $7.5M 1% Dec 2024
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Fifth Third Bancorp 68k $7.4M -5% Dec 2024
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J.W. Burns & Company 67k $7.3M -3% Dec 2024
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Sepio Capital 67k $7.2M 6% Dec 2024
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Polianta 66k $7.1M 100% Dec 2024
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NorthCrest Asset Manangement 66k $7.1M 0% Dec 2024
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Ifrah Financial Services 66k $7.1M 0% Dec 2024
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Hanson McClain Advisors 65k $7.3M 152% Dec 2024
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Atomi Financial Group 60k $6.6M 19% Dec 2024
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Blue Edge Capital 60k $6.5M 20% Dec 2024
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CI Private Wealth 59k $6.4M -13% Dec 2024
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Cassaday & Co Wealth Management 58k $6.3M 1% Dec 2024
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Ironwood Wealth Management 57k $6.2M -5% Dec 2024
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Sims Investment Management 57k $6.2M 100% Dec 2024
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First County Bank 55k $6.0M 8% Dec 2024
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Courier Capital Corp 54k $5.8M 11% Dec 2024
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Janney Montgomery Scott 54k $5.8M 13% Dec 2024
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Franklin Resources 54k $5.8M 3% Dec 2024
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Occidental Asset Management 53k $5.7M -1% Dec 2024
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Integrated Wealth Concepts 53k $5.7M 4% Dec 2024
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Northeast Financial Consultants 53k $5.7M -2% Dec 2024
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Wintrust Financial Corporation 53k $5.7M -7% Dec 2024
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Rodgers & Associates 53k $5.7M 0% Dec 2024
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Stokes Family Office 52k $5.7M 0% Dec 2024
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Concurrent Investment Advisors 51k $5.6M 1% Dec 2024
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Peapack Gladstone Financial Corp 51k $5.6M 3% Dec 2024
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Wealth Enhancement Advisory Services 51k $5.5M -4% Dec 2024
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Mutual Advisors 51k $5.6M 49% Dec 2024
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Mml Investors Services 50k $5.4M 2% Dec 2024
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Sigma Planning 50k $5.4M -1% Dec 2024
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Cresset Asset Management 50k $5.4M -14% Dec 2024
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Sowell Financial Services 50k $5.4M 12% Dec 2024
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Code Waechter 49k $5.3M 0% Dec 2024
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Azimuth Capital Investment Management 49k $5.2M -2% Sep 2024
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Salomon & Ludwin 48k $5.3M -4% Dec 2024
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Accretive Wealth Partners 48k $5.2M 0% Dec 2024
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Quent Capital 48k $5.2M 1% Dec 2024
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EP Wealth Advisors 46k $5.0M 25% Dec 2024
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Crescent Grove Advisors 46k $5.0M 0% Dec 2024
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Pathstone Holdings 46k $5.0M 3% Dec 2024
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Pittenger & Anderson 46k $5.0M 0% Dec 2024
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Level Four Advisory Services 45k $4.9M 1% Dec 2024
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Advisory Services Network 45k $4.9M -1% Dec 2024
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Greenleaf Trust 45k $4.8M -1% Dec 2024
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Lutz Financial Services 44k $4.8M 0% Dec 2024
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Sonata Capital 44k $4.8M 1% Dec 2024
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DT Investment Partners 44k $4.8M 0% Dec 2024
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Evensky & Katz 44k $4.8M -3% Dec 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 43k $4.7M 0% Dec 2024
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Parallel Advisors 43k $4.7M -2% Dec 2024
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Clayton Financial Group 42k $4.6M 3% Dec 2024
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Private Advisor 42k $4.5M 43% Dec 2024
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LTG Capital 41k $4.5M 0% Dec 2024
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Graves-Light Private Wealth Management 41k $4.4M 2% Dec 2024
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Streettalk Advisors 40k $4.3M -3% Dec 2024
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Centerpoint Advisors 40k $4.3M -3% Dec 2024
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Northern Oak Capital Management 39k $4.2M -14% Dec 2024
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Sequent Planning 37k $4.0M -10% Dec 2024
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Thrivent Financial for Lutherans 31k $3.3M -33% Dec 2024
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Citadel Advisors 14k $1.5M -66% Dec 2024
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Pensionmark Financial Group 6.8k $734k -98% Dec 2024
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Greenup Street Wealth Management 2.0k $216k -96% Dec 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
Prudential Financial Sep 2024 83k $9.0M
International Assets Investment Management Sep 2024 51k $439k