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
Jones Financial Companies, L.L 6.5M $674M -48% Mar 2022
Morgan Stanley 4.2M $423M 100% Mar 2022
Envestnet Asset Management 1.8M $180M -1% Mar 2022
M^T Bank Corporation 1.7M $179M 17% Mar 2022
FMR 1.7M $169M 94% Mar 2022
Merriman Wealth Management 1.5M $153M 162% Mar 2022
Regions Bank 1.5M $150M 3% Mar 2022
Branch Banking & Trust Company 1.5M $150M 6% Mar 2022
RGT Capital Management 881k $90M 1% Mar 2022
Barber Financial 761k $78M 4489% Mar 2022
Commonwealth Equity Services 541k $55M 5% Mar 2022

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Northwestern Mutual Wealth Management Company 489k $50M 7% Mar 2022
Advisor Group Holdings 427k $44M 53% Mar 2022
Parsec Financial Management 420k $43M 22% Mar 2022
Bank of New York Mellon 379k $39M -16% Mar 2022
Raymond James & Associates 368k $38M 5% Mar 2022
Mariner Wealth Advisors 345k $35M -3% Mar 2022
Baird Financial 335k $34M 3% Mar 2022
Bailard 306k $31M -1% Mar 2022
Palisades Hudson Asset Management 294k $30M -4% Mar 2022
Stifel Financial 292k $30M 29% Mar 2022
Probity Advisors 290k $30M 4% Mar 2022
Raymond James Financial Services Advisors 289k $30M -9% Mar 2022
One Capital Management 272k $28M 6% Mar 2022
Jpmorgan Chase & Co 244k $25M -2% Mar 2022
Goldman Sachs Group 235k $24M 1% Mar 2022
GHP Investment Advisors 234k $24M -1% Mar 2022
Phillips Financial Management 219k $22M 4% Mar 2022
Brookstone Capital Management 218k $22M 1790% Mar 2022
SPC Financial 215k $22M -4% Mar 2022
Heartwood Wealth Advisors 177k $18M -8% Mar 2022
Pensionmark Financial Group 170k $17M 2% Mar 2022
Johnson Midwest Financial 156k $16M 100% Mar 2022
Steward Partners Investment Advisory 142k $15M 148% Mar 2022
Ellis Investment Partners 134k $14M 0% Mar 2022
Wealth Architects 130k $13M 0% Mar 2022
Mercer Global Advisors 123k $13M 339% Mar 2022
HPM Partners 115k $152k 0% Mar 2022
Sax Wealth Advisors 108k $11M -33% Mar 2022
JFS Wealth Advisors 105k $11M 356% Mar 2022
People's United Financial 105k $11M -37% Mar 2022
Asset Dedication 104k $11M -4% Mar 2022
Northern Oak Capital Management 102k $10M -2% Mar 2022
Bank Of Oklahoma National Association / 98k $10M 0% Mar 2022
MAI Wealth Advisors 97k $9.9M 29% Mar 2022
Modera Wealth Management 95k $9.7M 2% Mar 2022
Financial Advisors Network 94k $9.7M 7% Mar 2022
Fifth Third Bancorp 89k $9.1M 15% Mar 2022
Keybank National Association 89k $9.1M -1% Mar 2022
Evanson Asset Management 88k $9.1M 0% Mar 2022
RTD Financial Advisors 87k $8.9M 1% Mar 2022
Home Federal Bank Of Tennessee 86k $8.8M 0% Mar 2022
Evensky & Katz 85k $8.7M -5% Mar 2022
Sterling Financial Planning 85k $8.7M 1% Mar 2022
Capital Advisors 82k $8.4M 1% Mar 2022
Relative Value Partners 82k $8.4M 145% Mar 2022
J.W. Burns & Company 80k $8.2M -2% Mar 2022
Sigma Planning 80k $8.1M 11% Mar 2022
Kestra Advisory Services 79k $8.1M 0% Mar 2022
Salomon & Ludwin 77k $7.9M 0% Mar 2022
H D Vest Advisory Services 77k $7.9M 62% Mar 2022
Captrust Financial Advisors 77k $7.9M 61% Mar 2022
Umb Bank N A 73k $7.3M 0% Mar 2022
Chicago Partners Investment 73k $6.9M 1% Mar 2022
Ifrah Financial Services 72k $7.4M 1% Mar 2022
Us Bancorp 69k $7.1M 5% Mar 2022
Citadel Advisors 67k $6.9M 35% Mar 2022
Family Firm 66k $6.9M 0% Mar 2022
Prudential Financial 66k $6.8M 4% Mar 2022
Ironwood Wealth Management 65k $6.7M 0% Mar 2022
Stone Asset Management 64k $6.5M -19% Mar 2022
Mml Investors Services 63k $6.4M 8% Mar 2022
Pinnacle Financial Partners 62k $6.4M -40% Mar 2022
Scotia Capital 62k $6.3M 100% Mar 2022
Pinnacle Family Advisors 59k $6.0M 100% Mar 2022
Brian McDonald 58k $6.0M 11% Mar 2022
Rockefeller Capital Management 57k $5.9M 17% Mar 2022
55i 57k $5.8M -6% Mar 2022
Soundmark Wealth Management 57k $5.8M 0% Mar 2022
Financial Advisory Corp 56k $5.7M 52% Mar 2022
Forbes Financial Planning 55k $5.7M 1% Mar 2022
First Merchants Bank, National Association 55k $5.7M -2% Mar 2022
Wintrust Financial Corporation 54k $5.5M 1% Mar 2022
Strategic Point Investment Advisors 54k $5.5M 100% Mar 2022
Centerpoint Advisors 52k $5.3M -3% Mar 2022
One Day In July 51k $5.3M 18% Mar 2022
Franklin Resources 50k $5.1M 0% Mar 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 49k $5.0M -4% Mar 2022
Old Mission Capital 49k $5.0M 100% Mar 2022
Level Four Advisory Services 49k $5.0M 0% Mar 2022
Cadent Capital Advisors 49k $5.0M 100% Mar 2022
Comerica Securities 48k $5.0M -2% Mar 2022
First Hawaiian Bank 48k $4.9M -1% Mar 2022
Lutz Financial Services 48k $4.9M 0% Mar 2022
SOA Wealth Advisors 48k $4.9M 1% Mar 2022
Corepath Wealth Partners 47k $4.7M 2% Mar 2022
McKinley Carter Wealth Services 46k $4.7M -16% Mar 2022
Crescent Grove Advisors 46k $4.7M 1% Mar 2022
Pittenger & Anderson 46k $4.7M 0% Mar 2022
Buckingham Asset Management 45k $4.6M 15% Mar 2022
Private Advisor 45k $4.7M 0% Mar 2022
ARGI Investment Services 45k $4.6M -5% Mar 2022
Polianta 45k $4.6M 100% Mar 2022
Greenleaf Trust 45k $4.6M -2% Mar 2022
UnionBanCal Corporation 44k $4.5M -6% Mar 2022
Hanson McClain Advisors 44k $4.5M -6% Mar 2022
Liberty Capital Management 42k $4.3M 3% Mar 2022
Sonata Capital 42k $4.3M 0% Mar 2022
Lido Advisors 41k $4.2M -56% Mar 2022
Cetera Investment Advisers 41k $4.2M -55% Mar 2022
Parallel Advisors 41k $4.2M 1% Mar 2022
SJA Financial Advisory 40k $4.1M 0% Mar 2022
Rodgers & Associates 40k $4.1M -1% Mar 2022
Gail Mannix 39k $4.0M -7% Mar 2022
Abacus Planning Group 39k $4.0M 22% Mar 2022
Yale Capital Corp. 39k $3.9M 0% Mar 2022
Oarsman Capital 38k $3.9M 3% Mar 2022
Northern Trust 38k $3.9M 3% Mar 2022
EP Wealth Advisors 38k $3.9M -2% Mar 2022
DT Investment Partners 38k $3.9M 36% Mar 2022
National Asset Management 38k $3.9M 5% Mar 2022
Jane Street 36k $3.7M -52% Mar 2022
Freedman Financial Associates 36k $3.7M 1% Mar 2022
Janney Montgomery Scott 36k $3.6M -46% Mar 2022
Intergy Private Wealth 35k $3.6M 155% Mar 2022
Operose Advisors 34k $3.5M 100% Mar 2022
Cardiff Park Advisors 33k $3.4M 0% Mar 2022
Thrivent Financial for Lutherans 28k $2.9M -37% Mar 2022
Mutual Advisors 16k $1.6M -77% Mar 2022
Csenge Advisory Group 6.7k $681k -89% Mar 2022

Who sold out of iShares S&P SmallCap 600 Value Idx?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 4.0M $423M
Burns Wealth Management Sep 2021 3.3M $267M
Wells Fargo & Company Sep 2021 2.2M $222M
Portfolio Solutions Sep 2021 1.3M $128M
Pnc Financial Services Sep 2021 1.1M $108M
HighTower Advisors Sep 2021 275k $28M
Cambridge Investment Research Advisors Sep 2021 217k $22M
Creative Planning Sep 2021 152k $15M
Bingham Osborn & Scarborough Sep 2021 126k $13M
Pinkerton Retirement Specialists Sep 2021 113k $11M
Glenmede Trust Company Sep 2021 98k $9.9M
Wealth Enhancement Advisory Services Sep 2021 97k $10M
One Wealth Advisors Sep 2021 96k $9.7M
First Republic Investment Management Sep 2021 95k $9.6M
Bank Of Montreal Sep 2021 95k $9.7M
Mirsky Financial Management Corp. Sep 2021 85k $8.5M
DAL Investment Company Sep 2021 84k $8.4M
Northeast Financial Consultants Sep 2021 70k $7.0M
Stokes Family Office Sep 2021 68k $6.8M
CIBC World Markets Sep 2021 67k $6.8M
Smith Anglin Financial Sep 2021 66k $6.6M
BFSG Sep 2021 65k $6.6M
Strategic Wealth Partners Sep 2021 49k $4.9M
Juncture Wealth Strategies Sep 2021 43k $4.3M
Natixis Asset Management Advisors Sep 2021 42k $4.2M
First Citizens Financial Corp Sep 2021 38k $3.9M