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 3.7M $330M -9% Sep 2023
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Bank of America Corporation 3.5M $331M -5% Jun 2023
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Wells Fargo & Company 1.7M $165M 100% Jun 2023
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Envestnet Asset Management 1.5M $142M 2% Jun 2023
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Regions Bank 1.4M $129M 0% Sep 2023
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UBS Group 1.1M $99M -1% Sep 2023
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M^T Bank Corporation 1.1M $94M -9% Sep 2023
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FMR 1.0M $95M -12% Jun 2023
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Pnc Financial Services 983k $94M -5% Jun 2023
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Prime Capital Investment Advisors 966k $86M -3% Sep 2023
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Branch Banking & Trust Company 874k $78M 7% Sep 2023
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CI Private Wealth 868k $77M 0% Sep 2023
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LPL Financial 753k $72M -6% Jun 2023
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Ameriprise Financial 698k $66M -26% Jun 2023
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Northwestern Mutual Wealth Management Company 692k $62M -3% Sep 2023
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Bessemer 518k $49M 0% Jun 2023
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Commonwealth Equity Services 497k $44M 3% Sep 2023
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United Capital Financial Advisers 428k $38M -39% Sep 2023
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Royal Bank of Canada 416k $40M 100% Jun 2023
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One Capital Management 391k $35M 7% Sep 2023
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HighTower Advisors 389k $35M 18% Sep 2023
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Stifel Financial 362k $32M 0% Sep 2023
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Bank Of Montreal 347k $32M -15% Sep 2023
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Pensionmark Financial Group 330k $30M 11174% Sep 2023
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Baird Financial 318k $28M -1% Sep 2023
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Burns Wealth Management 312k $28M -1% Sep 2023
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Bailard 309k $28M -1% Sep 2023
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G. W. Henssler & Associates 294k $26M 2% Sep 2023
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Palisades Hudson Asset Management 292k $26M 0% Sep 2023
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Savant Capital Management 286k $26M 1% Sep 2023
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Raymond James & Associates 282k $25M -5% Sep 2023
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Probity Advisors 276k $25M -1% Sep 2023
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Mariner Wealth Advisors 262k $23M -10% Sep 2023
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Jones Financial Companies, L.L 250k $22M -3% Sep 2023
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Warren Averett Asset Management 244k $22M -6% Sep 2023
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SPC Financial 238k $21M 0% Sep 2023
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Jpmorgan Chase & Co 228k $22M 12% Jun 2023
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Goldman Sachs Group 226k $22M -11% Jun 2023
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Raymond James Financial Services Advisors 223k $20M -6% Sep 2023
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GHP Investment Advisors 220k $19M 0% Sep 2023
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Advisor Group Holdings 219k $21M 0% Jun 2023
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Phillips Financial Management 210k $19M 0% Sep 2023
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Heartwood Wealth Advisors 200k $18M 1% Sep 2023
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HPM Partners 200k $19M 31% Jun 2023
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Smith Anglin Financial 181k $16M 6% Sep 2023
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Ellis Investment Partners 152k $14M 6% Sep 2023
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Rockefeller Capital Management 152k $14M 6% Sep 2023
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Creative Planning 144k $13M -4% Sep 2023
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MAI Wealth Advisors 140k $13M -1% Jun 2023
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Lido Advisors 133k $13M 71% Jun 2023
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Mercer Global Advisors 129k $12M -25% Sep 2023
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Etfidea 128k $12M 0% Jun 2023
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Captrust Financial Advisors 116k $10M -6% Sep 2023
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Us Bancorp 114k $10M -1% Sep 2023
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Moneta Group Investment Advisors 111k $9.9M 11% Sep 2023
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First Republic Investment Management 107k $9.6M -9% Sep 2023
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Keybank National Association 105k $9.4M -3% Sep 2023
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Wealth Architects 105k $9.3M -2% Sep 2023
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Financial Advisors Network 104k $9.3M 100% Sep 2023
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Cosner Financial Group 104k $9.3M 1% Sep 2023
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One Day In July 104k $9.3M 15% Sep 2023
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Bryn Mawr Trust 102k $9.1M -5% Sep 2023
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Fifth Third Bancorp 99k $8.8M -12% Sep 2023
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CIBC World Markets 99k $9.4M 2% Jun 2023
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Asset Dedication 99k $8.8M -2% Sep 2023
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Glenmede Trust Company 98k $8.7M -12% Sep 2023
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Buckingham Asset Management 97k $8.7M -2% Sep 2023
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Relative Value Partners 94k $8.9M 4% Jun 2023
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Asset Managment 93k $8.8M 0% Jun 2023
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JFS Wealth Advisors 90k $8.1M -1% Sep 2023
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Sax Wealth Advisors 90k $8.1M -3% Sep 2023
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Sepio Capital 88k $7.9M -1% Sep 2023
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Oppenheimer Asset Management 87k $7.8M -2% Sep 2023
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Evanson Asset Management 87k $7.8M -3% Sep 2023
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Sterling Financial Planning 86k $7.7M -2% Sep 2023
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Bank Of Oklahoma National Association / 86k $7.2M -6% Sep 2023
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H D Vest Advisory Services 86k $7.6M 1% Sep 2023
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RTD Financial Advisors 85k $7.6M -2% Sep 2023
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Home Federal Bank Of Tennessee 83k $7.4M 1% Sep 2023
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Capital Advisors 83k $7.4M 0% Sep 2023
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Mml Investors Services 82k $7.8M 5% Jun 2023
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Forbes Financial Planning 80k $7.1M 1% Sep 2023
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Steward Partners Investment Advisory 80k $7.1M -4% Sep 2023
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Cambridge Investment Research Advisors 79k $7.1M -40% Sep 2023
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Salomon & Ludwin 78k $7.4M 1% Jun 2023
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J.W. Burns & Company 77k $6.9M -1% Sep 2023
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Chicago Partners Investment 77k $6.4M 9% Sep 2023
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Susquehanna International 77k $7.3M -24% Jun 2023
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Kestra Advisory Services 76k $7.2M -1% Jun 2023
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Citadel Advisors 75k $6.7M 705% Sep 2023
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Pinnacle Financial Partners 73k $6.5M 1% Sep 2023
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Northeast Financial Consultants 73k $6.5M 0% Sep 2023
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Family Firm 71k $6.4M -1% Sep 2023
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Prudential Financial 71k $6.3M -21% Sep 2023
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Crescent Grove Advisors 69k $6.2M 3% Sep 2023
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Ifrah Financial Services 66k $5.9M 2% Sep 2023
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Ironwood Wealth Management 63k $5.6M -1% Sep 2023
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NorthCrest Asset Manangement 63k $5.6M 0% Sep 2023
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Streettalk Advisors 62k $5.6M 6% Sep 2023
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Stokes Family Office 62k $5.9M 0% Jun 2023
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Abacus Planning Group 61k $5.5M 1% Sep 2023
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Modera Wealth Management 59k $5.5M -93% Sep 2023
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Soundmark Wealth Management 59k $5.2M 10% Sep 2023
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PFG Financial Advisors 58k $5.2M 0% Sep 2023
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Journey Advisory Group 58k $5.1M 3% Sep 2023
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Northern Oak Capital Management 58k $5.1M -4% Sep 2023
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Wintrust Financial Corporation 56k $5.0M 2% Sep 2023
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Sigma Planning 56k $5.0M -10% Sep 2023
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Atria Wealth Solutions 55k $4.9M 28% Sep 2023
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Strategic Point Investment Advisors 54k $4.8M 1% Sep 2023
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Wealth Enhancement Advisory Services 54k $4.8M 1439% Sep 2023
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Strategic Wealth Partners 54k $4.8M 0% Sep 2023
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Operose Advisors 53k $4.8M -2% Sep 2023
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Accretive Wealth Partners 53k $4.7M -1% Sep 2023
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Rodgers & Associates 52k $4.6M 2% Sep 2023
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Evensky & Katz 52k $4.6M -6% Sep 2023
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Janney Montgomery Scott 50k $4.5M -3% Sep 2023
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First Merchants Bank, National Association 50k $4.5M -7% Sep 2023
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Kestra Private Wealth Services 50k $4.4M 19% Sep 2023
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Franklin Resources 49k $4.7M 0% Jun 2023
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Cassaday & Co Wealth Management 48k $4.3M -4% Sep 2023
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Larson Financial Group 48k $4.3M 0% Sep 2023
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Punch & Associates Investment Management 48k $4.3M -4% Sep 2023
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GW & Wade 48k $4.3M 2% Sep 2023
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Southern Capital Advisors 48k $4.3M 4% Sep 2023
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Lansing Street Advisors 48k $4.5M 26% Jun 2023
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BFSG 47k $4.2M -44% Sep 2023
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Liberty Capital Management 46k $4.1M 7% Sep 2023
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Occidental Asset Management 46k $4.1M 83% Sep 2023
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Lutz Financial Services 46k $4.1M -1% Sep 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 46k $4.1M -1% Sep 2023
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Pittenger & Anderson 46k $4.1M 0% Sep 2023
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Petra Financial Advisors 45k $4.0M -1% Sep 2023
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Umb Bank N A 45k $4.0M 5% Sep 2023
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Greenleaf Trust 45k $4.0M 0% Sep 2023
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Level Four Advisory Services 45k $4.0M -9% Sep 2023
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Corepath Wealth Partners 45k $3.8M 3% Sep 2023
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Cetera Investment Advisers 44k $3.9M 1% Sep 2023
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Centerpoint Advisors 44k $3.9M -3% Sep 2023
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Integrated Wealth Concepts 44k $3.9M 4% Sep 2023
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Northern Trust 43k $3.8M 9% Sep 2023
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Financial Network Investment Corporation 43k $3.8M -3% Sep 2023
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Sowell Financial Services 43k $3.8M -2% Sep 2023
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Quent Capital 42k $3.8M -6% Sep 2023
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First Citizens Financial Corp 42k $3.8M -8% Sep 2023
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Patriot Financial Group Insurance Agency 42k $3.7M 0% Sep 2023
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Parallel Advisors 42k $4.0M 0% Jun 2023
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First Hawaiian Bank 40k $3.6M -2% Sep 2023
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Sonata Capital 40k $3.6M 0% Sep 2023
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Wealth Quarterback 39k $3.5M 100% Sep 2023
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Bank of New York Mellon 39k $3.5M -7% Sep 2023
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SOA Wealth Advisors 37k $3.3M -8% Sep 2023
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EP Wealth Advisors 37k $3.8M -63% Jun 2023
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Thrivent Financial for Lutherans 29k $2.7M -91% Jun 2023
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Blue Edge Capital 28k $2.7M -54% Jun 2023
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Comerica Securities 25k $2.2M -57% Sep 2023
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AE Wealth Management 20k $1.8M -50% Sep 2023
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Jane Street 16k $1.4M -72% Sep 2023
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Paragon Advisors 6.4k $568k -87% Sep 2023
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JSF Financial 4.6k $408k -93% Sep 2023
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Arkadios Wealth Advisors 3.9k $352k -95% Sep 2023
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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
Royal Fund Management Jun 2023 53k $5.1M
Change Path Jun 2023 52k $4.6M