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 12M $1.2B -10% Mar 2021
Bank of America Corporation 2.8M $284M 11% Mar 2021
Wells Fargo & Company 2.4M $237M 30% Mar 2021
Envestnet Asset Management 1.8M $183M -2% Mar 2021
Branch Banking & Trust Company 1.5M $152M 367% Mar 2021
M^T Bank Corporation 1.4M $143M 25% Mar 2021
Portfolio Solutions 1.4M $140M -3% Mar 2021
Ameriprise Financial 1.2M $124M 110% Mar 2021
Pnc Financial Services 1.1M $112M 4% Mar 2021
UBS Group 1.0M $104M 3% Mar 2021
United Capital Financial Advisers 966k $97M -10% Mar 2021

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LPL Financial 902k $91M 77% Mar 2021
RGT Capital Management 848k $86M 0% Mar 2021
Commonwealth Equity Services 551k $56M 11% Mar 2021
Barber Financial 527k $53M 5507% Mar 2021
Royal Bank of Canada 517k $52M 13% Mar 2021
FMR 437k $44M -6% Mar 2021
Jpmorgan Chase & Co 403k $41M -1% Mar 2021
Bank of New York Mellon 388k $39M 45% Mar 2021
Cambridge Investment Research Advisors 387k $39M 652% Mar 2021
Advisor Group Holdings 362k $37M 95% Mar 2021
Raymond James Financial Services Advisors 327k $33M 65% Mar 2021
Burns Wealth Management 317k $32M -1% Mar 2021
Bailard 314k $32M -3% Mar 2021
Palisades Hudson Asset Management 311k $31M -1% Mar 2021
Baird Financial 302k $30M 5% Mar 2021
Raymond James & Associates 291k $29M 10% Mar 2021
Piershale Financial 290k $29M 100% Mar 2021
Northwestern Mutual Wealth Management Company 290k $29M 23% Mar 2021
SPC Financial 288k $29M -1% Mar 2021
Regions Bank 285k $29M 3% Mar 2021
Probity Advisors 284k $29M 100% Mar 2021
Mariner Wealth Advisors 280k $28M 1% Mar 2021
Brookstone Capital Management 267k $27M 225% Mar 2021
HighTower Advisors 247k $25M 11% Mar 2021
Connable Office 246k $25M -2% Mar 2021
GHP Investment Advisors 240k $24M -2% Mar 2021
One Capital Management 235k $24M -8% Mar 2021
Stifel Financial 233k $23M -79% Mar 2021
People's United Financial 232k $23M -11% Mar 2021
Prudential Financial 214k $22M 1113% Mar 2021
Phillips Financial Management 209k $21M -7% Mar 2021
Heartwood Wealth Advisors 194k $20M -11% Mar 2021
Bryn Mawr Trust 172k $17M 2% Mar 2021
Creative Planning 166k $17M 1% Mar 2021
Sax Wealth Advisors 157k $16M 5% Mar 2021
Johnson Midwest Financial 149k $15M 618817% Mar 2021
Wealth Architects 145k $15M -6% Mar 2021
Pinkerton Retirement Specialists 142k $14M 100% Mar 2021
Goldman Sachs Group 139k $14M -1% Mar 2021
Ellis Investment Partners 132k $13M 2% Mar 2021
Bingham Osborn & Scarborough 127k $13M 3% Mar 2021
Asset Dedication 127k $13M -6% Mar 2021
Sigma Planning 123k $12M 104% Mar 2021
One Wealth Advisors 122k $12M -21% Mar 2021
AE Wealth Management 118k $12M 1197% Mar 2021
D. Scott Neal 110k $11M 100% Mar 2021
Royal Fund Management 106k $11M 100% Mar 2021
Evanson Asset Management 104k $11M 0% Mar 2021
Asset Managment 103k $10M -1% Mar 2021
Keybank National Association 102k $10M -1% Mar 2021
Northern Oak Capital Management 99k $9.9M -27% Mar 2021
Mattern Wealth Management 98k $9.9M 100% Mar 2021
Pinnacle Family Advisors 94k $9.5M 100% Mar 2021
Umb Bank N A 93k $9.4M 17% Mar 2021
Blue Edge Capital 92k $9.3M 4% Mar 2021
Modera Wealth Management 92k $9.2M 0% Mar 2021
Evensky & Katz 91k $9.2M 6% Mar 2021
Susquehanna International 90k $9.0M -17% Mar 2021
Home Federal Bank Of Tennessee 88k $9.3M -2% Jun 2021
Retirement Capital Strategies 87k $8.8M 100% Mar 2021
Soundmark Wealth Management 87k $8.8M -2% Mar 2021
Mutual Advisors 86k $8.7M 242% Mar 2021
DiMeo Schneider & Associates 86k $93k -58% Mar 2021
MACRO Consulting Group 86k $8.6M -7% Mar 2021
Capital Advisors 81k $8.1M 0% Mar 2021
McKinley Carter Wealth Services 79k $8.0M -5% Mar 2021
IFP Advisors 79k $7.9M 603% Mar 2021
Sterling Financial Planning 77k $7.7M 4% Mar 2021
Private Advisor 77k $7.7M 268% Mar 2021
Bank Of Oklahoma National Association / 76k $7.7M -3% Mar 2021
Salomon & Ludwin 76k $7.6M -5% Mar 2021
Wealth Enhancement Advisory Services 75k $7.7M 18% Mar 2021
Chicago Partners Investment 75k $7.7M 2% Mar 2021
Us Bancorp 72k $7.3M 4% Mar 2021
Ifrah Financial Services 72k $7.2M 4% Mar 2021
Old Mission Capital 70k $7.0M 100% Mar 2021
Financial Advisors Network 70k $7.0M -8% Mar 2021
Stokes Family Office 68k $6.9M 1% Mar 2021
Family Firm 68k $6.8M -2% Mar 2021
Steward Partners Investment Advisory 67k $6.7M 100% Mar 2021
Fifth Third Bancorp 64k $6.5M 5% Mar 2021
SMI Advisory Services 63k $6.4M 100% Mar 2021
EWG Elevate 63k $6.4M 100% Mar 2021
Pinnacle Financial Partners 63k $6.4M -2% Mar 2021
Mml Investors Services 63k $6.3M 6% Mar 2021
J.W. Burns & Company 62k $6.3M 105% Mar 2021
MAI Wealth Advisors 62k $6.3M 3% Mar 2021
Ironwood Wealth Management 62k $6.3M -1% Mar 2021
Brian McDonald 62k $6.3M 4% Mar 2021
Security National Trust 62k $6.2M 6% Mar 2021
Lido Advisors 61k $6.1M -12% Mar 2021
First Republic Investment Management 60k $6.1M 4% Mar 2021
Mirsky Financial Management Corp. 60k $6.1M -1% Mar 2021
Janney Montgomery Scott 58k $5.9M 88% Mar 2021
ARGI Investment Services 58k $5.8M -10% Mar 2021
Moloney Securities Asset Management 58k $5.8M 565% Mar 2021
First Merchants Bank, National Association 58k $5.8M 0% Mar 2021
CIBC World Markets 56k $5.7M 11% Mar 2021
First Hawaiian Bank 56k $5.6M -5% Mar 2021
Centerpoint Advisors 55k $5.6M -1% Mar 2021
Wintrust Financial Corporation 55k $5.5M 0% Mar 2021
UnionBanCal Corporation 53k $5.3M -1% Mar 2021
Cetera Investment Advisers 52k $5.3M 182% Mar 2021
Merriman Wealth Management 52k $5.2M 2% Mar 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 52k $5.2M 0% Mar 2021
Csenge Advisory Group 51k $5.2M 100% Mar 2021
Strategic Wealth Advisors 51k $5.1M 100% Mar 2021
Lutz Financial Services 51k $5.1M -6% Mar 2021
H D Vest Advisory Services 51k $5.1M 31% Mar 2021
Sonata Capital 50k $5.1M -33% Mar 2021
Rockefeller Capital Management 49k $5.0M 2% Mar 2021
Franklin Resources 49k $4.9M 2% Mar 2021
Market Street Wealth Management Advisors 48k $4.8M -7% Mar 2021
SOA Wealth Advisors 47k $4.7M -14% Mar 2021
Pittenger & Anderson 46k $4.6M 0% Mar 2021
Level Four Advisory Services 45k $4.5M -9% Mar 2021
BFSG 45k $4.5M 100% Mar 2021
Greenleaf Trust 45k $4.5M -4% Mar 2021
Financial Advisory Corp 44k $4.4M 20% Mar 2021
Sowell Financial Services 44k $4.6M 0% Mar 2021
Juncture Wealth Strategies 44k $4.4M 20% Mar 2021
Northeast Financial Consultants 43k $4.4M 629% Mar 2021
Corepath Wealth Partners 43k $4.4M 6% Mar 2021
Gail Mannix 43k $4.3M -2% Mar 2021
McMahon Financial Advisors 43k $4.3M 100% Mar 2021
Strategic Wealth Partners 42k $4.3M 2% Mar 2021
SJA Financial Advisory 42k $4.2M -19% Mar 2021
Crescent Capital Consulting 42k $5.2M 31% Mar 2021
Liberty Capital Management 41k $4.2M -5% Mar 2021
GoalVest Advisory 41k $4.2M 100% Mar 2021
Accretive Wealth Partners 41k $4.1M 4% Mar 2021
Rodgers & Associates 41k $4.1M -22% Mar 2021
Natixis Asset Management Advisors 41k $4.1M -18% Mar 2021
Parallel Advisors 40k $4.0M 0% Mar 2021
DAL Investment Company 40k $4.0M 100% Mar 2021
GW & Wade 39k $3.9M 142% Mar 2021
Hanson McClain Advisors 39k $3.9M 19% Mar 2021
First Citizens Financial Corp 39k $3.9M -4% Mar 2021
Norway Savings Bank 36k $3.9M -7% Mar 2021
Bridges Investment Management 30k $3.0M -24% Mar 2021
Pensionmark Financial Group 25k $2.6M -93% Mar 2021
First Trust Advisors 11k $1.1M -73% Mar 2021

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

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 3.5M $283M
Polianta Mar 2021 120k $12M
FormulaFolio Investments Dec 2020 59k $4.8M
Calton & Associates Dec 2020 58k $4.7M