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 $1.3B -1% Jun 2021
Morgan Stanley 3.7M $395M 100% Jun 2021
Bank of America Corporation 2.9M $304M 2% Jun 2021
Advisor Group Holdings 2.6M $272M 610% Jun 2021
Wells Fargo & Company 2.5M $259M 4% Jun 2021
Envestnet Asset Management 1.8M $179M -70% Sep 2021
Branch Banking & Trust Company 1.5M $161M 2% Jun 2021
LPL Financial 1.4M $148M 56% Jun 2021
Ameriprise Financial 1.4M $145M 12% Jun 2021
Clark Capital Management Group 1.3M $139M 100% Jun 2021
Portfolio Solutions 1.3M $134M -5% Jun 2021

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M^T Bank Corporation 1.3M $139M -7% Jun 2021
Pnc Financial Services 1.1M $117M 0% Jun 2021
UBS Group 1.1M $113M 4% Jun 2021
United Capital Financial Advisers 876k $92M -9% Jun 2021
RGT Capital Management 849k $90M 0% Jun 2021
Royal Bank of Canada 601k $63M 16% Jun 2021
Commonwealth Equity Services 574k $61M 4% Jun 2021
Merriman Wealth Management 570k $60M 996% Jun 2021
Barber Financial 533k $56M 1% Jun 2021
Orion Portfolio Solutions 510k $54M 13056% Jun 2021
FMR 471k $50M 8% Jun 2021
Northwestern Mutual Wealth Management Company 449k $47M 55% Jun 2021
Bank of New York Mellon 400k $42M 3% Jun 2021
Cambridge Investment Research Advisors 373k $39M -4% Jun 2021
Raymond James & Associates 349k $37M 20% Jun 2021
Raymond James Financial Services Advisors 342k $36M 4% Jun 2021
Baird Financial 318k $34M 5% Jun 2021
HighTower Advisors 312k $33M 26% Jun 2021
Burns Wealth Management 312k $33M -1% Jun 2021
Bailard 309k $33M -2% Jun 2021
Palisades Hudson Asset Management 308k $33M -1% Jun 2021
Piershale Financial 290k $31M 0% Jun 2021
Regions Bank 285k $30M 0% Jun 2021
Probity Advisors 280k $28M 1% Sep 2021
Mariner Wealth Advisors 279k $29M 0% Jun 2021
Brookstone Capital Management 267k $27M 0% Jun 2021
One Capital Management 253k $27M 8% Jun 2021
Stifel Financial 246k $26M 6% Jun 2021
GHP Investment Advisors 238k $25M -1% Jun 2021
SPC Financial 218k $23M -24% Jun 2021
Prudential Financial 215k $23M 1% Jun 2021
Phillips Financial Management 201k $21M -4% Jun 2021
People's United Financial 194k $20M -17% Jun 2021
Heartwood Wealth Advisors 193k $20M 0% Jun 2021
Bryn Mawr Trust 176k $19M 2% Jun 2021
Creative Planning 161k $17M -3% Jun 2021
Sax Wealth Advisors 156k $17M 0% Jun 2021
AE Wealth Management 150k $16M 28% Jun 2021
Pinkerton Retirement Specialists 145k $15M 2% Jun 2021
Wealth Architects 137k $15M -5% Jun 2021
Pinnacle Financial Partners 134k $14M 113% Jun 2021
Ellis Investment Partners 134k $14M 1% Sep 2021
Parsec Financial Management 129k $14M 4007% Jun 2021
Bingham Osborn & Scarborough 127k $13M 0% Jun 2021
Private Advisor 120k $13M 57% Jun 2021
Kestra Advisory Services 119k $13M 242% Jun 2021
Connable Office 116k $12M -53% Jun 2021
Pinnacle Family Advisors 113k $12M 20% Jun 2021
Cetera Investment Advisers 111k $12M 113% Jun 2021
IFP Advisors 110k $12M 40% Jun 2021
Asset Dedication 109k $12M -14% Jun 2021
Sigma Planning 109k $12M -11% Jun 2021
One Wealth Advisors 107k $11M -12% Jun 2021
Evanson Asset Management 104k $11M 0% Jun 2021
Northern Oak Capital Management 102k $11M 3% Jun 2021
Glenmede Trust Company 102k $11M 7% Jun 2021
Royal Fund Management 101k $11M -4% Jun 2021
DAL Investment Company 101k $46M 153% Jun 2021
Asset Managment 100k $11M -3% Jun 2021
Keybank National Association 99k $10M -3% Jun 2021
D. Scott Neal 96k $10M -13% Jun 2021
Evensky & Katz 93k $9.8M 2% Jun 2021
Modera Wealth Management 92k $9.7M 1% Jun 2021
Blue Edge Capital 92k $9.7M 0% Jun 2021
Bank Of Montreal 90k $9.7M 1324% Jun 2021
Camarda Wealth Advisory 90k $9.4M 100% Jun 2021
Mutual Advisors 89k $9.4M 3% Jun 2021
Home Federal Bank Of Tennessee 88k $9.3M -2% Jun 2021
Mattern Wealth Management 87k $8.6M -11% Jun 2021
Soundmark Wealth Management 87k $9.1M 0% Jun 2021
Strategic Wealth Advisors 87k $9.1M 71% Jun 2021
National Asset Management 84k $8.8M 139% Jun 2021
Umb Bank N A 83k $8.7M -11% Jun 2021
Mirsky Financial Management Corp. 81k $8.6M 35% Jun 2021
Capital Advisors 81k $8.5M 0% Jun 2021
Wealth Enhancement Advisory Services 80k $8.1M 6% Jun 2021
Us Bancorp 80k $8.4M 11% Jun 2021
Sterling Financial Planning 80k $8.4M 4% Jun 2021
First Republic Investment Management 78k $8.2M 30% Jun 2021
Salomon & Ludwin 77k $8.1M 2% Jun 2021
Chicago Partners Investment 74k $7.5M -1% Jun 2021
McKinley Carter Wealth Services 72k $7.6M -9% Jun 2021
J.W. Burns & Company 72k $7.6M 15% Jun 2021
Ifrah Financial Services 72k $7.5M 0% Jun 2021
MACRO Consulting Group 70k $7.3M -19% Jun 2021
Stokes Family Office 69k $7.3M 1% Jun 2021
Fifth Third Bancorp 69k $7.2M 6% Jun 2021
Mml Investors Services 67k $7.1M 8% Jun 2021
Lido Advisors 67k $7.1M 10% Jun 2021
SMI Advisory Services 66k $7.0M 5% Jun 2021
Financial Advisors Network 66k $7.0M -5% Jun 2021
Family Firm 65k $6.9M -1% Sep 2021
CIBC World Markets 65k $6.9M 16% Jun 2021
MAI Wealth Advisors 64k $6.7M 3% Jun 2021
Ironwood Wealth Management 63k $6.7M 2% Jun 2021
H D Vest Advisory Services 63k $6.6M 25% Jun 2021
Security National Trust 61k $6.4M -2% Jun 2021
Brian McDonald 60k $5.9M -3% Jun 2021
Csenge Advisory Group 59k $6.3M 16% Jun 2021
BFSG 59k $6.2M 31% Jun 2021
Janney Montgomery Scott 58k $6.1M 0% Jun 2021
First Merchants Bank, National Association 58k $6.1M 0% Jun 2021
Susquehanna International 56k $5.9M -38% Jun 2021
Wintrust Financial Corporation 55k $5.8M 0% Jun 2021
Centerpoint Advisors 54k $5.7M -2% Jun 2021
Northeast Financial Consultants 53k $5.6M 23% Jun 2021
EWG Elevate 53k $5.6M -16% Jun 2021
First Hawaiian Bank 52k $5.5M -7% Jun 2021
ARGI Investment Services 52k $5.5M -11% Jun 2021
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 52k $5.4M 0% Jun 2021
Rockefeller Capital Management 51k $5.3M 2% Jun 2021
Franklin Resources 51k $5.3M 3% Jun 2021
UnionBanCal Corporation 50k $5.2M -7% Jun 2021
Lutz Financial Services 48k $5.1M -5% Jun 2021
Moloney Securities Asset Management 47k $4.9M -19% Jun 2021
Accretive Wealth Partners 47k $4.9M 13% Jun 2021
McMahon Financial Advisors 46k $4.9M 9% Jun 2021
GoalVest Advisory 46k $4.9M 12% Jun 2021
Pittenger & Anderson 46k $4.8M 0% Jun 2021
SOA Wealth Advisors 46k $4.8M -3% Jun 2021
Corepath Wealth Partners 45k $4.6M 5% Jun 2021
Greenleaf Trust 45k $4.8M 1% Jun 2021
Level Four Advisory Services 45k $4.7M 0% Jun 2021
Stephens 45k $4.7M 79% Jun 2021
Thrivent Financial for Lutherans 45k $4.7M 70% Jun 2021
Financial Advisory Corp 44k $4.6M -1% Jun 2021
Gail Mannix 43k $4.6M 1% Jun 2021
Sowell Financial Services 43k $4.5M -2% Jun 2021
Sonata Capital 42k $4.4M -16% Jun 2021
Liberty Capital Management 41k $4.1M 1% Sep 2021
Natixis Asset Management Advisors 41k $4.3M -1% Jun 2021
SJA Financial Advisory 41k $4.3M -3% Jun 2021
Rodgers & Associates 40k $4.3M -1% Jun 2021
Financial Network Investment Corporation 40k $4.2M 16% Jun 2021
Juncture Wealth Strategies 39k $4.0M -12% Jun 2021
Hanson McClain Advisors 39k $4.1M 0% Jun 2021
Yale Capital Corp. 39k $4.1M 0% Jun 2021
First Citizens Financial Corp 38k $4.0M 0% Jun 2021
55i 38k $4.0M 84% Jun 2021
Market Street Wealth Management Advisors 37k $3.9M -23% Jun 2021
GW & Wade 36k $3.8M -7% Jun 2021
Crescent Capital Consulting 28k $3.0M -33% Jun 2021
DiMeo Schneider & Associates 2.9k $309k -97% Jun 2021

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

Fund or Company Name Date Sold Shares Held Valued At
Johnson Midwest Financial Jun 2021 150k $16M
Polianta Mar 2021 120k $12M
Retirement Capital Strategies Mar 2021 87k $8.8M
Old Mission Capital Mar 2021 70k $7.0M
Steward Partners Investment Advisory Mar 2021 67k $6.7M
Parallel Advisors Jun 2021 41k $4.3M