Who owns iShares S&P SmallCap 600 Value Idx?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares S&P SmallCap 600 Value Idx with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Morgan Stanley 4.1M $372M -20% Dec 2022
Bank of America Corporation 3.8M $345M -16% Dec 2022
Wells Fargo & Company 2.0M $184M 6% Dec 2022
M^T Bank Corporation 1.9M $181M 43% Dec 2022
Envestnet Asset Management 1.5M $136M -3% Dec 2022
Regions Bank 1.4M $127M 11% Dec 2022
UBS Group 1.3M $119M 5% Dec 2022
Ameriprise Financial 1.1M $101M 17% Dec 2022
Portfolio Solutions 1.1M $91M -3% Sep 2022
CI Private Wealth 1.1M $100M 100% Dec 2022
LPL Financial 1.1M $96M 10% Dec 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of iShares S&P SmallCap 600 Value Idx?

Pnc Financial Services 1.0M $93M -4% Dec 2022
FMR 947k $87M -3% Dec 2022
Branch Banking & Trust Company 856k $78M 1% Dec 2022
RGT Capital Management 850k $70M 0% Sep 2022
United Capital Financial Advisers 744k $68M -5% Dec 2022
Northwestern Mutual Wealth Management Company 665k $61M 6% Dec 2022
Parsec Financial Management 604k $55M 7% Dec 2022
Bessemer 518k $47M 0% Dec 2022
Commonwealth Equity Services 495k $45M -6% Dec 2022
Bank Of Montreal 432k $40M 52% Dec 2022
Royal Bank of Canada 426k $39M -8% Dec 2022
Mariner Wealth Advisors 367k $34M 14% Dec 2022
Raymond James & Associates 359k $33M -14% Dec 2022
HighTower Advisors 352k $32M 3% Dec 2022
Baird Financial 351k $32M 0% Dec 2022
Burns Wealth Management 324k $30M -4% Dec 2022
Bailard 312k $29M 1% Dec 2022
Goldman Sachs Group 306k $28M 12% Dec 2022
One Capital Management 305k $28M 5% Dec 2022
Palisades Hudson Asset Management 303k $28M -1% Dec 2022
Thrivent Financial for Lutherans 297k $27M 407% Dec 2022
Probity Advisors 295k $27M 0% Dec 2022
Warren Averett Asset Management 293k $27M 1992% Dec 2022
Savant Capital Management 292k $2.6M 1061% Dec 2022
Stifel Financial 276k $25M -18% Dec 2022
Jones Financial Companies, L.L 274k $25M -5% Dec 2022
Pensionmark Financial Group 242k $22M 5419% Dec 2022
Raymond James Financial Services Advisors 237k $22M 7% Dec 2022
SRS Capital Advisors 237k $22M 100% Dec 2022
Wealth Enhancement Advisory Services 232k $23M 9% Dec 2022
GHP Investment Advisors 225k $21M -2% Dec 2022
SPC Financial 219k $20M 0% Dec 2022
Advisor Group Holdings 216k $20M -13% Dec 2022
Mercer Global Advisors 213k $20M 8% Dec 2022
Phillips Financial Management 213k $20M -2% Dec 2022
Jpmorgan Chase & Co 212k $19M -17% Dec 2022
Coastline Trust 204k $19M 100% Dec 2022
Heartwood Wealth Advisors 191k $17M 1% Dec 2022
Cambridge Investment Research Advisors 152k $14M -22% Dec 2022
Creative Planning 151k $14M -3% Dec 2022
Smith Anglin Financial 150k $14M 6% Dec 2022
First Republic Investment Management 143k $13M 3% Dec 2022
Kestra Advisory Services 143k $13M 24% Dec 2022
Ellis Investment Partners 136k $12M 0% Dec 2022
MAI Wealth Advisors 134k $12M 2% Dec 2022
Etfidea 127k $12M 1% Dec 2022
Captrust Financial Advisors 123k $11M 17% Dec 2022
Bryn Mawr Trust 120k $11M -6% Dec 2022
Glenmede Trust Company 116k $11M 24% Dec 2022
Us Bancorp 113k $10M 61% Dec 2022
Keybank National Association 110k $10M 10% Dec 2022
Wealth Architects 109k $10M -5% Dec 2022
Fifth Third Bancorp 108k $9.8M 1% Dec 2022
Asset Dedication 101k $9.2M -1% Dec 2022
Bank Of Oklahoma National Association / 101k $9.2M 3% Dec 2022
Sax Wealth Advisors 100k $9.2M 0% Dec 2022
Modera Wealth Management 97k $8.9M 3% Dec 2022
CIBC World Markets 97k $8.9M 5% Dec 2022
Financial Advisors Network 96k $8.7M 1% Dec 2022
Sepio Capital 95k $8.7M 35% Dec 2022
Sterling Financial Planning 93k $8.5M 1% Dec 2022
Asset Managment 93k $8.5M 1% Dec 2022
Mml Investors Services 92k $8.4M 13% Dec 2022
JFS Wealth Advisors 92k $8.4M -9% Dec 2022
Oppenheimer Asset Management 91k $8.3M 100% Dec 2022
Stone Asset Management 90k $8.2M 3% Dec 2022
Evanson Asset Management 87k $8.0M 0% Dec 2022
Brian McDonald 87k $8.5M 40% Dec 2022
Cassaday & Co Wealth Management 86k $7.8M 100% Dec 2022
Buckingham Asset Management 85k $7.8M 6% Dec 2022
PFG Financial Advisors 85k $7.8M 19% Dec 2022
Steward Partners Investment Advisory 85k $7.8M 5% Dec 2022
Home Federal Bank Of Tennessee 84k $7.7M -1% Dec 2022
Capital Advisors 83k $7.6M 2% Dec 2022
Sigma Planning 80k $7.3M -3% Dec 2022
Blue Edge Capital 79k $7.2M 4% Dec 2022
H D Vest Advisory Services 78k $7.2M 6% Dec 2022
Northeast Financial Consultants 78k $7.1M -21% Dec 2022
RTD Financial Advisors 78k $7.1M 4% Dec 2022
One Day In July 78k $7.1M 14% Dec 2022
J.W. Burns & Company 77k $7.1M -2% Dec 2022
Salomon & Ludwin 77k $7.0M -1% Dec 2022
BFSG 76k $6.9M -12% Dec 2022
Chicago Partners Investment 74k $7.7M 0% Dec 2022
Financial Advocates Investment Management 73k $3.0M 453% Dec 2022
Family Firm 70k $6.4M 2% Dec 2022
Paragon Advisors 70k $6.4M 373% Dec 2022
Arkadios Wealth Advisors 70k $6.4M 35% Dec 2022
Ifrah Financial Services 69k $6.3M 0% Dec 2022
Lido Advisors 69k $6.3M -27% Dec 2022
Northern Oak Capital Management 67k $6.2M -5% Dec 2022
Pinnacle Financial Partners 67k $6.1M 7% Dec 2022
Bank of New York Mellon 67k $5.8M -29% Dec 2022
Rockefeller Capital Management 66k $5.9M 2% Dec 2022
JSF Financial 65k $5.9M 5% Dec 2022
Abacus Planning Group 64k $5.9M 51% Dec 2022
Janney Montgomery Scott 64k $5.9M -28% Dec 2022
Ironwood Wealth Management 63k $5.7M -2% Dec 2022
Forbes Financial Planning 62k $5.1M 0% Dec 2022
Evensky & Katz 62k $5.7M -12% Dec 2022
Stokes Family Office 61k $5.6M -4% Dec 2022
Crescent Grove Advisors 61k $5.5M -2% Dec 2022
Operose Advisors 61k $5.5M 26% Dec 2022
Relative Value Partners 60k $5.5M -71% Dec 2022
Soundmark Wealth Management 56k $5.1M -1% Dec 2022
Strategic Point Investment Advisors 55k $5.0M 1% Dec 2022
Prudential Financial 54k $5.0M 13% Dec 2022
First Merchants Bank, National Association 54k $4.9M -2% Dec 2022
Wintrust Financial Corporation 54k $4.9M -2% Dec 2022
SOA Wealth Advisors 52k $4.8M 0% Dec 2022
Punch & Associates Investment Management 52k $4.7M 0% Dec 2022
Accretive Wealth Partners 52k $4.7M -1% Dec 2022
Strategic Wealth Partners 51k $4.7M -4% Dec 2022
ARGI Investment Services 50k $4.5M 10% Dec 2022
Franklin Resources 50k $4.5M 0% Dec 2022
Larson Financial Group 49k $4.5M 97% Dec 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 49k $4.5M 0% Dec 2022
Level Four Advisory Services 49k $4.4M 0% Dec 2022
Corepath Wealth Partners 48k $4.6M 1% Dec 2022
Centerpoint Advisors 48k $4.4M -5% Dec 2022
Royal Fund Management 48k $4.4M -20% Dec 2022
Umb Bank N A 47k $4.1M -12% Dec 2022
Lutz Financial Services 47k $4.3M -1% Dec 2022
Intergy Private Wealth 47k $4.3M 14% Dec 2022
Comerica Securities 47k $4.3M 4% Dec 2022
Sowell Financial Services 47k $4.3M 3% Dec 2022
Financial Network Investment Corporation 47k $4.2M -17% Dec 2022
Pittenger & Anderson 46k $4.2M 0% Dec 2022
First Hawaiian Bank 45k $4.1M -1% Dec 2022
Atria Wealth Solutions 45k $4.1M 23% Dec 2022
GW & Wade 45k $4.1M 52% Dec 2022
Greenleaf Trust 44k $4.1M 0% Dec 2022
Oxler Private Wealth 44k $4.0M -3% Dec 2022
Cetera Investment Advisers 43k $3.9M 95% Dec 2022
Quent Capital 43k $3.9M 2% Dec 2022
Patriot Financial Group Insurance Agency 43k $3.9M 0% Dec 2022
Southern Capital Advisors 43k $3.9M 100% Dec 2022
Sonata Capital 42k $3.8M 0% Dec 2022
National Asset Management 41k $3.7M 11% Dec 2022
Ullmann Financial 41k $3.7M -1% Dec 2022
AE Wealth Management 37k $3.4M -48% Dec 2022
Susquehanna International 32k $2.9M -53% Dec 2022
HPM Partners 31k $13M -78% Dec 2022
55i 26k $2.1M -95% Sep 2022
Cadent Capital Advisors 24k $2.2M -50% Dec 2022
IFP Advisors 7.7k $1.3M -84% Dec 2022
Ronald Blue Trust 2.4k $200k -97% Dec 2022
Moneta Group Investment Advisors 1.6k $8.5M -98% Dec 2022
BlackRock 406.00 $37k -100% Dec 2022

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

Fund or Company Name Date Sold Shares Held Valued At
NorthCrest Asset Manangement Sep 2022 66k $5.4M
UnionBanCal Corporation Sep 2022 43k $3.6M