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 14M $1.1B 88% Dec 2020
Morgan Stanley 3.5M $283M 111% Dec 2020
Bank of America Corporation 2.5M $206M 115% Dec 2020
Envestnet Asset Management 1.8M $150M 76% Dec 2020
Wells Fargo & Company 1.8M $147M 126% Dec 2020
Portfolio Solutions 1.4M $116M 86% Dec 2020
M^T Bank Corporation 1.1M $92M 106% Dec 2020
Stifel Financial 1.1M $92M 174% Dec 2020
United Capital Financial Advisers 1.1M $87M 62% Dec 2020
Pnc Financial Services 1.1M $87M 90% Dec 2020
UBS Group 1.0M $81M 136% Dec 2020

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RGT Capital Management 849k $69M 102% Dec 2020
Ameriprise Financial 583k $47M 171% Dec 2020
LPL Financial 510k $41M 136% Dec 2020
Commonwealth Equity Services 498k $41M 111% Dec 2020
FMR 463k $38M 87% Dec 2020
Royal Bank of Canada 460k $37M 124% Dec 2020
Jpmorgan Chase & Co 409k $31M 109% Dec 2020
Pensionmark Financial Group 339k $32M 100% Dec 2020
Bailard 324k $26M 99% Dec 2020
Branch Banking & Trust Company 323k $26M 81% Dec 2020
Burns Wealth Management 319k $26M 88% Dec 2020
Palisades Hudson Asset Management 314k $26M 171% Dec 2020
SPC Financial 291k $24M 104% Dec 2020
Baird Financial 287k $23M 107% Dec 2020
Regions Bank 277k $23M 111% Dec 2020
Mariner Wealth Advisors 277k $23M 107% Dec 2020
Bank of New York Mellon 267k $22M 483% Dec 2020
Raymond James & Associates 265k $22M 108% Dec 2020
People's United Financial 262k $21M 91% Dec 2020
One Capital Management 254k $21M 99% Dec 2020
Connable Office 250k $20M 279% Dec 2020
GHP Investment Advisors 245k $20M 98% Dec 2020
Northwestern Mutual Wealth Management Company 236k $19M 98% Dec 2020
Phillips Financial Management 224k $18M 96% Dec 2020
HighTower Advisors 223k $18M 240% Dec 2020
Heartwood Wealth Advisors 217k $18M 12385% Dec 2020
DiMeo Schneider & Associates 203k $221k 31% Dec 2020
Raymond James Financial Services Advisors 199k $16M 131% Dec 2020
Advisor Group Holdings 186k $15M 97% Dec 2020
Bryn Mawr Trust 169k $14M 116% Dec 2020
Creative Planning 164k $13M 91% Dec 2020
One Wealth Advisors 155k $13M 95% Dec 2020
Wealth Architects 154k $13M 94% Dec 2020
Polianta 153k $12M 100% Dec 2020
Sax Wealth Advisors 150k $12M 100% Dec 2020
Goldman Sachs Group 141k $12M 209% Dec 2020
Northern Oak Capital Management 135k $11M 88% Dec 2020
Asset Dedication 134k $11M 98% Dec 2020
Ellis Investment Partners 129k $11M 84% Dec 2020
Bingham Osborn & Scarborough 124k $10M 115% Dec 2020
Susquehanna International 108k $8.8M 429% Dec 2020
Evanson Asset Management 104k $8.5M 100% Dec 2020
Asset Managment 104k $8.5M 98% Dec 2020
Keybank National Association 103k $8.4M 101% Dec 2020
MACRO Consulting Group 92k $7.5M 1% Dec 2020
Modera Wealth Management 92k $7.4M 5342% Dec 2020
Evensky & Katz 91k $9.2M 6% Mar 2021
Home Federal Bank Of Tennessee 89k $9.0M -6% Mar 2021
Soundmark Wealth Management 89k $7.2M 100% Dec 2020
Blue Edge Capital 89k $7.2M 160% Dec 2020
McKinley Carter Wealth Services 84k $6.8M 100% Dec 2020
Brookstone Capital Management 82k $6.7M 100% Dec 2020
Capital Advisors 81k $6.6M 88% Dec 2020
Umb Bank N A 80k $6.5M 50% Dec 2020
Salomon & Ludwin 80k $6.5M 95% Dec 2020
Bank Of Oklahoma National Association / 79k $6.4M 97% Dec 2020
Financial Advisors Network 76k $6.2M 106% Dec 2020
Sonata Capital 75k $6.1M 99% Dec 2020
Sterling Financial Planning 74k $6.0M 100% Dec 2020
Glenmede Trust Company 74k $6.0M 178% Dec 2020
Chicago Partners Investment 74k $6.6M 4% Dec 2020
Us Bancorp 70k $5.7M 100% Dec 2020
Lido Advisors 70k $5.6M 262% Dec 2020
Family Firm 69k $6.1M 106% Dec 2020
Ifrah Financial Services 69k $5.6M 270% Dec 2020
Stokes Family Office 67k $5.5M 112% Dec 2020
Pinnacle Financial Partners 65k $5.3M 84% Dec 2020
ARGI Investment Services 64k $5.2M 64% Dec 2020
Wealth Enhancement Advisory Services 64k $5.6M 126% Dec 2020
EWG Elevate 63k $6.4M 100% Mar 2021
Ironwood Wealth Management 63k $5.1M 161% Dec 2020
Fifth Third Bancorp 61k $5.0M 89% Dec 2020
MAI Wealth Advisors 61k $4.9M 109% Dec 2020
Mirsky Financial Management Corp. 60k $4.9M 80% Dec 2020
Sigma Planning 60k $4.9M 131% Dec 2020
Brian McDonald 60k $5.3M 98% Dec 2020
Mml Investors Services 59k $4.8M 66% Dec 2020
FormulaFolio Investments 59k $4.8M 1786% Dec 2020
Security National Trust 58k $4.7M 118% Dec 2020
Calton & Associates 58k $4.7M 100% Dec 2020
First Republic Investment Management 58k $4.7M 171% Dec 2020
First Merchants Bank, National Association 58k $4.7M 97% Dec 2020
First Hawaiian Bank 56k $5.6M -5% Mar 2021
Centerpoint Advisors 56k $4.5M 98% Dec 2020
SOA Wealth Advisors 55k $5.1M 100% Dec 2020
Wintrust Financial Corporation 55k $4.5M 101% Dec 2020
Lutz Financial Services 54k $4.4M 93% Dec 2020
UnionBanCal Corporation 53k $4.3M 99% Dec 2020
Rodgers & Associates 53k $4.3M 100% Dec 2020
SJA Financial Advisory 52k $4.2M 79% Dec 2020
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 52k $4.2M 100% Dec 2020
Market Street Wealth Management Advisors 52k $4.2M 90% Dec 2020
Cambridge Investment Research Advisors 52k $4.2M 89% Dec 2020
Merriman Wealth Management 51k $4.1M 100% Dec 2020
CIBC World Markets 51k $4.1M 114% Dec 2020
Natixis Asset Management Advisors 50k $4.0M 94% Dec 2020
Level Four Advisory Services 50k $4.0M 99% Dec 2020
Old Mission Capital 49k $4.0M 100% Dec 2020
Rockefeller Capital Management 48k $3.9M 120% Dec 2020
Franklin Resources 48k $3.9M 101% Dec 2020
Greenleaf Trust 46k $3.8M 96% Dec 2020
Pittenger & Anderson 46k $3.7M 100% Dec 2020
Financial Advisory Corp 44k $4.4M 20% Mar 2021
Sowell Financial Services 44k $3.6M 100% Dec 2020
Gail Mannix 44k $3.6M 96% Dec 2020
Liberty Capital Management 43k $3.5M 100% Dec 2020
Strategic Wealth Partners 42k $3.4M 108% Dec 2020
First Trust Advisors 42k $3.4M 1461% Dec 2020
Corepath Wealth Partners 40k $3.3M 100% Dec 2020
Parallel Advisors 40k $3.2M 100% Dec 2020
Accretive Wealth Partners 40k $3.2M 100% Dec 2020
Bridges Investment Management 39k $3.2M 91% Dec 2020
Norway Savings Bank 39k $3.1M 77% Dec 2020
First Citizens Financial Corp 39k $3.9M -4% Mar 2021
H D Vest Advisory Services 39k $3.1M -6% Dec 2020
Yale Capital Corp. 38k $3.1M 100% Dec 2020
DT Investment Partners 38k $3.1M 100% Dec 2020
Oarsman Capital 38k $3.1M 98% Dec 2020
Ballentine Partners 37k $3.0M 90% Dec 2020
Juncture Wealth Strategies 36k $3.0M 100% Dec 2020
Baldrige Asset Management 36k $3.0M 105% Dec 2020
Financial Planning & Information Services 36k $2.9M 100% Dec 2020
Kestra Advisory Services 35k $2.8M 161% Dec 2020
Larson Financial Group 34k $2.8M 0% Mar 2021
IndexIQ Advisors 34k $2.7M 54% Dec 2020
Tortoise Investment Management 32k $2.6M 85% Dec 2020
Hanson McClain Advisors 32k $2.6M 89% Dec 2020
Freedman Financial Associates 32k $2.6M 100% Dec 2020
Goelzer Investment Management 32k $2.6M 62% Dec 2020
Crescent Capital Consulting 32k $2.9M 100% Dec 2020
UMA Financial Services 31k $3.2M -7% Mar 2021
Janney Montgomery Scott 31k $2.5M 109% Dec 2020
PrairieView Partners 31k $2.5M 90% Dec 2020
Buckingham Asset Management 31k $2.5M 80% Dec 2020
J.W. Burns & Company 31k $2.5M 1208% Dec 2020
Savant Capital Management 30k $2.4M 92% Dec 2020
Tiemann Investment Advisors 29k $2.4M 117% Dec 2020
Citigroup 29k $2.3M 83% Dec 2020
Northern Trust 28k $2.3M 140% Dec 2020
Tower Research Capital 20k $1.5M -55% Dec 2020
Citadel Advisors 18k $1.5M -42% Dec 2020

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

Fund or Company Name Date Sold Shares Held Valued At
Steward Partners Investment Advisory Sep 2020 31k $3.8M