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 4.0M $408M 7% Mar 2024
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Bank of America Corporation 3.9M $404M 3% Mar 2024
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FMR 3.0M $312M 163% Mar 2024
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M^T Bank Corporation 1.5M $159M 51% Mar 2024
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Regions Bank 1.4M $148M 2% Mar 2024
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Wells Fargo & Company 1.4M $142M -5% Mar 2024
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UBS Group 1.2M $122M 8% Mar 2024
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Prime Capital Investment Advisors 975k $101M 1% Dec 2023
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Modera Wealth Management 800k $82M -2% Mar 2024
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Envestnet Asset Management 717k $74M -40% Mar 2024
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Pnc Financial Services 702k $72M -3% Mar 2024
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LPL Financial 691k $71M -1% Mar 2024
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Commonwealth Equity Services 578k $59M -18% Mar 2024
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Bessemer 522k $54M 0% Dec 2023
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Royal Bank of Canada 461k $47M 0% Mar 2024
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Northwestern Mutual Wealth Management Company 442k $46M -36% Mar 2024
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Stifel Financial 398k $41M 2% Mar 2024
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One Capital Management 397k $41M 4% Mar 2024
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Ameriprise Financial 393k $41M -40% Mar 2024
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Jpmorgan Chase & Co 366k $38M -4% Mar 2024
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Burns Wealth Management 348k $36M 12% Mar 2024
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Bank Of Montreal 346k $36M -17% Mar 2024
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HighTower Advisors 335k $34M -28% Mar 2024
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Baird Financial 320k $33M 1% Dec 2023
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G. W. Henssler & Associates 307k $32M 9% Mar 2024
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Bailard 306k $32M 1% Mar 2024
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Goldman Sachs Group 298k $31M -54% Mar 2024
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Palisades Hudson Asset Management 291k $30M -1% Mar 2024
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Branch Banking & Trust Company 263k $27M -29% Mar 2024
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Raymond James & Associates 263k $27M -5% Mar 2024
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Probity Advisors 261k $27M -1% Mar 2024
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Savant Capital Management 254k $26M -5% Mar 2024
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Mariner Wealth Advisors 241k $25M -5% Mar 2024
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SPC Financial 239k $25M 2% Mar 2024
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Cambridge Investment Research Advisors 233k $24M 2% Mar 2024
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GHP Investment Advisors 214k $22M -1% Mar 2024
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United Capital Financial Advisers 213k $22M -7% Mar 2024
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Advisor Group Holdings 210k $22M -85% Mar 2024
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Phillips Financial Management 204k $21M -1% Mar 2024
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Heartwood Wealth Advisors 204k $21M 2% Dec 2023
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Warren Averett Asset Management 203k $21M -9% Mar 2024
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HPM Partners 201k $21M -1% Mar 2024
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Lido Advisors 179k $18M 228% Mar 2024
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MAI Wealth Advisors 167k $17M 4% Mar 2024
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Ellis Investment Partners 159k $16M -1% Mar 2024
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Rockefeller Capital Management 154k $16M 1% Dec 2023
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Raymond James Financial Services Advisors 149k $15M -29% Mar 2024
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Susquehanna International 141k $15M 237% Mar 2024
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Creative Planning 139k $14M -6% Mar 2024
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Brian McDonald 135k $14M -11% Mar 2024
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Keybank National Association 128k $13M 22% Mar 2024
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Etfidea 120k $12M 2% Mar 2024
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Mercer Global Advisors 116k $12M -5% Mar 2024
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Captrust Financial Advisors 115k $12M -7% Mar 2024
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Relative Value Partners 113k $11M -1% Mar 2024
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One Day In July 112k $12M -1% Mar 2024
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CIBC World Markets 108k $11M 9% Mar 2024
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Covenant Partners 107k $11M -1% Mar 2024
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Moneta Group Investment Advisors 106k $11M -5% Dec 2023
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Financial Advisors Network 106k $11M 1% Dec 2023
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Wealth Architects 104k $11M 0% Mar 2024
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Us Bancorp 99k $10M -8% Mar 2024
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JFS Wealth Advisors 99k $10M 10% Mar 2024
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Asset Dedication 96k $9.9M -2% Mar 2024
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First Heartland Consultants 93k $9.6M 178% Mar 2024
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Cetera Investment Advisers 92k $9.4M 108% Mar 2024
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Glenmede Trust Company 91k $9.4M -7% Mar 2024
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Kestra Advisory Services 88k $9.1M 8% Dec 2023
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Buckingham Asset Management 87k $8.9M 1% Mar 2024
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Bank Of Oklahoma National Association / 86k $8.7M -2% Mar 2024
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Sterling Financial Planning 84k $8.7M -2% Mar 2024
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RTD Financial Advisors 84k $8.6M 2% Mar 2024
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Home Federal Bank Of Tennessee 84k $8.6M 1% Mar 2024
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Sax Wealth Advisors 83k $8.6M -7% Mar 2024
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Evanson Asset Management 80k $8.2M -8% Mar 2024
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Forbes Financial Planning 79k $8.1M -1% Mar 2024
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Salomon & Ludwin 78k $8.0M 0% Mar 2024
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Capital Advisors 77k $8.0M -5% Mar 2024
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Steward Partners Investment Advisory 77k $7.9M -2% Mar 2024
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Lansing Street Advisors 76k $7.9M 100% Mar 2024
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Sepio Capital 76k $7.8M -14% Dec 2023
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Fifth Third Bancorp 76k $7.8M -7% Mar 2024
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Pinnacle Financial Partners 75k $7.7M 2% Mar 2024
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H D Vest Advisory Services 75k $7.7M 1% Mar 2024
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Chicago Partners Investment 75k $7.4M 1% Mar 2024
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Access Investment Management 73k $7.5M -6% Mar 2024
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Family Firm 72k $7.4M 2% Mar 2024
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CI Private Wealth 72k $7.4M -92% Mar 2024
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J.W. Burns & Company 71k $7.3M -1% Mar 2024
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Ifrah Financial Services 67k $6.9M -1% Mar 2024
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NorthCrest Asset Manangement 64k $6.6M 3% Mar 2024
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Atria Wealth Solutions 63k $6.5M -46% Mar 2024
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Ironwood Wealth Management 62k $6.4M -1% Mar 2024
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PFG Financial Advisors 61k $6.2M 5% Mar 2024
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Kestra Private Wealth Services 60k $6.1M 4% Mar 2024
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Colony 59k $6.1M 490% Mar 2024
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Jane Street 58k $6.0M 100% Mar 2024
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Northeast Financial Consultants 57k $5.9M -19% Mar 2024
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Cassaday & Co Wealth Management 57k $5.8M -1% Mar 2024
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Sigma Planning 56k $5.8M 163% Mar 2024
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Stokes Family Office 56k $5.8M 0% Mar 2024
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Wintrust Financial Corporation 56k $5.8M 2% Mar 2024
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Atomi Financial Group 56k $5.7M 171% Mar 2024
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Soundmark Wealth Management 55k $5.6M -2% Mar 2024
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Rodgers & Associates 54k $5.5M 0% Mar 2024
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Wealth Enhancement Advisory Services 53k $5.4M -4% Mar 2024
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Lake Street Financial 53k $5.4M 100% Mar 2024
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Strategic Wealth Partners 53k $5.4M -2% Mar 2024
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Foundry Financial Group 52k $5.4M 12% Mar 2024
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Franklin Resources 52k $5.4M 0% Mar 2024
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Accretive Wealth Partners 51k $5.0M 0% Mar 2024
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Evensky & Katz 51k $5.2M -1% Mar 2024
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Northern Oak Capital Management 50k $5.2M -11% Mar 2024
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Southern Capital Advisors 50k $5.1M 1% Mar 2024
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Blue Edge Capital 50k $5.1M 0% Mar 2024
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Occidental Asset Management 49k $5.0M 3% Mar 2024
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Larson Financial Group 48k $4.9M 98% Mar 2024
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GW & Wade 48k $4.9M -1% Dec 2023
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Crescent Grove Advisors 47k $4.8M -1% Mar 2024
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Janney Montgomery Scott 46k $4.8M -9% Mar 2024
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Quent Capital 46k $4.7M 3% Mar 2024
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Pittenger & Anderson 46k $4.7M 0% Mar 2024
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Greenleaf Trust 46k $4.7M -2% Mar 2024
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Streettalk Advisors 46k $4.7M -8% Mar 2024
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Concurrent Investment Advisors 45k $4.7M 197% Mar 2024
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Lutz Financial Services 45k $4.6M -1% Mar 2024
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Level Four Advisory Services 45k $4.6M 0% Mar 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 45k $4.6M -2% Mar 2024
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Integrated Wealth Concepts 44k $4.6M 2% Mar 2024
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DT Investment Partners 44k $4.5M 0% Mar 2024
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Northern Trust 43k $4.5M 1% Mar 2024
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Sowell Financial Services 43k $4.4M -9% Mar 2024
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Sonata Capital 43k $4.4M 7% Mar 2024
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Parallel Advisors 43k $4.4M 7% Mar 2024
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Umb Bank N A 43k $4.4M -2% Mar 2024
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Centerpoint Advisors 42k $4.3M -3% Mar 2024
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Thrivent Financial for Lutherans 42k $4.3M 38% Mar 2024
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Sequent Planning 42k $4.3M 100% Mar 2024
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First Citizens Financial Corp 41k $4.2M 0% Mar 2024
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First Merchants Bank, National Association 40k $4.1M -20% Mar 2024
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Two Sigma Investments 40k $4.1M -9% Mar 2024
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First County Bank 40k $4.1M 60% Mar 2024
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Eley Financial Management 39k $4.0M 100% Mar 2024
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Clayton Financial Group 39k $4.0M -1% Mar 2024
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Graves-Light Private Wealth Management 39k $4.0M 12% Mar 2024
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LTG Capital 38k $4.1M 0% Mar 2024
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Pathstone Holdings 38k $3.9M 15% Mar 2024
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BKM Wealth Management 38k $3.9M 4% Mar 2024
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EP Wealth Advisors 38k $3.9M -2% Dec 2023
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Yale Capital Corp. 37k $3.8M 0% Mar 2024
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Mutual Advisors 37k $3.8M -2% Mar 2024
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Patriot Financial Group Insurance Agency 35k $3.6M -17% Mar 2024
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First Hawaiian Bank 33k $3.4M -16% Mar 2024
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Advisory Services Network 31k $3.2M -29% Mar 2024
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Pensionmark Financial Group 31k $3.1M -76% Mar 2024
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Liberty Capital Management 31k $3.1M -26% Mar 2024
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Wealth Quarterback 30k $3.0M -24% Mar 2024
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Punch & Associates Investment Management 25k $2.6M -49% Dec 2023
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Operose Advisors 23k $2.4M -47% Mar 2024
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Corepath Wealth Partners 21k $2.0M -54% Mar 2024
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Parkside Financial Bank & Trust 17k $1.8M -58% Mar 2024
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Journey Advisory Group 13k $1.4M -78% Mar 2024
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National Asset Management 13k $1.2M -84% Mar 2024
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Envestnet Portfolio Solutions 12k $1.2M -90% Mar 2024
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Regal Investment Advisors 11k $1.1M -84% Mar 2024
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Granite Bay Wealth Management 11k $1.1M -89% Mar 2024
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Principal Securities 5.2k $530k -97% Mar 2024
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SigFig Wealth Management 3.4k $345k -95% Mar 2024
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Orion Portfolio Solutions 2.8k $286k -100% Mar 2024
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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
Oppenheimer Asset Management Sep 2023 87k $7.8M
Strategic Point Investment Advisors Sep 2023 54k $4.8M
Financial Network Investment Corporation Sep 2023 43k $3.8M
Centennial Wealth Advisory Dec 2023 38k $3.9M