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 100% Mar 2024
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Bank of America Corporation 3.9M $404M 3% Mar 2024
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FMR 3.0M $312M 100% 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 948k $97M -3% Mar 2024
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Modera Wealth Management 800k $82M -2% Mar 2024
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Envestnet Asset Management 717k $74M 100% Mar 2024
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Pnc Financial Services 702k $72M -3% Mar 2024
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LPL Financial 691k $71M 100% Mar 2024
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Commonwealth Equity Services 578k $59M -18% Mar 2024
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Bessemer 522k $54M 0% Mar 2024
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Royal Bank of Canada 461k $47M 0% Mar 2024
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Northwestern Mutual Wealth Management Company 442k $46M 100% 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 100% Mar 2024
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Jpmorgan Chase & Co 366k $38M -4% Mar 2024
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Burns Wealth Management 348k $36M 100% 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 323k $33M 1% Mar 2024
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G. W. Henssler & Associates 307k $32M 9% Mar 2024
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Goldman Sachs Group 298k $31M -54% Mar 2024
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Bailard 298k $29M -3% Jun 2024
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Palisades Hudson Asset Management 291k $30M -1% Mar 2024
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Raymond James & Associates 268k $26M 2% Jun 2024
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Branch Banking & Trust Company 263k $27M -29% 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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Jones Financial Companies, L.L 240k $25M -2% 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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Heartwood Wealth Advisors 207k $20M 1% Jun 2024
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Phillips Financial Management 204k $21M -1% Mar 2024
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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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Family Firm 174k $7.3M 141% Jun 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 158k $16M 3% Mar 2024
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Raymond James Financial Services Advisors 143k $14M -4% Jun 2024
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Susquehanna International 141k $15M 100% Mar 2024
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Creative Planning 139k $14M -6% Mar 2024
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Brian McDonald 135k $14M 100% Mar 2024
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Keybank National Association 128k $13M 100% 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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One Day In July 112k $12M -1% Mar 2024
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CIBC World Markets 108k $11M 100% Mar 2024
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Covenant Partners 107k $11M -1% Mar 2024
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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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Asset Dedication 96k $9.9M -2% Mar 2024
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JFS Wealth Advisors 96k $9.3M -3% Jun 2024
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Prudential Financial 92k $9.4M -25% Mar 2024
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Cetera Investment Advisers 92k $9.4M 100% Mar 2024
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Glenmede Trust Company 91k $9.4M 100% Mar 2024
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Asset Managment 90k $9.3M -2% Mar 2024
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RTD Financial Advisors 87k $8.5M 4% Jun 2024
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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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Home Federal Bank Of Tennessee 84k $8.2M 0% Jun 2024
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Sax Wealth Advisors 82k $7.9M -2% Jun 2024
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Bryn Mawr Trust 79k $8.1M 100% Mar 2024
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Evanson Asset Management 78k $7.6M -3% Jun 2024
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Steward Partners Investment Advisory 77k $7.9M -2% Mar 2024
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Capital Advisors 77k $7.5M -1% Jun 2024
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Fifth Third Bancorp 77k $7.4M 1% Jun 2024
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Lansing Street Advisors 76k $7.9M 100% Mar 2024
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Sepio Capital 76k $7.8M 0% 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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CI Private Wealth 72k $7.4M -92% Mar 2024
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J.W. Burns & Company 68k $6.6M -4% Jun 2024
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Ifrah Financial Services 67k $6.9M -1% Mar 2024
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NorthCrest Asset Manangement 66k $6.4M 3% Jun 2024
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Mml Investors Services 66k $6.7M -56% Mar 2024
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Atria Wealth Solutions 65k $6.4M 4% Jun 2024
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PFG Financial Advisors 62k $6.0M 2% Jun 2024
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Ironwood Wealth Management 61k $5.9M -2% Jun 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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NISA Investment Advisors 59k $5.7M 100% Jun 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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Salomon & Ludwin 56k $5.5M -28% Jun 2024
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Sigma Planning 56k $5.8M 163% 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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Stokes Family Office 56k $5.4M -1% Jun 2024
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Relative Value Partners 55k $5.3M -51% Jun 2024
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Lake Street Financial 55k $5.3M 4% Jun 2024
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Occidental Asset Management 54k $5.2M 11% Jun 2024
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Rodgers & Associates 53k $5.1M -1% Jun 2024
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Strategic Wealth Partners 53k $5.4M 100% Mar 2024
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Wealth Enhancement Advisory Services 53k $5.1M -1% Jun 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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Blue Edge Capital 50k $5.1M 0% Mar 2024
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Larson Financial Group 48k $4.9M 98% Mar 2024
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Quent Capital 46k $4.5M 0% Jun 2024
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Pittenger & Anderson 46k $4.7M 0% 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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Greenleaf Trust 45k $4.4M -1% Jun 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 100% Mar 2024
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Crescent Grove Advisors 44k $4.3M -5% Jun 2024
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DT Investment Partners 44k $4.3M 0% Jun 2024
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Kestra Advisory Services 44k $4.5M -51% Mar 2024
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Northern Trust 43k $4.5M 100% 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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Courier Capital Corp 42k $4.1M 22% Jun 2024
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Thrivent Financial for Lutherans 42k $4.3M 100% Mar 2024
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Sequent Planning 42k $4.3M 100% Mar 2024
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First Citizens Financial Corp 40k $3.9M -1% Jun 2024
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BKM Wealth Management 40k $3.9M 6% Jun 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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First Merchants Bank, National Association 39k $3.8M -3% Jun 2024
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LTG Capital 38k $4.1M 0% Mar 2024
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Financial Advisory Corp 38k $3.7M 49% Jun 2024
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EP Wealth Advisors 38k $3.9M 1% Mar 2024
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Pathstone Holdings 38k $3.9M 15% Mar 2024
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Yale Capital Corp. 37k $3.8M 100% 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 Heartland Consultants 34k $3.3M -63% Jun 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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Operose Advisors 23k $2.4M -47% 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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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
Forbes Financial Planning Mar 2024 79k $8.1M
Soundmark Wealth Management Mar 2024 55k $5.6M
Southern Capital Advisors Mar 2024 50k $5.1M
Janney Montgomery Scott Mar 2024 46k $4.8M