Who owns iShares S&P SmallCap 600 Growth?

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

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Top investors of iShares S&P SmallCap 600 Growth stock

Who bought or sold iShares S&P SmallCap 600 Growth this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 1.7M $212M 1% Dec 2023
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Pnc Financial Services 1.4M $174M -13% Dec 2023
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Wells Fargo & Company 1.2M $151M 0% Dec 2023
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UBS Group 972k $122M 8% Dec 2023
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M^T Bank Corporation 547k $69M -6% Dec 2023
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Jpmorgan Chase & Co 478k $60M 73% Dec 2023
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Goldman Sachs Group 458k $57M 465% Dec 2023
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Commonwealth Equity Services 367k $46M 2% Dec 2023
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Royal Bank of Canada 349k $44M 10% Dec 2023
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One Capital Management 316k $40M 2% Dec 2023
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HPM Partners 240k $30M 5% Dec 2023
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HighTower Advisors 227k $29M 6% Dec 2023
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SPC Financial 198k $25M -2% Dec 2023
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Stifel Financial 195k $24M 0% Dec 2023
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Raymond James Financial Services Advisors 195k $25M -20% Mar 2024
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Rockefeller Capital Management 192k $24M 3% Dec 2023
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Falcon Wealth Planning 190k $25M 4% Mar 2024
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Beaumont Financial Advisors 189k $24M 1% Dec 2023
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Captrust Financial Advisors 184k $23M 12% Dec 2023
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Mariner Wealth Advisors 183k $23M 15% Dec 2023
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United Capital Financial Advisers 176k $22M -43% Dec 2023
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GHP Investment Advisors 168k $22M 0% Mar 2024
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Branch Banking & Trust Company 155k $19M -1% Dec 2023
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Raymond James & Associates 146k $19M -2% Mar 2024
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Moneta Group Investment Advisors 134k $17M 3% Dec 2023
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Bank of New York Mellon 129k $17M 161% Mar 2024
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CI Private Wealth 115k $14M -76% Dec 2023
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Advisor Group Holdings 112k $14M -33% Dec 2023
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Baltimore-Washington Financial Advisors 112k $14M -2% Dec 2023
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Salomon & Ludwin 110k $12M 0% Dec 2023
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Sterling Financial Planning 108k $14M 3% Dec 2023
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Schneider Downs Wealth Management Advisors 108k $14M 7% Dec 2023
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Pinnacle Financial Partners 106k $13M 1% Dec 2023
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Us Bancorp 105k $13M -3% Dec 2023
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Palisades Hudson Asset Management 104k $13M 5% Dec 2023
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Probity Advisors 104k $13M -4% Dec 2023
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H D Vest Advisory Services 104k $13M 4% Dec 2023
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RTD Financial Advisors 101k $13M 2% Mar 2024
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Savant Capital Management 88k $11M -7% Dec 2023
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Frank. Day 82k $10M 2% Dec 2023
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Capital Advisors 80k $10M 2% Mar 2024
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Colony 79k $9.9M 100% Dec 2023
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Creative Planning 77k $9.6M -3% Dec 2023
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MAI Wealth Advisors 74k $9.3M 2% Dec 2023
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Umb Bank N A 74k $9.6M -2% Mar 2024
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Rodgers & Associates 73k $9.1M 4% Dec 2023
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Cambridge Investment Research Advisors 71k $9.3M 2% Mar 2024
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Fifth Third Bancorp 70k $9.2M 1% Mar 2024
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GW & Wade 67k $8.3M 7% Dec 2023
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Prospera Financial Services 64k $8.0M 1% Dec 2023
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Franklin Resources 64k $8.0M -1% Dec 2023
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SOA Wealth Advisors 63k $8.2M -4% Mar 2024
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Steward Partners Investment Advisory 63k $7.8M 6% Dec 2023
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Cassaday & Co Wealth Management 62k $7.8M 125% Dec 2023
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Etfidea 59k $7.4M 2% Dec 2023
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Regions Bank 59k $7.7M -3% Mar 2024
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Chicago Partners Investment 57k $7.2M 0% Mar 2024
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Stratos Wealth Advisors 55k $7.1M 7% Mar 2024
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Pittenger & Anderson 55k $6.8M 0% Dec 2023
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Polianta 54k $7.1M 100% Mar 2024
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Ifrah Financial Services 54k $6.8M 2% Dec 2023
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Newton One Investments 54k $7.0M 3% Mar 2024
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Wealth Enhancement Advisory Services 54k $7.0M -1% Mar 2024
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Cottage Street Advisors 52k $6.8M 0% Mar 2024
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Centerpoint Advisors 51k $6.4M -3% Dec 2023
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Baird Financial 50k $6.2M 3% Dec 2023
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Jmac Enterprises 47k $5.9M 0% Dec 2023
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Kestra Private Wealth Services 47k $5.9M 15% Dec 2023
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Wintrust Financial Corporation 45k $5.6M -2% Dec 2023
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Northern Oak Capital Management 45k $5.6M -2% Dec 2023
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Level Four Advisory Services 42k $5.2M 0% Dec 2023
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Alaska Permanent Fund Corp 42k $5.4M -86% Mar 2024
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Bank Of Oklahoma National Association / 41k $5.2M 6% Dec 2023
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Clayton Financial Group 41k $5.1M 100% Dec 2023
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Lido Advisors 41k $5.1M -3% Dec 2023
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Bank Of Montreal 40k $5.1M -3% Dec 2023
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Citigroup 39k $4.9M 124% Dec 2023
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Kestra Advisory Services 39k $4.9M 21% Dec 2023
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Quotient Wealth Partners 38k $4.8M 100% Dec 2023
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Greenleaf Trust 38k $4.7M 12% Dec 2023
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Atria Wealth Solutions 37k $4.6M 10% Dec 2023
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JFS Wealth Advisors 37k $4.6M 20% Dec 2023
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Dumont & Blake Investment Advisors 36k $4.8M 0% Mar 2024
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Private Advisor 34k $4.3M 8% Dec 2023
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Sunbelt Securities 34k $4.5M 3% Mar 2024
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Accretive Wealth Partners 34k $4.2M -1% Dec 2023
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First Citizens Financial Corp 33k $4.2M -3% Dec 2023
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Guidance Point Advisors 33k $4.1M -5% Dec 2023
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Mercer Global Advisors 33k $4.1M -9% Dec 2023
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LTG Capital 33k $4.1M -1% Dec 2023
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FTB Advisors 32k $4.2M 2% Mar 2024
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NBT Bank 32k $4.1M 20% Mar 2024
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First Merchants Bank, National Association 31k $4.0M -21% Mar 2024
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Janney Montgomery Scott 29k $3.6M -46% Dec 2023
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Financial Advocates Investment Management 28k $3.5M 40% Dec 2023
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Harbor Advisory Corp 27k $3.4M -9% Dec 2023
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Neumann Capital Management 27k $3.4M 0% Dec 2023
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Lake Street Financial 26k $3.5M 100% Mar 2024
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First Hawaiian Bank 26k $3.4M -17% Mar 2024
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Pacific Sun Financial Corp 26k $3.3M -2% Dec 2023
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Gail Mannix 26k $3.4M -13% Mar 2024
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Hilltop Holdings 26k $3.2M 63% Dec 2023
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Edmonds Duncan Registered Investment Advisors 26k $3.4M 3% Mar 2024
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Inspire Trust 25k $3.1M 100% Dec 2023
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Blue Edge Capital 24k $3.0M 0% Dec 2023
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Parkside Financial Bank & Trust 23k $2.9M 17259% Dec 2023
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BKM Wealth Management 23k $3.0M 0% Mar 2024
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Family Firm 23k $2.9M 12% Dec 2023
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Telos Capital Management 23k $3.0M 2% Mar 2024
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Soltis Investment Advisors 23k $2.8M 1% Dec 2023
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Envestnet Portfolio Solutions 23k $2.8M 100% Dec 2023
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U.S. Capital Wealth Advisors 22k $2.8M -1% Dec 2023
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Smith Anglin Financial 22k $2.9M -7% Mar 2024
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Prime Capital Investment Advisors 22k $2.7M 686% Dec 2023
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Northeast Financial Consultants 22k $2.7M -4% Dec 2023
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SJA Financial Advisory 22k $2.7M 9% Dec 2023
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PSI Advisors 21k $2.7M -7% Mar 2024
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Sigma Planning 21k $2.6M -61% Dec 2023
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Pensionmark Financial Group 21k $2.6M -2% Dec 2023
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Oarsman Capital 20k $2.5M -2% Dec 2023
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Associated Banc- 20k $2.4M 7% Dec 2023
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Trail Ridge Investment Advisors 19k $2.4M 0% Dec 2023
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Nations Financial Group 19k $2.5M 8% Mar 2024
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Becker Capital Management 19k $2.4M -1% Dec 2023
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Courier Capital Corp 19k $2.5M 11% Mar 2024
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J.w. Cole Advisors 18k $2.3M 18% Dec 2023
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Connecticut Wealth Management 18k $2.2M -43% Dec 2023
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Arkadios Wealth Advisors 18k $2.2M -16% Dec 2023
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Asset Dedication 17k $2.2M 1% Mar 2024
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Pathway Financial Advisors 17k $2.2M 0% Mar 2024
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Pacific Financial Group 17k $2.1M 2% Dec 2023
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TNB Financial 17k $2.2M 1% Mar 2024
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Alliancebernstein 17k $2.1M 27% Dec 2023
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Orion Portfolio Solutions 17k $2.0M 100% Dec 2023
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Ullmann Financial 17k $2.1M 0% Dec 2023
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Huntington National Bank 16k $2.0M -3% Dec 2023
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Crestwood Advisors 16k $2.0M -4% Dec 2023
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HB Wealth Management 16k $2.0M 0% Dec 2023
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Norwood Financial Corp 16k $2.1M 0% Mar 2024
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DT Investment Partners 15k $1.8M 0% Dec 2023
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Global Retirement Partners 15k $1.9M -1% Mar 2024
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NorthRock Partners 14k $1.8M -2% Dec 2023
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Lgl Partners 14k $1.8M 0% Dec 2023
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Concurrent Investment Advisors 14k $1.8M 100% Dec 2023
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Tiemann Investment Advisors 14k $1.7M 0% Dec 2023
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Financial Advisors Network 14k $1.7M 15% Dec 2023
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White Lighthouse Investment Management 14k $1.7M 0% Dec 2023
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Charles Schwab Investment Management 14k $1.7M -5% Dec 2023
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Ballentine Partners 14k $1.8M -5% Mar 2024
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Ironwood Wealth Management 13k $1.7M -2% Mar 2024
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McKinley Carter Wealth Services 13k $1.7M -6% Mar 2024
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PCA Investment Advisory Services 3.5k $440k -78% Dec 2023
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Larson Financial Group 2.4k $294k -90% Dec 2023
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Who sold out of iShares S&P SmallCap 600 Growth?

Fund or Company Name Date Sold Shares Held Valued At
Royce & Associates Sep 2023 18k $1.9M