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
Morgan Stanley 3.2M $432M 100% Dec 2024
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Bank of America Corporation 1.9M $260M 3% Dec 2024
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FMR 1.6M $203M 20% Mar 2025
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Wells Fargo & Company 1.2M $152M -2% Mar 2025
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UBS Group 1.1M $138M -4% Mar 2025
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Pnc Financial Services 1.0M $139M 0% Dec 2024
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LPL Financial 889k $111M 6% Mar 2025
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Northwestern Mutual Wealth Management Company 706k $96M 18% Dec 2024
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Ameriprise Financial 510k $58M 0% Mar 2025
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Commonwealth Equity Services 489k $66M 21% Dec 2024
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M^T Bank Corporation 447k $56M -5% Mar 2025
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Jpmorgan Chase & Co 441k $55M 3% Mar 2025
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Royal Bank of Canada 363k $45M -9% Mar 2025
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Glenmede Trust Company 359k $45M -2% Mar 2025
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HighTower Advisors 353k $48M 7% Dec 2024
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Raymond James Financial 348k $43M -10% Mar 2025
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One Capital Management 327k $44M -5% Dec 2024
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Envestnet Asset Management 301k $37M -7% Mar 2025
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Brown Advisory Holdings Incorporated 296k $37M 17% Mar 2025
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HPM Partners 292k $36M 4% Mar 2025
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Beaumont Financial Advisors 242k $30M 1% Mar 2025
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SPC Financial 201k $25M 2% Mar 2025
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Captrust Financial Advisors 197k $25M 1% Mar 2025
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Oppenheimer Asset Management 197k $25M -2% Mar 2025
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Moneta Group Investment Advisors 196k $24M 1% Mar 2025
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Rockefeller Capital Management 194k $26M 1% Dec 2024
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H D Vest Advisory Services 169k $23M 4% Dec 2024
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Heartwood Wealth Advisors 166k $21M -4% Mar 2025
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Schneider Downs Wealth Management Advisors 163k $22M 27% Dec 2024
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GHP Investment Advisors 162k $20M -1% Mar 2025
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Jones Financial Companies, L.L 160k $20M 14% Mar 2025
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Mariner Wealth Advisors 159k $20M -6% Mar 2025
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Advisor Group Holdings 158k $20M 19% Mar 2025
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Stifel Financial 158k $21M -1% Dec 2024
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Falcon Wealth Planning 155k $19M -33% Mar 2025
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Colony 151k $19M 2% Mar 2025
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United Capital Financial Advisers 148k $18M -3% Mar 2025
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Branch Banking & Trust Company 126k $16M -19% Mar 2025
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Pinnacle Financial Partners 126k $16M 7% Mar 2025
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Cetera Investment Advisers 120k $16M 3% Dec 2024
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Sterling Financial Planning 118k $15M 5% Mar 2025
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Baltimore-Washington Financial Advisors 113k $15M 3% Dec 2024
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CI Private Wealth 111k $14M -5% Mar 2025
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Probity Advisors 103k $13M 3% Mar 2025
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RTD Financial Advisors 102k $13M -1% Mar 2025
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Creative Planning 101k $13M -2% Mar 2025
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Palisades Hudson Asset Management 99k $13M -2% Dec 2024
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Yale Capital Corp. 96k $12M 0% Mar 2025
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Keybank National Association 95k $12M 0% Mar 2025
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Frank. Day 95k $13M 100% Dec 2024
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MAI Wealth Advisors 93k $12M -1% Mar 2025
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Lido Advisors 93k $13M -32% Dec 2024
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IFP Advisors 88k $11M 0% Mar 2025
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Cassaday & Co Wealth Management 85k $11M 34% Mar 2025
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Kestra Private Wealth Services 84k $11M 10% Mar 2025
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Atria Wealth Solutions 83k $10M 0% Mar 2025
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Us Bancorp 82k $10M -4% Mar 2025
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Equitable Holdings 75k $10M 10% Dec 2024
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Goldman Sachs Group 74k $9.2M -1% Mar 2025
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Franklin Resources 73k $9.1M 1% Mar 2025
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Keebeck Wealth Management 73k $9.8M -31% Dec 2024
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Capital Advisors 70k $8.7M -4% Mar 2025
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Rodgers & Associates 69k $8.6M 3% Mar 2025
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Steward Partners Investment Advisory 68k $9.2M -1% Dec 2024
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Salomon & Ludwin 67k $8.4M -3% Mar 2025
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Cambridge Investment Research Advisors 66k $8.3M -2% Mar 2025
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Fifth Third Bancorp 65k $8.0M -5% Mar 2025
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Pittenger & Anderson 64k $7.9M 0% Mar 2025
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Inspire Trust 63k $7.8M 13% Mar 2025
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Lake Street Financial 63k $7.8M 2% Mar 2025
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Cordatus Wealth Management 62k $7.7M 100% Mar 2025
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Umb Bank N A 58k $7.2M -7% Mar 2025
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Newton One Investments 58k $7.2M 7% Mar 2025
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Mml Investors Services 58k $7.8M 4% Dec 2024
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SOA Wealth Advisors 57k $7.1M -1% Mar 2025
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Kestra Advisory Services 56k $7.6M 8% Dec 2024
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Financial Advisors Network 54k $7.3M 100% Dec 2024
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Regions Bank 54k $6.7M -4% Mar 2025
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Citigroup 53k $6.6M 14% Mar 2025
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Ifrah Financial Services 53k $6.5M -1% Mar 2025
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JFS Wealth Advisors 53k $6.5M -5% Mar 2025
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Bryn Mawr Trust 50k $6.3M -4% Mar 2025
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Wealth Enhancement Advisory Services 50k $6.2M -5% Mar 2025
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Azimuth Capital Investment Management 49k $6.1M 0% Mar 2025
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Clayton Financial Group 48k $6.0M 3% Mar 2025
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Cottage Street Advisors 48k $5.9M -2% Mar 2025
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Sigma Planning 46k $5.8M -14% Mar 2025
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Concurrent Investment Advisors 46k $5.7M 0% Mar 2025
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NBT Bank 46k $5.7M 5% Mar 2025
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Centerpoint Advisors 46k $6.2M -2% Dec 2024
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Bank Of Oklahoma National Association / 45k $5.6M 11% Mar 2025
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Baird Financial 45k $6.0M -8% Dec 2024
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Atomi Financial Group 45k $5.5M 16% Mar 2025
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Gemmer Asset Management 44k $5.5M 0% Mar 2025
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Bank of New York Mellon 43k $5.4M -1% Mar 2025
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Level Four Advisory Services 42k $5.7M -10% Dec 2024
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Chicago Partners Investment 42k $5.2M 1% Mar 2025
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May Barnhard Investments 40k $5.0M -6% Mar 2025
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MJT & Associates Financial Advisory Group 40k $4.9M 100% Mar 2025
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Mill Creek Capital Advisors 39k $4.8M 0% Mar 2025
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Brian McDonald 38k $4.7M -1% Mar 2025
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Asset Managment 38k $5.1M -3% Dec 2024
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Susquehanna International 38k $5.1M -23% Dec 2024
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Bank Of Montreal 37k $5.1M 0% Dec 2024
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Dumont & Blake Investment Advisors 36k $4.5M 0% Mar 2025
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Accretive Wealth Partners 36k $4.4M 12% Mar 2025
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Droms Strauss Advisors 36k $4.4M -39% Mar 2025
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Savant Capital Management 35k $4.4M -20% Mar 2025
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Northern Trust 35k $4.4M 6% Mar 2025
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Sunbelt Securities 35k $4.3M -3% Mar 2025
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Sanctuary Advisors 34k $4.8M -2% Dec 2024
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Code Waechter 34k $4.2M 5% Mar 2025
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Guidance Point Advisors 33k $4.5M 0% Dec 2024
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Citadel Advisors 33k $4.1M 344% Mar 2025
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First Citizens Financial Corp 33k $4.1M 0% Mar 2025
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LTG Capital 31k $3.9M -6% Mar 2025
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Watts Gwilliam & Co 31k $3.9M 10% Mar 2025
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Fortress Financial Group 31k $3.9M 100% Mar 2025
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Greenleaf Trust 31k $3.9M -14% Mar 2025
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Mercer Global Advisors 31k $3.8M -2% Mar 2025
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Sowell Financial Services 30k $3.7M 6% Mar 2025
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Peapack Gladstone Financial Corp 30k $3.7M 0% Mar 2025
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Private Advisor 30k $3.7M -5% Mar 2025
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Northern Oak Capital Management 29k $3.7M -3% Mar 2025
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Courier Capital Corp 28k $3.5M 4% Mar 2025
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Janney Montgomery Scott 28k $3.5M -1% Mar 2025
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Neumann Capital Management 28k $3.4M 0% Mar 2025
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FTB Advisors 27k $3.4M -4% Mar 2025
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Family Firm 27k $3.4M 8% Mar 2025
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Gail Mannix 27k $3.3M 1% Mar 2025
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Soltis Investment Advisors 26k $3.5M 5% Dec 2024
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Crestwood Advisors 26k $3.2M 42% Mar 2025
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Harbor Advisory Corp 26k $3.2M 0% Mar 2025
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Cresset Asset Management 26k $3.5M -24% Dec 2024
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Tobias Financial Advisors 25k $3.4M 0% Dec 2024
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Pacific Sun Financial Corp 25k $3.1M -2% Mar 2025
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Financial Engines Advisors L.L.C 24k $3.0M -4% Mar 2025
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Victory Financial Group 24k $2.9M 8% Mar 2025
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Financial Advocates Investment Management 24k $2.9M -9% Mar 2025
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Principle Wealth Partners 23k $3.2M 4% Dec 2024
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BFSG 23k $2.9M 1% Mar 2025
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Blue Edge Capital 23k $2.9M -3% Mar 2025
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Quotient Wealth Partners 23k $2.9M 21% Mar 2025
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BKM Wealth Management 23k $2.8M -1% Mar 2025
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PFG Financial Advisors 23k $2.8M 14% Mar 2025
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Novak & Powell Financial Services 23k $2.5M -5% Mar 2025
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Associated Banc- 22k $3.0M 1% Dec 2024
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Trail Ridge Investment Advisors 21k $2.7M 1% Mar 2025
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Natixis Asset Management Advisors 21k $2.6M 39% Mar 2025
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Td Private Client Wealth 21k $2.6M -24% Mar 2025
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Cypress Capital Management 21k $2.6M -3% Mar 2025
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SJA Financial Advisory 21k $2.8M -2% Dec 2024
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Smith Anglin Financial 20k $2.5M -7% Mar 2025
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Resources Investment Advisors 20k $2.5M -7% Mar 2025
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NorthRock Partners 19k $2.4M -9% Mar 2025
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Pensionmark Financial Group 17k $2.1M -89% Mar 2025
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First Merchants Bank, National Association 17k $2.1M -45% Mar 2025
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J.w. Cole Advisors 16k $2.0M -66% Mar 2025
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Alaska Permanent Fund Corp 12k $1.7M -70% Dec 2024
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Matauro 12k $1.5M -88% Mar 2025
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U.S. Capital Wealth Advisors 11k $1.4M -54% Mar 2025
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Apollon Wealth Management 6.4k $799k -76% Mar 2025
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Financial Advisory Corp 4.3k $533k -92% Mar 2025
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Stratos Wealth Advisors 3.4k $429k -95% Mar 2025
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Wintrust Financial Corporation 3.0k $372k -93% Mar 2025
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Essential Planning 2.7k $341k -99% Mar 2025
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Who sold out of iShares S&P SmallCap 600 Growth?

Fund or Company Name Date Sold Shares Held Valued At
Royal Fund Management Sep 2024 179k $25M
Bedell Investment Counselling Dec 2024 58k $7.9M
Jmac Enterprises Dec 2024 50k $6.7M
Spreng Capital Management Dec 2024 34k $4.6M
M1 Capital Management Dec 2024 31k $4.2M
Prudential Financial Sep 2024 21k $3.0M