Who owns iShares Morningstar Small Growth?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares Morningstar Small Growth with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of iShares Morningstar Small Growth stock

Who bought or sold iShares Morningstar Small Growth this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 1.3M $59M 420% Dec 2023
 View chart
Morgan Stanley 405k $16M 18% Sep 2023
 View chart
Northwestern Mutual Wealth Management Company 399k $16M 1% Sep 2023
 View chart
Gallagher Fiduciary Advisors 338k $15M 8% Dec 2023
 View chart
H D Vest Advisory Services 329k $15M 8% Dec 2023
 View chart
Atria Investments 327k $14M 100% Dec 2023
 View chart
Colony 276k $12M 100% Dec 2023
 View chart
Wells Fargo & Company 224k $9.9M 21% Dec 2023
 View chart
LPL Financial 209k $8.1M 6% Sep 2023
 View chart
Steele Capital Management 150k $6.6M 100% Dec 2023
 View chart
Matrix Trust 150k $6.6M 0% Dec 2023
 View chart
CWM 142k $6.3M 3% Dec 2023
 View chart
Ameriprise Financial 142k $5.5M -4% Sep 2023
 View chart
Opes Wealth Management 108k $4.7M 1% Dec 2023
 View chart
Creative Financial Designs 91k $4.0M 9% Dec 2023
 View chart
Royal Bank of Canada 91k $4.0M 108% Dec 2023
 View chart
Raymond James Financial Services Advisors 85k $3.7M 7% Dec 2023
 View chart
Black Diamond Financial 85k $3.7M 3% Dec 2023
 View chart
Commonwealth Equity Services 82k $3.6M 16% Dec 2023
 View chart
Mml Investors Services 78k $3.0M 13% Sep 2023
 View chart
Advisor Group Holdings 72k $3.1M -28% Dec 2023
 View chart
UBS Group 67k $3.0M -1% Dec 2023
 View chart
NorthStar Asset Management 66k $2.9M 100% Dec 2023
 View chart
Atria Wealth Solutions 63k $2.8M 0% Dec 2023
 View chart
IAG Wealth Partners 63k $2.8M 100% Dec 2023
 View chart
Certified Advisory Corp 62k $2.7M -17% Dec 2023
 View chart
Members Advisory Group 59k $2.6M 100% Dec 2023
 View chart
Mariner Wealth Advisors 52k $2.3M 31% Dec 2023
 View chart
Shelton Wealth Management 51k $2.0M 0% Sep 2023
 View chart
Frank. Day 50k $2.2M 0% Dec 2023
 View chart
Level Four Advisory Services 47k $2.1M 0% Dec 2023
 View chart
HighTower Advisors 42k $1.8M 3% Dec 2023
 View chart
Raymond James & Associates 40k $1.8M 0% Dec 2023
 View chart
Goldman Sachs Group 35k $1.6M 0% Dec 2023
 View chart
Tempus Wealth Planning 33k $1.4M 100% Dec 2023
 View chart
Rodgers & Associates 33k $1.4M 2% Dec 2023
 View chart
Ieq Capital 32k $1.4M 0% Dec 2023
 View chart
Asset Allocation Strategies 32k $1.2M 8% Sep 2023
 View chart
Clarus Wealth Advisors 31k $1.3M 100% Dec 2023
 View chart
CI Private Wealth 29k $1.3M 73% Dec 2023
 View chart
Global Retirement Partners 29k $1.2M -4% Dec 2023
 View chart
Stifel Financial 27k $1.2M 3% Dec 2023
 View chart
BEAM Asset Management 26k $1.2M 8% Dec 2023
 View chart
Vaughan And Company Securities 25k $1.1M 0% Dec 2023
 View chart
Envestnet Asset Management 25k $976k -15% Sep 2023
 View chart
Merit Financial Group 21k $926k 100% Dec 2023
 View chart
Captrust Financial Advisors 20k $864k 100% Dec 2023
 View chart
Nelson, Van Denburg & Campbell Wealth Management 19k $840k -22% Dec 2023
 View chart
Citadel Advisors 19k $833k 100% Dec 2023
 View chart
Private Advisor 19k $815k 13% Dec 2023
 View chart
Flagship Harbor Advisors 18k $791k 53% Dec 2023
 View chart
Visionary Wealth Advisors 17k $761k -33% Dec 2023
 View chart
Financial Network Investment Corporation 17k $667k 6% Sep 2023
 View chart
Phoenix Wealth Advisors 16k $682k 60% Dec 2023
 View chart
Courage Miller Partners 16k $686k -14% Dec 2023
 View chart
Susquehanna International 16k $603k 61% Sep 2023
 View chart
Crescent Grove Advisors 14k $631k 0% Dec 2023
 View chart
Creative Planning 14k $600k 1% Dec 2023
 View chart
Private Wealth Strategies 13k $587k 0% Dec 2023
 View chart
Summit Global Investments 13k $563k 100% Dec 2023
 View chart
Transamerica Financial Advisors 13k $555k 100% Dec 2023
 View chart
Windsor Group 12k $469k 0% Sep 2023
 View chart
Silver Oak Securities 12k $528k 0% Dec 2023
 View chart
Equitable Holdings 12k $453k 4% Sep 2023
 View chart
Change Path 11k $480k -2% Dec 2023
 View chart
Northern Trust 11k $421k 34% Sep 2023
 View chart
Chas. P. Smith & Associates, PA, CPA's 11k $478k -1% Dec 2023
 View chart
GUNN & Co INVESTMENT MANAGEMENT 11k $478k 100% Dec 2023
 View chart
Adell, Harriman, & Carpenter 8.8k $387k 0% Dec 2023
 View chart
Cambridge Investment Research Advisors 8.3k $364k -18% Dec 2023
 View chart
Breakwater Capital Group 8.2k $357k -30% Dec 2023
 View chart
CIBC World Markets 7.9k $308k 0% Sep 2023
 View chart
Madison Wealth Partners 7.7k $341k 6% Dec 2023
 View chart
Aspire Wealth Management Corp 6.5k $284k 0% Dec 2023
 View chart
Brian McDonald 6.3k $245k 100% Sep 2023
 View chart
AE Wealth Management 6.3k $271k -3% Dec 2023
 View chart
Davenport & Co 6.2k $273k 0% Dec 2023
 View chart
Signature Securities Group Corporation 6.1k $269k 2% Dec 2023
 View chart
Kestra Advisory Services 5.9k $258k 100% Dec 2023
 View chart
Pathstone Holdings 5.7k $251k 100% Dec 2023
 View chart
Citigroup 5.3k $235k -4% Dec 2023
 View chart
Key FInancial 5.2k $229k 0% Dec 2023
 View chart
Raymond James Trust 5.1k $226k 100% Dec 2023
 View chart
Towerpoint Wealth 5.0k $220k 100% Dec 2023
 View chart
LexAurum Advisors 4.9k $215k -62% Dec 2023
 View chart
MAI Wealth Advisors 4.8k $211k 100% Dec 2023
 View chart
Arkadios Wealth Advisors 4.7k $209k -11% Dec 2023
 View chart
Prospera Financial Services 4.7k $207k -72% Dec 2023
 View chart
AdvisorNet Financial 4.3k $188k -4% Dec 2023
 View chart
Qube Research & Technologies 3.5k $137k 7587% Sep 2023
 View chart
Cape Investment Advisory 3.4k $150k 0% Dec 2023
 View chart
IFP Advisors 3.3k $146k 0% Dec 2023
 View chart
Lisa Snider 3.3k $140k 0% Dec 2023
 View chart
Ritter Daniher Financial Advisory LLC / DE 3.2k $140k 100% Dec 2023
 View chart
Private Trust Co Na 3.1k $136k 0% Dec 2023
 View chart
Principal Securities 2.9k $126k 100% Dec 2023
 View chart
Harbour Investments 2.4k $107k 0% Dec 2023
 View chart
Advisory Services Network 2.4k $105k 100% Dec 2023
 View chart
FMR 2.2k $84k -9% Sep 2023
 View chart
Jpmorgan Chase & Co 2.0k $88k -67% Dec 2023
 View chart
Tompkins Financial Corp 1.9k $86k 0% Dec 2023
 View chart
Smartleaf Asset Management 1.8k $82k 100% Dec 2023
 View chart
Laurel Wealth Advisors 1.4k $55k 0% Sep 2023
 View chart
Us Bancorp 1.4k $60k 0% Dec 2023
 View chart
Archer Investment Corp 1.1k $48k 114% Dec 2023
 View chart
Benjamin F. Edwards & Company 910.00 $40k -9% Dec 2023
 View chart
Assetmark 753.00 $33k 0% Dec 2023
 View chart
Asset Dedication 695.00 $31k 0% Dec 2023
 View chart
William Blair $ Company 660.00 $29k 0% Dec 2023
 View chart
Goss Wealth Management 576.00 $22k 12% Sep 2023
 View chart
Nbc Securities 520.00 $22k -9% Dec 2023
 View chart
McClarren Financial Advisors 475.00 $21k 1% Dec 2023
 View chart
Steward Partners Investment Advisory 468.00 $21k 0% Dec 2023
 View chart
Manchester Capital Management 390.00 $17k 0% Dec 2023
 View chart
MCF Advisors 343.00 $15k 0% Dec 2023
 View chart
Aptus Capital Advisors 311.00 $12k 0% Sep 2023
 View chart
Guardian Wealth Advisors, Llc / Nc 311.00 $12k 0% Sep 2023
 View chart
Tyler-Stone Wealth Management 300.00 $13k 0% Dec 2023
 View chart
Lowe fs 210.00 $9.2k 0% Dec 2023
 View chart
Webster Bank, N. A. 150.00 $6.6k 100% Dec 2023
 View chart
Gleason Group 126.00 $5.5k 1% Dec 2023
 View chart
Geneos Wealth Management 86.00 $3.8k -39% Dec 2023
 View chart
Cherry Tree Wealth Management 76.00 $3.3k 100% Dec 2023
 View chart
Investors Research Corp 72.00 $3.2k 0% Dec 2023
 View chart
Farther Finance Advisors 54.00 $2.4k 100% Dec 2023
 View chart
TSFG 30.00 $999.999000 -77% Dec 2023
 View chart
Wetzel Investment Advisors 30.00 $999.999000 100% Dec 2023
 View chart
Mendota Financial Group 11.00 $484.000000 0% Dec 2023
 View chart
Huntington National Bank 1.00 $44.000000 0% Dec 2023
 View chart
Amerivest Investment Management 0 $0 -100% Sep 2023
 View chart

Who sold out of iShares Morningstar Small Growth?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Sep 2023 14k $550k
Emerald Investment Partners Sep 2023 2.5k $97k
Fifth Third Bancorp Sep 2023 2.3k $87k
Concord Wealth Partners Sep 2023 1.5k $58k
Integrity Financial Corp Sep 2023 1.3k $49k
Milestone Group Sep 2023 414.00 $16k
Baker Avenue Asset Management Sep 2023 188.00 $7.3k
FNY Investment Advisers Sep 2023 100.00 $3.0k