Who owns iShares S&P 1500 Index Fund?
- Ticker: ITOT
- CUSIP Number: 464287150
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 1500 Index Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P 1500 Index Fund stock
Who bought or sold iShares S&P 1500 Index Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 55M | $6.9B | 15% | Sep 2024 |
|
| BlackRock | 54M | $6.7B | 100% | Sep 2024 |
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| BlackRock | 49M | $5.8B | 12% | Jun 2024 |
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| Morgan Stanley | 11M | $1.3B | 0% | Jun 2024 |
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| Alliancebernstein | 8.8M | $1.0B | -1% | Jun 2024 |
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| Wealthfront Advisers | 8.3M | $1.0B | 20% | Sep 2024 |
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| Bank of America Corporation | 5.8M | $727M | 1% | Sep 2024 |
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| LPL Financial | 4.7M | $596M | 0% | Sep 2024 |
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| Colony | 4.2M | $524M | 724% | Sep 2024 |
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| Ronald Blue Trust | 3.6M | $430M | 2% | Sep 2024 |
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| SigFig Wealth Management | 3.6M | $429M | 0% | Jun 2024 |
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| Buckingham Asset Management | 3.6M | $424M | 12% | Jun 2024 |
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| Stifel Financial | 3.5M | $417M | 22% | Jun 2024 |
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| Ballentine Partners | 3.5M | $441M | 8% | Sep 2024 |
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| Buckingham Strategic Partners | 3.1M | $384M | 32% | Sep 2024 |
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| Auto-Owners Insurance | 2.8M | $348M | 0% | Sep 2024 |
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| Cisco Systems | 2.7M | $333M | -15% | Sep 2024 |
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| Parallel Advisors | 2.6M | $328M | -2% | Sep 2024 |
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| AlTi Global | 2.4M | $307M | 2% | Sep 2024 |
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| Envestnet Asset Management | 2.2M | $279M | 1% | Sep 2024 |
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| HPM Partners | 2.2M | $275M | -2% | Sep 2024 |
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| Creative Planning | 2.1M | $270M | -1% | Sep 2024 |
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| _Sentinel Trust Company, LBA______________ | 1.8M | $231M | -2% | Sep 2024 |
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| Hanson McClain Advisors | 1.7M | $210M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.6M | $207M | 22% | Sep 2024 |
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| Commonwealth Equity Services | 1.6M | $202M | -4% | Sep 2024 |
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| Advisor Group Holdings | 1.6M | $198M | 0% | Sep 2024 |
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| Prime Capital Investment Advisors | 1.6M | $196M | -2% | Sep 2024 |
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| TD Capital Management | 1.5M | $192M | -3% | Sep 2024 |
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| Pegasus Partners | 1.5M | $183M | 11% | Sep 2024 |
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| Evensky & Katz | 1.3M | $167M | 5% | Sep 2024 |
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| Royal Bank of Canada | 1.3M | $167M | -8% | Sep 2024 |
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| Jpmorgan Chase & Co | 1.3M | $164M | -1% | Sep 2024 |
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| Elm Partners Management | 1.2M | $151M | 14% | Sep 2024 |
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| Klaas Financial Asset Advisors | 1.2M | $150M | 1% | Sep 2024 |
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| Mariner Wealth Advisors | 1.1M | $139M | 1% | Sep 2024 |
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| Cobblestone Capital Advisors | 1.1M | $139M | 1% | Sep 2024 |
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| Rock Creek Group | 1.1M | $138M | -32% | Sep 2024 |
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| Kingsview Wealth Management | 1.1M | $134M | 9% | Sep 2024 |
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| HighTower Advisors | 1.0M | $124M | -3% | Jun 2024 |
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| Mesirow Financial Investment Management International Equity | 1.0M | $126M | 2% | Sep 2024 |
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| HB Wealth Management | 956k | $120M | -2% | Sep 2024 |
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| True Link Financial Advisors | 916k | $115M | 7% | Sep 2024 |
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| LJI Wealth Management | 913k | $115M | 2% | Sep 2024 |
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| Disciplina Capital Management | 900k | $113M | 545% | Sep 2024 |
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| Wick Capital Partners | 879k | $111M | 5% | Sep 2024 |
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| Partners Capital Investment Group | 876k | $110M | 5% | Sep 2024 |
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| Goldstein Advisors | 840k | $106M | -2% | Sep 2024 |
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| Johnson Bixby & Associates | 834k | $105M | 0% | Sep 2024 |
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| Claar Advisors | 830k | $104M | 3% | Sep 2024 |
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| Winthrop Advisory Group | 784k | $99M | 3% | Sep 2024 |
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| Reliant Wealth Planning | 711k | $89M | 1% | Sep 2024 |
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| Fundamentun | 689k | $87M | 19% | Sep 2024 |
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| Macquarie Group | 671k | $80M | 13% | Jun 2024 |
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| Jaffetilchin Investment Partners | 668k | $84M | -2% | Sep 2024 |
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| Zhang Financial | 668k | $84M | -3% | Sep 2024 |
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| Ullmann Financial | 652k | $82M | -1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 648k | $81M | 5% | Sep 2024 |
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| Raymond James & Associates | 637k | $80M | 1% | Sep 2024 |
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| Ancora Advisors | 625k | $79M | 3% | Sep 2024 |
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| Cetera Investment Advisers | 597k | $71M | -6% | Jun 2024 |
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| Massey, Quick & Co | 564k | $71M | -1% | Sep 2024 |
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| Independent Order of Foresters | 550k | $69M | 0% | Sep 2024 |
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| Heritage Wealth Advisors | 533k | $67M | 0% | Sep 2024 |
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| Allen Investment Management | 531k | $67M | 0% | Sep 2024 |
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| Executive Wealth Management | 527k | $66M | 100% | Sep 2024 |
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| Mml Investors Services | 508k | $64M | 1% | Sep 2024 |
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| CWM | 506k | $64M | 13% | Sep 2024 |
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| Facet Wealth | 501k | $63M | 0% | Sep 2024 |
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| O'Brien Wealth Partners | 487k | $58M | -48% | Jun 2024 |
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| Branch Banking & Trust Company | 483k | $57M | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 464k | $58M | -1% | Sep 2024 |
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| William Blair $ Company | 459k | $58M | 5% | Sep 2024 |
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| Orion Portfolio Solutions | 456k | $57M | -8% | Sep 2024 |
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| jvl associates | 451k | $57M | -1% | Sep 2024 |
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| Spectrum Strategic Capital Management | 447k | $56M | -1% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 438k | $52M | -2% | Jun 2024 |
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| Vantage Financial Partners | 426k | $54M | -2% | Sep 2024 |
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| Mercer Global Advisors | 418k | $50M | 1% | Jun 2024 |
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| Equitable Holdings | 418k | $50M | 4% | Jun 2024 |
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| BKD Wealth Advisors | 412k | $49M | 0% | Jun 2024 |
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| Us Bancorp | 397k | $50M | -23% | Sep 2024 |
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| Private Advisor | 396k | $50M | 11% | Sep 2024 |
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| Crestwood Advisors | 379k | $48M | 2% | Sep 2024 |
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| Kestra Advisory Services | 370k | $47M | -3% | Sep 2024 |
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| Mission Wealth Management | 367k | $46M | -1% | Sep 2024 |
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| Geneos Wealth Management | 366k | $43M | 4% | Jun 2024 |
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| Regatta Capital Group | 363k | $46M | 25% | Sep 2024 |
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| Smallwood Wealth Investment Management | 355k | $45M | 2% | Sep 2024 |
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| Pure Financial Advisors | 352k | $44M | -2% | Sep 2024 |
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| BLB^B Advisors | 349k | $44M | 2% | Sep 2024 |
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| Strategic Point Investment Advisors | 348k | $44M | 0% | Sep 2024 |
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| Kovitz Investment Group Partners | 345k | $43M | 42% | Sep 2024 |
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| Truepoint | 344k | $43M | -1% | Sep 2024 |
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| Pathstone Holdings | 338k | $42M | -1% | Sep 2024 |
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| Apex Investment Services | 330k | $42M | -1% | Sep 2024 |
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| International Assets Investment Management | 329k | $2.6M | 12467% | Sep 2024 |
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| Vatera Holdings | 329k | $39M | -1% | Jun 2024 |
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| CI Private Wealth | 325k | $41M | 15% | Sep 2024 |
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| University of Maryland Foundation | 323k | $41M | 100% | Sep 2024 |
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| TRUE Private Wealth Advisors | 304k | $38M | -18% | Sep 2024 |
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| Ironsides Asset Advisors | 297k | $37M | 1% | Sep 2024 |
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| Lido Advisors | 296k | $35M | 6% | Jun 2024 |
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| Financial Designs Corp | 296k | $37M | 0% | Sep 2024 |
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| Nicolet Advisory Services | 294k | $37M | 2% | Sep 2024 |
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| Eldridge Investment Advisors | 293k | $37M | 3% | Sep 2024 |
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| Tolleson Wealth Management | 287k | $36M | -17% | Sep 2024 |
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| Pineridge Advisors | 282k | $36M | 11% | Sep 2024 |
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| ValMark Advisers | 276k | $35M | -1% | Sep 2024 |
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| Caprock | 274k | $35M | 0% | Sep 2024 |
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| Rehmann Capital Advisory | 273k | $34M | -28% | Sep 2024 |
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| Captrust Financial Advisors | 273k | $34M | -6% | Sep 2024 |
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| Cigna Investments Inc /new | 259k | $33M | -3% | Sep 2024 |
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| KM Capital Management | 255k | $30M | 2% | Jun 2024 |
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| Sendero Wealth Management | 238k | $30M | 0% | Sep 2024 |
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| Monument Capital Management | 231k | $29M | -3% | Sep 2024 |
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| Alaska Permanent Capital Management | 228k | $29M | 4% | Sep 2024 |
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| Integrated Wealth Concepts | 226k | $28M | 1% | Sep 2024 |
|
| Patton Albertson & Miller | 224k | $27M | -4% | Jun 2024 |
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| Beacon Pointe Advisors | 222k | $28M | 0% | Sep 2024 |
|
| Northeast Financial Consultants | 222k | $28M | 1% | Sep 2024 |
|
| Legacy Private Trust | 221k | $28M | -2% | Sep 2024 |
|
| Legacy Financial Advisors | 220k | $26M | -1% | Jun 2024 |
|
| Monticello Wealth Management | 219k | $25M | 58% | Sep 2024 |
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| Thrivent Financial for Lutherans | 218k | $27M | -14% | Sep 2024 |
|
| Aviso Financial | 216k | $26M | 100% | Jun 2024 |
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| Northwest Wealth Management | 215k | $27M | 2% | Sep 2024 |
|
| Family Wealth Partners | 214k | $27M | 1% | Sep 2024 |
|
| Catalyst Private Wealth | 212k | $27M | 13% | Sep 2024 |
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| Monashee Investment Management | 211k | $27M | 0% | Sep 2024 |
|
| United Capital Financial Advisers | 210k | $26M | 0% | Sep 2024 |
|
| Jones Financial Companies, L.L | 205k | $26M | 142% | Sep 2024 |
|
| JGP Wealth Management | 203k | $26M | 3% | Sep 2024 |
|
| Whitney & Company | 201k | $25M | 0% | Sep 2024 |
|
| Advisory Services Network | 196k | $23M | 0% | Sep 2024 |
|
| Empower Advisory Group | 193k | $24M | 3% | Sep 2024 |
|
| Goldman Sachs Group | 190k | $23M | -13% | Jun 2024 |
|
| Astoria Strategic Wealth | 189k | $24M | -2% | Sep 2024 |
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| Cynosure Management | 189k | $24M | -3% | Sep 2024 |
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| Life Planning Partners | 188k | $24M | -10% | Sep 2024 |
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| Dohj | 187k | $23M | -1% | Sep 2024 |
|
| BCGM Wealth Management | 185k | $23M | -13% | Sep 2024 |
|
| Durante & Waters | 185k | $23M | 1% | Sep 2024 |
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| Benchmark Financial Wealth Advisors | 184k | $23M | -3% | Sep 2024 |
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| Financial Partners Group | 182k | $23M | -1% | Sep 2024 |
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| Goss Wealth Management | 182k | $22M | 88% | Jun 2024 |
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| Aletheian Wealth Advisors | 180k | $23M | 3% | Sep 2024 |
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| Cherrydale Wealth Management | 179k | $23M | 4% | Sep 2024 |
|
| Delap Wealth Advisory | 179k | $23M | 16% | Sep 2024 |
|
| Regal Investment Advisors | 62k | $7.8M | -69% | Sep 2024 |
|
Who sold out of iShares S&P 1500 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 7.3M | $865M |
| Duff & Phelps Investment Management | Jun 2024 | 758k | $90M |
| Twin Tree Management | Mar 2024 | 368k | $42M |
| Bp Wealth Management | Jun 2024 | 223k | $27M |