Who owns iShares S&P 1500 Index Fund?

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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
BlackRock 71M $11B 2% Dec 2025
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Wells Fargo & Company 64M $9.5B 1% Dec 2025
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Wealthfront Advisers 12M $1.7B 10% Dec 2025
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Betterment 11M $1.6B -2% Dec 2025
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Alliancebernstein 9.9M $1.4B 3% Sep 2025
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LPL Financial 6.3M $940M 5% Dec 2025
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Colony 6.2M $915M 23% Dec 2025
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Buckingham Strategic Partners 5.0M $750M 5% Dec 2025
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Ronald Blue Trust 3.9M $581M -1% Dec 2025
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SigFig Wealth Management 3.6M $541M 1% Dec 2025
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Envestnet Asset Management 3.6M $539M -13% Dec 2025
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Ballentine Partners 3.2M $481M -6% Dec 2025
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Auto-Owners Insurance 3.0M $443M 1% Sep 2025
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AlTi Global 2.8M $409M 0% Dec 2025
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Parallel Advisors 2.4M $350M -1% Dec 2025
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Norinchukin Bank, The 2.2M $334M 0% Dec 2025
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Creative Planning 2.1M $310M -1% Dec 2025
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Ameriprise Financial 2.1M $308M 3% Dec 2025
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Raymond James Financial 2.1M $307M -17% Dec 2025
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Hanson McClain Advisors 2.0M $295M -2% Dec 2025
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HPM Partners 2.0M $292M -3% Dec 2025
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Lido Advisors 1.8M $266M -2% Dec 2025
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_Sentinel Trust Company, LBA______________ 1.8M $264M 0% Dec 2025
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Provenance Wealth Advisors 1.6M $239M -2% Dec 2025
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Advisor Group Holdings 1.6M $232M -7% Dec 2025
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Prime Capital Investment Advisors 1.5M $230M -1% Dec 2025
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Jpmorgan Chase & Co 1.5M $220M 100% Sep 2025
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Captrust Financial Advisors 1.5M $224M 434% Dec 2025
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Stifel Financial 1.5M $223M -1% Dec 2025
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Evensky & Katz 1.5M $221M 3% Dec 2025
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Cisco Systems 1.4M $212M -5% Dec 2025
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TD Capital Management 1.4M $202M -1% Dec 2025
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The Allstate Corporation 1.2M $186M 26% Dec 2025
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Klaas Financial Asset Advisors 1.2M $184M 0% Dec 2025
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Cobblestone Capital Advisors 1.2M $179M 2% Sep 2025
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Royal Bank of Canada 1.2M $177M 6% Sep 2025
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LJI Wealth Management 1.2M $180M 6% Dec 2025
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Commonwealth Equity Services 1.2M $179M -8% Dec 2025
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Disciplina Capital Management 1.2M $172M 4% Dec 2025
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Mariner Wealth Advisors 1.1M $170M 2% Dec 2025
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Zhang Financial 1.1M $156M 8% Dec 2025
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UBS Group 1.0M $154M -2% Dec 2025
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Fundamentun 1.0M $152M 3% Dec 2025
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HB Wealth Management 1.0M $152M 0% Dec 2025
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Tanager Wealth Management 998k $148M 7% Dec 2025
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Claar Advisors 995k $148M 0% Dec 2025
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FMR 951k $139M 7% Sep 2025
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HighTower Advisors 930k $138M -3% Dec 2025
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Winthrop Advisory Group 918k $137M 2% Dec 2025
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Wick Capital Partners 878k $131M 3% Dec 2025
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Rock Creek Group 874k $128M 2% Dec 2025
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Mercer Global Advisors 826k $123M 10% Dec 2025
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Cetera Investment Advisers 801k $119M -3% Dec 2025
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True Link Financial Advisors 776k $115M -27% Dec 2025
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Mesirow Financial Investment Management International Equity 740k $110M -28% Dec 2025
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Jaffetilchin Investment Partners 738k $110M 2% Dec 2025
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Jones Financial Companies, L.L 737k $110M 15% Dec 2025
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Johnson Bixby & Associates 690k $103M -3% Dec 2025
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Independent Order of Foresters 673k $100M 0% Dec 2025
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Ancora Advisors 671k $100M 1% Dec 2025
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Cambridge Investment Research Advisors 666k $99M 5% Dec 2025
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Goldstein Advisors 637k $95M 1% Dec 2025
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Ullmann Financial 634k $94M 0% Dec 2025
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Facet Wealth 633k $96M -10% Dec 2025
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Ohio National Investments 608k $90M 125% Dec 2025
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CLS Investments 576k $86M -3% Dec 2025
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CWM 536k $80M 2% Dec 2025
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William Blair $ Company 512k $75M 3% Sep 2025
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Mml Investors Services 511k $76M 3% Dec 2025
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Allen Investment Management 489k $73M -7% Dec 2025
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Branch Banking & Trust Company 480k $71M 0% Dec 2025
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Partners Capital Investment Group 466k $69M -11% Dec 2025
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jvl associates 460k $68M 1% Dec 2025
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Wealth Enhancement Advisory Services 460k $70M 0% Dec 2025
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Cresset Asset Management 451k $67M 8% Dec 2025
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O'Brien Wealth Partners 448k $67M -1% Dec 2025
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Friday Financial 445k $66M 19% Dec 2025
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Massey, Quick & Co 444k $66M -5% Dec 2025
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Northwestern Mutual Wealth Management Company 437k $65M -2% Dec 2025
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Vantage Financial Partners 434k $65M 0% Dec 2025
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Clark Capital Management Group 428k $62M -11% Sep 2025
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Rockefeller Capital Management 424k $63M 113% Dec 2025
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Elm Partners Management 404k $60M -1% Dec 2025
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Brady Martz Wealth Solutions 404k $60M 9% Dec 2025
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Aviso Financial 400k $59M 11% Dec 2025
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CI Private Wealth 379k $56M 8% Dec 2025
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Regatta Capital Group 378k $56M 0% Dec 2025
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Geneos Wealth Management 363k $54M 2% Dec 2025
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Kestra Advisory Services 361k $54M 2% Dec 2025
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Wiley Bros.-aintree Capital 359k $53M 18% Dec 2025
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Strategic Point Investment Advisors 355k $53M 1% Dec 2025
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Smallwood Wealth Investment Management 346k $51M -8% Dec 2025
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BKD Wealth Advisors 345k $51M -2% Dec 2025
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Northwest Wealth Management 344k $51M 5% Dec 2025
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GM Advisory 340k $51M 19% Dec 2025
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Mission Wealth Management 339k $50M -3% Dec 2025
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BLB^B Advisors 334k $50M 4% Dec 2025
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Eldridge Investment Advisors 333k $50M 1% Dec 2025
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Pure Financial Advisors 327k $49M -1% Dec 2025
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Truepoint 325k $48M -1% Dec 2025
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Adventist Health System/ West 321k $48M -30% Dec 2025
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Procyon Private Wealth Partners 318k $47M -1% Dec 2025
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Capital Analysts 316k $47M -7% Dec 2025
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Pineridge Advisors 316k $46M -29% Sep 2025
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Kondo Wealth Advisors 312k $46M 3% Dec 2025
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Nicolet Advisory Services 308k $47M 14% Dec 2025
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Quantinno Capital Management 289k $43M 18% Dec 2025
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Ironsides Asset Advisors 289k $43M -1% Dec 2025
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JGP Wealth Management 286k $43M 5% Dec 2025
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Financial Designs Corp 283k $42M 2% Dec 2025
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Tolleson Wealth Management 271k $40M -1% Dec 2025
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Caprock 268k $40M -3% Dec 2025
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Family Wealth Partners 265k $39M -3% Dec 2025
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Reliant Wealth Planning 263k $39M -1% Dec 2025
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Private Advisor 260k $39M -21% Dec 2025
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Heritage Wealth Advisors 258k $38M 0% Dec 2025
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Steinberganna Wealth Management 255k $38M 4% Dec 2025
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Savant Capital Management 244k $36M -5% Dec 2025
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ValMark Advisers 235k $35M -5% Dec 2025
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Advisory Services Network 233k $35M 13% Dec 2025
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Alaska Permanent Capital Management 230k $34M 0% Dec 2025
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TRUE Private Wealth Advisors 227k $34M -1% Dec 2025
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Miracle Mile Advisors 225k $33M 9% Dec 2025
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Equitable Holdings 223k $33M 0% Dec 2025
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Coquina Private Wealth 219k $33M 100% Dec 2025
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Planned Solutions 216k $32M 21% Dec 2025
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Goldman Sachs Group 216k $32M -55% Dec 2025
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Squire Investment Management Company 215k $32M 7% Dec 2025
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Sendero Wealth Management 214k $32M 0% Dec 2025
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Capstone Financial Advisors 214k $32M 0% Dec 2025
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Delap Wealth Advisory 210k $31M 4% Dec 2025
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Great Valley Advisor Group 209k $31M 21% Dec 2025
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Whitney & Company 209k $31M 1% Dec 2025
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Trevian Wealth Management 209k $31M 9% Dec 2025
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AQR Capital Management 207k $30M 35% Sep 2025
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Heck Capital Advisors 205k $30M 16% Dec 2025
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Cigna Investments Inc /new 202k $30M -6% Dec 2025
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Kaydan Wealth Management 202k $30M -2% Dec 2025
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Goss Wealth Management 196k $29M 3% Dec 2025
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Integrated Wealth Concepts 196k $29M -2% Dec 2025
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Sweeney & Michel 196k $30M 6% Dec 2025
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MontVue Capital Management 190k $28M 0% Dec 2025
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Rehmann Capital Advisory 189k $28M -7% Dec 2025
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Aptus Capital Advisors 187k $28M -6% Dec 2025
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Northern Trust 186k $28M -4% Dec 2025
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MJT & Associates Financial Advisory Group 186k $28M 11% Dec 2025
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Cherrydale Wealth Management 185k $28M 0% Dec 2025
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Durante & Waters 184k $27M 2% Dec 2025
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Vident Advisory 182k $27M -3% Dec 2025
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Bank of New York Mellon 182k $27M 1% Dec 2025
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Patton Albertson & Miller 181k $27M -3% Dec 2025
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Legacy Financial Advisors 178k $27M -5% Dec 2025
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Life Planning Partners 177k $26M -5% Dec 2025
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Astoria Strategic Wealth 163k $24M -13% Dec 2025
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IFP Advisors 151k $23M -17% Dec 2025
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KM Capital Management 147k $22M -21% Dec 2025
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Sontag Advisory 95k $14M -48% Dec 2025
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Edge Financial Advisors 64k $9.5M -66% Dec 2025
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Kovitz Investment Group Partners 10k $1.5M -97% Dec 2025
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Horizon Wealth Management 2.5k $373k -100% Dec 2025
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Who sold out of iShares S&P 1500 Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
Macquarie Group Sep 2025 182k $27M