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
Wells Fargo & Company 49M $5.2B 0% Dec 2023
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Betterment 13M $1.4B -1% Dec 2023
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Alliancebernstein 8.6M $900M 1% Dec 2023
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Charles Schwab Investment Management 8.5M $898M -9% Dec 2023
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Bank of America Corporation 5.9M $624M 5% Dec 2023
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Wealthfront Advisers 4.7M $497M 14% Dec 2023
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SigFig Wealth Management 3.6M $381M 0% Dec 2023
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Ronald Blue Trust 3.6M $339M 0% Dec 2023
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Parallel Advisors 3.4M $361M 1% Dec 2023
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Ballentine Partners 3.3M $344M 2% Dec 2023
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Cisco Systems 3.1M $359M -12% Mar 2024
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Stifel Financial 3.0M $311M -3% Dec 2023
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Buckingham Asset Management 2.6M $273M 37% Dec 2023
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HPM Partners 2.3M $238M 2% Dec 2023
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Creative Planning 2.2M $237M -4% Dec 2023
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Empower Advisory Group 2.2M $228M -18% Dec 2023
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AlTi Global 2.2M $228M 100% Dec 2023
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Hanson McClain Advisors 1.8M $192M 6% Dec 2023
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Buckingham Strategic Partners 1.8M $190M 16% Dec 2023
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Commonwealth Equity Services 1.7M $182M -5% Dec 2023
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TD Capital Management 1.7M $176M -1% Dec 2023
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Advisor Group Holdings 1.6M $171M -27% Dec 2023
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Jpmorgan Chase & Co 1.4M $144M 55% Dec 2023
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UBS Group 1.3M $138M 1% Dec 2023
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Prime Capital Investment Advisors 1.3M $135M 33% Dec 2023
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Pegasus Partners 1.3M $134M 7% Dec 2023
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Evensky & Katz 1.2M $139M 5% Mar 2024
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Raymond James Financial Services Advisors 1.2M $125M -10% Dec 2023
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HighTower Advisors 1.1M $120M -2% Dec 2023
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Cobblestone Capital Advisors 1.1M $113M 2% Dec 2023
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Mariner Wealth Advisors 1.0M $110M -11% Dec 2023
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Elm Partners Management 1.0M $108M 11% Dec 2023
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Disciplina Capital Management 1.0M $107M 100% Dec 2023
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Royal Bank of Canada 991k $104M -4% Dec 2023
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O'Brien Wealth Partners 973k $102M -2% Dec 2023
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Klaas Financial Asset Advisors 969k $102M -1% Dec 2023
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True Link Financial Advisors 841k $89M 13% Dec 2023
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Goldstein Advisors 820k $86M 1% Dec 2023
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HB Wealth Management 819k $86M 0% Dec 2023
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Johnson Bixby & Associates 811k $85M 3% Dec 2023
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Kingsview Wealth Management 793k $84M 49% Dec 2023
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Duff & Phelps Investment Management 758k $80M 0% Dec 2023
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Zhang Financial 694k $73M 1% Dec 2023
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Reliant Wealth Planning 687k $72M 12% Dec 2023
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Winthrop Advisory Group 681k $72M 8% Dec 2023
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Ullmann Financial 670k $71M -4% Dec 2023
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Raymond James & Associates 648k $68M 11% Dec 2023
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Goldman Sachs Group 609k $64M 167% Dec 2023
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Cambridge Investment Research Advisors 586k $62M 10% Dec 2023
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BKD Wealth Advisors 582k $61M -23% Dec 2023
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Advocacy Wealth Management Services 564k $59M 100% Dec 2023
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Massey, Quick & Co 556k $59M 0% Dec 2023
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Ancora Advisors 555k $58M -2% Dec 2023
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Heritage Wealth Advisors 536k $56M -2% Dec 2023
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Claar Advisors 532k $56M 22% Dec 2023
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Executive Wealth Management 531k $56M 37% Dec 2023
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Facet Wealth 504k $55M -7% Dec 2023
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Partners Capital Investment Group 486k $51M 49% Dec 2023
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Spectrum Strategic Capital Management 473k $50M 100% Dec 2023
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Branch Banking & Trust Company 471k $50M 1% Dec 2023
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Fundamentun 462k $49M 4% Dec 2023
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Hsbc Holdings 456k $48M -1% Dec 2023
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jvl associates 456k $53M 0% Mar 2024
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Wealth Enhancement Advisory Services 455k $48M -2% Dec 2023
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TRUE Private Wealth Advisors 422k $44M 9% Dec 2023
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Vantage Financial Partners 414k $44M -8% Dec 2023
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Mercer Global Advisors 402k $42M 25% Dec 2023
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Pure Financial Advisors 391k $41M -3% Dec 2023
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William Blair $ Company 388k $41M 12% Dec 2023
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Bp Wealth Management 385k $41M -55% Dec 2023
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Mission Wealth Management 384k $40M -4% Dec 2023
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Geneos Wealth Management 365k $38M -1% Dec 2023
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Crestwood Advisors 359k $38M 0% Dec 2023
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Truepoint 352k $37M -3% Dec 2023
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Kestra Advisory Services 352k $37M 2% Dec 2023
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Smallwood Wealth Investment Management 345k $36M 2% Dec 2023
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Apex Investment Services 343k $36M -1% Dec 2023
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Orion Portfolio Solutions 336k $35M -5% Dec 2023
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Vatera Holdings 334k $35M -3% Dec 2023
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Private Advisor 327k $34M 10% Dec 2023
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Us Bancorp 325k $34M 17% Dec 2023
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Tolleson Wealth Management 319k $34M 11% Dec 2023
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BLB^B Advisors 317k $33M 11% Dec 2023
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Financial Designs Corp 314k $33M 7156% Dec 2023
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Strategic Point Investment Advisors 312k $33M -1% Dec 2023
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CWM 312k $36M 51% Mar 2024
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Pathstone Holdings 311k $33M 100% Dec 2023
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Capital Analysts 307k $32M 0% Dec 2023
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ValMark Advisers 307k $32M -3% Dec 2023
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Captrust Financial Advisors 300k $32M 13% Dec 2023
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Eldridge Investment Advisors 292k $31M 4% Dec 2023
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Cigna Investments Inc /new 291k $31M -10% Dec 2023
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Brookstone Capital Management 282k $30M -2% Dec 2023
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CI Private Wealth 280k $30M 10% Dec 2023
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BCGM Wealth Management 280k $29M -2% Dec 2023
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Caprock 274k $29M 0% Dec 2023
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Kovitz Investment Group Partners 270k $28M -3% Dec 2023
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Lido Advisors 269k $28M 6% Dec 2023
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Patton Albertson & Miller 245k $26M -4% Dec 2023
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United Capital Financial Advisers 240k $25M -32% Dec 2023
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Delap Wealth Advisory 238k $25M 103% Dec 2023
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Sendero Wealth Management 235k $25M 0% Dec 2023
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Legacy Financial Advisors 234k $25M -64% Dec 2023
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Beacon Pointe Advisors 231k $24M -22% Dec 2023
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Colony 228k $24M 100% Dec 2023
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Legacy Private Trust 226k $26M -3% Mar 2024
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Monticello Wealth Management 219k $23M -40% Dec 2023
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Dohj 218k $23M 35% Dec 2023
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Monashee Investment Management 217k $23M 100% Dec 2023
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Alaska Permanent Capital Management 211k $22M -2% Dec 2023
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Whitney & Company 208k $22M 0% Dec 2023
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Astoria Strategic Wealth 198k $21M -2% Dec 2023
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Benchmark Financial Wealth Advisors 197k $21M -2% Dec 2023
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Heritage Financial Services 193k $20M -6% Dec 2023
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Durante & Waters 191k $20M 100% Dec 2023
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JGP Wealth Management 190k $20M 49% Dec 2023
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Ironsides Asset Advisors 187k $20M -9% Dec 2023
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UMA Financial Services 183k $20M -5% Dec 2023
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Cherrydale Wealth Management 181k $19M 2% Dec 2023
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Financial Partners Group 181k $19M 1% Dec 2023
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Cynosure Management 180k $20M 16% Dec 2023
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KM Capital Management 180k $19M -5% Dec 2023
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Atria Wealth Solutions 179k $19M 17% Dec 2023
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IFP Advisors 179k $19M 13% Dec 2023
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Stokes Family Office 174k $18M -23% Dec 2023
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Regent Peak Wealth Advisors 173k $18M -15% Dec 2023
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MontVue Capital Management 169k $18M 100% Dec 2023
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Litman Gregory Asset Management 165k $17M 0% Dec 2023
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Thoroughbred Financial Services 164k $17M 0% Dec 2023
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Aletheian Wealth Advisors 158k $17M 1% Dec 2023
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Advisory Services Network 157k $17M 0% Dec 2023
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The Allstate Corporation 155k $16M -8% Dec 2023
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Regatta Capital Group 155k $16M 274% Dec 2023
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Tortoise Investment Management 154k $16M -4% Dec 2023
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H D Vest Advisory Services 154k $16M 22% Dec 2023
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CliftonLarsonAllen Wealth Advisors 154k $16M -3% Dec 2023
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Northwest Wealth Management 153k $16M 19% Dec 2023
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Bank of New York Mellon 151k $16M -6% Dec 2023
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Weatherly Asset Management 150k $16M 2% Dec 2023
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Gleason Group 149k $16M 1% Dec 2023
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Cosner Financial Group 148k $16M 1% Dec 2023
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Planned Solutions 148k $16M -1% Dec 2023
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Asset Dedication 146k $15M 53% Dec 2023
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AE Wealth Management 146k $16M 2% Dec 2023
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Northeast Financial Consultants 141k $15M 363% Dec 2023
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Nwam 140k $15M 7% Dec 2023
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Friedenthal Financial 140k $15M 1% Dec 2023
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Life Planning Partners 139k $15M 100% Dec 2023
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Plan 139k $15M -3% Dec 2023
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Crescent Grove Advisors 137k $14M 1% Dec 2023
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Aft, Forsyth & Sober 136k $14M -7% Dec 2023
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Solano Wealth Management 135k $14M -5% Dec 2023
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First Foundation Advisors 131k $14M -14% Dec 2023
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Stratos Wealth Partners 124k $13M -13% Dec 2023
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Opus Investment Management 62k $6.5M -75% Dec 2023
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Keystone Financial Group 37k $3.9M -83% Dec 2023
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Koshinski Asset Management 4.5k $477k -97% Dec 2023
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Retirement Capital Strategies 3.0k $311k -99% Dec 2023
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Who sold out of iShares S&P 1500 Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
Taiyo Life Insurance Sep 2023 578k $54M
Park Place Capital Corp Sep 2023 266k $25M
Brighton Jones Sep 2023 150k $14M