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
Alliancebernstein 8.1M $643M -3% Sep 2022
Envestnet Asset Management 5.5M $435M -72% Sep 2022
Milliman Financial Risk Management 4.2M $335M -3% Sep 2022
Bp Wealth Management 3.9M $309M 0% Sep 2022
SigFig Wealth Management 3.6M $306M -6% Sep 2022
Ronald Blue Trust 3.6M $284M 6% Dec 2022
Parallel Advisors 3.4M $268M 7% Sep 2022
Creative Planning 3.2M $253M 8% Sep 2022
Raymond James Financial Services Advisors 3.2M $252M 6% Sep 2022
Cisco Systems 2.8M $238M 23% Dec 2022
Ballentine Partners 2.3M $180M 16% Sep 2022

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Tiedemann Wealth Management 2.2M $172M 100% Sep 2022
FMR 2.1M $169M -39% Sep 2022
Hanson McClain Advisors 2.0M $167M 34% Dec 2022
TD Capital Management 1.9M $148M 2% Sep 2022
UBS Group 1.8M $140M -1% Sep 2022
Rock Creek Group 1.7M $137M 1% Sep 2022
Personal Capital Advisors 1.5M $117M -53% Sep 2022
Royal Bank of Canada 1.2M $96M 100% Sep 2022
Cobblestone Capital Advisors 1.1M $84M 2% Sep 2022
Mariner Wealth Advisors 1.1M $84M 100% Sep 2022
Buckingham Asset Management 1.0M $82M 21% Sep 2022
Pegasus Partners 951k $76M 26% Sep 2022
Klaas Financial Asset Advisors 941k $80M 0% Dec 2022
Evensky & Katz 911k $77M 8% Dec 2022
TRUE Private Wealth Advisors 901k $72M 4% Sep 2022
HighTower Advisors 889k $71M -8% Sep 2022
The Allstate Corporation 888k $71M 100% Sep 2022
HB Wealth Management 872k $74M 7% Dec 2022
Legacy Financial Advisors 864k $69M 18% Sep 2022
Ullmann Financial 690k $55M -2% Sep 2022
Zhang Financial 677k $57M 3% Dec 2022
Heritage Wealth Advisors 621k $49M -10% Sep 2022
Prime Capital Investment Advisors 603k $48M -7% Sep 2022
Elm Partners Management 603k $48M -4% Sep 2022
Raymond James & Associates 603k $48M 2% Sep 2022
Legacy Private Trust 597k $51M 5% Dec 2022
Johnson Bixby & Associates 596k $47M -9% Sep 2022
Reliant Wealth Planning 585k $47M 1% Sep 2022
Macquarie Group 584k $47M 0% Sep 2022
CLS Investments 579k $46M -2% Sep 2022
Wick Capital Partners 514k $41M 2% Sep 2022
jvl associates 497k $42M 10% Dec 2022
Winthrop Advisory Group 490k $39M -1% Sep 2022
AE Wealth Management 458k $36M -26% Sep 2022
Massey, Quick & Co 444k $35M 0% Sep 2022
Pure Financial Advisors 430k $37M 0% Dec 2022
United Capital Financial Advisers 421k $34M -3% Sep 2022
Mercer Global Advisors 419k $33M 80% Sep 2022
Mission Wealth Management 419k $33M 0% Sep 2022
Branch Banking & Trust Company 415k $33M 202% Sep 2022
Kingsview Wealth Management 413k $33M 11% Sep 2022
Patton Albertson & Miller 412k $35M -3% Dec 2022
Streettalk Advisors 407k $32M 2434% Sep 2022
Vatera Holdings 402k $32M 0% Sep 2022
Vantage Financial Partners 399k $32M 4111% Sep 2022
Fundamentun 391k $31M 4% Sep 2022
Louis-Dreyfus Family Office 387k $31M 0% Sep 2022
William Blair $ Company 382k $30M 17% Sep 2022
BKD Wealth Advisors 380k $30M 23% Sep 2022
ValMark Advisers 368k $29M -3% Sep 2022
True Link Financial Advisors 363k $29M 14% Sep 2022
Cambridge Investment Research Advisors 363k $29M -35% Sep 2022
Apex Investment Services 346k $28M 0% Sep 2022
Nicolet Advisory Services 341k $27M 1% Sep 2022
Strategic Point Investment Advisors 332k $26M 0% Sep 2022
Ironsides Asset Advisors 331k $26M -2% Sep 2022
Kestra Advisory Services 317k $25M -39% Sep 2022
Brookstone Capital Management 317k $27M -11% Dec 2022
Strategic Wealth Advisors 315k $25M 6% Sep 2022
Caprock 279k $24M -18% Dec 2022
Orion Portfolio Solutions 268k $21M -87% Sep 2022
First Republic Investment Management 268k $21M 61% Sep 2022
Hightower 6M Holding 264k $21M -3% Sep 2022
Eldridge Investment Advisors 259k $21M -6% Sep 2022
Briggs Advisory Group 252k $20M 11% Sep 2022
BLB^B Advisors 252k $21M 2% Dec 2022
Beacon Pointe Advisors 250k $20M 0% Sep 2022
Us Bancorp 250k $20M 27% Sep 2022
Crestwood Advisors 240k $19M 1% Sep 2022
Alaska Permanent Capital Management 234k $19M 4% Sep 2022
Private Advisor 233k $19M -7% Sep 2022
IFP Advisors 230k $15M 29% Sep 2022
Stratos Wealth Partners 229k $18M 10% Sep 2022
Newman & Schimel 221k $19M 5% Dec 2022
MA Private Wealth 218k $18M -2% Sep 2022
Regal Investment Advisors 217k $17M 46% Sep 2022
Monticello Wealth Management 208k $17M 3% Sep 2022
Astoria Strategic Wealth 208k $17M 10% Sep 2022
Heritage Financial Services 206k $16M 1% Sep 2022
Capstone Financial Advisors 203k $16M -13% Sep 2022
ShoreHaven Wealth Partners 201k $16M -27% Sep 2022
UMA Financial Services 200k $17M 2% Sep 2022
Plan 195k $16M -10% Sep 2022
Benchmark Financial Wealth Advisors 193k $16M -8% Dec 2022
Whitney & Company 192k $15M -2% Sep 2022
Keystone Financial Group 192k $15M -2% Sep 2022
Koshinski Asset Management 185k $15M 12% Sep 2022
Sigma Planning 179k $14M -1% Sep 2022
Litman Gregory Asset Management 175k $15M -10% Dec 2022
Captrust Financial Advisors 164k $13M -10% Sep 2022
Tortoise Investment Management 156k $12M -4% Sep 2022
Brighton Jones 155k $12M 2% Sep 2022
Aft, Forsyth & Sober 154k $12M 0% Sep 2022
Weatherly Asset Management 153k $13M 15% Dec 2022
Gleason Group 147k $13M 6% Dec 2022
Life Planning Partners 144k $12M -1% Sep 2022
Planned Solutions 144k $11M 6% Sep 2022
Divergent Wealth Advisors 141k $11M -41% Sep 2022
Wealthsimple 139k $11M -3% Sep 2022
Romano Brothers And Company 138k $12M 0% Dec 2022
Facet Wealth 127k $11M -2% Sep 2022
Thoroughbred Financial Services 127k $10M -3% Sep 2022
Friedenthal Financial 127k $10M -2% Sep 2022
First Hawaiian Bank 123k $11M 0% Dec 2022
Aletheian Wealth Advisors 121k $10M 15% Dec 2022
ETF Portfolio Partners 119k $10M 3% Dec 2022
Central Trust & Investment 119k $9.4M -8% Sep 2022
Rollins Financial 118k $9.4M 0% Sep 2022
Smith Shellnut Wilson 116k $9.2M 11% Sep 2022
MAI Wealth Advisors 115k $9.2M 102% Sep 2022
Sequoia Financial Advisors 113k $9.6M -2% Dec 2022
Asset Dedication 112k $8.9M 100% Sep 2022
Pinnacle Financial Partners 112k $8.9M 776% Sep 2022
Janney Montgomery Scott 109k $8.7M -10% Sep 2022
Monument Capital Management 108k $8.6M -6% Sep 2022
Sax Wealth Advisors 108k $8.6M 8% Sep 2022
JGP Wealth Management 106k $8.6M 6% Sep 2022
KFA Private Wealth Group 105k $8.4M 2% Sep 2022
Crescent Grove Advisors 105k $8.9M 20% Dec 2022
PrairieView Partners 105k $8.3M 10% Sep 2022
Wagner Bowman Management 105k $8.3M 1% Sep 2022
H D Vest Advisory Services 104k $8.2M -5% Sep 2022
Cherrydale Wealth Management 103k $8.2M 37% Sep 2022
Outlook Wealth Advisors 103k $8.2M -27% Sep 2022
BDO Wealth Advisors 103k $8.2M -3% Sep 2022
Baird Financial 103k $8.2M 1% Sep 2022
Catalyst Private Wealth 102k $8.6M -27% Dec 2022
Oakwell Private Wealth Management 101k $8.1M 155% Sep 2022
Freestone Capital Holdings 98k $7.8M -22% Sep 2022
Single Point Partners 97k $8.2M -4% Dec 2022
King Wealth Management 96k $7.6M 1% Sep 2022
Sanford Advisory Services 94k $7.5M -6% Sep 2022
Fifth Third Securities 93k $7.4M -10% Sep 2022
Baron Silver Stevens Financial Advisors 92k $312.205000 6% Sep 2022
Wade Financial Advisory 91k $7.7M 24% Dec 2022
Naples Global Advisors 91k $7.7M -1% Dec 2022
Financial Management Professionals 89k $7.5M 0% Dec 2022
JSF Financial 88k $7.0M 445% Sep 2022
Argent Trust 87k $6.9M 1% Sep 2022
Greenleaf Trust 80k $6.4M -13% Sep 2022
National Asset Management 74k $5.9M -69% Sep 2022
Atria Investments 66k $5.3M -33% Sep 2022
SCS Capital Management 63k $5.0M -91% Sep 2022
Spire Wealth Management 52k $4.1M -59% Sep 2022
Merit Financial Group 46k $3.9M -56% Dec 2022
RGT Capital Management 40k $3.2M -67% Sep 2022
Patriot Investment Management 35k $2.8M -62% Sep 2022
Claraphi Advisory Network 30k $2.4M -88% Sep 2022
Executive Wealth Management 23k $23M -88% Sep 2022

Who sold out of iShares S&P 1500 Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
CliftonLarsonAllen Wealth Advisors Jun 2022 177k $15M
Jane Street Jun 2022 152k $13M
Flynn Zito Capital Management Jun 2022 103k $8.6M