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
Wells Fargo & Company 39M $3.8B -1% Jun 2021
BlackRock 38M $3.8B 6% Jun 2021
Amerivest Investment Management 19M $1.9B -2% Jun 2021
Betterment 10M $992M -3% Jun 2021
Milliman Financial Risk Management 9.4M $929M 6% Jun 2021
Morgan Stanley 6.7M $0 100% Jun 2021
Alliancebernstein 6.0M $589M 5% Jun 2021
Flagship Private Wealth 5.7M $5.7B 9734% Jun 2021
Bp Wealth Management 4.8M $476M 4% Jun 2021
Stifel Financial 4.7M $464M 18% Jun 2021
Bank of America Corporation 4.6M $451M -7% Jun 2021

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Envestnet Asset Management 3.7M $362M 0% Sep 2021
Thrivent Financial for Lutherans 3.6M $352M 7% Jun 2021
Raymond James Financial Services Advisors 3.3M $325M 0% Jun 2021
SigFig Wealth Management 3.1M $305M 8% Jun 2021
LPL Financial 2.8M $272M 6% Jun 2021
_Sentinel Trust Company, LBA______________ 2.5M $244M -1% Jun 2021
Parametric Portfolio Associates 2.3M $224M 4% Jun 2021
UBS Group 1.8M $179M 4% Jun 2021
Advisor Group Holdings 1.8M $176M 10% Jun 2021
Commonwealth Equity Services 1.7M $171M 7% Jun 2021
Ameriprise Financial 1.7M $166M -11% Jun 2021
TD Capital Management 1.7M $166M 1% Jun 2021
Tiedemann Wealth Management 1.7M $164M 16% Jun 2021
Norinchukin Bank, The 1.6M $156M 0% Jun 2021
Macquarie Group 1.4M $141M 1% Jun 2021
Independent Order of Foresters 1.4M $141M 1% Jun 2021
Rock Creek Group 1.3M $161M 0% Jun 2021
FMR 1.3M $129M 268% Jun 2021
Ballentine Partners 1.3M $128M -1% Jun 2021
The Allstate Corporation 1.2M $115M -35% Jun 2021
Hanson McClain Advisors 1.1M $113M -3% Jun 2021
ValMark Advisers 1.1M $111M 3% Jun 2021
Cigna Investments Inc /new 1.1M $106M -4% Jun 2021
Cobblestone Capital Advisors 982k $97M -2% Jun 2021
O'Brien Wealth Partners 958k $95M 0% Sep 2021
HighTower Advisors 904k $89M 4% Jun 2021
Royal Bank of Canada 851k $84M 25% Jun 2021
Heritage Wealth Advisors 817k $81M -1% Jun 2021
Duff & Phelps Investment Management 758k $75M -23% Jun 2021
TRUE Private Wealth Advisors 747k $74M -20% Jun 2021
Klaas Financial Asset Advisors 733k $72M 2% Jun 2021
Northwestern Mutual Wealth Management Company 706k $70M 29% Jun 2021
CLS Investments 689k $68M -4% Jun 2021
Evensky & Katz 679k $67M 24% Jun 2021
Jaffetilchin Investment Partners 672k $66M -49% Sep 2021
Homrich Berg 665k $66M -1% Jun 2021
Legacy Financial Advisors 665k $66M -19% Jun 2021
Elm Partners Management 665k $66M 2% Jun 2021
Genesee Capital Advisors 665k $66M 100% Jun 2021
IAM Advisory 665k $66M 100% Jun 2021
First Quadrant 641k $63M -4% Jun 2021
Prime Capital Investment Advisors 629k $62M 4% Jun 2021
Ullmann Financial 596k $59M 4% Jun 2021
Executive Wealth Management 591k $58M -4% Jun 2021
Reliant Wealth Planning 587k $58M 0% Jun 2021
Johnson Bixby & Associates 570k $57M 0% Jun 2021
Creative Planning 567k $56M -9% Jun 2021
Cambridge Investment Research Advisors 548k $54M -17% Jun 2021
Raymond James & Associates 508k $50M -1% Jun 2021
Mission Wealth Management 497k $49M -2% Jun 2021
United Capital Financial Advisers 495k $49M -2% Jun 2021
Hsbc Holdings 492k $49M 18% Jun 2021
Ironsides Asset Advisors 483k $48M 1% Jun 2021
Brookstone Capital Management 473k $47M -27% Jun 2021
Pathstone Family Office 471k $47M 1% Jun 2021
Mml Investors Services 464k $46M 77% Jun 2021
Partners Capital Investment Group 461k $46M 14% Jun 2021
Ancora Advisors 457k $45M 0% Jun 2021
Patton Albertson & Miller 451k $45M 2% Jun 2021
Truepoint 448k $44M -2% Jun 2021
Beacon Pointe Advisors 439k $43M -2% Jun 2021
Winthrop Advisory Group 417k $41M 17% Jun 2021
Pure Financial Advisors 400k $39M -3% Sep 2021
Legacy Private Trust 392k $39M 2% Jun 2021
Cresset Asset Management 363k $36M -1% Jun 2021
Mariner Wealth Advisors 362k $36M 8% Jun 2021
Equitable Holdings 347k $34M -5% Jun 2021
Rehmann Capital Advisory 347k $34M 2% Jun 2021
Financial Partners Group 345k $34M 4% Jun 2021
AdvicePeriod 344k $34M -3% Jun 2021
Calton & Associates 338k $33M -3% Jun 2021
Apex Investment Services 331k $33M 2% Sep 2021
Strategic Point Investment Advisors 328k $32M 0% Jun 2021
Kestra Advisory Services 325k $32M -2% Jun 2021
MA Private Wealth 323k $32M 1% Jun 2021
Strategic Wealth Advisors 307k $30M -48% Jun 2021
Nicolet Advisory Services 303k $30M 2% Jun 2021
Geneos Wealth Management 300k $30M -1% Jun 2021
BDO Wealth Advisors 297k $29M -4% Jun 2021
True Link Financial Advisors 289k $29M 2% Jun 2021
Advisory Services Network 286k $28M 27% Jun 2021
William Blair $ Company 285k $28M 2% Jun 2021
Private Advisor 283k $28M 1% Jun 2021
Eldridge Investment Advisors 276k $27M 1% Jun 2021
Divergent Wealth Advisors 276k $27M 5% Sep 2021
Regent Peak Wealth Advisors 276k $28M 9% Jun 2021
Capital Analysts 261k $26M -39% Jun 2021
Cetera Investment Advisers 260k $26M 1% Jun 2021
Caprock 259k $25M 4% Sep 2021
Assetmark 258k $26M 5113% Jun 2021
Alaska Permanent Capital Management 240k $24M -2% Jun 2021
BLB^B Advisors 237k $23M 2% Jun 2021
Branch Banking & Trust Company 234k $23M -2% Jun 2021
Kingsview Wealth Management 232k $23M 43% Jun 2021
Sigma Planning 231k $23M 8% Jun 2021
6 Meridian 225k $22M -3% Jun 2021
Stokes Family Office 222k $22M 0% Jun 2021
Zhang Financial 221k $22M -2% Jun 2021
CliftonLarsonAllen Wealth Advisors 216k $21M -3% Jun 2021
Professional Financial Advisors 207k $21M 15% Jun 2021
Pegasus Partners 207k $20M 3342% Jun 2021
Benchmark Financial Wealth Advisors 207k $20M 7% Jun 2021
Crestwood Advisors 202k $20M 1% Jun 2021
Unitrin 200k $20M 7% Jun 2021
HYA Advisors 199k $20M 4% Jun 2021
UMA Financial Services 196k $20M 1% Jun 2021
Mercer Global Advisors 195k $19M 2% Jun 2021
Tolleson Wealth Management 189k $19M -2% Jun 2021
BKD Wealth Advisors 189k $19M 1% Jun 2021
Whitney & Company 185k $18M 2% Jun 2021
Keystone Financial Group 180k $18M 3% Jun 2021
Newman & Schimel 175k $17M 3% Jun 2021
CWM 164k $16M 0% Jun 2021
Fundamentun 162k $16M 14% Jun 2021
Jackson Wealth Management 160k $16M 100% Jun 2021
Huntington Asset Advisors 158k $16M 80% Jun 2021
Tortoise Investment Management 156k $15M 2% Jun 2021
Aft, Forsyth & Sober 154k $15M 3% Jun 2021
Sugarloaf Wealth Management 146k $14M 141596% Jun 2021
Facet Wealth 143k $14M -8% Jun 2021
Spire Wealth Management 143k $14M 16% Sep 2021
Captrust Financial Advisors 143k $14M 102% Jun 2021
Catalyst Private Wealth 142k $14M 13% Sep 2021
PFM Asset Management 142k $14M -74% Jun 2021
Capstone Financial Advisors 141k $14M -3% Jun 2021
BHF RG Capital 137k $14M 47% Jun 2021
Gleason Group 136k $13M 0% Jun 2021
Sequoia Financial Advisors 136k $13M -13% Jun 2021
Regal Investment Advisors 133k $13M 100% Jun 2021
Brighton Jones 133k $13M -6% Jun 2021
Asset Dedication 131k $13M 57% Jun 2021
Planned Solutions 130k $13M 3% Jun 2021
Wealth Alliance Advisory Group 129k $13M 2% Sep 2021
Integrated Wealth Concepts 128k $13M 4% Jun 2021
Astoria Strategic Wealth 128k $13M 0% Jun 2021
First Hawaiian Bank 126k $12M 0% Jun 2021
Monument Capital Management 125k $12M -2% Sep 2021
Weatherly Asset Management 125k $12M 1% Jun 2021
Bank of New York Mellon 125k $12M 12% Jun 2021
IHT Wealth Management 124k $12M -5% Jun 2021
Personal Capital Advisors 122k $12M -63% Jun 2021
Alaska Permanent Fund Corp 120k $12M -11% Jun 2021
Bank Hapoalim Bm 51k $16M -68% Jun 2021
Litman Gregory Asset Management 19k $19M -89% Jun 2021
Berman Capital Advisors 221.00 $21k -100% Sep 2021

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

Fund or Company Name Date Sold Shares Held Valued At
Parallel Advisors Jun 2021 3.1M $302M
Doliver Capital Advisors Mar 2021 166k $15M