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 | 59M | $7.1B | 6% | Mar 2025 |
|
| BlackRock | 58M | $7.1B | 4% | Mar 2025 |
|
| Betterment | 12M | $1.5B | -3% | Dec 2024 |
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| Wealthfront Advisers | 11M | $1.3B | 107923% | Mar 2025 |
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| Morgan Stanley | 11M | $1.4B | 100% | Dec 2024 |
|
| Alliancebernstein | 9.3M | $1.1B | 3% | Mar 2025 |
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| Bank of America Corporation | 6.0M | $768M | 3% | Dec 2024 |
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| LPL Financial | 5.3M | $641M | 3% | Mar 2025 |
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| Colony | 4.5M | $580M | 8% | Dec 2024 |
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| Buckingham Strategic Partners | 4.1M | $496M | 10% | Mar 2025 |
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| Ronald Blue Trust | 3.8M | $462M | 3% | Mar 2025 |
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| Ballentine Partners | 3.6M | $438M | 2% | Mar 2025 |
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| SigFig Wealth Management | 3.5M | $424M | 0% | Mar 2025 |
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| Auto-Owners Insurance | 2.8M | $176M | -16% | Mar 2025 |
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| Parallel Advisors | 2.6M | $312M | 0% | Mar 2025 |
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| AlTi Global | 2.5M | $310M | 5% | Mar 2025 |
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| Envestnet Asset Management | 2.4M | $296M | 5% | Mar 2025 |
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| Raymond James Financial | 2.4M | $293M | 2% | Mar 2025 |
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| Creative Planning | 2.1M | $262M | 1% | Mar 2025 |
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| Hanson McClain Advisors | 2.1M | $253M | 24% | Mar 2025 |
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| HPM Partners | 2.1M | $256M | -3% | Mar 2025 |
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| Stifel Financial | 2.1M | $269M | 10% | Dec 2024 |
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| Ameriprise Financial | 1.9M | $235M | -5% | Mar 2025 |
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| Mesirow Financial Investment Management International Equity | 1.9M | $233M | 89% | Mar 2025 |
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| Lido Advisors | 1.9M | $243M | 519% | Dec 2024 |
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| Advisor Group Holdings | 1.9M | $229M | 29% | Mar 2025 |
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| _Sentinel Trust Company, LBA______________ | 1.8M | $222M | 1% | Mar 2025 |
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| Cisco Systems | 1.7M | $210M | -16% | Mar 2025 |
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| Commonwealth Equity Services | 1.6M | $205M | -1% | Dec 2024 |
|
| Prime Capital Investment Advisors | 1.6M | $200M | 0% | Dec 2024 |
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| TD Capital Management | 1.5M | $178M | -2% | Mar 2025 |
|
| Evensky & Katz | 1.4M | $178M | 4% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.4M | $166M | 0% | Mar 2025 |
|
| The Allstate Corporation | 1.2M | $150M | -5% | Mar 2025 |
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| Klaas Financial Asset Advisors | 1.2M | $145M | 0% | Mar 2025 |
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| Royal Bank of Canada | 1.2M | $141M | -12% | Mar 2025 |
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| Elm Partners Management | 1.2M | $149M | -3% | Dec 2024 |
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| Mariner Wealth Advisors | 1.1M | $134M | -1% | Mar 2025 |
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| Cobblestone Capital Advisors | 1.1M | $131M | -4% | Mar 2025 |
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| UBS Group | 1.1M | $130M | 2% | Mar 2025 |
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| HighTower Advisors | 1.0M | $134M | -2% | Dec 2024 |
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| LJI Wealth Management | 1.0M | $127M | 5% | Mar 2025 |
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| Rock Creek Group | 995k | $122M | 7% | Mar 2025 |
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| Fundamentun | 987k | $120M | 0% | Mar 2025 |
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| HB Wealth Management | 962k | $117M | 1% | Mar 2025 |
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| True Link Financial Advisors | 960k | $117M | 3% | Mar 2025 |
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| FMR | 959k | $117M | -8% | Mar 2025 |
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| Disciplina Capital Management | 903k | $110M | 4% | Mar 2025 |
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| Wick Capital Partners | 884k | $114M | 1% | Dec 2024 |
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| Claar Advisors | 830k | $107M | 0% | Dec 2024 |
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| Winthrop Advisory Group | 816k | $100M | 0% | Mar 2025 |
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| Jones Financial Companies, L.L | 813k | $99M | 195% | Mar 2025 |
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| Goldstein Advisors | 757k | $92M | -3% | Mar 2025 |
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| Facet Wealth | 752k | $93M | 64% | Mar 2025 |
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| Zhang Financial | 739k | $90M | 11% | Mar 2025 |
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| Johnson Bixby & Associates | 706k | $86M | -15% | Mar 2025 |
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| Jaffetilchin Investment Partners | 683k | $83M | 0% | Mar 2025 |
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| Independent Order of Foresters | 673k | $82M | 0% | Mar 2025 |
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| Cambridge Investment Research Advisors | 658k | $80M | 5% | Mar 2025 |
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| Ancora Advisors | 647k | $83M | 4% | Dec 2024 |
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| Ullmann Financial | 643k | $79M | -1% | Mar 2025 |
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| Cetera Investment Advisers | 590k | $76M | -6% | Dec 2024 |
|
| Us Bancorp | 549k | $67M | -2% | Mar 2025 |
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| CI Private Wealth | 543k | $66M | 105% | Mar 2025 |
|
| Allen Investment Management | 529k | $65M | -1% | Mar 2025 |
|
| Heritage Wealth Advisors | 528k | $64M | 0% | Mar 2025 |
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| Tanager Wealth Management | 525k | $64M | 100% | Mar 2025 |
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| Executive Wealth Management | 516k | $66M | -2% | Dec 2024 |
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| Partners Capital Investment Group | 503k | $65M | -43% | Dec 2024 |
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| Branch Banking & Trust Company | 499k | $61M | 4% | Mar 2025 |
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| Mml Investors Services | 496k | $64M | -2% | Dec 2024 |
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| CWM | 490k | $60M | -4% | Mar 2025 |
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| Massey, Quick & Co | 487k | $59M | -11% | Mar 2025 |
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| William Blair $ Company | 483k | $59M | 1% | Mar 2025 |
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| Cresset Asset Management | 478k | $62M | -12% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 466k | $57M | 0% | Mar 2025 |
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| O'Brien Wealth Partners | 463k | $57M | -2% | Mar 2025 |
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| jvl associates | 461k | $56M | 1% | Mar 2025 |
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| Orion Portfolio Solutions | 448k | $58M | -2% | Dec 2024 |
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| Equitable Holdings | 442k | $57M | -1% | Dec 2024 |
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| Vantage Financial Partners | 437k | $53M | 0% | Mar 2025 |
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| Spectrum Strategic Capital Management | 432k | $53M | -1% | Mar 2025 |
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| Pineridge Advisors | 426k | $52M | 2% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 411k | $53M | -11% | Dec 2024 |
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| Goldman Sachs Group | 410k | $50M | 6% | Mar 2025 |
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| Crestwood Advisors | 407k | $50M | 3% | Mar 2025 |
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| Geneos Wealth Management | 402k | $49M | 12% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 394k | $51M | 103% | Dec 2024 |
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| Kestra Advisory Services | 391k | $50M | 6% | Dec 2024 |
|
| BKD Wealth Advisors | 385k | $47M | -2% | Mar 2025 |
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| Regatta Capital Group | 379k | $46M | 1% | Mar 2025 |
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| Mission Wealth Management | 366k | $45M | 2% | Mar 2025 |
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| Smallwood Wealth Investment Management | 364k | $44M | 3% | Mar 2025 |
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| Capital Analysts | 354k | $46M | -2% | Dec 2024 |
|
| Private Advisor | 347k | $42M | -3% | Mar 2025 |
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| BLB^B Advisors | 346k | $42M | -1% | Mar 2025 |
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| Strategic Point Investment Advisors | 342k | $42M | -2% | Mar 2025 |
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| Pure Financial Advisors | 337k | $41M | 3% | Mar 2025 |
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| Eldridge Investment Advisors | 333k | $43M | 14% | Dec 2024 |
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| Truepoint | 330k | $40M | -3% | Mar 2025 |
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| Apex Investment Services | 326k | $40M | 2% | Mar 2025 |
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| Aviso Financial | 324k | $40M | 37% | Mar 2025 |
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| University of Maryland Foundation | 323k | $40M | 0% | Mar 2025 |
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| Mercer Global Advisors | 322k | $39M | -2% | Mar 2025 |
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| Northwest Wealth Management | 320k | $39M | 9% | Mar 2025 |
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| Friday Financial | 307k | $38M | 15% | Mar 2025 |
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| TRUE Private Wealth Advisors | 297k | $38M | -3% | Dec 2024 |
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| Reliant Wealth Planning | 292k | $36M | -4% | Mar 2025 |
|
| Ironsides Asset Advisors | 289k | $35M | -1% | Mar 2025 |
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| Captrust Financial Advisors | 280k | $34M | 3% | Mar 2025 |
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| Tolleson Wealth Management | 278k | $36M | -3% | Dec 2024 |
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| Caprock | 276k | $36M | 1% | Dec 2024 |
|
| Financial Designs Corp | 271k | $33M | -3% | Mar 2025 |
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| Nicolet Advisory Services | 271k | $31M | -7% | Mar 2025 |
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| Ohio National Investments | 271k | $33M | 71% | Mar 2025 |
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| Family Wealth Partners | 270k | $33M | 6% | Mar 2025 |
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| ValMark Advisers | 266k | $32M | -2% | Mar 2025 |
|
| KM Capital Management | 243k | $30M | -7% | Mar 2025 |
|
| Cigna Investments Inc /new | 242k | $30M | 5% | Mar 2025 |
|
| Alaska Permanent Capital Management | 240k | $29M | -2% | Mar 2025 |
|
| BCGM Wealth Management | 240k | $29M | 24% | Mar 2025 |
|
| Rehmann Capital Advisory | 229k | $28M | -10% | Mar 2025 |
|
| Beacon Pointe Advisors | 227k | $29M | 2% | Dec 2024 |
|
| Dohj | 223k | $27M | 19% | Mar 2025 |
|
| Advisory Services Network | 223k | $29M | 14% | Dec 2024 |
|
| JGP Wealth Management | 218k | $27M | 2% | Mar 2025 |
|
| Catalyst Private Wealth | 214k | $26M | 0% | Mar 2025 |
|
| Sendero Wealth Management | 212k | $26M | 0% | Mar 2025 |
|
| Monashee Investment Management | 211k | $27M | 0% | Dec 2024 |
|
| Legacy Financial Advisors | 211k | $27M | -3% | Dec 2024 |
|
| Patton Albertson & Miller | 207k | $25M | -4% | Mar 2025 |
|
| Whitney & Company | 205k | $26M | 2% | Dec 2024 |
|
| Brady Martz Wealth Solutions | 202k | $25M | 23% | Mar 2025 |
|
| Integrated Wealth Concepts | 196k | $25M | -13% | Dec 2024 |
|
| Macquarie Group | 196k | $24M | -76% | Mar 2025 |
|
| Cherrydale Wealth Management | 195k | $24M | 8% | Mar 2025 |
|
| Prasad Wealth Partners | 195k | $24M | 100% | Mar 2025 |
|
| Goss Wealth Management | 194k | $25M | -2% | Dec 2024 |
|
| Edge Financial Advisors | 192k | $23M | 100% | Mar 2025 |
|
| Life Planning Partners | 186k | $23M | 0% | Mar 2025 |
|
| Durante & Waters | 186k | $23M | 0% | Mar 2025 |
|
| Astoria Strategic Wealth | 185k | $23M | 2% | Mar 2025 |
|
| United Capital Financial Advisers | 182k | $22M | -10% | Mar 2025 |
|
| Squire Investment Management Company | 182k | $22M | 4% | Mar 2025 |
|
| Vident Advisory | 182k | $22M | 3% | Mar 2025 |
|
| Financial Partners Group | 180k | $23M | -1% | Dec 2024 |
|
| Sweeney & Michel | 179k | $19M | 7% | Mar 2025 |
|
| MontVue Capital Management | 176k | $22M | 0% | Mar 2025 |
|
| Thrivent Financial for Lutherans | 176k | $22M | -18% | Mar 2025 |
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| Great Valley Advisor Group | 169k | $21M | -6% | Mar 2025 |
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| Delap Wealth Advisory | 169k | $21M | -6% | Mar 2025 |
|
| Northeast Financial Consultants | 166k | $20M | -25% | Mar 2025 |
|
| Bank of New York Mellon | 164k | $20M | -8% | Mar 2025 |
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| Aletheian Wealth Advisors | 162k | $20M | -8% | Mar 2025 |
|
| Empower Advisory Group | 162k | $20M | -16% | Mar 2025 |
|
| Cynosure Management | 156k | $19M | -16% | Mar 2025 |
|
| Kovitz Investment Group Partners | 138k | $18M | -60% | Dec 2024 |
|
| Benchmark Financial Wealth Advisors | 131k | $16M | -28% | Mar 2025 |
|
| Monument Capital Management | 63k | $7.7M | -72% | Mar 2025 |
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| Legacy Private Trust | 42k | $5.1M | -81% | Mar 2025 |
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