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 $3.6B 16% Mar 2021
BlackRock 36M $3.3B 25% Mar 2021
Amerivest Investment Management 19M $0 0% Mar 2021
Betterment 10M $949M -1% Mar 2021
Milliman Financial Risk Management 8.9M $811M 5% Mar 2021
Alliancebernstein 5.7M $521M 15% Mar 2021
Bank of America Corporation 4.9M $451M -1% Mar 2021
Bp Wealth Management 4.7M $427M 1% Mar 2021
Stifel Financial 4.0M $365M -13% Mar 2021
Envestnet Asset Management 3.8M $346M 5% Mar 2021
Thrivent Financial for Lutherans 3.3M $306M 6% Mar 2021

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Raymond James Financial Services Advisors 3.3M $301M 2% Mar 2021
Parallel Advisors 2.9M $267M 7% Mar 2021
SigFig Wealth Management 2.9M $262M 10% Mar 2021
LPL Financial 2.6M $237M 6% Mar 2021
Parametric Portfolio Associates 2.2M $199M 7% Mar 2021
Ameriprise Financial 1.9M $178M -3% Mar 2021
The Allstate Corporation 1.8M $163M -23% Mar 2021
UBS Group 1.7M $159M 0% Mar 2021
TD Capital Management 1.7M $153M 0% Mar 2021
Commonwealth Equity Services 1.6M $148M 0% Mar 2021
Advisor Group Holdings 1.6M $148M 3% Mar 2021
Norinchukin Bank, The 1.6M $145M 0% Mar 2021
Tiedemann Wealth Management 1.4M $131M 6% Mar 2021
Independent Order of Foresters 1.4M $130M -9% Mar 2021
Macquarie Group 1.4M $130M -9% Mar 2021
Rock Creek Group 1.3M $121M 100% Mar 2021
Ballentine Partners 1.3M $119M 1% Mar 2021
Hanson McClain Advisors 1.2M $108M 9% Mar 2021
Cigna Investments Inc /new 1.1M $102M 24% Mar 2021
ValMark Advisers 1.1M $100M 7% Mar 2021
Cobblestone Capital Advisors 1.0M $92M 1% Mar 2021
Duff & Phelps Investment Management 985k $90M 0% Mar 2021
O'Brien Wealth Partners 938k $89M -1% Mar 2021
TRUE Private Wealth Advisors 929k $85M -2% Mar 2021
HighTower Advisors 868k $79M 10% Mar 2021
Heritage Wealth Advisors 822k $75M -1% Mar 2021
Legacy Financial Advisors 820k $75M 4% Mar 2021
CLS Investments 718k $66M 1407% Mar 2021
Klaas Financial Asset Advisors 717k $66M 4% Mar 2021
Royal Bank of Canada 682k $62M -1% Mar 2021
First Quadrant 669k $61M -4% Mar 2021
Cambridge Investment Research Advisors 665k $61M -6% Mar 2021
Elm Partners Management 653k $60M 0% Mar 2021
Brookstone Capital Management 649k $59M -11% Mar 2021
Creative Planning 625k $57M 1% Mar 2021
Executive Wealth Management 614k $56M -13% Mar 2021
Prime Capital Investment Advisors 606k $56M -3% Mar 2021
Jaffetilchin Investment Partners 592k $54M -13% Mar 2021
Reliant Wealth Planning 590k $54M 1% Mar 2021
Strategic Wealth Advisors 586k $54M 6% Mar 2021
Ullmann Financial 574k $53M 5% Mar 2021
Johnson Bixby & Associates 571k $52M 3% Mar 2021
Evensky & Katz 550k $50M 31% Mar 2021
Northwestern Mutual Wealth Management Company 546k $50M 5% Mar 2021
PFM Asset Management 545k $50M -37% Mar 2021
Raymond James & Associates 512k $47M 7% Mar 2021
Mission Wealth Management 509k $47M -5% Mar 2021
United Capital Financial Advisers 506k $46M -2% Mar 2021
Ironsides Asset Advisors 478k $44M 12% Mar 2021
Pathstone Family Office 467k $43M 17% Mar 2021
Truepoint 459k $42M -1% Mar 2021
Ancora Advisors 455k $42M 2% Mar 2021
Patton Albertson & Miller 444k $41M 0% Mar 2021
Pure Financial Advisors 422k $39M -1% Mar 2021
Hsbc Holdings 416k $38M 44% Mar 2021
Partners Capital Investment Group 403k $37M 100% Mar 2021
Legacy Private Trust 383k $35M -3% Mar 2021
Equitable Holdings 367k $34M -2% Mar 2021
Cresset Asset Management 365k $34M -1% Mar 2021
Winthrop Advisory Group 356k $33M 32% Mar 2021
FMR 355k $33M -64% Mar 2021
AdvicePeriod 355k $33M -2% Mar 2021
Calton & Associates 347k $32M 5% Mar 2021
Rehmann Capital Advisory 340k $31M 1% Mar 2021
Mariner Wealth Advisors 337k $31M -3% Mar 2021
Kestra Advisory Services 333k $31M -12% Mar 2021
Financial Partners Group 331k $30M 1% Mar 2021
Personal Capital Advisors 330k $30M -20% Mar 2021
Strategic Point Investment Advisors 328k $30M 0% Mar 2021
Apex Investment Services 324k $30M -1% Mar 2021
MA Private Wealth 320k $29M -11% Mar 2021
BDO Wealth Advisors 308k $28M -15% Mar 2021
Geneos Wealth Management 303k $29M 0% Mar 2021
Nicolet Advisory Services 296k $27M 7% Mar 2021
True Link Financial Advisors 283k $26M -2% Mar 2021
Private Advisor 280k $26M 7% Mar 2021
William Blair $ Company 279k $26M 3% Mar 2021
Eldridge Investment Advisors 275k $25M 2% Mar 2021
Mml Investors Services 262k $24M 6% Mar 2021
Divergent Wealth Advisors 260k $24M 0% Mar 2021
Cetera Investment Advisers 258k $24M -1% Mar 2021
Regent Peak Wealth Advisors 253k $23M 6% Mar 2021
Alaska Permanent Capital Management 246k $23M 33% Mar 2021
Caprock 245k $22M 0% Mar 2021
Branch Banking & Trust Company 238k $22M 1% Mar 2021
BLB^B Advisors 233k $21M -1% Mar 2021
6 Meridian 232k $21M -3% Mar 2021
Advisory Services Network 225k $20M -11% Mar 2021
Zhang Financial 224k $21M 12% Mar 2021
CliftonLarsonAllen Wealth Advisors 223k $20M -10% Mar 2021
Stokes Family Office 223k $20M -7% Mar 2021
Sigma Planning 214k $20M -5% Mar 2021
Crestwood Advisors 199k $18M 5% Mar 2021
UMA Financial Services 195k $18M 1% Mar 2021
Benchmark Financial Wealth Advisors 194k $18M -1% Mar 2021
Tolleson Wealth Management 192k $18M 3% Mar 2021
HYA Advisors 191k $18M 7% Mar 2021
BKD Wealth Advisors 187k $17M 0% Mar 2021
Mercer Global Advisors 186k $17M 88% Mar 2021
Unitrin 186k $17M 0% Mar 2021
Whitney & Company 182k $17M 3% Mar 2021
Litman Gregory Asset Management 181k $17M -59% Mar 2021
Professional Financial Advisors 181k $17M 6078% Mar 2021
Keystone Financial Group 174k $16M 4% Mar 2021
Newman & Schimel 170k $16M 24% Mar 2021
Doliver Capital Advisors 166k $15M 138% Mar 2021
Kingsview Wealth Management 162k $15M 100% Mar 2021
Bank Hapoalim Bm 157k $14M 100% Mar 2021
Sequoia Financial Advisors 156k $14M -4% Mar 2021
CWM 155k $14M 0% Mar 2021
Facet Wealth 155k $14M -10% Mar 2021
Tortoise Investment Management 153k $14M 0% Mar 2021
Aft, Forsyth & Sober 150k $14M 104% Mar 2021
Capstone Financial Advisors 146k $13M 0% Mar 2021
Fundamentun 142k $13M 4% Mar 2021
Brighton Jones 141k $13M -1% Mar 2021
Gleason Group 136k $13M -3% Mar 2021
Alaska Permanent Fund Corp 135k $12M 0% Mar 2021
Monument Capital Management 131k $12M -2% Mar 2021
Astoria Strategic Wealth 128k $12M -1% Mar 2021
Planned Solutions 127k $12M 0% Mar 2021
First Hawaiian Bank 126k $12M 0% Mar 2021
Wealth Alliance Advisory Group 125k $11M -1% Mar 2021
Kerntke Otto McGlone Wealth Management Group 124k $11M -1% Mar 2021
Koshinski Asset Management 124k $11M 10% Mar 2021
Weatherly Asset Management 124k $11M -1% Mar 2021
Argent Trust 123k $11M -8% Mar 2021
Integrated Wealth Concepts 123k $11M -1% Mar 2021
Fure Financial Corp 120k $11M 3% Mar 2021
Catalyst Private Wealth 119k $11M 12% Mar 2021
IFP Advisors 119k $11M -1% Mar 2021
Spire Wealth Management 118k $11M 100% Mar 2021
Jane Street 116k $11M 917% Mar 2021
Outlook Wealth Advisors 112k $10M 9% Mar 2021
Bank of New York Mellon 112k $10M 1% Mar 2021
Wagner Bowman Management 111k $10M 0% Mar 2021
Financeware 108k $9.9M -6% Mar 2021
Luther King Capital Management Corporation 104k $9.5M -38% Mar 2021
Greenleaf Trust 102k $9.4M -4% Mar 2021
AE Wealth Management 101k $9.2M -14% Mar 2021
Stratos Wealth Advisors 99k $9.0M -16% Mar 2021
Family Management Corporation 86k $7.8M -31% Mar 2021
Asset Dedication 83k $7.6M -27% Mar 2021
Goldman Sachs Group 50k $4.6M -52% Mar 2021
FormulaFolio Investments 2.2k $210k -100% Mar 2021
Sugarloaf Wealth Management 103.00 $13M -100% Mar 2021

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

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 6.1M $527M
Regal Investment Advisors Dec 2020 178k $15M