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 51M $4.2B -1% Jun 2022
BlackRock 46M $3.8B 100% Jun 2022
Envestnet Asset Management 19M $1.6B 400% Jun 2022
Amerivest Investment Management 19M $1.6B 4% Jun 2022
Betterment 12M $1.0B 4% Jun 2022
Advisor Group Holdings 9.9M $829M 422% Jun 2022
Alliancebernstein 8.4M $701M 4% Jun 2022
Morgan Stanley 7.6M $0 100% Mar 2022
Bank of America Corporation 5.7M $481M 100% Jun 2022
Milliman Financial Risk Management 4.3M $363M -26% Jun 2022
Bp Wealth Management 3.9M $324M -9% Jun 2022

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SigFig Wealth Management 3.8M $321M 9% Jun 2022
FMR 3.5M $290M 84% Jun 2022
Stifel Financial 3.4M $343M 16% Mar 2022
Parallel Advisors 3.1M $263M -2% Jun 2022
Personal Capital Advisors 3.1M $263M 129% Jun 2022
LPL Financial 3.0M $251M -4% Jun 2022
Raymond James Financial Services Advisors 3.0M $250M -1% Jun 2022
Creative Planning 2.9M $247M 164% Jun 2022
Parametric Portfolio Associates 2.4M $245M 4% Mar 2022
_Sentinel Trust Company, LBA______________ 2.3M $190M -8% Jun 2022
Cisco Systems 2.1M $177M 0% Jun 2022
Orion Portfolio Solutions 2.1M $176M 49526% Jun 2022
Ballentine Partners 1.9M $163M 27% Jun 2022
Commonwealth Equity Services 1.9M $159M 3% Jun 2022
TD Capital Management 1.8M $153M 2% Jun 2022
UBS Group 1.8M $149M 11% Jun 2022
Rock Creek Group 1.7M $143M 31% Jun 2022
Ameriprise Financial 1.6M $154M -17% Mar 2022
Hanson McClain Advisors 1.4M $119M -3% Jun 2022
Cobblestone Capital Advisors 1.0M $87M 4% Jun 2022
HighTower Advisors 962k $81M 3% Jun 2022
O'Brien Wealth Partners 949k $80M 0% Jun 2022
Klaas Financial Asset Advisors 909k $76M 9% Jun 2022
TRUE Private Wealth Advisors 863k $72M 2% Jun 2022
Mariner Wealth Advisors 856k $86M 7% Mar 2022
Buckingham Asset Management 855k $72M 26% Jun 2022
Buckingham Strategic Partners 841k $71M 85% Jun 2022
The Allstate Corporation 796k $80M -8% Mar 2022
Evensky & Katz 775k $65M 2% Jun 2022
Duff & Phelps Investment Management 758k $64M 0% Jun 2022
Pegasus Partners 755k $63M 12% Jun 2022
Legacy Financial Advisors 730k $61M 4% Jun 2022
Northwestern Mutual Wealth Management Company 707k $59M -19% Jun 2022
Ullmann Financial 703k $59M 11% Jun 2022
Heritage Wealth Advisors 691k $58M 0% Jun 2022
SCS Capital Management 678k $57M 100% Jun 2022
HB Wealth Management 676k $57M 4% Jun 2022
Mml Investors Services 667k $56M 18% Jun 2022
Johnson Bixby & Associates 657k $55M 10% Jun 2022
Prime Capital Investment Advisors 646k $54M 12% Jun 2022
Elm Partners Management 628k $53M -20% Jun 2022
Jaffetilchin Investment Partners 626k $54M -9% Mar 2022
AE Wealth Management 622k $52M 93% Jun 2022
Legacy Private Trust 619k $52M 3% Jun 2022
Hsbc Holdings 608k $51M 2% Jun 2022
Raymond James & Associates 591k $50M 11% Jun 2022
CLS Investments 589k $49M -3% Jun 2022
Independent Order of Foresters 584k $49M -13% Jun 2022
Macquarie Group 584k $49M -13% Jun 2022
Reliant Wealth Planning 578k $48M -1% Jun 2022
Cambridge Investment Research Advisors 559k $47M 11% Jun 2022
Zhang Financial 542k $45M 54% Jun 2022
Ancora Advisors 542k $45M 3% Jun 2022
Kestra Advisory Services 523k $44M 43% Jun 2022
Wick Capital Partners 504k $42M 5% Jun 2022
Winthrop Advisory Group 496k $42M -1% Jun 2022
Financial Partners Group 445k $37M 1% Jun 2022
Massey, Quick & Co 444k $41M 100% Jun 2022
Thrivent Financial for Lutherans 439k $37M -88% Jun 2022
United Capital Financial Advisers 435k $37M -6% Jun 2022
Patton Albertson & Miller 435k $36M -5% Jun 2022
Pure Financial Advisors 433k $36M 11% Jun 2022
Pathstone Family Office 430k $43M -9% Mar 2022
Cresset Asset Management 424k $43M 2% Mar 2022
Mission Wealth Management 419k $35M -3% Jun 2022
Vatera Holdings 402k $34M 32% Jun 2022
jvl associates 389k $33M -14% Jun 2022
Louis-Dreyfus Family Office 387k $32M 6% Jun 2022
Truepoint 387k $32M -3% Jun 2022
Brookstone Capital Management 384k $33M -24% Jun 2022
ValMark Advisers 378k $32M -7% Jun 2022
Fundamentun 377k $32M 10% Jun 2022
Cigna Investments Inc /new 372k $38M -63% Mar 2022
Kingsview Wealth Management 371k $31M 19% Jun 2022
Rehmann Capital Advisory 362k $30M 1% Jun 2022
Apex Investment Services 347k $29M 2% Jun 2022
Nicolet Advisory Services 340k $29M 2% Jun 2022
Ironsides Asset Advisors 340k $28M -23% Jun 2022
Cetera Investment Advisers 337k $28M 49% Jun 2022
Strategic Point Investment Advisors 333k $28M 1% Jun 2022
Smallwood Wealth Investment Management 330k $28M 4% Jun 2022
William Blair $ Company 328k $28M 2% Jun 2022
Caprock 321k $27M 5% Jun 2022
True Link Financial Advisors 319k $27M 14% Jun 2022
BKD Wealth Advisors 308k $26M 32% Jun 2022
Equitable Holdings 302k $31M 5% Mar 2022
Strategic Wealth Advisors 298k $26M -2% Jun 2022
Geneos Wealth Management 277k $23M -8% Jun 2022
Eldridge Investment Advisors 275k $23M -6% Jun 2022
ShoreHaven Wealth Partners 274k $23M 69% Jun 2022
Hightower 6M Holding 274k $23M -3% Jun 2022
Regent Peak Wealth Advisors 271k $23M 5% Jun 2022
Claraphi Advisory Network 255k $21M 100% Jun 2022
BLB^B Advisors 253k $21M 2% Jun 2022
Private Advisor 251k $21M -4% Jun 2022
Beacon Pointe Advisors 249k $21M -15% Jun 2022
Capital Analysts 241k $20M -2% Jun 2022
National Asset Management 241k $20M 314% Jun 2022
Crestwood Advisors 239k $20M 14% Jun 2022
Divergent Wealth Advisors 238k $20M -4% Jun 2022
55i 234k $20M 161% Jun 2022
Capstone Financial Advisors 234k $20M 53% Jun 2022
Mercer Global Advisors 233k $20M -10% Jun 2022
Stokes Family Office 231k $19M 5% Jun 2022
Briggs Advisory Group 227k $19M 42% Jun 2022
Alaska Permanent Capital Management 225k $19M -6% Jun 2022
MA Private Wealth 223k $19M -31% Jun 2022
Integrated Wealth Concepts 220k $18M -10% Jun 2022
Plan 216k $18M 170% Jun 2022
Benchmark Financial Wealth Advisors 214k $18M -7% Jun 2022
Partners Capital Investment Group 212k $21M 14% Mar 2022
Stratos Wealth Partners 209k $18M 55% Jun 2022
Heritage Financial Services 203k $17M 2% Jun 2022
Monticello Wealth Management 202k $17M 4% Jun 2022
Newman & Schimel 199k $17M 7% Jun 2022
Advisory Services Network 198k $16M 30% Jun 2022
Us Bancorp 197k $17M 3% Jun 2022
Executive Wealth Management 197k $17M -10% Jun 2022
Whitney & Company 196k $16M 3% Jun 2022
Keystone Financial Group 196k $16M 3% Jun 2022
UMA Financial Services 195k $18M -11% Jun 2022
Litman Gregory Asset Management 191k $16M -1% Jun 2022
Astoria Strategic Wealth 189k $16M 30% Jun 2022
HYA Advisors 188k $16M -3% Jun 2022
Wealth Alliance Advisory Group 186k $16M 36% Jun 2022
Captrust Financial Advisors 183k $15M -1% Jun 2022
Sigma Planning 181k $15M -12% Jun 2022
IFP Advisors 179k $11M 0% Jun 2022
CliftonLarsonAllen Wealth Advisors 177k $15M -2% Jun 2022
First Republic Investment Management 167k $14M -36% Jun 2022
Koshinski Asset Management 166k $14M 0% Jun 2022
Centennial Wealth Advisory 164k $14M 100% Jun 2022
Bank of New York Mellon 163k $17M -12% Mar 2022
Tortoise Investment Management 162k $14M 4% Jun 2022
Tolleson Wealth Management 159k $16M -13% Mar 2022
Aft, Forsyth & Sober 154k $13M -1% Jun 2022
Family Management Corporation 153k $16M 18% Mar 2022
Northern Trust 153k $13M 5% Jun 2022
Jane Street 152k $13M 71% Jun 2022
Outlook Wealth Advisors 142k $12M -12% Jun 2022
Spire Wealth Management 127k $11M -26% Jun 2022
CWM 51k $4.3M -70% Jun 2022
CFS Investment Advisory Services 34k $2.8M -99% Jun 2022
Aaron Wealth Advisors 18k $1.5M -96% Jun 2022
Sugarloaf Wealth Management 16k $1.3M -90% Jun 2022

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

Fund or Company Name Date Sold Shares Held Valued At
Tiedemann Wealth Management Mar 2022 2.0M $201M
Norinchukin Bank, The Mar 2022 1.6M $160M
First Quadrant Dec 2021 604k $65M
McElhenny Sheffield Capital Management Mar 2022 154k $16M