Who owns iShares S&P 1500 Index Fund?
- Ticker: ITOT
- CUSIP Number: 464287150
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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 | 50M | $5.4B | 5% | Dec 2021 | ||
| Amerivest Investment Management | 18M | $1.9B | -4% | Mar 2022 | ||
| Betterment | 9.9M | $1.1B | 1% | Dec 2021 | ||
| Alliancebernstein | 8.0M | $810M | 20% | Mar 2022 | ||
| Morgan Stanley | 7.6M | $0 | 100% | Mar 2022 | ||
| Milliman Financial Risk Management | 5.9M | $591M | -36% | Mar 2022 | ||
| Bank of America Corporation | 5.2M | $559M | 100% | Dec 2021 | ||
| Bp Wealth Management | 4.2M | $428M | -4% | Mar 2022 | ||
| Envestnet Asset Management | 3.9M | $391M | -1% | Mar 2022 | ||
| Thrivent Financial for Lutherans | 3.7M | $373M | 5% | Mar 2022 | ||
| SigFig Wealth Management | 3.5M | $354M | 4% | Mar 2022 | ||
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| Stifel Financial | 3.4M | $343M | -7% | Mar 2022 | ||
| Parallel Advisors | 3.2M | $329M | -2% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 3.0M | $305M | 2% | Mar 2022 | ||
| _Sentinel Trust Company, LBA______________ | 2.4M | $258M | 0% | Dec 2021 | ||
| Cisco Systems | 2.1M | $223M | 100% | Dec 2021 | ||
| Tiedemann Wealth Management | 2.0M | $201M | 21% | Mar 2022 | ||
| Advisor Group Holdings | 1.9M | $191M | -3% | Mar 2022 | ||
| FMR | 1.9M | $190M | 37% | Mar 2022 | ||
| Commonwealth Equity Services | 1.8M | $186M | 3% | Mar 2022 | ||
| TD Capital Management | 1.8M | $180M | 3% | Mar 2022 | ||
| Personal Capital Advisors | 1.6M | $167M | 72% | Dec 2021 | ||
| Hanson McClain Advisors | 1.5M | $148M | 14% | Mar 2022 | ||
| Rock Creek Group | 1.3M | $131M | -22% | Mar 2022 | ||
| Creative Planning | 1.1M | $114M | 82% | Dec 2021 | ||
| Cobblestone Capital Advisors | 1.0M | $101M | 0% | Mar 2022 | ||
| HighTower Advisors | 959k | $103M | 0% | Dec 2021 | ||
| O'Brien Wealth Partners | 945k | $83M | 0% | Mar 2022 | ||
| Northwestern Mutual Wealth Management Company | 873k | $88M | 9% | Mar 2022 | ||
| Mariner Wealth Advisors | 856k | $86M | 7% | Mar 2022 | ||
| TRUE Private Wealth Advisors | 849k | $81M | 35% | Mar 2022 | ||
| Klaas Financial Asset Advisors | 838k | $85M | 6% | Mar 2022 | ||
| The Allstate Corporation | 796k | $80M | -27% | Mar 2022 | ||
| Elm Partners Management | 783k | $79M | 19% | Mar 2022 | ||
| Duff & Phelps Investment Management | 758k | $77M | 0% | Mar 2022 | ||
| Evensky & Katz | 756k | $76M | -8% | Mar 2022 | ||
| Legacy Financial Advisors | 700k | $71M | 3% | Mar 2022 | ||
| Heritage Wealth Advisors | 691k | $70M | -15% | Mar 2022 | ||
| Buckingham Asset Management | 679k | $69M | 153% | Mar 2022 | ||
| Pegasus Partners | 676k | $68M | 16% | Mar 2022 | ||
| Macquarie Group | 674k | $68M | 0% | Mar 2022 | ||
| HB Wealth Management | 651k | $70M | 100% | Dec 2021 | ||
| Ullmann Financial | 634k | $64M | -3% | Mar 2022 | ||
| Jaffetilchin Investment Partners | 626k | $54M | -9% | Mar 2022 | ||
| CLS Investments | 622k | $67M | -10% | Dec 2021 | ||
| Legacy Private Trust | 599k | $61M | -21% | Mar 2022 | ||
| Johnson Bixby & Associates | 595k | $60M | -2% | Mar 2022 | ||
| Reliant Wealth Planning | 585k | $59M | 1% | Mar 2022 | ||
| Prime Capital Investment Advisors | 577k | $62M | -1% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 568k | $61M | 8% | Dec 2021 | ||
| Mml Investors Services | 564k | $57M | 18% | Mar 2022 | ||
| Hsbc Holdings | 560k | $60M | 6% | Dec 2021 | ||
| AE Wealth Management | 541k | $58M | 134% | Dec 2021 | ||
| Raymond James & Associates | 532k | $54M | -1% | Mar 2022 | ||
| Brookstone Capital Management | 506k | $50M | -10% | Mar 2022 | ||
| Winthrop Advisory Group | 503k | $51M | 5% | Mar 2022 | ||
| Ironsides Asset Advisors | 486k | $52M | 1% | Dec 2021 | ||
| Wick Capital Partners | 482k | $49M | 26% | Mar 2022 | ||
| Patton Albertson & Miller | 458k | $46M | 2% | Mar 2022 | ||
| Ancora Advisors | 455k | $42M | -5% | Mar 2022 | ||
| Buckingham Strategic Partners | 454k | $46M | 100% | Mar 2022 | ||
| Financial Partners Group | 440k | $44M | 17% | Mar 2022 | ||
| Aaron Wealth Advisors | 434k | $4.3M | 100% | Mar 2022 | ||
| Mission Wealth Management | 431k | $44M | -4% | Mar 2022 | ||
| Cresset Asset Management | 416k | $44M | 1% | Dec 2021 | ||
| ValMark Advisers | 406k | $41M | -67% | Mar 2022 | ||
| Truepoint | 397k | $40M | -4% | Mar 2022 | ||
| Pure Financial Advisors | 389k | $39M | 0% | Mar 2022 | ||
| Cigna Investments Inc /new | 372k | $38M | -64% | Mar 2022 | ||
| Kestra Advisory Services | 367k | $37M | 3% | Mar 2022 | ||
| Louis-Dreyfus Family Office | 366k | $37M | 4% | Mar 2022 | ||
| Rehmann Capital Advisory | 355k | $38M | 4% | Dec 2021 | ||
| Zhang Financial | 353k | $36M | 47% | Mar 2022 | ||
| Fundamentun | 344k | $35M | 14% | Mar 2022 | ||
| Apex Investment Services | 339k | $34M | 2% | Mar 2022 | ||
| jvl associates | 334k | $36M | 5% | Dec 2021 | ||
| Nicolet Advisory Services | 332k | $33M | 7% | Mar 2022 | ||
| Strategic Point Investment Advisors | 330k | $33M | -1% | Mar 2022 | ||
| MA Private Wealth | 323k | $33M | 2% | Mar 2022 | ||
| William Blair $ Company | 321k | $32M | 17% | Mar 2022 | ||
| Smallwood Wealth Investment Management | 318k | $32M | 100% | Mar 2022 | ||
| Astor Investment Management | 314k | $34M | 100% | Dec 2021 | ||
| Kingsview Wealth Management | 311k | $33M | 12% | Dec 2021 | ||
| Private Advisor | 309k | $33M | 0% | Mar 2022 | ||
| Caprock | 304k | $31M | 7% | Mar 2022 | ||
| Vatera Holdings | 304k | $31M | 166% | Mar 2022 | ||
| Strategic Wealth Advisors | 304k | $31M | 5% | Mar 2022 | ||
| Equitable Holdings | 302k | $31M | 5% | Mar 2022 | ||
| Geneos Wealth Management | 300k | $30M | -4% | Mar 2022 | ||
| Beacon Pointe Advisors | 294k | $30M | 5% | Mar 2022 | ||
| Eldridge Investment Advisors | 291k | $29M | 7% | Mar 2022 | ||
| Hightower 6M Holding | 282k | $28M | 100% | Mar 2022 | ||
| True Link Financial Advisors | 280k | $28M | -4% | Mar 2022 | ||
| Mercer Global Advisors | 260k | $26M | 1% | Mar 2022 | ||
| Regent Peak Wealth Advisors | 258k | $26M | -4% | Mar 2022 | ||
| Divergent Wealth Advisors | 251k | $27M | -9% | Dec 2021 | ||
| Capital Analysts | 248k | $27M | -3% | Dec 2021 | ||
| BLB^B Advisors | 247k | $25M | 3% | Mar 2022 | ||
| Integrated Wealth Concepts | 245k | $25M | 115% | Mar 2022 | ||
| Alaska Permanent Capital Management | 238k | $24M | 1% | Mar 2022 | ||
| BKD Wealth Advisors | 234k | $24M | 26% | Mar 2022 | ||
| Benchmark Financial Wealth Advisors | 230k | $23M | -3% | Mar 2022 | ||
| Cetera Investment Advisers | 227k | $23M | -20% | Mar 2022 | ||
| Stokes Family Office | 222k | $24M | 0% | Dec 2021 | ||
| UMA Financial Services | 218k | $21M | 6% | Mar 2022 | ||
| Executive Wealth Management | 218k | $22M | -62% | Mar 2022 | ||
| 6 Meridian | 212k | $23M | -4% | Dec 2021 | ||
| Crestwood Advisors | 210k | $21M | 1% | Mar 2022 | ||
| Sigma Planning | 206k | $21M | -1% | Mar 2022 | ||
| Monticello Wealth Management | 195k | $20M | 40% | Mar 2022 | ||
| HYA Advisors | 193k | $20M | 3% | Mar 2022 | ||
| Litman Gregory Asset Management | 193k | $21M | -8% | Dec 2021 | ||
| Us Bancorp | 191k | $19M | -11% | Mar 2022 | ||
| Whitney & Company | 191k | $19M | 0% | Mar 2022 | ||
| Keystone Financial Group | 189k | $19M | 6% | Mar 2022 | ||
| Newman & Schimel | 185k | $19M | 2% | Mar 2022 | ||
| Captrust Financial Advisors | 185k | $19M | 68% | Mar 2022 | ||
| CliftonLarsonAllen Wealth Advisors | 181k | $18M | -10% | Mar 2022 | ||
| CWM | 171k | $17M | -1% | Mar 2022 | ||
| Koshinski Asset Management | 166k | $17M | 3% | Mar 2022 | ||
| Bank of New York Mellon | 163k | $17M | -12% | Mar 2022 | ||
| Outlook Wealth Advisors | 162k | $16M | -11% | Mar 2022 | ||
| Catalyst Private Wealth | 161k | $17M | 13% | Dec 2021 | ||
| Briggs Advisory Group | 160k | $16M | 67% | Mar 2022 | ||
| Tortoise Investment Management | 156k | $16M | -2% | Mar 2022 | ||
| Aft, Forsyth & Sober | 156k | $16M | 0% | Mar 2022 | ||
| Sugarloaf Wealth Management | 156k | $16M | 1% | Mar 2022 | ||
| McElhenny Sheffield Capital Management | 154k | $16M | -1% | Mar 2022 | ||
| Capstone Financial Advisors | 152k | $15M | 16% | Mar 2022 | ||
| Advisory Services Network | 152k | $15M | -50% | Mar 2022 | ||
| Spire Wealth Management | 150k | $16M | 5% | Dec 2021 | ||
| Wealth Alliance Advisory Group | 146k | $16M | 14% | Dec 2021 | ||
| Northern Trust | 146k | $15M | -1% | Mar 2022 | ||
| Branch Banking & Trust Company | 146k | $15M | -42% | Mar 2022 | ||
| Life Planning Partners | 146k | $14M | 5% | Mar 2022 | ||
| Central Trust & Investment | 145k | $15M | 82% | Mar 2022 | ||
| Astoria Strategic Wealth | 145k | $15M | 15% | Mar 2022 | ||
| Brighton Jones | 142k | $14M | 0% | Mar 2022 | ||
| Regal Investment Advisors | 141k | $14M | 2% | Mar 2022 | ||
| Gleason Group | 138k | $14M | 1% | Mar 2022 | ||
| Facet Wealth | 135k | $14M | -1% | Dec 2021 | ||
| Thoroughbred Financial Services | 132k | $13M | 8% | Mar 2022 | ||
| Sequoia Financial Advisors | 130k | $13M | -1% | Mar 2022 | ||
| RGT Capital Management | 130k | $13M | -6% | Mar 2022 | ||
| Family Management Corporation | 130k | $14M | 20% | Dec 2021 | ||
| Weatherly Asset Management | 129k | $13M | 3% | Mar 2022 | ||
| Planned Solutions | 129k | $13M | -7% | Mar 2022 | ||
| Asset Dedication | 129k | $13M | -1% | Mar 2022 | ||
| First Hawaiian Bank | 124k | $13M | -1% | Mar 2022 | ||
| Jpmorgan Chase & Co | 121k | $12M | 210% | Mar 2022 | ||
| Monument Capital Management | 117k | $12M | -5% | Mar 2022 | ||
| BDO Wealth Advisors | 115k | $12M | -56% | Mar 2022 | ||
| Jane Street | 89k | $9.0M | -33% | Mar 2022 | ||
| Wealth Management Solutions | 70k | $7.0M | -63% | Mar 2022 | ||
| Bank Hapoalim Bm | 65k | $6.6M | -59% | Mar 2022 | ||
| Bnp Paribas Arbitrage, Snc | 13k | $1.3M | -92% | Mar 2022 | ||
Who sold out of iShares S&P 1500 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Parametric Portfolio Associates | Sep 2021 | 2.4M | $235M |
| First Quadrant | Dec 2021 | 604k | $65M |
| Ergoteles | Sep 2021 | 440k | $14M |
| Huntington Asset Advisors | Sep 2021 | 258k | $25M |
| BHF RG Capital | Sep 2021 | 155k | $15M |
| Jackson Wealth Management | Dec 2021 | 145k | $16M |
| Unitrin | Dec 2021 | 131k | $14M |