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 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