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 |
|---|---|---|---|---|---|
| BlackRock | 49M | $5.8B | 12% | Jun 2024 |
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| Wells Fargo & Company | 48M | $5.7B | -1% | Jun 2024 |
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| Morgan Stanley | 11M | $1.3B | 0% | Jun 2024 |
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| Alliancebernstein | 8.8M | $1.0B | -1% | Jun 2024 |
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| Charles Schwab Investment Management | 7.3M | $865M | -7% | Jun 2024 |
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| Wealthfront Advisers | 6.9M | $823M | 35% | Jun 2024 |
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| Bank of America Corporation | 5.7M | $678M | 0% | Jun 2024 |
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| LPL Financial | 4.7M | $564M | 6% | Jun 2024 |
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| Ronald Blue Trust | 3.6M | $430M | 2% | Sep 2024 |
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| SigFig Wealth Management | 3.6M | $429M | 0% | Jun 2024 |
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| Buckingham Asset Management | 3.6M | $424M | 12% | Jun 2024 |
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| Stifel Financial | 3.5M | $417M | 22% | Jun 2024 |
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| Ballentine Partners | 3.5M | $441M | 8% | Sep 2024 |
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| Auto-Owners Insurance | 2.8M | $329M | 0% | Jun 2024 |
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| Cisco Systems | 2.7M | $333M | -15% | Sep 2024 |
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| Parallel Advisors | 2.7M | $315M | -13% | Jun 2024 |
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| AlTi Global | 2.4M | $283M | 8% | Jun 2024 |
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| HPM Partners | 2.2M | $264M | 1% | Jun 2024 |
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| Envestnet Asset Management | 2.2M | $261M | -5% | Jun 2024 |
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| Creative Planning | 2.1M | $270M | -1% | Sep 2024 |
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| _Sentinel Trust Company, LBA______________ | 1.8M | $231M | -2% | Sep 2024 |
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| Hanson McClain Advisors | 1.7M | $210M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.6M | $207M | 22% | Sep 2024 |
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| Commonwealth Equity Services | 1.6M | $202M | -4% | Sep 2024 |
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| Prime Capital Investment Advisors | 1.6M | $189M | -7% | Jun 2024 |
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| TD Capital Management | 1.6M | $186M | -1% | Jun 2024 |
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| Royal Bank of Canada | 1.4M | $172M | 4% | Jun 2024 |
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| Evensky & Katz | 1.3M | $167M | 5% | Sep 2024 |
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| Jpmorgan Chase & Co | 1.3M | $157M | 14% | Jun 2024 |
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| Klaas Financial Asset Advisors | 1.2M | $150M | 1% | Sep 2024 |
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| Cobblestone Capital Advisors | 1.1M | $130M | -2% | Jun 2024 |
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| Mariner Wealth Advisors | 1.1M | $130M | 0% | Jun 2024 |
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| Elm Partners Management | 1.1M | $125M | -3% | Jun 2024 |
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| HighTower Advisors | 1.0M | $124M | -3% | Jun 2024 |
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| Mesirow Financial Investment Management International Equity | 988k | $117M | 1% | Jun 2024 |
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| Kingsview Wealth Management | 973k | $116M | 9% | Jun 2024 |
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| HB Wealth Management | 956k | $120M | -2% | Sep 2024 |
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| Magnolia Capital Advisors | 914k | $1.5M | 100% | Jun 2024 |
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| LJI Wealth Management | 895k | $106M | 6% | Jun 2024 |
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| True Link Financial Advisors | 859k | $102M | 1% | Jun 2024 |
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| Goldstein Advisors | 855k | $102M | 3% | Jun 2024 |
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| Wick Capital Partners | 838k | $100M | 100% | Jun 2024 |
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| Partners Capital Investment Group | 835k | $99M | 146% | Jun 2024 |
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| Johnson Bixby & Associates | 834k | $105M | 0% | Sep 2024 |
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| Claar Advisors | 809k | $96M | 7% | Jun 2024 |
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| Winthrop Advisory Group | 760k | $90M | 6% | Jun 2024 |
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| Duff & Phelps Investment Management | 758k | $90M | 0% | Jun 2024 |
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| Reliant Wealth Planning | 702k | $83M | 0% | Jun 2024 |
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| Fundamentun | 689k | $87M | 19% | Sep 2024 |
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| Jaffetilchin Investment Partners | 680k | $81M | 0% | Jun 2024 |
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| Macquarie Group | 671k | $80M | 13% | Jun 2024 |
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| Zhang Financial | 668k | $84M | -3% | Sep 2024 |
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| Ullmann Financial | 652k | $82M | -1% | Sep 2024 |
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| Raymond James & Associates | 637k | $80M | 1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 617k | $73M | 1% | Jun 2024 |
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| Ancora Advisors | 608k | $72M | 4% | Jun 2024 |
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| Cetera Investment Advisers | 597k | $71M | -6% | Jun 2024 |
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| Massey, Quick & Co | 564k | $71M | -1% | Sep 2024 |
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| Independent Order of Foresters | 550k | $65M | 3% | Jun 2024 |
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| Heritage Wealth Advisors | 534k | $63M | 0% | Jun 2024 |
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| Allen Investment Management | 531k | $63M | 0% | Jun 2024 |
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| Us Bancorp | 517k | $61M | 73% | Jun 2024 |
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| CWM | 506k | $64M | 13% | Sep 2024 |
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| Colony | 506k | $60M | 117% | Jun 2024 |
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| Facet Wealth | 503k | $60M | -6% | Jun 2024 |
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| Mml Investors Services | 502k | $60M | -6% | Jun 2024 |
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| O'Brien Wealth Partners | 487k | $58M | -48% | Jun 2024 |
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| Branch Banking & Trust Company | 483k | $57M | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 469k | $56M | 1% | Jun 2024 |
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| jvl associates | 451k | $57M | -1% | Sep 2024 |
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| Spectrum Strategic Capital Management | 451k | $54M | -3% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 438k | $52M | -2% | Jun 2024 |
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| William Blair $ Company | 436k | $52M | 3% | Jun 2024 |
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| Vantage Financial Partners | 434k | $52M | 4% | Jun 2024 |
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| Mercer Global Advisors | 418k | $50M | 1% | Jun 2024 |
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| Equitable Holdings | 418k | $50M | 4% | Jun 2024 |
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| BKD Wealth Advisors | 412k | $49M | 0% | Jun 2024 |
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| Private Advisor | 396k | $50M | 11% | Sep 2024 |
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| Kestra Advisory Services | 383k | $44M | 7% | Jun 2024 |
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| Rehmann Capital Advisory | 381k | $45M | -3% | Jun 2024 |
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| TRUE Private Wealth Advisors | 372k | $44M | -16% | Jun 2024 |
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| Mission Wealth Management | 371k | $44M | -2% | Jun 2024 |
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| Crestwood Advisors | 371k | $44M | 6% | Jun 2024 |
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| Geneos Wealth Management | 366k | $43M | 4% | Jun 2024 |
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| Regatta Capital Group | 363k | $46M | 25% | Sep 2024 |
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| Pure Financial Advisors | 360k | $43M | -2% | Jun 2024 |
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| Smallwood Wealth Investment Management | 355k | $45M | 2% | Sep 2024 |
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| BLB^B Advisors | 349k | $44M | 2% | Sep 2024 |
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| Truepoint | 348k | $41M | -3% | Jun 2024 |
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| Strategic Point Investment Advisors | 348k | $44M | 0% | Sep 2024 |
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| Pathstone Holdings | 340k | $40M | 5% | Jun 2024 |
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| Apex Investment Services | 330k | $42M | -1% | Sep 2024 |
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| International Assets Investment Management | 329k | $2.6M | 12467% | Sep 2024 |
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| Vatera Holdings | 329k | $39M | -1% | Jun 2024 |
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| Lido Advisors | 296k | $35M | 6% | Jun 2024 |
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| Financial Designs Corp | 296k | $37M | 0% | Sep 2024 |
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| Ironsides Asset Advisors | 295k | $35M | -1% | Jun 2024 |
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| Captrust Financial Advisors | 289k | $34M | 0% | Jun 2024 |
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| Eldridge Investment Advisors | 284k | $34M | 0% | Jun 2024 |
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| CI Private Wealth | 284k | $34M | 2% | Jun 2024 |
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| Pineridge Advisors | 282k | $36M | 11% | Sep 2024 |
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| ValMark Advisers | 279k | $33M | -7% | Jun 2024 |
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| Caprock | 274k | $33M | 0% | Jun 2024 |
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| Cigna Investments Inc /new | 267k | $32M | -2% | Jun 2024 |
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| KM Capital Management | 255k | $30M | 2% | Jun 2024 |
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| Kovitz Investment Group Partners | 242k | $29M | 3% | Jun 2024 |
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| Sendero Wealth Management | 238k | $30M | 0% | Sep 2024 |
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| Monument Capital Management | 231k | $29M | -3% | Sep 2024 |
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| Integrated Wealth Concepts | 225k | $27M | -2% | Jun 2024 |
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| Patton Albertson & Miller | 224k | $27M | -4% | Jun 2024 |
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| Beacon Pointe Advisors | 222k | $26M | -5% | Jun 2024 |
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| Legacy Private Trust | 221k | $28M | -2% | Sep 2024 |
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| Legacy Financial Advisors | 220k | $26M | -1% | Jun 2024 |
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| Northeast Financial Consultants | 219k | $26M | 0% | Jun 2024 |
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| Alaska Permanent Capital Management | 219k | $26M | -2% | Jun 2024 |
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| Aviso Financial | 216k | $26M | 100% | Jun 2024 |
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| Family Wealth Partners | 214k | $27M | 1% | Sep 2024 |
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| BCGM Wealth Management | 213k | $25M | -9% | Jun 2024 |
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| Monashee Investment Management | 211k | $25M | 0% | Jun 2024 |
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| United Capital Financial Advisers | 211k | $25M | -4% | Jun 2024 |
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| Northwest Wealth Management | 210k | $25M | 30% | Jun 2024 |
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| Life Planning Partners | 208k | $25M | 49% | Jun 2024 |
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| Regal Investment Advisors | 203k | $24M | 0% | Jun 2024 |
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| JGP Wealth Management | 203k | $26M | 3% | Sep 2024 |
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| Whitney & Company | 201k | $24M | 0% | Jun 2024 |
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| Advisory Services Network | 196k | $23M | 17% | Jun 2024 |
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| Goldman Sachs Group | 190k | $23M | -13% | Jun 2024 |
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| Benchmark Financial Wealth Advisors | 189k | $23M | -5% | Jun 2024 |
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| Astoria Strategic Wealth | 189k | $24M | -2% | Sep 2024 |
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| Empower Advisory Group | 188k | $22M | -8% | Jun 2024 |
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| Catalyst Private Wealth | 188k | $22M | 55% | Jun 2024 |
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| Dohj | 187k | $23M | -1% | Sep 2024 |
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| Financial Partners Group | 184k | $22M | -1% | Jun 2024 |
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| Durante & Waters | 183k | $22M | -3% | Jun 2024 |
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| Goss Wealth Management | 182k | $22M | 88% | Jun 2024 |
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| Cherrydale Wealth Management | 179k | $23M | 4% | Sep 2024 |
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| Vantage Financial Partners | 178k | $21M | 30% | Jun 2024 |
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| Aletheian Wealth Advisors | 175k | $21M | 4% | Jun 2024 |
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| MontVue Capital Management | 175k | $21M | 4% | Jun 2024 |
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| Atria Wealth Solutions | 170k | $20M | -6% | Jun 2024 |
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| Litman Gregory Asset Management | 167k | $21M | 0% | Sep 2024 |
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| Sweeney & Michel | 167k | $21M | -2% | Sep 2024 |
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| IFP Advisors | 165k | $20M | -1% | Jun 2024 |
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| Stokes Family Office | 164k | $20M | -1% | Jun 2024 |
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| Capstone Financial Advisors | 163k | $19M | -4% | Jun 2024 |
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| Thoroughbred Financial Services | 162k | $19M | 30% | Jun 2024 |
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| Bank of New York Mellon | 162k | $19M | 13% | Jun 2024 |
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| UMA Financial Services | 155k | $20M | -7% | Sep 2024 |
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| Delap Wealth Advisory | 154k | $18M | 1% | Jun 2024 |
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| Heritage Financial Services | 151k | $19M | -5% | Sep 2024 |
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| Disciplina Capital Management | 140k | $7.2M | -86% | Jun 2024 |
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| Monticello Wealth Management | 138k | $16M | -37% | Jun 2024 |
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| Susquehanna International | 84k | $10M | -68% | Jun 2024 |
|
Who sold out of iShares S&P 1500 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Executive Wealth Management | Mar 2024 | 581k | $67M |
| Twin Tree Management | Mar 2024 | 368k | $42M |
| Bp Wealth Management | Jun 2024 | 223k | $27M |