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 34M $2.9B -4% Dec 2020
BlackRock 29M $2.5B 22% Dec 2020
Amerivest Investment Management 19M $0 -4% Dec 2020
Betterment 11M $902M -1% Dec 2020
Milliman Financial Risk Management 8.5M $730M 15% Dec 2020
Morgan Stanley 6.1M $527M 66% Dec 2020
Bank of America Corporation 5.0M $427M -1% Dec 2020
Alliancebernstein 4.9M $425M 4% Dec 2020
Bp Wealth Management 4.6M $398M 1% Dec 2020
Stifel Financial 4.6M $397M 15% Dec 2020
Envestnet Asset Management 3.6M $309M 4% Dec 2020

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Raymond James Financial Services Advisors 3.2M $278M 12% Dec 2020
Thrivent Financial for Lutherans 3.1M $271M 6% Dec 2020
Parallel Advisors 2.7M $235M 4% Dec 2020
SigFig Wealth Management 2.6M $224M 6% Dec 2020
_Sentinel Trust Company, LBA______________ 2.5M $218M -1% Dec 2020
LPL Financial 2.4M $211M 11% Dec 2020
The Allstate Corporation 2.3M $200M 4% Dec 2020
Parametric Portfolio Associates 2.0M $175M 0% Dec 2020
Ameriprise Financial 2.0M $173M 21% Dec 2020
UBS Group 1.7M $150M -3% Dec 2020
TD Capital Management 1.7M $144M 1% Dec 2020
Commonwealth Equity Services 1.6M $140M -16% Dec 2020
Norinchukin Bank, The 1.6M $137M 0% Dec 2020
Advisor Group Holdings 1.6M $135M -28% Dec 2020
Independent Order of Foresters 1.6M $134M 0% Dec 2020
Macquarie Group 1.6M $134M 0% Dec 2020
Tiedemann Wealth Management 1.4M $117M -1% Dec 2020
Ballentine Partners 1.3M $111M 0% Dec 2020
Hanson McClain Advisors 1.1M $93M 2% Dec 2020
ValMark Advisers 1.0M $88M 5% Dec 2020
FMR 999k $86M -61% Dec 2020
Cobblestone Capital Advisors 996k $86M 0% Dec 2020
Duff & Phelps Investment Management 985k $85M 1% Dec 2020
O'Brien Wealth Partners 950k $84M 1% Dec 2020
TRUE Private Wealth Advisors 948k $82M -6% Dec 2020
Cigna Investments Inc /new 900k $78M 21% Dec 2020
PFM Asset Management 864k $75M -3% Dec 2020
Heritage Wealth Advisors 831k $72M 140% Dec 2020
HighTower Advisors 789k $68M 7% Dec 2020
Legacy Financial Advisors 789k $68M 73% Dec 2020
Brookstone Capital Management 725k $63M 8% Dec 2020
Cambridge Investment Research Advisors 708k $61M -5% Dec 2020
Executive Wealth Management 706k $61M -3% Dec 2020
First Quadrant 700k $60M -6% Dec 2020
Klaas Financial Asset Advisors 692k $60M 100% Dec 2020
Royal Bank of Canada 686k $59M 63% Dec 2020
Jaffetilchin Investment Partners 677k $58M 5% Dec 2020
Homrich Berg 674k $58M -1% Dec 2020
Elm Partners Management 652k $56M -2% Dec 2020
Prime Capital Investment Advisors 623k $54M -12% Dec 2020
Creative Planning 617k $53M 0% Dec 2020
Reliant Wealth Planning 582k $50M -1% Dec 2020
Johnson Bixby & Associates 552k $48M 100% Dec 2020
Strategic Wealth Advisors 550k $47M 1585% Dec 2020
Evensky & Katz 550k $50M 31% Mar 2021
Capital Analysts 547k $47M -8% Dec 2020
Ullmann Financial 547k $47M -1% Dec 2020
FormulaFolio Investments 541k $47M 12070% Dec 2020
Mission Wealth Management 534k $46M -2% Dec 2020
Northwestern Mutual Wealth Management Company 521k $45M 14% Dec 2020
United Capital Financial Advisers 518k $45M -3% Dec 2020
Raymond James & Associates 479k $41M 24% Dec 2020
Truepoint 463k $40M -3% Dec 2020
Ancora Advisors 448k $39M 1% Dec 2020
Patton Albertson & Miller 445k $41M 6% Dec 2020
Litman Gregory Asset Management 441k $38M 1% Dec 2020
Ironsides Asset Advisors 426k $37M 0% Dec 2020
Pure Financial Advisors 422k $39M -1% Mar 2021
Personal Capital Advisors 410k $35M 248% Dec 2020
Pathstone Family Office 399k $34M 0% Dec 2020
Legacy Private Trust 383k $35M -3% Mar 2021
Kestra Advisory Services 381k $33M 14% Dec 2020
Equitable Holdings 375k $32M 4% Dec 2020
Cresset Asset Management 368k $32M 0% Dec 2020
AdvicePeriod 363k $31M 9% Dec 2020
BDO Wealth Advisors 361k $31M -2% Dec 2020
Beacon Pointe Advisors 359k $31M 1970% Dec 2020
MA Private Wealth 358k $31M 31% Dec 2020
Mariner Wealth Advisors 349k $30M 11% Dec 2020
Rehmann Capital Advisory 337k $29M -3% Dec 2020
Calton & Associates 330k $28M 70% Dec 2020
Financial Partners Group 329k $29M 5% Dec 2020
Strategic Point Investment Advisors 328k $29M 0% Dec 2020
Apex Investment Services 327k $28M 2% Dec 2020
Hsbc Holdings 289k $25M 18% Dec 2020
True Link Financial Advisors 287k $25M 100% Dec 2020
Nicolet Advisory Services 278k $24M 12% Dec 2020
William Blair $ Company 271k $23M 9% Dec 2020
Winthrop Advisory Group 270k $23M 21% Dec 2020
Eldridge Investment Advisors 269k $23M 3% Dec 2020
Private Advisor 262k $23M 32% Dec 2020
Cetera Investment Advisers 261k $23M 549% Dec 2020
Divergent Wealth Advisors 261k $23M -1% Dec 2020
Advisory Services Network 253k $22M 6% Dec 2020
CliftonLarsonAllen Wealth Advisors 248k $21M -2% Dec 2020
Mml Investors Services 246k $21M 4% Dec 2020
Caprock 245k $21M 23% Dec 2020
Stokes Family Office 241k $21M 4% Dec 2020
Regent Peak Wealth Advisors 239k $21M -5% Dec 2020
6 Meridian 239k $21M 100% Dec 2020
Branch Banking & Trust Company 237k $20M -1% Dec 2020
BLB^B Advisors 236k $20M 13% Dec 2020
Sigma Planning 225k $19M -2% Dec 2020
Zhang Financial 200k $17M -1% Dec 2020
Benchmark Financial Wealth Advisors 196k $17M 5% Dec 2020
UMA Financial Services 195k $18M 1% Mar 2021
Crestwood Advisors 190k $16M 3% Dec 2020
Tolleson Wealth Management 187k $16M 9% Dec 2020
BKD Wealth Advisors 187k $16M -4% Dec 2020
Unitrin 186k $16M 0% Dec 2020
Alaska Permanent Capital Management 185k $16M 0% Dec 2020
Regal Investment Advisors 178k $15M 100% Dec 2020
HYA Advisors 178k $15M 4% Dec 2020
Whitney & Company 176k $16M -4% Dec 2020
Newman & Schimel 170k $16M 24% Mar 2021
Luther King Capital Management Corporation 168k $15M -56% Dec 2020
Keystone Financial Group 167k $14M 5% Dec 2020
Sequoia Financial Advisors 162k $14M -2% Dec 2020
Sugarloaf Wealth Management 161k $14M 7% Dec 2020
CWM 155k $13M -1% Dec 2020
Tortoise Investment Management 153k $13M -2% Dec 2020
Capstone Financial Advisors 146k $13M -1% Dec 2020
Brighton Jones 142k $12M -2% Dec 2020
Gleason Group 140k $12M -1% Dec 2020
Fundamentun 137k $12M -3% Dec 2020
Alaska Permanent Fund Corp 135k $12M 0% Dec 2020
Argent Trust 133k $12M -18% Dec 2020
Monument Capital Management 131k $12M -2% Mar 2021
Astoria Strategic Wealth 130k $11M -3% Dec 2020
Planned Solutions 126k $11M 4% Dec 2020
Wealth Alliance Advisory Group 126k $11M 69% Dec 2020
First Hawaiian Bank 126k $12M 0% Mar 2021
Kerntke Otto McGlone Wealth Management Group 126k $11M 7% Dec 2020
Family Management Corporation 125k $11M -9% Dec 2020
Weatherly Asset Management 125k $11M 4% Dec 2020
Integrated Wealth Concepts 124k $11M -62% Dec 2020
IFP Advisors 121k $10M -2% Dec 2020
Stratos Wealth Advisors 117k $10M 1479% Dec 2020
AE Wealth Management 117k $10M -60% Dec 2020
Fure Financial Corp 116k $10M 100% Dec 2020
Financeware 115k $9.9M 1% Dec 2020
Asset Dedication 115k $9.9M 7% Dec 2020
Koshinski Asset Management 113k $9.7M 10% Dec 2020
Bank of New York Mellon 111k $9.6M -25% Dec 2020
Wagner Bowman Management 110k $9.8M -2% Dec 2020
Catalyst Private Wealth 107k $9.2M 15% Dec 2020
Greenleaf Trust 107k $9.2M -3% Dec 2020
Goldman Sachs Group 105k $9.1M 57% Dec 2020
Outlook Wealth Advisors 102k $8.8M -23% Dec 2020
H D Vest Advisory Services 78k $6.8M -40% Dec 2020
Sawtooth Asset Management 56k $4.9M -75% Dec 2020
CLS Investments 48k $4.1M -94% Dec 2020

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

Fund or Company Name Date Sold Shares Held Valued At
Clear Creek Financial Management Sep 2020 661k $50M
Astor Investment Management Sep 2020 524k $40M