Who owns iShares S&P 500 Growth Index?

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Analyze quarterly positions in iShares S&P 500 Growth Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares S&P 500 Growth Index stock

Who bought or sold iShares S&P 500 Growth Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Jpmorgan Chase & Co 46M $3.5B 6% Dec 2023
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Morgan Stanley 29M $2.0B 6% Sep 2023
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Envestnet Asset Management 22M $1.5B 55% Sep 2023
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Jones Financial Companies, L.L 18M $1.2B 1% Sep 2023
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Bank of America Corporation 17M $1.3B 1% Dec 2023
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Wells Fargo & Company 16M $1.2B 0% Dec 2023
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UBS Group 9.3M $701M 1% Dec 2023
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Ameriprise Financial 9.0M $615M 8% Sep 2023
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LPL Financial 7.7M $527M 35% Sep 2023
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Stifel Financial 7.0M $523M 1% Dec 2023
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Goldman Sachs Group 6.3M $431M 0% Sep 2023
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M^T Bank Corporation 5.2M $388M -2% Dec 2023
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Pnc Financial Services 5.0M $377M 0% Dec 2023
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BlackRock 3.9M $265M 43% Sep 2023
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Advisor Group Holdings 3.9M $291M -22% Dec 2023
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Mariner Wealth Advisors 3.8M $282M -2% Dec 2023
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Us Bancorp 3.4M $254M 2% Dec 2023
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First Republic Investment Management 3.4M $231M -1% Sep 2023
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Regions Bank 3.1M $230M 1% Dec 2023
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Royal Bank of Canada 2.9M $219M 4% Dec 2023
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Commonwealth Equity Services 2.8M $213M -3% Dec 2023
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CWM 2.8M $211M 18% Dec 2023
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Raymond James Financial Services Advisors 2.7M $204M 0% Dec 2023
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HB Wealth Management 2.6M $198M -1% Dec 2023
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Lido Advisors 2.6M $192M 2% Dec 2023
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Huntington National Bank 2.4M $180M 3% Dec 2023
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FMR 2.2M $149M -1% Sep 2023
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Raymond James & Associates 2.1M $156M 3% Dec 2023
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Envestnet Portfolio Solutions 2.0M $152M 100% Dec 2023
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HighTower Advisors 1.8M $133M -1% Dec 2023
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Northwestern Mutual Wealth Management Company 1.7M $117M 6% Sep 2023
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CliftonLarsonAllen Wealth Advisors 1.5M $110M -2% Dec 2023
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Midland Wealth Advisors 1.3M $100M 100% Dec 2023
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Thrivent Financial for Lutherans 1.3M $87M 36% Sep 2023
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Salomon & Ludwin 1.2M $81M 0% Dec 2023
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Brian McDonald 1.1M $76M 100% Sep 2023
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Park Avenue Securities 1.1M $81M 1% Dec 2023
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LVZ Advisors 1.1M $81M -2% Dec 2023
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Courier Capital Corp 1.1M $80M -1% Dec 2023
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Smith Anglin Financial 1.1M $80M 4% Dec 2023
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Mml Investors Services 1.1M $73M 121% Sep 2023
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Branch Banking & Trust Company 1.0M $79M 4% Dec 2023
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Baird Financial 996k $75M 1% Dec 2023
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Two Sigma Investments 978k $73M 57% Dec 2023
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Rehmann Capital Advisory 960k $66M 4% Sep 2023
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Fifth Third Bancorp 944k $71M -14% Dec 2023
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Calamos Wealth Management 935k $70M 6% Dec 2023
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MAI Wealth Advisors 882k $66M 0% Dec 2023
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Janney Montgomery Scott 868k $65M 1% Dec 2023
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Cetera Investment Advisers 863k $59M 54% Sep 2023
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USA Financial Portformulas 855k $64M 100% Dec 2023
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Moneta Group Investment Advisors 849k $64M 0% Dec 2023
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ValMark Advisers 830k $62M -4% Dec 2023
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Cambridge Investment Research Advisors 796k $60M -2% Dec 2023
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Keybank National Association 793k $54M -1% Sep 2023
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Modera Wealth Management 789k $59M -1% Dec 2023
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SCS Capital Management 788k $59M 31% Dec 2023
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Equitable Holdings 783k $54M -2% Sep 2023
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Praetorian Wealth Management 706k $53M 6% Dec 2023
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Bank Of Montreal 704k $53M 6% Dec 2023
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Stegner Investment Associates 683k $51M -2% Dec 2023
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Two Sigma Advisers 682k $51M 62% Dec 2023
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Charles Schwab Investment Management 677k $51M -8% Dec 2023
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Foundations Investment Advisors 676k $53M 10% Dec 2023
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Arvest Trust Co N A 658k $49M -2% Dec 2023
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First Hawaiian Bank 631k $47M -2% Dec 2023
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Hanson McClain Advisors 597k $45M -8% Dec 2023
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SilverOak Wealth Management 591k $44M 100% Dec 2023
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Northern Trust 587k $40M 1% Sep 2023
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United Capital Financial Advisers 585k $44M 40% Dec 2023
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Financial Network Investment Corporation 565k $39M 55% Sep 2023
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Captrust Financial Advisors 562k $42M -6% Dec 2023
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Multi-Financial Securities 558k $38M 2% Sep 2023
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Mercer Global Advisors 557k $42M -6% Dec 2023
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Triad Financial Advisors 553k $38M -1% Sep 2023
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Northern Oak Capital Management 534k $40M -1% Dec 2023
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Bank of New York Mellon 533k $40M -1% Dec 2023
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Wealth Enhancement Advisory Services 528k $40M -3% Dec 2023
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Babson Capital Management 521k $39M -7% Dec 2023
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North Star Investment Management 519k $39M -1% Dec 2023
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Pensionmark Financial Group 511k $38M 506% Dec 2023
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Capital Advisors 506k $38M -7% Dec 2023
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Probity Advisors 503k $38M -6% Dec 2023
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Rockefeller Capital Management 496k $37M 6% Dec 2023
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Creative Planning 490k $37M 0% Dec 2023
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Prudential 483k $33M -41% Sep 2023
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Rsm Us Wealth Management 476k $36M 40% Dec 2023
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Connecticut Wealth Management 471k $35M -1% Dec 2023
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Resources Investment Advisors 465k $32M 243% Sep 2023
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Atria Wealth Solutions 453k $34M 12% Dec 2023
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Financial Engines Advisors L.L.C 450k $31M -6% Sep 2023
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Financial Life Advisors 443k $30M 4% Sep 2023
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Greenleaf Trust 439k $33M -7% Dec 2023
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Principal Securities 434k $33M 100% Dec 2023
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Kestra Advisory Services 430k $32M 5% Dec 2023
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Quantitative Strategies 426k $32M -1% Dec 2023
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GW & Wade 424k $32M 3% Dec 2023
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Milestone Group 419k $32M -8% Dec 2023
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Strategic Wealth Partners 413k $28M 2% Sep 2023
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Amarillo National Bank 412k $31M 0% Dec 2023
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Private Advisor 394k $30M 5% Dec 2023
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Platte River Wealth Advisors 391k $29M 9% Dec 2023
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Foundation Wealth Management 380k $29M 5% Dec 2023
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Bank Of Oklahoma National Association / 380k $29M 13% Dec 2023
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Summit Investment Advisors 370k $28M -7% Dec 2023
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AE Wealth Management 367k $29M -31% Dec 2023
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Busey Trust Company 366k $28M -2% Dec 2023
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LMG Wealth Partners 365k $27M 0% Dec 2023
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MV Capital Management 365k $27M -1% Dec 2023
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Encompass Wealth Advisors 363k $25M 1% Sep 2023
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Citigroup 360k $27M -4% Dec 2023
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Pinkerton Retirement Specialists 358k $27M 199% Dec 2023
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Per Stirling Capital Management 350k $24M 7% Sep 2023
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H D Vest Advisory Services 346k $26M -9% Dec 2023
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Goss Wealth Management 337k $23M 92% Sep 2023
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Payden & Rygel 337k $23M 100% Sep 2023
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Hartland & Co 336k $25M 2% Dec 2023
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Colony 324k $24M 100% Dec 2023
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First Merchants Bank, National Association 323k $24M 0% Dec 2023
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Colony Group 319k $22M -3% Sep 2023
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BKD Wealth Advisors 319k $24M -5% Dec 2023
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Clear Creek Financial Management 313k $24M 484% Dec 2023
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IFP Advisors 307k $23M 6% Dec 2023
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Sterling Investment Counsel 304k $23M -9% Dec 2023
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Pathstone Holdings 303k $23M 100% Dec 2023
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Silicon Valley Capital Partners 302k $23M -1% Dec 2023
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JB Capital 301k $23M 5% Dec 2023
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Pathstone Family Office 296k $20M 4887% Sep 2023
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KWMG 278k $21M -2% Dec 2023
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Green Square Asset Management 277k $21M -50% Dec 2023
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Ohe Financial 276k $19M -2% Sep 2023
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Droms Strauss Advisors 274k $21M -3% Dec 2023
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HPM Partners 269k $20M 77% Dec 2023
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Susquehanna International 268k $18M -54% Sep 2023
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Lee Financial 262k $20M 15% Dec 2023
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Sei Investments 261k $18M -3% Sep 2023
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SPC Financial 260k $20M -2% Dec 2023
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GHP Investment Advisors 257k $19M -2% Dec 2023
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Halpern Financial 256k $19M -5% Dec 2023
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ShoreHaven Wealth Partners 256k $19M 1% Dec 2023
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Blue Edge Capital 256k $19M 3% Dec 2023
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CI Private Wealth 254k $19M -56% Dec 2023
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Derbend Asset Management 253k $19M 71% Dec 2023
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Atria Investments 251k $19M 43% Dec 2023
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Powell Investment Advisors 249k $19M 2% Dec 2023
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Wealthsource Partners 248k $19M 13% Dec 2023
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J.w. Cole Advisors 240k $18M 4% Dec 2023
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Western Wealth Management 235k $18M 2% Dec 2023
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Peninsula Wealth 233k $18M 130% Dec 2023
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Royal Fund Management 227k $17M 33% Dec 2023
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Beacon Pointe Advisors 226k $17M -58% Dec 2023
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Alera Investment Advisors 226k $17M -1% Dec 2023
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Miracle Mile Advisors 225k $17M -1% Dec 2023
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Umb Bank N A 222k $17M -3% Dec 2023
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Sigma Planning 221k $17M -51% Dec 2023
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Ameritas Advisory Services 143k $11M -42% Dec 2023
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First Heartland Consultants 119k $8.9M -58% Dec 2023
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Strategic Equity Management 72k $5.4M -79% Dec 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of iShares S&P 500 Growth Index?

Fund or Company Name Date Sold Shares Held Valued At
Veritable Jun 2023 292k $21M