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 47M $3.9B 2% Mar 2024
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Envestnet Asset Management 33M $2.8B 54% Mar 2024
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Morgan Stanley 31M $2.6B 7% Mar 2024
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Bank of America Corporation 18M $1.5B 2% Mar 2024
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Wells Fargo & Company 15M $1.3B -3% Mar 2024
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Jones Financial Companies, L.L 13M $1.1B -1% Mar 2024
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LPL Financial 11M $964M 48% Mar 2024
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Goldman Sachs Group 9.7M $815M -5% Mar 2024
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UBS Group 9.3M $786M 0% Mar 2024
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Stifel Financial 7.3M $615M 5% Mar 2024
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Ameriprise Financial 6.9M $585M -24% Mar 2024
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BlackRock 5.4M $459M 40% Mar 2024
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Pnc Financial Services 5.1M $433M 2% Mar 2024
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M^T Bank Corporation 5.1M $427M -2% Mar 2024
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CWM 4.4M $373M 57% Mar 2024
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Envestnet Portfolio Solutions 4.0M $335M 97% Mar 2024
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Mariner Wealth Advisors 3.7M $316M 0% Mar 2024
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Us Bancorp 3.6M $304M 7% Mar 2024
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Regions Bank 3.0M $255M -1% Mar 2024
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Commonwealth Equity Services 3.0M $254M 6% Mar 2024
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Royal Bank of Canada 3.0M $249M 1% Mar 2024
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Park Avenue Securities 2.6M $224M 145% Mar 2024
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HB Wealth Management 2.6M $219M -2% Mar 2024
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Huntington National Bank 2.6M $217M 7% Mar 2024
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Fil 2.6M $216M 100% Mar 2024
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Cetera Investment Advisers 2.5M $215M 195% Mar 2024
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Lido Advisors 2.5M $212M -2% Mar 2024
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Raymond James Financial Services Advisors 2.4M $203M -11% Mar 2024
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FMR 2.2M $182M -1% Mar 2024
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Mml Investors Services 2.1M $179M 96% Mar 2024
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Raymond James & Associates 2.1M $178M 2% Mar 2024
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Advisor Group Holdings 1.8M $149M -54% Mar 2024
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HighTower Advisors 1.7M $145M -4% Mar 2024
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Janney Montgomery Scott 1.7M $141M 93% Mar 2024
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Northwestern Mutual Wealth Management Company 1.6M $139M -4% Mar 2024
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CliftonLarsonAllen Wealth Advisors 1.5M $128M 3% Mar 2024
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Smith Anglin Financial 1.5M $124M 38% Mar 2024
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Midland Wealth Advisors 1.3M $112M 0% Mar 2024
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Two Sigma Investments 1.2M $101M 22% Mar 2024
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Branch Banking & Trust Company 1.2M $99M 12% Mar 2024
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Thrivent Financial for Lutherans 1.2M $98M -8% Mar 2024
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Salomon & Ludwin 1.1M $96M -4% Mar 2024
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Brian McDonald 1.1M $93M -1% Mar 2024
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Rehmann Capital Advisory 1.1M $91M 13% Mar 2024
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Bank of New York Mellon 1.1M $90M 100% Mar 2024
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Courier Capital Corp 1.1M $90M -1% Mar 2024
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United Capital Financial Advisers 1.0M $88M 78% Mar 2024
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Foundations Investment Advisors 1.0M $86M 51% Mar 2024
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Baird Financial 1.0M $85M 2% Mar 2024
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LVZ Advisors 978k $83M -9% Mar 2024
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Calamos Wealth Management 967k $82M 3% Mar 2024
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MAI Wealth Advisors 957k $81M 9% Mar 2024
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USA Financial Portformulas 903k $76M 6% Mar 2024
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Fifth Third Bancorp 898k $76M -5% Mar 2024
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Modern Wealth Management 888k $75M 100% Mar 2024
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Moneta Group Investment Advisors 849k $64M 0% Dec 2023
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Keybank National Association 834k $70M 5% Mar 2024
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ValMark Advisers 817k $69M -2% Mar 2024
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JB Capital 807k $68M 168% Mar 2024
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Goss Wealth Management 792k $67M 135% Mar 2024
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Cambridge Investment Research Advisors 787k $66M -1% Mar 2024
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Modera Wealth Management 773k $65M -2% Mar 2024
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Colony 753k $64M 133% Mar 2024
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Praetorian Wealth Management 749k $63M 6% Mar 2024
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Resources Investment Advisors 714k $60M 54% Mar 2024
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Equitable Holdings 659k $56M -17% Mar 2024
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Stegner Investment Associates 658k $56M -4% Mar 2024
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Northern Trust 651k $55M 11% Mar 2024
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Bank Of Montreal 637k $54M -9% Mar 2024
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Arvest Trust Co N A 637k $54M -3% Mar 2024
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Charles Schwab Investment Management 637k $54M -6% Mar 2024
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Atria Wealth Solutions 591k $50M 30% Mar 2024
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SilverOak Wealth Management 580k $49M -2% Mar 2024
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Hanson McClain Advisors 577k $49M -3% Mar 2024
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Sigma Planning 555k $47M 151% Mar 2024
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H D Vest Advisory Services 552k $47M 59% Mar 2024
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SCS Capital Management 552k $47M -30% Mar 2024
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North Star Investment Management 530k $45M 2% Mar 2024
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First Hawaiian Bank 530k $45M -16% Mar 2024
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Wealth Enhancement Advisory Services 528k $45M 0% Mar 2024
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Northern Oak Capital Management 511k $43M -4% Mar 2024
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Strategic Wealth Partners 508k $43M 23% Mar 2024
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Rockefeller Capital Management 507k $43M 2% Mar 2024
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Kestra Advisory Services 500k $42M 16% Mar 2024
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Platte River Wealth Advisors 496k $42M 27% Mar 2024
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Probity Advisors 489k $41M -3% Mar 2024
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Creative Planning 488k $41M 0% Mar 2024
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Captrust Financial Advisors 483k $41M -14% Mar 2024
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Mercer Global Advisors 480k $41M -14% Mar 2024
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Capital Advisors 476k $40M -6% Mar 2024
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Connecticut Wealth Management 469k $40M 0% Mar 2024
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AE Wealth Management 455k $38M 24% Mar 2024
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Advocacy Wealth Management Services 450k $38M 271% Mar 2024
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Steward Partners Investment Advisory 448k $38M 141% Mar 2024
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Rsm Us Wealth Management 445k $38M -6% Mar 2024
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West Wealth Group 429k $36M 488% Mar 2024
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Pensionmark Financial Group 429k $36M -16% Mar 2024
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Susquehanna International 427k $36M 59% Mar 2024
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GW & Wade 424k $32M 3% Dec 2023
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Greenleaf Trust 421k $36M -4% Mar 2024
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Amarillo National Bank 410k $35M -1% Mar 2024
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Private Advisor 406k $34M 3% Mar 2024
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Financial Life Advisors 396k $33M -3% Mar 2024
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Peninsula Wealth 395k $33M 70% Mar 2024
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Pinkerton Retirement Specialists 392k $33M 9% Mar 2024
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Foundation Wealth Management 392k $33M 3% Mar 2024
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Milestone Group 380k $32M -9% Mar 2024
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Atria Investments 370k $31M 48% Mar 2024
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Quantitative Strategies 368k $31M -14% Mar 2024
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Busey Trust Company 365k $31M 0% Mar 2024
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Encompass Wealth Advisors 362k $31M 0% Mar 2024
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MV Capital Management 360k $30M -1% Mar 2024
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Financial Engines Advisors L.L.C 353k $30M -21% Mar 2024
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LMG Wealth Partners 348k $29M -5% Mar 2024
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Bank Of Oklahoma National Association / 348k $30M -8% Mar 2024
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Ewa 348k $29M 100% Mar 2024
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Per Stirling Capital Management 347k $29M 43% Mar 2024
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Hartland & Co 345k $29M 3% Mar 2024
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Change Path 342k $29M 219% Mar 2024
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Citigroup 326k $28M -9% Mar 2024
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Summit Investment Advisors 325k $28M -12% Mar 2024
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Austin Private Wealth 322k $27M 180% Mar 2024
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Payden & Rygel 317k $24M 100% Dec 2023
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First Merchants Bank, National Association 315k $27M -3% Mar 2024
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Sterling Investment Counsel 309k $26M 2% Mar 2024
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IFP Advisors 307k $23M 6% Dec 2023
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BKD Wealth Advisors 306k $26M -4% Mar 2024
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Pathstone Holdings 302k $26M 0% Mar 2024
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Clear Creek Financial Management 300k $25M -4% Mar 2024
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Silicon Valley Capital Partners 294k $25M -3% Mar 2024
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Lee Financial 292k $25M 12% Mar 2024
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Concurrent Investment Advisors 291k $25M 17% Mar 2024
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Principal Securities 287k $24M -34% Mar 2024
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Green Square Asset Management 278k $24M 0% Mar 2024
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Droms Strauss Advisors 276k $23M 1% Mar 2024
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KWMG 275k $23M -1% Mar 2024
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Blue Edge Capital 274k $23M 7% Mar 2024
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Csenge Advisory Group 274k $23M 25% Mar 2024
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HPM Partners 268k $23M -1% Mar 2024
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Icon Wealth Advisors 266k $23M 128% Mar 2024
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CI Private Wealth 264k $22M 4% Mar 2024
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Derbend Asset Management 263k $22M 4% Mar 2024
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Two Sigma Advisers 260k $22M -62% Mar 2024
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SPC Financial 257k $22M -1% Mar 2024
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Herr Investment Group 255k $321k 100% Mar 2024
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Ohe Financial 254k $21M -8% Mar 2024
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GHP Investment Advisors 252k $21M -2% Mar 2024
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Powell Investment Advisors 251k $21M 1% Mar 2024
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Halpern Financial 250k $21M -2% Mar 2024
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J.w. Cole Advisors 249k $21M 4% Mar 2024
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Sei Investments 237k $20M -9% Mar 2024
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ShoreHaven Wealth Partners 233k $20M -9% Mar 2024
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Payden & Rygel 222k $19M -34% Mar 2024
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Babson Capital Management 11k $885k -98% Mar 2024
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Who sold out of iShares S&P 500 Growth Index?

Fund or Company Name Date Sold Shares Held Valued At
Financial Network Investment Corporation Sep 2023 565k $39M
Multi-Financial Securities Sep 2023 558k $38M
Prudential Sep 2023 483k $33M