Who owns Ishares Tr msci usa smlcp?

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Analyze quarterly positions in Ishares Tr msci usa smlcp with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr msci usa smlcp stock

Who bought or sold Ishares Tr msci usa smlcp this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Alan Leist III 3.8M $303M 2% Dec 2025
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Ameriprise Financial 2.4M $180M 32% Dec 2025
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Wells Fargo & Company 2.3M $174M 6% Dec 2025
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LPL Financial 1.4M $104M 18% Dec 2025
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ValMark Advisers 1.2M $91M 14% Dec 2025
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Acropolis Investment Management 969k $73M 6% Dec 2025
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Vantagepoint Investment Advisers 667k $50M 0% Dec 2025
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Cetera Investment Advisers 665k $50M 27% Dec 2025
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HighTower Advisors 562k $42M 11% Dec 2025
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Financial Management Professionals 517k $39M -3% Dec 2025
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Modern Wealth Management 506k $38M 40% Dec 2025
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BlackRock 470k $35M -2% Dec 2025
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Bsc Private Wealth Management 468k $35M 1% Dec 2025
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Ullmann Financial 438k $33M -8% Dec 2025
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Cornerstone Planning Group 434k $34M -2% Dec 2025
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Charles Schwab Investment Management 425k $32M -3% Dec 2025
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Pacific Center for Financial Services 399k $30M 0% Dec 2025
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River Wealth Advisors 361k $27M 5% Dec 2025
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Cambridge Investment Research Advisors 347k $26M 3% Dec 2025
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Madison Wealth Partners 304k $23M 100% Dec 2025
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Colony 301k $23M -1% Dec 2025
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Thrivent Financial for Lutherans 295k $22M 100% Dec 2025
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Hennion & Walsh Asset Management 290k $22M 5% Dec 2025
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Raymond James Financial 288k $22M 1% Dec 2025
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Advisor Group Holdings 288k $22M 17% Dec 2025
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Fox Financial 282k $21M -1% Dec 2025
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Private Advisor 272k $20M 1% Dec 2025
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Reston Wealth Management 262k $20M 1% Dec 2025
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Integrity Alliance 240k $18M -1% Dec 2025
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Foundations Investment Advisors 237k $18M -2% Dec 2025
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Commonwealth Equity Services 230k $17M 12% Dec 2025
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Northwestern Mutual Wealth Management Company 214k $16M 1% Dec 2025
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Wellington Management Company 207k $15M 100% Sep 2025
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Family Office Research 203k $15M 1% Dec 2025
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Exchange Traded Concepts 195k $15M -1% Dec 2025
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Ptm Wealth Management 180k $14M 5% Dec 2025
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First International Bank & Trust 179k $13M -1% Sep 2025
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Janney Montgomery Scott 165k $12M 11% Dec 2025
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Systelligence 164k $12M 100% Dec 2025
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Mercer Global Advisors 164k $12M -7% Dec 2025
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UBS Group 160k $12M -24% Dec 2025
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Geneos Wealth Management 159k $12M 3% Dec 2025
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Mml Investors Services 157k $12M 13% Dec 2025
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Beacon Pointe Advisors 148k $11M -5% Dec 2025
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WCG Wealth Advisors 146k $11M 6% Dec 2025
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Peapack Gladstone Financial Corp 142k $11M 59% Dec 2025
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Wealth Enhancement Trust Services 142k $11M 100% Dec 2025
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FMR 139k $10M -3% Sep 2025
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Stratos Wealth Partners 139k $10M -4% Dec 2025
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YHB Investment Advisors 135k $10M 32% Dec 2025
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Vista Private Wealth Partners 132k $8.9M 0% Dec 2025
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Jpmorgan Chase & Co 127k $9.5M 100% Sep 2025
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Branch Banking & Trust Company 104k $7.8M 0% Dec 2025
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Cozad Asset Management 102k $7.6M 20% Dec 2025
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Anfield Capital Management 100k $7.5M 0% Dec 2025
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FLC Capital Advisors 99k $7.4M 100% Dec 2025
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Stony Point Wealth Management 98k $7.4M 100% Dec 2025
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Wingate Wealth Advisors 94k $7.0M 512% Dec 2025
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Cora Capital Advisors 89k $6.6M 3% Dec 2025
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DDFG 86k $6.4B 1% Dec 2025
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Wealthcare Advisory Partners 83k $6.2M 100% Dec 2025
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D.A. Davidson & Co. 83k $6.2M 2% Dec 2025
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Christopher Weil & Company 77k $5.7M 33% Dec 2025
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FMA Wealth Management 76k $5.7M 0% Dec 2025
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GeoWealth Management 74k $5.6M -4% Dec 2025
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Aspen Wealth Strategies 74k $5.6M 8% Dec 2025
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Addison Advisors 74k $5.5M -2% Dec 2025
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HPM Partners 74k $5.5M -1% Dec 2025
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Steward Partners Investment Advisory 72k $5.4M 1% Dec 2025
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United Capital Financial Advisers 71k $5.3M 0% Sep 2025
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GEM Asset Management 70k $5.4M 1% Dec 2025
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Envestnet Asset Management 70k $5.2M 15% Dec 2025
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Farther Finance Advisors 69k $5.2M 32% Dec 2025
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Vista Cima Wealth Management 63k $4.7M 3% Dec 2025
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Beirne Wealth Consulting Services 63k $4.7M -1% Dec 2025
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Equitable Holdings 62k $4.6M 7% Dec 2025
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Kestra Advisory Services 59k $4.4M 6% Dec 2025
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Santori & Peters 56k $4.2M 1% Dec 2025
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Live Oak Investment Partners 54k $4.1M 100% Dec 2025
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Apollon Financial 51k $3.8M -4% Dec 2025
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Park Avenue Securities 50k $3.7M 138% Dec 2025
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Susquehanna International 49k $3.7M 90% Dec 2025
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Williams Financial 49k $3.6M 100% Dec 2025
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Flagship Private Wealth 48k $3.6M 8% Dec 2025
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Novem Group 48k $3.6M 3% Dec 2025
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Mariner Wealth Advisors 46k $3.4M 22% Dec 2025
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Capital Analysts 44k $3.3M 202% Dec 2025
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Thoroughbred Financial Services 43k $3.2M 11% Dec 2025
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Royal Bank of Canada 42k $3.1M 925% Sep 2025
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Redhawk Wealth Advisors 41k $3.1M -35% Dec 2025
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Perigon Wealth Management 41k $3.0M 19% Dec 2025
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Phillips Financial Management 40k $3.0M -1% Dec 2025
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Premier Path Wealth Partners 38k $2.8M -5% Dec 2025
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Parkside Financial Bank & Trust 37k $2.7M 0% Dec 2025
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Harbor Asset Planning 36k $2.7M 4% Dec 2025
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Tyche Wealth Partners 36k $2.7M 126% Dec 2025
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Principal Securities 30k $2.2M 11% Dec 2025
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A. Montag and Associates 30k $2.2M 0% Dec 2025
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P.J. Schmidt Investment Management 30k $2.2M 10% Dec 2025
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BFI Wealth Solutions 28k $2.1M 100% Dec 2025
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Wealth Enhancement Advisory Services 28k $2.2M 2% Dec 2025
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Pallas Capital Advisors 26k $2.0M 0% Dec 2025
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Goss Wealth Management 26k $1.9M 109% Dec 2025
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Wiley Bros.-aintree Capital 26k $1.9M 773% Dec 2025
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Empirical Asset Management 25k $1.9M 13% Dec 2025
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Hibernia Wealth Partners 23k $1.7M 154% Dec 2025
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Cyndeo Wealth Partners 23k $1.7M 4% Dec 2025
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Dynamic Wealth Strategies 22k $1.6M 7% Dec 2025
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CWM 22k $1.6M 20% Dec 2025
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Wharton Business Group 22k $1.6M -2% Dec 2025
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Us Bancorp 22k $1.6M -6% Dec 2025
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Talisman Wealth Advisors 22k $1.6M 41% Dec 2025
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Wedmont Private Capital 21k $1.6M 0% Dec 2025
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LWM Advisory Services 20k $1.5M 0% Dec 2025
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Westover Capital Advisors 20k $1.5M 0% Dec 2025
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Guidance Capital 19k $1.6M 51% Dec 2025
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Integrated Wealthcare 19k $1.5M 100% Dec 2025
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J.w. Cole Advisors 19k $1.3M 0% Dec 2025
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Advisory Services Network 18k $1.3M 39% Dec 2025
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LaSalle St. Investment Advisors 18k $1.3M 100% Dec 2025
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Jane Street 17k $1.3M 100% Dec 2025
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Brown Advisory Holdings Incorporated 17k $1.3M 0% Dec 2025
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Diversify Advisory Services 16k $1.2M 156% Dec 2025
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Byrne Financial Freedom 15k $1.1M -3% Dec 2025
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Plan 15k $1.1M 15% Dec 2025
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Kingsview Wealth Management 14k $1.0M -1% Dec 2025
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Atlas Legacy Advisors 13k $939k 5% Dec 2025
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Landmark Wealth Management 12k $906k 0% Dec 2025
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Vantage Financial Partners 12k $901k 0% Dec 2025
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Axxcess Wealth Management 12k $893k 100% Dec 2025
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Global Retirement Partners 12k $882k -1% Dec 2025
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Cassilly Financial Group 11k $853k 100% Dec 2025
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Integrity Advisory Solutions 11k $850k 100% Dec 2025
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Ascent Wealth Partners 11k $814k 2% Dec 2025
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Redwood Financial Network Corp 10k $781k 28% Dec 2025
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Foster & Motley 10k $764k -1% Dec 2025
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Axiom Financial Strategies 10k $763k 1% Dec 2025
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Citizens Financial Group 10k $763k -9% Dec 2025
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Thayer Financial 10k $758k 100% Dec 2025
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Washington Trust Company 10k $748k 0% Dec 2025
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Parsons Capital Management 9.9k $744k 58% Dec 2025
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Journey Advisory Group 9.7k $727k -89% Dec 2025
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BKM Wealth Management 9.7k $724k -59% Dec 2025
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Capital Advisors 9.1k $680k 1% Dec 2025
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Sigma Planning 9.0k $676k 18% Dec 2025
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Park Place Capital Corp 8.9k $667k 0% Dec 2025
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Elevate Capital Advisors 8.7k $652k 144% Dec 2025
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LifeGoal Wealth Advisors 8.4k $631k 0% Dec 2025
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Integrated Wealth Concepts 8.3k $622k -94% Dec 2025
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Creative Planning 8.2k $613k 12% Dec 2025
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Who sold out of Ishares Tr msci usa smlcp?

Fund or Company Name Date Sold Shares Held Valued At
Empowered Funds Sep 2025 20k $1.5M
Gts Securities Sep 2025 10k $745k
Mach-1 Financial Group Sep 2025 9.5k $710k