Who owns iShares S&P SmallCap 600 Index?
- Ticker: IJR
- CUSIP Number: 464287804
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P SmallCap 600 Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares S&P SmallCap 600 Index stock
Who bought or sold iShares S&P SmallCap 600 Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 28M | $3.0B | 2% | Dec 2023 |
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| FMR | 20M | $2.2B | 50% | Mar 2024 |
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| Wells Fargo & Company | 17M | $1.8B | 0% | Mar 2024 |
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| Bank of New York Mellon | 15M | $1.7B | -7% | Mar 2024 |
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| Goldman Sachs Group | 14M | $1.5B | 33% | Dec 2023 |
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| LPL Financial | 13M | $1.4B | 14% | Mar 2024 |
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| UBS Group | 11M | $1.2B | 10% | Mar 2024 |
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| Raymond James & Associates | 9.5M | $1.1B | 2% | Mar 2024 |
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| Envestnet Asset Management | 8.6M | $953M | -7% | Mar 2024 |
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| First Command Advisory Services | 8.6M | $951M | -10% | Mar 2024 |
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| Pnc Financial Services | 8.5M | $942M | -1% | Mar 2024 |
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| Northern Trust | 8.1M | $896M | 3% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 7.9M | $869M | 5% | Mar 2024 |
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| BlackRock | 7.6M | $837M | 1% | Mar 2024 |
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| Royal Bank of Canada | 7.2M | $784M | 2% | Dec 2023 |
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| Us Bancorp | 5.2M | $577M | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 5.1M | $567M | 1% | Mar 2024 |
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| Keybank National Association | 3.8M | $419M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 3.7M | $414M | 4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 3.7M | $414M | -1% | Mar 2024 |
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| Baird Financial | 3.6M | $391M | 33% | Dec 2023 |
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| Regions Bank | 3.6M | $395M | 1% | Mar 2024 |
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| Jpmorgan Chase & Co | 3.2M | $356M | 13% | Mar 2024 |
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| HighTower Advisors | 3.0M | $331M | -1% | Mar 2024 |
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| Pathstone Holdings | 2.3M | $254M | 8% | Mar 2024 |
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| Balyasny Asset Management | 2.3M | $249M | -9% | Mar 2024 |
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| Huntington National Bank | 2.2M | $240M | 10% | Mar 2024 |
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| Haverford Trust Company | 2.2M | $239M | 4% | Mar 2024 |
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| Catalyst Capital Advisors | 2.1M | $234M | 0% | Mar 2024 |
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| Millburn Ridgefield | 2.1M | $234M | 17% | Mar 2024 |
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| Circle Wealth Management | 2.1M | $229M | 0% | Dec 2023 |
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| Fifth Third Bancorp | 2.1M | $232M | -2% | Mar 2024 |
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| Mariner Wealth Advisors | 2.0M | $214M | 6% | Dec 2023 |
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| Alesco Advisors | 1.9M | $213M | -4% | Mar 2024 |
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| Valeo Financial Advisors | 1.9M | $189M | 8% | Mar 2024 |
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| Citigroup | 1.9M | $208M | 6% | Mar 2024 |
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| HPM Partners | 1.8M | $199M | 15% | Mar 2024 |
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| Bank Of Montreal | 1.7M | $187M | -1% | Mar 2024 |
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| MEMBERS Trust | 1.6M | $178M | -10% | Mar 2024 |
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| Sontag Advisory | 1.6M | $178M | 2% | Mar 2024 |
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| Advisor Group Holdings | 1.5M | $170M | -43% | Mar 2024 |
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| Creative Planning | 1.5M | $168M | -7% | Mar 2024 |
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| Stifel Financial | 1.5M | $161M | 41% | Mar 2024 |
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| MAI Wealth Advisors | 1.5M | $161M | 15% | Mar 2024 |
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| Moneta Group Investment Advisors | 1.4M | $151M | 62% | Dec 2023 |
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| Rockefeller Capital Management | 1.4M | $147M | 5% | Dec 2023 |
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| Mesirow Financial Investment Management International Equity | 1.3M | $146M | 100% | Mar 2024 |
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| Modera Wealth Management | 1.3M | $145M | 20% | Mar 2024 |
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| Nationwide Fund Advisors | 1.3M | $142M | 0% | Mar 2024 |
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| West Coast Financial | 1.2M | $133M | 5% | Mar 2024 |
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| M^T Bank Corporation | 1.2M | $129M | 1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $126M | 2% | Mar 2024 |
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| United Capital Financial Advisers | 1.1M | $118M | -44% | Dec 2023 |
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| Franklin Resources | 1.1M | $119M | 7% | Mar 2024 |
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| Jane Street | 1.0M | $109M | 151% | Dec 2023 |
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| Kestra Advisory Services | 984k | $107M | 10% | Dec 2023 |
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| Farmers & Merchants Investment | 941k | $104M | 3% | Mar 2024 |
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| Assetmark | 933k | $103M | 53% | Mar 2024 |
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| CI Private Wealth | 912k | $101M | 9% | Mar 2024 |
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| Acropolis Investment Management | 887k | $98M | 1% | Mar 2024 |
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| Connecticut Wealth Management | 886k | $98M | 6% | Mar 2024 |
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| Susquehanna International | 885k | $98M | 164% | Mar 2024 |
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| Umb Bank N A | 850k | $94M | -4% | Mar 2024 |
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| BLB^B Advisors | 845k | $93M | 0% | Mar 2024 |
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| Greenleaf Trust | 823k | $91M | 2% | Mar 2024 |
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| Bridges Investment Management | 818k | $90M | -5% | Mar 2024 |
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| Sequoia Financial Advisors | 797k | $88M | 2% | Mar 2024 |
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| Bessemer | 781k | $85M | 2% | Dec 2023 |
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| SigFig Wealth Management | 779k | $86M | -3% | Mar 2024 |
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| Accredited Investors | 761k | $84M | 1% | Mar 2024 |
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| Hanson McClain Advisors | 761k | $84M | 4% | Mar 2024 |
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| Beacon Investment Advisory Services | 732k | $81M | 9% | Mar 2024 |
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| Janney Montgomery Scott | 728k | $81M | -7% | Mar 2024 |
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| J.Safra Asset Management | 711k | $79M | 100% | Mar 2024 |
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| H D Vest Advisory Services | 709k | $78M | 1% | Mar 2024 |
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| Moss Adams Wealth Advisors | 703k | $78M | 23% | Mar 2024 |
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| Cambridge Investment Research Advisors | 697k | $77M | -2% | Mar 2024 |
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| Main Management ETF Advisors | 680k | $74M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 677k | $73M | 8% | Dec 2023 |
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| Steele Capital Management | 648k | $72M | 11% | Mar 2024 |
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| Sandy Spring Bank | 643k | $71M | 2% | Mar 2024 |
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| Victory Capital Management | 640k | $71M | -21% | Mar 2024 |
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| AE Wealth Management | 633k | $67M | -9% | Dec 2023 |
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| Goelzer Investment Management | 611k | $68M | 13% | Mar 2024 |
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| First National Trust Company | 602k | $67M | -9% | Mar 2024 |
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| Oakworth Capital | 592k | $65M | 3% | Mar 2024 |
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| Glenview Trust | 591k | $64M | 4% | Dec 2023 |
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| Sigma Investment Counselors | 586k | $65M | 0% | Mar 2024 |
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| Whittier Trust | 583k | $64M | 5% | Mar 2024 |
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| One Day In July | 579k | $64M | 0% | Mar 2024 |
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| Alaska Permanent Capital Management | 575k | $64M | 19% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 571k | $62M | 15% | Dec 2023 |
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| St. Louis Trust | 559k | $62M | 1% | Mar 2024 |
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| First Business Financial Services | 555k | $60M | 0% | Mar 2024 |
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| Stratos Wealth Partners | 550k | $61M | 11% | Mar 2024 |
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| Private Advisor | 538k | $60M | 0% | Mar 2024 |
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| Tiaa Trust, National Association | 527k | $58M | -21% | Mar 2024 |
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| Becker Capital Management | 522k | $57M | 11% | Dec 2023 |
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| Steward Partners Investment Advisory | 521k | $56M | -30% | Dec 2023 |
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| Full Sail Capital | 518k | $57M | 2% | Mar 2024 |
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| Arrow Financial Corp. | 514k | $56M | 0% | Dec 2023 |
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| Klingman & Associates | 497k | $55M | 4% | Mar 2024 |
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| First Interstate Bank | 493k | $55M | -1% | Mar 2024 |
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| Thrivent Financial for Lutherans | 489k | $54M | -52% | Mar 2024 |
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| Stack Financial Management | 479k | $53M | 100% | Mar 2024 |
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| Fiduciary Trust Company | 477k | $52M | 7% | Dec 2023 |
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| Financial Advisors | 477k | $53M | 2% | Mar 2024 |
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| Natixis Asset Management Advisors | 474k | $50M | 8% | Mar 2024 |
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| Atria Wealth Solutions | 468k | $52M | -1% | Mar 2024 |
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| Bank of Nova Scotia | 468k | $51M | 0% | Dec 2023 |
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| Legacy Wealth Management | 452k | $50M | 4% | Mar 2024 |
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| Bangor Savings Bank | 451k | $50M | 4% | Mar 2024 |
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| Mission Wealth Management | 449k | $50M | 2% | Mar 2024 |
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| Telemus Capital | 449k | $49M | -5% | Dec 2023 |
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| Kovitz Investment Group Partners | 448k | $50M | 100% | Mar 2024 |
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| Putnam Fl Investment Management | 447k | $49M | 0% | Mar 2024 |
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| Wellspring Financial Advisors | 446k | $13M | 22% | Mar 2024 |
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| Quotient Wealth Partners | 446k | $48M | 100% | Dec 2023 |
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| Goss Wealth Management | 444k | $49M | 13% | Mar 2024 |
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| Sage Financial | 443k | $49M | 6% | Mar 2024 |
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| PFG Financial Advisors | 442k | $49M | 1% | Mar 2024 |
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| Oppenheimer Asset Management | 438k | $48M | -12% | Mar 2024 |
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| GW & Wade | 433k | $47M | 7% | Dec 2023 |
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| Charles Schwab Investment Management | 433k | $48M | -64% | Mar 2024 |
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| Northwest Quadrant Wealth Management | 431k | $48M | 1% | Mar 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 427k | $47M | 8% | Mar 2024 |
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| Wealth Architects | 426k | $47M | 2% | Mar 2024 |
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| Envestnet Portfolio Solutions | 418k | $46M | -16% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 417k | $46M | 13% | Mar 2024 |
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| Raymond James Trust | 411k | $45M | 5% | Mar 2024 |
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| Conning | 402k | $44M | 1% | Mar 2024 |
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| Cahaba Wealth Management | 401k | $44M | 5% | Mar 2024 |
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| Allspring Global Investments Holdings | 396k | $44M | 1% | Mar 2024 |
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| Mercer Global Advisors | 395k | $43M | -7% | Dec 2023 |
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| WMS Partners | 388k | $42M | 1% | Dec 2023 |
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| Calamos Wealth Management | 382k | $42M | 6% | Mar 2024 |
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| Edge Capital Group | 380k | $42M | 12% | Mar 2024 |
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| Stockman Asset Management | 377k | $42M | 7% | Mar 2024 |
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| West Paces Advisors | 373k | $41M | 2% | Mar 2024 |
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| ValMark Advisers | 370k | $41M | -2% | Mar 2024 |
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| Rebalance | 370k | $41M | 1% | Mar 2024 |
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| HCR Wealth Advisors | 367k | $41M | -3% | Mar 2024 |
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| United Bank | 360k | $40M | 2% | Mar 2024 |
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| LVZ Advisors | 358k | $40M | -48% | Mar 2024 |
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| Arcataur Capital Management | 357k | $40M | -1% | Mar 2024 |
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| Chesley, Taft & Associates | 355k | $39M | 0% | Mar 2024 |
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| Kuntz Lesher Capital | 351k | $39M | 6% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 350k | $39M | 6% | Mar 2024 |
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| Savant Capital Management | 344k | $38M | 24% | Mar 2024 |
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| Choate Investment Advisors | 343k | $38M | 259% | Mar 2024 |
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| JNB Advisors | 338k | $37M | 13% | Mar 2024 |
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| Opus Capital Group | 336k | $37M | 0% | Mar 2024 |
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| Albion Financial Group | 334k | $37M | 0% | Mar 2024 |
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| Bartlett & Co. | 331k | $36M | 0% | Dec 2023 |
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| Lazard Asset Management | 328k | $36M | -1% | Dec 2023 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 327k | $36M | 122% | Mar 2024 |
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| Atlantic Trust | 324k | $35M | 9% | Mar 2024 |
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| Nottingham Advisors | 317k | $31M | -2% | Dec 2023 |
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| MainStreet Investment Advisors | 314k | $35M | -6% | Mar 2024 |
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| Cape Cod Five Cents Savings Bank | 306k | $33M | -48% | Dec 2023 |
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| Conservest Capital Advisors | 208k | $23M | -39% | Mar 2024 |
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| Horizon Investments | 204k | $22M | -58% | Dec 2023 |
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| Horan Securities | 197k | $22M | -40% | Mar 2024 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 187k | $21M | -85% | Mar 2024 |
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| Citadel Advisors | 165k | $18M | -73% | Dec 2023 |
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| Journey Strategic Wealth | 148k | $16M | -62% | Mar 2024 |
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| Orion Portfolio Solutions | 132k | $15M | -79% | Mar 2024 |
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| Empower Advisory Group | 58k | $6.4M | -84% | Mar 2024 |
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| Estate Counselors | 40k | $4.3M | -88% | Dec 2023 |
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| GUNN & Co INVESTMENT MANAGEMENT | 29k | $3.2M | -93% | Mar 2024 |
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| Winthrop Advisory Group | 4.7k | $521k | -99% | Mar 2024 |
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Who sold out of iShares S&P SmallCap 600 Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Provida Pension Fund Administrator | Sep 2023 | 4.6M | $429M |
| Squarepoint Ops | Sep 2023 | 958k | $90M |