Who owns iShares S&P 1500 Index Fund?
- Ticker: ITOT
- CUSIP Number: 464287150
Tip: Access positions for across all investors
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 | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 49M | $5.6B | -1% | Mar 2024 |
|
| BlackRock | 44M | $5.0B | 8% | Mar 2024 |
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| Betterment | 13M | $1.5B | -4% | Mar 2024 |
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| Morgan Stanley | 11M | $1.2B | 2% | Mar 2024 |
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| Alliancebernstein | 8.6M | $900M | 1% | Dec 2023 |
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| Charles Schwab Investment Management | 7.8M | $901M | -8% | Mar 2024 |
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| Bank of America Corporation | 5.7M | $656M | -4% | Mar 2024 |
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| Wealthfront Advisers | 5.1M | $590M | 8% | Mar 2024 |
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| LPL Financial | 4.5M | $516M | 32% | Mar 2024 |
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| SigFig Wealth Management | 3.6M | $418M | 0% | Mar 2024 |
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| Ronald Blue Trust | 3.6M | $410M | -1% | Mar 2024 |
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| Ballentine Partners | 3.3M | $375M | 0% | Mar 2024 |
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| Buckingham Asset Management | 3.2M | $368M | 23% | Mar 2024 |
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| Cisco Systems | 3.1M | $359M | -12% | Mar 2024 |
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| Parallel Advisors | 3.0M | $350M | -12% | Mar 2024 |
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| Stifel Financial | 2.9M | $332M | -2% | Mar 2024 |
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| Auto-Owners Insurance | 2.8M | $319M | 6% | Mar 2024 |
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| Buckingham Strategic Partners | 2.3M | $268M | 29% | Mar 2024 |
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| Envestnet Asset Management | 2.3M | $266M | -33% | Mar 2024 |
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| AlTi Global | 2.2M | $256M | 2% | Mar 2024 |
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| HPM Partners | 2.2M | $254M | -2% | Mar 2024 |
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| Creative Planning | 2.2M | $250M | -3% | Mar 2024 |
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| _Sentinel Trust Company, LBA______________ | 1.9M | $221M | -5% | Mar 2024 |
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| Ameriprise Financial | 1.8M | $213M | -3% | Mar 2024 |
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| Hanson McClain Advisors | 1.7M | $198M | -6% | Mar 2024 |
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| Commonwealth Equity Services | 1.7M | $194M | -3% | Mar 2024 |
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| Rock Creek Group | 1.6M | $186M | 7% | Mar 2024 |
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| TD Capital Management | 1.6M | $182M | -5% | Mar 2024 |
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| Advisor Group Holdings | 1.6M | $181M | -3% | Mar 2024 |
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| Royal Bank of Canada | 1.4M | $161M | 41% | Mar 2024 |
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| UBS Group | 1.3M | $152M | 0% | Mar 2024 |
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| Pegasus Partners | 1.3M | $151M | 3% | Mar 2024 |
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| Prime Capital Investment Advisors | 1.3M | $135M | 33% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.2M | $143M | 4% | Mar 2024 |
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| Evensky & Katz | 1.2M | $139M | 5% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.2M | $134M | -15% | Mar 2024 |
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| Cobblestone Capital Advisors | 1.1M | $129M | 4% | Mar 2024 |
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| Mariner Wealth Advisors | 1.1M | $126M | 4% | Mar 2024 |
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| Elm Partners Management | 1.1M | $124M | 5% | Mar 2024 |
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| HighTower Advisors | 1.1M | $123M | -7% | Mar 2024 |
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| Disciplina Capital Management | 1.0M | $107M | 100% | Dec 2023 |
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| Mesirow Financial Investment Management International Equity | 975k | $112M | 100% | Mar 2024 |
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| Klaas Financial Asset Advisors | 958k | $111M | -1% | Mar 2024 |
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| O'Brien Wealth Partners | 943k | $109M | -3% | Mar 2024 |
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| FMR | 920k | $106M | 25% | Mar 2024 |
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| Kingsview Wealth Management | 891k | $103M | 12% | Mar 2024 |
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| True Link Financial Advisors | 851k | $98M | 1% | Mar 2024 |
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| LJI Wealth Management | 846k | $98M | 7% | Mar 2024 |
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| Goldstein Advisors | 830k | $96M | 1% | Mar 2024 |
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| HB Wealth Management | 823k | $95M | 0% | Mar 2024 |
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| Johnson Bixby & Associates | 818k | $94M | 1% | Mar 2024 |
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| Duff & Phelps Investment Management | 758k | $80M | 0% | Dec 2023 |
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| Claar Advisors | 753k | $87M | 42% | Mar 2024 |
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| Winthrop Advisory Group | 716k | $83M | 5% | Mar 2024 |
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| Zhang Financial | 689k | $80M | -1% | Mar 2024 |
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| Reliant Wealth Planning | 687k | $72M | 12% | Dec 2023 |
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| Jaffetilchin Investment Partners | 677k | $78M | 12% | Mar 2024 |
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| Ullmann Financial | 656k | $76M | -2% | Mar 2024 |
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| Raymond James & Associates | 622k | $72M | -4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 610k | $70M | 4% | Mar 2024 |
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| Ancora Advisors | 583k | $67M | 5% | Mar 2024 |
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| Executive Wealth Management | 581k | $67M | 9% | Mar 2024 |
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| Massey, Quick & Co | 555k | $64M | 0% | Mar 2024 |
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| Independent Order of Foresters | 536k | $62M | -8% | Mar 2024 |
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| Heritage Wealth Advisors | 535k | $62M | 0% | Mar 2024 |
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| Facet Wealth | 535k | $61M | 6% | Mar 2024 |
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| Allen Investment Management | 531k | $61M | 7% | Mar 2024 |
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| Orion Portfolio Solutions | 494k | $57M | 47% | Mar 2024 |
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| Branch Banking & Trust Company | 482k | $56M | 2% | Mar 2024 |
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| Spectrum Strategic Capital Management | 467k | $54M | -1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 466k | $54M | 9% | Mar 2024 |
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| Fundamentun | 464k | $54M | 0% | Mar 2024 |
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| Bp Wealth Management | 464k | $53M | 21% | Mar 2024 |
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| Hsbc Holdings | 456k | $48M | -1% | Dec 2023 |
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| jvl associates | 456k | $53M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 446k | $52M | -2% | Mar 2024 |
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| TRUE Private Wealth Advisors | 442k | $51M | 5% | Mar 2024 |
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| William Blair $ Company | 422k | $49M | 9% | Mar 2024 |
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| Vantage Financial Partners | 419k | $48M | 1% | Mar 2024 |
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| BKD Wealth Advisors | 413k | $48M | -29% | Mar 2024 |
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| Mercer Global Advisors | 412k | $48M | 3% | Mar 2024 |
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| Rehmann Capital Advisory | 393k | $45M | 5% | Mar 2024 |
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| Mission Wealth Management | 380k | $44M | -1% | Mar 2024 |
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| Pure Financial Advisors | 368k | $42M | -6% | Mar 2024 |
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| Twin Tree Management | 368k | $42M | 100% | Mar 2024 |
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| Capital Analysts | 361k | $42M | 18% | Mar 2024 |
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| Truepoint | 358k | $41M | 2% | Mar 2024 |
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| Kestra Advisory Services | 352k | $37M | 2% | Dec 2023 |
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| Geneos Wealth Management | 351k | $41M | -4% | Mar 2024 |
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| Crestwood Advisors | 351k | $40M | -2% | Mar 2024 |
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| Tolleson Wealth Management | 347k | $40M | 9% | Mar 2024 |
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| Smallwood Wealth Investment Management | 342k | $39M | -1% | Mar 2024 |
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| Partners Capital Investment Group | 339k | $39M | -30% | Mar 2024 |
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| Apex Investment Services | 335k | $39M | -2% | Mar 2024 |
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| Vatera Holdings | 332k | $38M | -1% | Mar 2024 |
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| BLB^B Advisors | 327k | $38M | 3% | Mar 2024 |
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| Pathstone Holdings | 323k | $37M | 4% | Mar 2024 |
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| Private Advisor | 323k | $37M | -1% | Mar 2024 |
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| Strategic Point Investment Advisors | 312k | $33M | -1% | Dec 2023 |
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| CWM | 312k | $36M | 51% | Mar 2024 |
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| Financial Designs Corp | 303k | $35M | -3% | Mar 2024 |
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| ValMark Advisers | 301k | $35M | -2% | Mar 2024 |
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| Us Bancorp | 298k | $34M | -8% | Mar 2024 |
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| Ironsides Asset Advisors | 297k | $34M | 58% | Mar 2024 |
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| Captrust Financial Advisors | 290k | $33M | -3% | Mar 2024 |
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| Nicolet Advisory Services | 289k | $33M | -8% | Mar 2024 |
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| Eldridge Investment Advisors | 285k | $33M | -3% | Mar 2024 |
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| Lido Advisors | 280k | $32M | 4% | Mar 2024 |
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| CI Private Wealth | 277k | $32M | -1% | Mar 2024 |
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| Regatta Capital Group | 277k | $32M | 79% | Mar 2024 |
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| Cigna Investments Inc /new | 273k | $32M | -6% | Mar 2024 |
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| Caprock | 273k | $31M | 0% | Mar 2024 |
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| Susquehanna International | 259k | $30M | 170% | Mar 2024 |
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| Thrivent Financial for Lutherans | 253k | $29M | 8% | Mar 2024 |
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| KM Capital Management | 250k | $29M | 39% | Mar 2024 |
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| The Allstate Corporation | 245k | $28M | 58% | Mar 2024 |
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| Delap Wealth Advisory | 238k | $25M | 103% | Dec 2023 |
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| Sendero Wealth Management | 236k | $27M | 0% | Mar 2024 |
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| Kovitz Investment Group Partners | 236k | $27M | -13% | Mar 2024 |
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| BCGM Wealth Management | 236k | $27M | -16% | Mar 2024 |
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| Colony | 233k | $27M | 2% | Mar 2024 |
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| Patton Albertson & Miller | 232k | $27M | -5% | Mar 2024 |
|
| Beacon Pointe Advisors | 231k | $24M | -22% | Dec 2023 |
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| Integrated Wealth Concepts | 230k | $27M | -15% | Mar 2024 |
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| Legacy Private Trust | 226k | $26M | -3% | Mar 2024 |
|
| Alaska Permanent Capital Management | 224k | $26M | 6% | Mar 2024 |
|
| Legacy Financial Advisors | 224k | $26M | -5% | Mar 2024 |
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| Northeast Financial Consultants | 219k | $25M | 56% | Mar 2024 |
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| Goldman Sachs Group | 219k | $25M | -64% | Mar 2024 |
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| Monticello Wealth Management | 219k | $25M | 0% | Mar 2024 |
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| United Capital Financial Advisers | 219k | $25M | -9% | Mar 2024 |
|
| Monashee Investment Management | 211k | $24M | -3% | Mar 2024 |
|
| Empower Advisory Group | 204k | $24M | -91% | Mar 2024 |
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| Regal Investment Advisors | 203k | $23M | -13% | Mar 2024 |
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| Whitney & Company | 202k | $23M | -3% | Mar 2024 |
|
| Benchmark Financial Wealth Advisors | 198k | $23M | 1% | Mar 2024 |
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| Monument Capital Management | 198k | $23M | 135% | Mar 2024 |
|
| Astoria Strategic Wealth | 195k | $23M | -2% | Mar 2024 |
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| Cynosure Management | 194k | $22M | 8% | Mar 2024 |
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| Heritage Financial Services | 193k | $20M | -6% | Dec 2023 |
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| Durante & Waters | 188k | $22M | -1% | Mar 2024 |
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| Financial Partners Group | 186k | $21M | 3% | Mar 2024 |
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| Family Wealth Partners | 185k | $21M | 59% | Mar 2024 |
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| Dohj | 184k | $21M | -16% | Mar 2024 |
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| JGP Wealth Management | 183k | $21M | -3% | Mar 2024 |
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| Atria Wealth Solutions | 182k | $21M | 1% | Mar 2024 |
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| IFP Advisors | 179k | $19M | 13% | Dec 2023 |
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| Cherrydale Wealth Management | 175k | $20M | -3% | Mar 2024 |
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| Capstone Financial Advisors | 171k | $20M | -4% | Mar 2024 |
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| UMA Financial Services | 170k | $19M | -7% | Mar 2024 |
|
| Sweeney & Michel | 170k | $20M | 5% | Mar 2024 |
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| Aletheian Wealth Advisors | 168k | $19M | 6% | Mar 2024 |
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| MontVue Capital Management | 168k | $19M | -1% | Mar 2024 |
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| Stokes Family Office | 166k | $19M | -4% | Mar 2024 |
|
| Brookstone Capital Management | 156k | $18M | -45% | Mar 2024 |
|
| Regent Peak Wealth Advisors | 121k | $14M | -30% | Mar 2024 |
|
Who sold out of iShares S&P 1500 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wick Capital Partners | Sep 2023 | 578k | $54M |
| Advocacy Wealth Management Services | Dec 2023 | 564k | $59M |