Who owns Ishares Tr msci usa smlcp?
- Ticker: SMLF
- CUSIP Number: 46434v290
Tip: Access positions for across all investors
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 | 4.0M | $253M | 2% | Mar 2024 |
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| Wells Fargo & Company | 1.3M | $80M | 11% | Mar 2024 |
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| Acropolis Investment Management | 708k | $45M | 7% | Mar 2024 |
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| Ullmann Financial | 510k | $32M | 3% | Mar 2024 |
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| BlackRock | 504k | $32M | -2% | Mar 2024 |
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| Financial Management Professionals | 459k | $29M | 3% | Mar 2024 |
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| Bsc Private Wealth Management | 457k | $29M | -1% | Mar 2024 |
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| Integrated Wealth Concepts | 435k | $28M | -3% | Mar 2024 |
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| CWM | 384k | $24M | -11% | Mar 2024 |
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| Mercer Global Advisors | 312k | $20M | -13% | Mar 2024 |
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| Gyl Financial Synergies | 263k | $16M | 2% | Dec 2023 |
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| Envestnet Asset Management | 245k | $16M | -16% | Mar 2024 |
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| Ameriprise Financial | 235k | $15M | 15% | Mar 2024 |
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| Reston Wealth Management | 229k | $15M | 100% | Mar 2024 |
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| LPL Financial | 192k | $12M | 270% | Mar 2024 |
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| UBS Group | 161k | $10M | -5% | Mar 2024 |
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| Bank of America Corporation | 152k | $9.7M | 5% | Mar 2024 |
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| GeoWealth Management | 99k | $6.3B | 2899% | Mar 2024 |
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| First Ascent Asset Management | 95k | $5.6M | 5% | Dec 2023 |
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| Addison Advisors | 93k | $5.9M | -2% | Mar 2024 |
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| Wade Financial Advisory | 89k | $5.2M | -13% | Dec 2023 |
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| Phillips Financial Management | 88k | $5.6M | -9% | Mar 2024 |
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| HPM Partners | 86k | $5.5M | -11% | Mar 2024 |
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| United Capital Financial Advisers | 83k | $5.3M | 1% | Mar 2024 |
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| Cora Capital Advisors | 80k | $5.1M | 4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 79k | $5.0M | 2% | Mar 2024 |
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| Commonwealth Equity Services | 78k | $5.0M | 0% | Mar 2024 |
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| GEM Asset Management | 63k | $3.7M | 1% | Mar 2024 |
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| Steward Partners Investment Advisory | 61k | $3.9M | 13% | Mar 2024 |
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| Apollon Financial | 60k | $3.8M | 100% | Mar 2024 |
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| Kingsview Wealth Management | 60k | $3.8M | 49% | Mar 2024 |
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| Journey Advisory Group | 59k | $3.7M | 100% | Mar 2024 |
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| D.A. Davidson & Co. | 43k | $2.8M | 0% | Mar 2024 |
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| Beirne Wealth Consulting Services | 43k | $2.7M | 6% | Mar 2024 |
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| Cozad Asset Management | 42k | $2.7M | 8% | Mar 2024 |
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| Dynamic Wealth Strategies | 39k | $2.5M | 100% | Mar 2024 |
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| DDFG | 38k | $2.4B | -38% | Mar 2024 |
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| Parkside Financial Bank & Trust | 36k | $2.3M | 0% | Mar 2024 |
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| Advisor Group Holdings | 34k | $2.2M | 68% | Mar 2024 |
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| Premier Path Wealth Partners | 32k | $2.0M | 25% | Mar 2024 |
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| FMA Wealth Management | 32k | $2.0M | 16% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 31k | $2.0M | -12% | Mar 2024 |
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| Stratos Wealth Partners | 30k | $1.9M | 100% | Mar 2024 |
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| Wharton Business Group | 30k | $1.9M | 0% | Mar 2024 |
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| Us Bancorp | 27k | $1.7M | 1% | Mar 2024 |
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| BKM Wealth Management | 26k | $1.7M | -4% | Mar 2024 |
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| Westover Capital Advisors | 21k | $1.3M | 2% | Mar 2024 |
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| Brookstone Capital Management | 20k | $1.3M | 100% | Mar 2024 |
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| Cedar Brook Financial Partners | 19k | $1.2M | -1% | Mar 2024 |
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| Foster & Motley | 19k | $1.2M | -6% | Mar 2024 |
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| Sepio Capital | 19k | $1.1M | -14% | Dec 2023 |
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| Signature Estate and Investment Advisors | 19k | $1.2M | -11% | Mar 2024 |
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| Citadel Advisors | 19k | $1.2M | -47% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 19k | $1.2M | -18% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 17k | $1.1M | 0% | Mar 2024 |
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| Susquehanna International | 16k | $1.0M | -20% | Mar 2024 |
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| Qrg Capital Management | 14k | $911k | -49% | Mar 2024 |
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| Private Advisor | 13k | $822k | 11% | Mar 2024 |
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| J.w. Cole Advisors | 13k | $803k | 16% | Mar 2024 |
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| Colony | 12k | $785k | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 11k | $686k | 100% | Mar 2024 |
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| Ascent Wealth Partners | 11k | $677k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 11k | $674k | -3% | Mar 2024 |
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| Wescott Financial Advisory Group | 10k | $642k | -50% | Mar 2024 |
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| Washington Trust Company | 10k | $636k | 0% | Mar 2024 |
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| Sontag Advisory | 9.5k | $607k | -10% | Mar 2024 |
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| P.J. Schmidt Investment Management | 9.4k | $600k | 100% | Mar 2024 |
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| Rsm Us Wealth Management | 8.8k | $557k | -5% | Mar 2024 |
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| Morgan Stanley | 8.6k | $548k | 11% | Mar 2024 |
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| Hibernia Wealth Partners | 8.5k | $539k | -1% | Mar 2024 |
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| LWM Advisory Services | 8.4k | $532k | 100% | Mar 2024 |
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| Capital Advisors | 8.1k | $515k | -6% | Mar 2024 |
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| Trilogy Capital | 7.8k | $494k | -48% | Mar 2024 |
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| Ergawealth Advisors | 7.7k | $492k | -14% | Mar 2024 |
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| Diversified Trust Company | 7.2k | $457k | 100% | Mar 2024 |
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| Cyndeo Wealth Partners | 6.8k | $430k | 100% | Mar 2024 |
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| Executive Wealth Management | 6.4k | $402k | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 6.3k | $399k | 2% | Mar 2024 |
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| RWM Asset Management | 6.3k | $398k | 0% | Mar 2024 |
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| First Foundation Advisors | 6.0k | $383k | 0% | Mar 2024 |
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| William Blair $ Company | 5.8k | $372k | 0% | Mar 2024 |
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| Royal Bank of Canada | 5.7k | $360k | -3% | Mar 2024 |
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| Tranquility Partners | 5.5k | $351k | 0% | Mar 2024 |
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| Plan | 5.5k | $322k | -7% | Dec 2023 |
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| Resources Investment Advisors | 5.5k | $348k | -39% | Mar 2024 |
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| Farther Finance Advisors | 5.4k | $338k | 0% | Mar 2024 |
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| Goss Wealth Management | 5.2k | $329k | 6% | Mar 2024 |
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| Edge Financial Advisors | 5.1k | $323k | 100% | Mar 2024 |
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| Northern Trust | 5.0k | $319k | 0% | Mar 2024 |
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| Goldman Sachs Group | 5.0k | $318k | -92% | Mar 2024 |
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| Park Avenue Securities | 4.6k | $290k | 4% | Mar 2024 |
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| Sigma Planning | 4.5k | $287k | 100% | Mar 2024 |
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| Franklin Resources | 4.3k | $276k | 100% | Mar 2024 |
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| Apollon Wealth Management | 4.3k | $275k | -51% | Mar 2024 |
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| Townsquare Capital | 4.3k | $272k | -8% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 4.2k | $267k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 4.1k | $258k | 100% | Mar 2024 |
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| Atria Wealth Solutions | 4.0k | $253k | 7% | Mar 2024 |
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| Western Financial Corp | 3.3k | $208k | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 3.3k | $207k | -21% | Mar 2024 |
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| FMR | 3.0k | $191k | 6% | Mar 2024 |
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| American Capital Advisory | 2.4k | $126k | 100% | Mar 2024 |
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| CBIZ Investment Advisory Services | 2.0k | $124k | 100% | Mar 2024 |
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| O'shaughnessy Asset Management | 1.9k | $120k | 34% | Mar 2024 |
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| Aspire Wealth Management Corp | 1.8k | $114k | 0% | Mar 2024 |
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| Sym Financial Corporation | 1.4k | $87k | 0% | Mar 2024 |
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| Brian McDonald | 1.2k | $75k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 1.2k | $74k | -81% | Mar 2024 |
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| Bogart Wealth | 1.0k | $64k | 0% | Mar 2024 |
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| Atlantic Trust | 812.00 | $51k | 100% | Mar 2024 |
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| Mendota Financial Group | 766.00 | $49k | 100% | Mar 2024 |
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| Central Trust & Investment | 753.00 | $48k | 100% | Mar 2024 |
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| YHB Investment Advisors | 687.00 | $44k | 100% | Mar 2024 |
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| SCBT Financial Corporation | 675.00 | $43k | 0% | Mar 2024 |
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| Private Trust Co Na | 583.00 | $37k | 100% | Mar 2024 |
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| Signature Resources Capital Management | 548.00 | $32k | 0% | Mar 2024 |
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| Founders Financial Alliance | 490.00 | $31k | 0% | Mar 2024 |
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| Glassman Wealth Services | 485.00 | $31k | 0% | Mar 2024 |
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| Arlington Trust | 378.00 | $24k | 0% | Mar 2024 |
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| Aspire Private Capital | 359.00 | $23k | 0% | Mar 2024 |
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| Ronald Blue Trust | 280.00 | $18k | 100% | Mar 2024 |
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| Venturi Wealth Management | 259.00 | $17k | 0% | Mar 2024 |
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| MGB Wealth Management | 216.00 | $14k | 0% | Mar 2024 |
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| Absolute Investment Management | 207.00 | $13k | 0% | Mar 2024 |
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| Concord Wealth Partners | 195.00 | $12k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 191.00 | $12k | 100% | Mar 2024 |
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| Wolff Wiese Magana | 180.00 | $11k | 0% | Mar 2024 |
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| Qube Research & Technologies | 133.00 | $8.5k | 100% | Mar 2024 |
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| Private Ocean | 119.00 | $7.6k | 0% | Mar 2024 |
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| Barrett & Company | 72.00 | $4.6k | 0% | Mar 2024 |
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| Castleview Partners | 67.00 | $4.3k | 100% | Mar 2024 |
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| Sunbelt Securities | 56.00 | $3.6k | 0% | Mar 2024 |
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| City State Bank | 35.00 | $2.0k | 100% | Mar 2024 |
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| Northwest Investment Counselors | 9.00 | $572.000400 | 100% | Mar 2024 |
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| Bell Investment Advisors | 1.00 | $64.000000 | 100% | Mar 2024 |
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Who sold out of Ishares Tr msci usa smlcp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dagco | Dec 2023 | 39k | $2.3M |
| Jane Street | Dec 2023 | 30k | $1.8M |
| First Citizens Financial Corp | Sep 2023 | 5.6k | $290k |
| Two Sigma Investments | Dec 2023 | 5.4k | $318k |
| Well Done | Dec 2023 | 3.7k | $216k |
| Cornerstone Wealth Management | Dec 2023 | 3.6k | $210k |
| ORG Partners | Dec 2023 | 1.5k | $88k |
| Howe and Rusling | Dec 2023 | 809.00 | $48k |
| Arlington Partners | Dec 2023 | 378.00 | $22k |
| Simplex Trading | Dec 2023 | 61.00 | $3.0k |
| Citigroup | Dec 2023 | 2.00 | $118.000000 |