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iShares Russell 3000 Value Index shares owned by Bailard

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Bailard from 13F filings

Historical chart of Bailard investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Bailard consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Bailard

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 43k 84.33
2023-09-30 $3.3M 44k 74.62
2023-06-30 $3.2M 41k 78.26
2023-03-31 $2.7M 36k 73.78

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View all positions for Bailard

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index