Who owns iShares Russell 1000 Value Index?
- Ticker: IWD
- CUSIP Number: 464287598
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Russell 1000 Value Index with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of iShares Russell 1000 Value Index stock
Who bought or sold iShares Russell 1000 Value Index this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 56M | $9.2B | 13% | Dec 2023 |
|
Goldman Sachs Group | 16M | $2.6B | 4% | Dec 2023 |
|
Jpmorgan Chase & Co | 9.9M | $1.6B | 16% | Dec 2023 |
|
UBS Group | 7.4M | $1.2B | 6% | Dec 2023 |
|
Wells Fargo & Company | 4.9M | $811M | 14% | Dec 2023 |
|
M^T Bank Corporation | 3.7M | $607M | 1% | Dec 2023 |
|
Baird Financial | 3.7M | $607M | 1% | Dec 2023 |
|
Raymond James & Associates | 3.6M | $651M | 0% | Mar 2024 |
|
Pnc Financial Services | 3.3M | $545M | 7% | Dec 2023 |
|
Branch Banking & Trust Company | 2.6M | $436M | 15% | Dec 2023 |
|
Royal Bank of Canada | 2.3M | $384M | 18% | Dec 2023 |
|
Jasper Ridge Partners | 2.2M | $356M | 13% | Dec 2023 |
|
Commonwealth Equity Services | 2.1M | $346M | 2% | Dec 2023 |
|
GLOBALT Investments LLC / GA | 2.0M | $331M | 100% | Dec 2023 |
|
Stifel Financial | 2.0M | $325M | 18% | Dec 2023 |
|
Alaska Permanent Fund Corp | 1.9M | $346M | 86% | Mar 2024 |
|
Alliancebernstein | 1.9M | $318M | -13% | Dec 2023 |
|
Rockefeller Capital Management | 1.3M | $216M | 0% | Dec 2023 |
|
Tiaa Trust, National Association | 1.3M | $212M | -2% | Dec 2023 |
|
Citigroup | 1.0M | $173M | -3% | Dec 2023 |
|
Stairway Partners | 1.0M | $184M | 28% | Mar 2024 |
|
HighTower Advisors | 1.0M | $170M | -1% | Dec 2023 |
|
Us Bancorp | 988k | $163M | -2% | Dec 2023 |
|
Waldron | 911k | $151M | -1% | Dec 2023 |
|
Raymond James Financial Services Advisors | 853k | $153M | 0% | Mar 2024 |
|
Hackensack Meridian Health | 826k | $137M | -7% | Dec 2023 |
|
Alera Investment Advisors | 815k | $135M | 3% | Dec 2023 |
|
HPM Partners | 806k | $30M | 623% | Dec 2023 |
|
Bank of New York Mellon | 800k | $132M | -8% | Dec 2023 |
|
Commerce Bank N A | 779k | $129M | -3% | Dec 2023 |
|
Wealth Enhancement Advisory Services | 750k | $134M | -1% | Mar 2024 |
|
Oakworth Capital | 745k | $134M | 1% | Mar 2024 |
|
Advisor Group Holdings | 707k | $117M | -18% | Dec 2023 |
|
UNC Management Company | 685k | $113M | 0% | Dec 2023 |
|
Circle Wealth Management | 621k | $103M | 0% | Dec 2023 |
|
1st Source Bank | 591k | $98M | 2% | Dec 2023 |
|
Mariner Wealth Advisors | 553k | $92M | -3% | Dec 2023 |
|
Creative Planning | 523k | $86M | 8% | Dec 2023 |
|
Bnp Paribas Arbitrage, Snc | 505k | $84M | 189814% | Dec 2023 |
|
CI Private Wealth | 485k | $80M | -40% | Dec 2023 |
|
Modera Wealth Management | 472k | $78M | -2% | Dec 2023 |
|
Cedar Mountain Advisors | 405k | $73M | 1% | Mar 2024 |
|
Fifth Third Bancorp | 403k | $72M | -13% | Mar 2024 |
|
Bank of Nova Scotia | 403k | $67M | -4% | Dec 2023 |
|
Geller Family Office Services | 395k | $65M | -12% | Dec 2023 |
|
Cassaday & Co Wealth Management | 383k | $63M | 2% | Dec 2023 |
|
Mercer Global Advisors | 382k | $63M | 4% | Dec 2023 |
|
MV Capital Management | 377k | $68M | -1% | Mar 2024 |
|
Massachusetts Financial Services | 371k | $61M | 131% | Dec 2023 |
|
Stephens Group Asset Management | 361k | $65M | 1% | Mar 2024 |
|
Landaas & Co | 355k | $59M | -2% | Dec 2023 |
|
Captrust Financial Advisors | 347k | $57M | 13% | Dec 2023 |
|
Rsm Us Wealth Management | 346k | $57M | 2% | Dec 2023 |
|
Badgley Phelps Wealth Managers | 343k | $57M | 92% | Dec 2023 |
|
Cullen Frost Bankers | 334k | $55M | 12% | Dec 2023 |
|
Pathstone Holdings | 333k | $55M | 100% | Dec 2023 |
|
Zacks Investment Management | 332k | $55M | 532% | Dec 2023 |
|
Private Advisor | 332k | $55M | -3% | Dec 2023 |
|
EP Wealth Advisors | 323k | $53M | 291% | Dec 2023 |
|
Intl Fcstone | 295k | $49M | 3% | Dec 2023 |
|
Brown Advisory Holdings Incorporated | 288k | $52M | -6% | Mar 2024 |
|
First Business Financial Services | 287k | $47M | 1% | Dec 2023 |
|
Eastern Bank | 284k | $47M | 1% | Dec 2023 |
|
GW & Wade | 281k | $46M | -3% | Dec 2023 |
|
Wind River Trust | 253k | $45M | 0% | Mar 2024 |
|
MAI Wealth Advisors | 252k | $42M | 2% | Dec 2023 |
|
Equity Investment Corp Acquisition | 251k | $42M | 95% | Dec 2023 |
|
Moneta Group Investment Advisors | 249k | $41M | 2% | Dec 2023 |
|
Janney Montgomery Scott | 248k | $41M | 29% | Dec 2023 |
|
Flaharty Asset Management | 244k | $40M | 0% | Dec 2023 |
|
Steward Partners Investment Advisory | 242k | $40M | 5% | Dec 2023 |
|
FSA Wealth Management | 242k | $40M | 1% | Dec 2023 |
|
Brandywine Global Investment Management | 240k | $40M | 7% | Dec 2023 |
|
Bridges Investment Management | 235k | $39M | -10% | Dec 2023 |
|
Envestnet Portfolio Solutions | 230k | $38M | 100% | Dec 2023 |
|
Diamond Hill Capital Management | 222k | $37M | 1792% | Dec 2023 |
|
Nadler Financial | 219k | $36M | -2% | Dec 2023 |
|
FTB Advisors | 218k | $36M | -2% | Dec 2023 |
|
Relyea Zuckerberg Hanson | 218k | $39M | 2% | Mar 2024 |
|
Comprehensive Financial Management | 210k | $35M | 0% | Dec 2023 |
|
William Blair $ Company | 206k | $34M | -2% | Dec 2023 |
|
Massey, Quick & Co | 201k | $36M | 0% | Mar 2024 |
|
Regions Bank | 198k | $35M | -1% | Mar 2024 |
|
Mission Wealth Management | 195k | $32M | 42% | Dec 2023 |
|
Telemus Capital | 193k | $32M | 7% | Dec 2023 |
|
German American Bancorp | 192k | $32M | 1% | Dec 2023 |
|
Congress Wealth Management LLC / DE / | 189k | $34M | 3% | Mar 2024 |
|
Cambiar Investors | 187k | $31M | 355% | Dec 2023 |
|
Johnson Financial Group | 187k | $31M | 102% | Dec 2023 |
|
Kestra Advisory Services | 175k | $29M | 2% | Dec 2023 |
|
JNB Advisors | 171k | $28M | 19% | Dec 2023 |
|
Pinnacle Financial Partners | 171k | $28M | 5% | Dec 2023 |
|
Jmac Enterprises | 171k | $28M | 6% | Dec 2023 |
|
LBJ Family Wealth Advisors | 170k | $28M | -1% | Dec 2023 |
|
Citadel Advisors | 169k | $28M | -26% | Dec 2023 |
|
TRUE Private Wealth Advisors | 165k | $27M | 11% | Dec 2023 |
|
Coho Partners | 164k | $27M | 7125% | Dec 2023 |
|
Orion Portfolio Solutions | 161k | $27M | 118% | Dec 2023 |
|
HB Wealth Management | 160k | $26M | 136% | Dec 2023 |
|
Robeco Investment Management | 148k | $24M | 140% | Dec 2023 |
|
Neuberger Berman Group | 146k | $24M | 168% | Dec 2023 |
|
LWMG | 144k | $24M | 18% | Dec 2023 |
|
Amg National Trust Bank | 143k | $24M | 0% | Dec 2023 |
|
Global Assets Advisory | 138k | $774k | 100% | Mar 2024 |
|
Covenant Partners | 137k | $23M | 3% | Dec 2023 |
|
RMR Wealth Builders | 137k | $25M | 0% | Mar 2024 |
|
Dynamic Advisors Solutions | 136k | $24M | 1% | Mar 2024 |
|
Savant Capital Management | 134k | $22M | -3% | Dec 2023 |
|
Warren Averett Asset Management | 134k | $22M | 0% | Dec 2023 |
|
Relative Value Partners | 134k | $22M | -7% | Dec 2023 |
|
O'shaughnessy Asset Management | 134k | $22M | 127% | Dec 2023 |
|
Hsbc Holdings | 132k | $22M | 2% | Dec 2023 |
|
Capital Advisors | 131k | $23M | 2% | Mar 2024 |
|
CX Institutional | 129k | $23M | -2% | Mar 2024 |
|
Bank Of Montreal | 129k | $21M | -12% | Dec 2023 |
|
Cambridge Investment Research Advisors | 129k | $23M | 0% | Mar 2024 |
|
Crestone Asset Management | 128k | $21M | -7% | Dec 2023 |
|
Cullen Capital Management | 127k | $21M | 100% | Dec 2023 |
|
Fulton Bank, NA | 127k | $23M | 0% | Mar 2024 |
|
PFW Advisors | 125k | $22M | -2% | Mar 2024 |
|
CB^T Wealth Management | 122k | $22M | 0% | Mar 2024 |
|
Pacific Sage Partners | 120k | $22M | -2% | Mar 2024 |
|
Financial Counselors | 120k | $20M | 5% | Dec 2023 |
|
Woodard & Co Asset Management Group | 119k | $20M | 2% | Dec 2023 |
|
Awm Capital | 117k | $21M | -6% | Mar 2024 |
|
Wilbanks Smith & Thomas Asset Management | 114k | $19M | 0% | Dec 2023 |
|
Atria Wealth Solutions | 114k | $19M | -4% | Dec 2023 |
|
New York Life Investment Management | 112k | $19M | -31% | Dec 2023 |
|
Parkside Financial Bank & Trust | 108k | $18M | -2% | Dec 2023 |
|
Sawtooth Asset Management | 108k | $18M | 39% | Dec 2023 |
|
Vantagepoint Investment Advisers | 106k | $18M | 0% | Dec 2023 |
|
Bleakley Financial Group | 106k | $17M | 40% | Dec 2023 |
|
TruWealth Advisors | 105k | $19M | 6% | Mar 2024 |
|
United Capital Financial Advisers | 103k | $17M | -22% | Dec 2023 |
|
Gts Securities | 103k | $17M | -23% | Dec 2023 |
|
Lincoln National | 102k | $17M | 4% | Dec 2023 |
|
Beirne Wealth Consulting Services | 102k | $17M | 176% | Dec 2023 |
|
Tradition Wealth Management | 99k | $23M | 0% | Dec 2023 |
|
Lindbrook Capital | 97k | $16M | -6% | Dec 2023 |
|
Fundamentun | 94k | $17M | -3% | Mar 2024 |
|
GHP Investment Advisors | 93k | $15M | -1% | Dec 2023 |
|
Westshore Wealth | 92k | $15M | 14% | Dec 2023 |
|
Buckingham Asset Management | 91k | $15M | 15% | Dec 2023 |
|
Venture Visionary Partners | 90k | $15M | 1729% | Dec 2023 |
|
Sontag Advisory | 90k | $15M | -1% | Dec 2023 |
|
Jane Street | 88k | $15M | 56% | Dec 2023 |
|
Principal Financial Group | 87k | $14M | -1% | Dec 2023 |
|
Washington Trust Bank | 86k | $14M | 1928% | Dec 2023 |
|
Noble Family Wealth | 85k | $15M | 0% | Mar 2024 |
|
Natixis Asset Management Advisors | 85k | $14M | 8% | Dec 2023 |
|
Independent Family Office | 83k | $14M | -5% | Dec 2023 |
|
Country Club Bank | 81k | $15M | -17% | Mar 2024 |
|
Rhumbline Advisers | 61k | $10M | -39% | Dec 2023 |
|
Caisse de depot et placement du Quebec | 50k | $8.3M | -50% | Dec 2023 |
|
Anchor Capital Advisors | 47k | $7.7M | -64% | Dec 2023 |
|