Who owns iShares Russell 1000 Value Index?

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Analyze quarterly positions in iShares Russell 1000 Value Index with up to 7 years of data, all consolidated into one spreadsheet

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Top 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
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Morgan Stanley 28M $4.3B -13% Sep 2023
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Goldman Sachs Group 16M $2.6B 4% Dec 2023
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FMR 11M $1.7B -2% Sep 2023
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Financial Engines Advisors L.L.C 10M $1.6B -1% Sep 2023
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Jpmorgan Chase & Co 9.9M $1.6B 16% Dec 2023
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Jones Financial Companies, L.L 8.7M $1.3B 1% Sep 2023
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UBS Group 7.4M $1.2B 6% Dec 2023
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Envestnet Asset Management 5.9M $893M -3% Sep 2023
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Pathstone Family Office 5.0M $40M 2004% Sep 2023
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Wells Fargo & Company 4.9M $811M 14% Dec 2023
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Synovus Financial Corp. 4.8M $732M 3% Sep 2023
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M^T Bank Corporation 3.7M $607M 1% Dec 2023
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Baird Financial 3.7M $607M 1% Dec 2023
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Raymond James & Associates 3.6M $602M 5% Dec 2023
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Northern Trust 3.5M $537M -3% Sep 2023
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Pnc Financial Services 3.3M $545M 7% Dec 2023
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LPL Financial 2.7M $407M 3% Sep 2023
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Branch Banking & Trust Company 2.6M $436M 15% Dec 2023
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BlackRock 2.5M $382M -4% Sep 2023
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Royal Bank of Canada 2.3M $384M 18% Dec 2023
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Jasper Ridge Partners 2.2M $356M 13% Dec 2023
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Commonwealth Equity Services 2.1M $346M 2% Dec 2023
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GLOBALT Investments LLC / GA 2.0M $331M 100% Dec 2023
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Stifel Financial 2.0M $325M 18% Dec 2023
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Alliancebernstein 1.9M $318M -13% Dec 2023
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Rockefeller Capital Management 1.3M $216M 0% Dec 2023
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Tiaa Trust, National Association 1.3M $212M -2% Dec 2023
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First Republic Investment Management 1.3M $190M -13% Sep 2023
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Citigroup 1.0M $173M -3% Dec 2023
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Alaska Permanent Fund Corp 1.0M $172M -6% Dec 2023
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HighTower Advisors 1.0M $170M -1% Dec 2023
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Ameriprise Financial 988k $150M 14% Sep 2023
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Us Bancorp 988k $163M -2% Dec 2023
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Brian McDonald 972k $148M 100% Sep 2023
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Waldron 911k $151M -1% Dec 2023
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Raymond James Financial Services Advisors 853k $141M 6% Dec 2023
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Hackensack Meridian Health 826k $137M -7% Dec 2023
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Alera Investment Advisors 815k $135M 3% Dec 2023
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HPM Partners 806k $30M 623% Dec 2023
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Stairway Partners 802k $133M 2% Dec 2023
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Bank of New York Mellon 800k $132M -8% Dec 2023
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Commerce Bank N A 779k $129M -3% Dec 2023
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Wealth Enhancement Advisory Services 759k $125M 14% Dec 2023
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Oakworth Capital 735k $121M 2% Dec 2023
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Advisor Group Holdings 707k $117M -18% Dec 2023
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Stephens 698k $106M -3% Sep 2023
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UNC Management Company 685k $113M 0% Dec 2023
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American Century Companies 623k $95M -56% Sep 2023
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Circle Wealth Management 621k $103M 0% Dec 2023
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Prudential Financial 616k $94M -39% Sep 2023
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1st Source Bank 591k $98M 2% Dec 2023
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Northwestern Mutual Wealth Management Company 562k $85M -10% Sep 2023
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Mariner Wealth Advisors 553k $92M -3% Dec 2023
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Creative Planning 523k $86M 8% Dec 2023
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Bnp Paribas Arbitrage, Snc 505k $84M 189814% Dec 2023
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CI Private Wealth 485k $80M -40% Dec 2023
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Cetera Investment Advisers 475k $72M 0% Sep 2023
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Modera Wealth Management 472k $78M -2% Dec 2023
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Equitable Holdings 469k $71M -2% Sep 2023
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Fifth Third Bancorp 465k $77M -9% Dec 2023
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Financial Network Investment Corporation 437k $66M -20% Sep 2023
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Strategic Wealth Partners 425k $65M 1% Sep 2023
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Cedar Mountain Advisors 403k $67M 0% Dec 2023
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Bank of Nova Scotia 403k $67M -4% Dec 2023
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Mml Investors Services 396k $60M 2% Sep 2023
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Geller Family Office Services 395k $65M -12% Dec 2023
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Cresset Asset Management 387k $59M 5% Sep 2023
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Cassaday & Co Wealth Management 383k $63M 2% Dec 2023
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Mercer Global Advisors 382k $63M 4% Dec 2023
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MV Capital Management 381k $63M 3% Dec 2023
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Massachusetts Financial Services 371k $61M 131% Dec 2023
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Stephens Group Asset Management 357k $59M 1% Dec 2023
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Landaas & Co 355k $59M -2% Dec 2023
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Captrust Financial Advisors 347k $57M 13% Dec 2023
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Rsm Us Wealth Management 346k $57M 2% Dec 2023
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Badgley Phelps Wealth Managers 343k $57M 92% Dec 2023
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Cullen Frost Bankers 334k $55M 12% Dec 2023
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Pathstone Holdings 333k $55M 100% Dec 2023
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Zacks Investment Management 332k $55M 532% Dec 2023
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Private Advisor 332k $55M -3% Dec 2023
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EP Wealth Advisors 323k $53M 291% Dec 2023
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Putnam Investments 307k $47M 3% Sep 2023
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Brown Advisory Holdings Incorporated 305k $50M 11% Dec 2023
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Multi-Financial Securities 300k $46M -18% Sep 2023
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Intl Fcstone 295k $49M 3% Dec 2023
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Thrivent Financial for Lutherans 288k $44M -2% Sep 2023
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First Business Financial Services 287k $47M 1% Dec 2023
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Eastern Bank 284k $47M 1% Dec 2023
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GW & Wade 281k $46M -3% Dec 2023
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Wind River Trust 253k $42M 0% Dec 2023
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MAI Wealth Advisors 252k $42M 2% Dec 2023
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Equity Investment Corp Acquisition 251k $42M 95% Dec 2023
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Moneta Group Investment Advisors 249k $41M 2% Dec 2023
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Janney Montgomery Scott 248k $41M 29% Dec 2023
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Flaharty Asset Management 244k $40M 0% Dec 2023
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Steward Partners Investment Advisory 242k $40M 5% Dec 2023
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FSA Wealth Management 242k $40M 1% Dec 2023
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Brandywine Global Investment Management 240k $40M 7% Dec 2023
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Bridges Investment Management 235k $39M -10% Dec 2023
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Envestnet Portfolio Solutions 230k $38M 100% Dec 2023
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Diamond Hill Capital Management 222k $37M 1792% Dec 2023
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Nuveen Asset Management 219k $33M 69% Sep 2023
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Nadler Financial 219k $36M -2% Dec 2023
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FTB Advisors 218k $36M -2% Dec 2023
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Relyea Zuckerberg Hanson 214k $35M -3% Dec 2023
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Comprehensive Financial Management 210k $35M 0% Dec 2023
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William Blair $ Company 206k $34M -2% Dec 2023
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Massey, Quick & Co 201k $33M -8% Dec 2023
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Regions Bank 199k $33M -3% Dec 2023
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Paulson Wealth Management 197k $30M 1% Sep 2023
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Granger Management 196k $30M -24% Sep 2023
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Mission Wealth Management 195k $32M 42% Dec 2023
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Telemus Capital 193k $32M 7% Dec 2023
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Susquehanna International 192k $29M -56% Sep 2023
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German American Bancorp 192k $32M 1% Dec 2023
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Cambiar Investors 187k $31M 355% Dec 2023
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Johnson Financial Group 187k $31M 102% Dec 2023
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Congress Wealth Management LLC / DE / 184k $30M 3% Dec 2023
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Kestra Advisory Services 175k $29M 2% Dec 2023
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JNB Advisors 171k $28M 19% Dec 2023
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Pinnacle Financial Partners 171k $28M 5% Dec 2023
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Jmac Enterprises 171k $28M 6% Dec 2023
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LBJ Family Wealth Advisors 170k $28M -1% Dec 2023
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Citadel Advisors 169k $28M -26% Dec 2023
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Atlantic Trust 167k $25M -1% Sep 2023
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TRUE Private Wealth Advisors 165k $27M 11% Dec 2023
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Coho Partners 164k $27M 7125% Dec 2023
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Orion Portfolio Solutions 161k $27M 118% Dec 2023
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HB Wealth Management 160k $26M 136% Dec 2023
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Keybank National Association 156k $24M -10% Sep 2023
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Goss Wealth Management 149k $23M 13% Sep 2023
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Callan Family Office 148k $23M -5% Sep 2023
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Robeco Investment Management 148k $24M 140% Dec 2023
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Neuberger Berman Group 146k $24M 168% Dec 2023
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LWMG 144k $24M 18% Dec 2023
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Amg National Trust Bank 143k $24M 0% Dec 2023
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Covenant Partners 137k $23M 3% Dec 2023
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RMR Wealth Builders 136k $23M 7% Dec 2023
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Dynamic Advisors Solutions 135k $22M 4% Dec 2023
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Savant Capital Management 134k $22M -3% Dec 2023
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Warren Averett Asset Management 134k $22M 0% Dec 2023
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Relative Value Partners 134k $22M -7% Dec 2023
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O'shaughnessy Asset Management 134k $22M 127% Dec 2023
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Hsbc Holdings 132k $22M 2% Dec 2023
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CX Institutional 132k $22M 2% Dec 2023
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Cambridge Investment Research Advisors 129k $21M 24% Dec 2023
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Bank Of Montreal 129k $21M -12% Dec 2023
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Capital Advisors 129k $21M 2% Dec 2023
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Crestone Asset Management 128k $21M -7% Dec 2023
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Fulton Bank, NA 128k $21M -1% Dec 2023
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New York Life Investment Management 112k $19M -31% Dec 2023
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FDx Advisors 109k $17M -23% Sep 2023
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United Capital Financial Advisers 103k $17M -22% Dec 2023
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Gts Securities 103k $17M -23% Dec 2023
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Westwood Holdings 95k $14M -59% Sep 2023
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Cutler 62k $10M -68% Dec 2023
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Anchor Capital Advisors 47k $7.7M -64% Dec 2023
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LJI Wealth Management 2.3k $354k -99% Sep 2023
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Who sold out of iShares Russell 1000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Employees' Retirement Fund of the City of Fort Worth Jun 2023 131k $21M