Who owns iShares Russell 3000 Value Index?
- Ticker: IUSV
- CUSIP Number: 464287663
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Russell 3000 Value Index with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Russell 3000 Value Index this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 58M | $4.9B | 4% | Dec 2023 |
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LPL Financial | 12M | $862M | 1% | Sep 2023 |
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Morgan Stanley | 7.8M | $579M | -2% | Sep 2023 |
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Ronald Blue Trust | 4.8M | $361M | -6% | Dec 2023 |
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Signature | 4.2M | $356M | 5% | Dec 2023 |
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Aspiriant | 2.4M | $205M | 5% | Dec 2023 |
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Jones Financial Companies, L.L | 2.4M | $178M | 14% | Sep 2023 |
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UBS Group | 2.0M | $165M | -1% | Dec 2023 |
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Envestnet Asset Management | 1.8M | $133M | 0% | Sep 2023 |
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Jpmorgan Chase & Co | 1.7M | $140M | 249% | Dec 2023 |
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Commonwealth Equity Services | 1.4M | $117M | 1% | Dec 2023 |
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First Republic Investment Management | 1.2M | $91M | 0% | Sep 2023 |
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Wealth Enhancement Advisory Services | 1.1M | $97M | 6% | Dec 2023 |
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Wells Fargo & Company | 1.1M | $91M | -3% | Dec 2023 |
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William Blair $ Company | 1.1M | $89M | 4% | Dec 2023 |
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Goldman Sachs Group | 999k | $84M | 25% | Dec 2023 |
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Modera Wealth Management | 978k | $83M | 9% | Dec 2023 |
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Auto-Owners Insurance | 864k | $64M | 0% | Sep 2023 |
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CWM | 847k | $71M | -10% | Dec 2023 |
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Royal Bank of Canada | 830k | $70M | 3% | Dec 2023 |
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Benjamin F. Edwards & Company | 722k | $61M | 6% | Dec 2023 |
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CI Private Wealth | 700k | $59M | 675% | Dec 2023 |
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Raymond James Financial Services Advisors | 693k | $59M | 32% | Dec 2023 |
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HighTower Advisors | 640k | $54M | -6% | Dec 2023 |
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Venturi Wealth Management | 639k | $54M | -23% | Dec 2023 |
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Windsor Group | 603k | $45M | -1% | Sep 2023 |
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Hanson McClain Advisors | 597k | $50M | 31% | Dec 2023 |
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Pnc Financial Services | 553k | $47M | 2% | Dec 2023 |
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McGlone Suttner Wealth Management | 540k | $46M | 1% | Dec 2023 |
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Ameriprise Financial | 518k | $39M | 12% | Sep 2023 |
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Tanglewood Legacy Advisors | 517k | $44M | 4% | Dec 2023 |
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Allspring Global Investments Holdings | 510k | $43M | -2% | Dec 2023 |
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GDS Wealth Management | 499k | $42M | -2% | Dec 2023 |
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Advisor Group Holdings | 478k | $40M | -15% | Dec 2023 |
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Townsend & Associates | 462k | $39M | 1% | Dec 2023 |
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FMR | 461k | $34M | 0% | Sep 2023 |
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Raymond James & Associates | 413k | $35M | 43% | Dec 2023 |
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Sandy Spring Bank | 405k | $34M | -2% | Dec 2023 |
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Atria Investments | 394k | $33M | 280% | Dec 2023 |
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Colony Group | 393k | $29M | 5% | Sep 2023 |
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Gallagher Fiduciary Advisors | 393k | $33M | -4% | Dec 2023 |
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Colony | 366k | $31M | 100% | Dec 2023 |
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Hantz Financial Services | 364k | $27M | 5% | Sep 2023 |
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Nadler Financial | 364k | $31M | 8% | Dec 2023 |
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Veracity Capital | 341k | $29M | 5% | Dec 2023 |
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ForthRight Wealth Management | 330k | $28M | 5% | Dec 2023 |
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Baird Financial | 326k | $28M | 78% | Dec 2023 |
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Atria Wealth Solutions | 318k | $27M | 2% | Dec 2023 |
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Petix & Botte | 310k | $26M | 0% | Dec 2023 |
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Natixis Asset Management Advisors | 283k | $24M | 13% | Dec 2023 |
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Kestra Private Wealth Services | 279k | $24M | 14% | Dec 2023 |
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Principal Securities | 276k | $23M | 100% | Dec 2023 |
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BlackRock | 263k | $20M | -92% | Sep 2023 |
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H D Vest Advisory Services | 263k | $22M | -9% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 259k | $19M | -1% | Sep 2023 |
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Southern Capital Advisors | 257k | $22M | -7% | Dec 2023 |
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AE Wealth Management | 252k | $21M | 51% | Dec 2023 |
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Dean Investment Associates | 247k | $21M | 100% | Dec 2023 |
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Corepath Wealth Partners | 241k | $20M | 0% | Dec 2023 |
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Garde Capital | 231k | $20M | 6% | Dec 2023 |
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ERTS Wealth Advisors | 230k | $19M | 0% | Dec 2023 |
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Financial Network Investment Corporation | 227k | $17M | 3% | Sep 2023 |
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Drake & Associates | 226k | $19M | 2% | Dec 2023 |
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Steele Capital Management | 222k | $19M | 100% | Dec 2023 |
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BCJ Capital Management | 222k | $19M | -32% | Dec 2023 |
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Charles Schwab Investment Management | 218k | $18M | -13% | Dec 2023 |
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DDFG | 218k | $16B | -3% | Sep 2023 |
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Madison Wealth Partners | 215k | $18M | 6% | Dec 2023 |
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Vident Advisory | 214k | $18M | 21% | Dec 2023 |
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Ironwood Wealth Management | 206k | $17M | -1% | Dec 2023 |
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Integrated Advisors Network | 203k | $17M | -6% | Dec 2023 |
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Mml Investors Services | 200k | $15M | 7% | Sep 2023 |
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Bank Julius Baer & Co. Ltd, Zurich | 198k | $17M | -1% | Dec 2023 |
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Strategies Wealth Advisors | 182k | $15M | -4% | Dec 2023 |
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SkyOak Wealt | 181k | $15M | 3% | Dec 2023 |
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First Hawaiian Bank | 172k | $15M | -1% | Dec 2023 |
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Howe and Rusling | 172k | $15M | 7% | Dec 2023 |
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Private Advisor | 172k | $15M | 5% | Dec 2023 |
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Allianz Asset Management | 166k | $14M | 52% | Dec 2023 |
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Global Strategic Investment Solutions | 163k | $14M | -1% | Dec 2023 |
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Crescent Grove Advisors | 151k | $13M | -6% | Dec 2023 |
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Centaurus Financial | 150k | $13M | -1% | Dec 2023 |
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M^T Bank Corporation | 149k | $13M | -14% | Dec 2023 |
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Amplius Wealth Advisors | 148k | $12M | -1% | Dec 2023 |
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Kayne Anderson Rudnick Investment Management | 147k | $11M | 9% | Sep 2023 |
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United Capital Financial Advisers | 143k | $12M | -29% | Dec 2023 |
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Cosner Financial Group | 141k | $12M | 9% | Dec 2023 |
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Equitable Holdings | 141k | $11M | 0% | Sep 2023 |
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Eaton Financial Holdings Company | 140k | $12M | 1% | Dec 2023 |
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McMahon Financial Advisors | 139k | $12M | 3% | Dec 2023 |
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Cambridge Investment Research Advisors | 139k | $12M | -3% | Dec 2023 |
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Richard W. Paul & Associates | 137k | $12M | 3% | Dec 2023 |
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Carl P. Sherr & Co | 136k | $12M | -3% | Dec 2023 |
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Tortoise Investment Management | 136k | $12M | -5% | Dec 2023 |
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My Purposeful Wealth Corp. | 132k | $11M | -11% | Dec 2023 |
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Lutz Financial Services | 131k | $11M | 0% | Dec 2023 |
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Stifel Financial | 131k | $11M | 17% | Dec 2023 |
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Integrated Wealth Concepts | 130k | $9.7M | -7% | Sep 2023 |
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Savant Capital Management | 130k | $11M | -2% | Dec 2023 |
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PCA Investment Advisory Services | 130k | $11M | 3% | Dec 2023 |
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Cetera Investment Advisers | 130k | $9.7M | -4% | Sep 2023 |
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Foundry Financial Group | 128k | $11M | 100% | Dec 2023 |
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Rockefeller Capital Management | 128k | $11M | -2% | Dec 2023 |
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Per Stirling Capital Management | 117k | $8.7M | -3% | Sep 2023 |
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Branch Banking & Trust Company | 112k | $9.4M | 4% | Dec 2023 |
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Birchcreek Wealth Management | 111k | $9.3M | 10% | Dec 2023 |
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Symphony Financial | 109k | $9.1M | -62% | Dec 2023 |
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Monument Capital Management | 106k | $9.0M | -37% | Dec 2023 |
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Financial Advocates Investment Management | 105k | $9.4M | 16% | Dec 2023 |
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Stratos Wealth Partners | 104k | $8.8M | 16% | Dec 2023 |
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Robinson Smith Wealth Advisors | 101k | $8.5M | 100% | Dec 2023 |
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Creative Planning | 100k | $8.5M | -1% | Dec 2023 |
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Kestra Advisory Services | 98k | $8.3M | -2% | Dec 2023 |
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Advisory Services Network | 96k | $8.1M | 1% | Dec 2023 |
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Eldridge Investment Advisors | 96k | $8.1M | 761% | Dec 2023 |
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Quent Capital | 95k | $8.0M | 29% | Dec 2023 |
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Financial Council Asset Management | 95k | $8.0M | 0% | Dec 2023 |
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Certified Advisory Corp | 95k | $8.0M | 4% | Dec 2023 |
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Dynamic Advisors Solutions | 93k | $7.8M | 1% | Dec 2023 |
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Us Bancorp | 93k | $7.8M | 2% | Dec 2023 |
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Alliancebernstein | 84k | $7.1M | 1% | Dec 2023 |
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Mariner Wealth Advisors | 84k | $7.0M | -35% | Dec 2023 |
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HighMark Wealth Management | 83k | $7.0M | 1% | Dec 2023 |
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BEAM Asset Management | 78k | $6.6M | 1% | Dec 2023 |
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Edge Capital Group | 76k | $5.7M | 0% | Sep 2023 |
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Canvas Wealth Advisors | 75k | $6.3M | 20% | Dec 2023 |
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USAdvisors Wealth Management | 74k | $6.3M | -19% | Dec 2023 |
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IHT Wealth Management | 71k | $5.3M | -3% | Sep 2023 |
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Charter Oak Capital Management | 70k | $5.9M | 1% | Dec 2023 |
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PrairieView Partners | 69k | $5.8M | 7% | Dec 2023 |
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Silver Oak Securities | 68k | $5.7M | 425% | Dec 2023 |
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ICA Group Wealth Management | 66k | $5.6M | 0% | Dec 2023 |
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Equity Investment Corp Acquisition | 66k | $5.5M | 91% | Dec 2023 |
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Resources Investment Advisors | 65k | $4.9M | 0% | Sep 2023 |
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Mitchell Capital Management | 65k | $4.8M | -14% | Sep 2023 |
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Defined Wealth Management | 63k | $5.3M | 27% | Dec 2023 |
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180 Wealth Advisors | 62k | $5.3M | -3% | Dec 2023 |
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Global Retirement Partners | 62k | $5.1M | 36% | Dec 2023 |
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Mercer Global Advisors | 61k | $5.2M | -8% | Dec 2023 |
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Spire Wealth Management | 61k | $5.1M | 5% | Dec 2023 |
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Vantage Financial Partners | 58k | $4.9M | 3% | Dec 2023 |
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WJ Wealth Management | 58k | $4.9M | 3% | Dec 2023 |
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Ameritas Advisory Services | 58k | $4.9M | -54% | Dec 2023 |
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Janney Montgomery Scott | 58k | $4.9M | -25% | Dec 2023 |
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Captrust Financial Advisors | 57k | $4.8M | -3% | Dec 2023 |
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Robertson Stephens Wealth Management | 57k | $4.8M | -13% | Dec 2023 |
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Able Wealth Management | 56k | $4.7M | 100% | Dec 2023 |
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Eley Financial Management | 55k | $4.6M | 0% | Dec 2023 |
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Perigon Wealth Management | 55k | $4.6M | 3% | Dec 2023 |
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Pamela Horwath | 54k | $4.6M | 0% | Dec 2023 |
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Breakwater Capital Group | 51k | $4.3M | -17% | Dec 2023 |
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Monticello Wealth Management | 45k | $3.8M | -63% | Dec 2023 |
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Prudential Financial | 44k | $3.3M | -23% | Sep 2023 |
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Sigma Planning | 42k | $3.5M | -65% | Dec 2023 |
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Beacon Pointe Advisors | 12k | $1.0M | -96% | Dec 2023 |
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Grey Fox Wealth Advisors | 2.9k | $243k | -98% | Dec 2023 |
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Amerivest Investment Management | 0 | $0 | -100% | Sep 2023 |
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Who sold out of iShares Russell 3000 Value Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Employees' Retirement Fund of the City of Fort Worth | Jun 2023 | 580k | $45M |
Vident Investment Advisory | Jun 2023 | 146k | $11M |