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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Top investors of iShares Russell 3000 Value Index stock
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 |
|---|---|---|---|---|---|
| LPL Financial | 16M | $1.6B | 4% | Sep 2025 |
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| Morgan Stanley | 9.0M | $853M | 100% | Jun 2025 |
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| Jones Financial Companies, L.L | 6.1M | $610M | 8% | Sep 2025 |
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| Envestnet Asset Management | 5.8M | $581M | 11% | Sep 2025 |
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| Ronald Blue Trust | 5.0M | $499M | 3% | Sep 2025 |
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| Signature | 4.5M | $449M | 0% | Sep 2025 |
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| Aspiriant | 3.6M | $360M | 1% | Sep 2025 |
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| Kestra Investment Management | 3.4M | $337M | 22% | Sep 2025 |
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| Merit Financial Group | 2.3M | $234M | 2% | Sep 2025 |
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| Jpmorgan Chase & Co | 2.3M | $226M | 11% | Sep 2025 |
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| UBS Group | 1.6M | $159M | -1% | Sep 2025 |
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| Raymond James Financial | 1.5M | $151M | 0% | Sep 2025 |
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| Royal Bank of Canada | 1.5M | $146M | 6% | Sep 2025 |
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| Commonwealth Equity Services | 1.3M | $128M | -8% | Sep 2025 |
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| Modera Wealth Management | 1.3M | $126M | 0% | Sep 2025 |
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| Benjamin Edwards | 1.1M | $107M | 6% | Sep 2025 |
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| Wells Fargo & Company | 1.1M | $107M | -5% | Sep 2025 |
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| William Blair $ Company | 1.0M | $104M | -1% | Sep 2025 |
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| Foster Group | 1.0M | $104M | 100% | Sep 2025 |
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| Auto-Owners Insurance | 864k | $86M | 0% | Sep 2025 |
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| Canandaigua National Bank and Trust Company | 837k | $84M | 2% | Sep 2025 |
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| Cetera Investment Advisers | 824k | $82M | 72% | Sep 2025 |
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| Pnc Financial Services | 818k | $82M | 42% | Sep 2025 |
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| Natixis Asset Management Advisors | 811k | $81M | 13% | Sep 2025 |
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| Principal Securities | 737k | $74M | 0% | Sep 2025 |
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| Tanglewood Legacy Advisors | 643k | $64M | 3% | Sep 2025 |
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| Hanson McClain Advisors | 640k | $64M | -2% | Sep 2025 |
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| HighTower Advisors | 636k | $64M | 6% | Sep 2025 |
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| McGlone Suttner Wealth Management | 625k | $63M | 2% | Sep 2025 |
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| CWM | 623k | $62M | -8% | Sep 2025 |
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| Goldman Sachs Group | 591k | $59M | 5% | Sep 2025 |
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| Allspring Global Investments Holdings | 544k | $55M | 0% | Sep 2025 |
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| Advisor Group Holdings | 518k | $52M | 2% | Sep 2025 |
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| FMR | 478k | $48M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 458k | $46M | 0% | Sep 2025 |
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| Nadler Financial | 447k | $45M | 9% | Sep 2025 |
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| CI Private Wealth | 446k | $45M | -2% | Sep 2025 |
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| Ameriprise Financial | 414k | $41M | -1% | Sep 2025 |
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| Flagship Harbor Advisors | 408k | $41M | 14% | Sep 2025 |
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| Colony | 394k | $39M | -2% | Sep 2025 |
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| Veracity Capital | 389k | $39M | 4% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 373k | $37M | 2% | Sep 2025 |
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| Union Bankshares | 363k | $36M | 3% | Sep 2025 |
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| Townsend & Associates | 362k | $36M | -18% | Sep 2025 |
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| Private Advisor | 355k | $36M | 2% | Sep 2025 |
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| Kestra Private Wealth Services | 352k | $35M | -2% | Sep 2025 |
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| Hantz Financial Services | 348k | $35M | 1% | Sep 2025 |
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| Howe and Rusling | 342k | $34M | 10% | Sep 2025 |
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| H D Vest Advisory Services | 317k | $30M | 2% | Jun 2025 |
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| Cambridge Investment Research Advisors | 302k | $30M | 3% | Sep 2025 |
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| ForthRight Wealth Management | 300k | $30M | 3% | Sep 2025 |
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| Madison Wealth Partners | 299k | $30M | 4% | Sep 2025 |
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| GDS Wealth Management | 296k | $30M | -6% | Sep 2025 |
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| Southern Capital Advisors | 287k | $29M | 2% | Sep 2025 |
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| PCA Investment Advisory Services | 279k | $28M | 9% | Sep 2025 |
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| DDFG | 271k | $27B | 5% | Sep 2025 |
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| Mml Investors Services | 269k | $27M | -6% | Sep 2025 |
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| Vident Advisory | 251k | $25M | 1% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 245k | $25M | 19% | Sep 2025 |
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| Garde Capital | 244k | $23M | 4% | Jun 2025 |
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| Waldron | 242k | $24M | -8% | Sep 2025 |
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| Two Sigma Investments | 236k | $24M | 100% | Sep 2025 |
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| Venturi Wealth Management | 234k | $23M | -44% | Sep 2025 |
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| Integrated Advisors Network | 216k | $22M | 10% | Sep 2025 |
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| Strategies Wealth Advisors | 214k | $21M | -6% | Sep 2025 |
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| Steele Capital Management | 212k | $21M | -1% | Sep 2025 |
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| Equitable Holdings | 211k | $21M | 7% | Sep 2025 |
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| Duncan Williams Asset Management | 208k | $21M | 100% | Sep 2025 |
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| SkyOak Wealt | 204k | $20M | -2% | Sep 2025 |
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| Salus Financial Advisors | 203k | $20M | 3% | Sep 2025 |
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| Ironwood Wealth Management | 199k | $20M | 1% | Sep 2025 |
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| Atria Wealth Solutions | 186k | $18M | 55% | Jun 2025 |
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| RMB Capital Management | 185k | $19M | 111% | Sep 2025 |
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| Atria Investments | 180k | $18M | 1% | Sep 2025 |
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| Rockefeller Capital Management | 178k | $18M | 4% | Sep 2025 |
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| Petix & Botte | 175k | $17M | -8% | Sep 2025 |
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| Birchcreek Wealth Management | 168k | $17M | 10% | Sep 2025 |
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| High Probability Advisors | 167k | $17M | 4% | Sep 2025 |
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| Richard W. Paul & Associates | 165k | $17M | 2% | Sep 2025 |
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| Centaurus Financial | 165k | $17M | 2% | Sep 2025 |
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| Crescent Grove Advisors | 164k | $16M | 2% | Sep 2025 |
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| Financial Partners Group | 160k | $16M | 0% | Sep 2025 |
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| Stifel Financial | 153k | $15M | 16% | Sep 2025 |
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| Savant Capital Management | 151k | $15M | 61% | Sep 2025 |
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| Kayne Anderson Rudnick Investment Management | 149k | $15M | -7% | Sep 2025 |
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| Global Strategic Investment Solutions | 145k | $15M | 0% | Sep 2025 |
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| Legacy Financial Group | 145k | $14M | 21% | Jun 2025 |
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| Branch Banking & Trust Company | 142k | $14M | 15% | Sep 2025 |
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| Concurrent Investment Advisors | 142k | $14M | 11% | Sep 2025 |
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| McMahon Financial Advisors | 140k | $14M | 1% | Sep 2025 |
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| Cosner Financial Group | 139k | $14M | -2% | Sep 2025 |
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| Baird Financial | 137k | $14M | -10% | Sep 2025 |
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| Fortress Financial Group | 137k | $14M | 3% | Sep 2025 |
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| Carl P. Sherr & Co | 136k | $14M | 2% | Sep 2025 |
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| Creative Planning | 135k | $14M | -3% | Sep 2025 |
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| Kestra Advisory Services | 131k | $13M | 12% | Sep 2025 |
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| Sigma Planning | 128k | $13M | 2% | Sep 2025 |
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| Ameritas Advisory Services | 127k | $13M | 63% | Sep 2025 |
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| Goss Wealth Management | 122k | $12M | 2% | Sep 2025 |
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| Independence Financial Advisors | 120k | $12M | -5% | Sep 2025 |
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| Main Street Financial Solutions | 118k | $12M | 6% | Sep 2025 |
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| Stratos Wealth Partners | 117k | $12M | -5% | Sep 2025 |
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| Td Private Client Wealth | 117k | $12M | -27% | Sep 2025 |
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| Certified Advisory Corp | 117k | $12M | -3% | Sep 2025 |
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| Symphony Financial | 116k | $12M | 15% | Sep 2025 |
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| United Capital Financial Advisers | 114k | $11M | 0% | Sep 2025 |
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| ERTS Wealth Advisors | 114k | $11M | 0% | Sep 2025 |
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| Lutz Financial Services | 113k | $11M | 0% | Sep 2025 |
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| Creative Financial Designs | 113k | $11M | -55% | Sep 2025 |
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| Dynamic Advisors Solutions | 109k | $11M | 4% | Sep 2025 |
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| Tortoise Investment Management | 107k | $11M | -7% | Sep 2025 |
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| Integrated Wealth Concepts | 106k | $11M | -1% | Sep 2025 |
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| Robinson Smith Wealth Advisors | 103k | $10M | 2% | Sep 2025 |
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| Quent Capital | 99k | $9.9M | -1% | Sep 2025 |
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| Charles Schwab Investment Management | 98k | $9.8M | -2% | Sep 2025 |
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| Mariner Wealth Advisors | 97k | $9.7M | -1% | Sep 2025 |
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| Sapient Capital | 96k | $9.6M | 0% | Sep 2025 |
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| Financial Council Asset Management | 91k | $9.1M | 0% | Sep 2025 |
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| Alliancebernstein | 89k | $8.9M | 4% | Sep 2025 |
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| Alpha Zero | 89k | $8.9M | 7% | Sep 2025 |
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| Charter Oak Capital Management | 88k | $8.8M | -1% | Sep 2025 |
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| Amplius Wealth Advisors | 88k | $8.8M | -28% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 87k | $8.7M | 149% | Sep 2025 |
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| Mercer Global Advisors | 86k | $8.6M | -6% | Sep 2025 |
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| ICONIQ Capital | 86k | $8.6M | 0% | Sep 2025 |
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| IFG Advisory | 81k | $8.1M | 9% | Sep 2025 |
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| Asset Management Investors | 78k | $7.7M | 2% | Sep 2025 |
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| Motive Wealth Advisors | 78k | $7.7M | 2% | Sep 2025 |
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| Foundry Financial Group | 77k | $7.7M | 1% | Sep 2025 |
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| HighMark Wealth Management | 77k | $7.6M | -1% | Sep 2025 |
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| Resources Investment Advisors | 76k | $7.6M | 0% | Sep 2025 |
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| EP Wealth Advisors | 75k | $7.1M | 101% | Jun 2025 |
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| Legacy Solutions | 74k | $7.4M | 0% | Sep 2025 |
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| Canandaigua National Trust Co of Florida | 74k | $7.4M | 8% | Sep 2025 |
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| ValMark Advisers | 73k | $7.3M | 6% | Sep 2025 |
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| Canvas Wealth Advisors | 72k | $7.3M | 4% | Sep 2025 |
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| PrairieView Partners | 69k | $6.5M | 9% | Jun 2025 |
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| TD Waterhouse Canada | 67k | $6.8M | 4% | Sep 2025 |
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| Janney Montgomery Scott | 64k | $6.4M | 6% | Sep 2025 |
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| Able Wealth Management | 63k | $6.3M | -1% | Sep 2025 |
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| Global Retirement Partners | 63k | $6.3M | 5% | Sep 2025 |
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| BEAM Asset Management | 63k | $6.2M | -4% | Sep 2025 |
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| Columbus Macro | 61k | $6.1M | -20% | Sep 2025 |
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| Endowment Wealth Management | 61k | $6.1M | 15% | Sep 2025 |
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| Mutual Advisors | 60k | $6.1M | 7% | Sep 2025 |
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| Christopher Weil & Company | 59k | $5.9M | 14% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 59k | $5.8M | -50% | Sep 2025 |
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| Defined Wealth Management | 58k | $5.8M | 0% | Sep 2025 |
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| BCJ Capital Management | 58k | $5.8M | -24% | Sep 2025 |
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| Corepath Wealth Partners | 58k | $5.8M | -36% | Sep 2025 |
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| Variant Private Wealth | 57k | $5.7M | -1% | Sep 2025 |
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| Integrity Alliance | 56k | $5.6M | -42% | Sep 2025 |
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| Modern Wealth Management | 55k | $5.5M | -53% | Sep 2025 |
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| Eaton Financial Holdings Company | 54k | $5.3M | -26% | Sep 2025 |
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| Drake & Associates | 24k | $2.4M | -92% | Sep 2025 |
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| BlackRock | 20k | $2.0M | -98% | Sep 2025 |
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| Eldridge Investment Advisors | 11k | $1.1M | -88% | Sep 2025 |
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| Per Stirling Capital Management | 8.1k | $811k | -94% | Sep 2025 |
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| LaSalle St. Investment Advisors | 5.3k | $527k | -97% | Sep 2025 |
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Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Churchill Management Corp. | Mar 2025 | 1.9M | $173M |
| Financial Advocates Investment Management | Jun 2025 | 148k | $14M |
| Confluence Investment Management | Jun 2025 | 126k | $12M |