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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 66M | $6.3B | 4% | Sep 2024 |
|
| LPL Financial | 13M | $1.3B | 3% | Sep 2024 |
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| Morgan Stanley | 8.6M | $756M | 6% | Jun 2024 |
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| Ronald Blue Trust | 4.9M | $433M | 7% | Sep 2024 |
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| Signature | 4.3M | $411M | 1% | Sep 2024 |
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| Envestnet Asset Management | 4.2M | $402M | 2% | Sep 2024 |
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| Jones Financial Companies, L.L | 3.9M | $370M | 26% | Sep 2024 |
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| Aspiriant | 2.9M | $274M | 0% | Sep 2024 |
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| Merit Financial Group | 2.4M | $226M | 1% | Sep 2024 |
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| Kestra Investment Management | 2.3M | $222M | 53% | Sep 2024 |
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| Jpmorgan Chase & Co | 1.9M | $178M | 13% | Sep 2024 |
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| BlackRock | 1.5M | $140M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 1.5M | $139M | 2% | Sep 2024 |
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| BlackRock | 1.4M | $120M | 9% | Jun 2024 |
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| Wells Fargo & Company | 1.2M | $118M | 1% | Sep 2024 |
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| William Blair $ Company | 1.2M | $111M | -1% | Sep 2024 |
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| Venturi Wealth Management | 1.0M | $99M | 57% | Sep 2024 |
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| Royal Bank of Canada | 1.0M | $99M | 4% | Sep 2024 |
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| Modera Wealth Management | 976k | $93M | 0% | Sep 2024 |
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| Auto-Owners Insurance | 864k | $82M | 0% | Sep 2024 |
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| Benjamin Edwards | 834k | $80M | 10714% | Sep 2024 |
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| CI Private Wealth | 813k | $78M | 11% | Sep 2024 |
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| Raymond James Financial Services Advisors | 802k | $77M | 2% | Sep 2024 |
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| Benjamin F. Edwards & Company | 774k | $68M | 0% | Jun 2024 |
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| Goldman Sachs Group | 708k | $62M | -4% | Jun 2024 |
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| CWM | 701k | $67M | -3% | Sep 2024 |
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| Canandaigua National Bank and Trust Company | 698k | $67M | 8% | Sep 2024 |
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| HighTower Advisors | 641k | $57M | -10% | Jun 2024 |
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| Hanson McClain Advisors | 568k | $54M | 0% | Sep 2024 |
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| Pnc Financial Services | 563k | $54M | 1% | Sep 2024 |
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| Raymond James & Associates | 563k | $54M | 13% | Sep 2024 |
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| Tanglewood Legacy Advisors | 556k | $53M | 0% | Sep 2024 |
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| Allspring Global Investments Holdings | 508k | $49M | -2% | Sep 2024 |
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| Natixis Asset Management Advisors | 479k | $46M | 12% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 473k | $42M | -4% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 466k | $44M | 1% | Sep 2024 |
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| GDS Wealth Management | 453k | $43M | -1% | Sep 2024 |
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| Townsend & Associates | 449k | $43M | -4% | Sep 2024 |
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| Cetera Investment Advisers | 445k | $39M | 4% | Jun 2024 |
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| Advisor Group Holdings | 443k | $42M | -9% | Sep 2024 |
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| McGlone Suttner Wealth Management | 443k | $42M | -18% | Sep 2024 |
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| Colony | 434k | $41M | -43% | Sep 2024 |
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| Nadler Financial | 392k | $38M | 1% | Sep 2024 |
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| Sandy Spring Bank | 367k | $35M | -3% | Sep 2024 |
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| Hantz Financial Services | 351k | $31M | -3% | Jun 2024 |
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| Veracity Capital | 346k | $33M | 3% | Sep 2024 |
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| Principal Securities | 323k | $31M | -1% | Sep 2024 |
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| Atria Wealth Solutions | 315k | $30M | 0% | Sep 2024 |
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| Petix & Botte | 304k | $29M | 1% | Sep 2024 |
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| Americana Partners | 297k | $28M | 100% | Sep 2024 |
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| H D Vest Advisory Services | 295k | $26M | 9% | Jun 2024 |
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| Private Advisor | 285k | $27M | 1% | Sep 2024 |
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| Empirical Asset Management | 285k | $931k | 0% | Sep 2024 |
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| ForthRight Wealth Management | 281k | $27M | -9% | Sep 2024 |
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| Southern Capital Advisors | 261k | $25M | 4% | Sep 2024 |
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| Flagship Harbor Advisors | 260k | $25M | 79% | Sep 2024 |
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| Mml Investors Services | 258k | $25M | 11% | Sep 2024 |
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| Drake & Associates | 248k | $24M | 3% | Sep 2024 |
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| Cambridge Investment Research Advisors | 240k | $23M | 43% | Sep 2024 |
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| Madison Wealth Partners | 238k | $23M | 7% | Sep 2024 |
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| DDFG | 228k | $22B | 3% | Sep 2024 |
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| Garde Capital | 224k | $21M | -1% | Sep 2024 |
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| Sanctuary Advisors | 224k | $22M | -6% | Sep 2024 |
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| Howe and Rusling | 219k | $21M | 5% | Sep 2024 |
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| BCJ Capital Management | 210k | $19M | -15% | Jun 2024 |
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| Steele Capital Management | 207k | $20M | -2% | Sep 2024 |
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| Ironwood Wealth Management | 203k | $19M | -1% | Sep 2024 |
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| Kestra Private Wealth Services | 198k | $19M | -41% | Sep 2024 |
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| SkyOak Wealt | 197k | $19M | 4% | Sep 2024 |
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| Atria Investments | 186k | $18M | -57% | Sep 2024 |
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| Creative Financial Designs | 184k | $18M | 12% | Sep 2024 |
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| PCA Investment Advisory Services | 180k | $17M | 6% | Sep 2024 |
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| Christopher Weil & Company | 175k | $17M | 32% | Sep 2024 |
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| Equitable Holdings | 172k | $15M | 7% | Jun 2024 |
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| Td Private Client Wealth | 172k | $16M | -16% | Sep 2024 |
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| Strategies Wealth Advisors | 170k | $16M | -1% | Sep 2024 |
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| Bank Julius Baer & Co. Ltd, Zurich | 169k | $17M | 100% | Jun 2024 |
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| Richard W. Paul & Associates | 161k | $15M | 13% | Sep 2024 |
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| Global Strategic Investment Solutions | 161k | $15M | -1% | Sep 2024 |
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| Centaurus Financial | 158k | $15M | -3% | Sep 2024 |
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| Kayne Anderson Rudnick Investment Management | 150k | $14M | -2% | Sep 2024 |
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| Financial Advocates Investment Management | 148k | $14M | 29% | Sep 2024 |
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| Tortoise Investment Management | 141k | $13M | -1% | Sep 2024 |
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| Cosner Financial Group | 141k | $13M | -2% | Sep 2024 |
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| High Probability Advisors | 139k | $13M | 100% | Sep 2024 |
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| Eaton Financial Holdings Company | 138k | $13M | -2% | Sep 2024 |
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| Stifel Financial | 135k | $12M | 3% | Jun 2024 |
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| Carl P. Sherr & Co | 135k | $12M | -2% | Jun 2024 |
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| Rockefeller Capital Management | 134k | $12M | -1% | Jun 2024 |
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| Charles Schwab Investment Management | 133k | $13M | -28% | Sep 2024 |
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| LaSalle St. Investment Advisors | 133k | $13M | 26% | Sep 2024 |
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| Stratos Wealth Partners | 131k | $13M | 8% | Sep 2024 |
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| McMahon Financial Advisors | 127k | $12M | -7% | Sep 2024 |
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| Ameritas Advisory Services | 125k | $12M | -23% | Sep 2024 |
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| Per Stirling Capital Management | 125k | $12M | 2% | Sep 2024 |
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| Kestra Advisory Services | 124k | $12M | -62% | Sep 2024 |
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| Creative Planning | 124k | $12M | 1% | Sep 2024 |
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| Birchcreek Wealth Management | 123k | $12M | 4% | Sep 2024 |
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| United Capital Financial Advisers | 122k | $12M | -2% | Sep 2024 |
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| Amplius Wealth Advisors | 122k | $12M | -4% | Sep 2024 |
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| Certified Advisory Corp | 121k | $12M | 8% | Sep 2024 |
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| Savant Capital Management | 121k | $12M | -7% | Sep 2024 |
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| Sigma Planning | 118k | $11M | 3% | Sep 2024 |
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| ERTS Wealth Advisors | 117k | $11M | -3% | Sep 2024 |
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| Lutz Financial Services | 114k | $11M | -4% | Sep 2024 |
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| Gallagher Fiduciary Advisors | 114k | $11M | -69% | Sep 2024 |
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| Concurrent Investment Advisors | 113k | $11M | 4% | Sep 2024 |
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| Symphony Financial | 112k | $11M | 4% | Sep 2024 |
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| Integrated Wealth Concepts | 111k | $11M | -4% | Sep 2024 |
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| Branch Banking & Trust Company | 111k | $9.8M | -4% | Jun 2024 |
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| Quent Capital | 102k | $9.7M | 3% | Sep 2024 |
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| Advisory Services Network | 101k | $8.9M | 0% | Sep 2024 |
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| Dynamic Advisors Solutions | 99k | $9.5M | 1% | Sep 2024 |
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| Robinson Smith Wealth Advisors | 97k | $9.3M | -4% | Sep 2024 |
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| Sapient Capital | 95k | $9.1M | 100% | Sep 2024 |
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| Financial Council Asset Management | 91k | $8.7M | 0% | Sep 2024 |
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| Main Street Financial Solutions | 91k | $8.7M | 27% | Sep 2024 |
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| Eldridge Investment Advisors | 90k | $8.6M | 0% | Sep 2024 |
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| Corepath Wealth Partners | 87k | $8.4M | 0% | Sep 2024 |
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| ICONIQ Capital | 87k | $8.3M | 100% | Sep 2024 |
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| Alliancebernstein | 83k | $7.3M | 0% | Jun 2024 |
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| Robertson Stephens Wealth Management | 83k | $7.9M | -2% | Sep 2024 |
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| Legacy Financial Group | 82k | $7.8M | 4% | Sep 2024 |
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| BEAM Asset Management | 81k | $7.8M | 6% | Sep 2024 |
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| Charter Oak Capital Management | 80k | $7.6M | 9% | Sep 2024 |
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| HighMark Wealth Management | 79k | $7.6M | -1% | Sep 2024 |
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| Mariner Wealth Advisors | 77k | $7.4M | 11% | Sep 2024 |
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| First Hawaiian Bank | 77k | $7.3M | -8% | Sep 2024 |
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| Foundry Financial Group | 76k | $7.3M | -3% | Sep 2024 |
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| Motive Wealth Advisors | 76k | $6.7M | 0% | Sep 2024 |
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| Financial Advisory Corp | 75k | $7.1M | 63% | Sep 2024 |
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| My Purposeful Wealth Corp. | 74k | $7.1M | 0% | Sep 2024 |
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| Edge Capital Group | 73k | $7.0M | -1% | Sep 2024 |
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| Confluence Investment Management | 71k | $6.8M | 1155% | Sep 2024 |
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| Resources Investment Advisors | 68k | $6.5M | -3% | Sep 2024 |
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| PrairieView Partners | 66k | $6.3M | -2% | Sep 2024 |
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| Silver Oak Securities | 64k | $6.1M | 0% | Sep 2024 |
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| Canvas Wealth Advisors | 63k | $6.1M | -2% | Sep 2024 |
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| USAdvisors Wealth Management | 63k | $6.0M | -4% | Sep 2024 |
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| Russell Investments | 62k | $5.5M | 0% | Jun 2024 |
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| Defined Wealth Management | 61k | $5.8M | 2% | Sep 2024 |
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| Spire Wealth Management | 61k | $5.8M | 0% | Sep 2024 |
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| Janney Montgomery Scott | 60k | $5.8M | -3% | Sep 2024 |
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| 180 Wealth Advisors | 59k | $5.7M | -1% | Sep 2024 |
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| Able Wealth Management | 59k | $5.6M | 2% | Sep 2024 |
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| Mercer Global Advisors | 58k | $5.1M | -5% | Jun 2024 |
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| Us Bancorp | 57k | $5.5M | -36% | Sep 2024 |
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| Captrust Financial Advisors | 57k | $5.4M | 3% | Sep 2024 |
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| WJ Wealth Management | 56k | $5.4M | 2% | Sep 2024 |
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| M^T Bank Corporation | 56k | $5.4M | -9% | Sep 2024 |
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| Global Retirement Partners | 55k | $5.3M | -19% | Sep 2024 |
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| Integrated Advisors Network | 41k | $3.9M | -33% | Sep 2024 |
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| Vantage Financial Partners | 40k | $3.8M | -34% | Sep 2024 |
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| ICA Group Wealth Management | 2.6k | $230k | -95% | Jun 2024 |
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| Scissortail Wealth Management | 2.5k | $220k | -97% | Jun 2024 |
|
Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brass Tax Wealth Management | Jun 2024 | 241k | $21M |
| Crescent Grove Advisors | Jun 2024 | 154k | $14M |