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 | ||
|---|---|---|---|---|---|---|
| Bank of America Corporation | 43M | $2.7B | 4% | Dec 2020 | ||
| LPL Financial | 9.2M | $571M | -25% | Dec 2020 | ||
| Morgan Stanley | 6.0M | $371M | 22% | Dec 2020 | ||
| Thrivent Financial for Lutherans | 3.6M | $223M | 15% | Dec 2020 | ||
| Aspiriant | 2.2M | $136M | 7% | Dec 2020 | ||
| UBS Group | 1.4M | $85M | 8% | Dec 2020 | ||
| Envestnet Asset Management | 1.1M | $70M | 5% | Dec 2020 | ||
| Jones Financial Companies, L.L | 1.1M | $66M | -4% | Dec 2020 | ||
| Charles Schwab Investment Management | 1.1M | $65M | -12% | Dec 2020 | ||
| BlackRock | 900k | $56M | 20% | Dec 2020 | ||
| Sand Hill Advisors | 819k | $51M | 100% | Dec 2020 | ||
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| Commonwealth Equity Services | 732k | $46M | 5% | Dec 2020 | ||
| Summit Rock Advisors | 726k | $45M | -57% | Dec 2020 | ||
| Wells Fargo & Company | 695k | $43M | 75% | Dec 2020 | ||
| Raymond James Financial Services Advisors | 666k | $41M | 0% | Dec 2020 | ||
| FMR | 653k | $41M | -2% | Dec 2020 | ||
| Goldman Sachs Group | 615k | $38M | 5% | Dec 2020 | ||
| William Blair $ Company | 545k | $34M | 18% | Dec 2020 | ||
| Pnc Financial Services | 535k | $33M | 7% | Dec 2020 | ||
| Sandy Spring Bank | 507k | $31M | 0% | Dec 2020 | ||
| Ameriprise Financial | 473k | $29M | 7% | Dec 2020 | ||
| HighTower Advisors | 439k | $27M | 3% | Dec 2020 | ||
| Benjamin F. Edwards & Company | 429k | $27M | 5% | Dec 2020 | ||
| First Republic Investment Management | 422k | $26M | 9% | Dec 2020 | ||
| United Capital Financial Advisers | 402k | $25M | 1% | Dec 2020 | ||
| Royal Bank of Canada | 390k | $24M | 7% | Dec 2020 | ||
| Colony Group | 353k | $22M | 13% | Dec 2020 | ||
| Hanson McClain Advisors | 351k | $22M | 0% | Dec 2020 | ||
| Advisor Group Holdings | 292k | $18M | 45% | Dec 2020 | ||
| Amerivest Investment Management | 289k | $18M | -5% | Dec 2020 | ||
| People's United Financial | 250k | $16M | -19% | Dec 2020 | ||
| Jpmorgan Chase & Co | 245k | $15M | 12% | Dec 2020 | ||
| Windsor Group | 243k | $15M | 2% | Dec 2020 | ||
| Raymond James & Associates | 220k | $14M | 1% | Dec 2020 | ||
| Wealth Enhancement Advisory Services | 220k | $14M | 17% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 212k | $13M | 6% | Dec 2020 | ||
| Baird Financial | 210k | $13M | 15% | Dec 2020 | ||
| ForthRight Wealth Management | 194k | $12M | 100% | Dec 2020 | ||
| Kestra Advisory Services | 194k | $12M | -3% | Dec 2020 | ||
| Wealth Advisors of Iowa | 191k | $12M | -25% | Dec 2020 | ||
| SkyOak Wealt | 161k | $10M | 2% | Dec 2020 | ||
| Balentine | 150k | $9.4M | -94% | Dec 2020 | ||
| Corepath Wealth Partners | 147k | $9.1M | 100% | Dec 2020 | ||
| Global Strategic Investment Solutions | 139k | $8.7M | 0% | Dec 2020 | ||
| Private Advisor | 135k | $8.4M | -20% | Dec 2020 | ||
| Lutz Financial Services | 134k | $8.3M | 1% | Dec 2020 | ||
| United Services Automobile Association | 133k | $8.2M | 100% | Dec 2020 | ||
| CI Investments | 132k | $8.2M | 100% | Dec 2020 | ||
| Us Bancorp | 130k | $8.1M | -9% | Dec 2020 | ||
| Financial Network Investment Corporation | 124k | $7.7M | 11% | Dec 2020 | ||
| ERTS Wealth Advisors | 122k | $7.6M | -7% | Dec 2020 | ||
| Northwestern Mutual Wealth Management Company | 114k | $7.1M | -1% | Dec 2020 | ||
| AE Wealth Management | 113k | $7.1M | 7% | Dec 2020 | ||
| Creative Financial Designs | 112k | $6.9M | 29% | Dec 2020 | ||
| Integrated Wealth Concepts | 111k | $6.9M | -27% | Dec 2020 | ||
| Howe and Rusling | 108k | $6.7M | 0% | Dec 2020 | ||
| Tortoise Investment Management | 103k | $6.4M | 2% | Dec 2020 | ||
| Petix & Botte | 103k | $6.4M | 1% | Dec 2020 | ||
| Sawtooth Asset Management | 101k | $6.3M | 2% | Dec 2020 | ||
| H D Vest Advisory Services | 101k | $6.3M | -15% | Dec 2020 | ||
| Kerntke Otto McGlone Wealth Management Group | 92k | $5.7M | 169% | Dec 2020 | ||
| IHT Wealth Management | 91k | $5.7M | -4% | Dec 2020 | ||
| Veracity Capital | 84k | $5.2M | 100% | Dec 2020 | ||
| Genovese Burford & Brothers Wealth & Retirement Plan Management | 84k | $5.2M | 7% | Dec 2020 | ||
| Cetera Investment Advisers | 84k | $5.2M | 143% | Dec 2020 | ||
| HighMark Wealth Management | 82k | $5.1M | 4% | Dec 2020 | ||
| Equitable Holdings | 81k | $5.1M | 0% | Dec 2020 | ||
| Endurance Wealth Management | 79k | $4.9M | 0% | Dec 2020 | ||
| Mml Investors Services | 78k | $4.8M | 5% | Dec 2020 | ||
| Edge Capital Group | 78k | $4.8M | 1% | Dec 2020 | ||
| HYA Advisors | 77k | $4.8M | 3% | Dec 2020 | ||
| 180 Wealth Advisors | 75k | $4.8M | -1% | Dec 2020 | ||
| Stifel Financial | 75k | $4.7M | 412% | Dec 2020 | ||
| Advisory Services Network | 71k | $4.4M | -32% | Dec 2020 | ||
| Janney Montgomery Scott | 71k | $4.4M | -3% | Dec 2020 | ||
| Vista Private Wealth Partners | 71k | $4.3M | -3% | Dec 2020 | ||
| Fortis Advisors | 70k | $4.4M | -15% | Dec 2020 | ||
| PrairieView Partners | 70k | $4.4M | -2% | Dec 2020 | ||
| Financial Planning & Information Services | 68k | $4.2M | 100% | Dec 2020 | ||
| TRUE Private Wealth Advisors | 67k | $4.1M | -67% | Dec 2020 | ||
| Family Management Corporation | 66k | $4.1M | 127% | Dec 2020 | ||
| Asset Managment | 63k | $3.9M | -1% | Dec 2020 | ||
| B, B, H, & B | 63k | $3.9M | 100% | Dec 2020 | ||
| Sigma Planning | 63k | $3.9M | 52% | Dec 2020 | ||
| Birchcreek Wealth Management | 62k | $3.8M | 100% | Dec 2020 | ||
| Creative Planning | 61k | $3.8M | 12% | Dec 2020 | ||
| Branch Banking & Trust Company | 60k | $3.7M | 17% | Dec 2020 | ||
| Mitchell Capital Management | 57k | $3.5M | -8% | Dec 2020 | ||
| Elm Partners Management | 57k | $3.5M | -5% | Dec 2020 | ||
| Tennessee Valley Asset Management Partners | 55k | $3.4M | 75% | Dec 2020 | ||
| Integrated Advisors Network | 55k | $3.4M | 100% | Dec 2020 | ||
| Pamela Horwath | 54k | $3.4M | 0% | Dec 2020 | ||
| Leonard Rickey Investment Advisors P | 53k | $3.3M | -4% | Dec 2020 | ||
| Stratos Wealth Partners | 51k | $3.2M | -55% | Dec 2020 | ||
| Carl P. Sherr & Co | 51k | $3.2M | 9% | Dec 2020 | ||
| Atlas Capital Advisors | 47k | $2.9M | 52% | Dec 2020 | ||
| Benchmark Financial Wealth Advisors | 43k | $2.7M | 13% | Dec 2020 | ||
| NewFocus Financial | 43k | $2.7M | -16% | Dec 2020 | ||
| CWM | 41k | $2.6M | -48% | Dec 2020 | ||
| 55i | 41k | $2.5M | 6% | Dec 2020 | ||
| Citigroup | 39k | $2.4M | 113% | Dec 2020 | ||
| Global Retirement Partners | 38k | $2.4M | -37% | Dec 2020 | ||
| Valley Forge Investment Consultants Inc Adv | 38k | $2.4M | 100% | Dec 2020 | ||
| Multi-Financial Securities | 37k | $2.3M | 37% | Dec 2020 | ||
| BEAM Asset Management | 36k | $2.3M | -13% | Dec 2020 | ||
| Greenline Partners | 36k | $2.2M | 100% | Dec 2020 | ||
| Sovereign Financial Group | 36k | $2.2M | 100% | Dec 2020 | ||
| Ford Financial Group | 36k | $2.2M | -20% | Dec 2020 | ||
| Financial Advocates Investment Management | 35k | $2.2M | 10% | Dec 2020 | ||
| Financial Engines Advisors L.L.C | 32k | $2.0M | 0% | Dec 2020 | ||
| Dean Investment Associates | 32k | $2.0M | 100% | Dec 2020 | ||
| Wealthquest | 32k | $2.0M | 0% | Dec 2020 | ||
| Good Life Advisors | 31k | $1.9M | 1% | Dec 2020 | ||
| Mariner Wealth Advisors | 30k | $1.9M | 100% | Dec 2020 | ||
| Equity Investment Corp Acquisition | 30k | $1.9M | 8% | Dec 2020 | ||
| Kalos Management | 29k | $1.9M | -25% | Dec 2020 | ||
| Buckingham Asset Management | 28k | $1.8M | 0% | Dec 2020 | ||
| DeRoy & Devereaux Private Investment Counsel | 28k | $1.8M | 0% | Dec 2020 | ||
| R.H. Bluestein & Company | 28k | $1.7M | 37% | Dec 2020 | ||
| Bank of Marin | 28k | $1.7M | -16% | Dec 2020 | ||
| Oppenheimer & Co | 28k | $1.7M | -4% | Dec 2020 | ||
| TL Private Wealth | 28k | $1.8M | 0% | Dec 2020 | ||
| Summit Financial | 26k | $1.6M | 1% | Dec 2020 | ||
| Regal Investment Advisors | 26k | $1.6M | 100% | Dec 2020 | ||
| Guidance Point Advisors | 25k | $1.6M | 515% | Dec 2020 | ||
| Comerica Securities | 25k | $1.6M | 18% | Dec 2020 | ||
| Northwest Wealth Management | 24k | $1.5M | -4% | Dec 2020 | ||
| TriaGen Wealth Management | 23k | $1.4M | 100% | Dec 2020 | ||
| Captrust Financial Advisors | 23k | $1.4M | 6% | Dec 2020 | ||
| Symphony Financial | 22k | $1.4M | 394% | Dec 2020 | ||
| Wealth Management Partners | 21k | $1.4M | 100% | Dec 2020 | ||
| Eldridge Investment Advisors | 21k | $1.3M | 230% | Dec 2020 | ||
| Sequoia Financial Advisors | 21k | $1.3M | -2% | Dec 2020 | ||
| Legacy Financial Strategies | 21k | $1.3M | -3% | Dec 2020 | ||
| Western Wealth Management | 21k | $1.3M | -40% | Dec 2020 | ||
| Proequities | 21k | $1.3M | -12% | Dec 2020 | ||
| Crescent Grove Advisors | 21k | $1.3M | -4% | Dec 2020 | ||
| Snow Capital Management | 21k | $1.3M | 100% | Dec 2020 | ||
| Columbus Macro | 20k | $1.2M | -24% | Dec 2020 | ||
| Wealth Alliance | 19k | $1.2M | -2% | Dec 2020 | ||
| Commerce Bank N A | 19k | $1.2M | -2% | Dec 2020 | ||
| Moloney Securities Asset Management | 19k | $1.1M | 0% | Dec 2020 | ||
| Private Trust Co Na | 18k | $1.3M | 1% | Mar 2021 | ||
| Phillips Financial Management | 18k | $1.1M | 0% | Dec 2020 | ||
| First Manhattan | 18k | $1.1M | 0% | Dec 2020 | ||
| Charter Oak Capital Management | 18k | $1.1M | 100% | Dec 2020 | ||
| Natixis Asset Management Advisors | 17k | $1.1M | -81% | Dec 2020 | ||
| Stratos Wealth Advisors | 17k | $1.0M | 288% | Dec 2020 | ||
| Windward Private Wealth Management | 16k | $1.0M | 100% | Dec 2020 | ||
| CFO4Life | 15k | $959k | 0% | Dec 2020 | ||
| First Heartland Consultants | 15k | $926k | -14% | Dec 2020 | ||
| Carlton, Hoffferkamp & Jenks Wealth Management | 15k | $947k | -12% | Dec 2020 | ||
| Patriot Financial Group Insurance Agency | 12k | $770k | -21% | Dec 2020 | ||
Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Parametric Portfolio Associates | Sep 2020 | 985k | $54M |
| Confluence Investment Management | Dec 2020 | 334k | $21M |
| Riggs Asset Managment | Sep 2020 | 95k | $5.1M |
| Susquehanna International | Sep 2020 | 30k | $1.6M |
| tru Independence | Sep 2020 | 18k | $971k |