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 | 83M | $8.5B | 100% | Mar 2026 |
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| LPL Financial | 17M | $1.8B | 5% | Mar 2026 |
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| Morgan Stanley | 9.9M | $1.0B | 1% | Mar 2026 |
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| Envestnet Asset Management | 7.2M | $733M | 21% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.4M | $658M | 5% | Dec 2025 |
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| Signature | 4.6M | $475M | 1% | Mar 2026 |
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| Ronald Blue Trust | 4.3M | $437M | -4% | Mar 2026 |
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| Kestra Investment Management | 3.9M | $398M | 3% | Mar 2026 |
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| Aspiriant | 3.7M | $377M | 3% | Mar 2026 |
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| Merit Financial Group | 2.8M | $285M | 7% | Mar 2026 |
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| Raymond James Financial | 1.7M | $176M | 14% | Dec 2025 |
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| UBS Group | 1.6M | $164M | -1% | Mar 2026 |
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| Royal Bank of Canada | 1.5M | $154M | 3% | Mar 2026 |
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| Pnc Financial Services | 1.4M | $147M | 18% | Mar 2026 |
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| Auto-Owners Insurance | 1.4M | $139M | 0% | Mar 2026 |
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| Benjamin Edwards | 1.3M | $134M | 14% | Mar 2026 |
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| Modera Wealth Management | 1.2M | $121M | -1% | Mar 2026 |
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| Wells Fargo & Company | 1.2M | $121M | 8% | Mar 2026 |
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| William Blair $ Company | 1.2M | $119M | 7% | Mar 2026 |
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| Foster Group | 1.1M | $114M | 3% | Mar 2026 |
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| Natixis Asset Management Advisors | 1.0M | $105M | 16% | Mar 2026 |
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| Canandaigua National Bank and Trust Company | 864k | $89M | 3% | Dec 2025 |
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| CI Private Wealth | 818k | $83M | 16% | Mar 2026 |
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| Canandaigua National Bank and Trust Company | 811k | $83M | 100% | Mar 2026 |
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| Venturi Wealth Management | 792k | $81M | -39% | Mar 2026 |
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| HighTower Advisors | 718k | $73M | 1% | Mar 2026 |
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| Cetera Investment Advisers | 711k | $73M | -4% | Mar 2026 |
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| Principal Securities | 702k | $72M | 12% | Mar 2026 |
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| Sequoia Financial Advisors | 696k | $71M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 659k | $67M | -43% | Mar 2026 |
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| McGlone Suttner Wealth Management | 653k | $67M | 1% | Mar 2026 |
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| CWM | 613k | $63M | -2% | Dec 2025 |
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| Hanson McClain Advisors | 612k | $63M | -4% | Dec 2025 |
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| Allspring Global Investments Holdings | 526k | $54M | -3% | Mar 2026 |
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| Advisor Group Holdings | 503k | $52M | -3% | Dec 2025 |
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| FMR | 471k | $48M | -1% | Dec 2025 |
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| Nadler Financial | 453k | $46M | -1% | Mar 2026 |
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| RMB Capital Management | 450k | $46M | 45% | Mar 2026 |
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| Colony | 449k | $46M | 14% | Dec 2025 |
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| Evergreen Wealth Solutions | 443k | $45M | 100% | Mar 2026 |
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| Goldman Sachs Group | 435k | $45M | -22% | Mar 2026 |
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| Ameriprise Financial | 418k | $43M | 0% | Mar 2026 |
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| Flagship Harbor Advisors | 408k | $42M | -6% | Mar 2026 |
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| Tanglewood Legacy Advisors | 381k | $39M | 7% | Mar 2026 |
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| Union Bankshares | 368k | $38M | 2% | Mar 2026 |
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| Veracity Capital | 361k | $37M | -11% | Mar 2026 |
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| Howe and Rusling | 359k | $37M | 3% | Mar 2026 |
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| Hantz Financial Services | 358k | $37M | 3% | Mar 2026 |
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| Equitable Holdings | 331k | $34M | 43% | Mar 2026 |
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| PCA Investment Advisory Services | 321k | $33M | 6% | Mar 2026 |
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| Townsend & Associates | 319k | $34M | -12% | Mar 2026 |
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| Madison Wealth Partners | 312k | $32M | 0% | Mar 2026 |
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| ForthRight Wealth Management | 302k | $31M | 1% | Mar 2026 |
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| DDFG | 297k | $30B | 6% | Mar 2026 |
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| Southern Capital Advisors | 296k | $30M | 1% | Mar 2026 |
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| Baird Financial | 294k | $30M | 114% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 289k | $30M | 18% | Dec 2025 |
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| Kestra Private Wealth Services | 286k | $29M | -16% | Mar 2026 |
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| Duncan Williams Asset Management | 271k | $28M | -1% | Mar 2026 |
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| Mml Investors Services | 250k | $26M | -13% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 247k | $25M | -36% | Mar 2026 |
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| Gotham Asset Management | 241k | $25M | 88% | Mar 2026 |
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| Vident Advisory | 240k | $25M | -5% | Dec 2025 |
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| Garde Capital | 237k | $24M | -2% | Mar 2026 |
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| Waldron | 235k | $24M | -2% | Mar 2026 |
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| GDS Wealth Management | 228k | $23M | -6% | Mar 2026 |
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| Sanctuary Advisors | 227k | $23M | 5% | Mar 2026 |
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| Salus Financial Advisors | 225k | $23M | 9% | Mar 2026 |
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| Alliance Private Wealth | 221k | $23M | 100% | Mar 2026 |
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| Private Advisor | 220k | $23M | -38% | Mar 2026 |
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| Rockefeller Capital Management | 217k | $22M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 212k | $22M | 1% | Mar 2026 |
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| Strategies Wealth Advisors | 211k | $22M | -2% | Dec 2025 |
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| Steele Capital Management | 210k | $21M | -1% | Mar 2026 |
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| Kestra Advisory Services | 206k | $21M | 22% | Mar 2026 |
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| Birchcreek Wealth Management | 202k | $21M | 1% | Mar 2026 |
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| SkyOak Wealt | 201k | $21M | 0% | Mar 2026 |
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| Ironwood Wealth Management | 193k | $20M | -1% | Mar 2026 |
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| Richard W. Paul & Associates | 182k | $19M | 4% | Mar 2026 |
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| High Probability Advisors | 178k | $18M | 4% | Mar 2026 |
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| Crescent Grove Advisors | 162k | $17M | 0% | Mar 2026 |
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| Financial Partners Group | 161k | $17M | 1% | Mar 2026 |
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| McMahon Financial Advisors | 160k | $16M | 7% | Mar 2026 |
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| Concurrent Investment Advisors | 159k | $16M | 2% | Mar 2026 |
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| United Capital Financial Advisers | 157k | $16M | 20% | Mar 2026 |
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| BCJ Capital Management | 155k | $16M | -33% | Mar 2026 |
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| Stifel Financial | 151k | $16M | -7% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 151k | $15M | 1% | Dec 2025 |
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| Allianz Asset Management | 150k | $15M | 100% | Mar 2026 |
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| Savant Capital Management | 147k | $15M | 0% | Mar 2026 |
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| Global Strategic Investment Solutions | 146k | $15M | 0% | Mar 2026 |
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| Petix & Botte | 144k | $15M | -5% | Mar 2026 |
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| Fortress Financial Group | 141k | $15M | 3% | Dec 2025 |
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| Cosner Financial Group | 140k | $14M | 0% | Mar 2026 |
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| Carl P. Sherr & Co | 136k | $14M | 0% | Mar 2026 |
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| Creative Planning | 134k | $14M | 1% | Mar 2026 |
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| Goss Wealth Management | 130k | $13M | 6% | Mar 2026 |
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| Keenan | 120k | $12M | 14% | Mar 2026 |
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| Creative Financial Designs | 119k | $12M | 2% | Mar 2026 |
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| Atria Investments | 119k | $12M | -30% | Mar 2026 |
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| Main Street Financial Solutions | 118k | $12M | -1% | Dec 2025 |
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| Branch Banking & Trust Company | 113k | $12M | -20% | Mar 2026 |
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| Lutz Financial Services | 112k | $11M | -1% | Mar 2026 |
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| Stratos Wealth Partners | 111k | $11M | 2% | Mar 2026 |
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| ERTS Wealth Advisors | 110k | $11M | -3% | Mar 2026 |
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| Mariner Wealth Advisors | 107k | $11M | 2% | Mar 2026 |
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| Integrated Wealth Concepts | 106k | $11M | 3% | Mar 2026 |
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| Crestwood Advisors | 105k | $11M | 325% | Mar 2026 |
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| Janney Montgomery Scott | 104k | $11M | 54% | Mar 2026 |
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| Arwa | 102k | $11M | 10% | Mar 2026 |
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| Tortoise Investment Management | 101k | $10M | -2% | Mar 2026 |
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| Sigma Planning | 101k | $10M | -7% | Mar 2026 |
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| Dynamic Advisors Solutions | 98k | $10M | 2% | Mar 2026 |
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| Christopher Weil & Company | 98k | $10M | 21% | Mar 2026 |
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| Sapient Capital | 97k | $9.9M | 0% | Mar 2026 |
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| Quent Capital | 96k | $9.9M | -2% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 96k | $9.8M | 10% | Dec 2025 |
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| Charles Schwab Investment Management | 96k | $9.8M | -3% | Dec 2025 |
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| Charter Oak Capital Management | 94k | $9.6M | 4% | Mar 2026 |
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| Td Private Client Wealth | 94k | $9.6M | -11% | Mar 2026 |
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| Independence Financial Advisors | 93k | $9.5M | -22% | Mar 2026 |
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| Financial Council Asset Management | 91k | $9.3M | 0% | Mar 2026 |
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| Asset Management Investors | 89k | $9.1M | 7% | Mar 2026 |
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| ICONIQ Capital | 86k | $8.8M | 0% | Dec 2025 |
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| Amplius Wealth Advisors | 85k | $8.7M | -3% | Mar 2026 |
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| Alpha Zero | 83k | $8.5M | 2% | Mar 2026 |
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| Alliancebernstein | 82k | $8.4M | -8% | Mar 2026 |
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| HighMark Wealth Management | 81k | $8.2M | 5% | Mar 2026 |
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| Foundry Financial Group | 80k | $8.2M | 2% | Mar 2026 |
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| Mercer Global Advisors | 79k | $8.1M | 5% | Mar 2026 |
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| Vestmark Advisory Solutions | 78k | $7.9M | 98% | Mar 2026 |
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| Canvas Wealth Advisors | 77k | $7.8M | 3% | Mar 2026 |
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| Resources Investment Advisors | 76k | $7.7M | 0% | Mar 2026 |
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| Motive Wealth Advisors | 75k | $7.7M | -1% | Mar 2026 |
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| Paul Damon & Associates | 75k | $7.7M | 50% | Mar 2026 |
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| Symphony Financial | 74k | $7.6M | -6% | Mar 2026 |
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| Canandaigua National Trust Co of Florida | 74k | $7.5M | 0% | Mar 2026 |
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| Gallagher Fiduciary Advisors | 71k | $7.3M | 14% | Mar 2026 |
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| Centaurus Financial | 71k | $7.3M | -57% | Mar 2026 |
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| Legacy Solutions | 71k | $7.2M | -6% | Mar 2026 |
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| Independent Advisor Alliance | 70k | $7.2M | 100% | Mar 2026 |
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| HPM Partners | 70k | $7.1M | 109% | Mar 2026 |
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| Certified Advisory Corp | 69k | $7.0M | -40% | Mar 2026 |
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| CIBC Bancorp USA | 68k | $7.0M | 100% | Mar 2026 |
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| ValMark Advisers | 68k | $6.9M | -4% | Mar 2026 |
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| Integrity Alliance | 67k | $6.9M | 6% | Mar 2026 |
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| Townsend Financial Planning | 66k | $6.8M | 100% | Mar 2026 |
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| Able Wealth Management | 65k | $6.6M | 2% | Mar 2026 |
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| Mutual Advisors | 64k | $6.5M | 2% | Mar 2026 |
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| BEAM Asset Management | 61k | $6.2M | -1% | Mar 2026 |
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| Ameritas Advisory Services | 58k | $5.9M | -13% | Mar 2026 |
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| Global Retirement Partners | 55k | $5.6M | -13% | Dec 2025 |
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| Robertson Stephens Wealth Management | 53k | $5.4M | -14% | Mar 2026 |
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| TD Waterhouse Canada | 48k | $4.9M | -31% | Mar 2026 |
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| Equity Investment Corp Acquisition | 42k | $4.3M | -54% | Mar 2026 |
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| Integrated Advisors Network | 37k | $3.7M | -80% | Mar 2026 |
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| Robinson Smith Wealth Advisors | 28k | $2.9M | -65% | Mar 2026 |
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| Dean Investment Associates | 15k | $1.5M | -88% | Mar 2026 |
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Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 2.3M | $226M |
| Wealth Enhancement Advisory Services | Dec 2025 | 451k | $47M |
| IFG Advisory | Dec 2025 | 90k | $9.2M |