Who owns iShares Russell 3000 Value Index?

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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 46M $3.3B 6% Jun 2021
LPL Financial 10M $744M 7% Jun 2021
Morgan Stanley 6.4M $460M 100% Jun 2021
Thrivent Financial for Lutherans 5.0M $358M 32% Jun 2021
Franklin Resources 3.3M $239M 100% Jun 2021
Aspiriant 2.5M $180M 11% Jun 2021
UBS Group 1.7M $123M 16% Jun 2021
Signature 1.5M $108M 83% Jun 2021
Wells Fargo & Company 1.5M $106M 82% Jun 2021
Envestnet Asset Management 1.5M $104M -4% Sep 2021
Jones Financial Companies, L.L 989k $72M -4% Jun 2021

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Commonwealth Equity Services 937k $67M 21% Jun 2021
Charles Schwab Investment Management 896k $65M -10% Jun 2021
Sand Hill Advisors 855k $62M 2% Jun 2021
Raymond James Financial Services Advisors 855k $62M 16% Jun 2021
Cambridge Investment Research Advisors 809k $58M 1% Jun 2021
William Blair $ Company 740k $53M 5% Jun 2021
Summit Rock Advisors 740k $53M 0% Jun 2021
BlackRock 662k $48M -3% Jun 2021
Pnc Financial Services 564k $41M 0% Jun 2021
FMR 551k $40M -14% Jun 2021
First Republic Investment Management 524k $38M 25% Jun 2021
Royal Bank of Canada 513k $37M 3% Jun 2021
Benjamin F. Edwards & Company 484k $35M 1% Jun 2021
HighTower Advisors 456k $33M 0% Jun 2021
Sandy Spring Bank 448k $33M 2% Jun 2021
United Capital Financial Advisers 379k $27M -5% Jun 2021
Colony Group 373k $27M 2% Jun 2021
Hanson McClain Advisors 370k $27M 1% Jun 2021
Advisor Group Holdings 351k $25M 12% Jun 2021
Ameriprise Financial 311k $22M -22% Jun 2021
Wealth Enhancement Advisory Services 307k $22M 15% Jun 2021
Windsor Group 294k $21M 13% Jun 2021
Amerivest Investment Management 260k $19M -10% Jun 2021
H D Vest Advisory Services 244k $18M 15% Jun 2021
Raymond James & Associates 243k $18M 3% Jun 2021
People's United Financial 243k $18M 0% Jun 2021
Mml Investors Services 241k $17M 171% Jun 2021
Baird Financial 216k $16M 2% Jun 2021
ERTS Wealth Advisors 209k $15M 42% Jun 2021
Wealth Advisors of Iowa 205k $15M 5% Jun 2021
Kestra Advisory Services 202k $15M 7% Jun 2021
Ironwood Wealth Management 201k $14M 1% Jun 2021
Kerntke Otto McGlone Wealth Management Group 199k $14M 27% Jun 2021
ForthRight Wealth Management 192k $14M 2% Jun 2021
Corepath Wealth Partners 184k $14M 9% Jun 2021
Creative Financial Designs 180k $13M 14% Sep 2021
Integrated Advisors Network 152k $11M -19% Jun 2021
Madison Wealth Partners 148k $11M 3966% Jun 2021
Global Strategic Investment Solutions 140k $10M 0% Jun 2021
Northwestern Mutual Wealth Management Company 139k $10M 4% Jun 2021
Lutz Financial Services 135k $9.7M -2% Jun 2021
SkyOak Wealt 134k $9.7M 2% Jun 2021
Private Advisor 132k $9.5M 1% Jun 2021
Veracity Capital 130k $9.3M 15% Jun 2021
Financial Network Investment Corporation 130k $9.3M 3% Jun 2021
Branch Banking & Trust Company 129k $9.3M 2% Jun 2021
Captrust Financial Advisors 128k $9.2M 40% Jun 2021
Flagship Private Wealth 127k $127M 9982% Jun 2021
Tortoise Investment Management 126k $9.1M 5% Jun 2021
Integrated Wealth Concepts 119k $8.5M 3% Jun 2021
Us Bancorp 119k $8.5M -2% Jun 2021
Howe and Rusling 115k $8.3M -1% Jun 2021
AE Wealth Management 114k $8.2M 3% Jun 2021
Petix & Botte 111k $8.0M 4% Jun 2021
Stifel Financial 109k $7.8M -4% Jun 2021
Certified Advisory Corp 108k $7.8M 0% Jun 2021
USAdvisors Wealth Management 103k $7.4M 100% Jun 2021
IHT Wealth Management 103k $7.4M 0% Jun 2021
Advisory Services Network 102k $7.3M 45% Jun 2021
National Asset Management 99k $7.1M 1351% Jun 2021
Endurance Wealth Management 96k $6.9M 0% Jun 2021
Sigma Planning 92k $6.6M 5% Jun 2021
HYA Advisors 90k $6.5M 10% Jun 2021
Family Management Corporation 88k $6.3M -20% Jun 2021
Cetera Investment Advisers 86k $6.2M 18% Jun 2021
Stratos Wealth Partners 84k $6.0M 7% Jun 2021
CWM 84k $6.0M 0% Jun 2021
Equitable Holdings 83k $6.0M 8% Jun 2021
CI Investments 83k $6.0M 4% Jun 2021
HighMark Wealth Management 82k $5.9M -3% Jun 2021
W. E. Donoghue & Co 75k $5.4M 100% Jun 2021
Mitchell Capital Management 74k $5.3M 5% Jun 2021
Edge Capital Group 73k $5.2M -5% Jun 2021
180 Wealth Advisors 72k $5.3M -1% Jun 2021
Janney Montgomery Scott 71k $5.1M -4% Jun 2021
PrairieView Partners 69k $4.9M -1% Jun 2021
Mutual Advisors 68k $4.9M 1802% Jun 2021
Kayne Anderson Rudnick Investment Management 67k $4.8M 79% Jun 2021
Financial Planning & Information Services 67k $4.8M -1% Jun 2021
Carl P. Sherr & Co 66k $4.7M 22% Jun 2021
Creative Planning 63k $4.5M 1% Jun 2021
Asset Managment 63k $4.5M 0% Jun 2021
Symphony Financial 63k $4.5M -8% Jun 2021
Proequities 63k $4.5M 190% Jun 2021
Birchcreek Wealth Management 61k $4.4M 2% Jun 2021
Paradigm Financial Partners 59k $4.2M 68% Jun 2021
Vista Private Wealth Partners 57k $4.1M -21% Jun 2021
Spire Wealth Management 55k $3.9M 17% Jun 2021
Elm Partners Management 54k $3.9M -2% Jun 2021
Genesee Capital Advisors 54k $3.9M 100% Jun 2021
IAM Advisory 54k $3.9M 100% Jun 2021
Pamela Horwath 54k $3.9M 0% Jun 2021
Prudential Financial 53k $3.8M 44% Jun 2021
EP Wealth Advisors 52k $3.8M 0% Jun 2021
Leonard Rickey Investment Advisors P 52k $3.7M -2% Jun 2021
Financial Advocates Investment Management 52k $4.2M 49% Jun 2021
Jackson Wealth Management 49k $3.6M 7% Jun 2021
Atlas Capital Advisors 49k $3.5M 3% Jun 2021
Ausdal Financial Partners 46k $3.3M 100% Jun 2021
InterOcean Capital Group 46k $3.3M 24% Jun 2021
Canvas Wealth Advisors 46k $3.3M 1% Jun 2021
R.H. Bluestein & Company 46k $3.3M 28% Jun 2021
Geneos Wealth Management 45k $3.3M 1% Jun 2021
BEAM Asset Management 44k $3.1M 17% Jun 2021
Benchmark Financial Wealth Advisors 44k $3.1M 2% Jun 2021
Stratos Wealth Advisors 43k $3.1M 3% Jun 2021
Multi-Financial Securities 42k $3.0M 9% Jun 2021
Mid Atlantic Financial Management 41k $3.0M 977% Jun 2021
55i 40k $2.9M 2% Jun 2021
Valley Forge Investment Consultants Inc Adv 39k $2.8M 0% Jun 2021
Guidance Point Advisors 39k $2.8M 0% Jun 2021
Global Retirement Partners 37k $2.7M 2% Jun 2021
Natixis Asset Management Advisors 37k $2.7M -7% Jun 2021
Greenline Partners 36k $2.6M 0% Jun 2021
Motive Wealth Advisors 36k $2.6M 100% Jun 2021
Equity Investment Corp Acquisition 35k $2.5M 16% Jun 2021
Atria Investments 35k $2.5M 100% Jun 2021
Ford Financial Group 34k $2.5M 4% Jun 2021
Sovereign Financial Group 34k $2.3M 0% Jun 2021
Wealth Management Partners 33k $2.4M 33% Jun 2021
Western Wealth Management 33k $2.4M 52% Jun 2021
Allianz Asset Management 31k $2.2M 11% Jun 2021
Financial Engines Advisors L.L.C 31k $2.2M -4% Jun 2021
TL Private Wealth 30k $2.1M 9% Jun 2021
Capital Analysts 30k $2.1M 47% Jun 2021
Kalos Management 29k $2.1M 8% Jun 2021
Gunma Bank 29k $2.1M 100% Jun 2021
ValMark Advisers 29k $2.1M 7% Jun 2021
Crescent Grove Advisors 29k $2.1M 2% Jun 2021
Oppenheimer & Co 29k $2.1M 1% Jun 2021
Derby & Company 28k $2.0M 4% Jun 2021
Buckingham Asset Management 27k $2.0M 11% Jun 2021
Emerald Investment Partners 27k $2.0M 146% Jun 2021
DeRoy & Devereaux Private Investment Counsel 27k $2.0M 0% Jun 2021
Wealthquest 27k $2.0M -5% Jun 2021
Northwest Wealth Management 27k $1.9M 6% Jun 2021
Summit Financial 26k $1.9M -1% Jun 2021
Regal Investment Advisors 24k $1.7M 100% Jun 2021
Sequoia Financial Advisors 24k $1.7M 16% Jun 2021
Tennessee Valley Asset Management Partners 22k $2.0k -49% Jun 2021
Fortis Advisors 20k $1.4M -65% Jun 2021
TRUE Private Wealth Advisors 10k $732k -62% Jun 2021
Parametric Portfolio Associates 6.4k $458k -95% Jun 2021
Balentine 4.0k $289k -100% Jun 2021
tru Independence 2.2k $156k -94% Jun 2021

Who sold out of iShares Russell 3000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Neuberger Berman Group Mar 2021 223k $15M
Elevated Capital Advisors Mar 2021 46k $3.2M
Susquehanna International Mar 2021 25k $1.7M