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 | $3.0B | 1% | Mar 2021 | ||
| LPL Financial | 9.6M | $663M | 5% | Mar 2021 | ||
| Thrivent Financial for Lutherans | 3.8M | $260M | 5% | Mar 2021 | ||
| Aspiriant | 2.2M | $155M | 3% | Mar 2021 | ||
| UBS Group | 1.5M | $101M | 7% | Mar 2021 | ||
| Envestnet Asset Management | 1.2M | $83M | 8% | Mar 2021 | ||
| Jones Financial Companies, L.L | 1.0M | $71M | -2% | Mar 2021 | ||
| Charles Schwab Investment Management | 1000k | $69M | -5% | Mar 2021 | ||
| Balentine | 881k | $61M | 486% | Mar 2021 | ||
| Sand Hill Advisors | 839k | $58M | 2% | Mar 2021 | ||
| Signature | 818k | $56M | 281810% | Mar 2021 | ||
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| Wells Fargo & Company | 809k | $56M | 16% | Mar 2021 | ||
| Cambridge Investment Research Advisors | 798k | $55M | 276% | Mar 2021 | ||
| Commonwealth Equity Services | 772k | $53M | 5% | Mar 2021 | ||
| Summit Rock Advisors | 740k | $51M | 2% | Mar 2021 | ||
| Raymond James Financial Services Advisors | 734k | $51M | 10% | Mar 2021 | ||
| Goldman Sachs Group | 724k | $50M | 18% | Mar 2021 | ||
| William Blair $ Company | 707k | $49M | 30% | Mar 2021 | ||
| BlackRock | 680k | $47M | -24% | Mar 2021 | ||
| FMR | 640k | $44M | -2% | Mar 2021 | ||
| Pnc Financial Services | 563k | $39M | 5% | Mar 2021 | ||
| Royal Bank of Canada | 500k | $34M | 28% | Mar 2021 | ||
| Benjamin F. Edwards & Company | 479k | $33M | 12% | Mar 2021 | ||
| HighTower Advisors | 454k | $31M | 3% | Mar 2021 | ||
| Sandy Spring Bank | 438k | $30M | -14% | Mar 2021 | ||
| First Republic Investment Management | 418k | $29M | -1% | Mar 2021 | ||
| Ameriprise Financial | 400k | $28M | -15% | Mar 2021 | ||
| United Capital Financial Advisers | 400k | $28M | -1% | Mar 2021 | ||
| Colony Group | 367k | $25M | 4% | Mar 2021 | ||
| Hanson McClain Advisors | 367k | $25M | 5% | Mar 2021 | ||
| Jpmorgan Chase & Co | 319k | $22M | 30% | Mar 2021 | ||
| Advisor Group Holdings | 313k | $22M | 7% | Mar 2021 | ||
| Amerivest Investment Management | 289k | $18M | 0% | Mar 2021 | ||
| Wealth Enhancement Advisory Services | 268k | $19M | 22% | Mar 2021 | ||
| Windsor Group | 261k | $18M | 7% | Mar 2021 | ||
| People's United Financial | 244k | $17M | -2% | Mar 2021 | ||
| Raymond James & Associates | 236k | $16M | 7% | Mar 2021 | ||
| Neuberger Berman Group | 223k | $15M | 100% | Mar 2021 | ||
| H D Vest Advisory Services | 213k | $15M | 112% | Mar 2021 | ||
| Baird Financial | 212k | $15M | 1% | Mar 2021 | ||
| Ironwood Wealth Management | 199k | $14M | 100% | Mar 2021 | ||
| Wealth Advisors of Iowa | 196k | $14M | 2% | Mar 2021 | ||
| ForthRight Wealth Management | 189k | $13M | -3% | Mar 2021 | ||
| Kestra Advisory Services | 188k | $13M | -3% | Mar 2021 | ||
| Integrated Advisors Network | 187k | $13M | 242% | Mar 2021 | ||
| Corepath Wealth Partners | 168k | $12M | 15% | Mar 2021 | ||
| Kerntke Otto McGlone Wealth Management Group | 157k | $11M | 71% | Mar 2021 | ||
| ERTS Wealth Advisors | 147k | $10M | 20% | Mar 2021 | ||
| Global Strategic Investment Solutions | 139k | $9.6M | 0% | Mar 2021 | ||
| Lutz Financial Services | 137k | $9.4M | 2% | Mar 2021 | ||
| Creative Financial Designs | 134k | $9.3M | 20% | Mar 2021 | ||
| Northwestern Mutual Wealth Management Company | 134k | $9.2M | 18% | Mar 2021 | ||
| SkyOak Wealt | 132k | $9.4M | -18% | Mar 2021 | ||
| Private Advisor | 131k | $9.0M | -3% | Mar 2021 | ||
| Parametric Portfolio Associates | 129k | $8.9M | 100% | Mar 2021 | ||
| Branch Banking & Trust Company | 127k | $8.7M | 111% | Mar 2021 | ||
| Financial Network Investment Corporation | 126k | $8.7M | 2% | Mar 2021 | ||
| Us Bancorp | 121k | $8.3M | -8% | Mar 2021 | ||
| Tortoise Investment Management | 120k | $8.2M | 16% | Mar 2021 | ||
| Howe and Rusling | 116k | $8.0M | 8% | Mar 2021 | ||
| Integrated Wealth Concepts | 115k | $7.9M | 4% | Mar 2021 | ||
| Stifel Financial | 114k | $7.8M | 52% | Mar 2021 | ||
| Veracity Capital | 113k | $7.8M | 34% | Mar 2021 | ||
| AE Wealth Management | 111k | $7.6M | -3% | Mar 2021 | ||
| Family Management Corporation | 110k | $7.5M | 66% | Mar 2021 | ||
| Certified Advisory Corp | 108k | $7.5M | 100% | Mar 2021 | ||
| Petix & Botte | 107k | $7.3M | 4% | Mar 2021 | ||
| Endurance Wealth Management | 96k | $6.6M | 21% | Mar 2021 | ||
| Captrust Financial Advisors | 91k | $6.3M | 300% | Mar 2021 | ||
| Mml Investors Services | 89k | $6.1M | 14% | Mar 2021 | ||
| Sigma Planning | 88k | $6.0M | 39% | Mar 2021 | ||
| HighMark Wealth Management | 85k | $5.8M | 3% | Mar 2021 | ||
| HYA Advisors | 82k | $5.6M | 6% | Mar 2021 | ||
| CI Investments | 80k | $5.5M | -40% | Mar 2021 | ||
| Stratos Wealth Partners | 78k | $5.4M | 52% | Mar 2021 | ||
| Equitable Holdings | 78k | $5.4M | -5% | Mar 2021 | ||
| Edge Capital Group | 76k | $5.3M | -2% | Mar 2021 | ||
| Janney Montgomery Scott | 74k | $5.1M | 4% | Mar 2021 | ||
| Cetera Investment Advisers | 73k | $5.0M | -13% | Mar 2021 | ||
| Vista Private Wealth Partners | 72k | $3.9M | 3% | Mar 2021 | ||
| Advisory Services Network | 70k | $4.8M | -1% | Mar 2021 | ||
| Mitchell Capital Management | 70k | $4.8M | 22% | Mar 2021 | ||
| PrairieView Partners | 69k | $4.8M | -2% | Mar 2021 | ||
| Symphony Financial | 69k | $6.2M | 209% | Mar 2021 | ||
| Financial Planning & Information Services | 68k | $4.7M | -1% | Mar 2021 | ||
| Asset Managment | 63k | $4.4M | 0% | Mar 2021 | ||
| Creative Planning | 63k | $4.3M | 3% | Mar 2021 | ||
| Birchcreek Wealth Management | 60k | $4.2M | -2% | Mar 2021 | ||
| Fortis Advisors | 57k | $2.4M | -20% | Mar 2021 | ||
| Elm Partners Management | 55k | $3.8M | -2% | Mar 2021 | ||
| Pamela Horwath | 54k | $3.7M | 0% | Mar 2021 | ||
| Carl P. Sherr & Co | 54k | $3.7M | 5% | Mar 2021 | ||
| Leonard Rickey Investment Advisors P | 53k | $3.7M | 0% | Mar 2021 | ||
| Atlas Capital Advisors | 48k | $3.3M | 2% | Mar 2021 | ||
| Spire Wealth Management | 47k | $3.2M | 100% | Mar 2021 | ||
| Jackson Wealth Management | 46k | $3.2M | 100% | Mar 2021 | ||
| Elevated Capital Advisors | 46k | $3.2M | 100% | Mar 2021 | ||
| Canvas Wealth Advisors | 45k | $3.2M | 100% | Mar 2021 | ||
| Geneos Wealth Management | 45k | $3.2M | -1% | Mar 2021 | ||
| Benchmark Financial Wealth Advisors | 43k | $3.0M | -1% | Mar 2021 | ||
| Tennessee Valley Asset Management Partners | 43k | $2.9M | -22% | Mar 2021 | ||
| Stratos Wealth Advisors | 42k | $2.9M | 149% | Mar 2021 | ||
| Citigroup | 40k | $2.8M | 3% | Mar 2021 | ||
| CWM | 40k | $2.8M | -3% | Mar 2021 | ||
| Natixis Asset Management Advisors | 40k | $2.8M | 130% | Mar 2021 | ||
| Valley Forge Investment Consultants Inc Adv | 39k | $2.7M | 3% | Mar 2021 | ||
| Guidance Point Advisors | 39k | $2.7M | 55% | Mar 2021 | ||
| 55i | 39k | $2.7M | -5% | Mar 2021 | ||
| Multi-Financial Securities | 39k | $2.7M | 4% | Mar 2021 | ||
| Kayne Anderson Rudnick Investment Management | 38k | $2.6M | 100% | Mar 2021 | ||
| BEAM Asset Management | 37k | $2.6M | 2% | Mar 2021 | ||
| InterOcean Capital Group | 37k | $2.6M | 100% | Mar 2021 | ||
| Global Retirement Partners | 37k | $2.5M | -3% | Mar 2021 | ||
| tru Independence | 37k | $2.5M | 100% | Mar 2021 | ||
| Prudential Financial | 37k | $2.5M | 537% | Mar 2021 | ||
| Greenline Partners | 36k | $2.5M | 0% | Mar 2021 | ||
| R.H. Bluestein & Company | 36k | $2.5M | 27% | Mar 2021 | ||
| Paradigm Financial Partners | 35k | $2.4M | 100% | Mar 2021 | ||
| Financial Advocates Investment Management | 35k | $2.4M | -1% | Mar 2021 | ||
| Ford Financial Group | 33k | $2.3M | -7% | Mar 2021 | ||
| Financial Engines Advisors L.L.C | 32k | $2.2M | -1% | Mar 2021 | ||
| Equity Investment Corp Acquisition | 30k | $2.1M | 0% | Mar 2021 | ||
| Wealthquest | 29k | $2.0M | -10% | Mar 2021 | ||
| Oppenheimer & Co | 28k | $2.0M | 3% | Mar 2021 | ||
| Crescent Grove Advisors | 28k | $1.9M | 37% | Mar 2021 | ||
| Allianz Asset Management | 28k | $1.9M | 182% | Mar 2021 | ||
| TL Private Wealth | 27k | $1.9M | -1% | Mar 2021 | ||
| DeRoy & Devereaux Private Investment Counsel | 27k | $1.9M | -4% | Mar 2021 | ||
| Kalos Management | 27k | $2.0M | -7% | Mar 2021 | ||
| ValMark Advisers | 27k | $1.9M | 178% | Mar 2021 | ||
| Derby & Company | 27k | $1.9M | 100% | Mar 2021 | ||
| TRUE Private Wealth Advisors | 27k | $1.8M | -60% | Mar 2021 | ||
| Summit Financial | 26k | $1.8M | 0% | Mar 2021 | ||
| Northwest Wealth Management | 25k | $1.7M | 5% | Mar 2021 | ||
| Wealth Management Partners | 25k | $1.8M | 17% | Mar 2021 | ||
| Buckingham Asset Management | 25k | $1.7M | -13% | Mar 2021 | ||
| Susquehanna International | 25k | $1.7M | 100% | Mar 2021 | ||
| TriaGen Wealth Management | 23k | $1.6M | 0% | Mar 2021 | ||
| Proequities | 22k | $1.5M | 3% | Mar 2021 | ||
| Western Wealth Management | 22k | $1.5M | 2% | Mar 2021 | ||
| Legacy Financial Strategies | 21k | $1.4M | -3% | Mar 2021 | ||
| Sequoia Financial Advisors | 21k | $1.4M | -4% | Mar 2021 | ||
| Bank of Marin | 20k | $1.4M | -28% | Mar 2021 | ||
| Moloney Securities Asset Management | 19k | $1.3M | 0% | Mar 2021 | ||
| Commerce Bank N A | 18k | $1.3M | -3% | Mar 2021 | ||
| Private Trust Co Na | 18k | $1.3M | 1% | Mar 2021 | ||
| Columbus Macro | 18k | $1.3M | -8% | Mar 2021 | ||
| First Manhattan | 18k | $1.2M | 0% | Mar 2021 | ||
| Charter Oak Capital Management | 18k | $1.2M | 1% | Mar 2021 | ||
| Phillips Financial Management | 18k | $1.2M | -3% | Mar 2021 | ||
| Mariner Wealth Advisors | 16k | $1.1M | -47% | Mar 2021 | ||
| Eldridge Investment Advisors | 16k | $1.1M | -27% | Mar 2021 | ||
| B, B, H, & B | 9.7k | $666k | -85% | Mar 2021 | ||
| Comerica Securities | 4.2k | $289k | -83% | Mar 2021 | ||
Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Morgan Stanley | Dec 2020 | 6.0M | $371M |
| Confluence Investment Management | Dec 2020 | 334k | $21M |
| United Services Automobile Association | Dec 2020 | 133k | $8.2M |
| Sawtooth Asset Management | Dec 2020 | 101k | $6.3M |
| 180 Wealth Advisors | Dec 2020 | 75k | $4.8M |
| Dean Investment Associates | Dec 2020 | 32k | $2.0M |
| Good Life Advisors | Dec 2020 | 31k | $1.9M |
| Regal Investment Advisors | Dec 2020 | 26k | $1.6M |
| Snow Capital Management | Dec 2020 | 21k | $1.3M |