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 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