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 | 87M | $9.6B | 5% | Jun 2026 |
|
| LPL Financial | 17M | $1.9B | 1% | Jun 2026 |
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| Morgan Stanley | 9.9M | $1.0B | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 8.1M | $890M | 6% | Jun 2026 |
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| Envestnet Asset Management | 7.6M | $835M | 6% | Jun 2026 |
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| Signature | 4.9M | $537M | 5% | Jun 2026 |
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| Kestra Investment Management | 4.5M | $492M | 15% | Jun 2026 |
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| Ronald Blue Trust | 4.2M | $467M | -1% | Jun 2026 |
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| Aspiriant | 3.7M | $406M | 0% | Jun 2026 |
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| Merit Financial Group | 3.0M | $328M | 7% | Jun 2026 |
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| Jpmorgan Chase & Co | 1.9M | $211M | 100% | Jun 2026 |
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| Raymond James Financial | 1.7M | $182M | 1% | Jun 2026 |
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| Pnc Financial Services | 1.6M | $176M | 11% | Jun 2026 |
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| Royal Bank of Canada | 1.6M | $174M | 5% | Jun 2026 |
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| UBS Group | 1.5M | $170M | -4% | Jun 2026 |
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| Benjamin Edwards | 1.4M | $153M | 6% | Jun 2026 |
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| Modera Wealth Management | 1.2M | $131M | 0% | Jun 2026 |
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| William Blair $ Company | 1.2M | $131M | 2% | Jun 2026 |
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| Foster Group | 1.1M | $125M | 2% | Jun 2026 |
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| Natixis Asset Management Advisors | 1.1M | $125M | 10% | Jun 2026 |
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| CI Private Wealth | 998k | $110M | 22% | Jun 2026 |
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| Auto-Owners Insurance | 864k | $95M | -36% | Jun 2026 |
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| Wells Fargo & Company | 851k | $94M | -28% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 811k | $83M | 100% | Mar 2026 |
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| Canandaigua National Bank and Trust Company | 809k | $89M | -6% | Jun 2026 |
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| Cetera Investment Advisers | 755k | $83M | 6% | Jun 2026 |
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| HighTower Advisors | 744k | $82M | 4% | Jun 2026 |
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| Sequoia Financial Advisors | 695k | $77M | 0% | Jun 2026 |
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| Principal Securities | 671k | $74M | -4% | Jun 2026 |
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| Commonwealth Equity Services | 670k | $74M | 2% | Jun 2026 |
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| McGlone Suttner Wealth Management | 665k | $73M | 2% | Jun 2026 |
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| Advisor Group Holdings | 604k | $67M | 18% | Jun 2026 |
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| Evergreen Wealth Solutions | 592k | $68M | 34% | Jun 2026 |
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| Hanson McClain Advisors | 588k | $65M | -2% | Jun 2026 |
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| RMB Capital Management | 573k | $63M | 28% | Jun 2026 |
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| CWM | 569k | $58M | -7% | Mar 2026 |
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| Allspring Global Investments Holdings | 533k | $59M | 1% | Jun 2026 |
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| FMR | 483k | $53M | 1% | Jun 2026 |
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| Goldman Sachs Group | 473k | $52M | 9% | Jun 2026 |
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| Ameriprise Financial | 461k | $51M | 10% | Jun 2026 |
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| SRS Capital Advisors | 450k | $50M | 7242% | Jun 2026 |
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| Nadler Financial | 444k | $49M | -2% | Jun 2026 |
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| Flagship Harbor Advisors | 430k | $47M | 5% | Jun 2026 |
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| Howe and Rusling | 417k | $46M | 16% | Jun 2026 |
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| Janney Montgomery Scott | 411k | $45M | 297% | Jun 2026 |
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| Gotham Asset Management | 399k | $44M | 65% | Jun 2026 |
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| Colony | 398k | $44M | -5% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 397k | $44M | 15% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 392k | $44M | 100% | Jun 2026 |
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| Tanglewood Legacy Advisors | 384k | $42M | 1% | Jun 2026 |
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| Union Bankshares | 375k | $41M | 2% | Jun 2026 |
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| Veracity Capital | 368k | $41M | 2% | Jun 2026 |
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| Hantz Financial Services | 354k | $39M | -1% | Jun 2026 |
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| PCA Investment Advisory Services | 331k | $37M | 3% | Jun 2026 |
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| Madison Wealth Partners | 320k | $35M | 3% | Jun 2026 |
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| Townsend & Associates | 316k | $35M | -1% | Jun 2026 |
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| Southern Capital Advisors | 311k | $34M | 5% | Jun 2026 |
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| DDFG | 300k | $33B | 1% | Jun 2026 |
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| ForthRight Wealth Management | 294k | $32M | -3% | Jun 2026 |
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| Mml Investors Services | 288k | $32M | 15% | Jun 2026 |
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| Duncan Williams Asset Management | 282k | $31M | 4% | Jun 2026 |
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| Equitable Holdings | 264k | $29M | -20% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 255k | $28M | 3% | Jun 2026 |
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| Vident Advisory | 253k | $28M | 1% | Jun 2026 |
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| Modern Wealth Management | 248k | $27M | 527% | Jun 2026 |
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| Mercer Global Advisors | 247k | $27M | 212% | Jun 2026 |
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| Salus Financial Advisors | 243k | $27M | 8% | Jun 2026 |
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| Private Advisor | 243k | $27M | 11% | Jun 2026 |
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| Kestra Private Wealth Services | 237k | $26M | -17% | Jun 2026 |
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| Sanctuary Advisors | 237k | $26M | 4% | Jun 2026 |
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| Garde Capital | 232k | $26M | -2% | Jun 2026 |
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| Rockefeller Capital Management | 221k | $24M | 2% | Jun 2026 |
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| GDS Wealth Management | 213k | $23M | -7% | Jun 2026 |
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| Alliance Private Wealth | 208k | $23M | -6% | Jun 2026 |
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| Steele Capital Management | 207k | $23M | -1% | Jun 2026 |
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| Waldron | 207k | $23M | -12% | Jun 2026 |
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| Birchcreek Wealth Management | 205k | $23M | 1% | Jun 2026 |
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| Vestmark Advisory Solutions | 193k | $21M | 148% | Jun 2026 |
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| Ironwood Wealth Management | 193k | $22M | 0% | Jun 2026 |
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| Strategies Wealth Advisors | 191k | $21M | -6% | Jun 2026 |
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| SkyOak Wealt | 190k | $21M | -5% | Jun 2026 |
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| High Probability Advisors | 189k | $21M | 6% | Jun 2026 |
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| Kestra Advisory Services | 187k | $21M | -9% | Jun 2026 |
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| Richard W. Paul & Associates | 185k | $20M | 1% | Jun 2026 |
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| United Capital Financial Advisers | 183k | $20M | 17% | Jun 2026 |
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| Concurrent Investment Advisors | 174k | $19M | 10% | Jun 2026 |
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| Allianz Asset Management | 171k | $19M | 14% | Jun 2026 |
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| Crescent Grove Advisors | 165k | $18M | 1% | Jun 2026 |
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| Financial Partners Group | 160k | $18M | -1% | Jun 2026 |
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| Mount Yale Investment Advisors | 155k | $17M | 297% | Jun 2026 |
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| Stifel Financial | 154k | $17M | 2% | Jun 2026 |
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| Brandes Investment Partners | 154k | $17M | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 152k | $17M | -28% | Jun 2026 |
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| Savant Capital Management | 148k | $16M | 1% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 148k | $16M | -4% | Jun 2026 |
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| Global Strategic Investment Solutions | 146k | $16M | 0% | Jun 2026 |
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| Creative Planning | 142k | $16M | 6% | Jun 2026 |
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| Cosner Financial Group | 141k | $16M | 1% | Jun 2026 |
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| Ameritas Advisory Services | 140k | $16M | 143% | Jun 2026 |
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| Atria Investments | 135k | $15M | 14% | Jun 2026 |
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| Main Street Financial Solutions | 134k | $15M | 6% | Jun 2026 |
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| Carl P. Sherr & Co | 134k | $15M | -2% | Jun 2026 |
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| Keenan | 132k | $15M | 10% | Jun 2026 |
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| Goss Wealth Management | 130k | $14M | 0% | Jun 2026 |
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| Petix & Botte | 129k | $14M | -11% | Jun 2026 |
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| Arwa | 129k | $15M | 26% | Jun 2026 |
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| Creative Financial Designs | 125k | $14M | 5% | Jun 2026 |
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| AQR Capital Management | 122k | $13M | 264% | Jun 2026 |
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| Integrated Wealth Concepts | 121k | $13M | 13% | Jun 2026 |
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| Baird Financial | 116k | $13M | -8% | Jun 2026 |
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| Stratos Wealth Partners | 115k | $13M | 4% | Jun 2026 |
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| Christopher Weil & Company | 112k | $12M | 15% | Jun 2026 |
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| ERTS Wealth Advisors | 112k | $12M | 1% | Jun 2026 |
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| Branch Banking & Trust Company | 111k | $12M | -2% | Jun 2026 |
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| Lutz Financial Services | 110k | $12M | -1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 110k | $12M | 16% | Jun 2026 |
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| IFG Advisory | 105k | $12M | 100% | Jun 2026 |
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| Crestwood Advisors | 105k | $12M | 0% | Jun 2026 |
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| Sigma Planning | 103k | $11M | 2% | Jun 2026 |
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| Dynamic Advisors Solutions | 101k | $11M | 4% | Jun 2026 |
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| Tortoise Investment Management | 100k | $11M | -1% | Jun 2026 |
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| Alpha Zero | 97k | $11M | 16% | Jun 2026 |
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| CIBC Bancorp USA | 96k | $11M | 41% | Jun 2026 |
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| Quent Capital | 96k | $11M | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 96k | $11M | -10% | Jun 2026 |
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| Gallagher Fiduciary Advisors | 95k | $10M | 33% | Jun 2026 |
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| Charter Oak Capital Management | 94k | $9.6M | 4% | Mar 2026 |
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| Financial Council Asset Management | 91k | $10M | 0% | Jun 2026 |
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| Td Private Client Wealth | 87k | $9.6M | -7% | Jun 2026 |
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| Asset Management Investors | 86k | $9.5M | -2% | Jun 2026 |
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| Alliancebernstein | 83k | $8.5M | 1% | Jun 2026 |
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| Charles Schwab Investment Management | 83k | $9.2M | -3% | Jun 2026 |
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| Sixth Street Partners Management Company | 83k | $9.2M | 100% | Jun 2026 |
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| Foundry Financial Group | 82k | $9.1M | 2% | Jun 2026 |
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| Canvas Wealth Advisors | 81k | $8.9M | 6% | Jun 2026 |
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| Amplius Wealth Advisors | 79k | $8.7M | -7% | Jun 2026 |
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| Resources Investment Advisors | 77k | $8.5M | 2% | Jun 2026 |
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| Paul Damon & Associates | 76k | $8.4M | 1% | Jun 2026 |
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| Symphony Financial | 76k | $8.4M | 2% | Jun 2026 |
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| HighMark Wealth Management | 76k | $8.3M | -6% | Jun 2026 |
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| Motive Wealth Advisors | 75k | $8.3M | 0% | Jun 2026 |
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| Canandaigua National Trust Co of Florida | 74k | $7.5M | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 73k | $8.0M | 132% | Jun 2026 |
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| HPM Partners | 72k | $7.9M | 2% | Jun 2026 |
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| Summit Financial | 71k | $7.8M | 25% | Jun 2026 |
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| Legacy Solutions | 71k | $7.8M | 1% | Jun 2026 |
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| Integrity Alliance | 71k | $7.8M | 6% | Jun 2026 |
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| Mutual Advisors | 69k | $7.6M | 9% | Jun 2026 |
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| Centaurus Financial | 67k | $7.4M | -5% | Jun 2026 |
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| ValMark Advisers | 67k | $7.4M | -1% | Jun 2026 |
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| Sapient Capital | 65k | $7.2M | -33% | Jun 2026 |
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| Independence Financial Advisors | 64k | $7.0M | -31% | Jun 2026 |
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| Venturi Wealth Management | 44k | $4.9M | -94% | Jun 2026 |
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| Certified Advisory Corp | 42k | $4.7M | -39% | Jun 2026 |
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| BCJ Capital Management | 37k | $4.0M | -76% | Jun 2026 |
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| Fortress Financial Group | 34k | $3.8M | -76% | Jun 2026 |
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| McMahon Financial Advisors | 16k | $1.8M | -90% | Jun 2026 |
|
Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| ICONIQ Capital | Mar 2026 | 86k | $8.8M |
| Independent Advisor Alliance | Mar 2026 | 70k | $7.2M |