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 | ||
|---|---|---|---|---|---|---|
| Morgan Stanley | 8.2M | $607M | 100% | Mar 2022 | ||
| Thrivent Financial for Lutherans | 5.5M | $418M | 12% | Mar 2022 | ||
| Signature | 3.8M | $292M | -1% | Mar 2022 | ||
| Aspiriant | 2.5M | $189M | 0% | Mar 2022 | ||
| Sand Hill Advisors | 1.6M | $120M | 81% | Mar 2022 | ||
| Envestnet Asset Management | 1.5M | $111M | 11% | Mar 2022 | ||
| Commonwealth Equity Services | 968k | $73M | 0% | Mar 2022 | ||
| Jones Financial Companies, L.L | 912k | $70M | -4% | Mar 2022 | ||
| William Blair $ Company | 909k | $69M | 27% | Mar 2022 | ||
| Goldman Sachs Group | 859k | $65M | 6% | Mar 2022 | ||
| Wells Fargo & Company | 739k | $58M | -45% | Dec 2021 | ||
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| First Republic Investment Management | 660k | $50M | 7% | Dec 2021 | ||
| Pnc Financial Services | 596k | $46M | 3% | Dec 2021 | ||
| Benjamin F. Edwards & Company | 578k | $44M | 5% | Mar 2022 | ||
| Allspring Global Investments Holdings | 535k | $41M | -6% | Mar 2022 | ||
| FMR | 498k | $38M | -5% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 466k | $36M | 5% | Dec 2021 | ||
| Hanson McClain Advisors | 448k | $34M | 18% | Mar 2022 | ||
| HighTower Advisors | 448k | $34M | 0% | Dec 2021 | ||
| Sandy Spring Bank | 441k | $33M | -4% | Mar 2022 | ||
| Wealth Enhancement Advisory Services | 427k | $32M | 20% | Dec 2021 | ||
| Advisor Group Holdings | 417k | $32M | 3% | Mar 2022 | ||
| Windsor Group | 366k | $28M | 3% | Mar 2022 | ||
| CWM | 354k | $27M | 145% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 335k | $25M | 0% | Mar 2022 | ||
| Colony Group | 322k | $25M | -4% | Dec 2021 | ||
| Jpmorgan Chase & Co | 310k | $24M | 14% | Mar 2022 | ||
| H D Vest Advisory Services | 289k | $22M | 9% | Mar 2022 | ||
| Petix & Botte | 289k | $22M | 111% | Mar 2022 | ||
| Raymond James & Associates | 273k | $21M | -47% | Mar 2022 | ||
| ForthRight Wealth Management | 256k | $19M | 22% | Mar 2022 | ||
| Vantage Financial Partners | 256k | $20M | 100% | Dec 2021 | ||
| Amerivest Investment Management | 252k | $19M | 0% | Mar 2022 | ||
| Mml Investors Services | 237k | $18M | 8% | Mar 2022 | ||
| ERTS Wealth Advisors | 229k | $17M | -6% | Mar 2022 | ||
| Amplius Wealth Advisors | 228k | $17M | -8% | Mar 2022 | ||
| Ironwood Wealth Management | 215k | $16M | 1% | Mar 2022 | ||
| Corepath Wealth Partners | 213k | $16M | 8% | Mar 2022 | ||
| Southern Capital Advisors | 212k | $16M | 100% | Dec 2021 | ||
| Baird Financial | 211k | $16M | -3% | Mar 2022 | ||
| People's United Financial | 207k | $16M | -15% | Mar 2022 | ||
| Creative Financial Designs | 188k | $14M | -9% | Mar 2022 | ||
| Madison Wealth Partners | 185k | $14M | 5% | Mar 2022 | ||
| Kestra Advisory Services | 178k | $14M | -8% | Mar 2022 | ||
| WJ Wealth Management | 178k | $14M | 73% | Mar 2022 | ||
| Natixis Asset Management Advisors | 176k | $13M | 38% | Dec 2021 | ||
| Northwestern Mutual Wealth Management Company | 161k | $12M | 1% | Mar 2022 | ||
| Symphony Financial | 151k | $11M | 49% | Mar 2022 | ||
| F3Logic | 150k | $11M | 18% | Dec 2021 | ||
| Veracity Capital | 149k | $11M | 5% | Dec 2021 | ||
| Lutz Financial Services | 145k | $11M | 0% | Mar 2022 | ||
| Private Advisor | 139k | $11M | 0% | Mar 2022 | ||
| Howe and Rusling | 136k | $10M | 10% | Mar 2022 | ||
| Branch Banking & Trust Company | 135k | $10M | 6% | Mar 2022 | ||
| Tortoise Investment Management | 135k | $10M | 6% | Mar 2022 | ||
| Rockefeller Capital Management | 133k | $10M | 372% | Mar 2022 | ||
| SkyOak Wealt | 130k | $9.9M | 1% | Dec 2021 | ||
| AE Wealth Management | 127k | $9.7M | 8% | Dec 2021 | ||
| Sigma Planning | 126k | $9.5M | 7% | Mar 2022 | ||
| Parisi Gray Wealth Management | 125k | $9.5M | 100% | Mar 2022 | ||
| Integrated Wealth Concepts | 125k | $9.5M | -1% | Mar 2022 | ||
| B, B, H, & B | 118k | $9.0M | 77% | Mar 2022 | ||
| Equitable Holdings | 114k | $8.6M | 9% | Mar 2022 | ||
| USAdvisors Wealth Management | 112k | $8.5M | -4% | Mar 2022 | ||
| Us Bancorp | 111k | $8.4M | -6% | Mar 2022 | ||
| Financial Council Asset Management | 111k | $8.4M | 0% | Mar 2022 | ||
| Certified Advisory Corp | 108k | $8.2M | 0% | Mar 2022 | ||
| Cetera Investment Advisers | 103k | $7.8M | 17% | Mar 2022 | ||
| IHT Wealth Management | 94k | $7.1M | -1% | Mar 2022 | ||
| HighMark Wealth Management | 90k | $6.8M | 2% | Mar 2022 | ||
| Clark Financial Services Group Inc /bd | 85k | $8.1M | 1% | Mar 2022 | ||
| Wealth Advisors of Iowa | 83k | $6.3M | -7% | Mar 2022 | ||
| Mitchell Capital Management | 83k | $6.3M | 7% | Mar 2022 | ||
| Centaurus Financial | 83k | $6.3M | 852% | Mar 2022 | ||
| PrairieView Partners | 82k | $6.2M | 22% | Mar 2022 | ||
| HYA Advisors | 79k | $6.0M | 0% | Mar 2022 | ||
| Captrust Financial Advisors | 79k | $6.0M | -38% | Mar 2022 | ||
| Family Management Corporation | 77k | $5.9M | -5% | Dec 2021 | ||
| Prudential Financial | 76k | $5.8M | 57% | Mar 2022 | ||
| CI Investments | 76k | $5.8M | -8% | Dec 2021 | ||
| Carl P. Sherr & Co | 76k | $5.8M | 0% | Mar 2022 | ||
| Steward Partners Investment Advisory | 75k | $5.7M | 517% | Mar 2022 | ||
| Paradigm Financial Partners | 73k | $5.5M | 5% | Mar 2022 | ||
| Edge Capital Group | 71k | $5.4M | -1% | Mar 2022 | ||
| Advisory Services Network | 71k | $5.4M | -2% | Mar 2022 | ||
| 180 Wealth Advisors | 70k | $5.4M | -1% | Mar 2022 | ||
| Financial Advocates Investment Management | 67k | $5.1M | 31% | Mar 2022 | ||
| Resources Investment Advisors | 66k | $5.0M | 8% | Mar 2022 | ||
| Stifel Financial | 65k | $4.9M | 218% | Mar 2022 | ||
| Northland Capital Management | 64k | $4.8M | 100% | Mar 2022 | ||
| Financial Planning & Information Services | 63k | $4.8M | -2% | Dec 2021 | ||
| Creative Planning | 62k | $4.7M | -1% | Dec 2021 | ||
| Ausdal Financial Partners | 60k | $4.6M | 48% | Mar 2022 | ||
| Spire Wealth Management | 60k | $4.6M | 8% | Dec 2021 | ||
| Western Wealth Management | 57k | $4.3M | 100% | Mar 2022 | ||
| Birchcreek Wealth Management | 56k | $4.3M | -7% | Mar 2022 | ||
| R.H. Bluestein & Company | 55k | $4.2M | 13% | Mar 2022 | ||
| Pamela Horwath | 54k | $4.1M | 0% | Mar 2022 | ||
| Motive Wealth Advisors | 53k | $4.0M | 18% | Mar 2022 | ||
| BEAM Asset Management | 53k | $4.0M | 7% | Mar 2022 | ||
| Silver Oak Securities | 51k | $3.9M | 100% | Mar 2022 | ||
| Columbus Macro | 51k | $3.9M | 1% | Mar 2022 | ||
| Leonard Rickey Investment Advisors P | 50k | $3.8M | -1% | Dec 2021 | ||
| Vista Private Wealth Partners | 50k | $3.8M | -6% | Mar 2022 | ||
| 55i | 47k | $3.6M | 15% | Mar 2022 | ||
| EP Wealth Advisors | 43k | $3.3M | -5% | Mar 2022 | ||
| Capital Analysts | 42k | $3.2M | 8% | Dec 2021 | ||
| Cresset Asset Management | 42k | $3.2M | 168% | Dec 2021 | ||
| Valley Forge Investment Consultants Inc Adv | 40k | $3.1M | 3% | Mar 2022 | ||
| Wealth Management Partners | 39k | $3.0M | 5% | Mar 2022 | ||
| Guidance Point Advisors | 38k | $2.9M | 10% | Mar 2022 | ||
| Brian McDonald | 38k | $2.9M | 0% | Mar 2022 | ||
| Canvas Wealth Advisors | 38k | $2.7M | -11% | Mar 2022 | ||
| Monticello Wealth Management | 37k | $2.8M | 42% | Mar 2022 | ||
| Magnolia Capital Advisors | 37k | $2.8M | 145% | Dec 2021 | ||
| Atlas Capital Advisors | 35k | $2.7M | -2% | Mar 2022 | ||
| Lansing Street Advisors | 35k | $2.6M | 100% | Mar 2022 | ||
| ValMark Advisers | 34k | $2.6M | 25% | Mar 2022 | ||
| Geneos Wealth Management | 33k | $2.5M | -9% | Mar 2022 | ||
| Financial Engines Advisors L.L.C | 32k | $2.4M | 9% | Mar 2022 | ||
| Atria Investments | 32k | $2.4M | 3% | Mar 2022 | ||
| Northwest Wealth Management | 31k | $2.4M | 17% | Mar 2022 | ||
| Buckingham Asset Management | 31k | $2.4M | 9% | Mar 2022 | ||
| DeRoy & Devereaux Private Investment Counsel | 31k | $2.4M | 0% | Mar 2022 | ||
| Quent Capital | 31k | $2.4M | 100% | Dec 2021 | ||
| Allianz Asset Management | 31k | $2.3M | 0% | Mar 2022 | ||
| RDA Financial Network | 31k | $2.3M | 4% | Mar 2022 | ||
| Sequoia Financial Advisors | 30k | $2.3M | 10% | Mar 2022 | ||
| TL Private Wealth | 30k | $2.2M | 0% | Dec 2021 | ||
| Sovereign Financial Group | 29k | $2.2M | -6% | Dec 2021 | ||
| Greenline Partners | 29k | $2.2M | 79% | Dec 2021 | ||
| Integrated Advisors Network | 29k | $2.2M | -81% | Mar 2022 | ||
| Equity Investment Corp Acquisition | 29k | $2.2M | -56% | Mar 2022 | ||
| Oppenheimer & Co | 28k | $2.2M | 0% | Dec 2021 | ||
| Private Trust Co Na | 28k | $2.1M | 1% | Mar 2022 | ||
| Eldridge Investment Advisors | 27k | $2.1M | 68% | Mar 2022 | ||
| Asset Management Investors | 27k | $2.1M | 18% | Mar 2022 | ||
| Janney Montgomery Scott | 27k | $2.1M | -6% | Mar 2022 | ||
| Crescent Grove Advisors | 27k | $2.1M | -1% | Mar 2022 | ||
| Elm Partners Management | 27k | $2.1M | -49% | Mar 2022 | ||
| Summit Financial | 26k | $2.0M | -2% | Mar 2022 | ||
| Sutton Place Investors | 25k | $1.9M | 0% | Mar 2022 | ||
| Life Planning Partners | 25k | $1.9M | 0% | Mar 2022 | ||
| Regal Investment Advisors | 24k | $1.8M | 1% | Mar 2022 | ||
| Citigroup | 24k | $1.8M | 100% | Dec 2021 | ||
| Nwam | 24k | $1.8M | 17% | Dec 2021 | ||
| Endurance Wealth Management | 24k | $1.8M | -73% | Mar 2022 | ||
| Charter Oak Capital Management | 23k | $1.7M | 26% | Dec 2021 | ||
| Ckw Financial | 23k | $1.7M | 100% | Mar 2022 | ||
| TriaGen Wealth Management | 22k | $1.7M | 0% | Mar 2022 | ||
| Eagle Strategies | 22k | $1.7M | -5% | Mar 2022 | ||
| Ford Financial Group | 18k | $1.4M | -43% | Mar 2022 | ||
| Stratos Wealth Advisors | 6.2k | $469k | -92% | Mar 2022 | ||
| Renaissance Technologies | 4.6k | $349k | -83% | Mar 2022 | ||
| Kalos Management | 2.9k | $220k | -88% | Mar 2022 | ||
Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of America Corporation | Dec 2021 | 53M | $4.1B |
| Summit Rock Advisors | Dec 2021 | 740k | $57M |
| Dean Investment Associates | Dec 2021 | 94k | $7.2M |
| Confluence Investment Management | Dec 2021 | 88k | $6.7M |
| Stratos Wealth Partners | Dec 2021 | 78k | $6.0M |
| W. E. Donoghue & Co | Sep 2021 | 70k | $5.0M |
| AXS Investments | Dec 2021 | 38k | $2.9M |
| Global Retirement Partners | Sep 2021 | 37k | $2.6M |
| Gunma Bank | Sep 2021 | 29k | $2.1M |