Who owns iShares Russell 3000 Value Index?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 60M $5.4B 3% Mar 2024
 View chart
LPL Financial 12M $1.1B 6% Mar 2024
 View chart
Morgan Stanley 8.1M $735M 5% Mar 2024
 View chart
Ronald Blue Trust 4.6M $420M -4% Mar 2024
 View chart
Signature 4.2M $384M 1% Mar 2024
 View chart
Envestnet Asset Management 3.8M $347M 116% Mar 2024
 View chart
Jones Financial Companies, L.L 3.1M $278M 13% Mar 2024
 View chart
Aspiriant 2.8M $249M 14% Mar 2024
 View chart
Merit Financial Group 2.3M $205M 97851% Mar 2024
 View chart
UBS Group 1.7M $150M -15% Mar 2024
 View chart
Jpmorgan Chase & Co 1.6M $148M -2% Mar 2024
 View chart
Commonwealth Equity Services 1.4M $130M 3% Mar 2024
 View chart
BlackRock 1.2M $113M 375% Mar 2024
 View chart
Wells Fargo & Company 1.2M $107M 10% Mar 2024
 View chart
William Blair $ Company 1.2M $106M 10% Mar 2024
 View chart
Modera Wealth Management 978k $88M 0% Mar 2024
 View chart
Auto-Owners Insurance 864k $78M 0% Mar 2024
 View chart
CWM 806k $73M -5% Mar 2024
 View chart
Royal Bank of Canada 803k $73M -3% Mar 2024
 View chart
Benjamin F. Edwards & Company 770k $70M 7% Mar 2024
 View chart
Raymond James Financial Services Advisors 747k $68M 8% Mar 2024
 View chart
Goldman Sachs Group 741k $67M -26% Mar 2024
 View chart
CI Private Wealth 734k $66M 5% Mar 2024
 View chart
HighTower Advisors 710k $64M 11% Mar 2024
 View chart
Venturi Wealth Management 633k $57M -1% Mar 2024
 View chart
Pnc Financial Services 576k $52M 4% Mar 2024
 View chart
Hanson McClain Advisors 569k $51M -5% Mar 2024
 View chart
McGlone Suttner Wealth Management 544k $49M 1% Mar 2024
 View chart
Tanglewood Legacy Advisors 537k $49M 4% Mar 2024
 View chart
Allspring Global Investments Holdings 504k $46M -1% Mar 2024
 View chart
Wealth Enhancement Advisory Services 491k $44M -57% Mar 2024
 View chart
Advisor Group Holdings 488k $44M 2% Mar 2024
 View chart
GDS Wealth Management 470k $43M -6% Mar 2024
 View chart
Townsend & Associates 468k $41M 1% Mar 2024
 View chart
Raymond James & Associates 459k $42M 11% Mar 2024
 View chart
FMR 457k $41M -1% Mar 2024
 View chart
Atria Investments 444k $40M 13% Mar 2024
 View chart
Cetera Investment Advisers 429k $39M 231% Mar 2024
 View chart
Sandy Spring Bank 394k $36M -3% Mar 2024
 View chart
Gallagher Fiduciary Advisors 394k $36M 0% Mar 2024
 View chart
Ameriprise Financial 380k $34M -27% Mar 2024
 View chart
Nadler Financial 379k $34M 4% Mar 2024
 View chart
Colony 373k $34M 2% Mar 2024
 View chart
Hantz Financial Services 361k $33M -1% Mar 2024
 View chart
Veracity Capital 351k $32M 3% Mar 2024
 View chart
Natixis Asset Management Advisors 332k $30M 17% Mar 2024
 View chart
ForthRight Wealth Management 325k $29M -1% Mar 2024
 View chart
Kestra Private Wealth Services 313k $28M 12% Mar 2024
 View chart
Atria Wealth Solutions 310k $28M -2% Mar 2024
 View chart
Principal Securities 293k $27M 6% Mar 2024
 View chart
H D Vest Advisory Services 269k $24M 3% Mar 2024
 View chart
Southern Capital Advisors 251k $23M -2% Mar 2024
 View chart
BCJ Capital Management 246k $22M 11% Mar 2024
 View chart
Drake & Associates 239k $22M 6% Mar 2024
 View chart
Garde Capital 230k $21M -1% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 229k $21M -12% Mar 2024
 View chart
Vident Advisory 224k $20M 5% Mar 2024
 View chart
ERTS Wealth Advisors 222k $20M -4% Mar 2024
 View chart
Kestra Advisory Services 220k $20M 125% Mar 2024
 View chart
Steele Capital Management 218k $20M -2% Mar 2024
 View chart
Madison Wealth Partners 216k $20M 1% Mar 2024
 View chart
DDFG 215k $20B -1% Mar 2024
 View chart
Mml Investors Services 210k $19M 9% Mar 2024
 View chart
Howe and Rusling 208k $19M 21% Mar 2024
 View chart
Ironwood Wealth Management 204k $18M -1% Mar 2024
 View chart
Charles Schwab Investment Management 203k $18M -7% Mar 2024
 View chart
Private Advisor 200k $18M 17% Mar 2024
 View chart
Financial Advocates Investment Management 184k $14M 75% Mar 2024
 View chart
SkyOak Wealt 181k $16M 0% Mar 2024
 View chart
Strategies Wealth Advisors 175k $16M -4% Mar 2024
 View chart
Baird Financial 167k $15M -49% Mar 2024
 View chart
Allianz Asset Management 166k $14M 52% Dec 2023
 View chart
Global Strategic Investment Solutions 163k $15M 0% Mar 2024
 View chart
Cambridge Investment Research Advisors 163k $15M 17% Mar 2024
 View chart
Equitable Holdings 161k $15M 9% Mar 2024
 View chart
Kayne Anderson Rudnick Investment Management 160k $15M 6% Mar 2024
 View chart
Petix & Botte 154k $14M -50% Mar 2024
 View chart
Crescent Grove Advisors 154k $14M 2% Mar 2024
 View chart
Centaurus Financial 151k $14M 1% Mar 2024
 View chart
PCA Investment Advisory Services 147k $13M 13% Mar 2024
 View chart
Creative Financial Designs 147k $13M 4389% Mar 2024
 View chart
Tortoise Investment Management 145k $13M 7% Mar 2024
 View chart
Flagship Harbor Advisors 145k $13M 248% Mar 2024
 View chart
Cosner Financial Group 143k $13M 1% Mar 2024
 View chart
Eaton Financial Holdings Company 140k $13M 0% Mar 2024
 View chart
McMahon Financial Advisors 138k $13M 0% Mar 2024
 View chart
First Hawaiian Bank 138k $13M -20% Mar 2024
 View chart
United Capital Financial Advisers 138k $13M -3% Mar 2024
 View chart
Carl P. Sherr & Co 137k $12M 0% Mar 2024
 View chart
Richard W. Paul & Associates 135k $12M -1% Mar 2024
 View chart
Rockefeller Capital Management 135k $12M 6% Mar 2024
 View chart
Ameritas Advisory Services 132k $12M 128% Mar 2024
 View chart
Stifel Financial 132k $12M 1% Mar 2024
 View chart
Amplius Wealth Advisors 131k $12M -11% Mar 2024
 View chart
Foundry Financial Group 131k $12M 2% Mar 2024
 View chart
Lutz Financial Services 130k $12M -1% Mar 2024
 View chart
Savant Capital Management 129k $12M -1% Mar 2024
 View chart
Per Stirling Capital Management 123k $11M 3% Mar 2024
 View chart
Birchcreek Wealth Management 118k $11M 7% Mar 2024
 View chart
Integrated Wealth Concepts 118k $11M -10% Mar 2024
 View chart
Branch Banking & Trust Company 116k $11M 4% Mar 2024
 View chart
Creative Planning 114k $10M 14% Mar 2024
 View chart
Sigma Planning 113k $10M 170% Mar 2024
 View chart
Stratos Wealth Partners 105k $9.5M 1% Mar 2024
 View chart
Robinson Smith Wealth Advisors 100k $9.0M -1% Mar 2024
 View chart
Concurrent Investment Advisors 100k $9.0M 1% Mar 2024
 View chart
Advisory Services Network 99k $8.9M 3% Mar 2024
 View chart
Scissortail Wealth Management 98k $8.8M 100% Mar 2024
 View chart
Certified Advisory Corp 98k $8.8M 3% Mar 2024
 View chart
LaSalle St. Investment Advisors 98k $8.8M 405% Mar 2024
 View chart
M^T Bank Corporation 96k $8.7M -35% Mar 2024
 View chart
Eldridge Investment Advisors 96k $8.7M 0% Mar 2024
 View chart
Corepath Wealth Partners 94k $8.2M -61% Mar 2024
 View chart
Financial Council Asset Management 92k $8.3M -3% Mar 2024
 View chart
Dynamic Advisors Solutions 92k $8.3M -1% Mar 2024
 View chart
Us Bancorp 91k $8.2M -2% Mar 2024
 View chart
Quent Capital 90k $8.1M -6% Mar 2024
 View chart
Robertson Stephens Wealth Management 84k $7.6M 49% Mar 2024
 View chart
Alliancebernstein 83k $7.5M -2% Mar 2024
 View chart
HighMark Wealth Management 81k $7.3M -3% Mar 2024
 View chart
Symphony Financial 79k $7.2M -27% Mar 2024
 View chart
BEAM Asset Management 79k $7.1M 0% Mar 2024
 View chart
My Purposeful Wealth Corp. 77k $7.0M -42% Mar 2024
 View chart
Legacy Financial Group 76k $6.9M 100% Mar 2024
 View chart
Edge Capital Group 76k $6.9M 0% Mar 2024
 View chart
Motive Wealth Advisors 75k $6.8M 78% Mar 2024
 View chart
Charter Oak Capital Management 75k $6.8M 7% Mar 2024
 View chart
Mariner Wealth Advisors 72k $6.5M -14% Mar 2024
 View chart
Main Street Financial Solutions 72k $6.5M 100% Mar 2024
 View chart
Financial Advisory Corp 71k $6.5M 41% Mar 2024
 View chart
USAdvisors Wealth Management 70k $6.3M -6% Mar 2024
 View chart
PrairieView Partners 68k $6.2M -1% Mar 2024
 View chart
Silver Oak Securities 66k $5.9M -3% Mar 2024
 View chart
Canvas Wealth Advisors 64k $5.5M -14% Mar 2024
 View chart
Defined Wealth Management 63k $5.7M 0% Mar 2024
 View chart
Resources Investment Advisors 63k $5.7M -4% Mar 2024
 View chart
Russell Investments 62k $5.6M 100% Mar 2024
 View chart
Global Retirement Partners 62k $5.6M 0% Mar 2024
 View chart
Mercer Global Advisors 61k $5.5M -1% Mar 2024
 View chart
180 Wealth Advisors 61k $5.5M -2% Mar 2024
 View chart
Spire Wealth Management 61k $5.5M -1% Mar 2024
 View chart
Integrated Advisors Network 60k $5.5M -70% Mar 2024
 View chart
Vantage Financial Partners 60k $5.4M 3% Mar 2024
 View chart
ICA Group Wealth Management 58k $5.2M -13% Mar 2024
 View chart
Bridge Advisory 57k $5.2M 84% Mar 2024
 View chart
Envestnet Portfolio Solutions 56k $5.1M 447% Mar 2024
 View chart
WJ Wealth Management 56k $5.1M -4% Mar 2024
 View chart
Able Wealth Management 56k $4.7M 100% Dec 2023
 View chart
Captrust Financial Advisors 55k $5.0M -4% Mar 2024
 View chart
Eley Financial Management 54k $4.9M -1% Mar 2024
 View chart
Pamela Horwath 54k $4.9M 0% Mar 2024
 View chart
Hilltop Holdings 54k $4.9M 22% Mar 2024
 View chart
IHT Wealth Management 53k $4.8M -23% Mar 2024
 View chart
Brian McDonald 53k $4.8M 10% Mar 2024
 View chart
Perigon Wealth Management 52k $4.7M -4% Mar 2024
 View chart
Janney Montgomery Scott 51k $4.6M -12% Mar 2024
 View chart
Mitchell Capital Management 37k $3.4M -42% Mar 2024
 View chart
Monument Capital Management 37k $3.3M -65% Mar 2024
 View chart
Equity Investment Corp Acquisition 27k $2.5M -58% Mar 2024
 View chart
AE Wealth Management 23k $2.1M -91% Mar 2024
 View chart
Dean Investment Associates 15k $1.4M -94% Mar 2024
 View chart
Renaissance Technologies 13k $1.1M -80% Mar 2024
 View chart

Who sold out of iShares Russell 3000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Financial Network Investment Corporation Sep 2023 227k $17M
Bank Julius Baer & Co. Ltd, Zurich Sep 2023 201k $15M