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 52M $3.5B 100% Jun 2022
LPL Financial 11M $761M -1% Jun 2022
Morgan Stanley 8.4M $492M 2% Jun 2022
Ronald Blue Trust 5.5M $369M 100% Sep 2022
BlackRock 4.4M $296M 100% Jun 2022
Signature 3.6M $226M -4% Sep 2022
Aspiriant 2.5M $157M 0% Sep 2022
UBS Group 2.0M $106M 3% Sep 2022
Envestnet Asset Management 1.8M $110M 20% Sep 2022
Jones Financial Companies, L.L 1.6M $99M 74% Sep 2022
Commonwealth Equity Services 1.1M $71M 9% Jun 2022

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Wells Fargo & Company 1.0M $67M 5% Jun 2022
William Blair $ Company 987k $62M 4% Sep 2022
Goldman Sachs Group 829k $55M -3% Jun 2022
CWM 826k $52M 16% Sep 2022
Wealth Enhancement Advisory Services 696k $45M 21% Sep 2022
First Republic Investment Management 694k $43M 11% Sep 2022
Pnc Financial Services 691k $43M 2% Sep 2022
Royal Bank of Canada 653k $41M 100% Sep 2022
GDS Wealth Management 580k $36M 4% Sep 2022
Benjamin F. Edwards & Company 551k $35M 2% Sep 2022
Allspring Global Investments Holdings 532k $33M 1% Sep 2022
FMR 472k $30M -3% Sep 2022
HighTower Advisors 466k $29M 13% Sep 2022
Advisor Group Holdings 457k $31M 10% Jun 2022
Sandy Spring Bank 448k $29M -1% Sep 2022
Raymond James Financial Services Advisors 439k $28M 20% Sep 2022
Natixis Asset Management Advisors 427k $29M 83% Jun 2022
Windsor Group 426k $27M 6% Sep 2022
Amerivest Investment Management 384k $26M 52% Jun 2022
F3Logic 351k $22M -3% Sep 2022
Colony Group 351k $22M 1006% Sep 2022
Hanson McClain Advisors 349k $22M 2% Sep 2022
Hantz Financial Services 329k $21M 3% Sep 2022
H D Vest Advisory Services 309k $19M -2% Sep 2022
ForthRight Wealth Management 305k $19M 8% Sep 2022
Cambridge Investment Research Advisors 304k $19M 1% Sep 2022
Jpmorgan Chase & Co 296k $20M -5% Jun 2022
United Capital Financial Advisers 294k $18M -8% Sep 2022
Raymond James & Associates 283k $18M 10% Sep 2022
Creative Financial Designs 248k $16M 11% Sep 2022
ERTS Wealth Advisors 245k $15M -6% Sep 2022
Southern Capital Advisors 242k $15M 4% Sep 2022
M^T Bank Corporation 238k $15M -6% Sep 2022
Mml Investors Services 235k $16M -1% Jun 2022
Drake & Associates 218k $14M 100% Sep 2022
Corepath Wealth Partners 218k $14M 3% Sep 2022
Ironwood Wealth Management 216k $14M 0% Sep 2022
Amplius Wealth Advisors 213k $13M 5% Sep 2022
Baird Financial 202k $13M -5% Sep 2022
Madison Wealth Partners 198k $12M 2% Sep 2022
Northwestern Mutual Wealth Management Company 191k $13M 18% Jun 2022
Bank Julius Baer & Co. Ltd, Zurich 190k $12M 11179% Sep 2022
Garde Capital 189k $12M 326% Sep 2022
Kestra Advisory Services 173k $11M -31% Sep 2022
Private Advisor 172k $11M -1% Sep 2022
WJ Wealth Management 169k $11M 16% Sep 2022
Financial Network Investment Corporation 169k $11M 5% Jun 2022
Veracity Capital 166k $10M 14% Sep 2022
Global Strategic Investment Solutions 161k $10M 1% Sep 2022
SkyOak Wealt 154k $9.7M 6% Sep 2022
Lutz Financial Services 153k $9.6M -20% Sep 2022
Tortoise Investment Management 151k $9.4M 3% Sep 2022
Petix & Botte 141k $8.8M 0% Sep 2022
AE Wealth Management 137k $8.6M 6% Sep 2022
Rockefeller Capital Management 136k $8.5M -1% Sep 2022
Branch Banking & Trust Company 132k $8.2M -3% Sep 2022
Parisi Gray Wealth Management 129k $8.1M 3% Sep 2022
Integrated Wealth Concepts 125k $8.4M 0% Jun 2022
Sigma Planning 123k $7.7M -7% Sep 2022
Cetera Investment Advisers 117k $7.8M 14% Jun 2022
Long Run Wealth Advisors 113k $7.1M 100% Sep 2022
Ameritas Advisory Services 111k $7.0M 19% Sep 2022
Financial Council Asset Management 107k $6.7M -2% Sep 2022
Us Bancorp 103k $6.4M -2% Sep 2022
Carl P. Sherr & Co 103k $6.4M 11% Sep 2022
Kayne Anderson Rudnick Investment Management 102k $6.4M 15% Sep 2022
Symphony Financial 101k $6.4M -22% Sep 2022
Mercer Global Advisors 98k $6.1M 391% Sep 2022
Centaurus Financial 98k $6.6M 18% Jun 2022
USAdvisors Wealth Management 98k $6.5M -13% Jun 2022
Mitchell Capital Management 96k $6.0M 6% Sep 2022
ICA Group Wealth Management 95k $5.9M -2% Sep 2022
IHT Wealth Management 92k $5.7M -3% Sep 2022
HighMark Wealth Management 89k $5.5M 1% Sep 2022
Prudential Financial 88k $5.6M 16% Sep 2022
Alliancebernstein 84k $5.2M 1089% Sep 2022
Kestra Private Wealth Services 83k $5.6M 100% Jun 2022
Creative Planning 83k $5.2M 15% Sep 2022
HYA Advisors 78k $5.2M -2% Jun 2022
Advisory Services Network 76k $5.1M 8% Jun 2022
Motive Wealth Advisors 76k $4.7M 14% Sep 2022
Captrust Financial Advisors 75k $4.7M 7% Sep 2022
PrairieView Partners 72k $4.5M 4% Sep 2022
Edge Capital Group 70k $4.4M 0% Sep 2022
180 Wealth Advisors 69k $4.3M -2% Sep 2022
Resources Investment Advisors 68k $4.3M 0% Sep 2022
Northland Capital Management 68k $4.3M 2% Sep 2022
Steward Partners Investment Advisory 68k $4.2M -4% Sep 2022
Stratos Wealth Partners 65k $4.1M 1% Sep 2022
Strategic Equity Management 64k $4.0M 2% Sep 2022
Columbus Macro 63k $4.0M 2% Sep 2022
Quent Capital 61k $3.8M 5% Sep 2022
Wealth Advisors of Iowa 61k $3.8M -1% Sep 2022
Birchcreek Wealth Management 61k $4.1M 8% Jun 2022
Financial Planning & Information Services 58k $3.6M -2% Sep 2022
Multi-Financial Securities 57k $3.8M 0% Jun 2022
Pamela Horwath 54k $3.4M 0% Sep 2022
Western Wealth Management 53k $3.3M -2% Sep 2022
R.H. Bluestein & Company 53k $3.5M -5% Jun 2022
Leonard Rickey Investment Advisors P 50k $3.1M -1% Sep 2022
Confluence Investment Management 50k $3.1M 15% Sep 2022
Vista Private Wealth Partners 49k $3.2M 6% Sep 2022
BEAM Asset Management 49k $3.1M 3% Sep 2022
Silver Oak Securities 48k $3.0M 1% Sep 2022
Charter Oak Capital Management 48k $3.2M 66% Jun 2022
Equity Investment Corp Acquisition 45k $2.8M 31% Sep 2022
Financial Advocates Investment Management 45k $3.0M -32% Jun 2022
Vantage Financial Partners 45k $2.8M -61% Sep 2022
Buckingham Asset Management 45k $2.8M 14% Sep 2022
Capital Analysts 44k $2.9M 0% Jun 2022
55i 43k $2.9M -9% Jun 2022
EP Wealth Advisors 43k $2.8M -2% Jun 2022
Global Retirement Partners 42k $2.9M -3% Sep 2022
Lansing Street Advisors 42k $2.8M 20% Jun 2022
Canvas Wealth Advisors 40k $2.7M 2% Sep 2022
Greenline Partners 39k $2.5M 36% Sep 2022
Valley Forge Investment Consultants Inc Adv 39k $2.5M 1% Sep 2022
Guidance Point Advisors 38k $2.4M 2% Sep 2022
Wealth Management Partners 37k $2.4M 6% Sep 2022
RDA Financial Network 36k $2.3M 2% Sep 2022
Janney Montgomery Scott 36k $2.2M 25% Sep 2022
Monticello Wealth Management 35k $2.2M -22% Sep 2022
Windward Private Wealth Management 34k $2.1M 2% Sep 2022
DeRoy & Devereaux Private Investment Counsel 34k $2.1M -1% Sep 2022
Northwest Wealth Management 33k $2.1M 0% Sep 2022
Elm Partners Management 33k $2.1M 5% Sep 2022
Ausdal Financial Partners 32k $2.0M -46% Sep 2022
Geneos Wealth Management 32k $2.2M -2% Jun 2022
Fure Financial Corp 32k $2.0M 100% Sep 2022
Crescent Grove Advisors 31k $1.9M 0% Sep 2022
Atlas Capital Advisors 31k $1.9M -21% Sep 2022
Asset Management Investors 31k $1.9M 13% Sep 2022
Modera Wealth Management 31k $1.9M 367% Sep 2022
CI Investments 31k $2.0M -35% Jun 2022
Oppenheimer & Co 29k $1.9M 6% Jun 2022
TL Private Wealth 29k $1.8M 3% Sep 2022
Sanford Advisory Services 29k $1.8M -10% Sep 2022
Private Trust Co Na 29k $1.8M 2% Sep 2022
Mutual Advisors 28k $1.7M 12% Sep 2022
Financial Engines Advisors L.L.C 26k $1.6M -16% Sep 2022
Wealthquest 16k $975k -61% Sep 2022
Warren Averett Asset Management 12k $757k -89% Sep 2022
Thrivent Financial for Lutherans 9.2k $617k -100% Jun 2022
Spire Wealth Management 9.0k $565k -81% Sep 2022