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 | 58M | $4.9B | 4% | Dec 2023 |
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| Ronald Blue Trust | 4.8M | $361M | -6% | Dec 2023 |
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| Signature | 4.2M | $356M | 5% | Dec 2023 |
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| Aspiriant | 2.8M | $249M | 14% | Mar 2024 |
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| UBS Group | 2.0M | $165M | -1% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.7M | $140M | 249% | Dec 2023 |
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| Commonwealth Equity Services | 1.4M | $117M | 1% | Dec 2023 |
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| Wells Fargo & Company | 1.1M | $91M | -3% | Dec 2023 |
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| William Blair $ Company | 1.1M | $89M | 4% | Dec 2023 |
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| Goldman Sachs Group | 999k | $84M | 25% | Dec 2023 |
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| Modera Wealth Management | 978k | $83M | 9% | Dec 2023 |
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| Royal Bank of Canada | 830k | $70M | 3% | Dec 2023 |
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| CWM | 806k | $73M | -5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 747k | $68M | 8% | Mar 2024 |
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| Benjamin F. Edwards & Company | 722k | $61M | 6% | Dec 2023 |
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| CI Private Wealth | 700k | $59M | 675% | Dec 2023 |
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| HighTower Advisors | 640k | $54M | -6% | Dec 2023 |
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| Venturi Wealth Management | 633k | $57M | -1% | Mar 2024 |
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| Hanson McClain Advisors | 597k | $50M | 31% | Dec 2023 |
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| Pnc Financial Services | 553k | $47M | 2% | Dec 2023 |
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| McGlone Suttner Wealth Management | 544k | $49M | 1% | Mar 2024 |
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| Tanglewood Legacy Advisors | 537k | $49M | 4% | Mar 2024 |
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| Allspring Global Investments Holdings | 504k | $46M | -1% | Mar 2024 |
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| GDS Wealth Management | 499k | $42M | -2% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 491k | $44M | -57% | Mar 2024 |
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| Advisor Group Holdings | 478k | $40M | -15% | Dec 2023 |
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| Townsend & Associates | 462k | $39M | 1% | Dec 2023 |
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| Raymond James & Associates | 459k | $42M | 11% | Mar 2024 |
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| Sandy Spring Bank | 405k | $34M | -2% | Dec 2023 |
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| Atria Investments | 394k | $33M | 280% | Dec 2023 |
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| Gallagher Fiduciary Advisors | 393k | $33M | -4% | Dec 2023 |
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| Colony | 366k | $31M | 100% | Dec 2023 |
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| Nadler Financial | 364k | $31M | 8% | Dec 2023 |
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| Veracity Capital | 351k | $32M | 3% | Mar 2024 |
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| Baird Financial | 326k | $28M | 78% | Dec 2023 |
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| ForthRight Wealth Management | 325k | $29M | -1% | Mar 2024 |
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| Atria Wealth Solutions | 318k | $27M | 2% | Dec 2023 |
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| Petix & Botte | 310k | $26M | 0% | Dec 2023 |
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| Natixis Asset Management Advisors | 283k | $24M | 13% | Dec 2023 |
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| Kestra Private Wealth Services | 279k | $24M | 14% | Dec 2023 |
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| Principal Securities | 276k | $23M | 100% | Dec 2023 |
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| H D Vest Advisory Services | 263k | $22M | -9% | Dec 2023 |
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| Southern Capital Advisors | 257k | $22M | -7% | Dec 2023 |
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| AE Wealth Management | 252k | $21M | 51% | Dec 2023 |
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| Dean Investment Associates | 247k | $21M | 100% | Dec 2023 |
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| Corepath Wealth Partners | 241k | $20M | 0% | Dec 2023 |
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| Garde Capital | 231k | $20M | 6% | Dec 2023 |
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| Drake & Associates | 226k | $19M | 2% | Dec 2023 |
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| ERTS Wealth Advisors | 222k | $20M | -4% | Mar 2024 |
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| BCJ Capital Management | 222k | $19M | -32% | Dec 2023 |
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| Charles Schwab Investment Management | 218k | $18M | -13% | Dec 2023 |
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| Steele Capital Management | 218k | $20M | -2% | Mar 2024 |
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| Madison Wealth Partners | 215k | $18M | 6% | Dec 2023 |
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| Vident Advisory | 214k | $18M | 21% | Dec 2023 |
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| Ironwood Wealth Management | 204k | $18M | -1% | Mar 2024 |
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| Integrated Advisors Network | 203k | $17M | -6% | Dec 2023 |
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| Bank Julius Baer & Co. Ltd, Zurich | 198k | $17M | -1% | Dec 2023 |
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| SkyOak Wealt | 181k | $15M | 3% | Dec 2023 |
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| Strategies Wealth Advisors | 175k | $16M | -4% | Mar 2024 |
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| Howe and Rusling | 172k | $15M | 7% | Dec 2023 |
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| Private Advisor | 172k | $15M | 5% | Dec 2023 |
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| Allianz Asset Management | 166k | $14M | 52% | Dec 2023 |
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| Global Strategic Investment Solutions | 163k | $14M | -1% | Dec 2023 |
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| Crescent Grove Advisors | 151k | $13M | -6% | Dec 2023 |
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| Centaurus Financial | 150k | $13M | -1% | Dec 2023 |
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| M^T Bank Corporation | 149k | $13M | -14% | Dec 2023 |
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| Flagship Harbor Advisors | 145k | $13M | 248% | Mar 2024 |
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| United Capital Financial Advisers | 143k | $12M | -29% | Dec 2023 |
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| Cosner Financial Group | 141k | $12M | 9% | Dec 2023 |
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| Eaton Financial Holdings Company | 140k | $13M | 0% | Mar 2024 |
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| McMahon Financial Advisors | 139k | $12M | 3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 139k | $12M | -3% | Dec 2023 |
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| First Hawaiian Bank | 138k | $13M | -20% | Mar 2024 |
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| Richard W. Paul & Associates | 137k | $12M | 3% | Dec 2023 |
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| Carl P. Sherr & Co | 136k | $12M | -3% | Dec 2023 |
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| Tortoise Investment Management | 136k | $12M | -5% | Dec 2023 |
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| My Purposeful Wealth Corp. | 132k | $11M | -11% | Dec 2023 |
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| Lutz Financial Services | 131k | $11M | 0% | Dec 2023 |
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| Amplius Wealth Advisors | 131k | $12M | -11% | Mar 2024 |
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| Stifel Financial | 131k | $11M | 17% | Dec 2023 |
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| Savant Capital Management | 130k | $11M | -2% | Dec 2023 |
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| PCA Investment Advisory Services | 130k | $11M | 3% | Dec 2023 |
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| Foundry Financial Group | 128k | $11M | 100% | Dec 2023 |
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| Rockefeller Capital Management | 128k | $11M | -2% | Dec 2023 |
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| Branch Banking & Trust Company | 112k | $9.4M | 4% | Dec 2023 |
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| Birchcreek Wealth Management | 111k | $9.3M | 10% | Dec 2023 |
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| Financial Advocates Investment Management | 105k | $9.4M | 16% | Dec 2023 |
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| Stratos Wealth Partners | 105k | $9.5M | 1% | Mar 2024 |
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| Robinson Smith Wealth Advisors | 101k | $8.5M | 100% | Dec 2023 |
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| Creative Planning | 100k | $8.5M | -1% | Dec 2023 |
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| Concurrent Investment Advisors | 99k | $8.4M | 100% | Dec 2023 |
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| Kestra Advisory Services | 98k | $8.3M | -2% | Dec 2023 |
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| Advisory Services Network | 96k | $8.1M | 1% | Dec 2023 |
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| Eldridge Investment Advisors | 96k | $8.1M | 761% | Dec 2023 |
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| Quent Capital | 95k | $8.0M | 29% | Dec 2023 |
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| Financial Council Asset Management | 95k | $8.0M | 0% | Dec 2023 |
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| Certified Advisory Corp | 95k | $8.0M | 4% | Dec 2023 |
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| Us Bancorp | 93k | $7.8M | 2% | Dec 2023 |
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| Dynamic Advisors Solutions | 92k | $8.3M | -1% | Mar 2024 |
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| Alliancebernstein | 84k | $7.1M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 84k | $7.0M | -35% | Dec 2023 |
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| HighMark Wealth Management | 83k | $7.0M | 1% | Dec 2023 |
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| Symphony Financial | 79k | $7.2M | -27% | Mar 2024 |
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| BEAM Asset Management | 78k | $6.6M | 1% | Dec 2023 |
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| Legacy Financial Group | 76k | $6.9M | 100% | Mar 2024 |
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| Charter Oak Capital Management | 75k | $6.8M | 7% | Mar 2024 |
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| USAdvisors Wealth Management | 74k | $6.3M | -19% | Dec 2023 |
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| Main Street Financial Solutions | 72k | $6.5M | 100% | Mar 2024 |
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| Financial Advisory Corp | 71k | $6.5M | 41% | Mar 2024 |
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| PrairieView Partners | 69k | $5.8M | 7% | Dec 2023 |
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| Silver Oak Securities | 68k | $5.7M | 425% | Dec 2023 |
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| ICA Group Wealth Management | 66k | $5.6M | 0% | Dec 2023 |
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| Equity Investment Corp Acquisition | 66k | $5.5M | 91% | Dec 2023 |
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| Canvas Wealth Advisors | 64k | $5.5M | -14% | Mar 2024 |
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| Defined Wealth Management | 63k | $5.7M | 0% | Mar 2024 |
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| Global Retirement Partners | 62k | $5.6M | 0% | Mar 2024 |
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| Mercer Global Advisors | 61k | $5.2M | -8% | Dec 2023 |
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| Spire Wealth Management | 61k | $5.1M | 5% | Dec 2023 |
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| 180 Wealth Advisors | 61k | $5.5M | -2% | Mar 2024 |
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| Vantage Financial Partners | 58k | $4.9M | 3% | Dec 2023 |
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| Ameritas Advisory Services | 58k | $4.9M | -54% | Dec 2023 |
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| Janney Montgomery Scott | 58k | $4.9M | -25% | Dec 2023 |
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| Captrust Financial Advisors | 57k | $4.8M | -3% | Dec 2023 |
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| Bridge Advisory | 57k | $5.2M | 84% | Mar 2024 |
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| Robertson Stephens Wealth Management | 57k | $4.8M | -13% | Dec 2023 |
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| WJ Wealth Management | 56k | $5.1M | -4% | Mar 2024 |
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| Able Wealth Management | 56k | $4.7M | 100% | Dec 2023 |
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| Eley Financial Management | 55k | $4.6M | 0% | Dec 2023 |
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| Perigon Wealth Management | 55k | $4.6M | 3% | Dec 2023 |
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| Pamela Horwath | 54k | $4.6M | 0% | Dec 2023 |
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| Breakwater Capital Group | 50k | $4.6M | -1% | Mar 2024 |
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| Kovitz Investment Group Partners | 49k | $4.1M | 504% | Dec 2023 |
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| Elm Partners Management | 47k | $3.9M | -6% | Dec 2023 |
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| Beck Bode | 46k | $3.9M | -12% | Dec 2023 |
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| Columbus Macro | 46k | $4.1M | 1% | Mar 2024 |
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| Monticello Wealth Management | 45k | $3.8M | -63% | Dec 2023 |
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| Hilltop Holdings | 44k | $3.7M | -14% | Dec 2023 |
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| Bailard | 43k | $3.6M | -1% | Dec 2023 |
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| Mutual Advisors | 43k | $3.6M | 4% | Dec 2023 |
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| Wealth Management Partners | 43k | $3.9M | -2% | Mar 2024 |
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| Sigma Planning | 42k | $3.5M | -65% | Dec 2023 |
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| Asset Management Investors | 40k | $3.4M | 11% | Dec 2023 |
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| Buckingham Asset Management | 40k | $3.4M | -5% | Dec 2023 |
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| Leonard Rickey Investment Advisors P | 39k | $3.5M | -5% | Mar 2024 |
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| EP Wealth Advisors | 39k | $3.2M | 0% | Dec 2023 |
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| Flow Traders US | 38k | $3.2M | 100% | Dec 2023 |
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| Presilium Private Wealth | 38k | $3.2M | 155% | Dec 2023 |
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| Windward Private Wealth Management | 37k | $3.2M | 3% | Dec 2023 |
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| DeRoy & Devereaux Private Investment Counsel | 37k | $3.1M | -2% | Dec 2023 |
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| Monument Capital Management | 37k | $3.3M | -65% | Mar 2024 |
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| Guidance Point Advisors | 28k | $2.4M | -38% | Dec 2023 |
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| Beacon Pointe Advisors | 12k | $1.0M | -96% | Dec 2023 |
|
Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sandy Cove Advisors | Dec 2023 | 42k | $3.6M |