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 Actions
Bank of America Corporation 58M $4.9B 4% Dec 2023
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LPL Financial 12M $862M 1% Sep 2023
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Morgan Stanley 7.8M $579M -2% Sep 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 2.4M $205M 5% Dec 2023
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Jones Financial Companies, L.L 2.4M $178M 14% Sep 2023
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UBS Group 2.0M $165M -1% Dec 2023
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Envestnet Asset Management 1.8M $133M 0% Sep 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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First Republic Investment Management 1.2M $91M 0% Sep 2023
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Wealth Enhancement Advisory Services 1.1M $97M 6% 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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Modera Wealth Management 978k $83M 9% Dec 2023
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Auto-Owners Insurance 864k $64M 0% Sep 2023
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CWM 847k $71M -10% Dec 2023
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Royal Bank of Canada 830k $70M 3% Dec 2023
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Goldman Sachs Group 800k $60M 4% Sep 2023
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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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Raymond James Financial Services Advisors 693k $59M 32% Dec 2023
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HighTower Advisors 640k $54M -6% Dec 2023
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Venturi Wealth Management 639k $54M -23% Dec 2023
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Windsor Group 603k $45M -1% Sep 2023
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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 540k $46M 1% Dec 2023
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Ameriprise Financial 518k $39M 12% Sep 2023
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Tanglewood Legacy Advisors 517k $44M 4% Dec 2023
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Allspring Global Investments Holdings 510k $43M -2% Dec 2023
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GDS Wealth Management 499k $42M -2% Dec 2023
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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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FMR 461k $34M 0% Sep 2023
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Raymond James & Associates 413k $35M 43% Dec 2023
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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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Colony Group 393k $29M 5% Sep 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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Hantz Financial Services 364k $27M 5% Sep 2023
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Nadler Financial 364k $31M 8% Dec 2023
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Veracity Capital 341k $29M 5% Dec 2023
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ForthRight Wealth Management 330k $28M 5% Dec 2023
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Baird Financial 326k $28M 78% Dec 2023
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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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BlackRock 263k $20M -92% Sep 2023
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H D Vest Advisory Services 263k $22M -9% Dec 2023
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Northwestern Mutual Wealth Management Company 259k $19M -1% Sep 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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ERTS Wealth Advisors 230k $19M 0% Dec 2023
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Financial Network Investment Corporation 227k $17M 3% Sep 2023
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Drake & Associates 226k $19M 2% Dec 2023
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Steele Capital Management 222k $19M 100% Dec 2023
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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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DDFG 218k $16B -3% Sep 2023
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Integrated Advisors Network 217k $16M -52% Sep 2023
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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 206k $17M -1% Dec 2023
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Mml Investors Services 200k $15M 7% Sep 2023
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Bank Julius Baer & Co. Ltd, Zurich 198k $17M -1% Dec 2023
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Strategies Wealth Advisors 182k $15M -4% Dec 2023
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SkyOak Wealt 181k $15M 3% Dec 2023
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First Hawaiian Bank 172k $15M -1% Dec 2023
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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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Centaurus Financial 151k $11M 5% Sep 2023
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Crescent Grove Advisors 151k $13M -6% Dec 2023
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M^T Bank Corporation 149k $13M -14% Dec 2023
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Amplius Wealth Advisors 148k $12M -1% Dec 2023
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Kayne Anderson Rudnick Investment Management 147k $11M 9% Sep 2023
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United Capital Financial Advisers 143k $12M -29% Dec 2023
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Tortoise Investment Management 141k $12M -1% Dec 2023
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Cosner Financial Group 141k $12M 9% Dec 2023
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Equitable Holdings 141k $11M 0% Sep 2023
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Eaton Financial Holdings Company 140k $12M 1% Dec 2023
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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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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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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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Stifel Financial 131k $11M 17% Dec 2023
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Integrated Wealth Concepts 130k $9.7M -7% Sep 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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Cetera Investment Advisers 130k $9.7M -4% Sep 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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Per Stirling Capital Management 117k $8.7M -3% Sep 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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Symphony Financial 109k $9.1M -62% Dec 2023
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Monument Capital Management 106k $9.0M -37% Dec 2023
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Financial Advocates Investment Management 105k $9.4M 16% Dec 2023
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Stratos Wealth Partners 104k $8.8M 16% Dec 2023
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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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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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Dynamic Advisors Solutions 93k $7.8M 1% Dec 2023
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Us Bancorp 93k $7.8M 2% Dec 2023
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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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BEAM Asset Management 78k $6.6M 1% Dec 2023
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Edge Capital Group 76k $5.7M 0% Sep 2023
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Canvas Wealth Advisors 75k $6.3M 20% Dec 2023
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USAdvisors Wealth Management 74k $6.3M -19% Dec 2023
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IHT Wealth Management 71k $5.3M -3% Sep 2023
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Charter Oak Capital Management 70k $5.9M 1% Dec 2023
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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 $4.9M -3% Sep 2023
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Equity Investment Corp Acquisition 66k $5.5M 91% Dec 2023
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Resources Investment Advisors 65k $4.9M 0% Sep 2023
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Mitchell Capital Management 65k $4.8M -14% Sep 2023
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Defined Wealth Management 63k $5.3M 27% Dec 2023
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180 Wealth Advisors 62k $5.3M -3% Dec 2023
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Global Retirement Partners 62k $5.1M 36% Dec 2023
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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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Vantage Financial Partners 58k $4.9M 3% Dec 2023
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WJ Wealth Management 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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Robertson Stephens Wealth Management 57k $4.8M -13% Dec 2023
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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 51k $4.3M -17% Dec 2023
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Monticello Wealth Management 45k $3.8M -63% Dec 2023
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Prudential Financial 44k $3.3M -23% Sep 2023
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Sigma Planning 42k $3.5M -65% Dec 2023
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Beacon Pointe Advisors 12k $1.0M -96% Dec 2023
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Grey Fox Wealth Advisors 2.9k $243k -98% Dec 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of iShares Russell 3000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Employees' Retirement Fund of the City of Fort Worth Jun 2023 580k $45M
Vident Investment Advisory Jun 2023 146k $11M