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 43M $3.0B 1% Mar 2021
LPL Financial 9.6M $663M 5% Mar 2021
Thrivent Financial for Lutherans 3.8M $260M 5% Mar 2021
Aspiriant 2.2M $155M 3% Mar 2021
UBS Group 1.5M $101M 7% Mar 2021
Envestnet Asset Management 1.2M $83M 8% Mar 2021
Jones Financial Companies, L.L 1.0M $71M -2% Mar 2021
Charles Schwab Investment Management 1000k $69M -5% Mar 2021
Balentine 881k $61M 486% Mar 2021
Sand Hill Advisors 839k $58M 2% Mar 2021
Signature 818k $56M 281810% Mar 2021

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Wells Fargo & Company 809k $56M 16% Mar 2021
Cambridge Investment Research Advisors 798k $55M 276% Mar 2021
Commonwealth Equity Services 772k $53M 5% Mar 2021
Summit Rock Advisors 740k $51M 2% Mar 2021
Raymond James Financial Services Advisors 734k $51M 10% Mar 2021
Goldman Sachs Group 724k $50M 18% Mar 2021
William Blair $ Company 707k $49M 30% Mar 2021
BlackRock 680k $47M -24% Mar 2021
FMR 640k $44M -2% Mar 2021
Pnc Financial Services 563k $39M 5% Mar 2021
Royal Bank of Canada 500k $34M 28% Mar 2021
Benjamin F. Edwards & Company 479k $33M 12% Mar 2021
HighTower Advisors 454k $31M 3% Mar 2021
Sandy Spring Bank 438k $30M -14% Mar 2021
First Republic Investment Management 418k $29M -1% Mar 2021
Ameriprise Financial 400k $28M -15% Mar 2021
United Capital Financial Advisers 400k $28M -1% Mar 2021
Colony Group 367k $25M 4% Mar 2021
Hanson McClain Advisors 367k $25M 5% Mar 2021
Jpmorgan Chase & Co 319k $22M 30% Mar 2021
Advisor Group Holdings 313k $22M 7% Mar 2021
Amerivest Investment Management 289k $18M 0% Mar 2021
Wealth Enhancement Advisory Services 268k $19M 22% Mar 2021
Windsor Group 261k $18M 7% Mar 2021
People's United Financial 244k $17M -2% Mar 2021
Raymond James & Associates 236k $16M 7% Mar 2021
Neuberger Berman Group 223k $15M 100% Mar 2021
H D Vest Advisory Services 213k $15M 112% Mar 2021
Baird Financial 212k $15M 1% Mar 2021
Ironwood Wealth Management 199k $14M 100% Mar 2021
Wealth Advisors of Iowa 196k $14M 2% Mar 2021
ForthRight Wealth Management 189k $13M -3% Mar 2021
Kestra Advisory Services 188k $13M -3% Mar 2021
Integrated Advisors Network 187k $13M 242% Mar 2021
Corepath Wealth Partners 168k $12M 15% Mar 2021
Kerntke Otto McGlone Wealth Management Group 157k $11M 71% Mar 2021
ERTS Wealth Advisors 147k $10M 20% Mar 2021
Global Strategic Investment Solutions 139k $9.6M 0% Mar 2021
Lutz Financial Services 137k $9.4M 2% Mar 2021
Creative Financial Designs 134k $9.3M 20% Mar 2021
Northwestern Mutual Wealth Management Company 134k $9.2M 18% Mar 2021
SkyOak Wealt 132k $9.4M -18% Mar 2021
Private Advisor 131k $9.0M -3% Mar 2021
Parametric Portfolio Associates 129k $8.9M 100% Mar 2021
Branch Banking & Trust Company 127k $8.7M 111% Mar 2021
Financial Network Investment Corporation 126k $8.7M 2% Mar 2021
Us Bancorp 121k $8.3M -8% Mar 2021
Tortoise Investment Management 120k $8.2M 16% Mar 2021
Howe and Rusling 116k $8.0M 8% Mar 2021
Integrated Wealth Concepts 115k $7.9M 4% Mar 2021
Stifel Financial 114k $7.8M 52% Mar 2021
Veracity Capital 113k $7.8M 34% Mar 2021
AE Wealth Management 111k $7.6M -3% Mar 2021
Family Management Corporation 110k $7.5M 66% Mar 2021
Certified Advisory Corp 108k $7.5M 100% Mar 2021
Petix & Botte 107k $7.3M 4% Mar 2021
Endurance Wealth Management 96k $6.6M 21% Mar 2021
Captrust Financial Advisors 91k $6.3M 300% Mar 2021
Mml Investors Services 89k $6.1M 14% Mar 2021
Sigma Planning 88k $6.0M 39% Mar 2021
HighMark Wealth Management 85k $5.8M 3% Mar 2021
HYA Advisors 82k $5.6M 6% Mar 2021
CI Investments 80k $5.5M -40% Mar 2021
Stratos Wealth Partners 78k $5.4M 52% Mar 2021
Equitable Holdings 78k $5.4M -5% Mar 2021
Edge Capital Group 76k $5.3M -2% Mar 2021
Janney Montgomery Scott 74k $5.1M 4% Mar 2021
Cetera Investment Advisers 73k $5.0M -13% Mar 2021
Vista Private Wealth Partners 72k $3.9M 3% Mar 2021
Advisory Services Network 70k $4.8M -1% Mar 2021
Mitchell Capital Management 70k $4.8M 22% Mar 2021
PrairieView Partners 69k $4.8M -2% Mar 2021
Symphony Financial 69k $6.2M 209% Mar 2021
Financial Planning & Information Services 68k $4.7M -1% Mar 2021
Asset Managment 63k $4.4M 0% Mar 2021
Creative Planning 63k $4.3M 3% Mar 2021
Birchcreek Wealth Management 60k $4.2M -2% Mar 2021
Fortis Advisors 57k $2.4M -20% Mar 2021
Elm Partners Management 55k $3.8M -2% Mar 2021
Pamela Horwath 54k $3.7M 0% Mar 2021
Carl P. Sherr & Co 54k $3.7M 5% Mar 2021
Leonard Rickey Investment Advisors P 53k $3.7M 0% Mar 2021
Atlas Capital Advisors 48k $3.3M 2% Mar 2021
Spire Wealth Management 47k $3.2M 100% Mar 2021
Jackson Wealth Management 46k $3.2M 100% Mar 2021
Elevated Capital Advisors 46k $3.2M 100% Mar 2021
Canvas Wealth Advisors 45k $3.2M 100% Mar 2021
Geneos Wealth Management 45k $3.2M -1% Mar 2021
Benchmark Financial Wealth Advisors 43k $3.0M -1% Mar 2021
Tennessee Valley Asset Management Partners 43k $2.9M -22% Mar 2021
Stratos Wealth Advisors 42k $2.9M 149% Mar 2021
Citigroup 40k $2.8M 3% Mar 2021
CWM 40k $2.8M -3% Mar 2021
Natixis Asset Management Advisors 40k $2.8M 130% Mar 2021
Valley Forge Investment Consultants Inc Adv 39k $2.7M 3% Mar 2021
Guidance Point Advisors 39k $2.7M 55% Mar 2021
55i 39k $2.7M -5% Mar 2021
Multi-Financial Securities 39k $2.7M 4% Mar 2021
Kayne Anderson Rudnick Investment Management 38k $2.6M 100% Mar 2021
BEAM Asset Management 37k $2.6M 2% Mar 2021
InterOcean Capital Group 37k $2.6M 100% Mar 2021
Global Retirement Partners 37k $2.5M -3% Mar 2021
tru Independence 37k $2.5M 100% Mar 2021
Prudential Financial 37k $2.5M 537% Mar 2021
Greenline Partners 36k $2.5M 0% Mar 2021
R.H. Bluestein & Company 36k $2.5M 27% Mar 2021
Paradigm Financial Partners 35k $2.4M 100% Mar 2021
Financial Advocates Investment Management 35k $2.4M -1% Mar 2021
Ford Financial Group 33k $2.3M -7% Mar 2021
Financial Engines Advisors L.L.C 32k $2.2M -1% Mar 2021
Equity Investment Corp Acquisition 30k $2.1M 0% Mar 2021
Wealthquest 29k $2.0M -10% Mar 2021
Oppenheimer & Co 28k $2.0M 3% Mar 2021
Crescent Grove Advisors 28k $1.9M 37% Mar 2021
Allianz Asset Management 28k $1.9M 182% Mar 2021
TL Private Wealth 27k $1.9M -1% Mar 2021
DeRoy & Devereaux Private Investment Counsel 27k $1.9M -4% Mar 2021
Kalos Management 27k $2.0M -7% Mar 2021
ValMark Advisers 27k $1.9M 178% Mar 2021
Derby & Company 27k $1.9M 100% Mar 2021
TRUE Private Wealth Advisors 27k $1.8M -60% Mar 2021
Summit Financial 26k $1.8M 0% Mar 2021
Northwest Wealth Management 25k $1.7M 5% Mar 2021
Wealth Management Partners 25k $1.8M 17% Mar 2021
Buckingham Asset Management 25k $1.7M -13% Mar 2021
Susquehanna International 25k $1.7M 100% Mar 2021
TriaGen Wealth Management 23k $1.6M 0% Mar 2021
Proequities 22k $1.5M 3% Mar 2021
Western Wealth Management 22k $1.5M 2% Mar 2021
Legacy Financial Strategies 21k $1.4M -3% Mar 2021
Sequoia Financial Advisors 21k $1.4M -4% Mar 2021
Bank of Marin 20k $1.4M -28% Mar 2021
Moloney Securities Asset Management 19k $1.3M 0% Mar 2021
Commerce Bank N A 18k $1.3M -3% Mar 2021
Private Trust Co Na 18k $1.3M 1% Mar 2021
Columbus Macro 18k $1.3M -8% Mar 2021
First Manhattan 18k $1.2M 0% Mar 2021
Charter Oak Capital Management 18k $1.2M 1% Mar 2021
Phillips Financial Management 18k $1.2M -3% Mar 2021
Mariner Wealth Advisors 16k $1.1M -47% Mar 2021
Eldridge Investment Advisors 16k $1.1M -27% Mar 2021
B, B, H, & B 9.7k $666k -85% Mar 2021
Comerica Securities 4.2k $289k -83% Mar 2021

Who sold out of iShares Russell 3000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 6.0M $371M
Confluence Investment Management Dec 2020 334k $21M
United Services Automobile Association Dec 2020 133k $8.2M
Sawtooth Asset Management Dec 2020 101k $6.3M
180 Wealth Advisors Dec 2020 75k $4.8M
Dean Investment Associates Dec 2020 32k $2.0M
Good Life Advisors Dec 2020 31k $1.9M
Regal Investment Advisors Dec 2020 26k $1.6M
Snow Capital Management Dec 2020 21k $1.3M