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 |
|---|---|---|---|---|---|
| LPL Financial | 16M | $1.7B | 4% | Dec 2025 |
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| Jones Financial Companies, L.L | 6.4M | $658M | 5% | Dec 2025 |
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| Envestnet Asset Management | 5.9M | $609M | 2% | Dec 2025 |
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| Signature | 4.6M | $475M | 1% | Mar 2026 |
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| Ronald Blue Trust | 4.3M | $437M | -4% | Mar 2026 |
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| Kestra Investment Management | 3.8M | $387M | 12% | Dec 2025 |
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| Aspiriant | 3.6M | $367M | -1% | Dec 2025 |
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| Merit Financial Group | 2.8M | $285M | 7% | Mar 2026 |
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| Raymond James Financial | 1.7M | $176M | 14% | Dec 2025 |
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| UBS Group | 1.6M | $165M | 2% | Dec 2025 |
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| Auto-Owners Insurance | 1.4M | $139M | 0% | Mar 2026 |
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| Pnc Financial Services | 1.2M | $125M | 49% | Dec 2025 |
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| Modera Wealth Management | 1.2M | $122M | -5% | Dec 2025 |
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| Commonwealth Equity Services | 1.2M | $119M | -9% | Dec 2025 |
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| Benjamin Edwards | 1.1M | $118M | 7% | Dec 2025 |
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| Foster Group | 1.1M | $114M | 3% | Mar 2026 |
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| Wells Fargo & Company | 1.1M | $112M | 2% | Dec 2025 |
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| William Blair $ Company | 1.1M | $112M | 5% | Dec 2025 |
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| Natixis Asset Management Advisors | 887k | $91M | 9% | Dec 2025 |
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| Canandaigua National Bank and Trust Company | 864k | $89M | 3% | Dec 2025 |
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| Canandaigua National Bank and Trust Company | 811k | $83M | 100% | Mar 2026 |
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| Venturi Wealth Management | 792k | $81M | -39% | Mar 2026 |
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| CI Private Wealth | 705k | $72M | 58% | Dec 2025 |
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| Cetera Investment Advisers | 744k | $76M | -10% | Dec 2025 |
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| HighTower Advisors | 708k | $73M | 11% | Dec 2025 |
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| Sequoia Financial Advisors | 695k | $71M | 8502% | Dec 2025 |
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| McGlone Suttner Wealth Management | 653k | $67M | 1% | Mar 2026 |
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| Principal Securities | 628k | $64M | -15% | Dec 2025 |
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| CWM | 613k | $63M | -2% | Dec 2025 |
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| Hanson McClain Advisors | 612k | $63M | -4% | Dec 2025 |
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| Goldman Sachs Group | 560k | $57M | -5% | Dec 2025 |
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| Allspring Global Investments Holdings | 544k | $56M | 0% | Dec 2025 |
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| Advisor Group Holdings | 503k | $52M | -3% | Dec 2025 |
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| FMR | 471k | $48M | -1% | Dec 2025 |
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| Nadler Financial | 458k | $47M | 3% | Dec 2025 |
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| Colony | 449k | $46M | 14% | Dec 2025 |
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| Flagship Harbor Advisors | 436k | $45M | 7% | Dec 2025 |
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| Ameriprise Financial | 420k | $43M | 1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 387k | $40M | 4% | Dec 2025 |
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| Townsend & Associates | 363k | $38M | 0% | Dec 2025 |
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| Union Bankshares | 361k | $37M | -1% | Dec 2025 |
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| Veracity Capital | 361k | $37M | -11% | Mar 2026 |
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| Private Advisor | 357k | $37M | 0% | Dec 2025 |
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| Tanglewood Legacy Advisors | 356k | $37M | -45% | Dec 2025 |
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| Howe and Rusling | 349k | $36M | 2% | Dec 2025 |
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| Hantz Financial Services | 347k | $36M | 0% | Dec 2025 |
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| Madison Wealth Partners | 312k | $32M | 4% | Dec 2025 |
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| RMB Capital Management | 311k | $32M | 68% | Dec 2025 |
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| PCA Investment Advisory Services | 303k | $31M | 8% | Dec 2025 |
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| ForthRight Wealth Management | 301k | $31M | 0% | Dec 2025 |
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| Southern Capital Advisors | 296k | $30M | 1% | Mar 2026 |
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| Baird Financial | 294k | $30M | 114% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 289k | $30M | 18% | Dec 2025 |
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| Mml Investors Services | 288k | $30M | 7% | Dec 2025 |
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| Kestra Private Wealth Services | 286k | $29M | -16% | Mar 2026 |
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| DDFG | 280k | $29B | 3% | Dec 2025 |
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| Duncan Williams Asset Management | 273k | $29M | 31% | Dec 2025 |
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| GDS Wealth Management | 242k | $25M | -18% | Dec 2025 |
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| Garde Capital | 241k | $25M | 0% | Dec 2025 |
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| Vident Advisory | 240k | $25M | -5% | Dec 2025 |
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| Waldron | 235k | $24M | -2% | Mar 2026 |
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| Equitable Holdings | 231k | $24M | 10% | Dec 2025 |
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| BCJ Capital Management | 231k | $24M | 299% | Dec 2025 |
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| Sanctuary Advisors | 217k | $22M | -1% | Dec 2025 |
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| Rockefeller Capital Management | 217k | $22M | 22% | Dec 2025 |
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| Steele Capital Management | 211k | $22M | -1% | Dec 2025 |
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| Strategies Wealth Advisors | 211k | $22M | -2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 210k | $22M | -30% | Dec 2025 |
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| Salus Financial Advisors | 207k | $21M | 2% | Dec 2025 |
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| SkyOak Wealt | 201k | $21M | -1% | Dec 2025 |
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| Birchcreek Wealth Management | 199k | $20M | 18% | Dec 2025 |
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| Ironwood Wealth Management | 193k | $20M | -1% | Mar 2026 |
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| Integrated Advisors Network | 179k | $18M | -17% | Dec 2025 |
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| High Probability Advisors | 178k | $18M | 4% | Mar 2026 |
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| Richard W. Paul & Associates | 175k | $18M | 6% | Dec 2025 |
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| Atria Investments | 169k | $17M | -6% | Dec 2025 |
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| Kestra Advisory Services | 169k | $17M | 29% | Dec 2025 |
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| Centaurus Financial | 166k | $17M | 1% | Dec 2025 |
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| Crescent Grove Advisors | 163k | $17M | 0% | Dec 2025 |
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| Stifel Financial | 163k | $17M | 7% | Dec 2025 |
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| Financial Partners Group | 161k | $17M | 1% | Mar 2026 |
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| McMahon Financial Advisors | 160k | $16M | 7% | Mar 2026 |
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| Concurrent Investment Advisors | 159k | $16M | 2% | Mar 2026 |
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| Petix & Botte | 153k | $16M | -13% | Dec 2025 |
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| Kayne Anderson Rudnick Investment Management | 151k | $15M | 1% | Dec 2025 |
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| Savant Capital Management | 148k | $15M | -1% | Dec 2025 |
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| Global Strategic Investment Solutions | 145k | $15M | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 142k | $15M | 0% | Dec 2025 |
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| Fortress Financial Group | 141k | $15M | 3% | Dec 2025 |
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| Cosner Financial Group | 140k | $14M | 1% | Dec 2025 |
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| Carl P. Sherr & Co | 137k | $14M | 1% | Dec 2025 |
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| Creative Planning | 133k | $14M | -1% | Dec 2025 |
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| United Capital Financial Advisers | 131k | $13M | 15% | Dec 2025 |
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| Gotham Asset Management | 129k | $13M | 168% | Dec 2025 |
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| Dean Investment Associates | 126k | $13M | 533% | Dec 2025 |
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| Goss Wealth Management | 123k | $13M | 1% | Dec 2025 |
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| Creative Financial Designs | 119k | $12M | 2% | Mar 2026 |
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| Main Street Financial Solutions | 118k | $12M | -1% | Dec 2025 |
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| Lutz Financial Services | 112k | $12M | -1% | Dec 2025 |
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| ERTS Wealth Advisors | 110k | $11M | -3% | Mar 2026 |
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| Stratos Wealth Partners | 109k | $11M | -7% | Dec 2025 |
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| Sigma Planning | 109k | $11M | -15% | Dec 2025 |
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| Td Private Client Wealth | 105k | $11M | -10% | Dec 2025 |
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| Mariner Wealth Advisors | 105k | $11M | 8% | Dec 2025 |
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| Keenan | 105k | $11M | 100% | Dec 2025 |
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| Tortoise Investment Management | 104k | $11M | -3% | Dec 2025 |
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| Integrated Wealth Concepts | 104k | $11M | -2% | Dec 2025 |
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| Arwa | 102k | $11M | 10% | Mar 2026 |
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| Quent Capital | 99k | $10M | -1% | Dec 2025 |
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| Dynamic Advisors Solutions | 98k | $10M | 2% | Mar 2026 |
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| Christopher Weil & Company | 98k | $10M | 21% | Mar 2026 |
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| Sapient Capital | 97k | $9.9M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 96k | $9.8M | 10% | Dec 2025 |
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| Charles Schwab Investment Management | 96k | $9.8M | -3% | Dec 2025 |
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| Independence Financial Advisors | 93k | $9.5M | -22% | Mar 2026 |
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| Equity Investment Corp Acquisition | 92k | $9.4M | 145% | Dec 2025 |
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| Financial Council Asset Management | 91k | $9.3M | 0% | Mar 2026 |
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| Charter Oak Capital Management | 90k | $9.2M | 2% | Dec 2025 |
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| Alliancebernstein | 90k | $9.2M | 1% | Dec 2025 |
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| IFG Advisory | 90k | $9.2M | 10% | Dec 2025 |
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| ICONIQ Capital | 86k | $8.8M | 0% | Dec 2025 |
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| Amplius Wealth Advisors | 85k | $8.7M | -3% | Mar 2026 |
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| Asset Management Investors | 83k | $8.5M | 7% | Dec 2025 |
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| Robinson Smith Wealth Advisors | 81k | $8.3M | -22% | Dec 2025 |
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| Symphony Financial | 79k | $8.1M | -32% | Dec 2025 |
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| Foundry Financial Group | 79k | $8.1M | 3% | Dec 2025 |
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| HighMark Wealth Management | 77k | $7.9M | 0% | Dec 2025 |
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| Resources Investment Advisors | 76k | $7.8M | -1% | Dec 2025 |
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| Motive Wealth Advisors | 75k | $7.7M | -1% | Mar 2026 |
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| Mercer Global Advisors | 75k | $7.7M | -13% | Dec 2025 |
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| Canvas Wealth Advisors | 75k | $7.6M | 3% | Dec 2025 |
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| Canandaigua National Trust Co of Florida | 74k | $7.5M | 0% | Mar 2026 |
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| Legacy Solutions | 71k | $7.2M | -6% | Mar 2026 |
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| ValMark Advisers | 71k | $7.2M | -3% | Dec 2025 |
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| TD Waterhouse Canada | 69k | $7.1M | 3% | Dec 2025 |
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| Certified Advisory Corp | 69k | $7.0M | -40% | Mar 2026 |
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| Janney Montgomery Scott | 67k | $6.9M | 5% | Dec 2025 |
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| Ameritas Advisory Services | 67k | $6.8M | -48% | Dec 2025 |
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| Able Wealth Management | 64k | $6.5M | 1% | Dec 2025 |
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| Integrity Alliance | 63k | $6.5M | 12% | Dec 2025 |
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| Mutual Advisors | 63k | $6.4M | 4% | Dec 2025 |
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| Gallagher Fiduciary Advisors | 62k | $6.4M | 7% | Dec 2025 |
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| BEAM Asset Management | 62k | $6.3M | -1% | Dec 2025 |
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| Robertson Stephens Wealth Management | 62k | $6.3M | 422% | Dec 2025 |
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| Tudor Investment Corporation | 61k | $6.2M | 310% | Dec 2025 |
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| Columbus Macro | 59k | $6.0M | 2% | Mar 2026 |
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| Defined Wealth Management | 58k | $6.0M | 1% | Mar 2026 |
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| Corepath Wealth Partners | 58k | $6.0M | 0% | Mar 2026 |
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| Captrust Financial Advisors | 57k | $5.8M | 1% | Dec 2025 |
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| Global Retirement Partners | 55k | $5.6M | -13% | Dec 2025 |
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| Variant Private Wealth | 48k | $4.9M | -17% | Dec 2025 |
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| Endowment Wealth Management | 14k | $1.4M | -78% | Dec 2025 |
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Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 451k | $47M |
| Two Sigma Investments | Sep 2025 | 236k | $24M |