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 55M $3.8B 5% Dec 2022
LPL Financial 12M $820M 1% Dec 2022
Morgan Stanley 7.7M $541M -8% Dec 2022
Ronald Blue Trust 5.5M $346M 0% Dec 2022
BlackRock 3.9M $279M -11% Dec 2022
Signature 3.6M $258M 1% Dec 2022
Aspiriant 2.3M $163M -8% Dec 2022
UBS Group 2.3M $162M 14% Dec 2022
Jones Financial Companies, L.L 1.7M $119M 7% Dec 2022
Envestnet Asset Management 1.6M $116M -6% Dec 2022
Sand Hill Advisors 1.5M $104M -5% Dec 2022

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Commonwealth Equity Services 1.3M $90M 11% Dec 2022
Venturi Wealth Management 1.2M $85M 100% Dec 2022
Wells Fargo & Company 1.1M $78M 14% Dec 2022
CWM 1.1M $77M 31% Dec 2022
William Blair $ Company 1.0M $72M 3% Dec 2022
Goldman Sachs Group 909k $64M 10% Dec 2022
Auto-Owners Insurance 864k $61M 100% Dec 2022
M^T Bank Corporation 859k $150M 261% Dec 2022
Wealth Enhancement Advisory Services 758k $57M 9% Dec 2022
HighTower Advisors 752k $53M 61% Dec 2022
Royal Bank of Canada 744k $53M 14% Dec 2022
BCJ Capital Management 708k $50M 100% Dec 2022
First Republic Investment Management 692k $49M 0% Dec 2022
Raymond James Financial Services Advisors 663k $47M 51% Dec 2022
Windsor Group 606k $44M 42% Dec 2022
Pnc Financial Services 590k $42M -15% Dec 2022
Benjamin F. Edwards & Company 574k $41M 4% Dec 2022
GDS Wealth Management 552k $39M -5% Dec 2022
Bank of New York Mellon 525k $31M 14223% Dec 2022
Allspring Global Investments Holdings 514k $36M -3% Dec 2022
Tanglewood Legacy Advisors 492k $35M 100% Dec 2022
Advisor Group Holdings 475k $34M 3% Dec 2022
FMR 467k $33M -1% Dec 2022
Sandy Spring Bank 445k $32M -1% Dec 2022
F3Logic 422k $30M 20% Dec 2022
Gallagher Benefit Services 422k $30M 100% Dec 2022
Ameriprise Financial 415k $29M 4% Dec 2022
Raymond James & Associates 407k $29M 44% Dec 2022
McGlone Suttner Wealth Management 371k $26M 100% Dec 2022
Hanson McClain Advisors 359k $25M 3% Dec 2022
Colony Group 359k $25M 2% Dec 2022
Jpmorgan Chase & Co 350k $25M 18% Dec 2022
Amerivest Investment Management 337k $24M -12% Dec 2022
Atria Wealth Solutions 336k $24M 10% Dec 2022
Hantz Financial Services 336k $24M 2% Dec 2022
ForthRight Wealth Management 320k $23M 5% Dec 2022
H D Vest Advisory Services 296k $21M -4% Dec 2022
Natixis Asset Management Advisors 281k $20M -63% Dec 2022
United Capital Financial Advisers 271k $19M -8% Dec 2022
Northwestern Mutual Wealth Management Company 255k $18M -1% Dec 2022
Southern Capital Advisors 251k $18M 4% Dec 2022
Creative Financial Designs 249k $18M 0% Dec 2022
Cambridge Investment Research Advisors 249k $18M -18% Dec 2022
Mml Investors Services 236k $17M -2% Dec 2022
Corepath Wealth Partners 221k $16M 2% Dec 2022
Confluence Investment Management 215k $15M 331% Dec 2022
Drake & Associates 214k $15M -2% Dec 2022
Ironwood Wealth Management 214k $16M -1% Dec 2022
Baird Financial 213k $15M 5% Dec 2022
Garde Capital 212k $15M 12% Dec 2022
DDFG 205k $14B 100% Dec 2022
Madison Wealth Partners 202k $14M 2% Dec 2022
Equitable Holdings 200k $14M 0% Dec 2022
WJ Wealth Management 197k $14M 16% Dec 2022
Financial Network Investment Corporation 195k $14M 8% Dec 2022
Bank Julius Baer & Co. Ltd, Zurich 193k $14M 2% Dec 2022
ERTS Wealth Advisors 186k $13M -24% Dec 2022
Modera Wealth Management 181k $13M 489% Dec 2022
Dean Investment Associates 179k $13M 100% Dec 2022
Symphony Financial 177k $13M 76% Dec 2022
Private Advisor 176k $2.0M 2% Dec 2022
Howe and Rusling 174k $12M 3% Dec 2022
Kestra Advisory Services 173k $12M 0% Dec 2022
Veracity Capital 171k $12M 3% Dec 2022
Amplius Wealth Advisors 166k $12M -22% Dec 2022
Crescent Grove Advisors 164k $12M 428% Dec 2022
Global Strategic Investment Solutions 163k $12M 1% Dec 2022
SkyOak Wealt 163k $12M 6% Dec 2022
AE Wealth Management 163k $12M 19% Dec 2022
Tortoise Investment Management 148k $11M -2% Dec 2022
Lutz Financial Services 147k $10M -4% Dec 2022
Centaurus Financial 146k $10M 24% Dec 2022
Ameritas Advisory Services 145k $10M 30% Dec 2022
Petix & Botte 141k $8.8M 0% Sep 2022
My Purposeful Wealth Corp. 134k $9.4M 100% Dec 2022
Branch Banking & Trust Company 132k $9.4M 1% Dec 2022
Sigma Planning 132k $9.3M 7% Dec 2022
Rockefeller Capital Management 130k $9.2M -4% Dec 2022
Cetera Investment Advisers 128k $9.0M 3% Dec 2022
Richard W. Paul & Associates 128k $9.0M 100% Dec 2022
Carl P. Sherr & Co 123k $8.7M 20% Dec 2022
Savant Capital Management 122k $289k 3072% Dec 2022
Integrated Wealth Concepts 120k $8.5M -4% Dec 2022
Townsend & Associates 119k $9.1M 100% Dec 2022
Long Run Wealth Advisors 116k $8.2M 2% Dec 2022
Stifel Financial 110k $7.8M 57% Dec 2022
Certified Advisory Corp 109k $7.7M 0% Dec 2022
Financial Council Asset Management 104k $7.4M -3% Dec 2022
Atria Investments 104k $7.3M 355% Dec 2022
USAdvisors Wealth Management 103k $7.3M 3% Dec 2022
Kayne Anderson Rudnick Investment Management 102k $6.4M 15% Sep 2022
Mercer Global Advisors 101k $7.1M 3% Dec 2022
Us Bancorp 100k $7.1M -3% Dec 2022
Prudential Financial 99k $7.0M 12% Dec 2022
Mitchell Capital Management 97k $6.8M 0% Dec 2022
ICA Group Wealth Management 89k $6.3M -5% Dec 2022
IHT Wealth Management 88k $6.2M -4% Dec 2022
HighMark Wealth Management 86k $6.1M -3% Dec 2022
Motive Wealth Advisors 85k $6.0M 12% Dec 2022
Robertson Stephens Wealth Management 85k $6.0M 100% Dec 2022
Advisory Services Network 84k $6.0M 8% Dec 2022
Creative Planning 84k $5.9M 1% Dec 2022
Alliancebernstein 83k $5.8M -1% Dec 2022
Kestra Private Wealth Services 83k $5.8M 1% Dec 2022
Equity Investment Corp Acquisition 81k $5.8M 79% Dec 2022
Edge Capital Group 79k $5.6M 12% Dec 2022
Multi-Financial Securities 77k $5.4M 33% Dec 2022
Mariner Wealth Advisors 73k $5.2M 239% Dec 2022
Financial Advocates Investment Management 70k $5.0M 13% Dec 2022
Family Management Corporation 69k $4.8M -8% Dec 2022
180 Wealth Advisors 69k $5.2M 0% Dec 2022
Northland Capital Management 68k $4.8M 0% Dec 2022
PrairieView Partners 68k $4.8M -4% Dec 2022
Captrust Financial Advisors 67k $4.8M -10% Dec 2022
Resources Investment Advisors 67k $4.8M -1% Dec 2022
CI Private Wealth 67k $4.7M 100% Dec 2022
Parisi Gray Wealth Management 66k $4.7M -49% Dec 2022
Birchcreek Wealth Management 66k $4.6M 0% Dec 2022
Janney Montgomery Scott 65k $4.6M 83% Dec 2022
Quent Capital 64k $4.5M 5% Dec 2022
Stratos Wealth Partners 64k $4.5M -2% Dec 2022
Strategic Equity Management 61k $4.3M -4% Dec 2022
Charter Oak Capital Management 61k $4.3M 20% Dec 2022
BEAM Asset Management 58k $4.1M 19% Dec 2022
Financial Planning & Information Services 58k $4.1M 0% Dec 2022
R.H. Bluestein & Company 56k $3.5M 7% Sep 2022
Columbus Macro 55k $3.9M -14% Dec 2022
Brown Advisory Holdings Incorporated 54k $3.8M 100% Dec 2022
Pamela Horwath 54k $3.8M 0% Dec 2022
Guidance Point Advisors 54k $3.8M 42% Dec 2022
Asset Managment 53k $3.7M -6% Dec 2022
Beck Bode 52k $3.7M 100% Dec 2022
Vista Private Wealth Partners 52k $3.7M 6% Dec 2022
Vident Investment Advisory 52k $3.7M 128% Dec 2022
Leonard Rickey Investment Advisors P 51k $3.6M 3% Dec 2022
Silver Oak Securities 49k $3.5M 3% Dec 2022
55i 48k $3.0M 12% Sep 2022
Assetmark 47k $3.3M 10904% Dec 2022
Capital Analysts 46k $3.2M 6% Dec 2022
Wealth Advisors of Iowa 29k $2.1M -52% Dec 2022
Western Wealth Management 22k $1.6M -58% Dec 2022
Steward Partners Investment Advisory 6.3k $448k -91% Dec 2022