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 | 72M | $6.6B | 9% | Dec 2024 |
|
| LPL Financial | 14M | $1.3B | 4% | Dec 2024 |
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| Morgan Stanley | 9.3M | $857M | 7% | Dec 2024 |
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| Ronald Blue Trust | 4.7M | $431M | -5% | Dec 2024 |
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| Envestnet Asset Management | 4.4M | $408M | 5% | Dec 2024 |
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| Jones Financial Companies, L.L | 4.3M | $399M | 11% | Dec 2024 |
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| Signature | 4.3M | $397M | 0% | Dec 2024 |
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| Aspiriant | 3.3M | $302M | 14% | Dec 2024 |
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| Kestra Investment Management | 2.6M | $240M | 11% | Dec 2024 |
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| Jpmorgan Chase & Co | 2.0M | $183M | 6% | Dec 2024 |
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| Merit Financial Group | 1.8M | $167M | -24% | Dec 2024 |
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| UBS Group | 1.6M | $152M | 1% | Dec 2024 |
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| BlackRock | 1.6M | $147M | 8% | Dec 2024 |
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| Commonwealth Equity Services | 1.5M | $142M | 5% | Dec 2024 |
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| Raymond James Financial | 1.4M | $131M | 100% | Dec 2024 |
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| Auto-Owners Insurance | 1.4M | $125M | 57% | Dec 2024 |
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| Wells Fargo & Company | 1.3M | $122M | 7% | Dec 2024 |
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| Royal Bank of Canada | 1.1M | $105M | 9% | Dec 2024 |
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| William Blair $ Company | 1.1M | $100M | -7% | Dec 2024 |
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| Modera Wealth Management | 987k | $91M | 1% | Dec 2024 |
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| Benjamin Edwards | 881k | $82M | 6% | Dec 2024 |
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| Raymond James Financial Services Advisors | 802k | $77M | 2% | Sep 2024 |
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| Canandaigua National Bank and Trust Company | 721k | $67M | 3% | Dec 2024 |
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| CWM | 696k | $64M | -1% | Dec 2024 |
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| Venturi Wealth Management | 695k | $64M | -33% | Dec 2024 |
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| HighTower Advisors | 672k | $62M | -12% | Dec 2024 |
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| McGlone Suttner Wealth Management | 580k | $54M | 31% | Dec 2024 |
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| Tanglewood Legacy Advisors | 576k | $53M | 4% | Dec 2024 |
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| Pnc Financial Services | 571k | $53M | 1% | Dec 2024 |
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| Raymond James & Associates | 563k | $54M | 13% | Sep 2024 |
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| Natixis Asset Management Advisors | 551k | $51M | 15% | Dec 2024 |
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| Hanson McClain Advisors | 546k | $52M | -4% | Dec 2024 |
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| Allspring Global Investments Holdings | 516k | $48M | 2% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 474k | $44M | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 474k | $44M | 2% | Dec 2024 |
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| FMR | 463k | $43M | 1% | Dec 2024 |
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| Cetera Investment Advisers | 457k | $42M | 1% | Dec 2024 |
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| Townsend & Associates | 446k | $42M | -1% | Dec 2024 |
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| GDS Wealth Management | 418k | $39M | -8% | Dec 2024 |
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| Advisor Group Holdings | 415k | $40M | -6% | Dec 2024 |
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| Colony | 412k | $38M | -5% | Dec 2024 |
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| Ameriprise Financial | 408k | $38M | 3% | Dec 2024 |
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| Nadler Financial | 406k | $38M | 4% | Dec 2024 |
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| Goldman Sachs Group | 375k | $35M | 11% | Dec 2024 |
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| Sandy Spring Bank | 364k | $34M | -1% | Dec 2024 |
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| Veracity Capital | 361k | $33M | 4% | Dec 2024 |
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| Kestra Private Wealth Services | 359k | $33M | 81% | Dec 2024 |
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| Hantz Financial Services | 352k | $33M | 0% | Dec 2024 |
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| Principal Securities | 337k | $31M | 4% | Dec 2024 |
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| CI Private Wealth | 314k | $29M | -61% | Dec 2024 |
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| Flagship Harbor Advisors | 314k | $29M | 21% | Dec 2024 |
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| H D Vest Advisory Services | 306k | $28M | 3% | Dec 2024 |
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| Private Advisor | 285k | $26M | 0% | Dec 2024 |
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| Empirical Asset Management | 285k | $911k | 0% | Dec 2024 |
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| ForthRight Wealth Management | 282k | $26M | 0% | Dec 2024 |
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| Americana Partners | 277k | $26M | -7% | Dec 2024 |
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| Mml Investors Services | 275k | $25M | 6% | Dec 2024 |
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| Mercer Global Advisors | 271k | $25M | 359% | Dec 2024 |
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| Southern Capital Advisors | 266k | $25M | 2% | Dec 2024 |
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| Confluence Investment Management | 263k | $24M | 271% | Dec 2024 |
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| Drake & Associates | 263k | $25M | 6% | Dec 2024 |
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| Branch Banking & Trust Company | 260k | $24M | 153% | Dec 2024 |
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| Vident Advisory | 260k | $24M | 8% | Dec 2024 |
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| Cambridge Investment Research Advisors | 254k | $24M | 6% | Dec 2024 |
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| Baird Financial | 248k | $23M | 35% | Dec 2024 |
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| DDFG | 241k | $22B | 6% | Dec 2024 |
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| Madison Wealth Partners | 241k | $22M | 1% | Dec 2024 |
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| Howe and Rusling | 238k | $22M | 9% | Dec 2024 |
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| Wealthfront Advisers | 234k | $2.5M | 100% | Dec 2024 |
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| Garde Capital | 227k | $21M | 1% | Dec 2024 |
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| Petix & Botte | 223k | $21M | -27% | Dec 2024 |
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| PCA Investment Advisory Services | 221k | $21M | 23% | Dec 2024 |
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| Sanctuary Advisors | 221k | $21M | -1% | Dec 2024 |
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| Christopher Weil & Company | 219k | $20M | 25% | Dec 2024 |
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| Steele Capital Management | 212k | $20M | 2% | Dec 2024 |
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| Ironwood Wealth Management | 203k | $19M | 0% | Dec 2024 |
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| Creative Financial Designs | 201k | $19M | 9% | Dec 2024 |
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| SkyOak Wealt | 199k | $19M | 1% | Dec 2024 |
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| BCJ Capital Management | 191k | $18M | -38% | Dec 2024 |
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| Equitable Holdings | 184k | $17M | -13% | Dec 2024 |
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| Td Private Client Wealth | 182k | $17M | 6% | Dec 2024 |
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| Bank Julius Baer & Co. Ltd, Zurich | 179k | $18M | 7% | Dec 2024 |
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| Atria Investments | 178k | $17M | -4% | Dec 2024 |
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| Ameritas Advisory Services | 177k | $16M | 42% | Dec 2024 |
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| Stifel Financial | 169k | $16M | 18% | Dec 2024 |
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| Strategies Wealth Advisors | 167k | $16M | -2% | Dec 2024 |
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| Richard W. Paul & Associates | 162k | $15M | 0% | Dec 2024 |
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| Quadrature Capital | 161k | $15M | 100% | Dec 2024 |
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| Crescent Grove Advisors | 158k | $15M | 2% | Dec 2024 |
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| Kayne Anderson Rudnick Investment Management | 158k | $15M | 5% | Dec 2024 |
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| Centaurus Financial | 155k | $14M | -2% | Dec 2024 |
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| Global Strategic Investment Solutions | 147k | $14M | -9% | Dec 2024 |
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| Cosner Financial Group | 142k | $13M | 1% | Dec 2024 |
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| High Probability Advisors | 141k | $13M | 2% | Dec 2024 |
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| Financial Partners Group | 140k | $13M | 182% | Dec 2024 |
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| McMahon Financial Advisors | 139k | $13M | 9% | Dec 2024 |
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| Tortoise Investment Management | 138k | $13M | -2% | Dec 2024 |
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| LaSalle St. Investment Advisors | 137k | $13M | 3% | Dec 2024 |
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| Eaton Financial Holdings Company | 136k | $13M | -1% | Dec 2024 |
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| Carl P. Sherr & Co | 135k | $13M | 1% | Dec 2024 |
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| Financial Advocates Investment Management | 134k | $12M | -9% | Dec 2024 |
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| Stratos Wealth Partners | 134k | $12M | 2% | Dec 2024 |
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| Rockefeller Capital Management | 133k | $12M | 5% | Dec 2024 |
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| Creative Planning | 133k | $12M | 7% | Dec 2024 |
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| Birchcreek Wealth Management | 129k | $12M | 5% | Dec 2024 |
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| Per Stirling Capital Management | 128k | $12M | 3% | Dec 2024 |
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| Sigma Planning | 126k | $12M | 6% | Dec 2024 |
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| Certified Advisory Corp | 122k | $11M | 1% | Dec 2024 |
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| United Capital Financial Advisers | 121k | $11M | -1% | Dec 2024 |
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| Amplius Wealth Advisors | 120k | $11M | -1% | Dec 2024 |
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| ERTS Wealth Advisors | 119k | $11M | 2% | Dec 2024 |
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| Kestra Advisory Services | 119k | $11M | -4% | Dec 2024 |
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| Charles Schwab Investment Management | 119k | $11M | -11% | Dec 2024 |
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| Concurrent Investment Advisors | 117k | $11M | 4% | Dec 2024 |
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| Savant Capital Management | 115k | $11M | -5% | Dec 2024 |
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| Atria Wealth Solutions | 114k | $11M | -64% | Dec 2024 |
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| Lutz Financial Services | 113k | $11M | -1% | Dec 2024 |
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| Dean Investment Associates | 113k | $11M | 658% | Dec 2024 |
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| Gallagher Fiduciary Advisors | 113k | $11M | -1% | Dec 2024 |
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| Symphony Financial | 113k | $11M | 0% | Dec 2024 |
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| Integrated Wealth Concepts | 111k | $10M | 0% | Dec 2024 |
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| Synergy Investment Management | 109k | $10M | 100% | Dec 2024 |
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| Susquehanna International | 106k | $9.8M | 100% | Dec 2024 |
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| Quent Capital | 103k | $9.5M | 1% | Dec 2024 |
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| Robinson Smith Wealth Advisors | 100k | $9.3M | 3% | Dec 2024 |
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| Modern Wealth Management | 100k | $9.5M | 325% | Dec 2024 |
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| Dynamic Advisors Solutions | 98k | $9.1M | -1% | Dec 2024 |
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| Main Street Financial Solutions | 97k | $9.0M | 7% | Dec 2024 |
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| Sapient Capital | 95k | $8.8M | 0% | Dec 2024 |
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| Financial Council Asset Management | 91k | $8.4M | 0% | Dec 2024 |
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| Eldridge Investment Advisors | 91k | $8.4M | 1% | Dec 2024 |
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| Corepath Wealth Partners | 90k | $8.4M | 4% | Dec 2024 |
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| ICONIQ Capital | 87k | $8.1M | 1% | Dec 2024 |
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| Alliancebernstein | 86k | $8.0M | 4% | Dec 2024 |
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| Legacy Financial Group | 86k | $7.9B | 5% | Dec 2024 |
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| Columbus Macro | 84k | $7.7M | 93% | Dec 2024 |
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| Mariner Wealth Advisors | 83k | $7.7M | 7% | Dec 2024 |
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| Charter Oak Capital Management | 80k | $7.4M | 1% | Dec 2024 |
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| BEAM Asset Management | 80k | $7.4M | -2% | Dec 2024 |
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| Resources Investment Advisors | 80k | $7.4M | 17% | Dec 2024 |
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| HighMark Wealth Management | 78k | $7.2M | -1% | Dec 2024 |
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| Integrated Advisors Network | 76k | $7.0M | 84% | Dec 2024 |
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| Foundry Financial Group | 76k | $7.0M | -1% | Dec 2024 |
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| Motive Wealth Advisors | 76k | $7.0M | -1% | Dec 2024 |
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| My Purposeful Wealth Corp. | 75k | $6.9M | 1% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 74k | $6.8M | 252% | Dec 2024 |
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| Tudor Investment Corporation | 73k | $6.8M | 11% | Dec 2024 |
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| Edge Capital Group | 72k | $6.7M | -2% | Dec 2024 |
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| Legacy Solutions | 70k | $6.5M | 100% | Dec 2024 |
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| Janney Montgomery Scott | 69k | $6.4M | 15% | Dec 2024 |
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| First Hawaiian Bank | 66k | $6.1M | -14% | Dec 2024 |
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| Financial Advisory Corp | 57k | $5.3M | -23% | Dec 2024 |
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| Robertson Stephens Wealth Management | 47k | $4.3M | -44% | Dec 2024 |
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| Advisory Services Network | 17k | $1.5M | -84% | Dec 2024 |
|
Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brass Tax Wealth Management | Jun 2024 | 241k | $21M |