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
Morgan Stanley 8.2M $607M 100% Mar 2022
Thrivent Financial for Lutherans 5.5M $418M 12% Mar 2022
Signature 3.8M $292M -1% Mar 2022
Aspiriant 2.5M $189M 0% Mar 2022
Sand Hill Advisors 1.6M $120M 81% Mar 2022
Envestnet Asset Management 1.5M $111M 11% Mar 2022
Commonwealth Equity Services 968k $73M 0% Mar 2022
Jones Financial Companies, L.L 912k $70M -4% Mar 2022
William Blair $ Company 909k $69M 27% Mar 2022
Goldman Sachs Group 859k $65M 6% Mar 2022
Wells Fargo & Company 739k $58M -45% Dec 2021

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First Republic Investment Management 660k $50M 7% Dec 2021
Pnc Financial Services 596k $46M 3% Dec 2021
Benjamin F. Edwards & Company 578k $44M 5% Mar 2022
Allspring Global Investments Holdings 535k $41M -6% Mar 2022
FMR 498k $38M -5% Mar 2022
Cambridge Investment Research Advisors 466k $36M 5% Dec 2021
Hanson McClain Advisors 448k $34M 18% Mar 2022
HighTower Advisors 448k $34M 0% Dec 2021
Sandy Spring Bank 441k $33M -4% Mar 2022
Wealth Enhancement Advisory Services 427k $32M 20% Dec 2021
Advisor Group Holdings 417k $32M 3% Mar 2022
Windsor Group 366k $28M 3% Mar 2022
CWM 354k $27M 145% Mar 2022
Raymond James Financial Services Advisors 335k $25M 0% Mar 2022
Colony Group 322k $25M -4% Dec 2021
Jpmorgan Chase & Co 310k $24M 14% Mar 2022
H D Vest Advisory Services 289k $22M 9% Mar 2022
Petix & Botte 289k $22M 111% Mar 2022
Raymond James & Associates 273k $21M -47% Mar 2022
ForthRight Wealth Management 256k $19M 22% Mar 2022
Vantage Financial Partners 256k $20M 100% Dec 2021
Amerivest Investment Management 252k $19M 0% Mar 2022
Mml Investors Services 237k $18M 8% Mar 2022
ERTS Wealth Advisors 229k $17M -6% Mar 2022
Amplius Wealth Advisors 228k $17M -8% Mar 2022
Ironwood Wealth Management 215k $16M 1% Mar 2022
Corepath Wealth Partners 213k $16M 8% Mar 2022
Southern Capital Advisors 212k $16M 100% Dec 2021
Baird Financial 211k $16M -3% Mar 2022
People's United Financial 207k $16M -15% Mar 2022
Creative Financial Designs 188k $14M -9% Mar 2022
Madison Wealth Partners 185k $14M 5% Mar 2022
Kestra Advisory Services 178k $14M -8% Mar 2022
WJ Wealth Management 178k $14M 73% Mar 2022
Natixis Asset Management Advisors 176k $13M 38% Dec 2021
Northwestern Mutual Wealth Management Company 161k $12M 1% Mar 2022
Symphony Financial 151k $11M 49% Mar 2022
F3Logic 150k $11M 18% Dec 2021
Veracity Capital 149k $11M 5% Dec 2021
Lutz Financial Services 145k $11M 0% Mar 2022
Private Advisor 139k $11M 0% Mar 2022
Howe and Rusling 136k $10M 10% Mar 2022
Branch Banking & Trust Company 135k $10M 6% Mar 2022
Tortoise Investment Management 135k $10M 6% Mar 2022
Rockefeller Capital Management 133k $10M 372% Mar 2022
SkyOak Wealt 130k $9.9M 1% Dec 2021
AE Wealth Management 127k $9.7M 8% Dec 2021
Sigma Planning 126k $9.5M 7% Mar 2022
Parisi Gray Wealth Management 125k $9.5M 100% Mar 2022
Integrated Wealth Concepts 125k $9.5M -1% Mar 2022
B, B, H, & B 118k $9.0M 77% Mar 2022
Equitable Holdings 114k $8.6M 9% Mar 2022
USAdvisors Wealth Management 112k $8.5M -4% Mar 2022
Us Bancorp 111k $8.4M -6% Mar 2022
Financial Council Asset Management 111k $8.4M 0% Mar 2022
Certified Advisory Corp 108k $8.2M 0% Mar 2022
Cetera Investment Advisers 103k $7.8M 17% Mar 2022
IHT Wealth Management 94k $7.1M -1% Mar 2022
HighMark Wealth Management 90k $6.8M 2% Mar 2022
Clark Financial Services Group Inc /bd 85k $8.1M 1% Mar 2022
Wealth Advisors of Iowa 83k $6.3M -7% Mar 2022
Mitchell Capital Management 83k $6.3M 7% Mar 2022
Centaurus Financial 83k $6.3M 852% Mar 2022
PrairieView Partners 82k $6.2M 22% Mar 2022
HYA Advisors 79k $6.0M 0% Mar 2022
Captrust Financial Advisors 79k $6.0M -38% Mar 2022
Family Management Corporation 77k $5.9M -5% Dec 2021
Prudential Financial 76k $5.8M 57% Mar 2022
CI Investments 76k $5.8M -8% Dec 2021
Carl P. Sherr & Co 76k $5.8M 0% Mar 2022
Steward Partners Investment Advisory 75k $5.7M 517% Mar 2022
Paradigm Financial Partners 73k $5.5M 5% Mar 2022
Edge Capital Group 71k $5.4M -1% Mar 2022
Advisory Services Network 71k $5.4M -2% Mar 2022
180 Wealth Advisors 70k $5.4M -1% Mar 2022
Financial Advocates Investment Management 67k $5.1M 31% Mar 2022
Resources Investment Advisors 66k $5.0M 8% Mar 2022
Stifel Financial 65k $4.9M 218% Mar 2022
Northland Capital Management 64k $4.8M 100% Mar 2022
Financial Planning & Information Services 63k $4.8M -2% Dec 2021
Creative Planning 62k $4.7M -1% Dec 2021
Ausdal Financial Partners 60k $4.6M 48% Mar 2022
Spire Wealth Management 60k $4.6M 8% Dec 2021
Western Wealth Management 57k $4.3M 100% Mar 2022
Birchcreek Wealth Management 56k $4.3M -7% Mar 2022
R.H. Bluestein & Company 55k $4.2M 13% Mar 2022
Pamela Horwath 54k $4.1M 0% Mar 2022
Motive Wealth Advisors 53k $4.0M 18% Mar 2022
BEAM Asset Management 53k $4.0M 7% Mar 2022
Silver Oak Securities 51k $3.9M 100% Mar 2022
Columbus Macro 51k $3.9M 1% Mar 2022
Leonard Rickey Investment Advisors P 50k $3.8M -1% Dec 2021
Vista Private Wealth Partners 50k $3.8M -6% Mar 2022
55i 47k $3.6M 15% Mar 2022
EP Wealth Advisors 43k $3.3M -5% Mar 2022
Capital Analysts 42k $3.2M 8% Dec 2021
Cresset Asset Management 42k $3.2M 168% Dec 2021
Valley Forge Investment Consultants Inc Adv 40k $3.1M 3% Mar 2022
Wealth Management Partners 39k $3.0M 5% Mar 2022
Guidance Point Advisors 38k $2.9M 10% Mar 2022
Brian McDonald 38k $2.9M 0% Mar 2022
Canvas Wealth Advisors 38k $2.7M -11% Mar 2022
Monticello Wealth Management 37k $2.8M 42% Mar 2022
Magnolia Capital Advisors 37k $2.8M 145% Dec 2021
Atlas Capital Advisors 35k $2.7M -2% Mar 2022
Lansing Street Advisors 35k $2.6M 100% Mar 2022
ValMark Advisers 34k $2.6M 25% Mar 2022
Geneos Wealth Management 33k $2.5M -9% Mar 2022
Financial Engines Advisors L.L.C 32k $2.4M 9% Mar 2022
Atria Investments 32k $2.4M 3% Mar 2022
Northwest Wealth Management 31k $2.4M 17% Mar 2022
Buckingham Asset Management 31k $2.4M 9% Mar 2022
DeRoy & Devereaux Private Investment Counsel 31k $2.4M 0% Mar 2022
Quent Capital 31k $2.4M 100% Dec 2021
Allianz Asset Management 31k $2.3M 0% Mar 2022
RDA Financial Network 31k $2.3M 4% Mar 2022
Sequoia Financial Advisors 30k $2.3M 10% Mar 2022
TL Private Wealth 30k $2.2M 0% Dec 2021
Sovereign Financial Group 29k $2.2M -6% Dec 2021
Greenline Partners 29k $2.2M 79% Dec 2021
Integrated Advisors Network 29k $2.2M -81% Mar 2022
Equity Investment Corp Acquisition 29k $2.2M -56% Mar 2022
Oppenheimer & Co 28k $2.2M 0% Dec 2021
Private Trust Co Na 28k $2.1M 1% Mar 2022
Eldridge Investment Advisors 27k $2.1M 68% Mar 2022
Asset Management Investors 27k $2.1M 18% Mar 2022
Janney Montgomery Scott 27k $2.1M -6% Mar 2022
Crescent Grove Advisors 27k $2.1M -1% Mar 2022
Elm Partners Management 27k $2.1M -49% Mar 2022
Summit Financial 26k $2.0M -2% Mar 2022
Sutton Place Investors 25k $1.9M 0% Mar 2022
Life Planning Partners 25k $1.9M 0% Mar 2022
Regal Investment Advisors 24k $1.8M 1% Mar 2022
Citigroup 24k $1.8M 100% Dec 2021
Nwam 24k $1.8M 17% Dec 2021
Endurance Wealth Management 24k $1.8M -73% Mar 2022
Charter Oak Capital Management 23k $1.7M 26% Dec 2021
Ckw Financial 23k $1.7M 100% Mar 2022
TriaGen Wealth Management 22k $1.7M 0% Mar 2022
Eagle Strategies 22k $1.7M -5% Mar 2022
Ford Financial Group 18k $1.4M -43% Mar 2022
Stratos Wealth Advisors 6.2k $469k -92% Mar 2022
Renaissance Technologies 4.6k $349k -83% Mar 2022
Kalos Management 2.9k $220k -88% Mar 2022

Who sold out of iShares Russell 3000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 53M $4.1B
Summit Rock Advisors Dec 2021 740k $57M
Dean Investment Associates Dec 2021 94k $7.2M
Confluence Investment Management Dec 2021 88k $6.7M
Stratos Wealth Partners Dec 2021 78k $6.0M
W. E. Donoghue & Co Sep 2021 70k $5.0M
AXS Investments Dec 2021 38k $2.9M
Global Retirement Partners Sep 2021 37k $2.6M
Gunma Bank Sep 2021 29k $2.1M