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iShares Russell 3000 Value Index shares owned by ICONIQ Capital

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by ICONIQ Capital from 13F filings

Historical chart of ICONIQ Capital investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by ICONIQ Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by ICONIQ Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 86k 99.95
2025-06-30 $8.1M 86k 94.63
2025-03-31 $8.1M 88k 92.29
2024-12-31 $8.1M 87k 92.59
2024-09-30 $8.3M 87k 95.49

More positions owned by ICONIQ Capital

Netskope Cl A
Procore Technologies (PCOR)
Servicetitan Shs Cl A (TTAN)
Figma Class A Com Stk (FIG)
Blue Owl Capital Com Cl A (OWL)
Chime Finl Com Shs Cl A (CHYM)
Shopify Cl A (SHOP)
Ishares Tr Msci Acwi Etf (ACWI)
Robinhood Mkts Com Cl A (HOOD)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Blackline (BL)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)

View all positions for ICONIQ Capital

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index