Who owns iShares Russell 1000 Value Index?
- Ticker: IWD
- CUSIP Number: 464287598
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Russell 1000 Value Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Russell 1000 Value Index stock
Who bought or sold iShares Russell 1000 Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 49M | $9.4B | -2% | Sep 2024 |
|
| Morgan Stanley | 33M | $5.7B | 17% | Jun 2024 |
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| Goldman Sachs Group | 16M | $2.8B | 2% | Jun 2024 |
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| Financial Engines Advisors L.L.C | 9.3M | $1.8B | -5% | Sep 2024 |
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| Jpmorgan Chase & Co | 8.6M | $1.6B | -5% | Sep 2024 |
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| Envestnet Asset Management | 6.5M | $1.2B | 2% | Sep 2024 |
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| Jones Financial Companies, L.L | 6.2M | $1.2B | -26% | Sep 2024 |
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| Wells Fargo & Company | 4.6M | $873M | 0% | Sep 2024 |
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| Northern Trust | 3.9M | $744M | 6% | Sep 2024 |
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| Raymond James & Associates | 3.7M | $696M | 1% | Sep 2024 |
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| M^T Bank Corporation | 3.5M | $673M | -3% | Sep 2024 |
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| LPL Financial | 3.3M | $625M | 1% | Sep 2024 |
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| Pnc Financial Services | 3.2M | $616M | 0% | Sep 2024 |
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| Synovus Financial Corp. | 2.8M | $541M | 1% | Sep 2024 |
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| BlackRock | 2.6M | $494M | 100% | Sep 2024 |
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| Alaska Permanent Fund Corp | 2.5M | $468M | 28% | Sep 2024 |
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| BlackRock | 2.4M | $427M | 8% | Jun 2024 |
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| Jasper Ridge Partners | 2.4M | $426M | -3% | Jun 2024 |
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| Branch Banking & Trust Company | 2.3M | $396M | 0% | Jun 2024 |
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| Commonwealth Equity Services | 2.1M | $390M | -3% | Sep 2024 |
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| Royal Bank of Canada | 2.0M | $378M | -1% | Sep 2024 |
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| GLOBALT Investments LLC / GA | 1.9M | $358M | -4% | Sep 2024 |
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| Stifel Financial | 1.9M | $327M | 13% | Jun 2024 |
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| Alliancebernstein | 1.8M | $311M | -4% | Jun 2024 |
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| International Assets Investment Management | 1.4M | $7.4M | 20633% | Sep 2024 |
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| Tiaa Trust, National Association | 1.2M | $217M | -2% | Jun 2024 |
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| Stairway Partners | 1.2M | $226M | 14% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.2M | $223M | 4% | Sep 2024 |
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| Cetera Investment Advisers | 1.1M | $196M | -8% | Jun 2024 |
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| Citigroup | 1.1M | $205M | 8% | Sep 2024 |
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| Brian McDonald | 1.0M | $193M | 1% | Sep 2024 |
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| Rockefeller Capital Management | 1.0M | $175M | -6% | Jun 2024 |
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| HighTower Advisors | 953k | $166M | -5% | Jun 2024 |
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| Us Bancorp | 872k | $166M | -11% | Sep 2024 |
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| Waldron | 857k | $163M | -4% | Sep 2024 |
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| Kovitz Investment Group Partners | 825k | $75M | 25% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 780k | $148M | 1200217% | Sep 2024 |
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| Commerce Bank N A | 763k | $145M | -1% | Sep 2024 |
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| Oakworth Capital | 747k | $142M | -1% | Sep 2024 |
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| Bank of New York Mellon | 669k | $127M | -23% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 667k | $116M | -11% | Jun 2024 |
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| 1st Source Bank | 666k | $126M | 0% | Sep 2024 |
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| Stephens | 661k | $126M | 0% | Sep 2024 |
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| Johns Hopkins University | 623k | $109M | 0% | Jun 2024 |
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| Circle Wealth Management | 607k | $115M | -1% | Sep 2024 |
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| American Century Companies | 591k | $112M | 311% | Sep 2024 |
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| Creative Planning | 525k | $100M | 1% | Sep 2024 |
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| Pathstone Holdings | 519k | $97M | 4% | Sep 2024 |
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| Mariner Wealth Advisors | 499k | $95M | -2% | Sep 2024 |
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| CI Private Wealth | 490k | $93M | 3% | Sep 2024 |
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| Natixis Asset Management Advisors | 459k | $87M | -25% | Sep 2024 |
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| Modera Wealth Management | 452k | $86M | -2% | Sep 2024 |
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| Franklin Resources | 428k | $82M | -30% | Sep 2024 |
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| Equitable Holdings | 421k | $74M | -12% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 413k | $78M | -3% | Sep 2024 |
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| Cedar Mountain Advisors | 411k | $78M | 0% | Sep 2024 |
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| Susquehanna International | 402k | $76M | 89% | Sep 2024 |
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| Bank of Nova Scotia | 399k | $76M | 4% | Sep 2024 |
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| Advisor Group Holdings | 391k | $74M | -18% | Sep 2024 |
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| Geller Family Office Services | 389k | $74M | 2% | Sep 2024 |
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| Rsm Us Wealth Management | 384k | $73M | 2% | Sep 2024 |
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| MV Capital Management | 376k | $71M | 0% | Sep 2024 |
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| Captrust Financial Advisors | 372k | $71M | 1% | Sep 2024 |
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| Mml Investors Services | 370k | $70M | -1% | Sep 2024 |
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| Cassaday & Co Wealth Management | 369k | $70M | -1% | Sep 2024 |
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| Bridges Investment Management | 368k | $70M | 54% | Sep 2024 |
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| Stephens Group Asset Management | 366k | $70M | 2% | Sep 2024 |
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| Landaas & Co | 358k | $68M | -1% | Sep 2024 |
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| Fifth Third Bancorp | 356k | $68M | -5% | Sep 2024 |
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| Cullen Frost Bankers | 346k | $66M | 5% | Sep 2024 |
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| Brandywine Global Investment Management | 336k | $65M | 57% | Sep 2024 |
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| River Road Asset Management | 332k | $63M | 10% | Sep 2024 |
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| Private Advisor | 326k | $62M | -1% | Sep 2024 |
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| Intl Fcstone | 324k | $62M | 4% | Sep 2024 |
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| EP Wealth Advisors | 323k | $61M | 4% | Sep 2024 |
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| Moneta Group Investment Advisors | 313k | $59M | -2% | Sep 2024 |
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| Assetmark | 309k | $59M | -46% | Sep 2024 |
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| MAI Wealth Advisors | 308k | $59M | 1% | Sep 2024 |
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| Nuveen Asset Management | 305k | $53M | 309% | Jun 2024 |
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| Brown Advisory Holdings Incorporated | 294k | $51M | 2% | Jun 2024 |
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| Life Line Wealth Management | 292k | $56M | 100% | Sep 2024 |
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| First Business Financial Services | 286k | $54M | 0% | Sep 2024 |
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| FSA Wealth Management | 255k | $48M | 2% | Sep 2024 |
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| Wind River Trust | 253k | $44M | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 245k | $43M | 2% | Jun 2024 |
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| Paulson Wealth Management | 230k | $44M | 7% | Sep 2024 |
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| Flaharty Asset Management | 230k | $44M | -1% | Sep 2024 |
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| Hartland & Co | 224k | $43M | 4% | Sep 2024 |
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| Badgley Phelps Wealth Managers | 224k | $43M | -1% | Sep 2024 |
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| Relyea Zuckerberg Hanson | 221k | $42M | 0% | Sep 2024 |
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| William Blair $ Company | 220k | $42M | 1% | Sep 2024 |
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| Thrivent Financial for Lutherans | 218k | $41M | -17% | Sep 2024 |
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| Nadler Financial | 218k | $41M | -1% | Sep 2024 |
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| Comprehensive Financial Management | 210k | $37M | 0% | Jun 2024 |
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| Mesirow Financial Investment Management International Equity | 209k | $40M | 0% | Sep 2024 |
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| Kestra Advisory Services | 208k | $39M | -3% | Sep 2024 |
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| JNB Advisors | 206k | $39M | 6% | Sep 2024 |
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| Regions Bank | 198k | $38M | -2% | Sep 2024 |
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| FTB Advisors | 197k | $37M | -1% | Sep 2024 |
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| Jmac Enterprises | 197k | $37M | 2% | Sep 2024 |
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| HPM Partners | 196k | $37M | 4% | Sep 2024 |
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| Massey, Quick & Co | 191k | $36M | -2% | Sep 2024 |
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| Alera Investment Advisors | 184k | $32M | -75% | Jun 2024 |
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| Mercer Global Advisors | 183k | $32M | 3% | Jun 2024 |
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| Mission Wealth Management | 181k | $34M | -1% | Sep 2024 |
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| LWMG | 180k | $34M | 8% | Sep 2024 |
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| Janney Montgomery Scott | 179k | $34M | -2% | Sep 2024 |
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| Beirne Wealth Consulting Services | 175k | $33M | 17% | Sep 2024 |
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| LBJ Family Wealth Advisors | 172k | $31M | 0% | Sep 2024 |
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| Atlantic Trust | 170k | $32M | 3% | Sep 2024 |
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| TRUE Private Wealth Advisors | 164k | $31M | -4% | Sep 2024 |
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| HB Wealth Management | 164k | $31M | 4% | Sep 2024 |
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| Envestnet Portfolio Solutions | 163k | $31M | -4% | Sep 2024 |
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| Colony | 159k | $30M | -77% | Sep 2024 |
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| Hsbc Holdings | 158k | $28M | 17% | Jun 2024 |
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| Pinnacle Financial Partners | 158k | $30M | -2% | Sep 2024 |
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| Johnson Financial Group | 155k | $29M | 94% | Sep 2024 |
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| SG Americas Securities | 150k | $29M | 281% | Sep 2024 |
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| Keybank National Association | 150k | $29M | 3% | Sep 2024 |
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| Robeco Investment Management | 150k | $28M | 179% | Sep 2024 |
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| Covenant Partners | 147k | $28M | 10% | Sep 2024 |
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| CFS Investment Advisory Services | 141k | $27M | -50% | Sep 2024 |
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| Savant Capital Management | 139k | $26M | 3% | Sep 2024 |
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| Amg National Trust Bank | 138k | $26M | -7% | Sep 2024 |
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| RMR Wealth Builders | 136k | $26M | 0% | Sep 2024 |
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| Waterloo Capital | 135k | $24M | -4% | Jun 2024 |
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| Pacific Sage Partners | 134k | $25M | 3% | Sep 2024 |
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| Dynamic Advisors Solutions | 134k | $25M | -1% | Sep 2024 |
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| Capital Advisors | 131k | $25M | -1% | Sep 2024 |
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| CX Institutional | 131k | $25M | 1% | Sep 2024 |
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| Massachusetts Financial Services | 130k | $25M | 13% | Sep 2024 |
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| Gainplan | 130k | $23M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 127k | $24M | 0% | Sep 2024 |
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| Citadel Advisors | 124k | $24M | 322% | Sep 2024 |
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| PFW Advisors | 122k | $21M | -2% | Jun 2024 |
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| CB^T Wealth Management | 121k | $23M | -5% | Sep 2024 |
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| Caisse de depot et placement du Quebec | 120k | $23M | -4% | Sep 2024 |
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| Woodard & Co Asset Management Group | 116k | $22M | -12% | Sep 2024 |
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| Awm Capital | 115k | $20M | -1% | Jun 2024 |
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| Fulton Bank, NA | 114k | $22M | -4% | Sep 2024 |
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| Financial Counselors | 113k | $20M | 1% | Jun 2024 |
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| TruWealth Advisors | 113k | $21M | 4% | Sep 2024 |
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| Equity Investment Corp Acquisition | 112k | $21M | 57% | Sep 2024 |
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| Td Private Client Wealth | 109k | $21M | -8% | Sep 2024 |
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| Parkside Financial Bank & Trust | 109k | $21M | 6% | Sep 2024 |
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| Sontag Advisory | 107k | $20M | 25% | Sep 2024 |
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| Fundamentun | 107k | $20M | 14% | Sep 2024 |
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| New York Life Investment Management | 104k | $20M | -33% | Sep 2024 |
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| Stratos Wealth Advisors | 102k | $19M | 45% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 86k | $16M | -55% | Sep 2024 |
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| Principal Financial Group | 25k | $4.8M | -77% | Sep 2024 |
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| German American Bancorp | 15k | $2.9M | -92% | Sep 2024 |
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| Relative Value Partners | 3.4k | $585k | -97% | Jun 2024 |
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| Strategic Financial Concepts | 2.3k | $431k | -99% | Sep 2024 |
|
Who sold out of iShares Russell 1000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hackensack Meridian Health | Jun 2024 | 826k | $144M |
| Twin Tree Management | Mar 2024 | 254k | $46M |
| Crestone Asset Management | Mar 2024 | 127k | $23M |