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 |
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Bank of America Corporation | 49M | $9.4B | -2% | Sep 2024 |
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Goldman Sachs Group | 15M | $2.9B | -4% | Sep 2024 |
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Financial Engines Advisors L.L.C | 9.3M | $1.8B | 100% | Sep 2024 |
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FMR | 8.9M | $1.7B | -7% | Sep 2024 |
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Jpmorgan Chase & Co | 8.6M | $1.6B | -5% | Sep 2024 |
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UBS Group | 7.7M | $1.5B | 14% | Sep 2024 |
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Envestnet Asset Management | 6.5M | $1.2B | 2% | Sep 2024 |
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Raymond James Financial | 5.3M | $973M | 100% | Dec 2024 |
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Wells Fargo & Company | 4.6M | $873M | 0% | Sep 2024 |
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Baird Financial | 4.4M | $843M | 18% | Sep 2024 |
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Jones Financial Companies, L.L | 4.0M | $738M | -35% | Dec 2024 |
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Northern Trust | 3.9M | $744M | 100% | Sep 2024 |
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M^T Bank Corporation | 3.7M | $689M | 5% | Dec 2024 |
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Raymond James & Associates | 3.7M | $696M | 1% | Sep 2024 |
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Pnc Financial Services | 3.4M | $627M | 4% | Dec 2024 |
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LPL Financial | 3.3M | $625M | 1% | Sep 2024 |
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Prudential Financial | 3.0M | $549M | 53% | Dec 2024 |
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Synovus Financial Corp. | 2.9M | $540M | 2% | Dec 2024 |
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Jasper Ridge Partners | 2.7M | $516M | 11% | Sep 2024 |
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Branch Banking & Trust Company | 2.5M | $463M | 14% | Dec 2024 |
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Alaska Permanent Fund Corp | 2.4M | $436M | -4% | Dec 2024 |
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Stifel Financial | 2.1M | $395M | 10% | Dec 2024 |
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BlackRock | 2.1M | $380M | -21% | Dec 2024 |
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Royal Bank of Canada | 2.0M | $378M | -1% | Sep 2024 |
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Commonwealth Equity Services | 2.0M | $364M | -4% | Dec 2024 |
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GLOBALT Investments LLC / GA | 1.8M | $339M | -3% | Dec 2024 |
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Alliancebernstein | 1.7M | $331M | -2% | Sep 2024 |
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Stairway Partners | 1.2M | $229M | 4% | Dec 2024 |
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Tiaa Trust, National Association | 1.2M | $225M | -1% | Dec 2024 |
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Raymond James Financial Services Advisors | 1.2M | $223M | 4% | Sep 2024 |
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Johns Hopkins University | 1.1M | $210M | 77% | Sep 2024 |
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Cetera Investment Advisers | 1.1M | $210M | -2% | Sep 2024 |
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Citigroup | 1.1M | $205M | 8% | Sep 2024 |
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HighTower Advisors | 1.1M | $197M | 8% | Dec 2024 |
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Natixis Asset Management Advisors | 1.0M | $192M | 126% | Dec 2024 |
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Rockefeller Capital Management | 1.0M | $188M | 0% | Dec 2024 |
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Brian McDonald | 1.0M | $193M | 1% | Sep 2024 |
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Ameriprise Financial | 1.0M | $190M | -4% | Sep 2024 |
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Us Bancorp | 859k | $159M | -2% | Dec 2024 |
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Waldron | 851k | $158M | -1% | Dec 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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Oakworth Capital | 764k | $142M | 2% | Dec 2024 |
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Commerce Bank N A | 751k | $139M | -2% | Dec 2024 |
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Stephens | 692k | $128M | 5% | Dec 2024 |
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Bank of New York Mellon | 669k | $127M | -23% | Sep 2024 |
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Wealth Enhancement Advisory Services | 667k | $127M | 0% | Dec 2024 |
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1st Source Bank | 660k | $122M | -1% | Dec 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 | 492k | $91M | -1% | Dec 2024 |
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CI Private Wealth | 487k | $90M | -1% | Dec 2024 |
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Massachusetts Financial Services | 484k | $90M | 271% | Dec 2024 |
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Modera Wealth Management | 446k | $83M | -1% | Dec 2024 |
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Franklin Resources | 428k | $82M | -30% | Sep 2024 |
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Cedar Mountain Advisors | 414k | $77M | 1% | Dec 2024 |
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Northwestern Mutual Wealth Management Company | 413k | $78M | -3% | Sep 2024 |
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Equitable Holdings | 408k | $77M | -3% | Sep 2024 |
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Cassaday & Co Wealth Management | 404k | $75M | 9% | Dec 2024 |
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Susquehanna International | 402k | $76M | 89% | Sep 2024 |
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Bank of Nova Scotia | 399k | $76M | 100% | Sep 2024 |
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Rsm Us Wealth Management | 389k | $72M | 1% | Dec 2024 |
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Geller Family Office Services | 389k | $74M | 2% | Sep 2024 |
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Mml Investors Services | 377k | $70M | 2% | Dec 2024 |
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MV Capital Management | 376k | $71M | 0% | Sep 2024 |
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Advisor Group Holdings | 374k | $71M | -4% | Dec 2024 |
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Captrust Financial Advisors | 372k | $71M | 1% | Sep 2024 |
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Stephens Group Asset Management | 366k | $68M | 0% | Dec 2024 |
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Bridges Investment Management | 364k | $67M | -1% | Dec 2024 |
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Landaas & Co | 358k | $68M | 100% | Sep 2024 |
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Cullen Frost Bankers | 354k | $66M | 2% | Dec 2024 |
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Fifth Third Bancorp | 337k | $62M | -5% | Dec 2024 |
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Brandywine Global Investment Management | 336k | $65M | 57% | Sep 2024 |
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Intl Fcstone | 324k | $62M | 4% | Sep 2024 |
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Cresset Asset Management | 324k | $61M | -5% | Sep 2024 |
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EP Wealth Advisors | 323k | $61M | 4% | Sep 2024 |
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Private Advisor | 315k | $58M | -3% | Dec 2024 |
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Moneta Group Investment Advisors | 313k | $59M | -2% | Sep 2024 |
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MAI Wealth Advisors | 308k | $59M | 1% | Sep 2024 |
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Assetmark | 300k | $56M | -3% | Dec 2024 |
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Cambiar Investors | 293k | $54M | 812% | Dec 2024 |
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Life Line Wealth Management | 292k | $56M | 100% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 292k | $55M | -1% | Sep 2024 |
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First Business Financial Services | 288k | $53M | 0% | Dec 2024 |
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Janney Montgomery Scott | 285k | $53M | 59% | Dec 2024 |
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FSA Wealth Management | 255k | $48M | 100% | Sep 2024 |
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Wind River Trust | 253k | $47M | 0% | Dec 2024 |
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Steward Partners Investment Advisory | 252k | $47M | 1% | Dec 2024 |
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Zacks Investment Management | 241k | $45M | 403% | Dec 2024 |
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Paulson Wealth Management | 230k | $44M | 7% | Sep 2024 |
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Flaharty Asset Management | 224k | $42M | -2% | Dec 2024 |
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Nuveen Asset Management | 224k | $43M | -27% | Sep 2024 |
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Badgley Phelps Wealth Managers | 224k | $43M | 100% | Sep 2024 |
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Thrivent Financial for Lutherans | 224k | $41M | 2% | Dec 2024 |
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Woodard & Co Asset Management Group | 222k | $41M | 92% | Dec 2024 |
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Relyea Zuckerberg Hanson | 222k | $41M | 1% | Dec 2024 |
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William Blair $ Company | 220k | $42M | 1% | Sep 2024 |
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Kestra Advisory Services | 215k | $40M | 4% | Dec 2024 |
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Nadler Financial | 213k | $39M | -2% | Dec 2024 |
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Coho Partners | 212k | $39M | 13577% | Dec 2024 |
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Comprehensive Financial Management | 210k | $40M | 0% | Sep 2024 |
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Envestnet Portfolio Solutions | 210k | $39M | 29% | Dec 2024 |
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JNB Advisors | 210k | $39M | 2% | Dec 2024 |
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Mesirow Financial Investment Management International Equity | 209k | $39M | 0% | Dec 2024 |
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Venture Visionary Partners | 208k | $38M | 109% | Dec 2024 |
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Jmac Enterprises | 204k | $38M | 3% | Dec 2024 |
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FTB Advisors | 200k | $37M | 1% | Dec 2024 |
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M.D. Sass Investors Services | 198k | $37M | 190% | Dec 2024 |
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Regions Bank | 198k | $38M | -2% | Sep 2024 |
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HPM Partners | 196k | $37M | 4% | Sep 2024 |
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CX Institutional | 194k | $36M | 48% | Dec 2024 |
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Mercer Global Advisors | 191k | $36M | 5% | Sep 2024 |
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Massey, Quick & Co | 190k | $35M | 0% | Dec 2024 |
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Mission Wealth Management | 186k | $34M | 3% | Dec 2024 |
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LWMG | 180k | $34M | 8% | Sep 2024 |
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Pinnacle Financial Partners | 178k | $33M | 13% | Dec 2024 |
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Beirne Wealth Consulting Services | 176k | $33M | 1% | Dec 2024 |
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LBJ Family Wealth Advisors | 172k | $31M | 0% | Dec 2024 |
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Atlantic Trust | 170k | $32M | 3% | Sep 2024 |
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HB Wealth Management | 165k | $31M | 1% | Dec 2024 |
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TRUE Private Wealth Advisors | 164k | $31M | -4% | Sep 2024 |
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Colony | 159k | $30M | -77% | Sep 2024 |
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Alera Investment Advisors | 158k | $30M | -14% | Sep 2024 |
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Johnson Financial Group | 155k | $29M | 94% | Sep 2024 |
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Keybank National Association | 150k | $28M | 0% | Dec 2024 |
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H D Vest Advisory Services | 150k | $28M | 102% | Dec 2024 |
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Robeco Investment Management | 150k | $28M | 100% | Sep 2024 |
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Hartland & Co | 149k | $28M | -34% | Dec 2024 |
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Covenant Partners | 147k | $28M | 10% | Sep 2024 |
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CFS Investment Advisory Services | 142k | $26M | 1% | Dec 2024 |
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Hsbc Holdings | 142k | $27M | -10% | Sep 2024 |
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Kayne Anderson Rudnick Investment Management | 138k | $26M | 495% | Dec 2024 |
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Pacific Sage Partners | 138k | $26M | 3% | Dec 2024 |
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RMR Wealth Builders | 137k | $25M | 1% | Dec 2024 |
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Savant Capital Management | 137k | $25M | -1% | Dec 2024 |
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Amg National Trust Bank | 136k | $25M | -2% | Dec 2024 |
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Goss Wealth Management | 136k | $25M | 24% | Dec 2024 |
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Dynamic Advisors Solutions | 133k | $25M | 0% | Dec 2024 |
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Capital Advisors | 131k | $25M | -1% | Sep 2024 |
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Ieq Capital | 128k | $24M | 449% | Dec 2024 |
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Cambridge Investment Research Advisors | 127k | $24M | 0% | Sep 2024 |
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Waterloo Capital | 125k | $24M | -8% | Sep 2024 |
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Citadel Advisors | 124k | $24M | 322% | Sep 2024 |
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Fundamentun | 122k | $23M | 15% | Dec 2024 |
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Bank Of Montreal | 121k | $23M | 100% | Sep 2024 |
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PFW Advisors | 121k | $22M | -1% | Dec 2024 |
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Caisse de depot et placement du Quebec | 120k | $23M | -4% | Sep 2024 |
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Warren Averett Asset Management | 117k | $22M | -6% | Sep 2024 |
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CB^T Wealth Management | 117k | $22M | -3% | Dec 2024 |
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New York Life Investment Management | 104k | $20M | -33% | Sep 2024 |
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SG Americas Securities | 81k | $15M | -46% | Dec 2024 |
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German American Bancorp | 15k | $2.9M | -92% | Sep 2024 |
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International Assets Investment Management | 11k | $2.0M | -99% | Dec 2024 |
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Who sold out of iShares Russell 1000 Value Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
River Road Asset Management | Sep 2024 | 332k | $63M |
Gainplan | Sep 2024 | 130k | $23M |