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 | 46M | $9.9B | 100% | Mar 2026 |
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| Morgan Stanley | 42M | $9.1B | 6% | Mar 2026 |
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| Goldman Sachs Group | 12M | $2.5B | 1% | Mar 2026 |
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| FMR | 8.6M | $1.8B | -13% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 8.4M | $1.8B | -2% | Dec 2025 |
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| UBS Group | 7.2M | $1.5B | 0% | Mar 2026 |
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| Envestnet Asset Management | 6.9M | $1.5B | -11% | Mar 2026 |
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| Baird Financial | 5.8M | $1.2B | 4% | Dec 2025 |
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| Raymond James Financial | 5.4M | $1.1B | 4% | Dec 2025 |
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| Wells Fargo & Company | 5.0M | $1.1B | -15% | Mar 2026 |
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| Northern Trust | 4.9M | $1.0B | 1% | Dec 2025 |
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| LPL Financial | 4.3M | $916M | 0% | Mar 2026 |
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| Prudential Financial | 3.7M | $798M | 9% | Mar 2026 |
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| M^T Bank Corporation | 3.5M | $758M | -6% | Mar 2026 |
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| Pnc Financial Services | 3.4M | $724M | -5% | Mar 2026 |
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| Pinnacle Financial Partners | 3.3M | $687M | 100% | Dec 2025 |
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| Jasper Ridge Partners | 2.5M | $527M | -2% | Mar 2026 |
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| Franklin Resources | 2.4M | $505M | 476% | Mar 2026 |
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| Royal Bank of Canada | 2.2M | $474M | 6% | Mar 2026 |
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| Branch Banking & Trust Company | 2.2M | $462M | -8% | Mar 2026 |
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| GLOBALT Investments LLC / GA | 1.7M | $355M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 1.6M | $343M | -7% | Mar 2026 |
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| Rockefeller Capital Management | 1.5M | $329M | 7% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.5M | $317M | 1% | Dec 2025 |
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| Stifel Financial | 1.5M | $313M | -24% | Mar 2026 |
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| Colony | 1.4M | $297M | 152% | Dec 2025 |
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| Stairway Partners | 1.3M | $285M | 1% | Mar 2026 |
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| Natixis Asset Management Advisors | 1.3M | $273M | 110% | Mar 2026 |
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| 71 West Capital Partners | 1.3M | $270M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 1.2M | $263M | -5% | Mar 2026 |
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| Ameriprise Financial | 1.2M | $255M | -15% | Mar 2026 |
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| Fifth Third Bancorp | 1.2M | $255M | 324% | Mar 2026 |
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| Citigroup | 1.1M | $235M | 100% | Mar 2026 |
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| HighTower Advisors | 1.1M | $233M | -1% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 1.1M | $227M | 100% | Mar 2026 |
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| Elliott Investment Management | 1.0M | $214M | -64% | Mar 2026 |
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| Brian McDonald | 974k | $205M | 1% | Dec 2025 |
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| Bank of New York Mellon | 904k | $193M | 5% | Mar 2026 |
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| Waldron | 870k | $186M | -1% | Mar 2026 |
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| Oakworth Capital | 862k | $184M | 3% | Mar 2026 |
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| Us Bancorp | 824k | $173M | 7% | Dec 2025 |
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| HPM Partners | 816k | $174M | 80% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 807k | $172M | -23% | Mar 2026 |
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| Pacific Life Fund Advisors | 804k | $172M | -23% | Mar 2026 |
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| CI Private Wealth | 782k | $166M | -4% | Mar 2026 |
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| OpenArc Corporate Advisory | 747k | $160M | 100% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 739k | $158M | 19% | Mar 2026 |
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| Commerce Bank N A | 707k | $151M | -3% | Mar 2026 |
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| Circle Wealth Management | 673k | $144M | 0% | Mar 2026 |
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| Dynasty Wealth Management | 658k | $141M | 66% | Mar 2026 |
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| TIAA Wealth Investment Management | 646k | $138M | 100% | Mar 2026 |
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| BlackRock | 640k | $137M | 73% | Mar 2026 |
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| 1st Source Bank | 622k | $133M | 2% | Mar 2026 |
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| Advisor Group Holdings | 611k | $128M | 0% | Dec 2025 |
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| Stephens | 583k | $125M | -6% | Mar 2026 |
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| Creative Planning | 537k | $115M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 478k | $102M | -10% | Mar 2026 |
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| Pathstone Holdings | 470k | $100M | -4% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 461k | $99M | 3% | Mar 2026 |
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| Cullen Frost Bankers | 435k | $93M | 8% | Mar 2026 |
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| Stephens Group Asset Management | 431k | $92M | 0% | Mar 2026 |
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| Bank of Nova Scotia | 426k | $91M | -2% | Mar 2026 |
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| Cassaday & Co Wealth Management | 418k | $89M | -1% | Mar 2026 |
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| Captrust Financial Advisors | 414k | $87M | -1% | Dec 2025 |
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| Beacon Pointe Advisors | 413k | $87M | 78% | Dec 2025 |
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| Rsm Us Wealth Management | 403k | $86M | 1% | Mar 2026 |
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| Mml Investors Services | 401k | $86M | -12% | Mar 2026 |
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| Equity Investment Corp Acquisition | 401k | $86M | -22% | Mar 2026 |
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| Cedar Mountain Advisors | 395k | $84M | -2% | Mar 2026 |
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| Marquette Asset Management | 394k | $84M | 3% | Mar 2026 |
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| Steward Partners Investment Advisory | 381k | $81M | 23% | Mar 2026 |
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| Landaas & Co | 374k | $80M | 2% | Mar 2026 |
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| Modera Wealth Management | 364k | $78M | 0% | Mar 2026 |
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| MAI Wealth Advisors | 361k | $77M | 0% | Mar 2026 |
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| Intl Fcstone | 359k | $77M | 0% | Mar 2026 |
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| Moneta Group Investment Advisors | 355k | $76M | 8% | Mar 2026 |
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| Equitable Holdings | 344k | $72M | -5% | Mar 2026 |
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| MV Capital Management | 341k | $73M | -6% | Mar 2026 |
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| Thrivent Financial for Lutherans | 337k | $72M | -1% | Mar 2026 |
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| Private Advisor | 334k | $71M | -1% | Mar 2026 |
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| Two Sigma Investments | 331k | $71M | 3211% | Mar 2026 |
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| Cresset Asset Management | 325k | $69M | 9% | Mar 2026 |
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| Hanson McClain Advisors | 321k | $67M | 605% | Dec 2025 |
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| Lido Advisors | 310k | $66M | 70% | Mar 2026 |
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| EP Wealth Advisors | 303k | $65M | -2% | Mar 2026 |
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| Bank Of Montreal | 283k | $60M | 100% | Mar 2026 |
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| American Century Companies | 282k | $59M | -52% | Dec 2025 |
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| Warren Averett Asset Management | 281k | $59M | 42% | Dec 2025 |
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| Paulson Wealth Management | 274k | $58M | 1% | Mar 2026 |
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| Janney Montgomery Scott | 273k | $58M | -16% | Mar 2026 |
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| SMI Advisory Services | 270k | $59M | 6% | Mar 2026 |
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| First Business Financial Services | 266k | $57M | 1% | Mar 2026 |
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| William Blair $ Company | 260k | $56M | 4% | Mar 2026 |
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| Bridges Investment Management | 257k | $55M | -4% | Mar 2026 |
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| Badgley Phelps Wealth Managers | 252k | $54M | -12% | Mar 2026 |
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| Brandywine Global Investment Management | 243k | $51M | 21% | Dec 2025 |
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| HB Wealth Management | 236k | $51M | 1% | Mar 2026 |
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| Wind River Trust | 234k | $49M | 0% | Dec 2025 |
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| Mercer Global Advisors | 231k | $49M | 11% | Mar 2026 |
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| Mission Wealth Management | 225k | $48M | 1% | Mar 2026 |
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| Legacy Edge Advisors | 222k | $47M | -3% | Mar 2026 |
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| Kestra Private Wealth Services | 220k | $47M | 16% | Mar 2026 |
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| Americana Partners | 214k | $46M | 3% | Mar 2026 |
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| Comprehensive Financial Management | 210k | $44M | 0% | Dec 2025 |
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| Mesirow Financial Investment Management International Equity | 207k | $44M | 24% | Mar 2026 |
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| Relyea Zuckerberg Hanson | 207k | $44M | -1% | Mar 2026 |
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| Alliancebernstein | 204k | $43M | -51% | Mar 2026 |
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| Robeco Investment Management | 202k | $43M | -26% | Mar 2026 |
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| Atlantic Trust | 195k | $41M | 6% | Dec 2025 |
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| AQR Capital Management | 194k | $42M | 25% | Mar 2026 |
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| Massachusetts Financial Services | 191k | $40M | 122% | Dec 2025 |
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| CIBC Bancorp USA | 190k | $41M | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 190k | $41M | 6% | Mar 2026 |
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| Susquehanna International | 186k | $39M | 13% | Dec 2025 |
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| Prospera Financial Services | 181k | $39M | -2% | Mar 2026 |
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| Kestra Advisory Services | 179k | $38M | -1% | Mar 2026 |
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| CFS Investment Advisory Services | 178k | $40M | -4% | Mar 2026 |
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| Saudi Central Bank | 178k | $37M | 0% | Dec 2025 |
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| Regions Bank | 176k | $38M | -1% | Mar 2026 |
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| Bryn Mawr Trust | 171k | $36M | 48% | Mar 2026 |
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| Nuveen | 170k | $36M | -29% | Mar 2026 |
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| Silvercrest Asset Management Group | 168k | $35M | 99% | Dec 2025 |
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| Hartland & Co | 166k | $36M | 12% | Mar 2026 |
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| CB^T Wealth Management | 166k | $35M | 2% | Mar 2026 |
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| Ieq Capital | 161k | $34M | 15% | Dec 2025 |
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| Cordatus Wealth Management | 158k | $34M | -3% | Mar 2026 |
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| Midwest Trust | 157k | $34M | 7% | Mar 2026 |
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| LBJ Family Wealth Advisors | 157k | $33M | -2% | Mar 2026 |
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| Westwood Holdings | 156k | $33M | 12% | Mar 2026 |
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| Pacific Sage Partners | 155k | $33M | 2% | Mar 2026 |
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| Proathlete Wealth Management | 154k | $33M | 4% | Mar 2026 |
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| Hsbc Holdings | 152k | $32M | 7% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 148k | $31M | 437% | Dec 2025 |
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| Ellenbecker Investment Group | 147k | $31M | 9% | Mar 2026 |
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| Sanctuary Advisors | 146k | $31M | 2% | Mar 2026 |
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| Reed Conner & Birdwell | 146k | $31M | 327% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 145k | $31M | 77% | Dec 2025 |
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| Jmac Enterprises | 144k | $31M | 1% | Mar 2026 |
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| Objectivity Squared | 144k | $31M | -4% | Mar 2026 |
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| Keybank National Association | 143k | $31M | -3% | Mar 2026 |
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| London Company | 141k | $30M | 3336% | Dec 2025 |
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| Cambiar Investors | 140k | $30M | -21% | Mar 2026 |
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| Massey, Quick & Co | 139k | $30M | 0% | Mar 2026 |
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| Savant Capital Management | 139k | $30M | 0% | Mar 2026 |
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| RMR Wealth Builders | 137k | $29M | -1% | Mar 2026 |
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| Quantinno Capital Management | 132k | $28M | 39% | Mar 2026 |
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| Amg National Trust Bank | 131k | $28M | 3% | Mar 2026 |
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| Claro Advisors | 128k | $27M | -2% | Mar 2026 |
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| Capital Advisors | 126k | $27M | 0% | Mar 2026 |
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| Lwm Advisors | 125k | $27M | 7% | Mar 2026 |
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| Flaharty Asset Management | 125k | $27M | -3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 124k | $26M | -16% | Mar 2026 |
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| Goss Wealth Management | 122k | $26M | -3% | Mar 2026 |
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| CX Institutional | 121k | $26M | -49% | Mar 2026 |
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| Nadler Financial | 120k | $26M | -13% | Mar 2026 |
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| Jane Street | 108k | $23M | -69% | Mar 2026 |
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| Envestnet Portfolio Solutions | 104k | $22M | -30% | Mar 2026 |
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| Oppenheimer Asset Management | 95k | $20M | -58% | Mar 2026 |
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| O'shaughnessy Asset Management | 93k | $20M | -66% | Mar 2026 |
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| Td Private Client Wealth | 91k | $19M | -42% | Mar 2026 |
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| Zacks Investment Management | 88k | $19M | -71% | Mar 2026 |
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| Callan Family Office | 69k | $15M | -69% | Mar 2026 |
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| Citadel Advisors | 67k | $14M | -56% | Mar 2026 |
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| Waterloo Capital | 45k | $9.6M | -70% | Mar 2026 |
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| Diamond Hill Capital Management | 27k | $5.7M | -95% | Mar 2026 |
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| Adviser Investments | 27k | $5.7M | -79% | Mar 2026 |
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| Tiaa Trust, National Association | 22k | $4.7M | -98% | Mar 2026 |
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| Confluence Investment Management | 18k | $3.9M | -97% | Mar 2026 |
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| Eagle Capital Management | 7.8k | $1.7M | -98% | Mar 2026 |
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Who sold out of iShares Russell 1000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 8.9M | $1.8B |
| Wealth Enhancement Advisory Services | Dec 2025 | 652k | $141M |
| Mizuho Corporate Bank | Dec 2025 | 480k | $101M |
| Covenant Partners | Dec 2025 | 308k | $65M |
| Gainplan | Dec 2025 | 208k | $44M |