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 |
|---|---|---|---|---|---|
| Goldman Sachs Group | 12M | $2.4B | 2% | Dec 2025 |
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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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| Envestnet Asset Management | 7.7M | $1.6B | 16% | Dec 2025 |
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| UBS Group | 7.2M | $1.5B | -11% | Dec 2025 |
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| Wells Fargo & Company | 5.9M | $1.2B | 20% | Dec 2025 |
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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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| Northern Trust | 4.9M | $1.0B | 1% | Dec 2025 |
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| LPL Financial | 4.3M | $903M | 2% | Dec 2025 |
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| M^T Bank Corporation | 3.8M | $796M | 1% | Dec 2025 |
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| Pnc Financial Services | 3.6M | $748M | 5% | Dec 2025 |
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| Prudential Financial | 3.4M | $725M | -10% | Dec 2025 |
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| Pinnacle Financial Partners | 3.3M | $687M | 100% | Dec 2025 |
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| Elliott Investment Management | 2.8M | $589M | -44% | Dec 2025 |
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| Jasper Ridge Partners | 2.5M | $531M | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 2.3M | $493M | 5% | Dec 2025 |
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| Stifel Financial | 1.9M | $403M | 26% | Dec 2025 |
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| Commonwealth Equity Services | 1.7M | $363M | -7% | Dec 2025 |
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| GLOBALT Investments LLC / GA | 1.7M | $355M | -1% | Dec 2025 |
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| Jones Financial Companies, L.L | 1.5M | $317M | 1% | Dec 2025 |
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| Rockefeller Capital Management | 1.4M | $303M | 28% | Dec 2025 |
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| Colony | 1.4M | $297M | 152% | Dec 2025 |
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| Ameriprise Financial | 1.4M | $294M | 18% | Dec 2025 |
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| Stairway Partners | 1.3M | $285M | 1% | Mar 2026 |
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| Cetera Investment Advisers | 1.3M | $273M | -1% | Dec 2025 |
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| Tiaa Trust, National Association | 1.1M | $239M | -1% | Dec 2025 |
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| HighTower Advisors | 1.1M | $231M | 4% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 1.1M | $222M | 91% | Dec 2025 |
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| Pacific Life Fund Advisors | 1.0M | $220M | -3% | Dec 2025 |
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| Brian McDonald | 974k | $205M | 1% | Dec 2025 |
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| Waldron | 870k | $186M | -1% | Mar 2026 |
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| Bank of New York Mellon | 858k | $181M | 20% | Dec 2025 |
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| Oakworth Capital | 835k | $176M | 3% | Dec 2025 |
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| Us Bancorp | 824k | $173M | 7% | Dec 2025 |
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| CI Private Wealth | 814k | $171M | -1% | Dec 2025 |
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| Commerce Bank N A | 725k | $153M | 1% | Dec 2025 |
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| Circle Wealth Management | 673k | $142M | 11% | Dec 2025 |
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| Stephens | 621k | $131M | -1% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 620k | $130M | 53% | Dec 2025 |
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| Advisor Group Holdings | 611k | $128M | 0% | Dec 2025 |
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| 1st Source Bank | 610k | $128M | -11% | Dec 2025 |
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| Natixis Asset Management Advisors | 609k | $128M | 11% | Dec 2025 |
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| Diamond Hill Capital Management | 557k | $117M | 24829% | Dec 2025 |
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| Creative Planning | 540k | $114M | 3% | Dec 2025 |
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| Mariner Wealth Advisors | 532k | $112M | 6% | Dec 2025 |
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| Equity Investment Corp Acquisition | 512k | $108M | 151% | Dec 2025 |
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| Pathstone Holdings | 489k | $103M | -11% | Dec 2025 |
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| Mizuho Corporate Bank | 480k | $101M | 100% | Dec 2025 |
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| Mml Investors Services | 455k | $96M | 12% | Dec 2025 |
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| HPM Partners | 452k | $95M | 111% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 450k | $95M | -1% | Dec 2025 |
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| Bank of Nova Scotia | 434k | $91M | -20% | Dec 2025 |
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| Stephens Group Asset Management | 431k | $92M | 0% | Mar 2026 |
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| Cassaday & Co Wealth Management | 423k | $89M | -1% | Dec 2025 |
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| Eagle Capital Management | 420k | $88M | 953% | Dec 2025 |
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| Alliancebernstein | 416k | $88M | 7% | Dec 2025 |
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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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| Franklin Resources | 410k | $86M | -28% | Dec 2025 |
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| Cullen Frost Bankers | 403k | $85M | 6% | Dec 2025 |
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| Cedar Mountain Advisors | 403k | $85M | 0% | Dec 2025 |
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| Rsm Us Wealth Management | 398k | $84M | 2% | Dec 2025 |
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| Dynasty Wealth Management | 396k | $83M | 100% | Dec 2025 |
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| Marquette Asset Management | 384k | $81M | 1% | Dec 2025 |
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| BlackRock | 369k | $78M | -22% | Dec 2025 |
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| Landaas & Co | 365k | $77M | 1% | Dec 2025 |
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| Modera Wealth Management | 365k | $77M | -18% | Dec 2025 |
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| Equitable Holdings | 362k | $76M | 3% | Dec 2025 |
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| MV Capital Management | 362k | $76M | -1% | Dec 2025 |
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| MAI Wealth Advisors | 362k | $76M | 2% | Dec 2025 |
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| Intl Fcstone | 358k | $75M | 2% | Dec 2025 |
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| Jane Street | 351k | $74M | 3592% | Dec 2025 |
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| Thrivent Financial for Lutherans | 339k | $71M | 16% | Dec 2025 |
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| Private Advisor | 336k | $71M | 1% | Dec 2025 |
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| Moneta Group Investment Advisors | 329k | $69M | 0% | Dec 2025 |
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| Janney Montgomery Scott | 326k | $69M | 24% | Dec 2025 |
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| Hanson McClain Advisors | 321k | $67M | 605% | Dec 2025 |
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| Steward Partners Investment Advisory | 310k | $65M | 1% | Dec 2025 |
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| EP Wealth Advisors | 308k | $65M | 100% | Dec 2025 |
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| Covenant Partners | 308k | $65M | 7% | Dec 2025 |
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| Zacks Investment Management | 304k | $64M | 328% | Dec 2025 |
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| Cresset Asset Management | 298k | $63M | 3% | Dec 2025 |
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| American Century Companies | 282k | $59M | -52% | Dec 2025 |
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| Fifth Third Bancorp | 281k | $59M | -4% | Dec 2025 |
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| Warren Averett Asset Management | 281k | $59M | 42% | Dec 2025 |
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| O'shaughnessy Asset Management | 275k | $58M | 397% | Dec 2025 |
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| Robeco Investment Management | 274k | $59M | 332% | Dec 2025 |
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| Paulson Wealth Management | 271k | $57M | -4% | Dec 2025 |
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| SMI Advisory Services | 270k | $59M | 6% | Mar 2026 |
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| Bridges Investment Management | 268k | $56M | -2% | Dec 2025 |
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| First Business Financial Services | 262k | $55M | -1% | Dec 2025 |
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| Badgley Phelps Wealth Managers | 252k | $54M | -12% | Mar 2026 |
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| William Blair $ Company | 249k | $52M | 5% | Dec 2025 |
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| Brandywine Global Investment Management | 243k | $51M | 21% | Dec 2025 |
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| Nuveen | 240k | $50M | -21% | Dec 2025 |
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| HB Wealth Management | 235k | $49M | 14% | Dec 2025 |
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| Wind River Trust | 234k | $49M | 0% | Dec 2025 |
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| Oppenheimer Asset Management | 228k | $48M | 157% | Dec 2025 |
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| Legacy Edge Advisors | 228k | $48M | 100% | Dec 2025 |
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| Callan Family Office | 227k | $48M | 204% | Dec 2025 |
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| Mission Wealth Management | 222k | $47M | -3% | Dec 2025 |
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| Kestra Private Wealth Services | 220k | $47M | 16% | Mar 2026 |
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| Comprehensive Financial Management | 210k | $44M | 0% | Dec 2025 |
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| Mercer Global Advisors | 209k | $44M | 5% | Dec 2025 |
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| Relyea Zuckerberg Hanson | 208k | $44M | 0% | Dec 2025 |
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| Americana Partners | 207k | $44M | 22% | Dec 2025 |
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| Mesirow Financial Investment Management International Equity | 207k | $44M | 24% | Mar 2026 |
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| Atlantic Trust | 195k | $41M | 6% | Dec 2025 |
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| Massachusetts Financial Services | 191k | $40M | 122% | Dec 2025 |
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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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| CFS Investment Advisory Services | 185k | $39M | 17% | Dec 2025 |
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| Lido Advisors | 182k | $38M | -1% | Dec 2025 |
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| Kestra Advisory Services | 181k | $38M | 20% | Dec 2025 |
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| Prospera Financial Services | 181k | $39M | -2% | Mar 2026 |
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| Regions Bank | 179k | $38M | 100% | Dec 2025 |
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| Saudi Central Bank | 178k | $37M | 0% | Dec 2025 |
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| Cambiar Investors | 177k | $37M | 27% | Dec 2025 |
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| Silvercrest Asset Management Group | 168k | $35M | 99% | Dec 2025 |
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| CB^T Wealth Management | 166k | $35M | 2% | Mar 2026 |
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| Cordatus Wealth Management | 163k | $34M | 100% | Dec 2025 |
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| Ieq Capital | 161k | $34M | 15% | Dec 2025 |
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| LBJ Family Wealth Advisors | 157k | $33M | -2% | Mar 2026 |
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| Td Private Client Wealth | 156k | $33M | 46% | Dec 2025 |
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| Pacific Sage Partners | 155k | $33M | 2% | Mar 2026 |
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| AQR Capital Management | 155k | $33M | 9% | Dec 2025 |
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| Waterloo Capital | 152k | $32M | 0% | Dec 2025 |
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| Citadel Advisors | 151k | $32M | 183% | Dec 2025 |
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| Objectivity Squared | 149k | $31M | 2% | Dec 2025 |
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| Hartland & Co | 149k | $31M | 2% | Dec 2025 |
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| Kayne Anderson Rudnick Investment Management | 148k | $31M | 437% | Dec 2025 |
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| Proathlete Wealth Management | 148k | $31M | 5% | Dec 2025 |
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| Envestnet Portfolio Solutions | 147k | $31M | 22% | Dec 2025 |
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| Keybank National Association | 147k | $31M | 3% | Dec 2025 |
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| Cambridge Investment Research Advisors | 147k | $31M | 2% | Dec 2025 |
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| Midwest Trust | 147k | $31M | 8% | Dec 2025 |
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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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| Sanctuary Advisors | 143k | $30M | 0% | Dec 2025 |
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| Jmac Enterprises | 142k | $30M | -2% | Dec 2025 |
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| Hsbc Holdings | 142k | $30M | 5% | Dec 2025 |
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| London Company | 141k | $30M | 3336% | Dec 2025 |
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| Westwood Holdings | 139k | $29M | 31% | Dec 2025 |
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| Savant Capital Management | 139k | $29M | 3% | Dec 2025 |
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| Massey, Quick & Co | 139k | $29M | -27% | Dec 2025 |
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| RMR Wealth Builders | 138k | $29M | -1% | Dec 2025 |
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| Nadler Financial | 138k | $29M | -3% | Dec 2025 |
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| CX Institutional | 121k | $26M | -49% | Mar 2026 |
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| Ryan Investment Management | 110k | $23M | -25% | Dec 2025 |
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| Sontag Advisory | 81k | $17M | -50% | Dec 2025 |
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| Kovitz Investment Group Partners | 41k | $8.7M | -95% | Dec 2025 |
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| Independence Asset Advisors | 37k | $7.8M | -89% | Dec 2025 |
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| Confluence Investment Management | 18k | $3.9M | -97% | Mar 2026 |
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| Advisor OS | 3.8k | $800k | -98% | Dec 2025 |
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| Mjp Associates | 1.9k | $390k | -99% | Dec 2025 |
|
Who sold out of iShares Russell 1000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 652k | $141M |
| Gainplan | Dec 2025 | 208k | $44M |