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 | 56M | $9.2B | 13% | Dec 2023 |
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| Goldman Sachs Group | 16M | $2.6B | 4% | Dec 2023 |
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| Jpmorgan Chase & Co | 9.9M | $1.6B | 16% | Dec 2023 |
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| UBS Group | 7.4M | $1.2B | 6% | Dec 2023 |
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| Wells Fargo & Company | 4.9M | $811M | 14% | Dec 2023 |
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| M^T Bank Corporation | 3.7M | $607M | 1% | Dec 2023 |
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| Baird Financial | 3.7M | $607M | 1% | Dec 2023 |
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| Raymond James & Associates | 3.6M | $651M | 0% | Mar 2024 |
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| Pnc Financial Services | 3.3M | $545M | 7% | Dec 2023 |
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| Branch Banking & Trust Company | 2.6M | $436M | 15% | Dec 2023 |
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| Royal Bank of Canada | 2.3M | $384M | 18% | Dec 2023 |
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| Jasper Ridge Partners | 2.2M | $356M | 13% | Dec 2023 |
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| Commonwealth Equity Services | 2.1M | $346M | 2% | Dec 2023 |
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| GLOBALT Investments LLC / GA | 2.0M | $331M | 100% | Dec 2023 |
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| Stifel Financial | 2.0M | $325M | 18% | Dec 2023 |
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| Alaska Permanent Fund Corp | 1.9M | $346M | 86% | Mar 2024 |
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| Alliancebernstein | 1.9M | $318M | -13% | Dec 2023 |
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| Rockefeller Capital Management | 1.3M | $216M | 0% | Dec 2023 |
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| Tiaa Trust, National Association | 1.3M | $212M | -2% | Dec 2023 |
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| Citigroup | 1.0M | $173M | -3% | Dec 2023 |
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| Stairway Partners | 1.0M | $184M | 28% | Mar 2024 |
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| HighTower Advisors | 1.0M | $170M | -1% | Dec 2023 |
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| Us Bancorp | 988k | $163M | -2% | Dec 2023 |
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| Waldron | 911k | $151M | -1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 853k | $153M | 0% | Mar 2024 |
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| Hackensack Meridian Health | 826k | $137M | -7% | Dec 2023 |
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| Alera Investment Advisors | 815k | $135M | 3% | Dec 2023 |
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| HPM Partners | 806k | $30M | 623% | Dec 2023 |
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| Bank of New York Mellon | 800k | $132M | -8% | Dec 2023 |
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| Commerce Bank N A | 779k | $129M | -3% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 750k | $134M | -1% | Mar 2024 |
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| Oakworth Capital | 745k | $134M | 1% | Mar 2024 |
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| Advisor Group Holdings | 707k | $117M | -18% | Dec 2023 |
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| UNC Management Company | 685k | $113M | 0% | Dec 2023 |
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| Circle Wealth Management | 621k | $103M | 0% | Dec 2023 |
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| 1st Source Bank | 591k | $98M | 2% | Dec 2023 |
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| Mariner Wealth Advisors | 553k | $92M | -3% | Dec 2023 |
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| Creative Planning | 523k | $86M | 8% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 505k | $84M | 189814% | Dec 2023 |
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| CI Private Wealth | 485k | $80M | -40% | Dec 2023 |
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| Modera Wealth Management | 472k | $78M | -2% | Dec 2023 |
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| Cedar Mountain Advisors | 405k | $73M | 1% | Mar 2024 |
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| Fifth Third Bancorp | 403k | $72M | -13% | Mar 2024 |
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| Bank of Nova Scotia | 403k | $67M | -4% | Dec 2023 |
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| Geller Family Office Services | 395k | $65M | -12% | Dec 2023 |
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| Cassaday & Co Wealth Management | 383k | $63M | 2% | Dec 2023 |
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| Mercer Global Advisors | 382k | $63M | 4% | Dec 2023 |
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| MV Capital Management | 377k | $68M | -1% | Mar 2024 |
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| Massachusetts Financial Services | 371k | $61M | 131% | Dec 2023 |
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| Stephens Group Asset Management | 361k | $65M | 1% | Mar 2024 |
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| Landaas & Co | 355k | $59M | -2% | Dec 2023 |
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| Captrust Financial Advisors | 347k | $57M | 13% | Dec 2023 |
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| Rsm Us Wealth Management | 346k | $57M | 2% | Dec 2023 |
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| Badgley Phelps Wealth Managers | 343k | $57M | 92% | Dec 2023 |
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| Cullen Frost Bankers | 334k | $55M | 12% | Dec 2023 |
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| Pathstone Holdings | 333k | $55M | 100% | Dec 2023 |
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| Zacks Investment Management | 332k | $55M | 532% | Dec 2023 |
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| Private Advisor | 332k | $55M | -3% | Dec 2023 |
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| EP Wealth Advisors | 323k | $53M | 291% | Dec 2023 |
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| Intl Fcstone | 295k | $49M | 3% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 288k | $52M | -6% | Mar 2024 |
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| First Business Financial Services | 287k | $47M | 1% | Dec 2023 |
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| Eastern Bank | 284k | $47M | 1% | Dec 2023 |
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| GW & Wade | 281k | $46M | -3% | Dec 2023 |
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| Wind River Trust | 253k | $45M | 0% | Mar 2024 |
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| MAI Wealth Advisors | 252k | $42M | 2% | Dec 2023 |
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| Equity Investment Corp Acquisition | 251k | $42M | 95% | Dec 2023 |
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| Moneta Group Investment Advisors | 249k | $41M | 2% | Dec 2023 |
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| Janney Montgomery Scott | 248k | $41M | 29% | Dec 2023 |
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| Flaharty Asset Management | 244k | $40M | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 242k | $40M | 5% | Dec 2023 |
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| FSA Wealth Management | 242k | $40M | 1% | Dec 2023 |
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| Brandywine Global Investment Management | 240k | $40M | 7% | Dec 2023 |
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| Bridges Investment Management | 235k | $39M | -10% | Dec 2023 |
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| Envestnet Portfolio Solutions | 230k | $38M | 100% | Dec 2023 |
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| Diamond Hill Capital Management | 222k | $37M | 1792% | Dec 2023 |
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| Nadler Financial | 219k | $36M | -2% | Dec 2023 |
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| FTB Advisors | 218k | $36M | -2% | Dec 2023 |
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| Relyea Zuckerberg Hanson | 218k | $39M | 2% | Mar 2024 |
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| Comprehensive Financial Management | 210k | $35M | 0% | Dec 2023 |
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| William Blair $ Company | 206k | $34M | -2% | Dec 2023 |
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| Massey, Quick & Co | 201k | $36M | 0% | Mar 2024 |
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| Regions Bank | 198k | $35M | -1% | Mar 2024 |
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| Mission Wealth Management | 195k | $32M | 42% | Dec 2023 |
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| Telemus Capital | 193k | $32M | 7% | Dec 2023 |
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| German American Bancorp | 192k | $32M | 1% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 189k | $34M | 3% | Mar 2024 |
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| Cambiar Investors | 187k | $31M | 355% | Dec 2023 |
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| Johnson Financial Group | 187k | $31M | 102% | Dec 2023 |
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| Kestra Advisory Services | 175k | $29M | 2% | Dec 2023 |
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| JNB Advisors | 171k | $28M | 19% | Dec 2023 |
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| Pinnacle Financial Partners | 171k | $28M | 5% | Dec 2023 |
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| Jmac Enterprises | 171k | $28M | 6% | Dec 2023 |
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| LBJ Family Wealth Advisors | 170k | $28M | -1% | Dec 2023 |
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| Citadel Advisors | 169k | $28M | -26% | Dec 2023 |
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| TRUE Private Wealth Advisors | 165k | $27M | 11% | Dec 2023 |
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| Coho Partners | 164k | $27M | 7125% | Dec 2023 |
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| Orion Portfolio Solutions | 161k | $27M | 118% | Dec 2023 |
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| HB Wealth Management | 160k | $26M | 136% | Dec 2023 |
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| Robeco Investment Management | 148k | $24M | 140% | Dec 2023 |
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| Neuberger Berman Group | 146k | $24M | 168% | Dec 2023 |
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| LWMG | 144k | $24M | 18% | Dec 2023 |
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| Amg National Trust Bank | 143k | $24M | 0% | Dec 2023 |
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| Global Assets Advisory | 138k | $774k | 100% | Mar 2024 |
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| Covenant Partners | 137k | $23M | 3% | Dec 2023 |
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| RMR Wealth Builders | 137k | $25M | 0% | Mar 2024 |
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| Dynamic Advisors Solutions | 136k | $24M | 1% | Mar 2024 |
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| Savant Capital Management | 134k | $22M | -3% | Dec 2023 |
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| Warren Averett Asset Management | 134k | $22M | 0% | Dec 2023 |
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| Relative Value Partners | 134k | $22M | -7% | Dec 2023 |
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| O'shaughnessy Asset Management | 134k | $22M | 127% | Dec 2023 |
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| Hsbc Holdings | 132k | $22M | 2% | Dec 2023 |
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| Capital Advisors | 131k | $23M | 2% | Mar 2024 |
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| CX Institutional | 129k | $23M | -2% | Mar 2024 |
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| Bank Of Montreal | 129k | $21M | -12% | Dec 2023 |
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| Cambridge Investment Research Advisors | 129k | $23M | 0% | Mar 2024 |
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| Crestone Asset Management | 128k | $21M | -7% | Dec 2023 |
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| Cullen Capital Management | 127k | $21M | 100% | Dec 2023 |
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| Fulton Bank, NA | 127k | $23M | 0% | Mar 2024 |
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| PFW Advisors | 125k | $22M | -2% | Mar 2024 |
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| CB^T Wealth Management | 122k | $22M | 0% | Mar 2024 |
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| Pacific Sage Partners | 120k | $22M | -2% | Mar 2024 |
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| Financial Counselors | 120k | $20M | 5% | Dec 2023 |
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| Woodard & Co Asset Management Group | 119k | $20M | 2% | Dec 2023 |
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| Awm Capital | 117k | $21M | -6% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 114k | $19M | 0% | Dec 2023 |
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| Atria Wealth Solutions | 114k | $19M | -4% | Dec 2023 |
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| New York Life Investment Management | 112k | $19M | -31% | Dec 2023 |
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| Parkside Financial Bank & Trust | 108k | $18M | -2% | Dec 2023 |
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| Sawtooth Asset Management | 108k | $18M | 39% | Dec 2023 |
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| Vantagepoint Investment Advisers | 106k | $18M | 0% | Dec 2023 |
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| Bleakley Financial Group | 106k | $17M | 40% | Dec 2023 |
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| TruWealth Advisors | 105k | $19M | 6% | Mar 2024 |
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| United Capital Financial Advisers | 103k | $17M | -22% | Dec 2023 |
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| Gts Securities | 103k | $17M | -23% | Dec 2023 |
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| Lincoln National | 102k | $17M | 4% | Dec 2023 |
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| Beirne Wealth Consulting Services | 102k | $17M | 176% | Dec 2023 |
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| Tradition Wealth Management | 99k | $23M | 0% | Dec 2023 |
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| Lindbrook Capital | 97k | $16M | -6% | Dec 2023 |
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| Fundamentun | 94k | $17M | -3% | Mar 2024 |
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| GHP Investment Advisors | 93k | $15M | -1% | Dec 2023 |
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| Westshore Wealth | 92k | $15M | 14% | Dec 2023 |
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| Buckingham Asset Management | 91k | $15M | 15% | Dec 2023 |
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| Venture Visionary Partners | 90k | $15M | 1729% | Dec 2023 |
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| Sontag Advisory | 90k | $15M | -1% | Dec 2023 |
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| Jane Street | 88k | $15M | 56% | Dec 2023 |
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| Principal Financial Group | 87k | $14M | -1% | Dec 2023 |
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| Washington Trust Bank | 86k | $14M | 1928% | Dec 2023 |
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| Noble Family Wealth | 85k | $15M | 0% | Mar 2024 |
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| Natixis Asset Management Advisors | 85k | $14M | 8% | Dec 2023 |
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| Independent Family Office | 83k | $14M | -5% | Dec 2023 |
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| Country Club Bank | 81k | $15M | -17% | Mar 2024 |
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| Rhumbline Advisers | 61k | $10M | -39% | Dec 2023 |
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| Caisse de depot et placement du Quebec | 50k | $8.3M | -50% | Dec 2023 |
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| Anchor Capital Advisors | 47k | $7.7M | -64% | Dec 2023 |
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