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 | 48M | $7.3B | -8% | Mar 2023 |
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| Morgan Stanley | 31M | $4.7B | 100% | Dec 2022 |
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| Goldman Sachs Group | 15M | $2.3B | 1% | Mar 2023 |
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| FMR | 12M | $1.8B | -1% | Mar 2023 |
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| Financial Engines Advisors L.L.C | 10M | $1.6B | -1% | Mar 2023 |
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| Jpmorgan Chase & Co | 9.1M | $1.4B | -36% | Mar 2023 |
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| Jones Financial Companies, L.L | 8.5M | $1.3B | 1% | Mar 2023 |
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| UBS Group | 7.3M | $1.1B | 2% | Mar 2023 |
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| Envestnet Asset Management | 6.4M | $974M | -17% | Mar 2023 |
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| Wells Fargo & Company | 5.7M | $857M | 10% | Dec 2022 |
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| BlackRock | 5.1M | $783M | -2% | Mar 2023 |
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| Synovus Financial Corp. | 4.8M | $734M | -8% | Mar 2023 |
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| Northern Trust | 3.8M | $577M | -3% | Mar 2023 |
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| Raymond James & Associates | 3.6M | $518M | -9% | Mar 2023 |
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| M^T Bank Corporation | 3.6M | $542M | 2% | Mar 2023 |
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| Baird Financial | 3.5M | $530M | -2% | Dec 2022 |
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| Pnc Financial Services | 3.5M | $526M | 5% | Dec 2022 |
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| LPL Financial | 2.6M | $393M | -2% | Mar 2023 |
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| Branch Banking & Trust Company | 2.5M | $381M | -15% | Mar 2023 |
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| First Republic Investment Management | 2.5M | $378M | -19% | Mar 2023 |
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| Alliancebernstein | 2.4M | $363M | -1% | Dec 2022 |
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| American Century Companies | 2.4M | $359M | -36% | Mar 2023 |
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| Stifel Financial | 2.2M | $334M | 13% | Dec 2022 |
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| Commonwealth Equity Services | 2.1M | $322M | -1% | Mar 2023 |
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| Royal Bank of Canada | 2.1M | $312M | 4% | Dec 2022 |
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| Jasper Ridge Partners | 1.9M | $281M | 13% | Dec 2022 |
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| Alaska Permanent Fund Corp | 1.6M | $243M | -11% | Dec 2022 |
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| Tiaa | 1.4M | $207M | -3% | Mar 2023 |
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| Cresset Asset Management | 1.2M | $181M | 25% | Dec 2022 |
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| Citigroup | 1.1M | $170M | -33% | Mar 2023 |
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| Bank of New York Mellon | 1.1M | $169M | 15% | Mar 2023 |
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| UNC Management Company | 1.1M | $166M | 0% | Mar 2023 |
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| Prudential Financial | 1.0M | $159M | 8% | Dec 2022 |
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| Us Bancorp | 1.0M | $153M | -2% | Mar 2023 |
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| HighTower Advisors | 968k | $147M | -10% | Mar 2023 |
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| Waldron | 961k | $146M | 3% | Mar 2023 |
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| Ameriprise Financial | 955k | $146M | -21% | Mar 2023 |
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| Stairway Partners | 874k | $133M | 2% | Mar 2023 |
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| Raymond James Financial Services Advisors | 855k | $130M | -8% | Mar 2023 |
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| Oakworth Capital | 854k | $130M | -22% | Mar 2023 |
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| Commerce Bank N A | 808k | $123M | -2% | Mar 2023 |
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| Rockefeller Capital Management | 780k | $119M | -1% | Mar 2023 |
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| Advisor Group Holdings | 767k | $117M | -7% | Mar 2023 |
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| Fifth Third Bancorp | 747k | $114M | 0% | Mar 2023 |
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| Stephens | 704k | $107M | -14% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 691k | $105M | 1% | Dec 2022 |
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| CI Investments | 625k | $95M | -4% | Dec 2022 |
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| Brian McDonald | 615k | $97M | 11% | Dec 2022 |
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| 1st Source Bank | 580k | $88M | 4% | Mar 2023 |
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| Mariner Wealth Advisors | 565k | $86M | 9% | Dec 2022 |
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| Creative Planning | 538k | $82M | 0% | Dec 2022 |
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| Equitable Holdings | 502k | $76M | 0% | Mar 2023 |
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| Putnam Investments | 478k | $73M | 22% | Mar 2023 |
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| Cetera Investment Advisers | 475k | $72M | -4% | Mar 2023 |
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| CI Private Wealth | 461k | $70M | -8% | Mar 2023 |
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| Financial Network Investment Corporation | 459k | $70M | 27% | Dec 2022 |
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| Geller Family Office Services | 454k | $69M | 0% | Mar 2023 |
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| Reed Conner & Birdwell | 435k | $66M | 996% | Dec 2022 |
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| Bank of Nova Scotia | 422k | $64M | -1% | Mar 2023 |
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| Strategic Wealth Partners | 421k | $64M | 7% | Mar 2023 |
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| Cedar Mountain Advisors | 405k | $62M | 0% | Mar 2023 |
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| Cassaday & Co Wealth Management | 388k | $59M | -1% | Mar 2023 |
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| London Company | 372k | $57M | 153% | Dec 2022 |
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| MV Capital Management | 371k | $56M | 4% | Mar 2023 |
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| Mml Investors Services | 369k | $56M | 35% | Mar 2023 |
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| Landaas & Co | 363k | $55M | 1% | Mar 2023 |
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| Rsm Us Wealth Management | 352k | $54M | -12% | Mar 2023 |
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| Alera Investment Advisors | 352k | $54M | 3% | Mar 2023 |
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| Stephens Group Asset Management | 348k | $53M | 0% | Mar 2023 |
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| HPM Partners | 348k | $53M | 23% | Mar 2023 |
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| Private Advisor | 339k | $52M | 1% | Mar 2023 |
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| Hsbc Holdings | 315k | $48M | 82% | Dec 2022 |
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| Park Avenue Securities | 311k | $47M | -7% | Mar 2023 |
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| GW & Wade | 311k | $47M | -4% | Mar 2023 |
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| Cullen Frost Bankers | 299k | $46M | -1% | Mar 2023 |
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| Modera Wealth Management | 289k | $44M | 2% | Mar 2023 |
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| First Business Financial Services | 288k | $44M | 2% | Mar 2023 |
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| Bridges Investment Management | 283k | $43M | -6% | Mar 2023 |
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| Brown Advisory Holdings Incorporated | 282k | $43M | 23% | Mar 2023 |
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| Captrust Financial Advisors | 281k | $43M | -6% | Mar 2023 |
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| Eastern Bank | 281k | $43M | 6% | Mar 2023 |
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| Granger Management | 257k | $39M | 0% | Mar 2023 |
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| Intl Fcstone | 254k | $39M | 100% | Mar 2023 |
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| Wind River Trust | 253k | $39M | 0% | Mar 2023 |
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| FTB Advisors | 250k | $38M | -3% | Dec 2022 |
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| Brandywine Global Investment Management | 246k | $38M | -4% | Mar 2023 |
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| Regions Bank | 245k | $37M | -5% | Mar 2023 |
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| Multi-Financial Securities | 239k | $36M | 35% | Dec 2022 |
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| Westwood Holdings | 237k | $36M | -28% | Mar 2023 |
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| Nadler Financial | 235k | $36M | -3% | Mar 2023 |
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| FSA Wealth Management | 234k | $36M | 1% | Mar 2023 |
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| Flaharty Asset Management | 234k | $36M | 1% | Mar 2023 |
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| Massey, Quick & Co | 233k | $35M | 694% | Dec 2022 |
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| MAI Wealth Advisors | 231k | $35M | 0% | Mar 2023 |
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| Moneta Group Investment Advisors | 230k | $35M | 14437% | Mar 2023 |
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| Steward Partners Investment Advisory | 225k | $34M | 3% | Dec 2022 |
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| Citadel Advisors | 220k | $34M | 29% | Mar 2023 |
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| William Blair $ Company | 214k | $33M | 5% | Mar 2023 |
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| Cambridge Investment Research Advisors | 213k | $32M | -8% | Mar 2023 |
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| Pathstone Family Office | 212k | $32M | -1% | Mar 2023 |
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| Rock Creek Group | 212k | $32M | 3% | Mar 2023 |
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| Relyea Zuckerberg Hanson | 211k | $32M | 1% | Mar 2023 |
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| Comprehensive Financial Management | 210k | $32M | 0% | Dec 2022 |
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| Susquehanna International | 205k | $31M | 108% | Mar 2023 |
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| Janney Montgomery Scott | 193k | $29M | -19% | Mar 2023 |
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| Keybank National Association | 192k | $29M | -9% | Mar 2023 |
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| Cambiar Investors | 191k | $29M | 100% | Mar 2023 |
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| Parsec Financial Management | 189k | $29M | -3% | Mar 2023 |
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| Paulson Wealth Management | 189k | $29M | 2% | Mar 2023 |
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| LBJ Family Wealth Advisors | 188k | $29M | 0% | Mar 2023 |
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| Callan Family Office | 181k | $28M | 100% | Dec 2022 |
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| German American Bancorp | 181k | $28M | 0% | Mar 2023 |
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| TRUE Private Wealth Advisors | 181k | $28M | -27% | Mar 2023 |
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| Telemus Capital | 179k | $27M | -2% | Mar 2023 |
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| United Capital Financial Advisers | 176k | $27M | -3% | Dec 2022 |
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| Atlantic Trust | 173k | $12M | -6% | Mar 2023 |
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| Pinnacle Financial Partners | 169k | $26M | 1% | Mar 2023 |
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| Nuveen Asset Management | 167k | $25M | 14% | Dec 2022 |
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| Badgley Phelps Wealth Managers | 163k | $25M | -8% | Mar 2023 |
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| Kestra Advisory Services | 162k | $25M | -41% | Mar 2023 |
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| Massachusetts Financial Services | 161k | $24M | -16% | Mar 2023 |
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| Jmac Enterprises | 151k | $23M | 0% | Mar 2023 |
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| New York Life Investment Management | 150k | $23M | -37% | Mar 2023 |
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| Mission Wealth Management | 150k | $23M | -3% | Mar 2023 |
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| Crestone Asset Management | 147k | $22M | -8% | Mar 2023 |
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| Sei Investments | 146k | $22M | -27% | Mar 2023 |
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| Warren Averett Asset Management | 145k | $22M | -3% | Mar 2023 |
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| FDx Advisors | 143k | $22M | 0% | Mar 2023 |
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| Grant Street Asset Management | 141k | $21M | 1% | Dec 2022 |
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| Amg National Trust Bank | 141k | $21M | 3% | Mar 2023 |
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| Lincoln National | 139k | $21M | 0% | Mar 2023 |
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| Relative Value Partners | 139k | $21M | 21% | Mar 2023 |
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| Fulton Bank, NA | 136k | $21M | 7% | Mar 2023 |
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| Bank Of Montreal | 136k | $21M | 3% | Dec 2022 |
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| Goss Wealth Management | 134k | $20M | -15% | Mar 2023 |
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| Equity Investment Corp Acquisition | 132k | $20M | -42% | Mar 2023 |
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| Silvercrest Asset Management Group | 130k | $20M | 52% | Dec 2022 |
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| Nfj Investment Group | 129k | $20M | 424% | Dec 2022 |
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| Dynamic Advisors Solutions | 129k | $20M | 0% | Mar 2023 |
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| Pacific Sage Partners | 129k | $20M | 1% | Mar 2023 |
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| O'shaughnessy Asset Management | 129k | $20M | 49% | Dec 2022 |
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| Awm Capital | 128k | $19M | 0% | Dec 2022 |
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| JNB Advisors | 128k | $20M | 9% | Mar 2023 |
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| Capital Advisors | 126k | $19M | 0% | Mar 2023 |
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| Mercer Global Advisors | 126k | $18M | -22% | Mar 2023 |
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| Diversified Trust Company | 126k | $19M | -1% | Mar 2023 |
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| Regal Wealth Group | 124k | $19M | -24% | Mar 2023 |
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| Wellington Management Company | 124k | $19M | -5% | Mar 2023 |
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| Keel Point | 122k | $19M | 13% | Mar 2023 |
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| Covenant Partners | 122k | $19M | 2% | Mar 2023 |
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| Parkside Financial Bank & Trust | 120k | $18M | -2% | Mar 2023 |
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| Cambridge Associates | 103k | $16M | -40% | Mar 2023 |
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| New York State Common Retirement Fund | 99k | $15M | -21% | Mar 2023 |
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| Robeco Investment Management | 86k | $13M | -44% | Mar 2023 |
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| Johns Hopkins University | 73k | $11M | -95% | Mar 2023 |
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| Sepio Capital | 65k | $9.9M | -66% | Mar 2023 |
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| Oppenheimer Asset Management | 60k | $9.1M | -74% | Mar 2023 |
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| Wealth Enhancement Advisory Services | 47k | $7.2M | -88% | Mar 2023 |
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| Zacks Investment Management | 41k | $6.3M | -80% | Mar 2023 |
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| Johnson Bixby & Associates | 36k | $5.4M | -77% | Mar 2023 |
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| Affiance Financial | 19k | $2.9M | -88% | Mar 2023 |
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| Bnp Paribas Arbitrage, Snc | 15k | $2.3M | -95% | Mar 2023 |
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| Rnc Capital Management | 9.3k | $1.4M | -96% | Mar 2023 |
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| SRS Capital Advisors | 6.4k | $973k | -96% | Mar 2023 |
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| NewEdge Wealth | 2.9k | $438k | -98% | Mar 2023 |
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Who sold out of iShares Russell 1000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2022 | 365k | $55M |
| Diamond Hill Capital Management | Dec 2022 | 295k | $45M |
| Eagle Capital Management | Dec 2022 | 226k | $34M |
| Itau Unibanco Holding | Dec 2022 | 147k | $22M |