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 | 49M | $7.5B | 3% | Sep 2023 |
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| Morgan Stanley | 28M | $4.3B | -13% | Sep 2023 |
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| Goldman Sachs Group | 15M | $2.3B | 0% | Sep 2023 |
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| FMR | 11M | $1.7B | -2% | Sep 2023 |
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| Financial Engines Advisors L.L.C | 10M | $1.6B | -1% | Sep 2023 |
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| Jones Financial Companies, L.L | 8.7M | $1.3B | 1% | Sep 2023 |
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| Jpmorgan Chase & Co | 8.6M | $1.3B | -3% | Sep 2023 |
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| UBS Group | 7.0M | $1.1B | 0% | Sep 2023 |
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| Envestnet Asset Management | 5.9M | $893M | -3% | Sep 2023 |
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| Pathstone Family Office | 5.0M | $40M | 2323% | Sep 2023 |
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| Synovus Financial Corp. | 4.8M | $732M | 3% | Sep 2023 |
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| Wells Fargo & Company | 4.3M | $653M | -11% | Sep 2023 |
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| M^T Bank Corporation | 3.6M | $552M | 0% | Sep 2023 |
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| Baird Financial | 3.6M | $551M | 1% | Sep 2023 |
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| Northern Trust | 3.5M | $537M | -3% | Sep 2023 |
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| Raymond James & Associates | 3.5M | $525M | 1% | Sep 2023 |
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| Pnc Financial Services | 3.1M | $467M | -2% | Sep 2023 |
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| LPL Financial | 2.7M | $407M | 3% | Sep 2023 |
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| BlackRock | 2.5M | $382M | -4% | Sep 2023 |
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| Branch Banking & Trust Company | 2.3M | $347M | -1% | Sep 2023 |
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| Alliancebernstein | 2.2M | $334M | 0% | Sep 2023 |
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| Commonwealth Equity Services | 2.1M | $311M | -1% | Sep 2023 |
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| Royal Bank of Canada | 2.0M | $299M | 7% | Sep 2023 |
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| Jasper Ridge Partners | 1.9M | $289M | 4% | Sep 2023 |
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| Stifel Financial | 1.7M | $254M | -8% | Sep 2023 |
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| Tiaa | 1.3M | $210M | -2% | Jun 2023 |
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| Tiaa Trust, National Association | 1.3M | $199M | 100% | Sep 2023 |
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| Rockefeller Capital Management | 1.3M | $198M | 6% | Sep 2023 |
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| First Republic Investment Management | 1.3M | $190M | -13% | Sep 2023 |
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| Alaska Permanent Fund Corp | 1.1M | $168M | 65% | Sep 2023 |
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| Citigroup | 1.1M | $163M | -4% | Sep 2023 |
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| HighTower Advisors | 1.0M | $158M | 12% | Sep 2023 |
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| Us Bancorp | 1.0M | $153M | 2% | Sep 2023 |
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| Ameriprise Financial | 988k | $150M | 14% | Sep 2023 |
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| Brian McDonald | 972k | $148M | 100% | Sep 2023 |
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| Waldron | 917k | $140M | -2% | Sep 2023 |
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| Hackensack Meridian Health | 887k | $135M | 23% | Sep 2023 |
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| Bank of New York Mellon | 872k | $132M | -29% | Sep 2023 |
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| Advisor Group Holdings | 865k | $131M | 15% | Sep 2023 |
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| Raymond James Financial Services Advisors | 806k | $122M | 0% | Sep 2023 |
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| CI Private Wealth | 804k | $112M | 77% | Sep 2023 |
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| Commerce Bank N A | 800k | $121M | -1% | Sep 2023 |
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| Alera Investment Advisors | 793k | $120M | 132% | Sep 2023 |
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| Stairway Partners | 784k | $119M | -12% | Sep 2023 |
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| Oakworth Capital | 720k | $109M | -5% | Sep 2023 |
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| Stephens | 698k | $106M | -3% | Sep 2023 |
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| UNC Management Company | 685k | $104M | 0% | Sep 2023 |
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| Wealth Enhancement Advisory Services | 667k | $101M | 1683% | Sep 2023 |
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| American Century Companies | 623k | $95M | -56% | Sep 2023 |
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| Circle Wealth Management | 621k | $94M | 100% | Sep 2023 |
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| Prudential Financial | 616k | $94M | -39% | Sep 2023 |
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| 1st Source Bank | 580k | $88M | -2% | Sep 2023 |
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| Mariner Wealth Advisors | 571k | $87M | -7% | Sep 2023 |
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| Northwestern Mutual Wealth Management Company | 562k | $85M | -10% | Sep 2023 |
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| Fifth Third Bancorp | 513k | $78M | -3% | Sep 2023 |
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| Creative Planning | 485k | $74M | -2% | Sep 2023 |
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| Modera Wealth Management | 481k | $73M | 0% | Sep 2023 |
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| Cetera Investment Advisers | 475k | $72M | 0% | Sep 2023 |
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| Equitable Holdings | 469k | $71M | -2% | Sep 2023 |
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| Geller Family Office Services | 447k | $68M | -1% | Sep 2023 |
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| Financial Network Investment Corporation | 437k | $66M | -20% | Sep 2023 |
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| Strategic Wealth Partners | 425k | $65M | 1% | Sep 2023 |
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| Bank of Nova Scotia | 422k | $64M | 0% | Sep 2023 |
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| Cedar Mountain Advisors | 404k | $61M | 0% | Sep 2023 |
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| Mml Investors Services | 396k | $60M | 2% | Sep 2023 |
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| Cresset Asset Management | 387k | $59M | 5% | Sep 2023 |
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| Cassaday & Co Wealth Management | 376k | $57M | -1% | Sep 2023 |
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| MV Capital Management | 369k | $56M | 3% | Sep 2023 |
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| Mercer Global Advisors | 369k | $56M | 101% | Sep 2023 |
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| Landaas & Co | 364k | $55M | 0% | Sep 2023 |
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| Stephens Group Asset Management | 354k | $54M | -4% | Sep 2023 |
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| Private Advisor | 341k | $52M | 1% | Sep 2023 |
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| Rsm Us Wealth Management | 339k | $52M | -2% | Sep 2023 |
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| Captrust Financial Advisors | 308k | $47M | 21% | Sep 2023 |
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| Putnam Investments | 307k | $47M | 3% | Sep 2023 |
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| Multi-Financial Securities | 300k | $46M | -18% | Sep 2023 |
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| Cullen Frost Bankers | 299k | $45M | 0% | Sep 2023 |
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| GW & Wade | 289k | $44M | -1% | Sep 2023 |
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| Thrivent Financial for Lutherans | 288k | $44M | -2% | Sep 2023 |
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| Intl Fcstone | 287k | $44M | 6% | Sep 2023 |
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| First Business Financial Services | 283k | $43M | 0% | Sep 2023 |
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| Eastern Bank | 281k | $43M | 0% | Sep 2023 |
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| Brown Advisory Holdings Incorporated | 274k | $42M | -2% | Sep 2023 |
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| Bridges Investment Management | 262k | $40M | 1% | Sep 2023 |
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| Wind River Trust | 253k | $39M | 0% | Sep 2023 |
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| MAI Wealth Advisors | 247k | $38M | 4% | Sep 2023 |
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| Flaharty Asset Management | 245k | $37M | 3% | Sep 2023 |
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| Moneta Group Investment Advisors | 243k | $37M | 5% | Sep 2023 |
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| FSA Wealth Management | 240k | $37M | 1% | Sep 2023 |
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| Steward Partners Investment Advisory | 231k | $35M | 5% | Sep 2023 |
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| Citadel Advisors | 228k | $35M | 2% | Sep 2023 |
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| Brandywine Global Investment Management | 225k | $34M | 50% | Sep 2023 |
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| Nadler Financial | 223k | $34M | -3% | Sep 2023 |
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| FTB Advisors | 223k | $34M | -1% | Sep 2023 |
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| Relyea Zuckerberg Hanson | 221k | $34M | 3% | Sep 2023 |
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| Nuveen Asset Management | 219k | $33M | 69% | Sep 2023 |
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| Massey, Quick & Co | 219k | $33M | -4% | Sep 2023 |
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| Comprehensive Financial Management | 210k | $32M | 0% | Sep 2023 |
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| William Blair $ Company | 209k | $32M | 0% | Sep 2023 |
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| Regions Bank | 205k | $31M | -6% | Sep 2023 |
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| Paulson Wealth Management | 197k | $30M | 1% | Sep 2023 |
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| Granger Management | 196k | $30M | -24% | Sep 2023 |
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| Cutler | 195k | $30M | 1832% | Sep 2023 |
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| Susquehanna International | 192k | $29M | -56% | Sep 2023 |
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| Janney Montgomery Scott | 192k | $29M | 6% | Sep 2023 |
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| German American Bancorp | 190k | $29M | 2% | Sep 2023 |
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| Telemus Capital | 181k | $28M | 0% | Sep 2023 |
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| Badgley Phelps Wealth Managers | 179k | $27M | 7% | Sep 2023 |
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| Congress Wealth Management LLC / DE / | 178k | $27M | 2825% | Sep 2023 |
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| LBJ Family Wealth Advisors | 172k | $26M | -2% | Sep 2023 |
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| Kestra Advisory Services | 171k | $26M | 1% | Sep 2023 |
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| Atlantic Trust | 167k | $25M | -1% | Sep 2023 |
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| Pinnacle Financial Partners | 162k | $25M | 0% | Sep 2023 |
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| New York Life Investment Management | 162k | $25M | 24% | Sep 2023 |
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| Jmac Enterprises | 161k | $24M | 4% | Sep 2023 |
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| Massachusetts Financial Services | 161k | $24M | 154% | Sep 2023 |
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| Keybank National Association | 156k | $24M | -10% | Sep 2023 |
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| Goss Wealth Management | 149k | $23M | 13% | Sep 2023 |
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| TRUE Private Wealth Advisors | 149k | $23M | 1% | Sep 2023 |
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| Callan Family Office | 148k | $23M | -5% | Sep 2023 |
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| Bank Of Montreal | 147k | $23M | 12% | Sep 2023 |
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| JNB Advisors | 144k | $22M | 5% | Sep 2023 |
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| Amg National Trust Bank | 144k | $22M | 0% | Sep 2023 |
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| Relative Value Partners | 143k | $22M | -8% | Sep 2023 |
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| Grant Street Asset Management | 141k | $22M | -5% | Jun 2023 |
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| Savant Capital Management | 139k | $21M | 0% | Sep 2023 |
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| Crestone Asset Management | 138k | $21M | -4% | Sep 2023 |
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| Mission Wealth Management | 137k | $21M | -4% | Sep 2023 |
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| Gts Securities | 134k | $20M | 243% | Sep 2023 |
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| Warren Averett Asset Management | 134k | $20M | -6% | Sep 2023 |
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| Covenant Partners | 133k | $20M | 5% | Sep 2023 |
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| United Capital Financial Advisers | 132k | $20M | -6% | Sep 2023 |
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| Dynamic Advisors Solutions | 130k | $20M | 0% | Sep 2023 |
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| Hsbc Holdings | 130k | $20M | -1% | Sep 2023 |
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| Anchor Capital Advisors | 129k | $20M | 670% | Sep 2023 |
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| CX Institutional | 129k | $20M | 72% | Sep 2023 |
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| Fulton Bank, NA | 129k | $20M | -1% | Sep 2023 |
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| Equity Investment Corp Acquisition | 129k | $20M | -47% | Sep 2023 |
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| RMR Wealth Builders | 127k | $19M | 3% | Sep 2023 |
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| Capital Advisors | 127k | $19M | 0% | Sep 2023 |
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| Awm Capital | 126k | $19M | 0% | Sep 2023 |
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| PFW Advisors | 125k | $19M | 0% | Sep 2023 |
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| CB^T Wealth Management | 122k | $19M | 0% | Sep 2023 |
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| LWMG | 121k | $18M | 20% | Sep 2023 |
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| Pacific Sage Partners | 121k | $18M | -22% | Sep 2023 |
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| Atria Wealth Solutions | 119k | $18M | 12% | Sep 2023 |
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| Woodard & Co Asset Management Group | 117k | $18M | 32% | Sep 2023 |
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| Financial Counselors | 114k | $17M | -1% | Sep 2023 |
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| Wilbanks Smith & Thomas Asset Management | 114k | $17M | 2% | Sep 2023 |
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| CFS Investment Advisory Services | 112k | $17M | 21% | Sep 2023 |
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| HPM Partners | 112k | $17M | -39% | Sep 2023 |
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| Parkside Financial Bank & Trust | 110k | $17M | -4% | Sep 2023 |
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| FDx Advisors | 109k | $17M | -23% | Sep 2023 |
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| Diversified Trust Company | 108k | $16M | -12% | Sep 2023 |
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| Cambridge Investment Research Advisors | 104k | $16M | -49% | Sep 2023 |
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| Westwood Holdings | 95k | $14M | -59% | Sep 2023 |
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| Keel Point | 67k | $10M | -41% | Sep 2023 |
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| CI Investments | 33k | $5.0M | -91% | Sep 2023 |
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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 | Jun 2023 | 445k | $70M |
| Employees' Retirement Fund of the City of Fort Worth | Jun 2023 | 131k | $21M |