Who owns iShares Russell 1000 Value Index?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 45M $11B -3% Jun 2026
 View chart
Morgan Stanley 42M $9.1B 6% Mar 2026
 View chart
Goldman Sachs Group 12M $2.8B -1% Jun 2026
 View chart
FMR 8.9M $2.2B -4% Jun 2026
 View chart
Ameriprise Financial 8.6M $2.1B 625% Jun 2026
 View chart
Jpmorgan Chase & Co 8.5M $2.1B 100% Jun 2026
 View chart
Financial Engines Advisors L.L.C 7.9M $1.9B -2% Jun 2026
 View chart
Envestnet Asset Management 6.7M $1.6B -2% Jun 2026
 View chart
UBS Group 6.3M $1.5B -12% Jun 2026
 View chart
Baird Financial 6.2M $1.5B 3% Jun 2026
 View chart
Wells Fargo & Company 5.7M $1.4B 13% Jun 2026
 View chart
Raymond James Financial 5.2M $1.3B -5% Jun 2026
 View chart
Northern Trust 4.2M $1.0B -19% Jun 2026
 View chart
LPL Financial 4.0M $980M -6% Jun 2026
 View chart
M^T Bank Corporation 3.8M $920M 0% Jun 2026
 View chart
Pnc Financial Services 3.4M $827M 1% Jun 2026
 View chart
Pinnacle Financial Partners 3.3M $790M 0% Jun 2026
 View chart
Prudential Financial 3.1M $753M -17% Jun 2026
 View chart
Jones Financial Companies, L.L 2.7M $660M 3% Jun 2026
 View chart
Royal Bank of Canada 2.2M $530M -1% Jun 2026
 View chart
Branch Banking & Trust Company 2.1M $520M -1% Jun 2026
 View chart
Jasper Ridge Partners 2.0M $496M -17% Jun 2026
 View chart
Stifel Financial 1.8M $442M 24% Jun 2026
 View chart
GLOBALT Investments LLC / GA 1.7M $416M -2% Jun 2026
 View chart
Commonwealth Equity Services 1.6M $388M 0% Jun 2026
 View chart
Rockefeller Capital Management 1.5M $372M 0% Jun 2026
 View chart
Colony 1.4M $343M 0% Jun 2026
 View chart
Stairway Partners 1.3M $323M 0% Jun 2026
 View chart
71 West Capital Partners 1.3M $317M 3% Jun 2026
 View chart
Cetera Investment Advisers 1.2M $302M 1% Jun 2026
 View chart
Natixis Asset Management Advisors 1.2M $288M -7% Jun 2026
 View chart
Fifth Third Bancorp 1.2M $279M -3% Jun 2026
 View chart
Citigroup 1.1M $235M 100% Mar 2026
 View chart
Tiaa-cref Individual & Institutional Services 1.1M $265M 3% Jun 2026
 View chart
HighTower Advisors 1.0M $253M -4% Jun 2026
 View chart
Oakworth Capital 878k $213M 2% Jun 2026
 View chart
Waldron 853k $207M -2% Jun 2026
 View chart
HPM Partners 848k $206M 4% Jun 2026
 View chart
OpenArc Corporate Advisory 807k $196M 8% Jun 2026
 View chart
Us Bancorp 793k $192M -4% Jun 2026
 View chart
Bank of New York Mellon 787k $191M -13% Jun 2026
 View chart
Advisor Group Holdings 786k $191M 10% Jun 2026
 View chart
Victory Capital Management 742k $180M -5% Jun 2026
 View chart
Brown Advisory Holdings Incorporated 731k $177M -1% Jun 2026
 View chart
Dynasty Wealth Management 726k $176M 10% Jun 2026
 View chart
Circle Wealth Management 673k $163M 0% Jun 2026
 View chart
Commerce Bank N A 664k $161M -6% Jun 2026
 View chart
Franklin Resources 663k $161M -72% Jun 2026
 View chart
TIAA Wealth Investment Management 636k $154M -2% Jun 2026
 View chart
1st Source Bank 632k $153M 2% Jun 2026
 View chart
Stephens 594k $144M 2% Jun 2026
 View chart
Creative Planning 509k $123M -5% Jun 2026
 View chart
Wealth Enhancement Advisory Services 494k $122M 100% Jun 2026
 View chart
Pathstone Holdings 481k $117M 2% Jun 2026
 View chart
Captrust Financial Advisors 462k $112M 6% Jun 2026
 View chart
Mariner Wealth Advisors 454k $110M -5% Jun 2026
 View chart
CI Private Wealth 446k $108M -43% Jun 2026
 View chart
Cullen Frost Bankers 443k $107M 2% Jun 2026
 View chart
Stephens Group Asset Management 428k $104M -1% Jun 2026
 View chart
Northwestern Mutual Wealth Management Company 415k $101M -10% Jun 2026
 View chart
Cassaday & Co Wealth Management 408k $99M -3% Jun 2026
 View chart
Rsm Us Wealth Management 405k $98M 0% Jun 2026
 View chart
Marquette Asset Management 398k $96M 1% Jun 2026
 View chart
Cedar Mountain Advisors 395k $96M 0% Jun 2026
 View chart
Warren Averett Asset Management 393k $95M 44% Jun 2026
 View chart
Landaas & Co 385k $93M 3% Jun 2026
 View chart
MAI Wealth Advisors 383k $93M 6% Jun 2026
 View chart
Steward Partners Investment Advisory 382k $93M 0% Jun 2026
 View chart
Intl Fcstone 365k $88M 2% Jun 2026
 View chart
Alliancebernstein 363k $78M 77% Jun 2026
 View chart
Bank of Nova Scotia 361k $87M -15% Jun 2026
 View chart
Modera Wealth Management 359k $87M -1% Jun 2026
 View chart
Moneta Group Investment Advisors 353k $86M -1% Jun 2026
 View chart
BlackRock 338k $82M -47% Jun 2026
 View chart
MV Capital Management 332k $81M -3% Jun 2026
 View chart
Cresset Asset Management 328k $80M 1% Jun 2026
 View chart
Thrivent Financial for Lutherans 321k $78M -5% Jun 2026
 View chart
EP Wealth Advisors 320k $78M 6% Jun 2026
 View chart
Nuveen 319k $77M 87% Jun 2026
 View chart
Private Advisor 310k $75M -7% Jun 2026
 View chart
Bnp Paribas Arbitrage, Snc 307k $74M -62% Jun 2026
 View chart
Mml Investors Services 304k $74M -24% Jun 2026
 View chart
Lido Advisors 285k $69M -8% Jun 2026
 View chart
Bank Of Montreal 283k $60M 100% Mar 2026
 View chart
Caisse de depot et placement du Quebec 282k $68M 100% Jun 2026
 View chart
Beirne Wealth Consulting Services 272k $66M 195% Jun 2026
 View chart
Janney Montgomery Scott 270k $65M -1% Jun 2026
 View chart
First Business Financial Services 266k $64M 0% Jun 2026
 View chart
Mission Wealth Management 266k $64M 18% Jun 2026
 View chart
Beacon Pointe Advisors 262k $63M -23% Jun 2026
 View chart
Badgley Phelps Wealth Managers 260k $63M 3% Jun 2026
 View chart
SMI Advisory Services 256k $63M -5% Jun 2026
 View chart
Bridges Investment Management 254k $62M -1% Jun 2026
 View chart
Paulson Wealth Management 254k $62M -7% Jun 2026
 View chart
HB Wealth Management 244k $59M 3% Jun 2026
 View chart
Mercer Global Advisors 244k $59M 6% Jun 2026
 View chart
Equity Investment Corp Acquisition 241k $59M -40% Jun 2026
 View chart
William Blair $ Company 233k $57M -10% Jun 2026
 View chart
Kestra Private Wealth Services 229k $56M 4% Jun 2026
 View chart
Concurrent Investment Advisors 223k $54M 18% Jun 2026
 View chart
CIBC Bancorp USA 221k $54M 16% Jun 2026
 View chart
Relyea Zuckerberg Hanson 216k $52M 4% Jun 2026
 View chart
Americana Partners 214k $52M 0% Jun 2026
 View chart
AQR Capital Management 212k $51M 9% Jun 2026
 View chart
Comprehensive Financial Management 210k $51M 0% Jun 2026
 View chart
Wind River Trust 207k $50M -10% Jun 2026
 View chart
Legacy Edge Advisors 207k $50M -7% Jun 2026
 View chart
Mesirow Financial Investment Management International Equity 197k $48M -5% Jun 2026
 View chart
Bryn Mawr Trust 188k $46M 10% Jun 2026
 View chart
Kestra Advisory Services 184k $45M 3% Jun 2026
 View chart
Saudi Central Bank 178k $44M 0% Jun 2026
 View chart
Regions Bank 172k $42M -3% Jun 2026
 View chart
CB^T Wealth Management 167k $41M 1% Jun 2026
 View chart
Prospera Financial Services 166k $40M -8% Jun 2026
 View chart
CFS Investment Advisory Services 166k $41M -7% Jun 2026
 View chart
SRS Capital Advisors 165k $40M 60% Jun 2026
 View chart
Pacific Sage Partners 164k $40M 6% Jun 2026
 View chart
American Century Companies 159k $39M -29% Jun 2026
 View chart
Quantinno Capital Management 156k $38M 18% Jun 2026
 View chart
Midwest Trust 156k $38M -1% Jun 2026
 View chart
Ellenbecker Investment Group 156k $38M 6% Jun 2026
 View chart
LBJ Family Wealth Advisors 155k $38M -1% Jun 2026
 View chart
Hsbc Holdings 152k $37M 0% Jun 2026
 View chart
Savant Capital Management 147k $36M 6% Jun 2026
 View chart
Proathlete Wealth Management 147k $36M -4% Jun 2026
 View chart
Silvercrest Asset Management Group 145k $35M -1% Jun 2026
 View chart
Objectivity Squared 145k $35M 1% Jun 2026
 View chart
Cordatus Wealth Management 145k $35M -8% Jun 2026
 View chart
Jmac Enterprises 144k $35M 0% Jun 2026
 View chart
Equitable Holdings 140k $34M -59% Jun 2026
 View chart
Keybank National Association 139k $34M -3% Jun 2026
 View chart
Sanctuary Advisors 139k $34M -5% Jun 2026
 View chart
Claro Advisors 138k $34M 8% Jun 2026
 View chart
Citadel Advisors 137k $33M 106% Jun 2026
 View chart
RMR Wealth Builders 137k $33M 0% Jun 2026
 View chart
Sylvest Advisors 132k $32M 8% Jun 2026
 View chart
Massachusetts Financial Services 129k $31M -52% Jun 2026
 View chart
Capital Advisors 129k $31M 2% Jun 2026
 View chart
Robeco Investment Management 128k $31M -37% Jun 2026
 View chart
Lwm Advisors 128k $31M 2% Jun 2026
 View chart
Adviser Investments 127k $31M 381% Jun 2026
 View chart
Cambridge Investment Research Advisors 127k $31M 3% Jun 2026
 View chart
Massey, Quick & Co 124k $30M -11% Jun 2026
 View chart
Westwood Holdings 123k $30M -21% Jun 2026
 View chart
TruWealth Advisors 123k $26M 1% Mar 2026
 View chart
Modern Wealth Management 122k $30M 2024% Jun 2026
 View chart
First Horizon National Corp 122k $30M -2% Jun 2026
 View chart
Amg National Trust Bank 122k $30M -7% Jun 2026
 View chart
Susquehanna International 121k $29M -14% Jun 2026
 View chart
Ryan Investment Management 120k $29M 7% Jun 2026
 View chart
CX Institutional 118k $29M -2% Jun 2026
 View chart
Hartland & Co 118k $29M -29% Jun 2026
 View chart
Goss Wealth Management 117k $28M -4% Jun 2026
 View chart
Cambiar Investors 58k $14M -59% Jun 2026
 View chart
Ieq Capital 58k $14M -64% Jun 2026
 View chart
Hanson McClain Advisors 44k $11M -86% Jun 2026
 View chart
Kayne Anderson Rudnick Investment Management 42k $10M -85% Jun 2026
 View chart
Two Sigma Investments 39k $9.5M -88% Jun 2026
 View chart
Flaharty Asset Management 9.1k $2.2M -93% Jun 2026
 View chart

Who sold out of iShares Russell 1000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Elliott Investment Management Mar 2026 1.0M $214M
Pacific Life Fund Advisors Mar 2026 804k $172M
River Road Asset Management Mar 2026 121k $26M