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
Download as csv
Download as Excel
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 | 50M | $8.8B | 1% | Jun 2024 |
|
| Morgan Stanley | 33M | $5.7B | 17% | Jun 2024 |
|
| Goldman Sachs Group | 16M | $2.8B | 2% | Jun 2024 |
|
| Jpmorgan Chase & Co | 9.0M | $1.6B | -7% | Jun 2024 |
|
| Envestnet Asset Management | 6.3M | $1.1B | 1% | Jun 2024 |
|
| Wells Fargo & Company | 4.6M | $799M | 1% | Jun 2024 |
|
| M^T Bank Corporation | 3.6M | $636M | 0% | Jun 2024 |
|
| Raymond James & Associates | 3.6M | $636M | 0% | Jun 2024 |
|
| LPL Financial | 3.3M | $571M | 3% | Jun 2024 |
|
| Pnc Financial Services | 3.2M | $565M | -2% | Jun 2024 |
|
| Synovus Financial Corp. | 2.8M | $491M | 1% | Jun 2024 |
|
| BlackRock | 2.4M | $427M | 8% | Jun 2024 |
|
| Jasper Ridge Partners | 2.4M | $426M | -3% | Jun 2024 |
|
| Branch Banking & Trust Company | 2.3M | $396M | 0% | Jun 2024 |
|
| Commonwealth Equity Services | 2.1M | $368M | 0% | Jun 2024 |
|
| Royal Bank of Canada | 2.0M | $353M | 0% | Jun 2024 |
|
| GLOBALT Investments LLC / GA | 2.0M | $343M | 0% | Jun 2024 |
|
| Stifel Financial | 1.9M | $327M | 13% | Jun 2024 |
|
| Alliancebernstein | 1.8M | $311M | -4% | Jun 2024 |
|
| Tiaa Trust, National Association | 1.2M | $217M | -2% | Jun 2024 |
|
| Stairway Partners | 1.2M | $226M | 14% | Sep 2024 |
|
| Cetera Investment Advisers | 1.1M | $196M | -8% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 1.1M | $196M | 32% | Jun 2024 |
|
| Brian McDonald | 1.0M | $176M | 2% | Jun 2024 |
|
| Rockefeller Capital Management | 1.0M | $175M | -6% | Jun 2024 |
|
| Citigroup | 999k | $174M | -4% | Jun 2024 |
|
| Us Bancorp | 985k | $172M | -1% | Jun 2024 |
|
| HighTower Advisors | 953k | $166M | -5% | Jun 2024 |
|
| Waldron | 894k | $156M | -1% | Jun 2024 |
|
| Bank of New York Mellon | 867k | $151M | 9% | Jun 2024 |
|
| Hackensack Meridian Health | 826k | $144M | 0% | Jun 2024 |
|
| Commerce Bank N A | 772k | $135M | 0% | Jun 2024 |
|
| Oakworth Capital | 754k | $132M | 1% | Jun 2024 |
|
| Colony | 687k | $120M | 105% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 667k | $116M | -11% | Jun 2024 |
|
| 1st Source Bank | 665k | $116M | 1% | Jun 2024 |
|
| Kovitz Investment Group Partners | 662k | $116M | 205% | Jun 2024 |
|
| Stephens | 662k | $116M | 0% | Jun 2024 |
|
| Johns Hopkins University | 623k | $109M | 0% | Jun 2024 |
|
| Natixis Asset Management Advisors | 614k | $107M | 669% | Jun 2024 |
|
| Circle Wealth Management | 611k | $107M | 0% | Jun 2024 |
|
| Franklin Resources | 610k | $106M | 177% | Jun 2024 |
|
| Assetmark | 577k | $101M | 1407312% | Jun 2024 |
|
| Creative Planning | 521k | $91M | -1% | Jun 2024 |
|
| Mariner Wealth Advisors | 508k | $89M | -10% | Jun 2024 |
|
| Pathstone Holdings | 498k | $87M | 40% | Jun 2024 |
|
| CI Private Wealth | 478k | $83M | -2% | Jun 2024 |
|
| Modera Wealth Management | 460k | $80M | -1% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 425k | $74M | -1% | Jun 2024 |
|
| Equitable Holdings | 421k | $74M | -12% | Jun 2024 |
|
| Strategic Financial Concepts | 415k | $36M | 17863% | Jun 2024 |
|
| Cedar Mountain Advisors | 409k | $71M | 1% | Jun 2024 |
|
| Geller Family Office Services | 380k | $66M | 10% | Jun 2024 |
|
| MV Capital Management | 377k | $66M | 0% | Jun 2024 |
|
| Rsm Us Wealth Management | 376k | $65M | 10% | Jun 2024 |
|
| Fifth Third Bancorp | 376k | $66M | -7% | Jun 2024 |
|
| Mml Investors Services | 375k | $66M | -1% | Jun 2024 |
|
| Cassaday & Co Wealth Management | 372k | $65M | -2% | Jun 2024 |
|
| Captrust Financial Advisors | 367k | $64M | -3% | Jun 2024 |
|
| Stephens Group Asset Management | 359k | $63M | 0% | Jun 2024 |
|
| Cullen Frost Bankers | 329k | $57M | 0% | Jun 2024 |
|
| Private Advisor | 329k | $57M | 1% | Jun 2024 |
|
| Moneta Group Investment Advisors | 321k | $56M | 2% | Jun 2024 |
|
| EP Wealth Advisors | 312k | $54M | -1% | Jun 2024 |
|
| Intl Fcstone | 311k | $54M | 3% | Jun 2024 |
|
| MAI Wealth Advisors | 306k | $53M | 1% | Jun 2024 |
|
| Nuveen Asset Management | 305k | $53M | 309% | Jun 2024 |
|
| River Road Asset Management | 303k | $53M | 100% | Jun 2024 |
|
| Brown Advisory Holdings Incorporated | 294k | $51M | 2% | Jun 2024 |
|
| First Business Financial Services | 287k | $50M | 0% | Jun 2024 |
|
| CFS Investment Advisory Services | 281k | $49M | 100% | Jun 2024 |
|
| Wind River Trust | 253k | $44M | 0% | Jun 2024 |
|
| Steward Partners Investment Advisory | 245k | $43M | 2% | Jun 2024 |
|
| Flaharty Asset Management | 232k | $41M | 1% | Jun 2024 |
|
| Relyea Zuckerberg Hanson | 222k | $39M | 2% | Jun 2024 |
|
| Nadler Financial | 221k | $39M | 1% | Jun 2024 |
|
| William Blair $ Company | 218k | $38M | 5% | Jun 2024 |
|
| Kestra Advisory Services | 215k | $36M | 1% | Jun 2024 |
|
| Hartland & Co | 215k | $38M | 1174% | Jun 2024 |
|
| Paulson Wealth Management | 215k | $37M | 1% | Jun 2024 |
|
| Brandywine Global Investment Management | 213k | $37M | -5% | Jun 2024 |
|
| Susquehanna International | 213k | $37M | 13% | Jun 2024 |
|
| Comprehensive Financial Management | 210k | $37M | 0% | Jun 2024 |
|
| Mesirow Financial Investment Management International Equity | 208k | $36M | -1% | Jun 2024 |
|
| Regions Bank | 201k | $35M | 2% | Jun 2024 |
|
| FTB Advisors | 200k | $35M | -3% | Jun 2024 |
|
| Massey, Quick & Co | 196k | $34M | -3% | Jun 2024 |
|
| JNB Advisors | 195k | $34M | -1% | Jun 2024 |
|
| Jmac Enterprises | 193k | $34M | 3% | Jun 2024 |
|
| German American Bancorp | 191k | $33M | -2% | Jun 2024 |
|
| HPM Partners | 189k | $33M | 1% | Jun 2024 |
|
| Alera Investment Advisors | 184k | $32M | -75% | Jun 2024 |
|
| Mission Wealth Management | 183k | $32M | -9% | Jun 2024 |
|
| Janney Montgomery Scott | 183k | $32M | 0% | Jun 2024 |
|
| Mercer Global Advisors | 183k | $32M | 3% | Jun 2024 |
|
| LWMG | 180k | $34M | 8% | Sep 2024 |
|
| LBJ Family Wealth Advisors | 172k | $31M | 0% | Sep 2024 |
|
| TRUE Private Wealth Advisors | 171k | $30M | -3% | Jun 2024 |
|
| Envestnet Portfolio Solutions | 170k | $30M | 4% | Jun 2024 |
|
| Atlantic Trust | 165k | $29M | -2% | Jun 2024 |
|
| Pinnacle Financial Partners | 160k | $28M | -1% | Jun 2024 |
|
| Hsbc Holdings | 158k | $28M | 17% | Jun 2024 |
|
| HB Wealth Management | 157k | $27M | 0% | Jun 2024 |
|
| New York Life Investment Management | 156k | $27M | 93% | Jun 2024 |
|
| SG Americas Securities | 150k | $29M | 281% | Sep 2024 |
|
| Beirne Wealth Consulting Services | 150k | $26M | 6% | Jun 2024 |
|
| Amg National Trust Bank | 148k | $26M | 3% | Jun 2024 |
|
| Keybank National Association | 146k | $26M | -3% | Jun 2024 |
|
| American Century Companies | 144k | $25M | -13% | Jun 2024 |
|
| RMR Wealth Builders | 136k | $24M | 0% | Jun 2024 |
|
| Waterloo Capital | 135k | $24M | -4% | Jun 2024 |
|
| Savant Capital Management | 135k | $24M | 2% | Jun 2024 |
|
| Dynamic Advisors Solutions | 134k | $25M | -1% | Sep 2024 |
|
| Covenant Partners | 133k | $23M | -3% | Jun 2024 |
|
| Capital Advisors | 132k | $23M | 1% | Jun 2024 |
|
| Woodard & Co Asset Management Group | 132k | $23M | 12% | Jun 2024 |
|
| Gainplan | 130k | $23M | 0% | Sep 2024 |
|
| Pacific Sage Partners | 130k | $23M | 8% | Jun 2024 |
|
| CX Institutional | 130k | $23M | 0% | Jun 2024 |
|
| CB^T Wealth Management | 127k | $22M | 5% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 127k | $22M | -1% | Jun 2024 |
|
| Caisse de depot et placement du Quebec | 125k | $22M | 100% | Jun 2024 |
|
| PFW Advisors | 122k | $21M | -2% | Jun 2024 |
|
| Td Private Client Wealth | 119k | $21M | -4% | Jun 2024 |
|
| Massachusetts Financial Services | 115k | $20M | 46% | Jun 2024 |
|
| Awm Capital | 115k | $20M | -1% | Jun 2024 |
|
| Fulton Bank, NA | 114k | $22M | -4% | Sep 2024 |
|
| Financial Counselors | 113k | $20M | 1% | Jun 2024 |
|
| Principal Financial Group | 111k | $19M | 2% | Jun 2024 |
|
| TruWealth Advisors | 109k | $19M | 3% | Jun 2024 |
|
| Parkside Financial Bank & Trust | 103k | $18M | -3% | Jun 2024 |
|
| BTC Capital Management | 101k | $18M | 1% | Jun 2024 |
|
| Simplicity Wealth | 101k | $18M | -1% | Jun 2024 |
|
| Goss Wealth Management | 99k | $17M | 20% | Jun 2024 |
|
| Atria Wealth Solutions | 98k | $17M | -3% | Jun 2024 |
|
| Sanctuary Advisors | 98k | $17M | 100% | Jun 2024 |
|
| Buckingham Asset Management | 98k | $17M | -2% | Jun 2024 |
|
| United Capital Financial Advisers | 97k | $17M | -4% | Jun 2024 |
|
| Venture Visionary Partners | 95k | $17M | 0% | Jun 2024 |
|
| Fundamentun | 94k | $16M | -1% | Jun 2024 |
|
| Lindbrook Capital | 93k | $16M | -4% | Jun 2024 |
|
| GHP Investment Advisors | 92k | $16M | 0% | Jun 2024 |
|
| Westwood Holdings | 90k | $16M | -1% | Jun 2024 |
|
| FDx Advisors | 89k | $16M | -4% | Jun 2024 |
|
| Sontag Advisory | 86k | $15M | -3% | Jun 2024 |
|
| Hirtle Callaghan & Co | 86k | $15M | 0% | Jun 2024 |
|
| Noble Family Wealth | 85k | $15M | 0% | Jun 2024 |
|
| Beacon Pointe Advisors | 84k | $15M | 18% | Jun 2024 |
|
| Integrated Investment Consultants | 84k | $15M | 0% | Jun 2024 |
|
| Cambiar Investors | 80k | $14M | 95% | Jun 2024 |
|
| Raymond James Trust | 80k | $14M | 0% | Jun 2024 |
|
| Bleakley Financial Group | 80k | $14M | -3% | Jun 2024 |
|
| Johnson Financial Group | 80k | $14M | -56% | Jun 2024 |
|
| Country Club Bank | 77k | $14M | -4% | Jun 2024 |
|
| Carolinas Wealth Consulting | 74k | $13M | -10% | Jun 2024 |
|
| Mill Creek Capital Advisors | 33k | $5.7M | -60% | Jun 2024 |
|
| Citadel Advisors | 29k | $5.1M | -81% | Jun 2024 |
|
| Adviser Investments | 17k | $2.9M | -81% | Jun 2024 |
|
| Cm Wealth Advisors | 4.0k | $696k | -96% | Jun 2024 |
|
| Relative Value Partners | 3.4k | $585k | -97% | Jun 2024 |
|
| Bnp Paribas Arbitrage, Snc | 65.00 | $11k | -100% | Jun 2024 |
|
Who sold out of iShares Russell 1000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Twin Tree Management | Mar 2024 | 254k | $46M |
| Global Assets Advisory | Mar 2024 | 138k | $774k |
| Crestone Asset Management | Mar 2024 | 127k | $23M |
| Lincoln National | Mar 2024 | 103k | $18M |