Who owns iShares Russell 1000 Value Index?

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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 50M $8.9B -11% Mar 2024
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Morgan Stanley 28M $5.0B -1% Mar 2024
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Goldman Sachs Group 16M $2.8B -1% Mar 2024
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FMR 10M $1.9B -7% Mar 2024
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Financial Engines Advisors L.L.C 9.8M $1.8B -4% Mar 2024
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Jpmorgan Chase & Co 9.7M $1.7B -2% Mar 2024
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UBS Group 7.1M $1.3B -5% Mar 2024
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Envestnet Asset Management 6.3M $1.1B 7% Mar 2024
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Wells Fargo & Company 4.5M $814M -7% Mar 2024
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Northern Trust 3.7M $663M 5% Mar 2024
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Baird Financial 3.7M $607M 1% Dec 2023
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M^T Bank Corporation 3.7M $656M 0% Mar 2024
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Raymond James & Associates 3.6M $651M 0% Mar 2024
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Pnc Financial Services 3.3M $591M 0% Mar 2024
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LPL Financial 3.2M $571M 19% Mar 2024
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Jasper Ridge Partners 2.5M $452M 17% Mar 2024
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BlackRock 2.3M $408M -10% Mar 2024
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Branch Banking & Trust Company 2.3M $408M -14% Mar 2024
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Commonwealth Equity Services 2.1M $379M 1% Mar 2024
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Royal Bank of Canada 2.0M $364M -13% Mar 2024
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GLOBALT Investments LLC / GA 2.0M $351M -2% Mar 2024
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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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Stifel Financial 1.7M $298M -16% Mar 2024
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Rockefeller Capital Management 1.3M $216M 0% Dec 2023
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Tiaa Trust, National Association 1.3M $227M -1% Mar 2024
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Cetera Investment Advisers 1.2M $219M 158% Mar 2024
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Citigroup 1.0M $186M -1% Mar 2024
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Ameriprise Financial 1.0M $186M 5% Mar 2024
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Stairway Partners 1.0M $184M 28% Mar 2024
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HighTower Advisors 999k $179M -3% Mar 2024
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Us Bancorp 994k $178M 1% Mar 2024
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Brian McDonald 990k $177M 2% Mar 2024
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Waldron 900k $161M -1% Mar 2024
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Raymond James Financial Services Advisors 853k $153M 0% Mar 2024
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Hackensack Meridian Health 826k $148M 0% Mar 2024
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Bank of New York Mellon 796k $143M 0% Mar 2024
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Commerce Bank N A 774k $139M -1% Mar 2024
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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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Alera Investment Advisors 744k $133M -9% Mar 2024
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Stephens 664k $119M -5% Mar 2024
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1st Source Bank 659k $118M 11% Mar 2024
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Johns Hopkins University 623k $112M 749% Mar 2024
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Circle Wealth Management 621k $103M 0% Dec 2023
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Mariner Wealth Advisors 562k $101M 1% Mar 2024
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Creative Planning 524k $94M 0% Mar 2024
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Bnp Paribas Arbitrage, Snc 510k $91M 1% Mar 2024
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CI Private Wealth 486k $87M 0% Mar 2024
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Advisor Group Holdings 478k $86M -32% Mar 2024
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Modera Wealth Management 462k $83M -2% Mar 2024
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Strategic Wealth Partners 438k $78M 3% Mar 2024
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Northwestern Mutual Wealth Management Company 427k $77M -24% Mar 2024
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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 379k $68M -1% Mar 2024
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MV Capital Management 377k $68M -1% Mar 2024
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Captrust Financial Advisors 377k $68M 9% Mar 2024
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Landaas & Co 361k $65M 2% Mar 2024
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Stephens Group Asset Management 361k $65M 1% Mar 2024
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Pathstone Holdings 355k $64M 7% Mar 2024
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Rsm Us Wealth Management 341k $61M -2% Mar 2024
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Colony 334k $60M 511% Mar 2024
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Cullen Frost Bankers 329k $59M -1% Mar 2024
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Private Advisor 327k $59M -1% Mar 2024
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EP Wealth Advisors 323k $53M 291% Dec 2023
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MAI Wealth Advisors 303k $54M 20% Mar 2024
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Intl Fcstone 302k $54M 2% Mar 2024
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First Business Financial Services 288k $52M 1% Mar 2024
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Brown Advisory Holdings Incorporated 288k $52M -6% Mar 2024
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GW & Wade 281k $46M -3% Dec 2023
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Thrivent Financial for Lutherans 263k $47M -9% Mar 2024
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Twin Tree Management 254k $46M 100% Mar 2024
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Wind River Trust 253k $45M 0% Mar 2024
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FSA Wealth Management 249k $45M 3% Mar 2024
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Moneta Group Investment Advisors 249k $41M 2% Dec 2023
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Gainplan 248k $44M 100% Mar 2024
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Flaharty Asset Management 244k $40M 0% Dec 2023
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Steward Partners Investment Advisory 240k $43M -1% Mar 2024
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Bridges Investment Management 240k $43M 2% Mar 2024
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Badgley Phelps Wealth Managers 225k $40M -34% Mar 2024
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Brandywine Global Investment Management 224k $40M -6% Mar 2024
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Franklin Resources 220k $39M 527% Mar 2024
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Nadler Financial 218k $39M 0% Mar 2024
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Relyea Zuckerberg Hanson 218k $39M 2% Mar 2024
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Kovitz Investment Group Partners 217k $39M 11190% Mar 2024
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Paulson Wealth Management 212k $38M 8% Mar 2024
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Comprehensive Financial Management 210k $38M 0% Mar 2024
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Mesirow Financial Investment Management International Equity 210k $38M 100% Mar 2024
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William Blair $ Company 208k $37M 1% Mar 2024
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FTB Advisors 206k $37M -6% Mar 2024
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Mission Wealth Management 202k $36M 3% Mar 2024
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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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JNB Advisors 197k $35M 15% Mar 2024
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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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Susquehanna International 189k $34M -2% Mar 2024
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Congress Wealth Management LLC / DE / 189k $34M 3% Mar 2024
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Jmac Enterprises 187k $34M 10% Mar 2024
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HPM Partners 187k $34M -77% Mar 2024
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Johnson Financial Group 187k $31M 102% Dec 2023
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Janney Montgomery Scott 182k $33M -26% Mar 2024
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Mercer Global Advisors 177k $33M -54% Mar 2024
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TRUE Private Wealth Advisors 175k $31M 6% Mar 2024
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Kestra Advisory Services 175k $29M 2% Dec 2023
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LBJ Family Wealth Advisors 170k $28M -1% Dec 2023
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Atlantic Trust 167k $30M 0% Mar 2024
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American Century Companies 165k $30M -73% Mar 2024
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Envestnet Portfolio Solutions 164k $29M -29% Mar 2024
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Pinnacle Financial Partners 162k $29M -5% Mar 2024
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Citadel Advisors 157k $28M -7% Mar 2024
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HB Wealth Management 157k $28M -2% Mar 2024
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LWMG 151k $27M 5% Mar 2024
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Keybank National Association 150k $27M -4% Mar 2024
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Amg National Trust Bank 143k $26M 0% Mar 2024
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Waterloo Capital 142k $25M 217% Mar 2024
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Beirne Wealth Consulting Services 141k $25M 39% Mar 2024
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Global Assets Advisory 138k $774k 100% Mar 2024
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Covenant Partners 137k $25M 0% Mar 2024
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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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Relative Value Partners 133k $22M 0% Mar 2024
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Savant Capital Management 133k $24M -1% Mar 2024
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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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Cambridge Investment Research Advisors 129k $23M 0% Mar 2024
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Crestone Asset Management 127k $23M -1% Mar 2024
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Fulton Bank, NA 127k $23M 0% Mar 2024
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Warren Averett Asset Management 126k $23M -6% Mar 2024
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Bank Of Montreal 126k $23M -3% 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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Woodard & Co Asset Management Group 118k $21M -1% Mar 2024
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Awm Capital 117k $21M -6% Mar 2024
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Wilbanks Smith & Thomas Asset Management 114k $20M 0% Mar 2024
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Financial Counselors 113k $20M -6% Mar 2024
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Principal Financial Group 109k $20M 25% Mar 2024
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Sawtooth Asset Management 108k $18M 39% Dec 2023
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Parkside Financial Bank & Trust 106k $19M -2% Mar 2024
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TruWealth Advisors 105k $19M 6% Mar 2024
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Lincoln National 103k $18M 1% Mar 2024
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Simplicity Wealth 102k $18M 515% Mar 2024
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Atria Wealth Solutions 101k $18M -11% Mar 2024
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United Capital Financial Advisers 100k $18M -3% Mar 2024
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Buckingham Asset Management 100k $18M 10% Mar 2024
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FDx Advisors 92k $17M -15% Mar 2024
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Bleakley Financial Group 83k $15M -22% Mar 2024
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Goss Wealth Management 82k $15M -45% Mar 2024
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New York Life Investment Management 81k $15M -28% Mar 2024
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Massachusetts Financial Services 79k $14M -79% Mar 2024
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Nuveen Asset Management 75k $13M -66% Mar 2024
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Equity Investment Corp Acquisition 72k $13M -71% Mar 2024
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Gts Securities 71k $13M -31% Mar 2024
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Orion Portfolio Solutions 66k $12M -59% Mar 2024
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Neuberger Berman Group 55k $9.8M -63% Mar 2024
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Robeco Investment Management 54k $9.3M -64% Mar 2024
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Caisse de depot et placement du Quebec 50k $8.3M -50% Dec 2023
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Zacks Investment Management 41k $7.4M -88% Mar 2024
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Cambiar Investors 41k $7.3M -78% Mar 2024
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Callan Family Office 40k $7.2M -73% Mar 2024
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O'shaughnessy Asset Management 38k $6.7M -72% Mar 2024
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Eastern Bank 14k $2.5M -95% Mar 2024
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Vantagepoint Investment Advisers 12k $2.2M -88% Mar 2024
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Who sold out of iShares Russell 1000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
UNC Management Company Dec 2023 685k $113M
Financial Network Investment Corporation Sep 2023 437k $66M
Multi-Financial Securities Sep 2023 300k $46M
Diamond Hill Capital Management Dec 2023 222k $37M
Coho Partners Dec 2023 164k $27M
Cullen Capital Management Dec 2023 127k $21M