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 | 50M | $8.9B | -11% | Mar 2024 |
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| Morgan Stanley | 28M | $5.0B | 100% | Mar 2024 |
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| Goldman Sachs Group | 16M | $2.8B | -1% | Mar 2024 |
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| FMR | 10M | $1.9B | 100% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 9.8M | $1.8B | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 9.7M | $1.7B | -2% | Mar 2024 |
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| Jones Financial Companies, L.L | 8.4M | $1.5B | -4% | 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 | 100% | Mar 2024 |
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| Wells Fargo & Company | 4.5M | $814M | -7% | Mar 2024 |
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| Northern Trust | 3.7M | $663M | 100% | Mar 2024 |
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| Baird Financial | 3.7M | $662M | 1% | Mar 2024 |
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| M^T Bank Corporation | 3.7M | $656M | 0% | Mar 2024 |
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| Raymond James & Associates | 3.6M | $636M | 0% | Jun 2024 |
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| Pnc Financial Services | 3.3M | $591M | 0% | Mar 2024 |
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| LPL Financial | 3.2M | $571M | 100% | Mar 2024 |
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| Synovus Financial Corp. | 2.8M | $502M | 1% | Mar 2024 |
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| Jasper Ridge Partners | 2.5M | $452M | 17% | Mar 2024 |
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| BlackRock | 2.3M | $408M | 100% | 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 | $332M | -4% | Mar 2024 |
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| Stifel Financial | 1.7M | $298M | -16% | Mar 2024 |
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| Prudential Financial | 1.5M | $273M | 13% | Mar 2024 |
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| Tiaa Trust, National Association | 1.3M | $227M | -1% | Mar 2024 |
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| Cetera Investment Advisers | 1.2M | $219M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.1M | $196M | 32% | Jun 2024 |
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| Rockefeller Capital Management | 1.1M | $191M | -18% | Mar 2024 |
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| Stairway Partners | 1.0M | $183M | 2% | Jun 2024 |
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| Citigroup | 1.0M | $186M | -1% | Mar 2024 |
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| Ameriprise Financial | 1.0M | $186M | 100% | 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 | 100% | Mar 2024 |
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| Waldron | 900k | $161M | -1% | Mar 2024 |
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| Bank of New York Mellon | 867k | $151M | 9% | Jun 2024 |
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| Hackensack Meridian Health | 826k | $148M | 0% | Mar 2024 |
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| Commerce Bank N A | 774k | $139M | -1% | Mar 2024 |
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| Oakworth Capital | 754k | $132M | 1% | Jun 2024 |
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| Alera Investment Advisors | 744k | $133M | -9% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 667k | $116M | -11% | Jun 2024 |
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| Stephens | 664k | $119M | 100% | Mar 2024 |
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| 1st Source Bank | 659k | $118M | 11% | Mar 2024 |
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| Johns Hopkins University | 623k | $112M | 100% | Mar 2024 |
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| Circle Wealth Management | 611k | $110M | -2% | Mar 2024 |
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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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| Equitable Holdings | 478k | $86M | 1% | 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 | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 427k | $77M | 100% | Mar 2024 |
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| Cedar Mountain Advisors | 409k | $71M | 1% | Jun 2024 |
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| Bank of Nova Scotia | 383k | $69M | -5% | Mar 2024 |
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| Mml Investors Services | 380k | $68M | -5% | Mar 2024 |
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| Cassaday & Co Wealth Management | 379k | $68M | -1% | Mar 2024 |
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| Cresset Asset Management | 378k | $68M | -69% | 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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| Fifth Third Bancorp | 376k | $66M | -7% | Jun 2024 |
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| Landaas & Co | 361k | $65M | 2% | Mar 2024 |
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| Stephens Group Asset Management | 359k | $63M | 0% | Jun 2024 |
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| Pathstone Holdings | 355k | $64M | 7% | Mar 2024 |
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| Geller Family Office Services | 346k | $62M | -12% | 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 | 316k | $57M | -2% | Mar 2024 |
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| River Road Asset Management | 303k | $53M | 100% | Jun 2024 |
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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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| Thrivent Financial for Lutherans | 263k | $47M | 100% | 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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| 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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| Flaharty Asset Management | 231k | $41M | -5% | 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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| Relyea Zuckerberg Hanson | 222k | $39M | 2% | Jun 2024 |
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| Nadler Financial | 221k | $39M | 1% | Jun 2024 |
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| Franklin Resources | 220k | $39M | 527% | Mar 2024 |
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| Kovitz Investment Group Partners | 217k | $39M | 11190% | Mar 2024 |
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| Paulson Wealth Management | 215k | $37M | 1% | Jun 2024 |
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| Kestra Advisory Services | 213k | $38M | 22% | Mar 2024 |
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| Comprehensive Financial Management | 210k | $38M | 0% | Mar 2024 |
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| William Blair $ Company | 208k | $37M | 1% | 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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| FTB Advisors | 200k | $35M | -3% | Jun 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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| German American Bancorp | 194k | $35M | 1% | Mar 2024 |
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| Susquehanna International | 189k | $34M | 100% | 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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| Janney Montgomery Scott | 183k | $32M | 0% | Jun 2024 |
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| Johnson Financial Group | 182k | $33M | -2% | Mar 2024 |
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| Mercer Global Advisors | 177k | $33M | -54% | Mar 2024 |
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| LBJ Family Wealth Advisors | 172k | $31M | 0% | Jun 2024 |
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| TRUE Private Wealth Advisors | 171k | $30M | -3% | Jun 2024 |
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| Envestnet Portfolio Solutions | 170k | $30M | 4% | Jun 2024 |
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| LWMG | 167k | $29M | 10% | Jun 2024 |
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| Atlantic Trust | 167k | $30M | 100% | Mar 2024 |
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| American Century Companies | 165k | $30M | 100% | 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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| Keybank National Association | 150k | $27M | 100% | Mar 2024 |
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| Amg National Trust Bank | 148k | $26M | 3% | Jun 2024 |
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| Waterloo Capital | 142k | $25M | 100% | 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 | 136k | $24M | 0% | Jun 2024 |
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| Hsbc Holdings | 135k | $24M | 2% | Mar 2024 |
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| Dynamic Advisors Solutions | 134k | $24M | -1% | Jun 2024 |
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| Savant Capital Management | 133k | $24M | -1% | Mar 2024 |
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| Capital Advisors | 132k | $23M | 1% | Jun 2024 |
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| Gainplan | 130k | $23M | -48% | Jun 2024 |
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| CX Institutional | 130k | $23M | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 129k | $23M | 0% | Mar 2024 |
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| CB^T Wealth Management | 127k | $22M | 5% | Jun 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 | 122k | $21M | -2% | Jun 2024 |
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| Pacific Sage Partners | 120k | $22M | -2% | Mar 2024 |
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| Fulton Bank, NA | 119k | $21M | -6% | Jun 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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| TruWealth Advisors | 109k | $19M | 3% | Jun 2024 |
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| Parkside Financial Bank & Trust | 106k | $19M | -2% | Mar 2024 |
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| BTC Capital Management | 101k | $18M | 1% | Jun 2024 |
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| Simplicity Wealth | 101k | $18M | -1% | Jun 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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| Atria Wealth Solutions | 98k | $17M | -3% | Jun 2024 |
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| Bleakley Financial Group | 83k | $15M | -22% | 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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| 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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| Tradition Wealth Management | 47k | $8.5M | -52% | Mar 2024 |
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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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| O'shaughnessy Asset Management | 38k | $6.7M | -72% | Mar 2024 |
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| Vantagepoint Investment Advisers | 12k | $2.2M | -88% | Mar 2024 |
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| Relative Value Partners | 3.4k | $585k | -97% | Jun 2024 |
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| London Company | 2.8k | $504k | -99% | 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 |
| Diamond Hill Capital Management | Dec 2023 | 222k | $37M |
| Mesirow Financial Investment Management International Equity | Mar 2024 | 210k | $38M |
| Coho Partners | Dec 2023 | 164k | $27M |
| Crestone Asset Management | Mar 2024 | 127k | $23M |
| Cullen Capital Management | Dec 2023 | 127k | $21M |
| Lincoln National | Mar 2024 | 103k | $18M |