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iShares Russell 1000 Value Index shares owned by Umb Bank N A

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Umb Bank N A from 13F filings

Historical chart of Umb Bank N A investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Umb Bank N A consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Umb Bank N A

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 23k 203.59
2025-06-30 $4.7M 25k 188.16
2025-03-31 $4.7M 25k 188.16
2024-12-31 $5.1M 27k 185.13
2024-09-30 $7.9M 41k 189.80
2024-06-30 $8.1M 46k 174.47
2024-03-31 $8.5M 48k 179.11
2023-12-31 $11M 64k 165.25
2023-09-30 $9.6M 63k 151.82
2023-06-30 $14M 91k 157.83
2023-03-31 $15M 96k 152.26
2022-12-31 $16M 105k 150.99
2022-09-30 $14M 104k 136.14
2022-06-30 $16M 109k 146.04
2022-03-31 $19M 115k 165.84
2021-12-31 $15M 90k 168.32
2021-09-30 $13M 80k 156.51
2021-06-30 $12M 77k 158.61
2021-03-31 $10M 67k 151.54
2020-12-31 $7.7M 57k 136.73
2020-09-30 $5.9M 53k 112.62
2020-06-30 $5.9M 53k 112.62
2020-03-31 $5.1M 51k 99.17
2019-12-31 $7.8M 57k 136.48
2019-09-30 $7.6M 59k 128.27
2019-06-30 $7.4M 58k 127.22
2019-03-31 $7.9M 64k 123.50
2018-12-31 $7.0M 63k 111.06
2018-09-30 $8.1M 64k 126.63
2018-06-30 $7.4M 61k 121.38
2018-03-31 $7.3M 61k 119.97
2017-12-31 $7.6M 61k 124.34
2017-09-30 $7.6M 65k 118.50
2017-06-30 $7.6M 65k 116.42
2017-03-31 $7.8M 68k 114.95
2016-12-31 $7.7M 69k 112.04
2016-09-30 $6.6M 63k 105.63
2016-06-30 $6.7M 65k 103.22
2016-03-31 $11M 113k 98.81
2015-12-31 $11M 114k 97.86

More positions owned by Umb Bank N A

UMB Financial Corporation (UMBF)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.A)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Progressive Corporation (PGR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Meta Platforms Cl A (META)

View all positions for Umb Bank N A

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index