Who owns iShares Russell 3000 Index?
- Ticker: IWV
- CUSIP Number: 464287689
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Russell 3000 Index with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Russell 3000 Index this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
SCS Capital Management | 2.1M | $621M | -2% | Mar 2024 |
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Morgan Stanley | 1.2M | $375M | 0% | Jun 2024 |
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Northern Trust | 1.1M | $318M | 100% | Mar 2024 |
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BlackRock | 1.0M | $319M | 8% | Jun 2024 |
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Bank of America Corporation | 933k | $288M | 0% | Jun 2024 |
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Family Firm | 856k | $63M | 314% | Jun 2024 |
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Goldman Sachs Group | 729k | $225M | 11% | Jun 2024 |
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Bank of New York Mellon | 722k | $223M | -1% | Jun 2024 |
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Colony | 608k | $188M | 101% | Jun 2024 |
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UNC Management Company | 572k | $177M | 43% | Jun 2024 |
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Pitcairn Company | 534k | $160M | -1% | Mar 2024 |
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Jpmorgan Chase & Co | 530k | $164M | -15% | Jun 2024 |
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Ameriprise Financial | 470k | $141M | 100% | Mar 2024 |
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LPL Financial | 455k | $141M | 4% | Jun 2024 |
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UBS Group | 452k | $136M | -1% | Mar 2024 |
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Evensky & Katz | 395k | $122M | -2% | Jun 2024 |
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Pnc Financial Services | 327k | $101M | 12% | Jun 2024 |
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HighTower Advisors | 314k | $97M | -1% | Jun 2024 |
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_Sentinel Trust Company, LBA______________ | 295k | $91M | 6% | Jun 2024 |
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TLWM | 290k | $90M | 1% | Jun 2024 |
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Pegasus Partners | 246k | $74M | 1% | Mar 2024 |
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Captrust Financial Advisors | 241k | $74M | 17% | Jun 2024 |
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Strategic Financial Concepts | 221k | $7.2M | 100% | Jun 2024 |
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CI Private Wealth | 210k | $65M | 8% | Jun 2024 |
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William Blair $ Company | 195k | $60M | -2% | Jun 2024 |
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Warren Averett Asset Management | 190k | $57M | 103% | Mar 2024 |
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AlphaCore Capital | 184k | $57M | -3% | Jun 2024 |
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GM Advisory | 177k | $55M | 6% | Jun 2024 |
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Mercer Global Advisors | 174k | $54M | -4% | Jun 2024 |
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Proficio Capital Partners | 174k | $54M | -2% | Jun 2024 |
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Bessemer | 173k | $54M | 0% | Jun 2024 |
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Wells Fargo & Company | 172k | $53M | -6% | Jun 2024 |
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Ballentine Partners | 169k | $52M | -1% | Jun 2024 |
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Envestnet Asset Management | 161k | $50M | 2% | Jun 2024 |
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Calamos Wealth Management | 160k | $50M | 3% | Jun 2024 |
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R. M. Davis | 160k | $50M | 0% | Jun 2024 |
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Bank of Nova Scotia | 160k | $48M | 100% | Mar 2024 |
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Commerce Bank N A | 159k | $49M | 0% | Jun 2024 |
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Stephens | 157k | $49M | 2% | Jun 2024 |
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Franklin Resources | 137k | $42M | -6% | Jun 2024 |
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HPM Partners | 129k | $40M | 6% | Jun 2024 |
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Mill Creek Capital Advisors | 126k | $39M | 2% | Jun 2024 |
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Wind River Trust | 125k | $39M | 0% | Jun 2024 |
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Jones Financial Companies, L.L | 124k | $37M | 0% | Mar 2024 |
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New York State Common Retirement Fund | 123k | $38M | -21% | Jun 2024 |
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Bank Of Montreal | 123k | $37M | -1% | Mar 2024 |
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Portfolio Strategies | 122k | $38M | -1% | Jun 2024 |
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Tiaa Trust, National Association | 119k | $37M | -25% | Jun 2024 |
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Commonwealth Equity Services | 118k | $36M | -5% | Jun 2024 |
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Geneos Wealth Management | 107k | $33M | -3% | Jun 2024 |
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Caprock | 106k | $33M | 5% | Jun 2024 |
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Advisor Group Holdings | 105k | $32M | -6% | Mar 2024 |
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Cresset Asset Management | 105k | $32M | 11% | Mar 2024 |
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Hantz Financial Services | 104k | $32M | 0% | Jun 2024 |
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Royal Bank of Canada | 103k | $32M | 7% | Jun 2024 |
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Georgetown University | 100k | $30M | 100% | Mar 2024 |
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Tanglewood Wealth Management | 99k | $31M | -7% | Jun 2024 |
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Brian McDonald | 99k | $31M | 22% | Jun 2024 |
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Waldron | 96k | $30M | -2% | Jun 2024 |
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Hartland & Co | 94k | $29M | 5% | Jun 2024 |
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NSI Retail Advisors | 93k | $28M | 100% | Mar 2024 |
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CSM Advisors | 93k | $28M | 100% | Mar 2024 |
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Us Bancorp | 91k | $28M | 0% | Jun 2024 |
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Great Diamond Partners | 89k | $28M | -4% | Jun 2024 |
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Brighton Jones | 86k | $27M | -1% | Jun 2024 |
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HB Wealth Management | 86k | $26M | 0% | Jun 2024 |
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Ieq Capital | 84k | $26M | -1% | Jun 2024 |
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Christopher J. Hasenberg | 82k | $25M | 20% | Jun 2024 |
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Fifth Third Bancorp | 77k | $24M | -5% | Jun 2024 |
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Mariner Wealth Advisors | 76k | $23M | -2% | Jun 2024 |
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Fft Wealth Management | 75k | $23M | 3% | Jun 2024 |
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Brooklyn FI | 74k | $23M | 2% | Jun 2024 |
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Embree Financial Group | 73k | $23M | -4% | Jun 2024 |
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Trajan Wealth | 72k | $22M | 100% | Jun 2024 |
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Stairway Partners | 71k | $22M | -4% | Jun 2024 |
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Nations Financial Group | 71k | $22M | 0% | Jun 2024 |
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Savant Capital Management | 71k | $22M | 5% | Jun 2024 |
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Rockefeller Capital Management | 67k | $21M | 1% | Jun 2024 |
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Cetera Investment Advisers | 67k | $21M | -1% | Jun 2024 |
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Raymond James Financial Services Advisors | 64k | $20M | -5% | Jun 2024 |
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Johnson Investment Counsel | 62k | $19M | 0% | Jun 2024 |
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Truepoint | 62k | $19M | 0% | Jun 2024 |
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Compass Financial | 59k | $18M | 0% | Jun 2024 |
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Brookstone Capital Management | 58k | $19M | -29% | Jun 2024 |
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BKD Wealth Advisors | 56k | $17M | 0% | Jun 2024 |
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Wealthstream Advisors | 55k | $17M | 0% | Jun 2024 |
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Diversified Portfolios | 54k | $17M | -1% | Jun 2024 |
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H D Vest Advisory Services | 52k | $16M | 2025% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 52k | $16M | -4% | Jun 2024 |
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Churchill Management Corp. | 52k | $16M | 0% | Jun 2024 |
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O'Brien Wealth Partners | 52k | $16M | -1% | Jun 2024 |
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Buckingham Asset Management | 52k | $16M | -1% | Jun 2024 |
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Branch Banking & Trust Company | 50k | $15M | -1% | Jun 2024 |
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Balentine | 49k | $15M | 0% | Jun 2024 |
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United Capital Financial Advisers | 48k | $15M | -6% | Jun 2024 |
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Sontag Advisory | 47k | $15M | 0% | Jun 2024 |
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FMR | 47k | $14M | 100% | Mar 2024 |
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Citizens Financial Group | 47k | $14M | 237% | Jun 2024 |
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Hanover Advisors | 46k | $14M | 11% | Mar 2024 |
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AlTi Global | 44k | $14M | -1% | Jun 2024 |
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Crestwood Advisors | 43k | $13M | 100% | Jun 2024 |
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FTB Advisors | 43k | $13M | 2% | Jun 2024 |
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Moss Adams Wealth Advisors | 41k | $13M | -2% | Jun 2024 |
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Brown Advisory Holdings Incorporated | 41k | $13M | 1% | Jun 2024 |
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Tanager Wealth Management | 40k | $12M | -6% | Jun 2024 |
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Umb Bank N A | 39k | $12M | 2% | Jun 2024 |
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First National Trust Company | 39k | $12M | -4% | Jun 2024 |
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Ipswich Investment Management | 37k | $12M | -1% | Jun 2024 |
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Roble, Belko & Company | 37k | $11M | -2% | Mar 2024 |
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Rhumbline Advisers | 37k | $12M | 59% | Jun 2024 |
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Conservest Capital Advisors | 37k | $11M | 0% | Jun 2024 |
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JFS Wealth Advisors | 37k | $11M | -3% | Jun 2024 |
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Creative Planning | 36k | $11M | -1% | Jun 2024 |
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Citigroup | 36k | $11M | 5% | Jun 2024 |
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Kestra Advisory Services | 35k | $11M | -2% | Jun 2024 |
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Allen Investment Management | 35k | $11M | 0% | Jun 2024 |
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Regis Management Company | 35k | $11M | 0% | Jun 2024 |
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Partners Capital Investment Group | 35k | $11M | 501% | Jun 2024 |
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Allspring Global Investments Holdings | 35k | $11M | -16% | Jun 2024 |
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CWM | 35k | $11M | -1% | Jun 2024 |
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BigSur Wealth Management | 35k | $11M | 0% | Jun 2024 |
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Whittier Trust Co. of Nevada | 35k | $11M | 0% | Jun 2024 |
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Lido Advisors | 34k | $11M | 0% | Jun 2024 |
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Epiq Partners | 33k | $10M | 12% | Jun 2024 |
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Lgl Partners | 33k | $10M | 0% | Jun 2024 |
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M^T Bank Corporation | 33k | $10M | -1% | Jun 2024 |
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Strategic Equity Management | 31k | $9.6M | 27% | Jun 2024 |
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Fund Evaluation Group | 31k | $9.5M | 14% | Jun 2024 |
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Glenmede Trust Company | 30k | $9.1M | 100% | Mar 2024 |
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Silvercrest Asset Management Group | 29k | $9.1M | -17% | Jun 2024 |
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jvl associates | 29k | $9.0M | 0% | Jun 2024 |
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Intelligence Driven Advisers | 27k | $8.3M | -6% | Jun 2024 |
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Forte Asset Management | 27k | $8.2M | 2% | Jun 2024 |
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Aspiriant | 26k | $8.1M | 0% | Jun 2024 |
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Alliancebernstein | 26k | $7.9M | 0% | Jun 2024 |
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Mml Investors Services | 25k | $7.7M | -16% | Jun 2024 |
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Vanguard Group | 25k | $7.7M | -1% | Jun 2024 |
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Raymond James & Associates | 25k | $7.6M | -11% | Jun 2024 |
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Pathstone Holdings | 25k | $7.6M | 24% | Jun 2024 |
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Humankind Investments | 25k | $7.6M | 0% | Jun 2024 |
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Fiduciary Trust Company | 24k | $7.5M | 0% | Jun 2024 |
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Susquehanna International | 23k | $7.2M | -39% | Jun 2024 |
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Running Point Capital Advisors | 23k | $7.1M | 0% | Jun 2024 |
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St. Louis Trust | 23k | $7.1M | 0% | Jun 2024 |
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Norris Perne & French | 23k | $7.1M | 0% | Jun 2024 |
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Victory Capital Management | 23k | $7.1M | 40% | Jun 2024 |
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Jordan Park Group | 23k | $7.0M | -7% | Jun 2024 |
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LCNB | 23k | $7.0M | -2% | Jun 2024 |
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Chartwell Investment Partners | 23k | $7.0M | 22% | Jun 2024 |
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Wetherby Asset Management | 23k | $6.7M | 0% | Mar 2024 |
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Halbert Hargrove Global Advisors | 21k | $6.6M | -15% | Jun 2024 |
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Geller Family Office Services | 15k | $4.7M | -36% | Jun 2024 |
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Financial Services Advisory | 11k | $3.3M | -53% | Jun 2024 |
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Who sold out of iShares Russell 3000 Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Campbell Wealth Management | Mar 2024 | 58k | $18M |
BBR Partners | Mar 2024 | 48k | $14M |