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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Top investors of iShares Russell 3000 Index stock
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 | $576M | -3% | Dec 2023 |
|
| Bank of America Corporation | 953k | $261M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 947k | $259M | 264% | Dec 2023 |
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| Goldman Sachs Group | 744k | $204M | 4% | Dec 2023 |
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| Bank of New York Mellon | 728k | $219M | -2% | Mar 2024 |
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| Pitcairn Company | 542k | $148M | 0% | Dec 2023 |
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| Fft Wealth Management | 462k | $126M | 8% | Dec 2023 |
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| UBS Group | 457k | $125M | -7% | Dec 2023 |
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| Evensky & Katz | 404k | $121M | -3% | Mar 2024 |
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| HighTower Advisors | 310k | $85M | 47% | Dec 2023 |
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| Lgl Partners | 304k | $83M | 1% | Dec 2023 |
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| Colony | 290k | $80M | 100% | Dec 2023 |
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| TLWM | 288k | $86M | -3% | Mar 2024 |
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| Pnc Financial Services | 274k | $75M | -4% | Dec 2023 |
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| Pegasus Partners | 246k | $74M | 1% | Mar 2024 |
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| Family Firm | 215k | $59M | -2% | Dec 2023 |
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| Wells Fargo & Company | 212k | $58M | 5% | Dec 2023 |
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| William Blair $ Company | 208k | $57M | 9% | Dec 2023 |
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| CI Private Wealth | 193k | $53M | -64% | Dec 2023 |
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| Mercer Global Advisors | 192k | $53M | 0% | Dec 2023 |
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| New York State Common Retirement Fund | 187k | $51M | -2% | Dec 2023 |
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| Bessemer | 174k | $48M | 0% | Dec 2023 |
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| Captrust Financial Advisors | 171k | $47M | -2% | Dec 2023 |
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| Ballentine Partners | 170k | $51M | 2% | Mar 2024 |
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| GM Advisory | 161k | $44M | 4% | Dec 2023 |
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| R. M. Davis | 161k | $44M | 0% | Dec 2023 |
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| Tiaa Trust, National Association | 158k | $43M | -3% | Dec 2023 |
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| Commonwealth Equity Services | 158k | $43M | 2% | Dec 2023 |
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| Calamos Wealth Management | 157k | $43M | 1% | Dec 2023 |
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| Commerce Bank N A | 149k | $41M | 0% | Dec 2023 |
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| Franklin Resources | 143k | $39M | 3% | Dec 2023 |
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| Wind River Trust | 125k | $37M | 0% | Mar 2024 |
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| Bank Of Montreal | 124k | $34M | -1% | Dec 2023 |
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| Geneos Wealth Management | 121k | $33M | -13% | Dec 2023 |
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| Tanglewood Wealth Management | 114k | $31M | 43% | Dec 2023 |
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| Royal Bank of Canada | 113k | $31M | 26% | Dec 2023 |
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| Advisor Group Holdings | 112k | $31M | -22% | Dec 2023 |
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| Caprock | 101k | $28M | 0% | Dec 2023 |
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| Waldron | 99k | $27M | 0% | Dec 2023 |
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| Strategic Financial | 97k | $27M | 0% | Dec 2023 |
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| Warren Averett Asset Management | 93k | $26M | -2% | Dec 2023 |
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| Us Bancorp | 92k | $25M | -3% | Dec 2023 |
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| Great Diamond Partners | 91k | $25M | -1% | Dec 2023 |
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| Hartland & Co | 90k | $25M | 0% | Dec 2023 |
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| HB Wealth Management | 85k | $23M | -4% | Dec 2023 |
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| Ieq Capital | 83k | $23M | 0% | Dec 2023 |
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| Brookstone Capital Management | 82k | $25M | 5% | Mar 2024 |
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| Fifth Third Bancorp | 81k | $24M | 0% | Mar 2024 |
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| Campbell Wealth Management | 79k | $22M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 77k | $21M | -1% | Dec 2023 |
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| Stairway Partners | 74k | $22M | -4% | Mar 2024 |
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| Brooklyn FI | 72k | $22M | 0% | Mar 2024 |
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| Savant Capital Management | 71k | $19M | 0% | Dec 2023 |
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| Nations Financial Group | 71k | $21M | -2% | Mar 2024 |
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| Christopher J. Hasenberg | 69k | $21M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 68k | $20M | 9% | Mar 2024 |
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| Rockefeller Capital Management | 68k | $19M | 28% | Dec 2023 |
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| Truepoint | 64k | $18M | 0% | Dec 2023 |
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| Rhumbline Advisers | 62k | $17M | 177% | Dec 2023 |
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| Johnson Investment Counsel | 62k | $17M | 7% | Dec 2023 |
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| Compass Financial | 59k | $16M | 0% | Dec 2023 |
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| Sontag Advisory | 59k | $16M | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 58k | $16M | 50% | Dec 2023 |
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| Wealthstream Advisors | 56k | $15M | 2% | Dec 2023 |
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| BKD Wealth Advisors | 56k | $17M | -1% | Mar 2024 |
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| HPM Partners | 55k | $15M | 391% | Dec 2023 |
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| Diversified Portfolios | 55k | $15M | 0% | Dec 2023 |
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| Buckingham Asset Management | 53k | $14M | -7% | Dec 2023 |
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| O'Brien Wealth Partners | 52k | $16M | -2% | Mar 2024 |
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| Churchill Management Corp. | 52k | $15M | -13% | Mar 2024 |
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| United Capital Financial Advisers | 49k | $13M | -21% | Dec 2023 |
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| Balentine | 48k | $13M | 0% | Dec 2023 |
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| AlTi Global | 44k | $12M | 100% | Dec 2023 |
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| Tanager Wealth Management | 43k | $12M | -6% | Dec 2023 |
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| Allspring Global Investments Holdings | 42k | $13M | -54% | Mar 2024 |
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| FTB Advisors | 42k | $13M | -31% | Mar 2024 |
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| First National Trust Company | 41k | $12M | 1% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 41k | $12M | -11% | Mar 2024 |
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| P-Solve | 39k | $11M | -7% | Dec 2023 |
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| Umb Bank N A | 39k | $12M | 2% | Mar 2024 |
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| JFS Wealth Advisors | 38k | $11M | 0% | Dec 2023 |
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| Ipswich Investment Management | 38k | $11M | -5% | Mar 2024 |
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| First Heartland Consultants | 37k | $10M | -22% | Dec 2023 |
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| Roble, Belko & Company | 37k | $11M | -2% | Mar 2024 |
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| Conservest Capital Advisors | 37k | $10M | -9% | Dec 2023 |
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| BigSur Wealth Management | 37k | $10M | -8% | Dec 2023 |
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| Kestra Advisory Services | 36k | $9.9M | 74% | Dec 2023 |
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| CWM | 35k | $11M | 0% | Mar 2024 |
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| Regis Management Company | 35k | $11M | 0% | Mar 2024 |
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| Creative Planning | 35k | $9.7M | 9% | Dec 2023 |
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| Intelligence Driven Advisers | 35k | $9.7M | -12% | Dec 2023 |
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| Partners Capital Investment Group | 35k | $9.6M | -2% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 35k | $9.6M | 0% | Dec 2023 |
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| M^T Bank Corporation | 35k | $9.5M | 15% | Dec 2023 |
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| Moss Adams Wealth Advisors | 34k | $9.4M | -6% | Dec 2023 |
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| Citigroup | 34k | $9.2M | 0% | Dec 2023 |
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| Lido Advisors | 33k | $9.1M | 1% | Dec 2023 |
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| Victory Capital Management | 31k | $8.4M | 82% | Dec 2023 |
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| Epiq Partners | 30k | $8.9M | 3% | Mar 2024 |
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| jvl associates | 29k | $8.7M | 0% | Mar 2024 |
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| Raymond James & Associates | 28k | $8.3M | -21% | Mar 2024 |
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| Aspiriant | 26k | $7.9M | -4% | Mar 2024 |
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| Forte Asset Management | 26k | $7.0M | -7% | Dec 2023 |
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| Fund Evaluation Group | 26k | $7.0M | 34% | Dec 2023 |
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| Alliancebernstein | 25k | $6.9M | 21% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 25k | $7.6M | -6% | Mar 2024 |
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| Vanguard Group | 25k | $6.9M | 0% | Dec 2023 |
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| Strategic Equity Management | 25k | $7.4M | 67% | Mar 2024 |
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| Jordan Park Group | 24k | $6.7M | 100% | Dec 2023 |
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| Fiduciary Trust Company | 24k | $6.7M | -1% | Dec 2023 |
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| Geller Family Office Services | 24k | $6.6M | 0% | Dec 2023 |
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| Private Advisor | 24k | $6.5M | -70% | Dec 2023 |
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| LCNB | 23k | $6.3M | 0% | Dec 2023 |
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| St. Louis Trust | 23k | $6.3M | -2% | Dec 2023 |
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| Norris Perne & French | 23k | $6.9M | 0% | Mar 2024 |
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| Wetherby Asset Management | 22k | $6.1M | 0% | Dec 2023 |
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| Circle Wealth Management | 22k | $6.1M | 0% | Dec 2023 |
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| Zacks Investment Management | 22k | $6.0M | 146% | Dec 2023 |
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| Orion Portfolio Solutions | 21k | $5.8M | 0% | Dec 2023 |
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| Legacy Trust | 21k | $6.4M | -6% | Mar 2024 |
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| Moran Wealth Management | 21k | $5.6M | 141% | Dec 2023 |
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| Financial Services Advisory | 20k | $5.5M | 100% | Dec 2023 |
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| Baird Financial | 20k | $5.5M | 0% | Dec 2023 |
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| Whittier Trust | 20k | $5.4M | -8% | Dec 2023 |
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| Financial Gravity Wealth | 19k | $47k | 0% | Dec 2023 |
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| Estate Counselors | 19k | $5.2M | 75% | Dec 2023 |
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| Chesapeake Wealth Management | 19k | $5.2M | -4% | Dec 2023 |
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| Winthrop Advisory Group | 19k | $5.7M | 1% | Mar 2024 |
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| Rebalance | 19k | $5.6M | -7% | Mar 2024 |
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| Chartwell Investment Partners | 19k | $5.1M | 0% | Dec 2023 |
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| Levy Wealth Management Group | 18k | $5.0M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 18k | $5.4M | -24% | Mar 2024 |
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| One Day In July | 18k | $5.4M | 87% | Mar 2024 |
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| Financial Council Asset Management | 17k | $4.7M | -1% | Dec 2023 |
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| Stifel Financial | 17k | $4.7M | -24% | Dec 2023 |
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| Mission Wealth Management | 17k | $4.6M | 0% | Dec 2023 |
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| Chicago Partners Investment | 17k | $4.9M | 1% | Mar 2024 |
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| Gilbert & Cook | 17k | $4.5M | -1% | Dec 2023 |
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| Ascent Wealth Partners | 16k | $4.5M | -5% | Dec 2023 |
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| Strategic Investment Management | 16k | $4.6M | 0% | Dec 2023 |
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| MPS Loria Financial Planners | 16k | $4.8M | 4% | Mar 2024 |
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| Money Matters Financial | 15k | $4.2M | 100% | Dec 2023 |
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| Aquire Wealth Advisors | 15k | $4.2M | -6% | Dec 2023 |
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| Lutz Financial Services | 15k | $4.2M | 0% | Dec 2023 |
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| Simmons Bank | 15k | $4.2M | -3% | Dec 2023 |
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| EP Wealth Advisors | 15k | $4.1M | -1% | Dec 2023 |
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| Summit Trail Advisors | 15k | $4.5M | 0% | Mar 2024 |
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| Midwest Professional Planners | 15k | $4.0M | -11% | Dec 2023 |
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| Cozad Asset Management | 15k | $4.0M | 0% | Dec 2023 |
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| Valeo Financial Advisors | 15k | $4.2M | 0% | Mar 2024 |
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| RMB Capital Management | 15k | $4.0M | 165% | Dec 2023 |
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| Pathstone Holdings | 14k | $3.8M | 100% | Dec 2023 |
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| Wilbanks Smith & Thomas Asset Management | 2.3k | $617k | -94% | Dec 2023 |
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Who sold out of iShares Russell 3000 Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2023 | 90k | $22M |
| Vaughan Nelson Investment Management | Dec 2023 | 63k | $17M |