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 | 2.0M | $630M | -1% | Jun 2024 |
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Morgan Stanley | 1.2M | $375M | 0% | Jun 2024 |
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Northern Trust | 1.1M | $350M | 1% | Sep 2024 |
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BlackRock | 1.0M | $319M | 8% | Jun 2024 |
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Bank of America Corporation | 944k | $309M | 1% | Sep 2024 |
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Family Firm | 898k | $66M | 5% | Sep 2024 |
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International Assets Investment Management | 829k | $2.5M | 34366% | Sep 2024 |
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BlackRock | 744k | $243M | 100% | Sep 2024 |
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Goldman Sachs Group | 729k | $225M | 11% | Jun 2024 |
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UNC Management Company | 574k | $188M | 0% | Sep 2024 |
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Pitcairn Company | 559k | $183M | 5% | Sep 2024 |
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LPL Financial | 469k | $153M | 3% | Sep 2024 |
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Jpmorgan Chase & Co | 452k | $148M | -15% | Sep 2024 |
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Evensky & Katz | 390k | $127M | -1% | Sep 2024 |
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Colony | 374k | $122M | -39% | Sep 2024 |
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_Sentinel Trust Company, LBA______________ | 326k | $106M | 11% | Sep 2024 |
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Bank of New York Mellon | 322k | $105M | -55% | Sep 2024 |
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HighTower Advisors | 314k | $97M | -1% | Jun 2024 |
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Pnc Financial Services | 309k | $101M | -5% | Sep 2024 |
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TLWM | 293k | $96M | 1% | Sep 2024 |
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CI Private Wealth | 258k | $34M | 23% | Sep 2024 |
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Captrust Financial Advisors | 245k | $80M | 2% | Sep 2024 |
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Wells Fargo & Company | 235k | $77M | 36% | Sep 2024 |
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Pegasus Partners | 234k | $76M | -5% | Sep 2024 |
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William Blair $ Company | 209k | $68M | 7% | Sep 2024 |
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GM Advisory | 182k | $60M | 3% | Sep 2024 |
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Proficio Capital Partners | 176k | $57M | 1% | Sep 2024 |
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Mercer Global Advisors | 174k | $54M | -4% | Jun 2024 |
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Bessemer | 173k | $57M | 0% | Sep 2024 |
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Ballentine Partners | 168k | $55M | 0% | Sep 2024 |
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AlphaCore Capital | 162k | $53M | -12% | Sep 2024 |
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Commerce Bank N A | 162k | $53M | 2% | Sep 2024 |
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Calamos Wealth Management | 161k | $53M | 1% | Sep 2024 |
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R. M. Davis | 160k | $50M | 0% | Jun 2024 |
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Bank of Nova Scotia | 160k | $52M | 0% | Sep 2024 |
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Stephens | 159k | $52M | 1% | Sep 2024 |
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Envestnet Asset Management | 157k | $51M | -3% | Sep 2024 |
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Franklin Resources | 134k | $45M | -2% | Sep 2024 |
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Fft Wealth Management | 134k | $44M | 77% | Sep 2024 |
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Mill Creek Capital Advisors | 127k | $41M | 0% | Sep 2024 |
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Wind River Trust | 125k | $39M | 0% | Jun 2024 |
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Portfolio Strategies | 120k | $39M | -2% | Sep 2024 |
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Tiaa Trust, National Association | 119k | $37M | -25% | Jun 2024 |
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Advisor Group Holdings | 111k | $36M | 6% | Sep 2024 |
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Commonwealth Equity Services | 111k | $36M | -6% | Sep 2024 |
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Jones Financial Companies, L.L | 108k | $35M | -13% | Sep 2024 |
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Geneos Wealth Management | 107k | $33M | -3% | Jun 2024 |
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Caprock | 106k | $35M | 0% | Sep 2024 |
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Hantz Financial Services | 104k | $32M | 0% | Jun 2024 |
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Tanglewood Wealth Management | 98k | $32M | -1% | Sep 2024 |
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Brian McDonald | 98k | $32M | -2% | Sep 2024 |
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CSM Advisors | 93k | $31M | 0% | Sep 2024 |
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NSI Retail Advisors | 93k | $31M | 0% | Sep 2024 |
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Royal Bank of Canada | 93k | $30M | -9% | Sep 2024 |
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Hartland & Co | 93k | $31M | -1% | Sep 2024 |
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Waldron | 92k | $30M | -4% | Sep 2024 |
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Christopher J. Hasenberg | 90k | $30M | 10% | Sep 2024 |
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Us Bancorp | 90k | $30M | -1% | Sep 2024 |
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Brighton Jones | 86k | $28M | 0% | Sep 2024 |
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HB Wealth Management | 85k | $28M | 0% | Sep 2024 |
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Ieq Capital | 84k | $26M | -1% | Jun 2024 |
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Great Diamond Partners | 82k | $27M | -8% | Sep 2024 |
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Mariner Wealth Advisors | 78k | $26M | 4% | Sep 2024 |
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Fifth Third Bancorp | 74k | $24M | -4% | Sep 2024 |
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Brooklyn FI | 74k | $24M | 0% | Sep 2024 |
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Embree Financial Group | 73k | $24M | 0% | Sep 2024 |
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Trajan Wealth | 73k | $24M | 0% | Sep 2024 |
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Nations Financial Group | 71k | $23M | 1% | Sep 2024 |
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Stairway Partners | 69k | $22M | -4% | Sep 2024 |
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Savant Capital Management | 68k | $22M | -4% | Sep 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 | $21M | -1% | Sep 2024 |
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Johnson Investment Counsel | 63k | $20M | 1% | Sep 2024 |
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HPM Partners | 61k | $20M | -52% | Sep 2024 |
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Campbell Wealth Management | 61k | $20M | 100% | Sep 2024 |
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Truepoint | 61k | $20M | -2% | Sep 2024 |
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Brookstone Capital Management | 60k | $20M | 3% | Sep 2024 |
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Compass Financial | 58k | $19M | 0% | Sep 2024 |
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Whittier Trust Co. of Nevada | 56k | $18M | 62% | Sep 2024 |
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BKD Wealth Advisors | 56k | $17M | 0% | Jun 2024 |
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Wealthstream Advisors | 54k | $18M | -1% | Sep 2024 |
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Diversified Portfolios | 54k | $18M | 0% | Sep 2024 |
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Epiq Partners | 54k | $18M | 61% | Sep 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 | $17M | -1% | Sep 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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Churchill Management Corp. | 51k | $17M | -2% | Sep 2024 |
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Citizens Financial Group | 50k | $16M | 7% | Sep 2024 |
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Branch Banking & Trust Company | 50k | $15M | -1% | Jun 2024 |
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Balentine | 49k | $16M | 0% | Sep 2024 |
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Sontag Advisory | 48k | $16M | 1% | Sep 2024 |
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Strategic Equity Management | 47k | $16M | 53% | Sep 2024 |
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Kestra Advisory Services | 47k | $15M | 33% | Sep 2024 |
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United Capital Financial Advisers | 47k | $15M | -4% | Sep 2024 |
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AlTi Global | 46k | $15M | 3% | Sep 2024 |
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First Heartland Consultants | 46k | $15M | 243% | Sep 2024 |
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Crestwood Advisors | 43k | $14M | 0% | Sep 2024 |
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Ariadne Wealth Management | 43k | $15M | 100% | Sep 2024 |
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FTB Advisors | 42k | $14M | -2% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 41k | $13M | 1% | Jun 2024 |
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Tanager Wealth Management | 40k | $13M | 1% | Sep 2024 |
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First National Trust Company | 40k | $13M | 1% | Sep 2024 |
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Moss Adams Wealth Advisors | 39k | $13M | -4% | Sep 2024 |
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Ipswich Investment Management | 37k | $12M | 0% | Sep 2024 |
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Roble, Belko & Company | 37k | $12M | 0% | Sep 2024 |
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Fund Evaluation Group | 37k | $12M | 20% | Sep 2024 |
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Conservest Capital Advisors | 37k | $11M | 0% | Sep 2024 |
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JFS Wealth Advisors | 37k | $12M | -1% | Sep 2024 |
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Umb Bank N A | 37k | $12M | -7% | Sep 2024 |
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Citigroup | 36k | $12M | 0% | Sep 2024 |
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Allen Investment Management | 35k | $12M | 0% | Sep 2024 |
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Regis Management Company | 35k | $11M | 0% | Jun 2024 |
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Partners Capital Investment Group | 35k | $12M | 0% | Sep 2024 |
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CWM | 35k | $11M | 0% | Sep 2024 |
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BigSur Wealth Management | 35k | $11M | 0% | Sep 2024 |
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POM Investment Strategies | 35k | $11M | 100% | Sep 2024 |
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Creative Planning | 35k | $11M | -3% | Sep 2024 |
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Lido Advisors | 34k | $11M | 0% | Jun 2024 |
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Moneywise | 33k | $11M | 86% | Sep 2024 |
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Allspring Global Investments Holdings | 30k | $9.9M | -14% | Sep 2024 |
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Glenmede Trust Company | 30k | $9.7M | -2% | Sep 2024 |
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Silvercrest Asset Management Group | 29k | $9.1M | -17% | Jun 2024 |
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jvl associates | 29k | $9.5M | 0% | Sep 2024 |
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Raymond James & Associates | 27k | $8.9M | 11% | Sep 2024 |
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Forte Asset Management | 27k | $8.9M | 2% | Sep 2024 |
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Aspiriant | 26k | $8.5M | -1% | Sep 2024 |
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Alliancebernstein | 26k | $7.9M | 0% | Jun 2024 |
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Intelligence Driven Advisers | 25k | $8.2M | -6% | Sep 2024 |
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Vanguard Group | 25k | $7.7M | -1% | Jun 2024 |
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Humankind Investments | 25k | $7.6M | 0% | Jun 2024 |
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Pathstone Holdings | 25k | $8.0M | 0% | Sep 2024 |
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Fiduciary Trust Company | 24k | $7.5M | 0% | Jun 2024 |
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Bryn Mawr Trust | 24k | $7.8M | 106% | Sep 2024 |
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Running Point Capital Advisors | 23k | $7.5M | 0% | Sep 2024 |
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St. Louis Trust | 23k | $7.5M | 0% | Sep 2024 |
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Norris Perne & French | 23k | $7.5M | 0% | Sep 2024 |
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Jordan Park Group | 23k | $7.0M | -7% | Jun 2024 |
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Chartwell Investment Partners | 23k | $7.4M | 0% | Sep 2024 |
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LCNB | 22k | $7.3M | -2% | Sep 2024 |
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One Day In July | 22k | $7.2M | 17% | Sep 2024 |
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Circle Wealth Management | 22k | $7.2M | 0% | Sep 2024 |
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Midwest Professional Planners | 22k | $6.7M | 59% | Jun 2024 |
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Legacy Trust | 21k | $6.9M | -1% | Sep 2024 |
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Halbert Hargrove Global Advisors | 21k | $6.9M | -1% | Sep 2024 |
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Orion Portfolio Solutions | 21k | $6.7M | -1% | Sep 2024 |
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Advisory Services Network | 21k | $6.4M | 0% | Sep 2024 |
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Lgl Partners | 21k | $6.7M | -38% | Sep 2024 |
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Mml Investors Services | 18k | $5.9M | -27% | Sep 2024 |
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Rhumbline Advisers | 18k | $5.8M | -52% | Sep 2024 |
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M^T Bank Corporation | 14k | $4.7M | -56% | Sep 2024 |
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Victory Capital Management | 14k | $4.7M | -38% | Sep 2024 |
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Susquehanna International | 14k | $4.5M | -41% | Sep 2024 |
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Strategic Financial Concepts | 714.00 | $233k | -100% | Sep 2024 |
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Who sold out of iShares Russell 3000 Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
New York State Common Retirement Fund | Jun 2024 | 123k | $38M |