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
Download as csv
Download as Excel
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 |
|
| Morgan Stanley | 28M | $5.0B | -1% | Mar 2024 |
|
| Goldman Sachs Group | 16M | $2.8B | -1% | Mar 2024 |
|
| FMR | 10M | $1.9B | -7% | Mar 2024 |
|
| Financial Engines Advisors L.L.C | 9.8M | $1.8B | -4% | Mar 2024 |
|
| Jpmorgan Chase & Co | 9.7M | $1.7B | -2% | Mar 2024 |
|
| UBS Group | 7.1M | $1.3B | -5% | Mar 2024 |
|
| Envestnet Asset Management | 6.3M | $1.1B | 7% | Mar 2024 |
|
| Wells Fargo & Company | 4.5M | $814M | -7% | Mar 2024 |
|
| Northern Trust | 3.7M | $663M | 5% | Mar 2024 |
|
| Baird Financial | 3.7M | $607M | 1% | Dec 2023 |
|
| M^T Bank Corporation | 3.7M | $656M | 0% | Mar 2024 |
|
| Raymond James & Associates | 3.6M | $651M | 0% | Mar 2024 |
|
| Pnc Financial Services | 3.3M | $591M | 0% | Mar 2024 |
|
| LPL Financial | 3.2M | $571M | 19% | Mar 2024 |
|
| Jasper Ridge Partners | 2.5M | $452M | 17% | Mar 2024 |
|
| BlackRock | 2.3M | $408M | -10% | Mar 2024 |
|
| Branch Banking & Trust Company | 2.3M | $408M | -14% | Mar 2024 |
|
| Commonwealth Equity Services | 2.1M | $379M | 1% | Mar 2024 |
|
| Royal Bank of Canada | 2.0M | $364M | -13% | Mar 2024 |
|
| GLOBALT Investments LLC / GA | 2.0M | $351M | -2% | Mar 2024 |
|
| Alaska Permanent Fund Corp | 1.9M | $346M | 86% | Mar 2024 |
|
| Alliancebernstein | 1.9M | $318M | -13% | Dec 2023 |
|
| Stifel Financial | 1.7M | $298M | -16% | Mar 2024 |
|
| Rockefeller Capital Management | 1.3M | $216M | 0% | Dec 2023 |
|
| Tiaa Trust, National Association | 1.3M | $227M | -1% | Mar 2024 |
|
| Citigroup | 1.0M | $186M | -1% | Mar 2024 |
|
| Ameriprise Financial | 1.0M | $186M | 5% | Mar 2024 |
|
| Stairway Partners | 1.0M | $184M | 28% | Mar 2024 |
|
| HighTower Advisors | 999k | $179M | -3% | Mar 2024 |
|
| Us Bancorp | 994k | $178M | 1% | Mar 2024 |
|
| Brian McDonald | 990k | $177M | 2% | Mar 2024 |
|
| Waldron | 900k | $161M | -1% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 853k | $153M | 0% | Mar 2024 |
|
| Hackensack Meridian Health | 826k | $148M | 0% | Mar 2024 |
|
| Bank of New York Mellon | 796k | $143M | 0% | Mar 2024 |
|
| Commerce Bank N A | 774k | $139M | -1% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 750k | $134M | -1% | Mar 2024 |
|
| Oakworth Capital | 745k | $134M | 1% | Mar 2024 |
|
| Alera Investment Advisors | 744k | $133M | -9% | Mar 2024 |
|
| Stephens | 664k | $119M | -5% | Mar 2024 |
|
| 1st Source Bank | 659k | $118M | 11% | Mar 2024 |
|
| Johns Hopkins University | 623k | $112M | 749% | Mar 2024 |
|
| Circle Wealth Management | 621k | $103M | 0% | Dec 2023 |
|
| Mariner Wealth Advisors | 562k | $101M | 1% | Mar 2024 |
|
| Creative Planning | 524k | $94M | 0% | Mar 2024 |
|
| Bnp Paribas Arbitrage, Snc | 510k | $91M | 1% | Mar 2024 |
|
| CI Private Wealth | 486k | $87M | 0% | Mar 2024 |
|
| Advisor Group Holdings | 478k | $86M | -32% | Mar 2024 |
|
| Modera Wealth Management | 462k | $83M | -2% | Mar 2024 |
|
| Strategic Wealth Partners | 438k | $78M | 3% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 427k | $77M | -24% | Mar 2024 |
|
| Cedar Mountain Advisors | 405k | $73M | 1% | Mar 2024 |
|
| Fifth Third Bancorp | 403k | $72M | -13% | Mar 2024 |
|
| Bank of Nova Scotia | 403k | $67M | -4% | Dec 2023 |
|
| Geller Family Office Services | 395k | $65M | -12% | Dec 2023 |
|
| Cassaday & Co Wealth Management | 379k | $68M | -1% | Mar 2024 |
|
| MV Capital Management | 377k | $68M | -1% | Mar 2024 |
|
| Captrust Financial Advisors | 377k | $68M | 9% | Mar 2024 |
|
| Landaas & Co | 361k | $65M | 2% | Mar 2024 |
|
| Stephens Group Asset Management | 361k | $65M | 1% | Mar 2024 |
|
| Pathstone Holdings | 355k | $64M | 7% | Mar 2024 |
|
| Rsm Us Wealth Management | 341k | $61M | -2% | Mar 2024 |
|
| Colony | 334k | $60M | 511% | Mar 2024 |
|
| Cullen Frost Bankers | 329k | $59M | -1% | Mar 2024 |
|
| Private Advisor | 327k | $59M | -1% | Mar 2024 |
|
| EP Wealth Advisors | 323k | $53M | 291% | Dec 2023 |
|
| MAI Wealth Advisors | 303k | $54M | 20% | Mar 2024 |
|
| Intl Fcstone | 302k | $54M | 2% | Mar 2024 |
|
| First Business Financial Services | 288k | $52M | 1% | Mar 2024 |
|
| Brown Advisory Holdings Incorporated | 288k | $52M | -6% | Mar 2024 |
|
| GW & Wade | 281k | $46M | -3% | Dec 2023 |
|
| Thrivent Financial for Lutherans | 263k | $47M | -9% | Mar 2024 |
|
| Twin Tree Management | 254k | $46M | 100% | Mar 2024 |
|
| Wind River Trust | 253k | $45M | 0% | Mar 2024 |
|
| FSA Wealth Management | 249k | $45M | 3% | Mar 2024 |
|
| Moneta Group Investment Advisors | 249k | $41M | 2% | Dec 2023 |
|
| Gainplan | 248k | $44M | 100% | Mar 2024 |
|
| Flaharty Asset Management | 244k | $40M | 0% | Dec 2023 |
|
| Steward Partners Investment Advisory | 240k | $43M | -1% | Mar 2024 |
|
| Bridges Investment Management | 240k | $43M | 2% | Mar 2024 |
|
| Badgley Phelps Wealth Managers | 225k | $40M | -34% | Mar 2024 |
|
| Brandywine Global Investment Management | 224k | $40M | -6% | Mar 2024 |
|
| Franklin Resources | 220k | $39M | 527% | Mar 2024 |
|
| Nadler Financial | 218k | $39M | 0% | Mar 2024 |
|
| Relyea Zuckerberg Hanson | 218k | $39M | 2% | Mar 2024 |
|
| Kovitz Investment Group Partners | 217k | $39M | 11190% | Mar 2024 |
|
| Paulson Wealth Management | 212k | $38M | 8% | Mar 2024 |
|
| Comprehensive Financial Management | 210k | $38M | 0% | Mar 2024 |
|
| Mesirow Financial Investment Management International Equity | 210k | $38M | 100% | Mar 2024 |
|
| William Blair $ Company | 208k | $37M | 1% | Mar 2024 |
|
| FTB Advisors | 206k | $37M | -6% | Mar 2024 |
|
| Mission Wealth Management | 202k | $36M | 3% | Mar 2024 |
|
| Massey, Quick & Co | 201k | $36M | 0% | Mar 2024 |
|
| Regions Bank | 198k | $35M | -1% | Mar 2024 |
|
| JNB Advisors | 197k | $35M | 15% | Mar 2024 |
|
| Telemus Capital | 193k | $32M | 7% | Dec 2023 |
|
| German American Bancorp | 192k | $32M | 1% | Dec 2023 |
|
| Susquehanna International | 189k | $34M | -2% | Mar 2024 |
|
| Congress Wealth Management LLC / DE / | 189k | $34M | 3% | Mar 2024 |
|
| Jmac Enterprises | 187k | $34M | 10% | Mar 2024 |
|
| HPM Partners | 187k | $34M | -77% | Mar 2024 |
|
| Johnson Financial Group | 187k | $31M | 102% | Dec 2023 |
|
| Janney Montgomery Scott | 182k | $33M | -26% | Mar 2024 |
|
| Mercer Global Advisors | 177k | $33M | -54% | Mar 2024 |
|
| TRUE Private Wealth Advisors | 175k | $31M | 6% | Mar 2024 |
|
| Kestra Advisory Services | 175k | $29M | 2% | Dec 2023 |
|
| LBJ Family Wealth Advisors | 170k | $28M | -1% | Dec 2023 |
|
| Atlantic Trust | 167k | $30M | 0% | Mar 2024 |
|
| American Century Companies | 165k | $30M | -73% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 164k | $29M | -29% | Mar 2024 |
|
| Pinnacle Financial Partners | 162k | $29M | -5% | Mar 2024 |
|
| Citadel Advisors | 157k | $28M | -7% | Mar 2024 |
|
| HB Wealth Management | 157k | $28M | -2% | Mar 2024 |
|
| LWMG | 151k | $27M | 5% | Mar 2024 |
|
| Keybank National Association | 150k | $27M | -4% | Mar 2024 |
|
| Amg National Trust Bank | 143k | $26M | 0% | Mar 2024 |
|
| Waterloo Capital | 142k | $25M | 217% | Mar 2024 |
|
| Beirne Wealth Consulting Services | 141k | $25M | 39% | Mar 2024 |
|
| Global Assets Advisory | 138k | $774k | 100% | Mar 2024 |
|
| Covenant Partners | 137k | $25M | 0% | Mar 2024 |
|
| RMR Wealth Builders | 137k | $25M | 0% | Mar 2024 |
|
| Dynamic Advisors Solutions | 136k | $24M | 1% | Mar 2024 |
|
| Relative Value Partners | 133k | $22M | 0% | Mar 2024 |
|
| Savant Capital Management | 133k | $24M | -1% | Mar 2024 |
|
| Hsbc Holdings | 132k | $22M | 2% | Dec 2023 |
|
| Capital Advisors | 131k | $23M | 2% | Mar 2024 |
|
| CX Institutional | 129k | $23M | -2% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 129k | $23M | 0% | Mar 2024 |
|
| Crestone Asset Management | 127k | $23M | -1% | Mar 2024 |
|
| Fulton Bank, NA | 127k | $23M | 0% | Mar 2024 |
|
| Warren Averett Asset Management | 126k | $23M | -6% | Mar 2024 |
|
| Bank Of Montreal | 126k | $23M | -3% | Mar 2024 |
|
| PFW Advisors | 125k | $22M | -2% | Mar 2024 |
|
| CB^T Wealth Management | 122k | $22M | 0% | Mar 2024 |
|
| Pacific Sage Partners | 120k | $22M | -2% | Mar 2024 |
|
| Woodard & Co Asset Management Group | 118k | $21M | -1% | Mar 2024 |
|
| Awm Capital | 117k | $21M | -6% | Mar 2024 |
|
| Wilbanks Smith & Thomas Asset Management | 114k | $20M | 0% | Mar 2024 |
|
| Financial Counselors | 113k | $20M | -6% | Mar 2024 |
|
| Principal Financial Group | 109k | $20M | 25% | Mar 2024 |
|
| Sawtooth Asset Management | 108k | $18M | 39% | Dec 2023 |
|
| Parkside Financial Bank & Trust | 106k | $19M | -2% | Mar 2024 |
|
| TruWealth Advisors | 105k | $19M | 6% | Mar 2024 |
|
| Lincoln National | 103k | $18M | 1% | Mar 2024 |
|
| Simplicity Wealth | 102k | $18M | 515% | Mar 2024 |
|
| Atria Wealth Solutions | 101k | $18M | -11% | Mar 2024 |
|
| United Capital Financial Advisers | 100k | $18M | -3% | Mar 2024 |
|
| Buckingham Asset Management | 100k | $18M | 10% | Mar 2024 |
|
| Lindbrook Capital | 96k | $17M | -1% | Mar 2024 |
|
| Fundamentun | 94k | $17M | -3% | Mar 2024 |
|
| FDx Advisors | 92k | $17M | -15% | Mar 2024 |
|
| Bleakley Financial Group | 83k | $15M | -22% | Mar 2024 |
|
| Goss Wealth Management | 82k | $15M | -45% | Mar 2024 |
|
| New York Life Investment Management | 81k | $15M | -28% | Mar 2024 |
|
| Country Club Bank | 81k | $15M | -17% | Mar 2024 |
|
| Massachusetts Financial Services | 79k | $14M | -79% | Mar 2024 |
|
| Nuveen Asset Management | 75k | $13M | -66% | Mar 2024 |
|
| Equity Investment Corp Acquisition | 72k | $13M | -71% | Mar 2024 |
|
| Gts Securities | 71k | $13M | -31% | Mar 2024 |
|
| Orion Portfolio Solutions | 66k | $12M | -59% | Mar 2024 |
|
| Neuberger Berman Group | 55k | $9.8M | -63% | Mar 2024 |
|
| Robeco Investment Management | 54k | $9.3M | -64% | Mar 2024 |
|
| Caisse de depot et placement du Quebec | 50k | $8.3M | -50% | Dec 2023 |
|
| Tradition Wealth Management | 47k | $8.5M | -52% | Mar 2024 |
|
| Zacks Investment Management | 41k | $7.4M | -88% | Mar 2024 |
|
| Cambiar Investors | 41k | $7.3M | -78% | Mar 2024 |
|
| Callan Family Office | 40k | $7.2M | -73% | Mar 2024 |
|
| O'shaughnessy Asset Management | 38k | $6.7M | -72% | Mar 2024 |
|
| Eastern Bank | 14k | $2.5M | -95% | Mar 2024 |
|
| Vantagepoint Investment Advisers | 12k | $2.2M | -88% | Mar 2024 |
|
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 |
| Coho Partners | Dec 2023 | 164k | $27M |
| Cullen Capital Management | Dec 2023 | 127k | $21M |