Who owns iShares Russell 3000 Value Index?
- Ticker: IUSV
- CUSIP Number: 464287663
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Russell 3000 Value Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Russell 3000 Value Index stock
Who bought or sold iShares Russell 3000 Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 60M | $5.4B | 3% | Mar 2024 |
|
| LPL Financial | 12M | $1.1B | 6% | Mar 2024 |
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| Morgan Stanley | 8.1M | $735M | 5% | Mar 2024 |
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| Ronald Blue Trust | 4.6M | $420M | -4% | Mar 2024 |
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| Signature | 4.2M | $384M | 1% | Mar 2024 |
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| Envestnet Asset Management | 3.8M | $347M | 116% | Mar 2024 |
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| Aspiriant | 2.8M | $249M | 14% | Mar 2024 |
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| Merit Financial Group | 2.3M | $205M | 97851% | Mar 2024 |
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| UBS Group | 1.7M | $150M | -15% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.6M | $148M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 1.4M | $130M | 3% | Mar 2024 |
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| BlackRock | 1.2M | $113M | 375% | Mar 2024 |
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| Wells Fargo & Company | 1.2M | $107M | 10% | Mar 2024 |
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| William Blair $ Company | 1.2M | $106M | 10% | Mar 2024 |
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| Modera Wealth Management | 978k | $88M | 0% | Mar 2024 |
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| Auto-Owners Insurance | 864k | $78M | 0% | Mar 2024 |
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| CWM | 806k | $73M | -5% | Mar 2024 |
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| Royal Bank of Canada | 803k | $73M | -3% | Mar 2024 |
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| Benjamin F. Edwards & Company | 770k | $70M | 7% | Mar 2024 |
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| Raymond James Financial Services Advisors | 747k | $68M | 8% | Mar 2024 |
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| Goldman Sachs Group | 741k | $67M | -26% | Mar 2024 |
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| CI Private Wealth | 734k | $66M | 5% | Mar 2024 |
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| HighTower Advisors | 710k | $64M | 11% | Mar 2024 |
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| Venturi Wealth Management | 633k | $57M | -1% | Mar 2024 |
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| Pnc Financial Services | 576k | $52M | 4% | Mar 2024 |
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| Hanson McClain Advisors | 569k | $51M | -5% | Mar 2024 |
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| McGlone Suttner Wealth Management | 544k | $49M | 1% | Mar 2024 |
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| Tanglewood Legacy Advisors | 537k | $49M | 4% | Mar 2024 |
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| Allspring Global Investments Holdings | 504k | $46M | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 491k | $44M | -57% | Mar 2024 |
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| Advisor Group Holdings | 488k | $44M | 2% | Mar 2024 |
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| GDS Wealth Management | 470k | $43M | -6% | Mar 2024 |
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| Townsend & Associates | 468k | $41M | 1% | Mar 2024 |
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| Raymond James & Associates | 459k | $42M | 11% | Mar 2024 |
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| FMR | 457k | $41M | -1% | Mar 2024 |
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| Atria Investments | 394k | $33M | 280% | Dec 2023 |
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| Sandy Spring Bank | 394k | $36M | -3% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 394k | $36M | 0% | Mar 2024 |
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| Ameriprise Financial | 380k | $34M | -27% | Mar 2024 |
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| Nadler Financial | 379k | $34M | 4% | Mar 2024 |
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| Colony | 373k | $34M | 2% | Mar 2024 |
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| Hantz Financial Services | 361k | $33M | -1% | Mar 2024 |
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| Veracity Capital | 351k | $32M | 3% | Mar 2024 |
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| Natixis Asset Management Advisors | 332k | $30M | 17% | Mar 2024 |
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| Baird Financial | 326k | $28M | 78% | Dec 2023 |
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| ForthRight Wealth Management | 325k | $29M | -1% | Mar 2024 |
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| Kestra Private Wealth Services | 313k | $28M | 12% | Mar 2024 |
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| Atria Wealth Solutions | 310k | $28M | -2% | Mar 2024 |
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| Principal Securities | 293k | $27M | 6% | Mar 2024 |
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| H D Vest Advisory Services | 269k | $24M | 3% | Mar 2024 |
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| Southern Capital Advisors | 251k | $23M | -2% | Mar 2024 |
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| Dean Investment Associates | 247k | $21M | 100% | Dec 2023 |
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| Drake & Associates | 239k | $22M | 6% | Mar 2024 |
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| Garde Capital | 231k | $20M | 6% | Dec 2023 |
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| Northwestern Mutual Wealth Management Company | 229k | $21M | -12% | Mar 2024 |
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| ERTS Wealth Advisors | 222k | $20M | -4% | Mar 2024 |
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| BCJ Capital Management | 222k | $19M | -32% | Dec 2023 |
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| Steele Capital Management | 218k | $20M | -2% | Mar 2024 |
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| Madison Wealth Partners | 216k | $20M | 1% | Mar 2024 |
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| DDFG | 215k | $20B | -1% | Mar 2024 |
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| Vident Advisory | 214k | $18M | 21% | Dec 2023 |
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| Howe and Rusling | 208k | $19M | 21% | Mar 2024 |
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| Ironwood Wealth Management | 204k | $18M | -1% | Mar 2024 |
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| Charles Schwab Investment Management | 203k | $18M | -7% | Mar 2024 |
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| Private Advisor | 200k | $18M | 17% | Mar 2024 |
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| Financial Advocates Investment Management | 184k | $14M | 75% | Mar 2024 |
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| SkyOak Wealt | 181k | $16M | 0% | Mar 2024 |
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| Strategies Wealth Advisors | 175k | $16M | -4% | Mar 2024 |
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| Allianz Asset Management | 166k | $14M | 52% | Dec 2023 |
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| Global Strategic Investment Solutions | 163k | $15M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 163k | $15M | 17% | Mar 2024 |
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| Petix & Botte | 154k | $14M | -50% | Mar 2024 |
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| Crescent Grove Advisors | 154k | $14M | 2% | Mar 2024 |
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| Centaurus Financial | 151k | $14M | 1% | Mar 2024 |
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| PCA Investment Advisory Services | 147k | $13M | 13% | Mar 2024 |
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| Creative Financial Designs | 147k | $13M | 4389% | Mar 2024 |
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| Tortoise Investment Management | 145k | $13M | 7% | Mar 2024 |
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| Flagship Harbor Advisors | 145k | $13M | 248% | Mar 2024 |
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| Cosner Financial Group | 143k | $13M | 1% | Mar 2024 |
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| Eaton Financial Holdings Company | 140k | $13M | 0% | Mar 2024 |
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| McMahon Financial Advisors | 138k | $13M | 0% | Mar 2024 |
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| First Hawaiian Bank | 138k | $13M | -20% | Mar 2024 |
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| United Capital Financial Advisers | 138k | $13M | -3% | Mar 2024 |
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| Richard W. Paul & Associates | 137k | $12M | 3% | Dec 2023 |
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| Carl P. Sherr & Co | 137k | $12M | 0% | Mar 2024 |
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| Stifel Financial | 132k | $12M | 1% | Mar 2024 |
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| Amplius Wealth Advisors | 131k | $12M | -11% | Mar 2024 |
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| Foundry Financial Group | 131k | $12M | 2% | Mar 2024 |
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| Lutz Financial Services | 130k | $12M | -1% | Mar 2024 |
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| Savant Capital Management | 129k | $12M | -1% | Mar 2024 |
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| Rockefeller Capital Management | 128k | $11M | -2% | Dec 2023 |
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| Birchcreek Wealth Management | 118k | $11M | 7% | Mar 2024 |
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| Integrated Wealth Concepts | 118k | $11M | -10% | Mar 2024 |
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| Branch Banking & Trust Company | 116k | $11M | 4% | Mar 2024 |
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| Creative Planning | 114k | $10M | 14% | Mar 2024 |
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| Sigma Planning | 113k | $10M | 170% | Mar 2024 |
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| Stratos Wealth Partners | 105k | $9.5M | 1% | Mar 2024 |
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| Robinson Smith Wealth Advisors | 100k | $9.0M | -1% | Mar 2024 |
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| Concurrent Investment Advisors | 100k | $9.0M | 1% | Mar 2024 |
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| Advisory Services Network | 99k | $8.9M | 3% | Mar 2024 |
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| Kestra Advisory Services | 98k | $8.3M | -2% | Dec 2023 |
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| Scissortail Wealth Management | 98k | $8.8M | 100% | Mar 2024 |
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| Certified Advisory Corp | 98k | $8.8M | 3% | Mar 2024 |
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| LaSalle St. Investment Advisors | 98k | $8.8M | 405% | Mar 2024 |
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| M^T Bank Corporation | 96k | $8.7M | -35% | Mar 2024 |
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| Eldridge Investment Advisors | 96k | $8.7M | 0% | Mar 2024 |
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| Corepath Wealth Partners | 94k | $8.2M | -61% | Mar 2024 |
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| Financial Council Asset Management | 92k | $8.3M | -3% | Mar 2024 |
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| Dynamic Advisors Solutions | 92k | $8.3M | -1% | Mar 2024 |
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| Us Bancorp | 91k | $8.2M | -2% | Mar 2024 |
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| Quent Capital | 90k | $8.1M | -6% | Mar 2024 |
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| Robertson Stephens Wealth Management | 84k | $7.6M | 49% | Mar 2024 |
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| Alliancebernstein | 84k | $7.1M | 1% | Dec 2023 |
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| HighMark Wealth Management | 81k | $7.3M | -3% | Mar 2024 |
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| Symphony Financial | 79k | $7.2M | -27% | Mar 2024 |
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| BEAM Asset Management | 79k | $7.1M | 0% | Mar 2024 |
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| My Purposeful Wealth Corp. | 77k | $7.0M | -42% | Mar 2024 |
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| Legacy Financial Group | 76k | $6.9M | 100% | Mar 2024 |
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| Edge Capital Group | 76k | $6.9M | 0% | Mar 2024 |
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| Motive Wealth Advisors | 75k | $6.8M | 78% | Mar 2024 |
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| Charter Oak Capital Management | 75k | $6.8M | 7% | Mar 2024 |
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| Mariner Wealth Advisors | 72k | $6.5M | -14% | Mar 2024 |
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| Main Street Financial Solutions | 72k | $6.5M | 100% | Mar 2024 |
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| Financial Advisory Corp | 71k | $6.5M | 41% | Mar 2024 |
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| USAdvisors Wealth Management | 70k | $6.3M | -6% | Mar 2024 |
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| PrairieView Partners | 68k | $6.2M | -1% | Mar 2024 |
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| Silver Oak Securities | 66k | $5.9M | -3% | Mar 2024 |
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| Canvas Wealth Advisors | 64k | $5.5M | -14% | Mar 2024 |
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| Defined Wealth Management | 63k | $5.7M | 0% | Mar 2024 |
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| Resources Investment Advisors | 63k | $5.7M | -4% | Mar 2024 |
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| Russell Investments | 62k | $5.6M | 100% | Mar 2024 |
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| Global Retirement Partners | 62k | $5.6M | 0% | Mar 2024 |
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| Mercer Global Advisors | 61k | $5.5M | -1% | Mar 2024 |
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| 180 Wealth Advisors | 61k | $5.5M | -2% | Mar 2024 |
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| Spire Wealth Management | 61k | $5.5M | -1% | Mar 2024 |
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| Integrated Advisors Network | 60k | $5.5M | -70% | Mar 2024 |
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| Vantage Financial Partners | 60k | $5.4M | 3% | Mar 2024 |
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| Ameritas Advisory Services | 58k | $4.9M | -54% | Dec 2023 |
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| ICA Group Wealth Management | 58k | $5.2M | -13% | Mar 2024 |
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| Bridge Advisory | 57k | $5.2M | 84% | Mar 2024 |
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| Envestnet Portfolio Solutions | 56k | $5.1M | 447% | Mar 2024 |
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| WJ Wealth Management | 56k | $5.1M | -4% | Mar 2024 |
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| Able Wealth Management | 56k | $4.7M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 55k | $5.0M | -4% | Mar 2024 |
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| Eley Financial Management | 54k | $4.9M | -1% | Mar 2024 |
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| Pamela Horwath | 54k | $4.9M | 0% | Mar 2024 |
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| Hilltop Holdings | 54k | $4.9M | 22% | Mar 2024 |
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| Brian McDonald | 53k | $4.8M | 10% | Mar 2024 |
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| Perigon Wealth Management | 52k | $4.7M | -4% | Mar 2024 |
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| Janney Montgomery Scott | 51k | $4.6M | -12% | Mar 2024 |
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| Beck Bode | 46k | $3.9M | -12% | Dec 2023 |
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| Mitchell Capital Management | 37k | $3.4M | -42% | Mar 2024 |
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| Monument Capital Management | 37k | $3.3M | -65% | Mar 2024 |
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| Equity Investment Corp Acquisition | 27k | $2.5M | -58% | Mar 2024 |
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| AE Wealth Management | 23k | $2.1M | -91% | Mar 2024 |
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| Beacon Pointe Advisors | 12k | $1.0M | -96% | Dec 2023 |
|
Who sold out of iShares Russell 3000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | Sep 2023 | 201k | $15M |