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 |
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| Morgan Stanley | 1.2M | $366M | 0% | Mar 2024 |
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| Northern Trust | 1.1M | $318M | 0% | Mar 2024 |
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| BlackRock | 958k | $288M | 72% | Mar 2024 |
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| Bank of America Corporation | 933k | $280M | -2% | Mar 2024 |
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| Bank of New York Mellon | 728k | $219M | -2% | Mar 2024 |
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| Goldman Sachs Group | 658k | $198M | -12% | Mar 2024 |
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| Jpmorgan Chase & Co | 624k | $187M | -34% | Mar 2024 |
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| Pitcairn Company | 542k | $148M | 0% | Dec 2023 |
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| Ameriprise Financial | 470k | $141M | -7% | Mar 2024 |
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| UBS Group | 452k | $136M | -1% | Mar 2024 |
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| LPL Financial | 440k | $132M | 1% | Mar 2024 |
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| Evensky & Katz | 404k | $121M | -3% | Mar 2024 |
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| UNC Management Company | 401k | $120M | 100% | Mar 2024 |
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| HighTower Advisors | 317k | $95M | 2% | Mar 2024 |
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| Colony | 303k | $91M | 4% | Mar 2024 |
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| Pnc Financial Services | 293k | $88M | 7% | Mar 2024 |
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| TLWM | 288k | $86M | -3% | Mar 2024 |
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| _Sentinel Trust Company, LBA______________ | 279k | $84M | 6% | Mar 2024 |
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| Pegasus Partners | 246k | $74M | 1% | Mar 2024 |
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| Family Firm | 207k | $62M | -4% | Mar 2024 |
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| Captrust Financial Advisors | 205k | $62M | 20% | Mar 2024 |
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| William Blair $ Company | 200k | $60M | -4% | Mar 2024 |
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| CI Private Wealth | 195k | $59M | 1% | Mar 2024 |
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| AlphaCore Capital | 191k | $57M | 9% | Mar 2024 |
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| Warren Averett Asset Management | 190k | $57M | 103% | Mar 2024 |
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| Wells Fargo & Company | 182k | $55M | -14% | Mar 2024 |
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| Mercer Global Advisors | 180k | $54M | -6% | Mar 2024 |
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| Proficio Capital Partners | 177k | $52M | 1% | Mar 2024 |
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| Bessemer | 174k | $48M | 0% | Dec 2023 |
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| Ballentine Partners | 170k | $51M | 2% | Mar 2024 |
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| GM Advisory | 167k | $50M | 4% | Mar 2024 |
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| R. M. Davis | 160k | $48M | 0% | Mar 2024 |
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| Commerce Bank N A | 159k | $48M | 7% | Mar 2024 |
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| Envestnet Asset Management | 158k | $47M | -24% | Mar 2024 |
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| Tiaa Trust, National Association | 157k | $47M | -1% | Mar 2024 |
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| Calamos Wealth Management | 156k | $47M | -1% | Mar 2024 |
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| New York State Common Retirement Fund | 155k | $47M | -17% | Mar 2024 |
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| Stephens | 155k | $46M | 6% | Mar 2024 |
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| Franklin Resources | 145k | $43M | 1% | Mar 2024 |
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| Wind River Trust | 125k | $37M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 124k | $37M | -22% | Mar 2024 |
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| Bank Of Montreal | 123k | $37M | -1% | Mar 2024 |
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| HPM Partners | 121k | $36M | 120% | Mar 2024 |
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| Geneos Wealth Management | 111k | $33M | -8% | Mar 2024 |
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| Tanglewood Wealth Management | 107k | $32M | -6% | Mar 2024 |
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| Advisor Group Holdings | 105k | $32M | -6% | Mar 2024 |
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| Hantz Financial Services | 105k | $31M | -8% | Mar 2024 |
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| Caprock | 101k | $30M | 0% | Mar 2024 |
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| Georgetown University | 100k | $30M | 1% | Mar 2024 |
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| Waldron | 97k | $29M | -1% | Mar 2024 |
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| Strategic Financial | 97k | $27M | 0% | Dec 2023 |
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| Royal Bank of Canada | 96k | $29M | -16% | Mar 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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| Great Diamond Partners | 93k | $28M | 2% | Mar 2024 |
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| Us Bancorp | 91k | $27M | -1% | Mar 2024 |
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| Hartland & Co | 90k | $25M | 0% | Dec 2023 |
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| Brighton Jones | 87k | $26M | 100% | Mar 2024 |
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| HB Wealth Management | 85k | $26M | 0% | Mar 2024 |
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| Ieq Capital | 85k | $25M | 2% | Mar 2024 |
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| Brookstone Capital Management | 82k | $25M | 5% | Mar 2024 |
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| Brian McDonald | 82k | $25M | -1% | Mar 2024 |
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| Fifth Third Bancorp | 81k | $24M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 77k | $23M | 0% | Mar 2024 |
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| Embree Financial Group | 77k | $23M | -2% | Mar 2024 |
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| Stairway Partners | 74k | $22M | -4% | Mar 2024 |
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| Fft Wealth Management | 73k | $22M | -84% | Mar 2024 |
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| Brooklyn FI | 72k | $22M | 0% | Mar 2024 |
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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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| Savant Capital Management | 67k | $20M | -5% | Mar 2024 |
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| Johnson Investment Counsel | 62k | $19M | 1% | Mar 2024 |
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| Truepoint | 62k | $19M | -4% | Mar 2024 |
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| Compass Financial | 59k | $18M | -1% | Mar 2024 |
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| Campbell Wealth Management | 58k | $18M | -26% | Mar 2024 |
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| BKD Wealth Advisors | 56k | $17M | -1% | Mar 2024 |
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| Wealthstream Advisors | 55k | $16M | -3% | Mar 2024 |
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| Diversified Portfolios | 55k | $16M | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 54k | $16M | -1% | Mar 2024 |
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| O'Brien Wealth Partners | 52k | $16M | -2% | Mar 2024 |
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| Buckingham Asset Management | 52k | $16M | -2% | Mar 2024 |
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| United Capital Financial Advisers | 52k | $16M | 6% | Mar 2024 |
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| Churchill Management Corp. | 52k | $15M | -13% | Mar 2024 |
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| Branch Banking & Trust Company | 50k | $15M | -13% | Mar 2024 |
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| Balentine | 49k | $15M | 2% | Mar 2024 |
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| BBR Partners | 48k | $14M | -1% | Mar 2024 |
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| FMR | 47k | $14M | 11% | Mar 2024 |
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| Sontag Advisory | 47k | $14M | -20% | Mar 2024 |
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| Hanover Advisors | 46k | $14M | 100% | Mar 2024 |
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| AlTi Global | 45k | $14M | 3% | Mar 2024 |
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| Tanager Wealth Management | 43k | $13M | -1% | Mar 2024 |
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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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| Moss Adams Wealth Advisors | 42k | $13M | 21% | 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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| Umb Bank N A | 39k | $12M | 2% | Mar 2024 |
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| Susquehanna International | 38k | $11M | -43% | Mar 2024 |
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| JFS Wealth Advisors | 38k | $11M | -1% | Mar 2024 |
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| Ipswich Investment Management | 38k | $11M | -5% | Mar 2024 |
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| Roble, Belko & Company | 37k | $11M | -2% | Mar 2024 |
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| Conservest Capital Advisors | 37k | $11M | 0% | Mar 2024 |
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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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| Creative Planning | 36k | $11M | 2% | Mar 2024 |
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| CWM | 35k | $11M | 0% | Mar 2024 |
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| Allen Investment Management | 35k | $11M | 0% | Mar 2024 |
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| Silvercrest Asset Management Group | 35k | $11M | 300% | Mar 2024 |
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| Regis Management Company | 35k | $11M | 0% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 35k | $11M | 0% | Mar 2024 |
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| Lido Advisors | 35k | $10M | 4% | Mar 2024 |
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| Citigroup | 34k | $10M | 1% | Mar 2024 |
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| Lgl Partners | 33k | $9.9M | -89% | Mar 2024 |
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| M^T Bank Corporation | 33k | $9.9M | -5% | Mar 2024 |
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| Glenmede Trust Company | 30k | $9.1M | -27% | Mar 2024 |
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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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| Intelligence Driven Advisers | 29k | $8.5M | -19% | Mar 2024 |
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| Raymond James & Associates | 28k | $8.3M | -21% | Mar 2024 |
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| Fund Evaluation Group | 27k | $8.1M | 6% | Mar 2024 |
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| Aspiriant | 26k | $7.9M | -4% | Mar 2024 |
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| Forte Asset Management | 26k | $7.9M | 2% | Mar 2024 |
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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 | $7.6M | 0% | Mar 2024 |
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| Humankind Investments | 25k | $7.4M | 100% | Mar 2024 |
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| Strategic Equity Management | 25k | $7.4M | 67% | Mar 2024 |
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| Jordan Park Group | 24k | $7.3M | 0% | Mar 2024 |
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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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| Rhumbline Advisers | 23k | $7.0M | -62% | Mar 2024 |
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| LCNB | 23k | $6.9M | 0% | Mar 2024 |
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| Running Point Capital Advisors | 23k | $6.9M | -10% | Mar 2024 |
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| Norris Perne & French | 23k | $6.9M | 0% | Mar 2024 |
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| St. Louis Trust | 23k | $6.9M | -1% | Mar 2024 |
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| Financial Services Advisory | 23k | $6.8M | 11% | Mar 2024 |
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| Wetherby Asset Management | 23k | $6.7M | 0% | Mar 2024 |
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| Circle Wealth Management | 22k | $6.1M | 0% | Dec 2023 |
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| Atlantic Trust | 22k | $6.5M | 10% | Mar 2024 |
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| Legacy Trust | 21k | $6.4M | -6% | Mar 2024 |
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| Orion Portfolio Solutions | 21k | $6.3M | -2% | Mar 2024 |
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| Sheridan Capital Management | 21k | $6.2M | 9% | Mar 2024 |
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| Private Advisor | 21k | $6.1M | -13% | Mar 2024 |
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| Baird Financial | 20k | $5.5M | 0% | Dec 2023 |
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| Pathstone Holdings | 20k | $5.9M | 42% | Mar 2024 |
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| Whittier Trust | 20k | $5.9M | 0% | Mar 2024 |
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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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| Winthrop Advisory Group | 19k | $5.7M | 1% | Mar 2024 |
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| Rebalance | 19k | $5.6M | -7% | Mar 2024 |
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| Cambridge Investment Research Advisors | 18k | $5.4M | -24% | Mar 2024 |
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| Chesapeake Wealth Management | 18k | $5.4M | -5% | Mar 2024 |
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| Victory Capital Management | 16k | $4.9M | -47% | Mar 2024 |
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| First Heartland Consultants | 14k | $4.1M | -63% | Mar 2024 |
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| Keybank National Association | 8.1k | $2.4M | -97% | Mar 2024 |
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| Moran Wealth Management | 6.7k | $2.0M | -68% | Mar 2024 |
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| Zacks Investment Management | 6.4k | $1.9M | -71% | Mar 2024 |
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| Partners Capital Investment Group | 5.9k | $1.8M | -83% | Mar 2024 |
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| Jaffetilchin Investment Partners | 5.4k | $1.6M | -89% | Mar 2024 |
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| P-Solve | 4.0k | $1.2M | -90% | Mar 2024 |
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Who sold out of iShares Russell 3000 Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Portfolio Strategies | Sep 2023 | 123k | $30M |
| Laird Norton Tyee Trust | Sep 2023 | 67k | $17M |
| Vaughan Nelson Investment Management | Dec 2023 | 63k | $17M |