Who owns iShares Russell 2000 Value Index?
- Ticker: IWN
- CUSIP Number: 464287630
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Russell 2000 Value Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Russell 2000 Value Index stock
Who bought or sold iShares Russell 2000 Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 6.2M | $992M | 5% | Mar 2024 |
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| Morgan Stanley | 6.1M | $964M | -5% | Mar 2024 |
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| Tiaa Trust, National Association | 2.6M | $411M | 5% | Mar 2024 |
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| Envestnet Asset Management | 1.9M | $309M | -4% | Mar 2024 |
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| Starboard Value | 1.7M | $271M | -6% | Mar 2024 |
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| Goldman Sachs Group | 1.4M | $215M | -8% | Mar 2024 |
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| Commonwealth Equity Services | 1.2M | $191M | 0% | Mar 2024 |
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| Pnc Financial Services | 1.2M | $191M | 0% | Mar 2024 |
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| UBS Group | 1.1M | $170M | 0% | Mar 2024 |
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| D.A. Davidson & Co. | 1.0M | $162M | 2% | Mar 2024 |
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| Wells Fargo & Company | 963k | $153M | -18% | Mar 2024 |
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| Betterment | 933k | $148M | -5% | Mar 2024 |
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| M^T Bank Corporation | 916k | $146M | 25% | Mar 2024 |
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| Alaska Permanent Fund Corp | 850k | $135M | -4% | Mar 2024 |
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| Northern Trust | 803k | $128M | -2% | Mar 2024 |
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| LPL Financial | 754k | $120M | 26% | Mar 2024 |
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| Us Bancorp | 714k | $113M | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 682k | $108M | 2% | Mar 2024 |
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| Charles Schwab Investment Management | 572k | $91M | 6% | Mar 2024 |
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| Cassaday & Co Wealth Management | 568k | $90M | 2% | Mar 2024 |
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| Royal Bank of Canada | 490k | $78M | 2% | Mar 2024 |
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| Bailard | 488k | $78M | 1583% | Mar 2024 |
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| Allspring Global Investments Holdings | 483k | $77M | 35% | Mar 2024 |
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| Victory Capital Management | 479k | $76M | -19% | Mar 2024 |
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| Commerce Bank N A | 414k | $66M | 2% | Mar 2024 |
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| Bank of New York Mellon | 395k | $63M | -13% | Mar 2024 |
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| Jasper Ridge Partners | 387k | $61M | 0% | Mar 2024 |
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| Facet Wealth | 360k | $56M | 10% | Mar 2024 |
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| Raymond James Financial Services Advisors | 359k | $57M | 38% | Mar 2024 |
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| Raymond James & Associates | 355k | $56M | 46% | Mar 2024 |
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| Badgley Phelps Wealth Managers | 353k | $56M | 1% | Mar 2024 |
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| Picton Mahoney Asset Management | 325k | $52M | 103% | Mar 2024 |
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| Rockefeller Capital Management | 320k | $50M | 72% | Dec 2023 |
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| Sei Investments | 318k | $50M | 2% | Mar 2024 |
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| Amg National Trust Bank | 312k | $50M | -2% | Mar 2024 |
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| HighTower Advisors | 299k | $47M | -7% | Mar 2024 |
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| Whittier Trust | 298k | $47M | 0% | Mar 2024 |
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| Citadel Advisors | 282k | $45M | 1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 273k | $43M | 7% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 266k | $42M | -15% | Mar 2024 |
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| Waldron | 247k | $39M | -13% | Mar 2024 |
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| MAI Wealth Advisors | 243k | $39M | 0% | Mar 2024 |
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| Pathstone Holdings | 242k | $38M | -1% | Mar 2024 |
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| Comprehensive Financial Management | 231k | $37M | 0% | Mar 2024 |
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| Stephens Group Asset Management | 225k | $36M | 1% | Mar 2024 |
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| Rsm Us Wealth Management | 222k | $35M | 1% | Mar 2024 |
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| Pacific Life Fund Advisors | 218k | $35M | -6% | Mar 2024 |
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| Ameriprise Financial | 217k | $35M | -13% | Mar 2024 |
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| Citigroup | 215k | $34M | 63% | Mar 2024 |
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| Colony | 214k | $34M | 244% | Mar 2024 |
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| Branch Banking & Trust Company | 212k | $34M | -5% | Mar 2024 |
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| Twin Tree Management | 197k | $31M | -18% | Mar 2024 |
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| BlackRock | 195k | $31M | 10% | Mar 2024 |
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| Bank Of Montreal | 183k | $29M | -2% | Mar 2024 |
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| Mariner Wealth Advisors | 172k | $27M | -14% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 165k | $26M | 2% | Mar 2024 |
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| CastleArk Management | 164k | $26M | 0% | Mar 2024 |
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| Modera Wealth Management | 163k | $26M | -1% | Mar 2024 |
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| GW & Wade | 152k | $24M | 0% | Dec 2023 |
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| Courier Capital Corp | 146k | $23M | -1% | Mar 2024 |
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| Duff & Phelps Investment Management | 144k | $22M | 1% | Dec 2023 |
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| Bp Wealth Management | 143k | $23M | -10% | Mar 2024 |
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| Johnson Investment Counsel | 143k | $23M | 4% | Mar 2024 |
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| SRS Capital Advisors | 141k | $22M | -1% | Dec 2023 |
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| CI Private Wealth | 140k | $22M | 2% | Mar 2024 |
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| Stephens | 134k | $21M | -32% | Mar 2024 |
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| Susquehanna International | 134k | $21M | -76% | Mar 2024 |
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| Baird Financial | 127k | $20M | -4% | Dec 2023 |
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| ZB | 125k | $19M | 4424% | Dec 2023 |
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| FMR | 123k | $20M | 155% | Mar 2024 |
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| Brian McDonald | 117k | $19M | 2% | Mar 2024 |
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| Shapiro Capital Management | 117k | $19M | 4643% | Mar 2024 |
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| Fiduciary Trust Company | 114k | $18M | -2% | Dec 2023 |
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| Jeffrey L. Gendell | 112k | $18M | 37% | Mar 2024 |
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| Two Sigma Investments | 111k | $18M | -20% | Mar 2024 |
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| Zhang Financial | 110k | $18M | -2% | Mar 2024 |
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| Covenant Partners | 110k | $17M | -5% | Mar 2024 |
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| Savant Capital Management | 109k | $17M | -1% | Mar 2024 |
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| Advisor Group Holdings | 106k | $17M | -17% | Mar 2024 |
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| Fifth Third Bancorp | 105k | $17M | -11% | Mar 2024 |
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| Franklin Resources | 103k | $16M | 48% | Mar 2024 |
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| New South Capital Management | 93k | $15M | 28% | Mar 2024 |
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| Ohio Pers | 93k | $15M | 36% | Mar 2024 |
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| Captrust Financial Advisors | 92k | $15M | -37% | Mar 2024 |
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| Warren Averett Asset Management | 92k | $15M | 20% | Mar 2024 |
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| Aspiriant | 91k | $15M | -3% | Mar 2024 |
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| HPM Partners | 88k | $14M | 2% | Mar 2024 |
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| Flaharty Asset Management | 87k | $14M | -1% | Dec 2023 |
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| Honkamp Krueger Financial Services | 87k | $14M | -85% | Mar 2024 |
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| Stifel Financial | 85k | $14M | -17% | Mar 2024 |
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| Thompson, Siegel, & Walmsley | 83k | $13M | -8% | Mar 2024 |
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| Creative Planning | 83k | $13M | 5% | Mar 2024 |
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| D. E. Shaw & Co | 82k | $13M | 100% | Mar 2024 |
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| Churchill Management Corp. | 80k | $13M | 100% | Mar 2024 |
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| Aristotle Capital Boston | 78k | $12M | -31% | Mar 2024 |
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| Powell Investment Advisors | 77k | $12M | -1% | Mar 2024 |
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| Mma Asset Management | 77k | $12M | 0% | Dec 2023 |
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| Alliancebernstein | 77k | $12M | 13% | Dec 2023 |
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| Moneta Group Investment Advisors | 76k | $12M | -2% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 76k | $12M | 0% | Mar 2024 |
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| Barclays | 75k | $12M | 85% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 75k | $12M | 16% | Mar 2024 |
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| Sonata Capital | 74k | $12M | -9% | Mar 2024 |
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| Wellington Management Company | 73k | $11M | 31% | Dec 2023 |
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| Financial Advocates Investment Management | 72k | $2.6M | 3217% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 71k | $11M | 0% | Mar 2024 |
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| Hillcrest Wealth Advisors - NY | 71k | $11M | -9% | Mar 2024 |
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| Kestra Private Wealth Services | 70k | $11M | 6% | Mar 2024 |
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| Qube Research & Technologies | 68k | $11M | 4% | Mar 2024 |
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| Keybank National Association | 65k | $10M | 0% | Mar 2024 |
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| Principal Financial Group | 64k | $10M | -57% | Mar 2024 |
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| LBJ Family Wealth Advisors | 64k | $10M | -3% | Dec 2023 |
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| Harbor Investment Advisory | 64k | $10M | -3% | Mar 2024 |
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| Performa | 63k | $10M | -17% | Mar 2024 |
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| Azarias Capital Management | 63k | $10M | 12% | Mar 2024 |
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| William Blair $ Company | 63k | $10M | 10% | Mar 2024 |
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| FTB Advisors | 63k | $9.9M | -13% | Mar 2024 |
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| Glenmede Trust Company | 61k | $9.7M | -7% | Mar 2024 |
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| RTD Financial Advisors | 61k | $9.7M | -2% | Mar 2024 |
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| Strategic Wealth Partners | 60k | $9.5M | -1% | Mar 2024 |
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| Crestone Asset Management | 60k | $9.5M | 3% | Mar 2024 |
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| Assetmark | 57k | $9.1M | 3539% | Mar 2024 |
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| FSA Wealth Management | 56k | $8.9M | 3% | Mar 2024 |
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| Atlantic Trust | 56k | $8.8M | 22% | Mar 2024 |
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| One Capital Management | 56k | $8.8M | -3% | Mar 2024 |
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| Royce & Associates | 56k | $8.8M | -4% | Mar 2024 |
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| Hanson McClain Advisors | 53k | $8.5M | 0% | Mar 2024 |
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| Pure Financial Advisors | 53k | $8.5M | 1% | Mar 2024 |
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| Cm Wealth Advisors | 53k | $8.2M | 10% | Mar 2024 |
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| TD Waterhouse Canada | 53k | $10M | 10% | Mar 2024 |
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| Brooklyn FI | 52k | $8.2M | 2% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 50k | $8.0M | -12% | Mar 2024 |
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| Vaughan Nelson Investment Management | 50k | $7.9M | -21% | Mar 2024 |
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| Hsbc Holdings | 50k | $7.7M | -18% | Dec 2023 |
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| Sontag Advisory | 50k | $7.9M | 6% | Mar 2024 |
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| EP Wealth Advisors | 49k | $7.6M | -8% | Dec 2023 |
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| Gts Securities | 48k | $7.6M | 0% | Mar 2024 |
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| Marion Wealth Management | 46k | $7.4M | 0% | Mar 2024 |
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| Buckingham Asset Management | 46k | $7.3M | 5% | Mar 2024 |
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| Kestra Advisory Services | 46k | $7.1M | -5% | Dec 2023 |
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| CB^T Wealth Management | 45k | $7.1M | 0% | Mar 2024 |
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| Systematic Financial Management | 45k | $6.9M | 339% | Dec 2023 |
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| Venture Visionary Partners | 45k | $7.1M | 1% | Mar 2024 |
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| TD Asset Management | 44k | $7.0M | 1% | Mar 2024 |
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| Hilltop Holdings | 43k | $6.8M | 100% | Mar 2024 |
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| Sierra Capital | 39k | $6.2M | 0% | Mar 2024 |
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| Brookstone Capital Management | 38k | $6.0M | -3% | Mar 2024 |
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| HB Wealth Management | 37k | $5.9M | 6% | Mar 2024 |
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| Wesbanco Trust And Investments | 36k | $5.7M | -1% | Mar 2024 |
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| Mercer Global Advisors | 36k | $5.7M | -4% | Mar 2024 |
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| H D Vest Advisory Services | 36k | $5.7M | -22% | Mar 2024 |
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| Earnest Partners | 30k | $4.8M | -59% | Mar 2024 |
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| Bishop & Co Investment Management | 24k | $3.7M | -47% | Mar 2024 |
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| Leeward Investments, LLC - MA | 23k | $3.6M | -59% | Mar 2024 |
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| Silvercrest Asset Management Group | 22k | $3.5M | -75% | Mar 2024 |
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| Central Trust & Investment | 19k | $3.0M | -49% | Mar 2024 |
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| Carnegie Capital Asset Management | 14k | $2.2M | -70% | Mar 2024 |
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| Millennium Management | 7.9k | $1.3M | -96% | Mar 2024 |
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| Neuberger Berman Group | 7.0k | $1.1M | -94% | Mar 2024 |
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| Brandywine Global Investment Management | 4.0k | $637k | -91% | Mar 2024 |
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| Cutler | 2.6k | $413k | -95% | Mar 2024 |
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| Thrivent Financial for Lutherans | 1.4k | $216k | -96% | Mar 2024 |
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Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Florida State Board of Administration | Dec 2023 | 1.4M | $214M |
| Advisors Preferred | Dec 2023 | 229k | $36M |
| WoodTrust Financial Corp | Dec 2023 | 141k | $22M |
| Parallax Volatility Advisers | Dec 2023 | 54k | $8.4M |