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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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 |
---|---|---|---|---|---|
Morgan Stanley | 6.4M | $867M | -9% | Sep 2023 |
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Bank of America Corporation | 5.9M | $922M | 7% | Dec 2023 |
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Tiaa Trust, National Association | 2.5M | $383M | -1% | Dec 2023 |
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Jones Financial Companies, L.L | 2.2M | $295M | 3% | Sep 2023 |
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Envestnet Asset Management | 2.0M | $274M | -1% | Sep 2023 |
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Starboard Value | 1.8M | $280M | 16% | Dec 2023 |
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Goldman Sachs Group | 1.5M | $230M | 35% | Dec 2023 |
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Florida State Board of Administration | 1.4M | $214M | 100% | Dec 2023 |
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Commonwealth Equity Services | 1.2M | $188M | 3% | Dec 2023 |
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Pnc Financial Services | 1.2M | $187M | -12% | Dec 2023 |
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Wells Fargo & Company | 1.2M | $182M | 12% | Dec 2023 |
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UBS Group | 1.1M | $166M | -9% | Dec 2023 |
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D.A. Davidson & Co. | 1.0M | $156M | 0% | Dec 2023 |
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Betterment | 979k | $152M | -8% | Dec 2023 |
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Alaska Permanent Fund Corp | 882k | $137M | 0% | Dec 2023 |
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Northern Trust | 821k | $111M | -5% | Sep 2023 |
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M^T Bank Corporation | 735k | $114M | 60% | Dec 2023 |
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Us Bancorp | 691k | $107M | -1% | Dec 2023 |
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Jpmorgan Chase & Co | 669k | $104M | 45% | Dec 2023 |
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LPL Financial | 600k | $81M | 2% | Sep 2023 |
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Victory Capital Management | 592k | $92M | -3% | Dec 2023 |
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Honkamp Krueger Financial Services | 588k | $91M | 5% | Dec 2023 |
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Cassaday & Co Wealth Management | 555k | $86M | 6% | Dec 2023 |
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Susquehanna International | 551k | $75M | 516% | Sep 2023 |
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Charles Schwab Investment Management | 538k | $84M | -7% | Dec 2023 |
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Royal Bank of Canada | 480k | $75M | -11% | Dec 2023 |
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Pathstone Family Office | 477k | $34M | 1861% | Sep 2023 |
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Bank of New York Mellon | 455k | $71M | -27% | Dec 2023 |
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Commerce Bank N A | 407k | $63M | -6% | Dec 2023 |
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Jasper Ridge Partners | 387k | $60M | -6% | Dec 2023 |
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Allspring Global Investments Holdings | 359k | $56M | -38% | Dec 2023 |
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Badgley Phelps Wealth Managers | 350k | $54M | 9% | Dec 2023 |
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Facet Wealth | 327k | $48M | 14% | Dec 2023 |
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HighTower Advisors | 323k | $50M | 45% | Dec 2023 |
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Rockefeller Capital Management | 320k | $50M | 72% | Dec 2023 |
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Amg National Trust Bank | 319k | $50M | -1% | Dec 2023 |
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Brown Advisory Holdings Incorporated | 314k | $49M | 8% | Dec 2023 |
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Sei Investments | 312k | $42M | 4% | Sep 2023 |
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Whittier Trust | 297k | $46M | 2% | Dec 2023 |
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Waldron | 284k | $44M | 118% | Dec 2023 |
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Citadel Advisors | 280k | $44M | 37% | Dec 2023 |
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Raymond James Financial Services Advisors | 261k | $41M | 4% | Dec 2023 |
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Wealth Enhancement Advisory Services | 255k | $40M | -2% | Dec 2023 |
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Ameriprise Financial | 249k | $35M | -20% | Sep 2023 |
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Pathstone Holdings | 244k | $38M | 100% | Dec 2023 |
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MAI Wealth Advisors | 243k | $38M | -3% | Dec 2023 |
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Raymond James & Associates | 243k | $38M | 5% | Dec 2023 |
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Twin Tree Management | 241k | $37M | 100% | Dec 2023 |
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Pacific Life Fund Advisors | 231k | $36M | 100% | Dec 2023 |
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Comprehensive Financial Management | 231k | $36M | 0% | Dec 2023 |
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Advisors Preferred | 229k | $36M | 100% | Dec 2023 |
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Branch Banking & Trust Company | 224k | $35M | -2% | Dec 2023 |
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Stephens Group Asset Management | 223k | $35M | 6% | Dec 2023 |
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Rsm Us Wealth Management | 219k | $34M | 13% | Dec 2023 |
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Millennium Management | 217k | $34M | -5% | Dec 2023 |
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Mariner Wealth Advisors | 199k | $31M | 24% | Dec 2023 |
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Stephens | 196k | $27M | -3% | Sep 2023 |
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Bank Of Montreal | 187k | $30M | -6% | Dec 2023 |
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BlackRock | 178k | $24M | -9% | Sep 2023 |
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Modera Wealth Management | 164k | $26M | -5% | Dec 2023 |
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CastleArk Management | 164k | $25M | 100% | Dec 2023 |
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Whittier Trust Co. of Nevada | 162k | $25M | 1% | Dec 2023 |
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Picton Mahoney Asset Management | 160k | $25M | 1% | Dec 2023 |
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Bp Wealth Management | 160k | $25M | -33% | Dec 2023 |
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GW & Wade | 152k | $24M | 0% | Dec 2023 |
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Kayne Anderson Rudnick Investment Management | 150k | $20M | 39% | Sep 2023 |
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Principal Financial Group | 148k | $23M | 124% | Dec 2023 |
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Courier Capital Corp | 147k | $23M | 0% | Dec 2023 |
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Captrust Financial Advisors | 145k | $23M | 7% | Dec 2023 |
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Duff & Phelps Investment Management | 144k | $22M | 1% | Dec 2023 |
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WoodTrust Financial Corp | 141k | $22M | -2% | Dec 2023 |
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SRS Capital Advisors | 141k | $22M | -1% | Dec 2023 |
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Two Sigma Investments | 138k | $22M | 253% | Dec 2023 |
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CI Private Wealth | 138k | $21M | -65% | Dec 2023 |
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Johnson Investment Counsel | 138k | $21M | 6% | Dec 2023 |
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Citigroup | 132k | $21M | 254% | Dec 2023 |
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Advisor Group Holdings | 128k | $20M | -26% | Dec 2023 |
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Baird Financial | 127k | $20M | -4% | Dec 2023 |
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First Republic Investment Management | 126k | $17M | -11% | Sep 2023 |
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ZB | 125k | $19M | 4424% | Dec 2023 |
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Prudential Financial | 124k | $17M | -1% | Sep 2023 |
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Neuberger Berman Group | 121k | $19M | 1192% | Dec 2023 |
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Fifth Third Bancorp | 117k | $18M | -4% | Dec 2023 |
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Covenant Partners | 115k | $18M | 3% | Dec 2023 |
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Brian McDonald | 115k | $16M | 100% | Sep 2023 |
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Fiduciary Trust Company | 114k | $18M | -2% | Dec 2023 |
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Zhang Financial | 113k | $18M | -4% | Dec 2023 |
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Aristotle Capital Boston | 113k | $15M | -3% | Sep 2023 |
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Savant Capital Management | 110k | $17M | -2% | Dec 2023 |
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Stifel Financial | 103k | $16M | 73% | Dec 2023 |
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Synovus Financial Corp. | 98k | $13M | -3% | Sep 2023 |
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Aspiriant | 94k | $15M | -1% | Dec 2023 |
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Financial Network Investment Corporation | 93k | $13M | 94% | Sep 2023 |
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Thompson, Siegel, & Walmsley | 90k | $14M | 4% | Dec 2023 |
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Flaharty Asset Management | 87k | $14M | -1% | Dec 2023 |
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Silvercrest Asset Management Group | 87k | $12M | 50% | Sep 2023 |
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HPM Partners | 86k | $13M | 1609% | Dec 2023 |
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Jeffrey L. Gendell | 82k | $13M | 173% | Dec 2023 |
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Sonata Capital | 81k | $13M | 0% | Dec 2023 |
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Vestcor Investment Management Corp | 81k | $11M | 48% | Sep 2023 |
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Creative Planning | 79k | $12M | 19% | Dec 2023 |
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Powell Investment Advisors | 78k | $12M | -3% | Dec 2023 |
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Hillcrest Wealth Advisors - NY | 77k | $12M | -1% | Dec 2023 |
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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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Warren Averett Asset Management | 77k | $12M | -3% | Dec 2023 |
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Moneta Group Investment Advisors | 76k | $12M | -2% | Dec 2023 |
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Performa | 76k | $12M | 34% | Dec 2023 |
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Congress Wealth Management LLC / DE / | 76k | $12M | 1% | Dec 2023 |
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Earnest Partners | 75k | $12M | -6% | Dec 2023 |
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Cetera Investment Advisers | 75k | $10M | 0% | Sep 2023 |
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New South Capital Management | 73k | $11M | -11% | Dec 2023 |
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Wellington Management Company | 73k | $11M | 31% | Dec 2023 |
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FTB Advisors | 71k | $11M | 16% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 71k | $9.6M | 0% | Sep 2023 |
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Franklin Resources | 70k | $11M | -52% | Dec 2023 |
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Ohio Pers | 68k | $11M | -17% | Dec 2023 |
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Kestra Private Wealth Services | 66k | $10M | 70% | Dec 2023 |
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Glenmede Trust Company | 66k | $9.0M | -6% | Sep 2023 |
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Qube Research & Technologies | 66k | $8.9M | 100% | Sep 2023 |
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Colony Group | 65k | $8.9M | 3% | Sep 2023 |
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Harbor Investment Advisory | 65k | $10M | 9% | Dec 2023 |
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Keybank National Association | 65k | $8.8M | 1% | Sep 2023 |
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Bnp Paribas Arbitrage, Snc | 64k | $10M | -40% | Dec 2023 |
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LBJ Family Wealth Advisors | 64k | $10M | -3% | Dec 2023 |
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Vaughan Nelson Investment Management | 64k | $9.9M | -20% | Dec 2023 |
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RTD Financial Advisors | 62k | $9.7M | 5% | Dec 2023 |
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Colony | 62k | $9.7M | 100% | Dec 2023 |
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Carolinas Wealth Consulting | 62k | $7.9M | -4% | Sep 2023 |
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Strategic Wealth Partners | 60k | $8.2M | -3% | Sep 2023 |
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Royce & Associates | 58k | $9.0M | -3% | Dec 2023 |
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Crestone Asset Management | 58k | $9.0M | -7% | Dec 2023 |
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One Capital Management | 57k | $8.9M | 15% | Dec 2023 |
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Peapack Gladstone Financial Corp | 57k | $7.7M | 0% | Sep 2023 |
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William Blair $ Company | 57k | $8.9M | 8% | Dec 2023 |
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Azarias Capital Management | 57k | $8.8M | -59% | Dec 2023 |
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Leeward Investments, LLC - MA | 56k | $8.6M | 70% | Dec 2023 |
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Parallax Volatility Advisers | 54k | $8.4M | -38% | Dec 2023 |
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FSA Wealth Management | 54k | $8.4M | 1% | Dec 2023 |
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Cutler | 54k | $123k | 100% | Dec 2023 |
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Hanson McClain Advisors | 54k | $8.3M | -9% | Dec 2023 |
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Pure Financial Advisors | 53k | $8.2M | -30% | Dec 2023 |
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Brooklyn FI | 51k | $7.9M | -11% | Dec 2023 |
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Hsbc Holdings | 50k | $7.7M | -18% | Dec 2023 |
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EP Wealth Advisors | 49k | $7.6M | -8% | Dec 2023 |
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FMR | 48k | $6.5M | 26% | Sep 2023 |
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Gts Securities | 48k | $7.4M | -48% | Dec 2023 |
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Cm Wealth Advisors | 48k | $7.4M | -1% | Dec 2023 |
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TD Waterhouse Canada | 48k | $8.9M | 1% | Dec 2023 |
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Sontag Advisory | 47k | $7.3M | -3% | Dec 2023 |
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Atlantic Trust | 46k | $6.2M | -16% | Sep 2023 |
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Kestra Advisory Services | 46k | $7.1M | -5% | Dec 2023 |
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Venture Visionary Partners | 44k | $6.9M | -52% | Dec 2023 |
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Barclays | 41k | $6.3M | -72% | Dec 2023 |
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Thrivent Financial for Lutherans | 39k | $5.2M | -58% | Sep 2023 |
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Goss Wealth Management | 32k | $4.3M | -37% | Sep 2023 |
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Segall Bryant & Hamill | 26k | $4.0M | -55% | Dec 2023 |
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Strategic Equity Management | 24k | $3.6M | -52% | Dec 2023 |
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Tower Research Capital | 19k | $2.6M | -65% | Sep 2023 |
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Capstone Investment Advisors | 14k | $2.2M | -92% | Dec 2023 |
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Miracle Mile Advisors | 11k | $1.7M | -87% | Dec 2023 |
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Shapiro Capital Management | 2.5k | $383k | -96% | Dec 2023 |
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Amerivest Investment Management | 0 | $0 | -100% | Sep 2023 |
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Who sold out of iShares Russell 2000 Value Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Veritable | Jun 2023 | 222k | $31M |
SG Americas Securities | Sep 2023 | 130k | $18M |
Innealta Capital | Sep 2023 | 47k | $6.4M |