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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 2.7M | $498M | -37% | Dec 2025 |
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| Envestnet Asset Management | 2.2M | $396M | 2% | Dec 2025 |
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| D.A. Davidson & Co. | 1.2M | $226M | 2% | Dec 2025 |
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| Pnc Financial Services | 1.1M | $202M | 0% | Dec 2025 |
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| Vaughan Nelson Investment Management | 1.1M | $201M | -4% | Dec 2025 |
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| LPL Financial | 1.1M | $200M | 9% | Dec 2025 |
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| M^T Bank Corporation | 1.0M | $185M | 2% | Dec 2025 |
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| Wells Fargo & Company | 1.0M | $184M | 15% | Dec 2025 |
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| UBS Group | 806k | $146M | -4% | Dec 2025 |
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| Commonwealth Equity Services | 793k | $144M | -5% | Dec 2025 |
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| Goldman Sachs Group | 712k | $129M | -3% | Dec 2025 |
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| Betterment | 696k | $126M | -3% | Dec 2025 |
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| Charles Schwab Investment Management | 651k | $118M | -3% | Dec 2025 |
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| Cassaday & Co Wealth Management | 636k | $115M | 1% | Dec 2025 |
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| Northern Trust | 625k | $113M | 14% | Dec 2025 |
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| Royal Bank of Canada | 507k | $90M | -8% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 447k | $81M | -31% | Dec 2025 |
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| Raymond James Financial | 439k | $80M | 7% | Dec 2025 |
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| Jpmorgan Chase & Co | 434k | $77M | 100% | Sep 2025 |
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| Pacific Life Fund Advisors | 432k | $78M | -22% | Dec 2025 |
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| Pathstone Holdings | 397k | $72M | -2% | Dec 2025 |
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| Badgley Phelps Wealth Managers | 387k | $70M | 3% | Dec 2025 |
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| Colony | 341k | $62M | 25% | Dec 2025 |
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| Commerce Bank N A | 328k | $59M | -3% | Dec 2025 |
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| Jasper Ridge Partners | 322k | $58M | 0% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 281k | $51M | 50% | Dec 2025 |
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| Jones Financial Companies, L.L | 277k | $50M | 2% | Dec 2025 |
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| Cetera Investment Advisers | 273k | $49M | 6% | Dec 2025 |
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| Sei Investments | 269k | $49M | -1% | Dec 2025 |
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| Ameriprise Financial | 263k | $48M | 7% | Dec 2025 |
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| MAI Wealth Advisors | 258k | $47M | 2% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 246k | $46M | -2% | Dec 2025 |
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| Rsm Us Wealth Management | 244k | $45M | 3% | Dec 2025 |
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| Amg National Trust Bank | 244k | $44M | -6% | Dec 2025 |
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| Stephens Group Asset Management | 240k | $43M | 0% | Dec 2025 |
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| Comprehensive Financial Management | 231k | $42M | 0% | Dec 2025 |
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| Allspring Global Investments Holdings | 220k | $40M | -7% | Dec 2025 |
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| Natixis Asset Management Advisors | 209k | $38M | 1% | Dec 2025 |
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| Waldron | 207k | $38M | -5% | Dec 2025 |
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| Bank of New York Mellon | 206k | $37M | -3% | Dec 2025 |
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| Whittier Trust | 202k | $38M | -34% | Dec 2025 |
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| Wellington Management Company | 202k | $36M | 41% | Sep 2025 |
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| Kayne Anderson Rudnick Investment Management | 201k | $36M | 51% | Sep 2025 |
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| Victory Capital Management | 196k | $36M | -30% | Dec 2025 |
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| Rockefeller Capital Management | 195k | $35M | 53% | Dec 2025 |
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| Advisors Preferred | 183k | $34M | 190% | Dec 2025 |
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| Mariner Wealth Advisors | 168k | $31M | 5% | Dec 2025 |
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| Us Bancorp | 165k | $30M | 0% | Dec 2025 |
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| WoodTrust Financial Corp | 158k | $29M | 0% | Dec 2025 |
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| Johnson Investment Counsel | 156k | $28M | 7% | Dec 2025 |
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| Principal Financial Group | 155k | $28M | 199% | Dec 2025 |
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| Courier Capital Corp | 152k | $28M | 1% | Dec 2025 |
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| Hanna Zanoni | 150k | $27M | 202% | Dec 2025 |
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| CI Private Wealth | 146k | $24M | -1% | Dec 2025 |
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| Pure Financial Advisors | 142k | $26M | 9% | Dec 2025 |
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| Branch Banking & Trust Company | 141k | $26M | -2% | Dec 2025 |
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| Zions Bancorporation, National Association | 139k | $25M | 0% | Dec 2025 |
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| HighTower Advisors | 135k | $25M | 2% | Dec 2025 |
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| Henderson Group | 135k | $24M | 100% | Sep 2025 |
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| Modera Wealth Management | 133k | $24M | -2% | Dec 2025 |
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| Shapiro Capital Management | 132k | $23M | 76% | Sep 2025 |
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| BlackRock | 131k | $24M | -29% | Dec 2025 |
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| FMR | 129k | $23M | 25% | Sep 2025 |
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| Hanson McClain Advisors | 127k | $23M | 93% | Dec 2025 |
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| Advisor Group Holdings | 121k | $22M | -3% | Dec 2025 |
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| HPM Partners | 115k | $21M | 5% | Dec 2025 |
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| Two Sigma Investments | 115k | $20M | 7567% | Sep 2025 |
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| SRS Capital Advisors | 114k | $21M | 100% | Dec 2025 |
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| Powell Investment Advisors | 114k | $21M | 0% | Dec 2025 |
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| Whittier Trust Co. of Nevada | 114k | $21M | -34% | Dec 2025 |
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| Captrust Financial Advisors | 113k | $21M | -10% | Dec 2025 |
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| AQR Capital Management | 109k | $19M | 10% | Sep 2025 |
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| Brian McDonald | 107k | $19M | 3% | Dec 2025 |
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| Susquehanna International | 102k | $19M | -12% | Dec 2025 |
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| Zhang Financial | 100k | $18M | -2% | Dec 2025 |
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| Elite Financial | 96k | $18M | 0% | Dec 2025 |
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| Pinnacle Financial Partners | 92k | $17M | 100% | Dec 2025 |
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| Thompson, Siegel, & Walmsley | 91k | $16M | 17% | Dec 2025 |
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| Baird Financial | 90k | $16M | 0% | Dec 2025 |
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| Fiduciary Trust Company | 89k | $16M | -4% | Dec 2025 |
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| Alliancebernstein | 89k | $16M | -2% | Sep 2025 |
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| Synovus Financial Corp. | 88k | $16M | 0% | Sep 2025 |
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| Creative Planning | 88k | $16M | 3% | Dec 2025 |
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| Citadel Advisors | 87k | $15M | -59% | Sep 2025 |
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| Savant Capital Management | 85k | $15M | 0% | Dec 2025 |
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| Fifth Third Bancorp | 84k | $15M | -2% | Dec 2025 |
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| Aspiriant | 82k | $15M | -3% | Dec 2025 |
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| Warren Averett Asset Management | 80k | $15M | 2% | Dec 2025 |
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| Marshall Wace | 78k | $14M | 100% | Dec 2025 |
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| Sontag Advisory | 78k | $14M | 2% | Dec 2025 |
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| Stifel Financial | 76k | $14M | 29% | Dec 2025 |
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| Neuberger Berman Group | 73k | $13M | 692% | Dec 2025 |
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| Moneta Group Investment Advisors | 72k | $13M | -3% | Dec 2025 |
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| Hillcrest Wealth Advisors - NY | 70k | $13M | -1% | Dec 2025 |
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| Bailard | 69k | $13M | 5% | Dec 2025 |
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| Robeco Investment Management | 65k | $12M | 217% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 64k | $12M | 1% | Dec 2025 |
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| Silvercrest Asset Management Group | 63k | $11M | -30% | Sep 2025 |
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| LBJ Family Wealth Advisors | 62k | $11M | 0% | Dec 2025 |
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| Sonata Capital | 61k | $11M | -2% | Dec 2025 |
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| Beacon Pointe Advisors | 61k | $11M | 18% | Dec 2025 |
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| FSA Wealth Management | 61k | $11M | 1% | Sep 2025 |
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| Harbor Investment Advisory | 61k | $11M | -1% | Dec 2025 |
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| Buckingham Strategic Partners | 60k | $11M | 123% | Dec 2025 |
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| CWM | 58k | $11M | 76% | Dec 2025 |
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| EP Wealth Advisors | 58k | $11M | -7% | Dec 2025 |
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| Keybank National Association | 58k | $11M | 4% | Dec 2025 |
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| Leeward Investments, LLC - MA | 58k | $11M | -35% | Dec 2025 |
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| Summit Financial | 57k | $10M | 4% | Dec 2025 |
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| RTD Financial Advisors | 55k | $10M | -1% | Dec 2025 |
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| William Blair $ Company | 55k | $9.7M | -2% | Sep 2025 |
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| TD Waterhouse Canada | 55k | $9.9M | -5% | Dec 2025 |
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| TD Asset Management | 55k | $9.9M | 7% | Dec 2025 |
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| First Horizon National Corp | 55k | $9.9M | 2% | Dec 2025 |
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| Kestra Advisory Services | 54k | $9.8M | 9% | Dec 2025 |
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| Franklin Resources | 54k | $9.8M | -3% | Dec 2025 |
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| CB^T Wealth Management | 54k | $9.8M | 23% | Dec 2025 |
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| Cresset Asset Management | 54k | $9.7M | 16% | Dec 2025 |
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| Stephens | 53k | $9.7M | 0% | Dec 2025 |
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| Marion Wealth Management | 53k | $10M | 2% | Dec 2025 |
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| Atlantic Trust | 53k | $9.5M | -1% | Dec 2025 |
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| Viewpoint Capital Management | 48k | $8.6M | 3% | Dec 2025 |
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| HB Wealth Management | 47k | $8.5M | 2% | Dec 2025 |
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| Jane Street | 47k | $8.5M | -56% | Dec 2025 |
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| Aristotle Capital Boston | 46k | $8.3M | 26% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 45k | $8.1M | -2% | Dec 2025 |
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| Earnest Partners | 45k | $8.1M | 53% | Dec 2025 |
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| Segall Bryant & Hamill | 43k | $7.8M | 37% | Dec 2025 |
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| Toroso Investments | 43k | $7.7M | 100% | Dec 2025 |
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| Ieq Capital | 42k | $7.6M | -21% | Dec 2025 |
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| One Capital Management | 41k | $7.5M | -16% | Dec 2025 |
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| Mercer Global Advisors | 40k | $7.3M | 1% | Dec 2025 |
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| Sanctuary Advisors | 39k | $7.1M | 15% | Dec 2025 |
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| United Asset Strategies | 39k | $7.0M | 1% | Dec 2025 |
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| Hancock Bank Trust Department | 39k | $7.0M | 0% | Dec 2025 |
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| Lwm Advisors | 38k | $6.9M | 2% | Dec 2025 |
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| Oldfather Financial Services | 38k | $6.8M | -1% | Dec 2025 |
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| Integrated Investment Consultants | 38k | $6.8M | 3% | Dec 2025 |
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| Foundation Wealth Management | 37k | $6.8M | -2% | Dec 2025 |
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| Cm Wealth Advisors | 36k | $6.6M | 3% | Dec 2025 |
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| Facet Wealth | 36k | $6.9M | -83% | Dec 2025 |
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| Bridges Investment Management | 35k | $6.3M | 70% | Dec 2025 |
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| Prudential Financial | 35k | $6.3M | -19% | Dec 2025 |
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| Independent Family Office | 35k | $6.3M | 0% | Dec 2025 |
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| Droms Strauss Advisors | 34k | $6.2M | 13% | Dec 2025 |
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| Idaho Trust Bank | 34k | $6.1M | 5% | Dec 2025 |
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| Ariel Investments | 33k | $6.0M | -26% | Dec 2025 |
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| Mml Investors Services | 33k | $6.0M | 20% | Dec 2025 |
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| Venture Visionary Partners | 33k | $6.0M | -1% | Dec 2025 |
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| Flow Traders US | 31k | $5.5M | -28% | Dec 2025 |
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| Assetmark | 26k | $4.7M | -54% | Dec 2025 |
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| Royce & Associates | 22k | $3.9M | -83% | Dec 2025 |
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| Performa | 12k | $2.2M | -77% | Dec 2025 |
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| Checchi Capital Advisers | 11k | $2.0M | -70% | Dec 2025 |
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| Hsbc Holdings | 8.7k | $1.5M | -83% | Sep 2025 |
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| Atom Investors | 5.5k | $990k | -98% | Dec 2025 |
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| Covenant Partners | 294.00 | $53k | -99% | Dec 2025 |
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| Brandywine Global Investment Management | 151.00 | $27k | -100% | Dec 2025 |
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Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 68k | $12M |
| Tudor Investment Corporation | Jun 2025 | 44k | $6.9M |