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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 5.0M | $782M | 100% | Jun 2025 |
|
| Tiaa Trust, National Association | 4.3M | $768M | 63% | Sep 2025 |
|
| Envestnet Asset Management | 2.1M | $380M | 5% | Sep 2025 |
|
| D.A. Davidson & Co. | 1.2M | $215M | 3% | Sep 2025 |
|
| Vaughan Nelson Investment Management | 1.2M | $204M | -11% | Sep 2025 |
|
| Pnc Financial Services | 1.1M | $197M | -1% | Sep 2025 |
|
| LPL Financial | 1.0M | $179M | 1% | Sep 2025 |
|
| M^T Bank Corporation | 995k | $176M | -2% | Sep 2025 |
|
| Wells Fargo & Company | 886k | $157M | -4% | Sep 2025 |
|
| UBS Group | 840k | $148M | -14% | Sep 2025 |
|
| Commonwealth Equity Services | 830k | $147M | -8% | Sep 2025 |
|
| Goldman Sachs Group | 731k | $129M | -32% | Sep 2025 |
|
| Betterment | 718k | $127M | -4% | Sep 2025 |
|
| Charles Schwab Investment Management | 671k | $119M | -5% | Sep 2025 |
|
| Bnp Paribas Arbitrage, Snc | 650k | $115M | 28% | Sep 2025 |
|
| Cassaday & Co Wealth Management | 626k | $111M | 2% | Sep 2025 |
|
| Pacific Life Fund Advisors | 551k | $97M | -8% | Sep 2025 |
|
| Northern Trust | 548k | $97M | -2% | Sep 2025 |
|
| Royal Bank of Canada | 507k | $90M | -8% | Sep 2025 |
|
| Jpmorgan Chase & Co | 434k | $77M | -9% | Sep 2025 |
|
| Raymond James Financial | 411k | $73M | 4% | Sep 2025 |
|
| Pathstone Holdings | 404k | $71M | 0% | Sep 2025 |
|
| Badgley Phelps Wealth Managers | 375k | $66M | 1% | Sep 2025 |
|
| Commerce Bank N A | 337k | $60M | -4% | Sep 2025 |
|
| Jasper Ridge Partners | 322k | $57M | 0% | Sep 2025 |
|
| Whittier Trust | 308k | $55M | 0% | Sep 2025 |
|
| Victory Capital Management | 280k | $50M | -11% | Sep 2025 |
|
| Sei Investments | 273k | $48M | -4% | Sep 2025 |
|
| Colony | 272k | $48M | 38% | Sep 2025 |
|
| Jones Financial Companies, L.L | 270k | $48M | -88% | Sep 2025 |
|
| Amg National Trust Bank | 259k | $46M | -3% | Sep 2025 |
|
| Cetera Investment Advisers | 257k | $45M | 9% | Sep 2025 |
|
| MAI Wealth Advisors | 254k | $45M | -1% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 250k | $44M | -4% | Sep 2025 |
|
| Ameriprise Financial | 245k | $43M | 11% | Sep 2025 |
|
| Stephens Group Asset Management | 240k | $42M | -20% | Sep 2025 |
|
| Rsm Us Wealth Management | 236k | $42M | 0% | Sep 2025 |
|
| Allspring Global Investments Holdings | 236k | $42M | 0% | Sep 2025 |
|
| Comprehensive Financial Management | 231k | $41M | 0% | Sep 2025 |
|
| Atom Investors | 229k | $41M | -18% | Sep 2025 |
|
| Waldron | 218k | $39M | 0% | Sep 2025 |
|
| Bank of New York Mellon | 212k | $38M | -4% | Sep 2025 |
|
| Facet Wealth | 207k | $37M | 5% | Sep 2025 |
|
| Natixis Asset Management Advisors | 207k | $37M | -10% | Sep 2025 |
|
| Wellington Management Company | 202k | $36M | 41% | Sep 2025 |
|
| Kayne Anderson Rudnick Investment Management | 201k | $36M | 51% | Sep 2025 |
|
| Brown Advisory Holdings Incorporated | 188k | $33M | -15% | Sep 2025 |
|
| BlackRock | 186k | $33M | 6% | Sep 2025 |
|
| Whittier Trust Co. of Nevada | 172k | $31M | 1% | Sep 2025 |
|
| Us Bancorp | 165k | $29M | -6% | Sep 2025 |
|
| Mariner Wealth Advisors | 160k | $28M | -2% | Sep 2025 |
|
| WoodTrust Financial Corp | 159k | $28M | -1% | Sep 2025 |
|
| Bank Of Montreal | 154k | $24M | 100% | Jun 2025 |
|
| Courier Capital Corp | 151k | $27M | 1% | Sep 2025 |
|
| CI Private Wealth | 147k | $26M | 10% | Sep 2025 |
|
| Johnson Investment Counsel | 145k | $26M | 1% | Sep 2025 |
|
| Branch Banking & Trust Company | 144k | $26M | -3% | Sep 2025 |
|
| Zions Bancorporation, National Association | 139k | $25M | -49% | Sep 2025 |
|
| Modera Wealth Management | 136k | $24M | -2% | Sep 2025 |
|
| Henderson Group | 135k | $24M | -2% | Sep 2025 |
|
| HighTower Advisors | 133k | $24M | 3% | Sep 2025 |
|
| Shapiro Capital Management | 132k | $23M | 76% | Sep 2025 |
|
| Pure Financial Advisors | 130k | $23M | 1% | Sep 2025 |
|
| FMR | 129k | $23M | 25% | Sep 2025 |
|
| Rockefeller Capital Management | 128k | $23M | 3% | Sep 2025 |
|
| Captrust Financial Advisors | 126k | $22M | -2% | Sep 2025 |
|
| Royce & Associates | 126k | $22M | 62% | Sep 2025 |
|
| Advisor Group Holdings | 125k | $22M | 54% | Sep 2025 |
|
| Susquehanna International | 116k | $21M | -65% | Sep 2025 |
|
| Two Sigma Investments | 115k | $20M | 7567% | Sep 2025 |
|
| Powell Investment Advisors | 114k | $20M | -1% | Sep 2025 |
|
| HPM Partners | 110k | $20M | 1% | Sep 2025 |
|
| AQR Capital Management | 109k | $19M | 10% | Sep 2025 |
|
| Jane Street | 107k | $19M | 264% | Sep 2025 |
|
| Brian McDonald | 104k | $18M | -20% | Sep 2025 |
|
| Zhang Financial | 102k | $18M | -3% | Sep 2025 |
|
| Elite Financial | 97k | $17M | 1% | Sep 2025 |
|
| Savant Capital Management | 96k | $17M | -1% | Sep 2025 |
|
| Fiduciary Trust Company | 92k | $16M | -2% | Sep 2025 |
|
| Leeward Investments, LLC - MA | 90k | $16M | -32% | Sep 2025 |
|
| Baird Financial | 89k | $16M | 2% | Sep 2025 |
|
| Alliancebernstein | 89k | $16M | -2% | Sep 2025 |
|
| Synovus Financial Corp. | 88k | $16M | 0% | Sep 2025 |
|
| Citadel Advisors | 87k | $15M | -59% | Sep 2025 |
|
| Fifth Third Bancorp | 86k | $15M | -1% | Sep 2025 |
|
| Aspiriant | 85k | $15M | 0% | Sep 2025 |
|
| Creative Planning | 85k | $15M | 1% | Sep 2025 |
|
| Warren Averett Asset Management | 79k | $14M | -3% | Sep 2025 |
|
| Thompson, Siegel, & Walmsley | 77k | $14M | -2% | Sep 2025 |
|
| Sontag Advisory | 76k | $13M | 1% | Sep 2025 |
|
| Churchill Management Corp. | 75k | $12M | -1% | Jun 2025 |
|
| Moneta Group Investment Advisors | 74k | $13M | -8% | Sep 2025 |
|
| Hillcrest Wealth Advisors - NY | 71k | $13M | -3% | Sep 2025 |
|
| Kovitz Investment Group Partners | 68k | $12M | -1% | Sep 2025 |
|
| Hanson McClain Advisors | 66k | $12M | -2% | Sep 2025 |
|
| Bailard | 66k | $12M | -1% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 63k | $11M | -1% | Sep 2025 |
|
| Advisors Preferred | 63k | $11M | 100% | Sep 2025 |
|
| Sonata Capital | 63k | $11M | 0% | Sep 2025 |
|
| Silvercrest Asset Management Group | 63k | $11M | -30% | Sep 2025 |
|
| EP Wealth Advisors | 63k | $9.9M | -13% | Jun 2025 |
|
| LBJ Family Wealth Advisors | 62k | $11M | 0% | Sep 2025 |
|
| Harbor Investment Advisory | 61k | $11M | 0% | Sep 2025 |
|
| FSA Wealth Management | 61k | $11M | 1% | Sep 2025 |
|
| Congress Wealth Management LLC / DE / | 61k | $9.6M | 55% | Jun 2025 |
|
| Brandywine Global Investment Management | 61k | $11M | 142% | Sep 2025 |
|
| Stifel Financial | 59k | $10M | -2% | Sep 2025 |
|
| TD Waterhouse Canada | 58k | $10M | 8% | Sep 2025 |
|
| Assetmark | 57k | $10M | 1500% | Sep 2025 |
|
| RTD Financial Advisors | 56k | $9.9M | -3% | Sep 2025 |
|
| Keybank National Association | 56k | $9.9M | -3% | Sep 2025 |
|
| Franklin Resources | 56k | $9.8M | -3% | Sep 2025 |
|
| William Blair $ Company | 55k | $9.7M | -2% | Sep 2025 |
|
| FTB Advisors | 55k | $8.6M | -6% | Jun 2025 |
|
| Summit Financial | 54k | $9.6M | 51% | Sep 2025 |
|
| First Horizon National Corp | 54k | $9.5M | 100% | Sep 2025 |
|
| Atlantic Trust | 53k | $9.4M | 9% | Sep 2025 |
|
| Stephens | 53k | $9.4M | 0% | Sep 2025 |
|
| Ieq Capital | 53k | $9.4M | 0% | Sep 2025 |
|
| Performa | 53k | $9.3M | 0% | Sep 2025 |
|
| Marion Wealth Management | 52k | $9.2M | 1% | Sep 2025 |
|
| Beacon Pointe Advisors | 52k | $9.1M | 233% | Sep 2025 |
|
| Principal Financial Group | 52k | $9.1M | 40% | Sep 2025 |
|
| TD Asset Management | 51k | $9.0M | 9% | Sep 2025 |
|
| Kestra Advisory Services | 50k | $8.8M | 9% | Sep 2025 |
|
| Hanna Zanoni | 50k | $8.8M | 74% | Sep 2025 |
|
| One Capital Management | 49k | $8.7M | -2% | Sep 2025 |
|
| Cresset Asset Management | 49k | $8.7M | -2% | Sep 2025 |
|
| Viewpoint Capital Management | 46k | $8.2M | 2% | Sep 2025 |
|
| HB Wealth Management | 46k | $8.1M | 9% | Sep 2025 |
|
| Peapack Gladstone Financial Corp | 45k | $8.0M | 0% | Sep 2025 |
|
| Ariel Investments | 45k | $8.0M | 109% | Sep 2025 |
|
| CB^T Wealth Management | 44k | $7.7M | 2% | Sep 2025 |
|
| Prudential Financial | 43k | $7.5M | -24% | Sep 2025 |
|
| Flow Traders US | 42k | $7.5M | -57% | Sep 2025 |
|
| H D Vest Advisory Services | 41k | $6.4M | 45% | Jun 2025 |
|
| Mercer Global Advisors | 40k | $7.1M | 1% | Sep 2025 |
|
| Hancock Bank Trust Department | 39k | $6.8M | 0% | Sep 2025 |
|
| Foundation Wealth Management | 38k | $6.8M | 39% | Sep 2025 |
|
| United Asset Strategies | 38k | $6.8M | -1% | Sep 2025 |
|
| Oldfather Financial Services | 38k | $6.7M | 4% | Sep 2025 |
|
| Lwm Advisors | 37k | $6.6M | 3% | Sep 2025 |
|
| Integrated Investment Consultants | 36k | $6.4M | 28% | Sep 2025 |
|
| Checchi Capital Advisers | 36k | $6.4M | 247% | Sep 2025 |
|
| Aristotle Capital Boston | 36k | $6.4M | -2% | Sep 2025 |
|
| Covenant Partners | 36k | $6.4M | -21% | Sep 2025 |
|
| Cm Wealth Advisors | 35k | $6.2M | -9% | Sep 2025 |
|
| Independent Family Office | 35k | $6.1M | 1% | Sep 2025 |
|
| Venture Visionary Partners | 33k | $5.9M | 0% | Sep 2025 |
|
| CWM | 33k | $5.9M | -5% | Sep 2025 |
|
| Brooklyn FI | 33k | $5.9M | -1% | Sep 2025 |
|
| Honkamp Krueger Financial Services | 32k | $5.7M | -4% | Sep 2025 |
|
| Idaho Trust Bank | 32k | $5.7M | -15% | Sep 2025 |
|
| Buckingham Strategic Partners | 27k | $4.7M | -50% | Sep 2025 |
|
| Barclays | 25k | $4.5M | -49% | Sep 2025 |
|
| Gts Securities | 18k | $3.2M | -57% | Sep 2025 |
|
| Bryn Mawr Trust | 11k | $1.9M | -95% | Sep 2025 |
|
| Hsbc Holdings | 8.7k | $1.5M | -83% | Sep 2025 |
|
| Tower Research Capital | 7.7k | $1.4M | -86% | Sep 2025 |
|
Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Calamos Advisors | Jun 2025 | 113k | $18M |
| Tudor Investment Corporation | Jun 2025 | 44k | $6.9M |