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 | 6.3M | $1.1B | -5% | Sep 2024 |
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| Morgan Stanley | 4.9M | $748M | -19% | Jun 2024 |
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| Tiaa Trust, National Association | 2.6M | $401M | 2% | Jun 2024 |
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| Jones Financial Companies, L.L | 2.6M | $430M | 10% | Sep 2024 |
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| Envestnet Asset Management | 2.0M | $330M | 1% | Sep 2024 |
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| Alaska Permanent Fund Corp | 1.4M | $236M | 66% | Sep 2024 |
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| Starboard Value | 1.4M | $226M | 6% | Sep 2024 |
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| Pnc Financial Services | 1.2M | $200M | 1% | Sep 2024 |
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| M^T Bank Corporation | 1.2M | $193M | 21% | Sep 2024 |
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| Goldman Sachs Group | 1.1M | $168M | -19% | Jun 2024 |
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| D.A. Davidson & Co. | 1.0M | $158M | 2% | Jun 2024 |
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| LPL Financial | 1.0M | $169M | 23% | Sep 2024 |
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| Commonwealth Equity Services | 933k | $156M | -10% | Sep 2024 |
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| Wells Fargo & Company | 865k | $144M | -5% | Sep 2024 |
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| Us Bancorp | 724k | $121M | -5% | Sep 2024 |
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| Charles Schwab Investment Management | 686k | $114M | 3% | Sep 2024 |
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| Vaughan Nelson Investment Management | 666k | $111M | 1457% | Sep 2024 |
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| Jpmorgan Chase & Co | 632k | $106M | 12% | Sep 2024 |
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| Northern Trust | 614k | $102M | -24% | Sep 2024 |
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| Cassaday & Co Wealth Management | 593k | $99M | 2% | Sep 2024 |
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| Calamos Advisors | 560k | $85M | 100% | Sep 2024 |
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| Bailard | 507k | $85M | 789% | Sep 2024 |
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| Royal Bank of Canada | 470k | $79M | 5% | Sep 2024 |
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| Manufacturers Life Insurance Company | 464k | $71M | 100% | Jun 2024 |
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| Facet Wealth | 449k | $74M | 6% | Sep 2024 |
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| Commerce Bank N A | 365k | $61M | -3% | Sep 2024 |
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| Badgley Phelps Wealth Managers | 354k | $59M | 0% | Sep 2024 |
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| Jasper Ridge Partners | 347k | $53M | -10% | Jun 2024 |
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| Raymond James Financial Services Advisors | 320k | $53M | -19% | Sep 2024 |
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| Victory Capital Management | 318k | $53M | -28% | Sep 2024 |
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| Susquehanna International | 315k | $53M | 44% | Sep 2024 |
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| Whittier Trust | 309k | $52M | -1% | Sep 2024 |
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| Pathstone Holdings | 304k | $51M | 0% | Sep 2024 |
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| Amg National Trust Bank | 303k | $51M | -2% | Sep 2024 |
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| Bank of New York Mellon | 281k | $47M | -12% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 267k | $41M | -2% | Jun 2024 |
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| Pacific Life Fund Advisors | 266k | $44M | 24% | Sep 2024 |
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| Sei Investments | 266k | $44M | -16% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 265k | $44M | 308% | Sep 2024 |
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| Raymond James & Associates | 261k | $44M | -6% | Sep 2024 |
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| MAI Wealth Advisors | 236k | $39M | -1% | Sep 2024 |
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| Waldron | 236k | $39M | -3% | Sep 2024 |
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| Allspring Global Investments Holdings | 236k | $39M | 1% | Sep 2024 |
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| Comprehensive Financial Management | 231k | $35M | 0% | Jun 2024 |
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| Citadel Advisors | 229k | $38M | -12% | Sep 2024 |
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| Rsm Us Wealth Management | 229k | $38M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 222k | $34M | -1% | Jun 2024 |
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| Stephens Group Asset Management | 222k | $37M | -1% | Sep 2024 |
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| BlackRock | 215k | $33M | 11% | Jun 2024 |
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| Bryn Mawr Trust | 205k | $34M | 1466% | Sep 2024 |
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| Branch Banking & Trust Company | 202k | $31M | -5% | Jun 2024 |
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| Brown Advisory Holdings Incorporated | 196k | $30M | -26% | Jun 2024 |
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| HighTower Advisors | 190k | $29M | -36% | Jun 2024 |
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| BlackRock | 187k | $31M | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 169k | $28M | 1% | Sep 2024 |
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| Whittier Trust Co. of Nevada | 167k | $28M | -2% | Sep 2024 |
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| WoodTrust Financial Corp | 155k | $26M | 4% | Sep 2024 |
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| Modera Wealth Management | 154k | $26M | -3% | Sep 2024 |
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| International Assets Investment Management | 151k | $905k | 11666% | Sep 2024 |
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| CI Private Wealth | 148k | $25M | 0% | Sep 2024 |
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| Courier Capital Corp | 146k | $24M | 0% | Sep 2024 |
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| Johnson Investment Counsel | 143k | $24M | -2% | Sep 2024 |
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| Natixis Asset Management Advisors | 142k | $24M | 881% | Sep 2024 |
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| SRS Capital Advisors | 131k | $22M | -1% | Sep 2024 |
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| Shapiro Capital Management | 129k | $22M | 238% | Sep 2024 |
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| Rockefeller Capital Management | 124k | $19M | -51% | Jun 2024 |
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| Brian McDonald | 124k | $21M | 7% | Sep 2024 |
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| Citigroup | 122k | $20M | -37% | Sep 2024 |
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| Jeffrey L. Gendell | 122k | $20M | 0% | Sep 2024 |
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| Henderson Group | 113k | $17M | 100% | Jun 2024 |
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| Vestcor Investment Management Corp | 111k | $18M | 0% | Sep 2024 |
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| Colony | 110k | $18M | -74% | Sep 2024 |
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| Fiduciary Trust Company | 110k | $17M | -2% | Jun 2024 |
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| Savant Capital Management | 108k | $18M | -1% | Sep 2024 |
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| HPM Partners | 107k | $18M | 12% | Sep 2024 |
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| Zhang Financial | 105k | $18M | -2% | Sep 2024 |
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| Advisors Preferred | 103k | $17M | 100% | Sep 2024 |
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| Fifth Third Bancorp | 98k | $16M | -1% | Sep 2024 |
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| Moneta Group Investment Advisors | 98k | $16M | -2% | Sep 2024 |
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| Covenant Partners | 96k | $16M | -6% | Sep 2024 |
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| Stephens | 94k | $16M | 1% | Sep 2024 |
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| CastleArk Management | 92k | $15M | -44% | Sep 2024 |
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| Powell Investment Advisors | 92k | $15M | 16% | Sep 2024 |
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| Synovus Financial Corp. | 90k | $15M | -1% | Sep 2024 |
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| Hsbc Holdings | 89k | $14M | 77% | Jun 2024 |
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| Kayne Anderson Rudnick Investment Management | 88k | $15M | -52% | Sep 2024 |
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| Aspiriant | 84k | $14M | -6% | Sep 2024 |
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| Royce & Associates | 81k | $14M | 45% | Sep 2024 |
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| Thompson, Siegel, & Walmsley | 81k | $13M | -18% | Sep 2024 |
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| Two Sigma Investments | 80k | $12M | -28% | Jun 2024 |
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| Alliancebernstein | 80k | $12M | 2% | Jun 2024 |
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| Churchill Management Corp. | 79k | $13M | -2% | Sep 2024 |
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| Creative Planning | 77k | $13M | -9% | Sep 2024 |
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| Captrust Financial Advisors | 75k | $13M | -3% | Sep 2024 |
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| Hillcrest Wealth Advisors - NY | 72k | $12M | 3% | Sep 2024 |
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| Kestra Private Wealth Services | 72k | $12M | 2% | Sep 2024 |
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| Silvercrest Asset Management Group | 71k | $11M | 224% | Jun 2024 |
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| Advisor Group Holdings | 71k | $12M | -33% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 70k | $12M | -1% | Sep 2024 |
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| Pure Financial Advisors | 68k | $11M | 15% | Sep 2024 |
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| EP Wealth Advisors | 67k | $11M | 25% | Sep 2024 |
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| Kovitz Investment Group Partners | 66k | $1.7M | -6% | Sep 2024 |
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| Sonata Capital | 66k | $11M | -5% | Sep 2024 |
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| SMI Advisory Services | 66k | $11M | 100% | Sep 2024 |
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| LBJ Family Wealth Advisors | 64k | $10M | 0% | Sep 2024 |
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| Franklin Resources | 64k | $11M | -1% | Sep 2024 |
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| Harbor Investment Advisory | 64k | $11M | 1% | Sep 2024 |
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| Honkamp Krueger Financial Services | 63k | $9.6M | -27% | Jun 2024 |
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| Performa | 63k | $9.6M | 0% | Jun 2024 |
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| Glenmede Trust Company | 63k | $11M | 3% | Sep 2024 |
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| William Blair $ Company | 63k | $10M | 0% | Sep 2024 |
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| State Street Corporation | 62k | $9.5M | 2% | Jun 2024 |
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| Sontag Advisory | 62k | $10M | 11% | Sep 2024 |
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| Keybank National Association | 61k | $10M | -5% | Sep 2024 |
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| RTD Financial Advisors | 60k | $10M | 0% | Sep 2024 |
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| Carolinas Wealth Consulting | 58k | $9.7M | -2% | Sep 2024 |
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| Principal Financial Group | 58k | $9.7M | -26% | Sep 2024 |
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| FSA Wealth Management | 58k | $9.6M | 2% | Sep 2024 |
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| FTB Advisors | 57k | $9.5M | -3% | Sep 2024 |
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| One Capital Management | 56k | $9.4M | 7% | Sep 2024 |
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| Hanson McClain Advisors | 54k | $9.0M | -1% | Sep 2024 |
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| Squarepoint Ops | 54k | $8.2M | 100% | Jun 2024 |
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| Assetmark | 53k | $8.9M | 2707% | Sep 2024 |
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| TD Waterhouse Canada | 53k | $8.6M | 0% | Sep 2024 |
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| Atlantic Trust | 52k | $8.7M | -1% | Sep 2024 |
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| Picton Mahoney Asset Management | 51k | $8.5M | -77% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 51k | $8.5M | 2477% | Sep 2024 |
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| Two Sigma Advisers | 51k | $7.7M | 100% | Jun 2024 |
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| Stifel Financial | 50k | $7.6M | -42% | Jun 2024 |
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| Kestra Advisory Services | 49k | $8.1M | -10% | Sep 2024 |
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| Marion Wealth Management | 48k | $8.0M | 3% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 48k | $8.0M | 0% | Sep 2024 |
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| New South Capital Management | 47k | $7.9M | -37% | Sep 2024 |
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| Ohio Pers | 47k | $7.9M | -36% | Sep 2024 |
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| Leeward Investments, LLC - MA | 47k | $7.9M | -19% | Sep 2024 |
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| Harbor Capital Advisors | 45k | $7.5M | 118% | Sep 2024 |
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| Aristotle Capital Boston | 45k | $6.8M | -42% | Jun 2024 |
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| TD Asset Management | 45k | $7.5M | 2% | Sep 2024 |
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| Buckingham Asset Management | 45k | $6.8M | -3% | Jun 2024 |
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| Cm Wealth Advisors | 44k | $7.4M | 3% | Sep 2024 |
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| CB^T Wealth Management | 43k | $7.1M | -4% | Sep 2024 |
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| Brookstone Capital Management | 42k | $7.1M | 10% | Sep 2024 |
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| HB Wealth Management | 42k | $7.0M | 15% | Sep 2024 |
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| Venture Visionary Partners | 42k | $6.9M | -6% | Sep 2024 |
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| Heron Bay Capital Management | 39k | $6.6M | 27% | Sep 2024 |
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| Hanna Zanoni | 39k | $6.6M | 7% | Sep 2024 |
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| D. E. Shaw & Co | 38k | $6.4M | -68% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 37k | $6.2M | -51% | Sep 2024 |
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| H D Vest Advisory Services | 37k | $5.6M | 2% | Jun 2024 |
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| Wolverine Trading | 36k | $6.0M | -90% | Sep 2024 |
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| Barclays | 22k | $3.6M | -44% | Sep 2024 |
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| Twin Tree Management | 8.9k | $1.4M | -95% | Jun 2024 |
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| Ariel Investments | 6.3k | $959k | -85% | Jun 2024 |
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| Strategic Financial Concepts | 4.8k | $806k | -99% | Sep 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 | Jun 2024 | 720k | $110M |
| Bp Wealth Management | Jun 2024 | 112k | $17M |
| Qube Research & Technologies | Mar 2024 | 68k | $11M |
| Crestone Asset Management | Mar 2024 | 60k | $9.5M |
| Sanders Morris Harris | Jun 2024 | 38k | $5.8M |