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 | 6.9M | $958M | 100% | Dec 2022 |
|
| Bank of America Corporation | 5.6M | $761M | -12% | Mar 2023 |
|
| Tiaa | 2.7M | $373M | -1% | Mar 2023 |
|
| Jones Financial Companies, L.L | 2.0M | $278M | 2% | Mar 2023 |
|
| Envestnet Asset Management | 2.0M | $275M | 2% | Mar 2023 |
|
| Jpmorgan Chase & Co | 1.5M | $202M | 71% | Mar 2023 |
|
| Goldman Sachs Group | 1.5M | $201M | 24% | Mar 2023 |
|
| Pnc Financial Services | 1.4M | $195M | 13% | Dec 2022 |
|
| Wells Fargo & Company | 1.4M | $192M | 15% | Dec 2022 |
|
| UBS Group | 1.3M | $174M | 2% | Mar 2023 |
|
| Commonwealth Equity Services | 1.1M | $157M | 0% | Mar 2023 |
|
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of iShares Russell 2000 Value Index? |
|||||
| Betterment | 1.1M | $154M | -12% | Dec 2022 |
|
| Victory Capital Management | 1.0M | $139M | 179% | Mar 2023 |
|
| Jasper Ridge Partners | 954k | $132M | 23% | Dec 2022 |
|
| D.A. Davidson & Co. | 947k | $130M | 0% | Mar 2023 |
|
| Starboard Value | 900k | $123M | 0% | Mar 2023 |
|
| Northern Trust | 874k | $120M | 0% | Mar 2023 |
|
| Alaska Permanent Fund Corp | 772k | $107M | -70% | Dec 2022 |
|
| Bank of New York Mellon | 707k | $97M | 14% | Mar 2023 |
|
| Us Bancorp | 660k | $90M | 1% | Mar 2023 |
|
| LPL Financial | 646k | $89M | -4% | Mar 2023 |
|
| Amerivest Investment Management | 646k | $88M | -5% | Mar 2023 |
|
| Royal Bank of Canada | 568k | $79M | -3% | Dec 2022 |
|
| M^T Bank Corporation | 524k | $72M | -51% | Mar 2023 |
|
| Honkamp Krueger Financial Services | 518k | $71M | -1% | Mar 2023 |
|
| Cassaday & Co Wealth Management | 506k | $69M | 6% | Mar 2023 |
|
| Allspring Global Investments Holdings | 475k | $65M | 56% | Mar 2023 |
|
| Commerce Bank N A | 462k | $63M | -4% | Mar 2023 |
|
| Ameriprise Financial | 349k | $48M | 16% | Mar 2023 |
|
| Sei Investments | 346k | $47M | 5% | Mar 2023 |
|
| Amg National Trust Bank | 343k | $47M | 0% | Mar 2023 |
|
| Raymond James & Associates | 342k | $47M | 3% | Mar 2023 |
|
| Badgley Phelps Wealth Managers | 325k | $45M | 1% | Mar 2023 |
|
| BlackRock | 303k | $42M | 1% | Mar 2023 |
|
| Bank Of Montreal | 302k | $47M | 135% | Dec 2022 |
|
| HBK Sorce Advisory | 301k | $42M | 47% | Dec 2022 |
|
| Whittier Trust | 294k | $40M | 5% | Mar 2023 |
|
| Bp Wealth Management | 293k | $41M | 0% | Dec 2022 |
|
| Brown Advisory Holdings Incorporated | 285k | $39M | -8% | Mar 2023 |
|
| Facet Wealth | 270k | $37M | -2% | Mar 2023 |
|
| MAI Wealth Advisors | 254k | $35M | -1% | Mar 2023 |
|
| Branch Banking & Trust Company | 253k | $35M | -12% | Mar 2023 |
|
| Millennium Management | 247k | $34M | -3% | Mar 2023 |
|
| Cramer Rosenthal McGlynn | 246k | $34M | 100% | Mar 2023 |
|
| Miracle Mile Advisors | 233k | $32M | 208% | Mar 2023 |
|
| Comprehensive Financial Management | 231k | $32M | 0% | Dec 2022 |
|
| Veritable | 223k | $31M | -1% | Mar 2023 |
|
| HighTower Advisors | 222k | $30M | -1% | Mar 2023 |
|
| Modera Wealth Management | 218k | $30M | -1% | Mar 2023 |
|
| Vestcor Investment Management Corp | 203k | $28M | -7% | Dec 2022 |
|
| Stephens Group Asset Management | 197k | $27M | 0% | Mar 2023 |
|
| Stephens | 190k | $26M | -28% | Mar 2023 |
|
| First Republic Investment Management | 188k | $26M | -15% | Mar 2023 |
|
| Capstone Investment Advisors | 188k | $26M | -2% | Mar 2023 |
|
| Rsm Us Wealth Management | 185k | $25M | 0% | Mar 2023 |
|
| Advisor Group Holdings | 182k | $25M | -2% | Mar 2023 |
|
| Towle & Co | 179k | $25M | 100% | Dec 2022 |
|
| Financial Network Investment Corporation | 174k | $24M | 7% | Dec 2022 |
|
| Waldron | 174k | $24M | 10% | Mar 2023 |
|
| Whittier Trust Co. of Nevada | 174k | $24M | 15% | Mar 2023 |
|
| Silvercrest Asset Management Group | 172k | $24M | -8% | Dec 2022 |
|
| GW & Wade | 168k | $23M | -3% | Mar 2023 |
|
| Rockefeller Capital Management | 167k | $23M | -2% | Mar 2023 |
|
| Mariner Wealth Advisors | 164k | $23M | 7% | Dec 2022 |
|
| Alliancebernstein | 164k | $23M | 82% | Dec 2022 |
|
| Susquehanna International | 163k | $22M | -42% | Mar 2023 |
|
| Flaharty Asset Management | 162k | $22M | 2% | Mar 2023 |
|
| Kayne Anderson Rudnick Investment Management | 153k | $21M | -28% | Mar 2023 |
|
| Raymond James Financial Services Advisors | 153k | $21M | -17% | Mar 2023 |
|
| SG Americas Securities | 152k | $21M | -10% | Mar 2023 |
|
| Courier Capital Corp | 147k | $20M | 2% | Mar 2023 |
|
| Fifth Third Bancorp | 147k | $20M | 9% | Mar 2023 |
|
| HPM Partners | 146k | $50M | -4% | Mar 2023 |
|
| Citigroup | 143k | $20M | 91% | Mar 2023 |
|
| Duff & Phelps Investment Management | 142k | $19M | 1% | Mar 2023 |
|
| Prudential Financial | 138k | $19M | 11% | Dec 2022 |
|
| Savant Capital Management | 136k | $19M | 300% | Mar 2023 |
|
| Venture Visionary Partners | 132k | $18M | 191% | Mar 2023 |
|
| Zhang Financial | 128k | $18M | -2% | Mar 2023 |
|
| WoodTrust Financial Corp | 126k | $17M | 3% | Mar 2023 |
|
| Johnson Investment Counsel | 125k | $17M | -2% | Mar 2023 |
|
| Barclays | 120k | $16M | 61% | Mar 2023 |
|
| Shapiro Capital Management | 119k | $16M | 120% | Mar 2023 |
|
| Cardinal Capital Management | 118k | $16M | 100% | Dec 2022 |
|
| Colony Group | 118k | $16M | 6% | Mar 2023 |
|
| Fiduciary Trust Company | 118k | $16M | -3% | Mar 2023 |
|
| Citadel Advisors | 113k | $15M | -48% | Mar 2023 |
|
| Bnp Paribas Arbitrage, Snc | 109k | $15M | -12% | Mar 2023 |
|
| Baird Financial | 103k | $14M | 4% | Dec 2022 |
|
| Creative Planning | 102k | $14M | 13% | Dec 2022 |
|
| Synovus Financial Corp. | 101k | $14M | 0% | Mar 2023 |
|
| Covenant Partners | 101k | $14M | 0% | Mar 2023 |
|
| Northwestern Mutual Wealth Management Company | 97k | $14M | 25% | Dec 2022 |
|
| National Bank Of Canada /fi/ | 97k | $12M | 7% | Mar 2023 |
|
| Aspiriant | 96k | $13M | -1% | Mar 2023 |
|
| Tower Research Capital | 95k | $13M | 82% | Mar 2023 |
|
| Concentric Wealth Management | 93k | $13M | 1% | Mar 2023 |
|
| Aristotle Capital Boston | 91k | $13M | -38% | Dec 2022 |
|
| Warren Averett Asset Management | 87k | $12M | -3% | Mar 2023 |
|
| Vaughan Nelson Investment Management | 84k | $12M | 13% | Mar 2023 |
|
| Powell Investment Advisors | 84k | $12M | 0% | Mar 2023 |
|
| Churchill Management Corp. | 84k | $12M | -1% | Mar 2023 |
|
| Capital Directions Investment Advisory | 84k | $12M | 100% | Dec 2022 |
|
| Reframe Wealth | 84k | $12M | 100% | Dec 2022 |
|
| Sonata Capital | 83k | $11M | -3% | Mar 2023 |
|
| Stifel Financial | 80k | $11M | 32% | Dec 2022 |
|
| Hsbc Holdings | 79k | $11M | 25% | Dec 2022 |
|
| Franklin Resources | 77k | $11M | -2% | Mar 2023 |
|
| Thompson, Siegel, & Walmsley | 77k | $11M | 6% | Mar 2023 |
|
| Hillcrest Wealth Advisors - NY | 76k | $10M | -2% | Mar 2023 |
|
| Cetera Investment Advisers | 75k | $10M | -3% | Mar 2023 |
|
| Cambridge Investment Research Advisors | 75k | $10M | 0% | Mar 2023 |
|
| Captrust Financial Advisors | 74k | $10M | -7% | Mar 2023 |
|
| Crestone Asset Management | 74k | $10M | -6% | Mar 2023 |
|
| Earnest Partners | 72k | $9.9M | 25% | Mar 2023 |
|
| Principal Financial Group | 72k | $9.8M | -53% | Mar 2023 |
|
| Glenmede Trust Company | 71k | $9.8M | 29% | Dec 2022 |
|
| ASB Consultores | 70k | $9.6M | 83% | Mar 2023 |
|
| LBJ Family Wealth Advisors | 69k | $9.4M | 0% | Mar 2023 |
|
| Moneta Group Investment Advisors | 69k | $9.4M | 4239% | Mar 2023 |
|
| Hanson McClain Advisors | 67k | $9.2M | -5% | Mar 2023 |
|
| New South Capital Management | 67k | $9.2M | 31% | Mar 2023 |
|
| BW Gestao de Investimentos | 66k | $9.0M | 100% | Mar 2023 |
|
| Pure Financial Advisors | 66k | $9.0M | 39% | Mar 2023 |
|
| FTB Advisors | 64k | $8.9M | 1% | Dec 2022 |
|
| Carolinas Wealth Consulting | 64k | $8.7M | 4% | Mar 2023 |
|
| Segall Bryant & Hamill | 63k | $8.8M | -10% | Dec 2022 |
|
| Keybank National Association | 63k | $8.6M | 1% | Mar 2023 |
|
| Strategic Wealth Partners | 62k | $8.1M | 1% | Mar 2023 |
|
| Interactive Financial Advisors | 61k | $8.3M | 1% | Mar 2023 |
|
| Harbor Investment Advisory | 61k | $8.3M | 1% | Mar 2023 |
|
| Parallax Volatility Advisers | 60k | $8.3M | -69% | Dec 2022 |
|
| RTD Financial Advisors | 59k | $8.1M | 1% | Mar 2023 |
|
| AlphaMark Advisors | 58k | $8.0M | -24% | Mar 2023 |
|
| Brookstone Capital Management | 57k | $7.8M | -2% | Mar 2023 |
|
| Atlantic Trust | 57k | $3.7M | 0% | Mar 2023 |
|
| Peapack Gladstone Financial Corp | 56k | $7.7M | 1% | Dec 2022 |
|
| Performa | 52k | $7.2M | -15% | Mar 2023 |
|
| FSA Wealth Management | 52k | $7.1M | 2% | Mar 2023 |
|
| Goss Wealth Management | 52k | $7.1M | -14% | Mar 2023 |
|
| FMR | 52k | $7.1M | -4% | Mar 2023 |
|
| William Blair $ Company | 51k | $7.0M | -10% | Mar 2023 |
|
| Royce & Associates | 51k | $7.0M | 10% | Mar 2023 |
|
| Kestra Advisory Services | 50k | $6.8M | -10% | Mar 2023 |
|
| Buckingham Asset Management | 49k | $6.8M | 0% | Mar 2023 |
|
| Wellington Management Company | 49k | $6.7M | 50% | Mar 2023 |
|
| Taylor Investment Counselors | 48k | $6.5M | 0% | Mar 2023 |
|
| Cresset Asset Management | 48k | $5.2M | -2% | Dec 2022 |
|
| Mma Asset Management | 47k | $6.5M | 7% | Dec 2022 |
|
| Heron Financial Group | 46k | $6.3M | 8% | Mar 2023 |
|
| Bishop & Co Investment Management | 46k | $6.2M | -3% | Mar 2023 |
|
| Tocqueville Asset Management | 43k | $5.9M | -20% | Mar 2023 |
|
| Windsor Group | 42k | $5.6M | -36% | Mar 2023 |
|
| Sierra Capital | 41k | $5.7M | -13% | Mar 2023 |
|
| Mml Investors Services | 41k | $5.5M | -33% | Mar 2023 |
|
| Grayhawk Investment Strategies | 40k | $10M | -22% | Mar 2023 |
|
| Bailard | 35k | $4.7M | -92% | Mar 2023 |
|
| Hanna Zanoni | 32k | $4.4M | -40% | Mar 2023 |
|
| H D Vest Advisory Services | 29k | $4.0M | -47% | Mar 2023 |
|
| Leeward Investments, LLC - MA | 27k | $3.7M | -86% | Mar 2023 |
|
| McKinley Carter Wealth Services | 20k | $2.7M | -82% | Mar 2023 |
|
| Neuberger Berman Group | 15k | $2.0M | -88% | Mar 2023 |
|
| Wealth Enhancement Advisory Services | 13k | $1.8M | -93% | Mar 2023 |
|
| Jane Street | 4.5k | $616k | -91% | Mar 2023 |
|
| Cutler | 3.2k | $432k | -96% | Mar 2023 |
|
| G. W. Henssler & Associates | 2.8k | $383k | -99% | Mar 2023 |
|
| Tfo-tdc | 556.00 | $76k | -99% | Mar 2023 |
|
Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Manufacturers Life Insurance Company | Sep 2022 | 424k | $55M |
| Summit Rock Advisors | Dec 2022 | 345k | $48M |
| CastleArk Management | Dec 2022 | 150k | $21M |
| Financial Services Advisory | Dec 2022 | 94k | $13M |
| Stanley Capital Management | Sep 2022 | 61k | $7.9M |
| Cm Wealth Advisors | Dec 2022 | 49k | $6.9M |