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