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 |
|---|---|---|---|---|---|
| Morgan Stanley | 6.4M | $867M | -9% | Sep 2023 |
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| Bank of America Corporation | 5.6M | $755M | 1% | Sep 2023 |
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| Tiaa | 2.5M | $352M | -8% | Jun 2023 |
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| Tiaa Trust, National Association | 2.5M | $338M | 100% | Sep 2023 |
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| Jones Financial Companies, L.L | 2.2M | $295M | 3% | Sep 2023 |
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| Envestnet Asset Management | 2.0M | $274M | -1% | Sep 2023 |
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| Starboard Value | 1.6M | $210M | 72% | Sep 2023 |
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| Pnc Financial Services | 1.4M | $186M | -2% | Sep 2023 |
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| Commonwealth Equity Services | 1.2M | $159M | 2% | Sep 2023 |
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| UBS Group | 1.2M | $158M | -2% | Sep 2023 |
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| Goldman Sachs Group | 1.1M | $149M | -24% | Sep 2023 |
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| Betterment | 1.1M | $144M | -1% | Sep 2023 |
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| Wells Fargo & Company | 1.0M | $142M | -3% | Sep 2023 |
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| D.A. Davidson & Co. | 1000k | $136M | 2% | Sep 2023 |
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| Alaska Permanent Fund Corp | 882k | $120M | -4% | Sep 2023 |
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| Northern Trust | 821k | $111M | -5% | Sep 2023 |
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| Us Bancorp | 698k | $95M | 3% | Sep 2023 |
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| Bank of New York Mellon | 625k | $85M | -7% | Sep 2023 |
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| Victory Capital Management | 613k | $83M | -35% | Sep 2023 |
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| LPL Financial | 600k | $81M | 2% | Sep 2023 |
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| Allspring Global Investments Holdings | 582k | $79M | -17% | Sep 2023 |
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| Charles Schwab Investment Management | 578k | $78M | 100% | Sep 2023 |
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| Honkamp Krueger Financial Services | 559k | $76M | 2% | Sep 2023 |
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| Susquehanna International | 551k | $75M | 516% | Sep 2023 |
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| Royal Bank of Canada | 542k | $73M | 5% | Sep 2023 |
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| Cassaday & Co Wealth Management | 525k | $71M | 1% | Sep 2023 |
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| Pathstone Family Office | 477k | $34M | 2010% | Sep 2023 |
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| Jpmorgan Chase & Co | 461k | $63M | -12% | Sep 2023 |
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| M^T Bank Corporation | 458k | $62M | -5% | Sep 2023 |
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| Commerce Bank N A | 434k | $59M | -2% | Sep 2023 |
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| Jasper Ridge Partners | 413k | $56M | -2% | Sep 2023 |
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| CI Private Wealth | 392k | $49M | 3% | Sep 2023 |
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| Badgley Phelps Wealth Managers | 322k | $44M | -2% | Sep 2023 |
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| Amg National Trust Bank | 321k | $44M | -2% | Sep 2023 |
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| Sei Investments | 312k | $42M | 4% | Sep 2023 |
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| Brown Advisory Holdings Incorporated | 290k | $39M | 2% | Sep 2023 |
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| Whittier Trust | 290k | $39M | -7% | Sep 2023 |
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| Facet Wealth | 287k | $37M | -9% | Sep 2023 |
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| Wealth Enhancement Advisory Services | 261k | $35M | 5522% | Sep 2023 |
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| Raymond James Financial Services Advisors | 252k | $34M | 1% | Sep 2023 |
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| MAI Wealth Advisors | 250k | $34M | 0% | Sep 2023 |
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| Ameriprise Financial | 249k | $35M | -20% | Sep 2023 |
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| Bp Wealth Management | 238k | $32M | -8% | Sep 2023 |
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| Raymond James & Associates | 231k | $31M | -1% | Sep 2023 |
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| Comprehensive Financial Management | 231k | $32M | 0% | Sep 2023 |
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| Millennium Management | 229k | $31M | 0% | Sep 2023 |
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| Branch Banking & Trust Company | 229k | $31M | -2% | Sep 2023 |
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| HighTower Advisors | 222k | $30M | 1% | Sep 2023 |
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| Stephens Group Asset Management | 211k | $29M | -11% | Sep 2023 |
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| Citadel Advisors | 205k | $28M | 29% | Sep 2023 |
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| Bank Of Montreal | 199k | $31M | -19% | Sep 2023 |
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| Stephens | 196k | $27M | -3% | Sep 2023 |
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| Rsm Us Wealth Management | 194k | $27M | 0% | Sep 2023 |
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| Rockefeller Capital Management | 186k | $25M | 3% | Sep 2023 |
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| Capstone Investment Advisors | 184k | $25M | 36% | Sep 2023 |
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| BlackRock | 178k | $24M | -9% | Sep 2023 |
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| Advisor Group Holdings | 173k | $23M | 13% | Sep 2023 |
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| Modera Wealth Management | 173k | $23M | -14% | Sep 2023 |
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| Mariner Wealth Advisors | 161k | $22M | 0% | Sep 2023 |
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| Whittier Trust Co. of Nevada | 160k | $22M | -8% | Sep 2023 |
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| Picton Mahoney Asset Management | 159k | $22M | 100% | Sep 2023 |
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| GW & Wade | 153k | $21M | 0% | Sep 2023 |
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| Kayne Anderson Rudnick Investment Management | 150k | $20M | 39% | Sep 2023 |
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| Courier Capital Corp | 147k | $20M | 0% | Sep 2023 |
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| Franklin Resources | 147k | $20M | 90% | Sep 2023 |
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| WoodTrust Financial Corp | 144k | $20M | 1% | Sep 2023 |
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| Duff & Phelps Investment Management | 143k | $19M | 0% | Sep 2023 |
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| Barclays | 142k | $19M | -24% | Sep 2023 |
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| SRS Capital Advisors | 142k | $19M | 90% | Sep 2023 |
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| Azarias Capital Management | 139k | $19M | 100% | Sep 2023 |
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| Captrust Financial Advisors | 136k | $18M | 52% | Sep 2023 |
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| Baird Financial | 132k | $18M | 2% | Sep 2023 |
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| SG Americas Securities | 130k | $18M | 60% | Sep 2023 |
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| Waldron | 130k | $18M | -10% | Sep 2023 |
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| Johnson Investment Counsel | 130k | $18M | 1% | Sep 2023 |
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| First Republic Investment Management | 126k | $17M | -11% | Sep 2023 |
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| Prudential Financial | 124k | $17M | -1% | Sep 2023 |
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| Fifth Third Bancorp | 122k | $17M | 1% | Sep 2023 |
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| Zhang Financial | 117k | $16M | -4% | Sep 2023 |
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| Fiduciary Trust Company | 116k | $16M | -1% | Sep 2023 |
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| Brian McDonald | 115k | $16M | 100% | Sep 2023 |
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| Aristotle Capital Boston | 113k | $15M | -3% | Sep 2023 |
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| Savant Capital Management | 112k | $15M | -27% | Sep 2023 |
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| Covenant Partners | 111k | $15M | 5% | Sep 2023 |
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| Bnp Paribas Arbitrage, Snc | 108k | $15M | -13% | Sep 2023 |
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| Synovus Financial Corp. | 98k | $13M | -3% | Sep 2023 |
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| Aspiriant | 95k | $13M | -2% | Sep 2023 |
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| Venture Visionary Partners | 93k | $13M | 1% | Sep 2023 |
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| Financial Network Investment Corporation | 93k | $13M | 94% | Sep 2023 |
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| Gts Securities | 91k | $12M | 100% | Sep 2023 |
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| Flaharty Asset Management | 88k | $12M | 4% | Sep 2023 |
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| Silvercrest Asset Management Group | 87k | $12M | 50% | Sep 2023 |
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| Parallax Volatility Advisers | 87k | $12M | 12% | Sep 2023 |
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| Thompson, Siegel, & Walmsley | 86k | $12M | 23% | Sep 2023 |
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| Miracle Mile Advisors | 84k | $11M | -64% | Sep 2023 |
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| New South Capital Management | 82k | $11M | 34% | Sep 2023 |
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| Ohio Pers | 82k | $11M | 34% | Sep 2023 |
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| Sonata Capital | 81k | $11M | 0% | Sep 2023 |
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| Vestcor Investment Management Corp | 81k | $11M | 48% | Sep 2023 |
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| Powell Investment Advisors | 80k | $11M | 0% | Sep 2023 |
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| Earnest Partners | 79k | $11M | 114% | Sep 2023 |
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| Vaughan Nelson Investment Management | 79k | $11M | -91% | Sep 2023 |
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| Warren Averett Asset Management | 79k | $11M | -6% | Sep 2023 |
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| Hillcrest Wealth Advisors - NY | 78k | $11M | 3% | Sep 2023 |
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| Moneta Group Investment Advisors | 78k | $11M | 13% | Sep 2023 |
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| Mma Asset Management | 77k | $10M | 56% | Sep 2023 |
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| Pure Financial Advisors | 75k | $10M | 11% | Sep 2023 |
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| Congress Wealth Management LLC / DE / | 75k | $10M | 100% | Sep 2023 |
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| Cetera Investment Advisers | 75k | $10M | 0% | Sep 2023 |
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| Northwestern Mutual Wealth Management Company | 71k | $9.6M | 0% | Sep 2023 |
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| Alliancebernstein | 68k | $9.2M | -16% | Sep 2023 |
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| Glenmede Trust Company | 66k | $9.0M | -6% | Sep 2023 |
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| Creative Planning | 66k | $9.0M | -2% | Sep 2023 |
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| Principal Financial Group | 66k | $8.9M | 52% | Sep 2023 |
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| LBJ Family Wealth Advisors | 66k | $8.9M | -2% | Sep 2023 |
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| Qube Research & Technologies | 66k | $8.9M | 100% | Sep 2023 |
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| Colony Group | 65k | $8.9M | 3% | Sep 2023 |
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| Keybank National Association | 65k | $8.8M | 1% | Sep 2023 |
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| Crestone Asset Management | 62k | $8.4M | -9% | Sep 2023 |
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| Carolinas Wealth Consulting | 62k | $7.9M | -4% | Sep 2023 |
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| FTB Advisors | 61k | $8.3M | 0% | Sep 2023 |
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| Hsbc Holdings | 61k | $8.2M | -4% | Sep 2023 |
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| Shapiro Capital Management | 61k | $8.2M | -59% | Sep 2023 |
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| Strategic Wealth Partners | 60k | $8.2M | -3% | Sep 2023 |
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| Harbor Investment Advisory | 60k | $8.1M | 0% | Sep 2023 |
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| Royce & Associates | 60k | $8.1M | 7% | Sep 2023 |
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| RTD Financial Advisors | 59k | $8.0M | 1% | Sep 2023 |
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| Stifel Financial | 59k | $8.0M | 4% | Sep 2023 |
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| Hanson McClain Advisors | 59k | $8.0M | -5% | Sep 2023 |
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| Brooklyn FI | 57k | $7.7M | -17% | Sep 2023 |
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| Segall Bryant & Hamill | 57k | $7.7M | -13% | Sep 2023 |
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| Peapack Gladstone Financial Corp | 57k | $7.7M | 0% | Sep 2023 |
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| Performa | 57k | $7.7M | 3% | Sep 2023 |
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| Wellington Management Company | 56k | $7.6M | -91% | Sep 2023 |
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| FSA Wealth Management | 54k | $7.3M | 1% | Sep 2023 |
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| EP Wealth Advisors | 54k | $7.3M | -87% | Sep 2023 |
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| William Blair $ Company | 53k | $7.2M | 13% | Sep 2023 |
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| One Capital Management | 50k | $6.8M | 3% | Sep 2023 |
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| Sontag Advisory | 49k | $6.6M | 790% | Sep 2023 |
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| Strategic Equity Management | 49k | $6.6M | 100% | Sep 2023 |
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| FMR | 48k | $6.5M | 26% | Sep 2023 |
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| Cm Wealth Advisors | 48k | $6.7M | -27% | Sep 2023 |
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| Kestra Advisory Services | 48k | $6.5M | 2% | Sep 2023 |
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| TD Waterhouse Canada | 47k | $8.0M | 0% | Sep 2023 |
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| Innealta Capital | 47k | $6.4M | 0% | Sep 2023 |
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| Buckingham Asset Management | 46k | $6.3M | -2% | Sep 2023 |
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| Atlantic Trust | 46k | $6.2M | -16% | Sep 2023 |
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| CB^T Wealth Management | 45k | $6.1M | 0% | Sep 2023 |
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| Marion Wealth Management | 45k | $6.1M | 2% | Sep 2023 |
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| Heron Financial Group | 45k | $6.3M | -3% | Jun 2023 |
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| Thrivent Financial for Lutherans | 39k | $5.2M | -58% | Sep 2023 |
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| Brookstone Capital Management | 38k | $4.9M | -30% | Sep 2023 |
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| Citigroup | 37k | $5.1M | -74% | Sep 2023 |
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| Leeward Investments, LLC - MA | 33k | $4.4M | -68% | Sep 2023 |
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| Goss Wealth Management | 32k | $4.3M | -37% | Sep 2023 |
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| Cambridge Investment Research Advisors | 31k | $4.2M | -55% | Sep 2023 |
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| Tower Research Capital | 19k | $2.6M | -65% | Sep 2023 |
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| Natixis Asset Management Advisors | 11k | $1.5M | -93% | Sep 2023 |
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| HPM Partners | 5.0k | $682k | -94% | Sep 2023 |
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| Armstrong Advisory Group | 2.1k | $285k | -97% | Sep 2023 |
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| AlphaMark Advisors | 599.00 | $81k | -99% | Sep 2023 |
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| Amerivest Investment Management | 0 | $0 | -100% | Sep 2023 |
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| Bishop & Co Investment Management | 0 | $0 | -100% | Sep 2023 |
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Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Veritable | Jun 2023 | 222k | $31M |
| BW Gestao de Investimentos | Jun 2023 | 147k | $21M |
| Jane Street | Jun 2023 | 103k | $15M |
| Scopus Asset Management | Jun 2023 | 75k | $11M |