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 | 6.7M | $1.1B | 6% | Dec 2024 |
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| Morgan Stanley | 5.5M | $900M | 6% | Dec 2024 |
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| Tiaa Trust, National Association | 2.7M | $450M | 0% | Dec 2024 |
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| Jones Financial Companies, L.L | 2.7M | $448M | 6% | Dec 2024 |
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| Envestnet Asset Management | 2.1M | $339M | 4% | Dec 2024 |
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| Alaska Permanent Fund Corp | 1.2M | $202M | -13% | Dec 2024 |
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| Pnc Financial Services | 1.2M | $200M | 2% | Dec 2024 |
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| Goldman Sachs Group | 1.1M | $184M | 4% | Dec 2024 |
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| D.A. Davidson & Co. | 1.1M | $177M | 3% | Dec 2024 |
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| M^T Bank Corporation | 1.0M | $172M | -9% | Dec 2024 |
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| Wells Fargo & Company | 1.0M | $167M | 18% | Dec 2024 |
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| LPL Financial | 995k | $163M | -2% | Dec 2024 |
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| UBS Group | 964k | $158M | -4% | Dec 2024 |
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| Commonwealth Equity Services | 920k | $151M | -1% | Dec 2024 |
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| Betterment | 829k | $136M | -5% | Dec 2024 |
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| Charles Schwab Investment Management | 680k | $112M | -1% | Dec 2024 |
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| Northern Trust | 620k | $102M | 1% | Dec 2024 |
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| Jpmorgan Chase & Co | 612k | $101M | -3% | Dec 2024 |
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| Cassaday & Co Wealth Management | 603k | $99M | 2% | Dec 2024 |
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| Raymond James Financial | 594k | $98M | 100% | Dec 2024 |
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| Victory Capital Management | 538k | $88M | 69% | Dec 2024 |
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| Royal Bank of Canada | 535k | $88M | 14% | Dec 2024 |
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| Bailard | 503k | $83M | -1% | Dec 2024 |
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| Calamos Advisors | 394k | $65M | -30% | Dec 2024 |
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| Us Bancorp | 388k | $64M | -46% | Dec 2024 |
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| Commerce Bank N A | 358k | $59M | -2% | Dec 2024 |
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| Pacific Life Fund Advisors | 357k | $59M | 34% | Dec 2024 |
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| Badgley Phelps Wealth Managers | 354k | $58M | 0% | Dec 2024 |
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| Jasper Ridge Partners | 347k | $57M | 0% | Dec 2024 |
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| Raymond James Financial Services Advisors | 320k | $53M | -19% | Sep 2024 |
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| Whittier Trust | 317k | $52M | 3% | Dec 2024 |
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| Pathstone Holdings | 306k | $50M | 1% | Dec 2024 |
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| Susquehanna International | 293k | $48M | -7% | Dec 2024 |
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| Amg National Trust Bank | 290k | $47M | -4% | Dec 2024 |
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| Bnp Paribas Arbitrage, Snc | 266k | $44M | 1% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 263k | $43M | -2% | Dec 2024 |
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| Raymond James & Associates | 261k | $44M | -6% | Sep 2024 |
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| Colony | 260k | $43M | 136% | Dec 2024 |
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| Facet Wealth | 259k | $43M | -42% | Dec 2024 |
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| MAI Wealth Advisors | 259k | $43M | 9% | Dec 2024 |
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| Bank of New York Mellon | 258k | $42M | -8% | Dec 2024 |
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| Sei Investments | 248k | $41M | -7% | Dec 2024 |
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| Rsm Us Wealth Management | 236k | $39M | 3% | Dec 2024 |
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| Waldron | 233k | $38M | -1% | Dec 2024 |
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| Ameriprise Financial | 233k | $38M | 37% | Dec 2024 |
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| Allspring Global Investments Holdings | 232k | $38M | -2% | Dec 2024 |
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| Comprehensive Financial Management | 231k | $38M | 0% | Dec 2024 |
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| Brown Advisory Holdings Incorporated | 227k | $37M | 18% | Dec 2024 |
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| Cetera Investment Advisers | 226k | $37M | 2% | Dec 2024 |
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| Stephens Group Asset Management | 222k | $36M | 0% | Dec 2024 |
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| Citadel Advisors | 214k | $35M | -7% | Dec 2024 |
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| Bryn Mawr Trust | 205k | $34M | 0% | Dec 2024 |
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| Principal Financial Group | 202k | $33M | 249% | Dec 2024 |
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| Branch Banking & Trust Company | 189k | $31M | 1% | Dec 2024 |
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| FMR | 185k | $30M | -6% | Dec 2024 |
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| Kayne Anderson Rudnick Investment Management | 184k | $30M | 109% | Dec 2024 |
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| Bank Of Montreal | 175k | $29M | 0% | Dec 2024 |
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| Whittier Trust Co. of Nevada | 173k | $28M | 3% | Dec 2024 |
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| BlackRock | 170k | $28M | -9% | Dec 2024 |
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| Mariner Wealth Advisors | 166k | $27M | -2% | Dec 2024 |
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| WoodTrust Financial Corp | 160k | $26M | 3% | Dec 2024 |
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| Wellington Management Company | 157k | $26M | 29% | Dec 2024 |
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| Citigroup | 155k | $25M | 27% | Dec 2024 |
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| Modera Wealth Management | 150k | $25M | -3% | Dec 2024 |
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| Courier Capital Corp | 146k | $24M | 0% | Dec 2024 |
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| Johnson Investment Counsel | 144k | $24M | 1% | Dec 2024 |
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| Atom Investors | 138k | $23M | 16% | Dec 2024 |
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| HighTower Advisors | 136k | $22M | 9% | Dec 2024 |
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| CI Private Wealth | 135k | $22M | -8% | Dec 2024 |
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| Tower Research Capital | 131k | $22M | 353189% | Dec 2024 |
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| SRS Capital Advisors | 130k | $21M | -1% | Dec 2024 |
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| Brian McDonald | 127k | $21M | 2% | Dec 2024 |
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| Jeffrey L. Gendell | 122k | $20M | 0% | Dec 2024 |
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| Rockefeller Capital Management | 111k | $18M | 3% | Dec 2024 |
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| Vestcor Investment Management Corp | 111k | $18M | 0% | Dec 2024 |
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| Henderson Group | 108k | $18M | -2% | Dec 2024 |
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| HPM Partners | 108k | $18M | 1% | Dec 2024 |
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| Twin Tree Management | 107k | $18M | -20% | Dec 2024 |
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| Fiduciary Trust Company | 107k | $18M | -1% | Dec 2024 |
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| Savant Capital Management | 105k | $17M | -3% | Dec 2024 |
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| Zhang Financial | 103k | $17M | -2% | Dec 2024 |
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| Hanna Zanoni | 102k | $17M | 161% | Dec 2024 |
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| Stephens | 100k | $16M | 7% | Dec 2024 |
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| AQR Capital Management | 99k | $16M | 100% | Dec 2024 |
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| Fifth Third Bancorp | 96k | $16M | -2% | Dec 2024 |
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| Silvercrest Asset Management Group | 96k | $16M | 39% | Dec 2024 |
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| LHM | 96k | $16M | 100% | Dec 2024 |
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| Baird Financial | 96k | $16M | -2% | Dec 2024 |
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| Prudential Financial | 94k | $16M | -15% | Dec 2024 |
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| Moneta Group Investment Advisors | 94k | $16M | -4% | Dec 2024 |
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| Powell Investment Advisors | 94k | $15M | 2% | Dec 2024 |
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| Bp Wealth Management | 93k | $15M | 100% | Dec 2024 |
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| Thompson, Siegel, & Walmsley | 93k | $15M | 16% | Dec 2024 |
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| Warren Averett Asset Management | 92k | $15M | 10% | Dec 2024 |
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| Covenant Partners | 91k | $15M | -6% | Dec 2024 |
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| Synovus Financial Corp. | 91k | $15M | 1% | Dec 2024 |
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| Captrust Financial Advisors | 90k | $15M | 20% | Dec 2024 |
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| Aspiriant | 86k | $14M | 2% | Dec 2024 |
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| Alliancebernstein | 84k | $14M | 2% | Dec 2024 |
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| Venture Visionary Partners | 82k | $14M | 97% | Dec 2024 |
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| Pure Financial Advisors | 81k | $13M | 20% | Dec 2024 |
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| Neuberger Berman Group | 78k | $13M | 890% | Dec 2024 |
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| Barclays | 77k | $13M | 259% | Dec 2024 |
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| Churchill Management Corp. | 76k | $12M | -5% | Dec 2024 |
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| Creative Planning | 75k | $12M | -3% | Dec 2024 |
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| Hillcrest Wealth Advisors - NY | 73k | $12M | 0% | Dec 2024 |
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| Advisor Group Holdings | 68k | $11M | -3% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 68k | $11M | -3% | Dec 2024 |
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| EP Wealth Advisors | 67k | $11M | 0% | Dec 2024 |
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| Sontag Advisory | 66k | $11M | 6% | Dec 2024 |
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| Sonata Capital | 65k | $11M | 0% | Dec 2024 |
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| LBJ Family Wealth Advisors | 64k | $10M | 0% | Dec 2024 |
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| Harbor Investment Advisory | 63k | $10M | -1% | Dec 2024 |
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| Franklin Resources | 63k | $10M | -1% | Dec 2024 |
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| Keybank National Association | 62k | $10M | 1% | Dec 2024 |
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| Stifel Financial | 62k | $10M | 19% | Dec 2024 |
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| Glenmede Trust Company | 61k | $10M | -3% | Dec 2024 |
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| Assetmark | 60k | $9.9M | 14% | Dec 2024 |
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| RTD Financial Advisors | 60k | $9.8M | -1% | Dec 2024 |
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| CastleArk Management | 59k | $9.7M | -36% | Dec 2024 |
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| Hanson McClain Advisors | 59k | $9.8M | 9% | Dec 2024 |
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| Carolinas Wealth Consulting | 58k | $9.5M | 0% | Dec 2024 |
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| FSA Wealth Management | 58k | $9.5M | 0% | Dec 2024 |
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| Two Sigma Investments | 58k | $9.4M | 637% | Dec 2024 |
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| Kovitz Investment Group Partners | 56k | $9.2M | -15% | Dec 2024 |
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| Robeco Investment Management | 55k | $9.1M | 241% | Dec 2024 |
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| FTB Advisors | 55k | $9.1M | -3% | Dec 2024 |
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| William Blair $ Company | 54k | $8.8M | -14% | Dec 2024 |
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| Royce & Associates | 54k | $8.8M | -34% | Dec 2024 |
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| SSI Investment Management | 54k | $8.8M | 116% | Dec 2024 |
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| Vaughan Nelson Investment Management | 54k | $8.8M | -92% | Dec 2024 |
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| TD Waterhouse Canada | 53k | $8.7M | 1% | Dec 2024 |
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| Buckingham Strategic Partners | 53k | $8.7M | 58% | Dec 2024 |
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| Kera Capital Partners | 53k | $8.6M | 100% | Dec 2024 |
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| Hsbc Holdings | 52k | $8.5M | 8% | Dec 2024 |
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| Atlantic Trust | 52k | $8.5M | -1% | Dec 2024 |
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| Shapiro Capital Management | 51k | $8.4M | -60% | Dec 2024 |
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| Ieq Capital | 51k | $8.4M | 3654% | Dec 2024 |
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| State Street Corporation | 51k | $8.4M | -3% | Dec 2024 |
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| Marion Wealth Management | 48k | $8.0M | 1% | Dec 2024 |
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| Kestra Advisory Services | 48k | $7.9M | -1% | Dec 2024 |
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| Peapack Gladstone Financial Corp | 47k | $7.6M | -2% | Dec 2024 |
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| Ariel Investments | 46k | $7.6M | 204% | Dec 2024 |
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| Cresset Asset Management | 46k | $7.5M | -16% | Dec 2024 |
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| One Capital Management | 45k | $7.3M | -20% | Dec 2024 |
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| Summit Financial | 44k | $7.2M | 267% | Dec 2024 |
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| Mercer Global Advisors | 43k | $7.0M | -2% | Dec 2024 |
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| Viewpoint Capital Management | 43k | $7.0M | 8% | Dec 2024 |
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| HB Wealth Management | 42k | $6.8M | -1% | Dec 2024 |
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| Performa | 41k | $6.8M | -12% | Dec 2024 |
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| Cm Wealth Advisors | 41k | $6.7M | -7% | Dec 2024 |
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| CB^T Wealth Management | 41k | $6.7M | -4% | Dec 2024 |
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| TD Asset Management | 38k | $6.3M | -14% | Dec 2024 |
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| Aristotle Capital Boston | 38k | $6.2M | -15% | Dec 2024 |
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| Brookstone Capital Management | 35k | $5.7M | -19% | Dec 2024 |
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| Natixis Asset Management Advisors | 32k | $5.2M | -78% | Dec 2024 |
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| Mma Asset Management | 31k | $5.0M | -71% | Dec 2024 |
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| Ohio Pers | 26k | $4.3M | -44% | Dec 2024 |
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| New South Capital Management | 26k | $4.3M | -44% | Dec 2024 |
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| Leeward Investments, LLC - MA | 26k | $4.3M | -45% | Dec 2024 |
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| Kestra Private Wealth Services | 25k | $4.1M | -66% | Dec 2024 |
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| Harbor Capital Advisors | 23k | $3.7M | -49% | Dec 2024 |
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| Advisors Preferred | 16k | $2.7M | -84% | Dec 2024 |
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| U.S. Capital Wealth Advisors | 6.9k | $1.1M | -86% | Dec 2024 |
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| Picton Mahoney Asset Management | 6.0k | $985k | -88% | Dec 2024 |
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Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Starboard Value | Sep 2024 | 1.4M | $226M |
| International Assets Investment Management | Sep 2024 | 151k | $905k |
| SMI Advisory Services | Sep 2024 | 66k | $11M |
| Quadrature Capital | Sep 2024 | 55k | $9.2M |