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 |