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 | $1.0B | 7% | Jun 2024 |
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| Morgan Stanley | 4.9M | $748M | -19% | Jun 2024 |
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| Tiaa Trust, National Association | 2.6M | $401M | 2% | Jun 2024 |
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| Envestnet Asset Management | 2.0M | $298M | 0% | Jun 2024 |
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| Starboard Value | 1.3M | $195M | -25% | Jun 2024 |
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| Pnc Financial Services | 1.2M | $182M | -1% | Jun 2024 |
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| Goldman Sachs Group | 1.1M | $168M | -19% | Jun 2024 |
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| Commonwealth Equity Services | 1.0M | $158M | -14% | Jun 2024 |
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| D.A. Davidson & Co. | 1.0M | $158M | 2% | Jun 2024 |
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| M^T Bank Corporation | 957k | $146M | 5% | Jun 2024 |
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| Wells Fargo & Company | 909k | $138M | -6% | Jun 2024 |
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| Strategic Financial Concepts | 834k | $7.3M | 18036% | Jun 2024 |
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| LPL Financial | 821k | $125M | 9% | Jun 2024 |
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| Us Bancorp | 766k | $117M | 7% | Jun 2024 |
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| Florida State Board of Administration | 720k | $110M | 100% | Jun 2024 |
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| Charles Schwab Investment Management | 669k | $102M | 17% | Jun 2024 |
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| Cassaday & Co Wealth Management | 580k | $88M | 2% | Jun 2024 |
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| Jpmorgan Chase & Co | 562k | $86M | -18% | Jun 2024 |
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| Manufacturers Life Insurance Company | 464k | $71M | 100% | Jun 2024 |
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| Royal Bank of Canada | 450k | $69M | -8% | Jun 2024 |
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| Victory Capital Management | 443k | $68M | -8% | Jun 2024 |
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| Colony | 425k | $65M | 99% | Jun 2024 |
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| Facet Wealth | 422k | $72M | 17% | Jun 2024 |
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| Raymond James Financial Services Advisors | 396k | $60M | 10% | Jun 2024 |
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| Commerce Bank N A | 376k | $57M | -9% | Jun 2024 |
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| Wolverine Trading | 364k | $56M | 100% | Jun 2024 |
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| Jasper Ridge Partners | 347k | $53M | -10% | Jun 2024 |
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| Bank of New York Mellon | 318k | $49M | -19% | Jun 2024 |
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| Amg National Trust Bank | 311k | $47M | 0% | Jun 2024 |
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| Whittier Trust | 310k | $47M | 4% | Jun 2024 |
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| Pathstone Holdings | 303k | $46M | 25% | Jun 2024 |
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| Raymond James & Associates | 278k | $42M | -22% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 267k | $41M | -2% | Jun 2024 |
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| Citadel Advisors | 261k | $40M | -7% | Jun 2024 |
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| Waldron | 244k | $37M | -1% | Jun 2024 |
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| MAI Wealth Advisors | 239k | $36M | -2% | Jun 2024 |
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| Allspring Global Investments Holdings | 234k | $36M | -52% | Jun 2024 |
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| Comprehensive Financial Management | 231k | $35M | 0% | Jun 2024 |
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| Rsm Us Wealth Management | 228k | $34M | 3% | Jun 2024 |
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| Stephens Group Asset Management | 225k | $34M | 0% | Jun 2024 |
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| Cetera Investment Advisers | 222k | $34M | -1% | Jun 2024 |
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| Picton Mahoney Asset Management | 219k | $33M | -33% | Jun 2024 |
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| Susquehanna International | 218k | $33M | 64% | Jun 2024 |
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| BlackRock | 215k | $33M | 11% | Jun 2024 |
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| Pacific Life Fund Advisors | 214k | $33M | -2% | Jun 2024 |
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| Branch Banking & Trust Company | 202k | $31M | -5% | Jun 2024 |
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| Brown Advisory Holdings Incorporated | 196k | $30M | -26% | Jun 2024 |
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| Citigroup | 195k | $30M | -9% | Jun 2024 |
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| HighTower Advisors | 190k | $29M | -36% | Jun 2024 |
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| Kayne Anderson Rudnick Investment Management | 184k | $28M | 71% | Jun 2024 |
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| Whittier Trust Co. of Nevada | 171k | $26M | 3% | Jun 2024 |
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| Mariner Wealth Advisors | 168k | $26M | -2% | Jun 2024 |
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| Modera Wealth Management | 159k | $24M | -2% | Jun 2024 |
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| WoodTrust Financial Corp | 149k | $23M | 100% | Jun 2024 |
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| CI Private Wealth | 148k | $22M | 5% | Jun 2024 |
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| Johnson Investment Counsel | 146k | $22M | 2% | Jun 2024 |
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| Courier Capital Corp | 145k | $22M | 0% | Jun 2024 |
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| SRS Capital Advisors | 133k | $20M | -3% | Jun 2024 |
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| Rockefeller Capital Management | 124k | $19M | -51% | Jun 2024 |
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| Jeffrey L. Gendell | 122k | $19M | 9% | Jun 2024 |
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| D. E. Shaw & Co | 118k | $18M | 44% | Jun 2024 |
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| Brian McDonald | 116k | $18M | -2% | Jun 2024 |
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| Henderson Group | 113k | $17M | 100% | Jun 2024 |
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| Bp Wealth Management | 112k | $17M | -22% | Jun 2024 |
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| Fiduciary Trust Company | 110k | $17M | -2% | Jun 2024 |
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| Savant Capital Management | 109k | $17M | 0% | Jun 2024 |
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| Zhang Financial | 107k | $16M | -3% | Jun 2024 |
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| Covenant Partners | 103k | $16M | -6% | Jun 2024 |
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| Moneta Group Investment Advisors | 100k | $15M | -5% | Jun 2024 |
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| Fifth Third Bancorp | 100k | $15M | -5% | Jun 2024 |
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| Thompson, Siegel, & Walmsley | 98k | $15M | 19% | Jun 2024 |
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| HPM Partners | 95k | $15M | 9% | Jun 2024 |
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| Stephens | 93k | $14M | -31% | Jun 2024 |
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| Synovus Financial Corp. | 91k | $14M | -1% | Jun 2024 |
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| Aspiriant | 89k | $14M | -2% | Jun 2024 |
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| Hsbc Holdings | 89k | $14M | 77% | Jun 2024 |
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| Creative Planning | 85k | $13M | 3% | Jun 2024 |
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| Churchill Management Corp. | 81k | $12M | 0% | Jun 2024 |
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| Two Sigma Investments | 80k | $12M | -28% | Jun 2024 |
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| Alliancebernstein | 80k | $12M | 2% | Jun 2024 |
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| Powell Investment Advisors | 79k | $12M | 3% | Jun 2024 |
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| Principal Financial Group | 78k | $12M | 21% | Jun 2024 |
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| Captrust Financial Advisors | 78k | $12M | -16% | Jun 2024 |
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| New South Capital Management | 75k | $12M | -19% | Jun 2024 |
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| Ohio Pers | 74k | $11M | -20% | Jun 2024 |
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| Silvercrest Asset Management Group | 71k | $11M | 224% | Jun 2024 |
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| Kestra Private Wealth Services | 71k | $11M | 1% | Jun 2024 |
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| Hillcrest Wealth Advisors - NY | 71k | $11M | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 71k | $11M | -1% | Jun 2024 |
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| Kovitz Investment Group Partners | 70k | $11M | 600% | Jun 2024 |
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| Sonata Capital | 69k | $11M | -6% | Jun 2024 |
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| SMI Advisory Services | 66k | $11M | 100% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 65k | $9.9M | -13% | Jun 2024 |
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| Keybank National Association | 65k | $9.8M | -1% | Jun 2024 |
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| LBJ Family Wealth Advisors | 64k | $10M | 0% | Sep 2024 |
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| Franklin Resources | 64k | $9.8M | -38% | Jun 2024 |
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| Harbor Investment Advisory | 64k | $11M | 1% | Sep 2024 |
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| Honkamp Krueger Financial Services | 63k | $9.6M | -27% | Jun 2024 |
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| Performa | 63k | $9.6M | 0% | Jun 2024 |
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| William Blair $ Company | 62k | $9.5M | -1% | Jun 2024 |
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| State Street Corporation | 62k | $9.5M | 2% | Jun 2024 |
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| RTD Financial Advisors | 60k | $9.2M | -1% | Jun 2024 |
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| Carolinas Wealth Consulting | 59k | $9.0M | -3% | Jun 2024 |
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| Pure Financial Advisors | 59k | $9.0M | 11% | Jun 2024 |
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| FTB Advisors | 58k | $8.9M | -7% | Jun 2024 |
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| Leeward Investments, LLC - MA | 58k | $8.9M | 156% | Jun 2024 |
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| Bailard | 57k | $8.7M | -88% | Jun 2024 |
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| Royce & Associates | 56k | $8.6M | 1% | Jun 2024 |
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| Sontag Advisory | 56k | $8.5M | 13% | Jun 2024 |
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| Hanson McClain Advisors | 54k | $9.0M | 2% | Jun 2024 |
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| EP Wealth Advisors | 54k | $8.2M | 14% | Jun 2024 |
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| Squarepoint Ops | 54k | $8.2M | 100% | Jun 2024 |
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| Kestra Advisory Services | 54k | $7.6M | 16% | Jun 2024 |
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| Atlantic Trust | 53k | $8.0M | -6% | Jun 2024 |
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| TD Waterhouse Canada | 53k | $11M | 0% | Jun 2024 |
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| One Capital Management | 53k | $8.0M | -6% | Jun 2024 |
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| Two Sigma Advisers | 51k | $7.7M | 100% | Jun 2024 |
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| Stifel Financial | 50k | $7.6M | -42% | Jun 2024 |
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| Marion Wealth Management | 48k | $8.0M | 3% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 48k | $7.3M | -5% | Jun 2024 |
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| Aristotle Capital Boston | 45k | $6.8M | -42% | Jun 2024 |
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| Buckingham Asset Management | 45k | $6.8M | -3% | Jun 2024 |
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| Venture Visionary Partners | 44k | $6.8M | 0% | Jun 2024 |
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| CB^T Wealth Management | 44k | $6.8M | -1% | Jun 2024 |
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| TD Asset Management | 44k | $6.7M | 0% | Jun 2024 |
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| Cm Wealth Advisors | 43k | $6.5M | -18% | Jun 2024 |
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| Vaughan Nelson Investment Management | 43k | $6.5M | -14% | Jun 2024 |
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| Barclays | 39k | $5.9M | -48% | Jun 2024 |
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| Brookstone Capital Management | 39k | $6.5M | 2% | Jun 2024 |
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| Sanders Morris Harris | 38k | $5.8M | 100% | Jun 2024 |
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| Shapiro Capital Management | 38k | $5.8M | -67% | Jun 2024 |
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| Hanna Zanoni | 37k | $5.6M | 82% | Jun 2024 |
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| H D Vest Advisory Services | 37k | $5.6M | 2% | Jun 2024 |
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| HB Wealth Management | 36k | $5.5M | -2% | Jun 2024 |
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| Mercer Global Advisors | 36k | $5.4M | 0% | Jun 2024 |
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| Viewpoint Capital Management | 35k | $5.4M | 4% | Jun 2024 |
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| Wesbanco Trust And Investments | 35k | $5.3M | -2% | Jun 2024 |
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| Oldfather Financial Services | 34k | $5.2M | 1% | Jun 2024 |
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| Hancock Bank Trust Department | 34k | $5.2M | -4% | Jun 2024 |
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| Sanctuary Advisors | 34k | $5.1M | 100% | Jun 2024 |
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| LWMG | 33k | $5.5M | 11% | Sep 2024 |
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| Brooklyn FI | 33k | $5.0M | -37% | Jun 2024 |
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| XML Financial | 32k | $4.9M | 0% | Jun 2024 |
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| Northeast Financial Consultants | 32k | $4.9M | 0% | Jun 2024 |
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| Clifford Capital Partners | 31k | $4.8M | 100% | Jun 2024 |
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| Heron Bay Capital Management | 31k | $4.7M | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 31k | $4.7M | -1% | Jun 2024 |
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| Tocqueville Asset Management | 29k | $4.5M | -2% | Jun 2024 |
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| Droms Strauss Advisors | 29k | $4.5M | -9% | Jun 2024 |
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| McLean Asset Management Corp | 29k | $4.5M | 0% | Jun 2024 |
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| Titleist Asset Management | 29k | $4.3M | 2% | Jun 2024 |
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| Mml Investors Services | 27k | $4.1M | -12% | Jun 2024 |
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| Sierra Capital | 26k | $4.0M | -32% | Jun 2024 |
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| Earnest Partners | 25k | $3.8M | -17% | Jun 2024 |
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| SSI Investment Management | 25k | $3.8M | -37% | Jun 2024 |
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| Twin Tree Management | 8.9k | $1.4M | -95% | Jun 2024 |
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| Archvest Wealth Advisors | 7.5k | $1.1M | -74% | Jun 2024 |
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| Ariel Investments | 6.3k | $959k | -85% | Jun 2024 |
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| Financial Advocates Investment Management | 3.3k | $504k | -95% | Jun 2024 |
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| Assetmark | 1.9k | $289k | -97% | Jun 2024 |
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Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Duff & Phelps Investment Management | Mar 2024 | 144k | $23M |
| Flaharty Asset Management | Mar 2024 | 85k | $14M |
| Qube Research & Technologies | Mar 2024 | 68k | $11M |
| Azarias Capital Management | Mar 2024 | 63k | $10M |
| Crestone Asset Management | Mar 2024 | 60k | $9.5M |
| Hilltop Holdings | Mar 2024 | 43k | $6.8M |