Who owns iShares Russell 2000 Value Index?

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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 5.9M $922M 7% Dec 2023
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Tiaa Trust, National Association 2.5M $383M -1% Dec 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 1.8M $280M 16% Dec 2023
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Goldman Sachs Group 1.5M $230M 35% Dec 2023
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Florida State Board of Administration 1.4M $214M 100% Dec 2023
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Commonwealth Equity Services 1.2M $188M 3% Dec 2023
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Pnc Financial Services 1.2M $187M -12% Dec 2023
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Wells Fargo & Company 1.2M $182M 12% Dec 2023
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UBS Group 1.1M $166M -9% Dec 2023
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D.A. Davidson & Co. 1.0M $156M 0% Dec 2023
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Betterment 979k $152M -8% Dec 2023
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Alaska Permanent Fund Corp 882k $137M 0% Dec 2023
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Northern Trust 821k $111M -5% Sep 2023
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M^T Bank Corporation 735k $114M 60% Dec 2023
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Us Bancorp 691k $107M -1% Dec 2023
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Jpmorgan Chase & Co 669k $104M 45% Dec 2023
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LPL Financial 600k $81M 2% Sep 2023
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Victory Capital Management 592k $92M -3% Dec 2023
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Honkamp Krueger Financial Services 588k $91M 5% Dec 2023
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Cassaday & Co Wealth Management 555k $86M 6% Dec 2023
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Susquehanna International 551k $75M 516% Sep 2023
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Charles Schwab Investment Management 538k $84M -7% Dec 2023
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Royal Bank of Canada 480k $75M -11% Dec 2023
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Pathstone Family Office 477k $34M 1861% Sep 2023
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Bank of New York Mellon 455k $71M -27% Dec 2023
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Commerce Bank N A 407k $63M -6% Dec 2023
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Jasper Ridge Partners 387k $60M -6% Dec 2023
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Allspring Global Investments Holdings 359k $56M -38% Dec 2023
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Badgley Phelps Wealth Managers 350k $54M 9% Dec 2023
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Facet Wealth 327k $48M 14% Dec 2023
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HighTower Advisors 323k $50M 45% Dec 2023
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Rockefeller Capital Management 320k $50M 72% Dec 2023
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Amg National Trust Bank 319k $50M -1% Dec 2023
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Brown Advisory Holdings Incorporated 314k $49M 8% Dec 2023
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Sei Investments 312k $42M 4% Sep 2023
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Whittier Trust 297k $46M 2% Dec 2023
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Waldron 284k $44M 118% Dec 2023
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Citadel Advisors 280k $44M 37% Dec 2023
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Raymond James Financial Services Advisors 261k $41M 4% Dec 2023
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Wealth Enhancement Advisory Services 255k $40M -2% Dec 2023
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Ameriprise Financial 249k $35M -20% Sep 2023
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Pathstone Holdings 244k $38M 100% Dec 2023
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MAI Wealth Advisors 243k $38M -3% Dec 2023
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Raymond James & Associates 243k $38M 5% Dec 2023
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Twin Tree Management 241k $37M 100% Dec 2023
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Pacific Life Fund Advisors 231k $36M 100% Dec 2023
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Comprehensive Financial Management 231k $36M 0% Dec 2023
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Advisors Preferred 229k $36M 100% Dec 2023
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Branch Banking & Trust Company 224k $35M -2% Dec 2023
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Stephens Group Asset Management 223k $35M 6% Dec 2023
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Rsm Us Wealth Management 219k $34M 13% Dec 2023
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Millennium Management 217k $34M -5% Dec 2023
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Mariner Wealth Advisors 199k $31M 24% Dec 2023
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Stephens 196k $27M -3% Sep 2023
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Bank Of Montreal 187k $30M -6% Dec 2023
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BlackRock 178k $24M -9% Sep 2023
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Modera Wealth Management 164k $26M -5% Dec 2023
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CastleArk Management 164k $25M 100% Dec 2023
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Whittier Trust Co. of Nevada 162k $25M 1% Dec 2023
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Picton Mahoney Asset Management 160k $25M 1% Dec 2023
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Bp Wealth Management 160k $25M -33% Dec 2023
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GW & Wade 152k $24M 0% Dec 2023
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Kayne Anderson Rudnick Investment Management 150k $20M 39% Sep 2023
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Principal Financial Group 148k $23M 124% Dec 2023
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Courier Capital Corp 147k $23M 0% Dec 2023
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Captrust Financial Advisors 145k $23M 7% Dec 2023
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Duff & Phelps Investment Management 144k $22M 1% Dec 2023
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WoodTrust Financial Corp 141k $22M -2% Dec 2023
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SRS Capital Advisors 141k $22M -1% Dec 2023
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Two Sigma Investments 138k $22M 253% Dec 2023
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CI Private Wealth 138k $21M -65% Dec 2023
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Johnson Investment Counsel 138k $21M 6% Dec 2023
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Citigroup 132k $21M 254% Dec 2023
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Advisor Group Holdings 128k $20M -26% Dec 2023
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Baird Financial 127k $20M -4% Dec 2023
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First Republic Investment Management 126k $17M -11% Sep 2023
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ZB 125k $19M 4424% Dec 2023
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Prudential Financial 124k $17M -1% Sep 2023
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Neuberger Berman Group 121k $19M 1192% Dec 2023
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Fifth Third Bancorp 117k $18M -4% Dec 2023
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Covenant Partners 115k $18M 3% Dec 2023
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Brian McDonald 115k $16M 100% Sep 2023
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Fiduciary Trust Company 114k $18M -2% Dec 2023
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Zhang Financial 113k $18M -4% Dec 2023
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Aristotle Capital Boston 113k $15M -3% Sep 2023
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Savant Capital Management 110k $17M -2% Dec 2023
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Stifel Financial 103k $16M 73% Dec 2023
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Synovus Financial Corp. 98k $13M -3% Sep 2023
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Aspiriant 94k $15M -1% Dec 2023
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Financial Network Investment Corporation 93k $13M 94% Sep 2023
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Thompson, Siegel, & Walmsley 90k $14M 4% Dec 2023
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Flaharty Asset Management 87k $14M -1% Dec 2023
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Silvercrest Asset Management Group 87k $12M 50% Sep 2023
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HPM Partners 86k $13M 1609% Dec 2023
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Jeffrey L. Gendell 82k $13M 173% Dec 2023
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Sonata Capital 81k $13M 0% Dec 2023
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Vestcor Investment Management Corp 81k $11M 48% Sep 2023
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Creative Planning 79k $12M 19% Dec 2023
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Powell Investment Advisors 78k $12M -3% Dec 2023
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Hillcrest Wealth Advisors - NY 77k $12M -1% Dec 2023
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Mma Asset Management 77k $12M 0% Dec 2023
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Alliancebernstein 77k $12M 13% Dec 2023
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Warren Averett Asset Management 77k $12M -3% Dec 2023
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Moneta Group Investment Advisors 76k $12M -2% Dec 2023
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Performa 76k $12M 34% Dec 2023
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Congress Wealth Management LLC / DE / 76k $12M 1% Dec 2023
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Earnest Partners 75k $12M -6% Dec 2023
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Cetera Investment Advisers 75k $10M 0% Sep 2023
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New South Capital Management 73k $11M -11% Dec 2023
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Wellington Management Company 73k $11M 31% Dec 2023
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FTB Advisors 71k $11M 16% Dec 2023
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Northwestern Mutual Wealth Management Company 71k $9.6M 0% Sep 2023
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Franklin Resources 70k $11M -52% Dec 2023
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Ohio Pers 68k $11M -17% Dec 2023
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Kestra Private Wealth Services 66k $10M 70% Dec 2023
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Glenmede Trust Company 66k $9.0M -6% 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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Harbor Investment Advisory 65k $10M 9% Dec 2023
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Keybank National Association 65k $8.8M 1% Sep 2023
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Bnp Paribas Arbitrage, Snc 64k $10M -40% Dec 2023
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LBJ Family Wealth Advisors 64k $10M -3% Dec 2023
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Vaughan Nelson Investment Management 64k $9.9M -20% Dec 2023
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RTD Financial Advisors 62k $9.7M 5% Dec 2023
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Colony 62k $9.7M 100% Dec 2023
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Carolinas Wealth Consulting 62k $7.9M -4% Sep 2023
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Strategic Wealth Partners 60k $8.2M -3% Sep 2023
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Royce & Associates 58k $9.0M -3% Dec 2023
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Crestone Asset Management 58k $9.0M -7% Dec 2023
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One Capital Management 57k $8.9M 15% Dec 2023
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Peapack Gladstone Financial Corp 57k $7.7M 0% Sep 2023
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William Blair $ Company 57k $8.9M 8% Dec 2023
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Azarias Capital Management 57k $8.8M -59% Dec 2023
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Leeward Investments, LLC - MA 56k $8.6M 70% Dec 2023
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Parallax Volatility Advisers 54k $8.4M -38% Dec 2023
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FSA Wealth Management 54k $8.4M 1% Dec 2023
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Cutler 54k $123k 100% Dec 2023
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Hanson McClain Advisors 54k $8.3M -9% Dec 2023
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Pure Financial Advisors 53k $8.2M -30% Dec 2023
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Brooklyn FI 51k $7.9M -11% Dec 2023
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Hsbc Holdings 50k $7.7M -18% Dec 2023
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EP Wealth Advisors 49k $7.6M -8% Dec 2023
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FMR 48k $6.5M 26% Sep 2023
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Gts Securities 48k $7.4M -48% Dec 2023
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Cm Wealth Advisors 48k $7.4M -1% Dec 2023
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TD Waterhouse Canada 48k $8.9M 1% Dec 2023
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Sontag Advisory 47k $7.3M -3% Dec 2023
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Atlantic Trust 46k $6.2M -16% Sep 2023
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Kestra Advisory Services 46k $7.1M -5% Dec 2023
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Venture Visionary Partners 44k $6.9M -52% Dec 2023
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Barclays 41k $6.3M -72% Dec 2023
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Thrivent Financial for Lutherans 39k $5.2M -58% Sep 2023
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Goss Wealth Management 32k $4.3M -37% Sep 2023
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Segall Bryant & Hamill 26k $4.0M -55% Dec 2023
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Strategic Equity Management 24k $3.6M -52% Dec 2023
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Tower Research Capital 19k $2.6M -65% Sep 2023
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Capstone Investment Advisors 14k $2.2M -92% Dec 2023
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Miracle Mile Advisors 11k $1.7M -87% Dec 2023
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Shapiro Capital Management 2.5k $383k -96% Dec 2023
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Amerivest 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
SG Americas Securities Sep 2023 130k $18M
Innealta Capital Sep 2023 47k $6.4M