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 | 6.1M | $1.2B | 100% | Mar 2026 |
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| Morgan Stanley | 4.4M | $827M | 2% | Mar 2026 |
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| Envestnet Asset Management | 2.1M | $407M | -2% | Mar 2026 |
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| TIAA Wealth Investment Management | 1.5M | $286M | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 1.3M | $241M | 2% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 1.2M | $228M | 100% | Mar 2026 |
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| Vaughan Nelson Investment Management | 1.1M | $210M | 0% | Mar 2026 |
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| Pnc Financial Services | 1.1M | $209M | -1% | Mar 2026 |
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| LPL Financial | 1.1M | $201M | -4% | Mar 2026 |
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| M^T Bank Corporation | 1.0M | $193M | 0% | Mar 2026 |
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| Wells Fargo & Company | 877k | $166M | -14% | Mar 2026 |
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| Hsbc Holdings | 859k | $163M | 1784% | Mar 2026 |
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| UBS Group | 839k | $159M | 4% | Mar 2026 |
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| Commonwealth Equity Services | 794k | $150M | 0% | Mar 2026 |
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| Goldman Sachs Group | 728k | $138M | 2% | Mar 2026 |
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| Betterment | 696k | $126M | -3% | Dec 2025 |
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| Charles Schwab Investment Management | 651k | $118M | -3% | Dec 2025 |
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| Cassaday & Co Wealth Management | 645k | $122M | 1% | Mar 2026 |
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| Northern Trust | 625k | $113M | 14% | Dec 2025 |
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| Royal Bank of Canada | 554k | $105M | 9% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 469k | $85M | 134% | Dec 2025 |
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| Raymond James Financial | 439k | $80M | 7% | Dec 2025 |
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| Pacific Life Fund Advisors | 429k | $81M | -1% | Mar 2026 |
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| Pathstone Holdings | 415k | $79M | 5% | Mar 2026 |
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| Badgley Phelps Wealth Managers | 390k | $74M | 1% | Mar 2026 |
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| Colony | 341k | $62M | 25% | Dec 2025 |
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| Jasper Ridge Partners | 322k | $61M | 0% | Mar 2026 |
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| Commerce Bank N A | 322k | $61M | -2% | Mar 2026 |
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| Bank of New York Mellon | 284k | $54M | 38% | Mar 2026 |
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| Jones Financial Companies, L.L | 277k | $50M | 2% | Dec 2025 |
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| Ameriprise Financial | 270k | $51M | 3% | Mar 2026 |
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| Sei Investments | 258k | $49M | -4% | Mar 2026 |
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| MAI Wealth Advisors | 258k | $49M | 0% | Mar 2026 |
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| Cetera Investment Advisers | 251k | $48M | -8% | Mar 2026 |
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| Rsm Us Wealth Management | 244k | $46M | 0% | Mar 2026 |
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| Amg National Trust Bank | 238k | $45M | -2% | Mar 2026 |
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| Stephens Group Asset Management | 238k | $45M | -1% | Mar 2026 |
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| Comprehensive Financial Management | 231k | $42M | 0% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 212k | $40M | -25% | Mar 2026 |
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| Silvercrest Asset Management Group | 211k | $38M | 236% | Dec 2025 |
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| Natixis Asset Management Advisors | 203k | $38M | -3% | Mar 2026 |
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| Rockefeller Capital Management | 200k | $38M | 2% | Mar 2026 |
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| Whittier Trust | 200k | $39M | -1% | Mar 2026 |
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| Victory Capital Management | 196k | $36M | -30% | Dec 2025 |
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| Allspring Global Investments Holdings | 189k | $36M | -14% | Mar 2026 |
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| Fifth Third Bancorp | 182k | $35M | 116% | Mar 2026 |
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| Wellington Management Company | 169k | $31M | -16% | Dec 2025 |
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| Waldron | 167k | $32M | -19% | Mar 2026 |
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| Us Bancorp | 165k | $30M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 159k | $30M | -5% | Mar 2026 |
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| Courier Capital Corp | 154k | $29M | 2% | Mar 2026 |
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| Bank Of Montreal | 154k | $29M | 100% | Mar 2026 |
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| FMR | 152k | $28M | 18% | Dec 2025 |
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| Hanna Zanoni | 150k | $27M | 202% | Dec 2025 |
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| Pure Financial Advisors | 148k | $28M | 4% | Mar 2026 |
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| Johnson Investment Counsel | 143k | $27M | -8% | Mar 2026 |
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| WoodTrust Financial Corp | 142k | $27M | -10% | Mar 2026 |
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| Branch Banking & Trust Company | 141k | $27M | 0% | Mar 2026 |
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| BlackRock | 139k | $26M | 6% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 136k | $26M | -70% | Mar 2026 |
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| Citadel Advisors | 132k | $25M | 23% | Mar 2026 |
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| HighTower Advisors | 132k | $25M | -2% | Mar 2026 |
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| Modera Wealth Management | 131k | $25M | -2% | Mar 2026 |
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| Hanson McClain Advisors | 127k | $23M | 93% | Dec 2025 |
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| Advisor Group Holdings | 121k | $22M | -3% | Dec 2025 |
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| Principal Financial Group | 116k | $22M | -25% | Mar 2026 |
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| Powell Investment Advisors | 115k | $22M | 1% | Mar 2026 |
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| SRS Capital Advisors | 114k | $22M | -1% | Mar 2026 |
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| Captrust Financial Advisors | 113k | $21M | -10% | Dec 2025 |
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| Henderson Group | 113k | $21M | -16% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 111k | $21M | -3% | Mar 2026 |
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| AQR Capital Management | 109k | $21M | -11% | Mar 2026 |
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| CI Private Wealth | 109k | $21M | -22% | Mar 2026 |
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| Brian McDonald | 107k | $19M | 3% | Dec 2025 |
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| HPM Partners | 105k | $20M | -9% | Mar 2026 |
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| Susquehanna International | 102k | $19M | -12% | Dec 2025 |
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| Zhang Financial | 99k | $19M | -1% | Mar 2026 |
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| Elite Financial | 96k | $18M | 0% | Mar 2026 |
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| Flow Traders US | 94k | $18M | 207% | Mar 2026 |
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| Alliancebernstein | 93k | $17M | -4% | Mar 2026 |
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| Pinnacle Financial Partners | 92k | $17M | 100% | Dec 2025 |
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| Baird Financial | 90k | $16M | 0% | Dec 2025 |
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| Creative Planning | 90k | $17M | 2% | Mar 2026 |
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| Fiduciary Trust Company | 89k | $16M | -4% | Dec 2025 |
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| Savant Capital Management | 85k | $16M | 0% | Mar 2026 |
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| Thompson, Siegel, & Walmsley | 84k | $16M | -8% | Mar 2026 |
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| Warren Averett Asset Management | 80k | $15M | 2% | Dec 2025 |
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| Aspiriant | 80k | $15M | -3% | Mar 2026 |
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| Marshall Wace | 78k | $14M | 100% | Dec 2025 |
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| Jane Street | 76k | $15M | 63% | Mar 2026 |
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| Sontag Advisory | 76k | $14M | -2% | Mar 2026 |
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| Franklin Resources | 74k | $14M | 36% | Mar 2026 |
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| Neuberger Berman Group | 73k | $13M | 692% | Dec 2025 |
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| Moneta Group Investment Advisors | 72k | $14M | -1% | Mar 2026 |
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| Hillcrest Wealth Advisors - NY | 71k | $13M | 0% | Mar 2026 |
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| Two Sigma Investments | 69k | $13M | 89% | Mar 2026 |
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| Stifel Financial | 69k | $13M | -10% | Mar 2026 |
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| Strategic Equity Management | 69k | $13M | 100% | Mar 2026 |
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| Bailard | 68k | $13M | -2% | Mar 2026 |
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| Tiaa Trust, National Association | 67k | $13M | -98% | Mar 2026 |
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| Ariel Investments | 66k | $12M | 96% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 65k | $12M | 1% | Mar 2026 |
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| Beacon Pointe Advisors | 61k | $11M | 18% | Dec 2025 |
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| Cresset Asset Management | 61k | $12M | 14% | Mar 2026 |
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| Sonata Capital | 61k | $12M | -1% | Mar 2026 |
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| LBJ Family Wealth Advisors | 61k | $11M | -3% | Mar 2026 |
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| Harbor Investment Advisory | 60k | $11M | -1% | Mar 2026 |
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| Stephens | 59k | $11M | 11% | Mar 2026 |
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| First Horizon National Corp | 59k | $11M | 7% | Mar 2026 |
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| CWM | 58k | $11M | 76% | Dec 2025 |
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| Leeward Investments, LLC - MA | 57k | $11M | -2% | Mar 2026 |
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| Buckingham Strategic Partners | 56k | $11M | -5% | Mar 2026 |
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| EP Wealth Advisors | 56k | $11M | -3% | Mar 2026 |
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| Equitable Holdings | 56k | $10M | 132% | Mar 2026 |
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| William Blair $ Company | 55k | $10M | 0% | Mar 2026 |
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| Keybank National Association | 55k | $10M | -6% | Mar 2026 |
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| D. E. Shaw & Co | 54k | $10M | 412% | Mar 2026 |
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| CB^T Wealth Management | 54k | $10M | -1% | Mar 2026 |
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| Kestra Advisory Services | 53k | $10M | -2% | Mar 2026 |
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| RTD Financial Advisors | 53k | $10M | -4% | Mar 2026 |
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| Shapiro Capital Management | 53k | $9.6M | -60% | Dec 2025 |
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| Navigation Group | 53k | $10M | 100% | Mar 2026 |
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| Atlantic Trust | 53k | $9.5M | -1% | Dec 2025 |
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| Marion Wealth Management | 52k | $9.9M | -1% | Mar 2026 |
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| CIBC Bancorp USA | 51k | $9.7M | 100% | Mar 2026 |
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| Mivtachim The Workers Social Insurance Fund | 51k | $9.6M | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 50k | $9.4M | 4450% | Mar 2026 |
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| Viewpoint Capital Management | 48k | $9.1M | 1% | Mar 2026 |
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| HB Wealth Management | 47k | $8.9M | 0% | Mar 2026 |
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| Aristotle Capital Boston | 46k | $8.3M | 26% | Dec 2025 |
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| Idaho Trust Bank | 45k | $8.5M | 34% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 44k | $8.3M | -2% | Mar 2026 |
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| Mirae Asset Global Investments | 43k | $8.2M | 4722% | Mar 2026 |
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| Mercer Global Advisors | 42k | $8.0M | 5% | Mar 2026 |
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| Ieq Capital | 42k | $7.6M | -21% | Dec 2025 |
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| Cm Wealth Advisors | 41k | $7.8M | 13% | Mar 2026 |
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| Baker Avenue Asset Management | 41k | $7.8M | 100% | Mar 2026 |
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| Sanctuary Advisors | 40k | $7.7M | 3% | Mar 2026 |
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| One Capital Management | 40k | $7.5M | -4% | Mar 2026 |
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| Royal Fund Management | 39k | $9.8M | 100% | Mar 2026 |
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| Fortis Group Advisors | 39k | $8.1M | 124% | Mar 2026 |
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| Hancock Bank Trust Department | 39k | $7.5M | 2% | Mar 2026 |
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| Lwm Advisors | 39k | $7.4M | 2% | Mar 2026 |
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| United Asset Strategies | 39k | $7.3M | 0% | Mar 2026 |
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| OFS Enterprise | 38k | $7.3M | 100% | Mar 2026 |
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| Robeco Investment Management | 38k | $7.3M | -42% | Mar 2026 |
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| Oldfather Financial Services | 38k | $6.8M | -1% | Dec 2025 |
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| Royce & Associates | 37k | $7.1M | 73% | Mar 2026 |
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| Foundation Wealth Management | 37k | $7.0M | -1% | Mar 2026 |
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| Segall Bryant & Hamill | 35k | $6.7M | -18% | Mar 2026 |
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| Summit Financial | 35k | $6.6M | -38% | Mar 2026 |
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| Zions Bancorporation, National Association | 35k | $6.5M | -75% | Mar 2026 |
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| Integrated Investment Consultants | 34k | $6.4M | -11% | Mar 2026 |
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| TD Waterhouse Canada | 32k | $6.1M | -41% | Mar 2026 |
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| TD Asset Management | 32k | $6.1M | -41% | Mar 2026 |
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| Earnest Partners | 6.9k | $1.3M | -84% | Mar 2026 |
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| Atom Investors | 5.5k | $990k | -98% | Dec 2025 |
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| Advisors Preferred | 1.8k | $341k | -99% | Mar 2026 |
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| Brandywine Global Investment Management | 151.00 | $27k | -100% | Dec 2025 |
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Who sold out of iShares Russell 2000 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 434k | $77M |
| Wealth Enhancement Advisory Services | Dec 2025 | 246k | $46M |
| Toroso Investments | Dec 2025 | 43k | $7.7M |