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 6.9M $958M 100% Dec 2022
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Bank of America Corporation 5.6M $761M -12% Mar 2023
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Tiaa 2.7M $373M -1% Mar 2023
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Jones Financial Companies, L.L 2.0M $278M 2% Mar 2023
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Envestnet Asset Management 2.0M $275M 2% Mar 2023
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Jpmorgan Chase & Co 1.5M $202M 71% Mar 2023
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Goldman Sachs Group 1.5M $201M 24% Mar 2023
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Pnc Financial Services 1.4M $195M 13% Dec 2022
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Wells Fargo & Company 1.4M $192M 15% Dec 2022
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UBS Group 1.3M $174M 2% Mar 2023
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Commonwealth Equity Services 1.1M $157M 0% Mar 2023
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Betterment 1.1M $154M -12% Dec 2022
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Victory Capital Management 1.0M $139M 179% Mar 2023
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Jasper Ridge Partners 954k $132M 23% Dec 2022
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D.A. Davidson & Co. 947k $130M 0% Mar 2023
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Starboard Value 900k $123M 0% Mar 2023
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Northern Trust 874k $120M 0% Mar 2023
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Alaska Permanent Fund Corp 772k $107M -70% Dec 2022
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Bank of New York Mellon 707k $97M 14% Mar 2023
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Us Bancorp 660k $90M 1% Mar 2023
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LPL Financial 646k $89M -4% Mar 2023
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Amerivest Investment Management 646k $88M -5% Mar 2023
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Royal Bank of Canada 568k $79M -3% Dec 2022
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M^T Bank Corporation 524k $72M -51% Mar 2023
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Honkamp Krueger Financial Services 518k $71M -1% Mar 2023
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Cassaday & Co Wealth Management 506k $69M 6% Mar 2023
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Allspring Global Investments Holdings 475k $65M 56% Mar 2023
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Commerce Bank N A 462k $63M -4% Mar 2023
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Ameriprise Financial 349k $48M 16% Mar 2023
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Sei Investments 346k $47M 5% Mar 2023
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Amg National Trust Bank 343k $47M 0% Mar 2023
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Raymond James & Associates 342k $47M 3% Mar 2023
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Badgley Phelps Wealth Managers 325k $45M 1% Mar 2023
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BlackRock 303k $42M 1% Mar 2023
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Bank Of Montreal 302k $47M 135% Dec 2022
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HBK Sorce Advisory 301k $42M 47% Dec 2022
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Whittier Trust 294k $40M 5% Mar 2023
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Bp Wealth Management 293k $41M 0% Dec 2022
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Brown Advisory Holdings Incorporated 285k $39M -8% Mar 2023
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Facet Wealth 270k $37M -2% Mar 2023
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MAI Wealth Advisors 254k $35M -1% Mar 2023
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Branch Banking & Trust Company 253k $35M -12% Mar 2023
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Millennium Management 247k $34M -3% Mar 2023
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Cramer Rosenthal McGlynn 246k $34M 100% Mar 2023
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Miracle Mile Advisors 233k $32M 208% Mar 2023
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Comprehensive Financial Management 231k $32M 0% Dec 2022
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Veritable 223k $31M -1% Mar 2023
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HighTower Advisors 222k $30M -1% Mar 2023
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Modera Wealth Management 218k $30M -1% Mar 2023
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Vestcor Investment Management Corp 203k $28M -7% Dec 2022
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Stephens Group Asset Management 197k $27M 0% Mar 2023
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Stephens 190k $26M -28% Mar 2023
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First Republic Investment Management 188k $26M -15% Mar 2023
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Capstone Investment Advisors 188k $26M -2% Mar 2023
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Rsm Us Wealth Management 185k $25M 0% Mar 2023
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Advisor Group Holdings 182k $25M -2% Mar 2023
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Towle & Co 179k $25M 100% Dec 2022
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Financial Network Investment Corporation 174k $24M 7% Dec 2022
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Waldron 174k $24M 10% Mar 2023
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Whittier Trust Co. of Nevada 174k $24M 15% Mar 2023
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Silvercrest Asset Management Group 172k $24M -8% Dec 2022
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GW & Wade 168k $23M -3% Mar 2023
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Rockefeller Capital Management 167k $23M -2% Mar 2023
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Mariner Wealth Advisors 164k $23M 7% Dec 2022
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Alliancebernstein 164k $23M 82% Dec 2022
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Susquehanna International 163k $22M -42% Mar 2023
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Flaharty Asset Management 162k $22M 2% Mar 2023
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Kayne Anderson Rudnick Investment Management 153k $21M -28% Mar 2023
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Raymond James Financial Services Advisors 153k $21M -17% Mar 2023
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SG Americas Securities 152k $21M -10% Mar 2023
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Courier Capital Corp 147k $20M 2% Mar 2023
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Fifth Third Bancorp 147k $20M 9% Mar 2023
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HPM Partners 146k $50M -4% Mar 2023
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Citigroup 143k $20M 91% Mar 2023
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Duff & Phelps Investment Management 142k $19M 1% Mar 2023
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Prudential Financial 138k $19M 11% Dec 2022
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Savant Capital Management 136k $19M 300% Mar 2023
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Venture Visionary Partners 132k $18M 191% Mar 2023
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Zhang Financial 128k $18M -2% Mar 2023
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WoodTrust Financial Corp 126k $17M 3% Mar 2023
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Johnson Investment Counsel 125k $17M -2% Mar 2023
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Barclays 120k $16M 61% Mar 2023
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Shapiro Capital Management 119k $16M 120% Mar 2023
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Cardinal Capital Management 118k $16M 100% Dec 2022
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Colony Group 118k $16M 6% Mar 2023
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Fiduciary Trust Company 118k $16M -3% Mar 2023
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Citadel Advisors 113k $15M -48% Mar 2023
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Bnp Paribas Arbitrage, Snc 109k $15M -12% Mar 2023
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Baird Financial 103k $14M 4% Dec 2022
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Creative Planning 102k $14M 13% Dec 2022
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Synovus Financial Corp. 101k $14M 0% Mar 2023
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Covenant Partners 101k $14M 0% Mar 2023
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Northwestern Mutual Wealth Management Company 97k $14M 25% Dec 2022
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National Bank Of Canada /fi/ 97k $12M 7% Mar 2023
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Aspiriant 96k $13M -1% Mar 2023
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Tower Research Capital 95k $13M 82% Mar 2023
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Concentric Wealth Management 93k $13M 1% Mar 2023
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Aristotle Capital Boston 91k $13M -38% Dec 2022
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Warren Averett Asset Management 87k $12M -3% Mar 2023
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Vaughan Nelson Investment Management 84k $12M 13% Mar 2023
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Powell Investment Advisors 84k $12M 0% Mar 2023
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Churchill Management Corp. 84k $12M -1% Mar 2023
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Capital Directions Investment Advisory 84k $12M 100% Dec 2022
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Reframe Wealth 84k $12M 100% Dec 2022
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Sonata Capital 83k $11M -3% Mar 2023
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Stifel Financial 80k $11M 32% Dec 2022
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Hsbc Holdings 79k $11M 25% Dec 2022
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Franklin Resources 77k $11M -2% Mar 2023
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Thompson, Siegel, & Walmsley 77k $11M 6% Mar 2023
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Hillcrest Wealth Advisors - NY 76k $10M -2% Mar 2023
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Cetera Investment Advisers 75k $10M -3% Mar 2023
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Cambridge Investment Research Advisors 75k $10M 0% Mar 2023
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Captrust Financial Advisors 74k $10M -7% Mar 2023
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Crestone Asset Management 74k $10M -6% Mar 2023
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Earnest Partners 72k $9.9M 25% Mar 2023
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Principal Financial Group 72k $9.8M -53% Mar 2023
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Glenmede Trust Company 71k $9.8M 29% Dec 2022
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ASB Consultores 70k $9.6M 83% Mar 2023
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LBJ Family Wealth Advisors 69k $9.4M 0% Mar 2023
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Moneta Group Investment Advisors 69k $9.4M 4239% Mar 2023
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Hanson McClain Advisors 67k $9.2M -5% Mar 2023
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New South Capital Management 67k $9.2M 31% Mar 2023
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BW Gestao de Investimentos 66k $9.0M 100% Mar 2023
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Pure Financial Advisors 66k $9.0M 39% Mar 2023
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FTB Advisors 64k $8.9M 1% Dec 2022
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Carolinas Wealth Consulting 64k $8.7M 4% Mar 2023
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Segall Bryant & Hamill 63k $8.8M -10% Dec 2022
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Keybank National Association 63k $8.6M 1% Mar 2023
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Strategic Wealth Partners 62k $8.1M 1% Mar 2023
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Interactive Financial Advisors 61k $8.3M 1% Mar 2023
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Harbor Investment Advisory 61k $8.3M 1% Mar 2023
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Parallax Volatility Advisers 60k $8.3M -69% Dec 2022
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RTD Financial Advisors 59k $8.1M 1% Mar 2023
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AlphaMark Advisors 58k $8.0M -24% Mar 2023
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Brookstone Capital Management 57k $7.8M -2% Mar 2023
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Atlantic Trust 57k $3.7M 0% Mar 2023
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Peapack Gladstone Financial Corp 56k $7.7M 1% Dec 2022
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Performa 52k $7.2M -15% Mar 2023
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FSA Wealth Management 52k $7.1M 2% Mar 2023
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Goss Wealth Management 52k $7.1M -14% Mar 2023
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FMR 52k $7.1M -4% Mar 2023
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William Blair $ Company 51k $7.0M -10% Mar 2023
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Royce & Associates 51k $7.0M 10% Mar 2023
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Kestra Advisory Services 50k $6.8M -10% Mar 2023
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Buckingham Asset Management 49k $6.8M 0% Mar 2023
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Wellington Management Company 49k $6.7M 50% Mar 2023
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Taylor Investment Counselors 48k $6.5M 0% Mar 2023
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Cresset Asset Management 48k $5.2M -2% Dec 2022
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Mma Asset Management 47k $6.5M 7% Dec 2022
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Heron Financial Group 46k $6.3M 8% Mar 2023
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Bishop & Co Investment Management 46k $6.2M -3% Mar 2023
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Tocqueville Asset Management 43k $5.9M -20% Mar 2023
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Windsor Group 42k $5.6M -36% Mar 2023
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Sierra Capital 41k $5.7M -13% Mar 2023
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Mml Investors Services 41k $5.5M -33% Mar 2023
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Grayhawk Investment Strategies 40k $10M -22% Mar 2023
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Bailard 35k $4.7M -92% Mar 2023
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Hanna Zanoni 32k $4.4M -40% Mar 2023
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H D Vest Advisory Services 29k $4.0M -47% Mar 2023
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Leeward Investments, LLC - MA 27k $3.7M -86% Mar 2023
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McKinley Carter Wealth Services 20k $2.7M -82% Mar 2023
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Neuberger Berman Group 15k $2.0M -88% Mar 2023
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Wealth Enhancement Advisory Services 13k $1.8M -93% Mar 2023
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Jane Street 4.5k $616k -91% Mar 2023
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Cutler 3.2k $432k -96% Mar 2023
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G. W. Henssler & Associates 2.8k $383k -99% Mar 2023
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Tfo-tdc 556.00 $76k -99% Mar 2023
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Who sold out of iShares Russell 2000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Manufacturers Life Insurance Company Sep 2022 424k $55M
Summit Rock Advisors Dec 2022 345k $48M
CastleArk Management Dec 2022 150k $21M
Financial Services Advisory Dec 2022 94k $13M
Stanley Capital Management Sep 2022 61k $7.9M
Cm Wealth Advisors Dec 2022 49k $6.9M