Who owns iShares Russell 2000 Value Index?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 6.2M $1.4B 1% Jun 2026
 View chart
Morgan Stanley 4.4M $827M 2% Mar 2026
 View chart
Envestnet Asset Management 2.1M $473M 0% Jun 2026
 View chart
TIAA Wealth Investment Management 1.5M $331M -3% Jun 2026
 View chart
D.A. Davidson & Co. 1.3M $284M 1% Jun 2026
 View chart
Tiaa-cref Individual & Institutional Services 1.2M $270M 1% Jun 2026
 View chart
M^T Bank Corporation 1.2M $265M 16% Jun 2026
 View chart
LPL Financial 1.2M $258M 10% Jun 2026
 View chart
Pnc Financial Services 1.1M $241M -1% Jun 2026
 View chart
Vaughan Nelson Investment Management 877k $194M -21% Jun 2026
 View chart
Wells Fargo & Company 866k $192M -1% Jun 2026
 View chart
Hsbc Holdings 863k $191M 0% Jun 2026
 View chart
UBS Group 767k $170M -9% Jun 2026
 View chart
Commonwealth Equity Services 757k $167M -5% Jun 2026
 View chart
Goldman Sachs Group 696k $154M -4% Jun 2026
 View chart
Cassaday & Co Wealth Management 654k $145M 1% Jun 2026
 View chart
Betterment 647k $143M -4% Jun 2026
 View chart
Northern Trust 600k $133M -1% Jun 2026
 View chart
Royal Bank of Canada 491k $109M -11% Jun 2026
 View chart
Bailard 486k $107M 617% Jun 2026
 View chart
Jpmorgan Chase & Co 455k $101M 100% Jun 2026
 View chart
Raymond James Financial 433k $96M -3% Jun 2026
 View chart
Pathstone Holdings 407k $90M -2% Jun 2026
 View chart
Badgley Phelps Wealth Managers 398k $88M 2% Jun 2026
 View chart
Colony 329k $73M -3% Jun 2026
 View chart
Wellington Management Company 326k $72M 139% Jun 2026
 View chart
Jones Financial Companies, L.L 316k $70M 5% Jun 2026
 View chart
Commerce Bank N A 311k $69M -3% Jun 2026
 View chart
Bank of New York Mellon 278k $62M -2% Jun 2026
 View chart
Cetera Investment Advisers 259k $57M 3% Jun 2026
 View chart
MAI Wealth Advisors 258k $57M 0% Jun 2026
 View chart
Sei Investments 251k $56M -3% Jun 2026
 View chart
Rsm Us Wealth Management 243k $54M 0% Jun 2026
 View chart
Whittier Trust 240k $53M 20% Jun 2026
 View chart
Stephens Group Asset Management 234k $52M -2% Jun 2026
 View chart
Amg National Trust Bank 233k $52M -2% Jun 2026
 View chart
Comprehensive Financial Management 231k $51M 0% Jun 2026
 View chart
Ameriprise Financial 220k $49M -19% Jun 2026
 View chart
Brown Advisory Holdings Incorporated 206k $46M -3% Jun 2026
 View chart
Rockefeller Capital Management 198k $44M -1% Jun 2026
 View chart
Susquehanna International 189k $42M 43% Jun 2026
 View chart
Allspring Global Investments Holdings 189k $42M 0% Jun 2026
 View chart
FMR 186k $41M 5% Jun 2026
 View chart
Fifth Third Bancorp 177k $39M -3% Jun 2026
 View chart
Wealth Enhancement Advisory Services 177k $39M 100% Jun 2026
 View chart
Us Bancorp 175k $39M 6% Jun 2026
 View chart
Waldron 163k $36M -2% Jun 2026
 View chart
Mariner Wealth Advisors 158k $35M -1% Jun 2026
 View chart
SRS Capital Advisors 156k $34M 37% Jun 2026
 View chart
Bank Of Montreal 154k $29M 100% Mar 2026
 View chart
Advisor Group Holdings 152k $34M 16% Jun 2026
 View chart
Bnp Paribas Arbitrage, Snc 151k $34M 11% Jun 2026
 View chart
Pure Financial Advisors 147k $33M 0% Jun 2026
 View chart
Kayne Anderson Rudnick Investment Management 142k $31M -39% Jun 2026
 View chart
WoodTrust Financial Corp 132k $29M -7% Jun 2026
 View chart
Johnson Investment Counsel 132k $29M -8% Jun 2026
 View chart
Whittier Trust Co. of Nevada 132k $29M 19% Jun 2026
 View chart
Citadel Advisors 131k $29M -1% Jun 2026
 View chart
Courier Capital Corp 130k $29M -16% Jun 2026
 View chart
Modera Wealth Management 130k $29M 0% Jun 2026
 View chart
HighTower Advisors 129k $28M -3% Jun 2026
 View chart
Jupiter Topco 126k $28M 100% Jun 2026
 View chart
Branch Banking & Trust Company 125k $28M -12% Jun 2026
 View chart
AQR Capital Management 122k $27M 11% Jun 2026
 View chart
CI Private Wealth 119k $26M 10% Jun 2026
 View chart
Captrust Financial Advisors 117k $26M 6% Jun 2026
 View chart
Natixis Asset Management Advisors 116k $26M -43% Jun 2026
 View chart
Powell Investment Advisors 115k $26M 0% Jun 2026
 View chart
BlackRock 114k $25M -18% Jun 2026
 View chart
Henderson Group 113k $21M 100% Mar 2026
 View chart
Flow Traders US 109k $24M 16% Jun 2026
 View chart
HPM Partners 106k $24M 1% Jun 2026
 View chart
Zhang Financial 98k $22M -1% Jun 2026
 View chart
Victory Capital Management 96k $21M 0% Jun 2026
 View chart
Elite Financial 96k $21M -1% Jun 2026
 View chart
Alliancebernstein 93k $18M 1% Jun 2026
 View chart
National Bank Of Canada /fi/ 93k $21M 2% Jun 2026
 View chart
Pinnacle Financial Partners 92k $20M 0% Jun 2026
 View chart
Baird Financial 91k $20M -1% Jun 2026
 View chart
Creative Planning 91k $20M 1% Jun 2026
 View chart
Savant Capital Management 88k $19M 3% Jun 2026
 View chart
Fiduciary Trust Company 88k $19M -1% Jun 2026
 View chart
Principal Financial Group 86k $19M -26% Jun 2026
 View chart
Hilltop Partners 83k $18M 100% Jun 2026
 View chart
Aspiriant 79k $18M -1% Jun 2026
 View chart
Warren Averett Asset Management 79k $17M -1% Jun 2026
 View chart
Ariel Investments 77k $17M 17% Jun 2026
 View chart
Sontag Advisory 76k $17M 1% Jun 2026
 View chart
CWM 76k $14M 31% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 75k $17M 16% Jun 2026
 View chart
Stifel Financial 75k $17M 9% Jun 2026
 View chart
Strategic Equity Management 73k $16M 7% Jun 2026
 View chart
Thompson, Siegel, & Walmsley 72k $16M -14% Jun 2026
 View chart
Silvercrest Asset Management Group 72k $16M -21% Jun 2026
 View chart
Moneta Group Investment Advisors 70k $16M -2% Jun 2026
 View chart
Hillcrest Wealth Advisors - NY 70k $16M -1% Jun 2026
 View chart
Jasper Ridge Partners 67k $15M -79% Jun 2026
 View chart
Tiaa Trust, National Association 66k $15M -1% Jun 2026
 View chart
Beacon Pointe Advisors 66k $15M -20% Jun 2026
 View chart
Cresset Asset Management 65k $15M 7% Jun 2026
 View chart
Stephens 62k $14M 4% Jun 2026
 View chart
Goss Wealth Management 61k $14M 106% Jun 2026
 View chart
Sonata Capital 61k $13M -1% Jun 2026
 View chart
Harbor Investment Advisory 60k $13M 0% Jun 2026
 View chart
LBJ Family Wealth Advisors 60k $13M -1% Jun 2026
 View chart
Buckingham Strategic Partners 58k $13M 3% Jun 2026
 View chart
Leeward Investments, LLC - MA 58k $13M 3% Jun 2026
 View chart
First Horizon National Corp 58k $13M -1% Jun 2026
 View chart
Shapiro Capital Management 57k $13M -9% Jun 2026
 View chart
Hanson McClain Advisors 57k $13M -55% Jun 2026
 View chart
Keybank National Association 56k $12M 3% Jun 2026
 View chart
EP Wealth Advisors 55k $12M -2% Jun 2026
 View chart
William Blair $ Company 55k $12M 0% Jun 2026
 View chart
Franklin Resources 54k $12M -26% Jun 2026
 View chart
CB^T Wealth Management 53k $12M -1% Jun 2026
 View chart
Navigation Group 53k $12M 0% Jun 2026
 View chart
Marion Wealth Management 52k $11M -1% Jun 2026
 View chart
Mivtachim The Workers Social Insurance Fund 51k $11M 0% Jun 2026
 View chart
RTD Financial Advisors 50k $11M -7% Jun 2026
 View chart
CIBC Bancorp USA 50k $11M -3% Jun 2026
 View chart
HB Wealth Management 49k $11M 4% Jun 2026
 View chart
Kestra Advisory Services 48k $11M -10% Jun 2026
 View chart
Idaho Trust Bank 47k $11M 6% Jun 2026
 View chart
Advisors Preferred 45k $9.9M 2403% Jun 2026
 View chart
Sanctuary Advisors 44k $9.7M 9% Jun 2026
 View chart
Mirae Asset Global Investments 43k $8.2M 4722% Mar 2026
 View chart
Peapack Gladstone Financial Corp 43k $9.6M -1% Jun 2026
 View chart
Viewpoint Capital Management 43k $9.6M -10% Jun 2026
 View chart
Baker Avenue Asset Management 43k $9.4M 3% Jun 2026
 View chart
Mercer Global Advisors 41k $9.1M -3% Jun 2026
 View chart
Moneywise 40k $8.9M 11% Jun 2026
 View chart
Nomura Asset Management International 40k $8.8M 100% Jun 2026
 View chart
Cm Wealth Advisors 40k $8.8M -3% Jun 2026
 View chart
One Capital Management 40k $7.5M 0% Jun 2026
 View chart
New South Capital Management 39k $8.7M 157% Jun 2026
 View chart
Ohio Pers 39k $8.7M 157% Jun 2026
 View chart
Hancock Bank Trust Department 39k $8.7M 0% Jun 2026
 View chart
Fortis Group Advisors 39k $8.7M 0% Jun 2026
 View chart
Summit Financial 39k $8.5M 11% Jun 2026
 View chart
United Asset Strategies 39k $8.5M 0% Jun 2026
 View chart
Lwm Advisors 39k $8.5M -1% Jun 2026
 View chart
OFS Enterprise 38k $8.4M -1% Jun 2026
 View chart
Segall Bryant & Hamill 37k $8.2M 6% Jun 2026
 View chart
Jane Street 37k $8.1M -52% Jun 2026
 View chart
Integrated Investment Consultants 36k $7.9M 7% Jun 2026
 View chart
Brookstone Capital Management 36k $7.9M 16% Jun 2026
 View chart
Foundation Wealth Management 35k $7.8M -4% Jun 2026
 View chart
Mml Investors Services 35k $7.7M 22% Jun 2026
 View chart
Harbour Investments 35k $7.7M 0% Jun 2026
 View chart
Droms Strauss Advisors 35k $7.6M -2% Jun 2026
 View chart
Tower Research Capital 34k $7.5M -45% Jun 2026
 View chart
Hanna Zanoni 33k $7.3M -53% Jun 2026
 View chart
Royce & Associates 31k $6.9M -17% Jun 2026
 View chart
Prudential Financial 29k $6.4M -19% Jun 2026
 View chart
Robeco Investment Management 28k $6.2M -26% Jun 2026
 View chart
Equitable Holdings 26k $5.8M -52% Jun 2026
 View chart
D. E. Shaw & Co 17k $3.8M -69% Jun 2026
 View chart
Gts Securities 17k $3.7M -69% Jun 2026
 View chart
Ieq Capital 8.0k $1.8M -78% Jun 2026
 View chart
EverSource Wealth Advisors 2.4k $540k -95% Jun 2026
 View chart
Two Sigma Investments 2.0k $442k -97% Jun 2026
 View chart

Who sold out of iShares Russell 2000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Pacific Life Fund Advisors Mar 2026 429k $81M
Royal Fund Management Mar 2026 39k $9.8M