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 5.6M $755M 1% Sep 2023
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Tiaa 2.5M $352M -8% Jun 2023
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Tiaa Trust, National Association 2.5M $338M 100% Sep 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 1.6M $210M 72% Sep 2023
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Pnc Financial Services 1.4M $186M -2% Sep 2023
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Commonwealth Equity Services 1.2M $159M 2% Sep 2023
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UBS Group 1.2M $158M -2% Sep 2023
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Goldman Sachs Group 1.1M $149M -24% Sep 2023
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Betterment 1.1M $144M -1% Sep 2023
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Wells Fargo & Company 1.0M $142M -3% Sep 2023
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D.A. Davidson & Co. 1000k $136M 2% Sep 2023
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Alaska Permanent Fund Corp 882k $120M -4% Sep 2023
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Northern Trust 821k $111M -5% Sep 2023
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Us Bancorp 698k $95M 3% Sep 2023
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Bank of New York Mellon 625k $85M -7% Sep 2023
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Victory Capital Management 613k $83M -35% Sep 2023
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LPL Financial 600k $81M 2% Sep 2023
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Allspring Global Investments Holdings 582k $79M -17% Sep 2023
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Charles Schwab Investment Management 578k $78M 100% Sep 2023
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Honkamp Krueger Financial Services 559k $76M 2% Sep 2023
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Susquehanna International 551k $75M 516% Sep 2023
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Royal Bank of Canada 542k $73M 5% Sep 2023
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Cassaday & Co Wealth Management 525k $71M 1% Sep 2023
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Pathstone Family Office 477k $34M 2010% Sep 2023
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Jpmorgan Chase & Co 461k $63M -12% Sep 2023
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M^T Bank Corporation 458k $62M -5% Sep 2023
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Commerce Bank N A 434k $59M -2% Sep 2023
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Jasper Ridge Partners 413k $56M -2% Sep 2023
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CI Private Wealth 392k $49M 3% Sep 2023
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Badgley Phelps Wealth Managers 322k $44M -2% Sep 2023
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Amg National Trust Bank 321k $44M -2% Sep 2023
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Sei Investments 312k $42M 4% Sep 2023
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Brown Advisory Holdings Incorporated 290k $39M 2% Sep 2023
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Whittier Trust 290k $39M -7% Sep 2023
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Facet Wealth 287k $37M -9% Sep 2023
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Wealth Enhancement Advisory Services 261k $35M 5522% Sep 2023
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Raymond James Financial Services Advisors 252k $34M 1% Sep 2023
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MAI Wealth Advisors 250k $34M 0% Sep 2023
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Ameriprise Financial 249k $35M -20% Sep 2023
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Bp Wealth Management 238k $32M -8% Sep 2023
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Raymond James & Associates 231k $31M -1% Sep 2023
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Comprehensive Financial Management 231k $32M 0% Sep 2023
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Millennium Management 229k $31M 0% Sep 2023
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Branch Banking & Trust Company 229k $31M -2% Sep 2023
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HighTower Advisors 222k $30M 1% Sep 2023
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Stephens Group Asset Management 211k $29M -11% Sep 2023
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Citadel Advisors 205k $28M 29% Sep 2023
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Bank Of Montreal 199k $31M -19% Sep 2023
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Stephens 196k $27M -3% Sep 2023
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Rsm Us Wealth Management 194k $27M 0% Sep 2023
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Rockefeller Capital Management 186k $25M 3% Sep 2023
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Capstone Investment Advisors 184k $25M 36% Sep 2023
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BlackRock 178k $24M -9% Sep 2023
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Advisor Group Holdings 173k $23M 13% Sep 2023
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Modera Wealth Management 173k $23M -14% Sep 2023
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Mariner Wealth Advisors 161k $22M 0% Sep 2023
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Whittier Trust Co. of Nevada 160k $22M -8% Sep 2023
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Picton Mahoney Asset Management 159k $22M 100% Sep 2023
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GW & Wade 153k $21M 0% Sep 2023
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Kayne Anderson Rudnick Investment Management 150k $20M 39% Sep 2023
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Courier Capital Corp 147k $20M 0% Sep 2023
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Franklin Resources 147k $20M 90% Sep 2023
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WoodTrust Financial Corp 144k $20M 1% Sep 2023
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Duff & Phelps Investment Management 143k $19M 0% Sep 2023
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Barclays 142k $19M -24% Sep 2023
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SRS Capital Advisors 142k $19M 90% Sep 2023
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Azarias Capital Management 139k $19M 100% Sep 2023
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Captrust Financial Advisors 136k $18M 52% Sep 2023
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Baird Financial 132k $18M 2% Sep 2023
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SG Americas Securities 130k $18M 60% Sep 2023
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Waldron 130k $18M -10% Sep 2023
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Johnson Investment Counsel 130k $18M 1% Sep 2023
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First Republic Investment Management 126k $17M -11% Sep 2023
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Prudential Financial 124k $17M -1% Sep 2023
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Fifth Third Bancorp 122k $17M 1% Sep 2023
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Zhang Financial 117k $16M -4% Sep 2023
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Fiduciary Trust Company 116k $16M -1% Sep 2023
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Brian McDonald 115k $16M 100% Sep 2023
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Aristotle Capital Boston 113k $15M -3% Sep 2023
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Savant Capital Management 112k $15M -27% Sep 2023
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Covenant Partners 111k $15M 5% Sep 2023
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Bnp Paribas Arbitrage, Snc 108k $15M -13% Sep 2023
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Synovus Financial Corp. 98k $13M -3% Sep 2023
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Aspiriant 95k $13M -2% Sep 2023
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Venture Visionary Partners 93k $13M 1% Sep 2023
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Financial Network Investment Corporation 93k $13M 94% Sep 2023
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Gts Securities 91k $12M 100% Sep 2023
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Flaharty Asset Management 88k $12M 4% Sep 2023
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Silvercrest Asset Management Group 87k $12M 50% Sep 2023
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Parallax Volatility Advisers 87k $12M 12% Sep 2023
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Thompson, Siegel, & Walmsley 86k $12M 23% Sep 2023
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Miracle Mile Advisors 84k $11M -64% Sep 2023
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New South Capital Management 82k $11M 34% Sep 2023
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Ohio Pers 82k $11M 34% Sep 2023
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Sonata Capital 81k $11M 0% Sep 2023
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Vestcor Investment Management Corp 81k $11M 48% Sep 2023
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Powell Investment Advisors 80k $11M 0% Sep 2023
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Earnest Partners 79k $11M 114% Sep 2023
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Vaughan Nelson Investment Management 79k $11M -91% Sep 2023
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Warren Averett Asset Management 79k $11M -6% Sep 2023
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Hillcrest Wealth Advisors - NY 78k $11M 3% Sep 2023
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Moneta Group Investment Advisors 78k $11M 13% Sep 2023
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Mma Asset Management 77k $10M 56% Sep 2023
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Pure Financial Advisors 75k $10M 11% Sep 2023
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Congress Wealth Management LLC / DE / 75k $10M 100% Sep 2023
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Cetera Investment Advisers 75k $10M 0% Sep 2023
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Northwestern Mutual Wealth Management Company 71k $9.6M 0% Sep 2023
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Alliancebernstein 68k $9.2M -16% Sep 2023
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Glenmede Trust Company 66k $9.0M -6% Sep 2023
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Creative Planning 66k $9.0M -2% Sep 2023
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Principal Financial Group 66k $8.9M 52% Sep 2023
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LBJ Family Wealth Advisors 66k $8.9M -2% 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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Keybank National Association 65k $8.8M 1% Sep 2023
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Crestone Asset Management 62k $8.4M -9% Sep 2023
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Carolinas Wealth Consulting 62k $7.9M -4% Sep 2023
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FTB Advisors 61k $8.3M 0% Sep 2023
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Hsbc Holdings 61k $8.2M -4% Sep 2023
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Shapiro Capital Management 61k $8.2M -59% Sep 2023
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Strategic Wealth Partners 60k $8.2M -3% Sep 2023
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Harbor Investment Advisory 60k $8.1M 0% Sep 2023
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Royce & Associates 60k $8.1M 7% Sep 2023
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RTD Financial Advisors 59k $8.0M 1% Sep 2023
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Stifel Financial 59k $8.0M 4% Sep 2023
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Hanson McClain Advisors 59k $8.0M -5% Sep 2023
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Brooklyn FI 57k $7.7M -17% Sep 2023
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Segall Bryant & Hamill 57k $7.7M -13% Sep 2023
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Peapack Gladstone Financial Corp 57k $7.7M 0% Sep 2023
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Performa 57k $7.7M 3% Sep 2023
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Wellington Management Company 56k $7.6M -91% Sep 2023
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FSA Wealth Management 54k $7.3M 1% Sep 2023
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EP Wealth Advisors 54k $7.3M -87% Sep 2023
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William Blair $ Company 53k $7.2M 13% Sep 2023
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One Capital Management 50k $6.8M 3% Sep 2023
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Sontag Advisory 49k $6.6M 790% Sep 2023
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Strategic Equity Management 49k $6.6M 100% Sep 2023
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FMR 48k $6.5M 26% Sep 2023
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Cm Wealth Advisors 48k $6.7M -27% Sep 2023
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Kestra Advisory Services 48k $6.5M 2% Sep 2023
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TD Waterhouse Canada 47k $8.0M 0% Sep 2023
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Innealta Capital 47k $6.4M 0% Sep 2023
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Buckingham Asset Management 46k $6.3M -2% Sep 2023
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Atlantic Trust 46k $6.2M -16% Sep 2023
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CB^T Wealth Management 45k $6.1M 0% Sep 2023
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Marion Wealth Management 45k $6.1M 2% Sep 2023
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Heron Financial Group 45k $6.3M -3% Jun 2023
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Thrivent Financial for Lutherans 39k $5.2M -58% Sep 2023
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Brookstone Capital Management 38k $4.9M -30% Sep 2023
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Citigroup 37k $5.1M -74% Sep 2023
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Leeward Investments, LLC - MA 33k $4.4M -68% Sep 2023
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Goss Wealth Management 32k $4.3M -37% Sep 2023
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Cambridge Investment Research Advisors 31k $4.2M -55% Sep 2023
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Tower Research Capital 19k $2.6M -65% Sep 2023
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Natixis Asset Management Advisors 11k $1.5M -93% Sep 2023
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HPM Partners 5.0k $682k -94% Sep 2023
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Armstrong Advisory Group 2.1k $285k -97% Sep 2023
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AlphaMark Advisors 599.00 $81k -99% Sep 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Bishop & Co 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
BW Gestao de Investimentos Jun 2023 147k $21M
Jane Street Jun 2023 103k $15M
Scopus Asset Management Jun 2023 75k $11M