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
Bank of America Corporation 6.2M $992M 5% Mar 2024
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Morgan Stanley 6.1M $964M -5% Mar 2024
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Tiaa Trust, National Association 2.6M $411M 5% Mar 2024
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Jones Financial Companies, L.L 2.3M $373M 3% Mar 2024
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Envestnet Asset Management 1.9M $309M -4% Mar 2024
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Starboard Value 1.7M $271M -6% Mar 2024
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Goldman Sachs Group 1.4M $215M -8% Mar 2024
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Commonwealth Equity Services 1.2M $191M 0% Mar 2024
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Pnc Financial Services 1.2M $191M 0% Mar 2024
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UBS Group 1.1M $170M 0% Mar 2024
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D.A. Davidson & Co. 1.0M $162M 2% Mar 2024
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Wells Fargo & Company 963k $153M -18% Mar 2024
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Betterment 933k $148M -5% Mar 2024
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M^T Bank Corporation 916k $146M 25% Mar 2024
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Alaska Permanent Fund Corp 850k $135M -4% Mar 2024
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Northern Trust 803k $128M -2% Mar 2024
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LPL Financial 754k $120M 26% Mar 2024
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Us Bancorp 714k $113M 3% Mar 2024
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Jpmorgan Chase & Co 682k $108M 2% Mar 2024
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Charles Schwab Investment Management 572k $91M 6% Mar 2024
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Cassaday & Co Wealth Management 568k $90M 2% Mar 2024
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Royal Bank of Canada 490k $78M 2% Mar 2024
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Bailard 488k $78M 1583% Mar 2024
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Allspring Global Investments Holdings 483k $77M 35% Mar 2024
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Victory Capital Management 479k $76M -19% Mar 2024
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Commerce Bank N A 414k $66M 2% Mar 2024
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Bank of New York Mellon 395k $63M -13% Mar 2024
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Jasper Ridge Partners 387k $61M 0% Mar 2024
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Facet Wealth 360k $56M 10% Mar 2024
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Raymond James Financial Services Advisors 359k $57M 38% Mar 2024
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Raymond James & Associates 355k $56M 46% Mar 2024
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Badgley Phelps Wealth Managers 353k $56M 1% Mar 2024
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Picton Mahoney Asset Management 325k $52M 103% Mar 2024
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Sei Investments 318k $50M 2% Mar 2024
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Amg National Trust Bank 312k $50M -2% Mar 2024
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HighTower Advisors 299k $47M -7% Mar 2024
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Whittier Trust 298k $47M 0% Mar 2024
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Citadel Advisors 282k $45M 1% Mar 2024
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Wealth Enhancement Advisory Services 273k $43M 7% Mar 2024
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Brown Advisory Holdings Incorporated 266k $42M -15% Mar 2024
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Rockefeller Capital Management 253k $40M -21% Mar 2024
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Waldron 247k $39M -13% Mar 2024
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MAI Wealth Advisors 243k $39M 0% Mar 2024
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Pathstone Holdings 242k $38M -1% Mar 2024
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Comprehensive Financial Management 231k $37M 0% Mar 2024
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Stephens Group Asset Management 225k $36M 1% Mar 2024
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Cetera Investment Advisers 224k $36M 199% Mar 2024
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Rsm Us Wealth Management 222k $35M 1% Mar 2024
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Pacific Life Fund Advisors 218k $35M -6% Mar 2024
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Ameriprise Financial 217k $35M -13% Mar 2024
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Citigroup 215k $34M 63% Mar 2024
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Colony 214k $34M 244% Mar 2024
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Branch Banking & Trust Company 212k $34M -5% Mar 2024
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Twin Tree Management 197k $31M -18% Mar 2024
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BlackRock 195k $31M 10% Mar 2024
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Bank Of Montreal 183k $29M -2% Mar 2024
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Mariner Wealth Advisors 172k $27M -14% Mar 2024
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Whittier Trust Co. of Nevada 165k $26M 2% Mar 2024
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Quadrature Capital 164k $26M 100% Mar 2024
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CastleArk Management 164k $26M 0% Mar 2024
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Modera Wealth Management 163k $26M -1% Mar 2024
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GW & Wade 152k $24M 0% Dec 2023
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Courier Capital Corp 146k $23M -1% Mar 2024
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Duff & Phelps Investment Management 144k $23M 0% Mar 2024
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Bp Wealth Management 143k $23M -10% Mar 2024
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Johnson Investment Counsel 143k $23M 4% Mar 2024
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CI Private Wealth 140k $22M 2% Mar 2024
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SRS Capital Advisors 138k $22M -2% Mar 2024
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Stephens 134k $21M -32% Mar 2024
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Susquehanna International 134k $21M -76% Mar 2024
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Prudential Financial 124k $20M -1% Mar 2024
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FMR 123k $20M 155% Mar 2024
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Brian McDonald 117k $19M 2% Mar 2024
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Shapiro Capital Management 117k $19M 4643% Mar 2024
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Fiduciary Trust Company 112k $18M -2% Mar 2024
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Jeffrey L. Gendell 112k $18M 37% Mar 2024
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Two Sigma Investments 111k $18M -20% Mar 2024
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Vestcor Investment Management Corp 111k $18M 0% Mar 2024
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Zhang Financial 110k $18M -2% Mar 2024
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Wellington Management Company 110k $18M 51% Mar 2024
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Covenant Partners 110k $17M -5% Mar 2024
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Savant Capital Management 109k $17M -1% Mar 2024
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Kayne Anderson Rudnick Investment Management 108k $17M -43% Mar 2024
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Advisor Group Holdings 106k $17M -17% Mar 2024
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Fifth Third Bancorp 105k $17M -11% Mar 2024
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Franklin Resources 103k $16M 48% Mar 2024
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Baird Financial 100k $16M -21% Mar 2024
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New South Capital Management 93k $15M 28% Mar 2024
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Ohio Pers 93k $15M 36% Mar 2024
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Captrust Financial Advisors 92k $15M -37% Mar 2024
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Synovus Financial Corp. 92k $15M -5% Mar 2024
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Warren Averett Asset Management 92k $15M 20% Mar 2024
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Aspiriant 91k $15M -3% Mar 2024
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HPM Partners 88k $14M 2% Mar 2024
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Honkamp Krueger Financial Services 87k $14M -85% Mar 2024
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Stifel Financial 85k $14M -17% Mar 2024
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Flaharty Asset Management 85k $14M -3% Mar 2024
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Thompson, Siegel, & Walmsley 83k $13M -8% Mar 2024
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Creative Planning 83k $13M 5% Mar 2024
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D. E. Shaw & Co 82k $13M 100% Mar 2024
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Churchill Management Corp. 80k $13M 100% Mar 2024
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Alliancebernstein 78k $12M 2% Mar 2024
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Aristotle Capital Boston 78k $12M -31% Mar 2024
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Powell Investment Advisors 77k $12M -1% Mar 2024
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Mma Asset Management 77k $12M 0% Dec 2023
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Moneta Group Investment Advisors 76k $12M -2% Dec 2023
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Congress Wealth Management LLC / DE / 76k $12M 0% Mar 2024
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Barclays 75k $12M 85% Mar 2024
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Bnp Paribas Arbitrage, Snc 75k $12M 16% Mar 2024
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Sonata Capital 74k $12M -9% Mar 2024
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Financial Advocates Investment Management 72k $2.6M 3217% Mar 2024
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Northwestern Mutual Wealth Management Company 71k $11M 0% Mar 2024
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Hillcrest Wealth Advisors - NY 71k $11M -9% Mar 2024
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Kestra Private Wealth Services 70k $11M 6% Mar 2024
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Qube Research & Technologies 68k $11M 4% Mar 2024
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Keybank National Association 65k $10M 0% Mar 2024
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LBJ Family Wealth Advisors 64k $10M 0% Mar 2024
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Principal Financial Group 64k $10M -57% Mar 2024
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Harbor Investment Advisory 64k $10M -3% Mar 2024
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Performa 63k $10M -17% Mar 2024
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Azarias Capital Management 63k $10M 12% Mar 2024
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William Blair $ Company 63k $10M 10% Mar 2024
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FTB Advisors 63k $9.9M -13% Mar 2024
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Glenmede Trust Company 61k $9.7M -7% Mar 2024
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State Street Corporation 61k $9.7M 17% Mar 2024
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RTD Financial Advisors 61k $9.7M -2% Mar 2024
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Carolinas Wealth Consulting 61k $9.7M -2% Mar 2024
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Strategic Wealth Partners 60k $9.5M -1% Mar 2024
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Crestone Asset Management 60k $9.5M 3% Mar 2024
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Assetmark 57k $9.1M 3539% Mar 2024
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FSA Wealth Management 56k $8.9M 3% Mar 2024
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Atlantic Trust 56k $8.8M 22% Mar 2024
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One Capital Management 56k $8.8M -3% Mar 2024
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Royce & Associates 56k $8.8M -4% Mar 2024
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Hanson McClain Advisors 53k $8.5M 0% Mar 2024
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Pure Financial Advisors 53k $8.5M 1% Mar 2024
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Cm Wealth Advisors 53k $8.2M 10% Mar 2024
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TD Waterhouse Canada 53k $10M 10% Mar 2024
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Brooklyn FI 52k $8.2M 2% Mar 2024
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Peapack Gladstone Financial Corp 50k $8.0M -12% Mar 2024
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Hsbc Holdings 50k $8.0M 1% Mar 2024
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Vaughan Nelson Investment Management 50k $7.9M -21% Mar 2024
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Sontag Advisory 50k $7.9M 6% Mar 2024
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Gts Securities 48k $7.6M 0% Mar 2024
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EP Wealth Advisors 47k $7.5M -4% Mar 2024
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Kestra Advisory Services 47k $7.4M 2% Mar 2024
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Marion Wealth Management 46k $7.4M 0% Mar 2024
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Cresset Asset Management 46k $7.3M 49% Mar 2024
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Buckingham Asset Management 46k $7.3M 5% Mar 2024
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CB^T Wealth Management 45k $7.1M 0% Mar 2024
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Ariel Investments 41k $6.5M -9% Mar 2024
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H D Vest Advisory Services 36k $5.7M -22% Mar 2024
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Earnest Partners 30k $4.8M -59% Mar 2024
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Leeward Investments, LLC - MA 23k $3.6M -59% Mar 2024
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Silvercrest Asset Management Group 22k $3.5M -75% Mar 2024
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Carnegie Capital Asset Management 14k $2.2M -70% Mar 2024
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ZB 12k $1.8M -91% Mar 2024
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Millennium Management 7.9k $1.3M -96% Mar 2024
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Neuberger Berman Group 7.0k $1.1M -94% Mar 2024
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Cutler 2.6k $413k -95% Mar 2024
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Who sold out of iShares Russell 2000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Florida State Board of Administration Dec 2023 1.4M $214M
Advisors Preferred Dec 2023 229k $36M
WoodTrust Financial Corp Dec 2023 141k $22M
Financial Network Investment Corporation Sep 2023 93k $13M
Kettle Hill Capital Management Dec 2023 70k $11M
Parallax Volatility Advisers Dec 2023 54k $8.4M