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Disclosery

IWX ISHARES TR

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RUS TP200 VL ETF (fund)

258 managers (265 13F filers) reported a position in IWX shares at 2026-06-30, 36,430,347 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
258
13F filers
265
New
35
Added
74
Reduced
87
Sold out
21
Shares held by filers
36,430,347

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TIAAgroup of 3 filers holding10,253,974$1.08B-395,729Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,723,147$707M-2,246,239Timeline
FIRST CITIZENS BANK & TRUST CO4,514,061$475M7.1%-1,413,97313F-HRTimeline
AE Wealth Management LLC1,176,003$124M0.58%+72,89513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC911,734$95.9M0.34%-54,84713F-HRTimelineGroup
Proficio Capital Partners LLC692,856$72.9M2.62%new13F-HRTimeline
Clark Capital Management Group, Inc.565,031$59.4M0.32%-108,46913F-HRTimeline
First Citizens Asset Management, Inc.550,641$57.9M18.51%+36,91313F-HRTimeline
Richard P Slaughter Associates Inc513,314$54M10.71%+24,76913F-HRTimeline
Wilmington Savings Fund Society, FSB492,332$51.8M1.16%-12,31613F-HRTimeline
LPL Financial LLC483,315$50.8M0.01%-95,79313F-HRTimeline
SVB WEALTH LLC477,994$50.3M3.17%+18,04613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC414,030$44.4M0.01%+30,17813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding381,294$40.1M+21,981Timeline
Kingdom Financial Group LLC.324,849$34.2M8.73%+33,29413F-HRTimeline
Sterling Capital Management LLC316,217$33.3M0.56%+79,68713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO287,855$30.3M<0.01%+1,16613F-HRTimelineGroup
RTD Financial Advisors, Inc.279,877$29.4M3.21%+9,88913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/266,777$28.1M<0.01%+24,68613F-HRTimelineGroup
LifeWealth Investments, LLC249,969$26.3M7.03%+21,41413F-HRTimeline
Compton Wealth Advisory Group, LLC239,223$25.3M5.12%-6,07913F-HRTimeline
JSF Financial, LLC239,472$25.2M4.06%-40,33113F-HRTimeline
Bryn Mawr Trust Advisors, LLC236,778$24.9M1.09%-5,68013F-HRTimeline
Orion Porfolio Solutions, LLC217,189$22.8M0.17%-65,27913F-HRTimeline
Waverly Advisors, LLC216,815$22.8M0.13%+6,77513F-HRTimeline
Cetera Investment Advisers207,128$21.8M0.02%-32,18613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC201,456$21.2M7.95%+10,77213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY200,112$21M<0.01%+4,77113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding184,930$19.4M+2,356Timeline
Private Advisor Group, LLC179,280$18.9M0.09%-3,23613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,522$18.6M0.01%-22,76413F-HRTimelineGroup
NewEdge Advisors, LLC174,263$18.3M0.05%-9,97913F-HRTimeline
Sanctuary Advisors, LLC164,385$17.3M0.08%+51213F-HRTimeline
Arkadios Wealth Advisors148,157$15.6M0.24%+1,88613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP142,144$14.9M0.02%-4,80013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN135,545$14.3M<0.01%+20813F-HRTimelineGroup
Horst & Graben Wealth Management LLC133,886$14.2M1.87%+2,70613F-HRTimeline
Montgomery Financial Services LLC132,081$13.9M12.07%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC131,189$13.8M0.17%-52,00413F-HRTimelineGroup
Key Capital Management, INC128,769$13.5M6.97%+36,52013F-HRTimeline
One Capital Management, LLC133,890$12.4M0.35%013F-HRTimeline
Simplicity Wealth,LLC116,634$12.3M0.41%+8,30013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA105,799$11.1M<0.01%-13,68313F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding91,123$9.58M+58,293Timeline
Cambridge Investment Research Advisors,…88,860$9.35M0.02%+2,45613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,977$8.94M0.01%-15,75313F-HRTimelineGroup
Wall Capital Group, Inc.78,088$8.21M6.72%new13F-HRTimeline
Veridan Wealth LLC64,262$6.76M2.36%-3,03513F-HRTimeline
Legacy Advisory Services, LLC63,553$6.68M4.7%+66213F-HRTimeline
GLOBALT Investments LLC / GA62,611$6.58M0.22%-1,01313F-HRTimeline
Mariner, LLCin group Mariner, LLC62,095$6.53M0.01%+20,36213F-HRTimelineGroup
GTS FINANCIAL, LLC75,271$6.34M4.62%+5,76513F-HRTimeline
Integrated Wealth Concepts LLC55,950$5.88M0.03%+3,40013F-HRTimeline
Csenge Advisory Group52,901$5.56M0.23%-22513F-HRTimeline
MATTERS CAPITAL LLC52,223$5.49M3.84%+2013F-HRTimeline
HighTower Advisors, LLC51,675$5.43M0.01%-2,75113F-HRTimeline
FIRST AMERICAN TRUST, FSB51,115$5.38M0.32%-7,42913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50,412$5.3M0.37%+7613F-HRTimeline
MML INVESTORS SERVICES, LLC49,065$5.16M0.01%-58,66313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,575$5.11M0.01%-4,43713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding46,465$4.89M+3,187Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,866$4.72M0.04%new13F-HRTimelineGroup
Compound Planning, Inc.43,758$4.6M0.12%-3,26013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,658$4.38M0.05%-7413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP39,500$4.15M<0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC36,147$3.8M<0.01%+2,21813F-HRTimelineGroup
GRANVILLE CAPITAL, INC.30,778$3.24M1.45%013F-HRTimeline
SOA Wealth Advisors, LLC.30,132$3.17M0.53%-1,97713F-HRTimeline
FWG Investments, LLC.29,840$3.14M1.66%+41113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,004$3.05M<0.01%+3,05613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,983$2.94M0.02%new13F-HRTimelineGroup
World Investment Advisors27,684$2.82M0.05%-9,45713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,840$2.61M<0.01%+2,74413F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.24,632$2.59M2.01%+2,56013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC22,509$2.37M<0.01%+14,90313F-HRTimelineGroup
Global Wealth Management Investment Adv…22,030$2.32M0.33%+32413F-HRTimeline
Waldron Private Wealth LLC21,097$2.22M0.08%013F-HRTimeline
Farther Finance Advisors, LLC20,033$2.11M0.02%+12,11313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,820$2.08M<0.01%+14813F-HRTimelineGroup
Centerpoint Advisory Group19,815$2.08M1.32%+1,08413F-HRTimeline
Signal Advisors Wealth, LLC18,227$1.92M0.1%-88913F-HRTimeline
Strategic Blueprint, LLC18,038$1.9M0.09%+11613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA17,838$1.88M0.05%013F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC17,784$1.87M0.5%-1,27013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,444$1.83M<0.01%-96813F-HRTimelineGroup
FMR LLCin group FMR LLC16,794$1.77M<0.01%+1,17313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,535$1.74M<0.01%-139,04413F-HRTimelineGroup
CFS Investment Advisory Services, LLC15,748$1.69M0.11%-1,09713F-HRTimeline
Ausdal Financial Partners, Inc.15,831$1.66M0.07%-1,33913F-HRTimeline
HRT FINANCIAL LP15,497$1.63M<0.01%new13F-HRTimeline
Venture Visionary Partners LLC15,159$1.59M0.04%+11213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …14,952$1.57M0.01%+4,01913F-HRTimelineGroup
Alpha Zero LLC13,925$1.51M0.57%013F-HRTimeline
FLP Wealth Management, LLC14,238$1.5M2.66%+2,46713F-HRTimeline
Arcadia Wealth Management, LLC13,956$1.47M0.46%-2813F-HRTimeline
Lloyd Advisory Services, LLC.13,901$1.46M0.57%-277,65413F-HRTimeline
Ashton Thomas Private Wealth, LLC13,778$1.45M0.03%-3,77113F-HRTimeline
Claro Advisors Inc.13,552$1.43M0.15%+1,19913F-HRTimeline
Cresset Asset Management, LLC13,321$1.4M0.01%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC12,728$1.34M0.08%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,667$1.33M<0.01%-57913F-HRTimelineGroup
Decker Retirement Planning Inc.12,463$1.31M0.45%-17313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,344$1.3M<0.01%013F-HRTimelineGroup
Centennial Advisors, LLC11,883$1.25M1.49%+14813F-HRTimeline
Foundations Investment Advisors, LLC11,736$1.23M0.01%-53213F-HRTimeline
Quantum Portfolio Management LLC10,690$1.12M0.4%+2,33513F-HRTimeline
McKinley Carter Wealth Services, Inc.10,330$1.09M0.06%-26013F-HRTimeline
Prospera Financial Services Inc10,264$1.08M0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,256$1.08M<0.01%-3,50513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,783$1.03M<0.01%+2,23613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,757$1.03M<0.01%new13F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC9,576$1.01M0.09%+17813F-HRTimeline
Tailwinds Wealth, LLC9,547$1M0.59%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP9,227$970K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC9,200$967K0.06%-2,69113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,045$951K<0.01%-22,67213F-HRTimelineGroup
SMART Wealth LLC8,932$939K0.2%-2713F-HRTimeline
SCS Capital Management LLC8,851$931K0.01%013F-HRTimeline
Index Technologies Group LLC8,780$923K0.74%+1,91213F-HRTimeline
Smartleaf Asset Management LLC8,511$896K0.03%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,506$895K0.09%+31313F-HRTimeline
Mason & Associates Inc8,420$885K0.14%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC7,812$876K0.11%13F-HRTimeline
Quantinno Capital Management LP7,176$755K<0.01%-14713F-HRTimeline
MAI Capital Management7,149$752K<0.01%+3,08313F-HRTimeline
OneDigital Investment Advisors LLC7,040$740K0.01%-11413F-HRTimeline
Operose Advisors LLC6,639$698K0.13%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,519$686K0.07%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,374$670K0.16%new13F-HRTimeline
FSA Advisors, Inc.6,369$670K0.31%+91413F-HR/ATimeline
Geneos Wealth Management Inc.6,365$669K0.01%-2,23213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,095$641K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,979$629K0.01%new13F-HRTimeline
GenWealth Group, Inc.5,836$614K0.1%013F-HRTimeline
Rothschild Wealth LLC5,775$607K0.05%+60913F-HRTimeline
Astoria Portfolio Advisors LLC.5,715$601K0.1%new13F-HRTimeline
Networth Advisors, LLC5,648$594K0.35%-20113F-HRTimeline
Confluence Wealth Services, Inc.5,496$578K0.02%013F-HRTimeline
Arvest Bank Trust Division5,372$565K0.03%013F-HRTimeline
Align Financial, LLC5,114$538K0.27%+12313F-HRTimeline
TOWER BRIDGE ADVISORS4,900$515K0.05%013F-HRTimeline
MBL Wealth, LLC4,800$505K0.03%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,775$502K<0.01%-7513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,754$500K<0.01%013F-HRTimelineGroup
KFA Private Wealth Group, LLC4,560$480K0.12%-57713F-HRTimeline
SIMA Wealth Partners, LLC4,537$477K0.34%013F-HRTimeline
OpenArc Corporate Advisory, LLC4,492$472K0.01%+98813F-HRTimeline
Triad Wealth Partners, LLC4,223$470K0.03%-9,74913F-HRTimeline
Vantage Point Financial LLC4,407$463K0.14%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,399$463K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,330$455K<0.01%013F-HRTimelineGroup
GRANITE ISLANDS PRIVATE WEALTH, LLC4,320$453K0.34%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,230$445K<0.01%-2,84813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,214$443K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC4,169$438K0.07%+213F-HRTimeline
Kelly Financial Services LLC4,063$427K0.09%-3,03313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,003$421K<0.01%013F-HRTimelineGroup
Maloon Powers Pitre Higgins & Dennehy, …3,977$418K0.14%13F-HRTimeline
Laurel Wealth Advisors LLC3,900$410K0.04%013F-HRTimeline
GTS SECURITIES LLC3,882$408K0.01%-17,17513F-HRTimeline
BLAIR WILLIAM & CO/IL3,808$400K<0.01%013F-HRTimeline
Advyzon Investment Management, LLC3,774$397K0.03%-1,27013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,768$396K<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC3,768$396K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.3,741$393K0.15%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,676$387K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC3,621$381K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC3,606$379K0.09%013F-HRTimeline
Creative Planningin group Creative Planning3,547$373K<0.01%+1,06213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,513$369K<0.01%+72813F-HRTimelineGroup
Meridian Wealth Management, LLC3,493$367K0.01%-2413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,467$365K0.07%-7313F-HRTimeline
Cyndeo Wealth Partners, LLC3,411$359K0.02%013F-HRTimeline
K.J. Harrison & Partners Inc3,410$359K0.05%new13F-HRTimeline
Composition Wealth, LLC3,337$351K<0.01%-6513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,305$348K0.15%new13F-HRTimeline
Legacy Edge Advisors, LLC3,293$346K0.03%-12913F-HR/ATimeline
IEQ CAPITAL, LLC3,277$345K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC3,205$337K<0.01%new13F-HRTimeline
DAGCO, INC.3,192$336K0.06%new13F-HRTimeline
Prosperity Consulting Group, LLC3,105$327K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,086$325K<0.01%013F-HRTimeline
DIVERSIFIED TRUST CO3,072$323K0.01%013F-HRTimeline
1832 Asset Management L.P.3,045$320K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,017$317K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…3,001$316K<0.01%+38313F-HRTimeline
LifePlan Investment Advisors, Inc.2,922$307K0.11%+19913F-HRTimeline
Heck Capital Advisors, LLC2,903$305K0.02%-12,22213F-HRTimeline
Sigma Planning Corp2,891$304K0.01%-21713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,886$304K0.01%-50913F-HRTimelineGroup
Global Retirement Partners, LLC2,886$303K<0.01%13F-HRTimeline
Argent Trust Co2,822$297K0.01%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,658$280K0.1%-4913F-HRTimeline
Tenzing Financial LLC2,589$279K0.19%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,641$278K<0.01%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.2,635$277K<0.01%-10913F-HRTimeline
One Wealth Advisors, LLC2,556$269K0.03%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC2,540$267K0.01%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,491$262K<0.01%+7313F-HRTimelineGroup
Parallel Advisors, LLC2,463$259K<0.01%-56813F-HRTimeline