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Disclosery

IWX ISHARES TR

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RUS TP200 VL ETF (fund)

263 managers (270 13F filers) reported a position in IWX shares at 2026-06-30, 36,447,049 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
263
13F filers
270
New
35
Added
75
Reduced
88
Sold out
21
Shares held by filers
36,447,049

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
Parallel Advisors, LLC2,463$259K<0.01%-56813F-HRTimeline
Atria Investments, Inc2,444$257K<0.01%-1,14013F-HRTimeline
Perennial Investment Advisors, LLC2,415$254K0.02%013F-HRTimeline
BLB&B Advisors, LLC2,387$251K0.01%013F-HRTimeline
Cordatus Wealth Management LLC2,352$247K0.05%013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,332$245K0.03%-23813F-HRTimeline
Vise Technologies, Inc.2,306$242K<0.01%new13F-HRTimeline
Blue Trust, Inc.2,286$240K<0.01%-8613F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,285$240K0.02%-81413F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC2,264$238K0.11%+713F-HRTimeline
RiverGlades Family Offices LLC2,257$237K0.11%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,247$236K0.09%+5213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,215$233K<0.01%new13F-HRTimelineGroup
Parvin Asset Management, LLC2,197$231K0.18%013F-HRTimeline
MGO ONE SEVEN LLC2,164$228K<0.01%-13913F-HRTimeline
Rossby Financial, LCC2,136$225K0.04%+44613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,102$221K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd2,059$217K<0.01%new13F-HRTimelineGroup
Financial Council, LLC2,005$211K0.07%new13F-HRTimeline
AlphaCore Capital LLC1,913$201K<0.01%+55513F-HRTimeline
EASTERN BANK1,908$201K<0.01%-8513F-HRTimeline
Qube Research & Technologies Ltd1,749$184K<0.01%+1,15013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,621$170K<0.01%-50513F-HRTimelineGroup
Aptus Capital Advisors, LLC1,578$166K<0.01%+1,55013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,435$151K0.02%013F-HRTimelineGroup
Key Financial Inc1,395$147K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,390$146K<0.01%+513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,351$142K<0.01%+28813F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,132$119K<0.01%+11913F-HRTimelineGroup
EFG International AGin group EFG International AG1,110$117K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,047$110K0.01%-12813F-HRTimeline
HARBOUR INVESTMENTS, INC.961$101K<0.01%-6613F-HRTimeline
Silver Grove Financial Group, Inc.872$91.7K0.05%new13F-HRTimeline
Signature Equity Partners, LLC783$82.3K0.04%-22313F-HRTimeline
MassMutual Private Wealth & Trust, FSB775$81.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC660$69K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.647$68K<0.01%-9813F-HRTimeline
Parkside Financial Bank & Trust632$66.5K<0.01%013F-HRTimeline
IFG Advisory, LLC600$63.1K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…587$62.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC539$56.7K<0.01%+31813F-HRTimelineGroup
Anchor Investment Management, LLC500$52.6K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.440$46.3K0.03%-7513F-HRTimeline
Planning Strategies Inc.433$45.5K0.03%13F-HRTimeline
FIRST HORIZON CORP421$44.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…340$35.8K<0.01%-8,73013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC294$30.9K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC267$28.1K0.01%013F-HRTimeline
IFP Advisors, Inc257$27K<0.01%new13F-HRTimeline
Arax Advisory Partners245$25.8K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.203$21.3K0.01%013F-HRTimeline
Cornerstone Planning Group LLC179$19.3K<0.01%+11413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC171$18K<0.01%013F-HRTimeline
New Republic Capital, LLC140$14.7K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.112$11.8K<0.01%new13F-HRTimeline
Clearstead Trust, LLC103$10.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC103$10.8K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…90$9.46K<0.01%013F-HRTimeline
Continuum Advisory, LLC69$7.26K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.65$6.83K<0.01%-7813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management54$5.68K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.47$4.94K<0.01%013F-HRTimeline
Millstone Evans Group, LLC33$3.47K<0.01%new13F-HRTimeline