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IWX ISHARES TR

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RUS TP200 VL ETF (fund)

218 managers (221 13F filers) reported a position in IWX shares at 2025-03-31, 40,547,463 shares in all. 55 filers opened a position and 17 filers sold out during the quarter.

Managers
218
13F filers
221
New
55
Added
73
Reduced
50
Sold out
17
Shares held by filers
40,547,463

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AlphaCore Capital LLC270$22.2K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC267$21.9K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC262$21.5K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.203$16.7K0.01%new13F-HRTimeline
New Millennium Group LLC196$16.1K0.01%-4813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC201$15.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP186$14.6K<0.01%013F-HRTimeline
Creekmur Asset Management LLC158$13K<0.01%-113F-HRTimeline
Golden State Wealth Management, LLC103$8.46K<0.01%013F-HR/ATimeline
Blue Trust, Inc.91$7.48K<0.01%013F-HRTimeline
Robinswood Financial LLC90$7.4K<0.01%013F-HRTimeline
COMERICA BANK87$7.15K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.83$6.82K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…73$6K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.45$3.7K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC28$2.3K<0.01%-6513F-HRTimeline
Cornerstone Planning Group LLC23$1.79K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-27713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.