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Disclosery

IWX ISHARES TR

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RUS TP200 VL ETF (fund)

238 managers (242 13F filers) reported a position in IWX shares at 2025-12-31, 42,082,885 shares in all. 34 filers opened a position and 12 filers sold out during the quarter.

Managers
238
13F filers
242
New
34
Added
88
Reduced
53
Sold out
12
Shares held by filers
42,082,885

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Key Financial Inc1,395$128K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,320$121K<0.01%-5513F-HRTimelineGroup
Signature Equity Partners, LLC1,259$116K0.06%13F-HRTimeline
EFG International AGin group EFG International AG1,110$102K<0.01%13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,077$98.9K0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,007$95.8K<0.01%-32313F-HRTimeline
CoreCap Advisors, LLC1,032$94.8K<0.01%+49413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,026$94.2K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,013$93.1K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,000$91.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.829$76.2K<0.01%+41813F-HRTimeline
BOK Financial Private Wealth, Inc.745$68.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust632$58.1K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.530$48.7K0.02%new13F-HRTimeline
Anchor Investment Management, LLC500$45.9K<0.01%+10013F-HRTimeline
Qube Research & Technologies Ltd492$45.2K<0.01%-88113F-HRTimeline
FIRST HORIZON CORP421$38.7K<0.01%-1313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC294$27K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC270$24.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC258$24.6K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC267$24.5K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.203$18.6K0.01%013F-HRTimeline
Allworth Financial LP186$17.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.127$11.7K<0.01%new13F-HRTimeline
Clearstead Trust, LLC103$9.46K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC103$9.46K<0.01%013F-HRTimeline
New Millennium Group LLC95$8.73K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC87$7.99K<0.01%+5113F-HRTimelineGroup
Strategic Advocates LLC70$6.47K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd68$6.25K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/48$4.41K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.47$4.32K<0.01%-9013F-HRTimeline
IFC & Insurance Marketing, Inc.48$4K<0.01%13F-HRTimeline
Rossby Financial, LCC43$3.95K<0.01%new13F-HRTimeline
NFSG Corp39$3.58K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC28$2.57K<0.01%013F-HRTimeline
Root Financial Partners, LLC26$2.39K<0.01%-3013F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.0$0-441,74713F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.