Skip to content
Disclosery

IWX ISHARES TR

Follow

RUS TP200 VL ETF (fund)

249 managers (254 13F filers) reported a position in IWX shares at 2026-03-31, 40,062,563 shares in all. 29 filers opened a position and 16 filers sold out during the quarter.

Managers
249
13F filers
254
New
29
Added
78
Reduced
86
Sold out
16
Shares held by filers
40,062,563

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PACIFIC FINANCIAL GROUP INC2,257$209K0.11%-12713F-HRTimeline
Colonial River Investments, LLC2,220$206K0.07%new13F-HRTimeline
Parvin Asset Management, LLC2,197$204K0.15%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,195$203K0.09%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,126$197K<0.01%-95213F-HRTimelineGroup
EASTERN BANK1,993$185K<0.01%013F-HRTimeline
Rossby Financial, LCC1,690$157K0.03%+1,64713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,435$133K0.02%013F-HRTimelineGroup
Key Financial Inc1,395$129K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,385$128K<0.01%+35313F-HRTimeline
AlphaCore Capital LLC1,358$126K<0.01%+1,08813F-HRTimeline
AdvisorNet Financial, Inc1,175$109K0.01%-30013F-HRTimeline
Sound Income Strategies, LLC1,130$105K0.01%+12313F-HRTimeline
EFG International AGin group EFG International AG1,110$103K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,063$98.5K<0.01%+3713F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.1,027$95.2K<0.01%+19813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,013$93.9K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC1,006$93.2K0.05%-25313F-HRTimeline
Advisory Services Network, LLC862$79.9K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB775$71.8K<0.01%-22513F-HRTimeline
BOK Financial Private Wealth, Inc.745$69K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC660$61K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust632$58.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd599$55.5K<0.01%+10713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…587$54.7K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.515$47.7K0.03%-1513F-HRTimeline
Anchor Investment Management, LLC500$46.3K<0.01%013F-HRTimeline
FIRST HORIZON CORP421$39K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC294$27.2K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC267$24.7K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC221$20.5K<0.01%+13413F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.203$18.8K0.01%013F-HRTimeline
Allworth Financial LP186$17.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC171$15.8K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.143$13.3K<0.01%new13F-HRTimeline
New Republic Capital, LLC140$13K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.109$10.1K0.01%new13F-HRTimeline
Clearstead Trust, LLC103$9.55K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC103$9.54K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…90$8.34K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC65$6.47K<0.01%-19313F-HRTimeline
MBM WEALTH CONSULTANTS, LLC68$6.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV67$6.21K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management54$5K<0.01%new13F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/48$4.45K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.47$4.36K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC28$2.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC26$2.41K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.2$186<0.01%new13F-HRTimeline