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Disclosery

IWX ISHARES TR

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RUS TP200 VL ETF (fund)

185 managers (186 13F filers) reported a position in IWX shares at 2024-12-31, 31,821,139 shares in all. 18 filers opened a position and 37 filers sold out during the quarter.

Managers
185
13F filers
186
New
18
Added
52
Reduced
59
Sold out
37
Shares held by filers
31,821,139

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA10,328,298$816M2.48%-274,23813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,213,287$491M-6,661,125Timeline
FIRST CITIZENS BANK & TRUST CO5,770,716$456M8.37%-543,46913F-HRTimeline
AE Wealth Management LLC1,068,745$84.5M0.72%+28,13213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC956,054$75.6M0.47%new13F-HRTimelineGroup
SVB WEALTH LLC717,934$56.7M1.06%+480,18113F-HRTimeline
First Citizens Asset Management, Inc.485,582$38.4M14.04%-40,60513F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC397,620$31.4M0.01%+18,26013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB392,187$31M0.56%+21,28313F-HRTimeline
UBS Group AGin group UBS Group AG309,180$24.4M0.01%+8,26213F-HRTimelineGroup
Compton Wealth Advisory Group, LLC247,238$19.5M5.04%+7,31813F-HRTimeline
Sterling Capital Management LLC247,004$19.5M0.27%+4,47813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY242,024$19.1M<0.01%+67,13713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC227,714$18M0.03%+6,46913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225,506$17.8M<0.01%+32,92413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/222,441$17.6M<0.01%+27,82013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP217,969$17.2M0.03%-2,74713F-HRTimelineGroup
Waverly Advisors, LLC201,682$15.9M0.25%new13F-HRTimeline
NewEdge Advisors, LLC177,969$14.1M0.08%-2,62313F-HRTimeline
Bryn Mawr Trust Advisors, LLC167,688$13.3M0.71%+15,38213F-HR/ATimeline
Kingdom Financial Group LLC.162,891$12.9M8.8%-4,92513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC158,914$12.6M4.66%+7,26213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding148,992$11.8M-4,927Timeline
Sanctuary Advisors, LLC130,841$11M0.07%+27,20313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN134,356$10.6M<0.01%-36,42913F-HRTimelineGroup
Horst & Graben Wealth Management LLC127,913$10.1M1.8%+2,28713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,444$8.49M<0.01%+2,71013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,055$8.07M<0.01%13F-HR/ATimelineGroup
Richard P Slaughter Associates Inc91,892$7.26M1.63%new13F-HRTimeline
LPL Financial LLC80,890$6.39M<0.01%-360,61313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC75,746$5.99M1.67%+67,98213F-HRTimeline
LifeWealth Investments, LLC74,250$5.87M3.89%13F-HRTimeline
GLOBALT Investments LLC / GA68,156$5.39M0.21%-1,63313F-HRTimeline
Cetera Investment Advisers67,686$5.35M0.01%-372,59613F-HRTimeline
Legacy Advisory Services, LLC67,539$5.34M4.55%-3013F-HRTimeline
Cambridge Investment Research Advisors,…66,046$5.22M0.02%+4,67313F-HRTimeline
MML INVESTORS SERVICES, LLC61,868$4.89M0.02%-130,68813F-HRTimeline
Veridan Wealth LLC56,356$4.68M2.19%13F-HRTimeline
Csenge Advisory Group55,434$4.38M0.24%-6,31313F-HRTimeline
Concorde Asset Management, LLC52,103$4.12M2.15%+48,29613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50,179$3.97M0.37%-45013F-HRTimeline
Integrated Wealth Concepts LLC40,442$3.2M0.04%-1,52713F-HRTimeline
SOA Wealth Advisors, LLC.39,049$3.09M0.57%-2,45113F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,164$2.94M0.04%+51113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC33,650$2.66M<0.01%+2,53313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,660$2.58M<0.01%+18,91913F-HRTimelineGroup
FWG Investments, LLC.30,942$2.45M1.9%+23313F-HRTimeline
Global Wealth Management Investment Adv…26,270$2.08M0.43%-33713F-HRTimeline
Prime Buchholz LLC22,780$1.8M0.59%13F-HRTimeline
Foundations Investment Advisors, LLC20,851$1.65M0.03%-2,52013F-HRTimeline
COUNTRY CLUB BANK20,793$1.64M0.11%-26513F-HRTimeline
CFS Investment Advisory Services, LLC20,520$1.62M0.15%+4,12313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,514$1.62M<0.01%-1,22413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,753$1.56M<0.01%-1,93113F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.19,146$1.51M1.51%13F-HRTimeline
OPTIMA CAPITAL LLC18,243$1.44M0.99%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC16,761$1.39M0.14%+5,48313F-HRTimeline
Waldron Private Wealth LLC17,308$1.37M0.06%013F-HRTimeline
Arcadia Wealth Management, LLC16,551$1.31M0.66%-81013F-HRTimeline
HighTower Advisors, LLC16,378$1.29M<0.01%-56,63513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,294$1.21M<0.01%013F-HRTimelineGroup
Venture Visionary Partners LLC14,886$1.18M0.05%+4913F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,182$1.12M<0.01%-60313F-HRTimelineGroup
Strategic Blueprint, LLC13,998$1.11M0.07%+39013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,946$1.1M<0.01%-3,34813F-HRTimelineGroup
Alpha Zero LLC13,925$1.1M0.84%13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC13,840$1.09M<0.01%-12,36813F-HR/ATimelineGroup
Signal Advisors Wealth, LLC13,353$1.06M0.12%+1,48813F-HRTimeline
McKinley Carter Wealth Services, Inc.13,188$1.04M0.06%-50913F-HRTimeline
Savvy Advisors, Inc.13,076$1.03M0.12%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,753$1.01M<0.01%+2,50313F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,497$988K0.09%-4513F-HRTimeline
Simplicity Wealth,LLC11,934$943K0.2%-85,71513F-HRTimeline
JSF Financial, LLC11,653$921K0.25%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,183$890K<0.01%+1,88213F-HRTimelineGroup
FMR LLCin group FMR LLC10,002$790K<0.01%-57313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,921$784K<0.01%+1,85613F-HRTimelineGroup
Lord & Richards Wealth Management, LLC9,862$779K1.64%13F-HRTimeline
Smartleaf Asset Management LLC9,500$749K0.08%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,398$743K0.09%013F-HRTimeline
SYNOVUS FINANCIAL CORP8,924$706K0.01%-87413F-HRTimeline
Lloyd Advisory Services, LLC.8,895$703K0.33%+10413F-HRTimeline
Mason & Associates Inc8,541$675K0.16%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,427$666K0.18%13F-HRTimeline
MBL Wealth, LLC8,400$664K0.07%013F-HRTimeline
Prospera Financial Services Inc8,032$635K0.01%+1,30013F-HRTimeline
Peninsula Wealth, LLC7,951$628K0.11%new13F-HRTimeline
Transce3nd, LLC7,901$624K0.21%13F-HRTimeline
Decker Retirement Planning Inc.7,763$614K0.36%13F-HRTimeline
Linden Thomas Advisory Services, LLC7,518$594K0.08%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,973$551K0.01%+3,64513F-HRTimelineGroup
REAP Financial Group, LLC6,733$532K0.13%-84913F-HRTimeline
SMART Wealth LLC6,491$513K0.18%+2,06513F-HRTimeline
Clarus Wealth Advisors6,360$504K0.25%-17213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,349$502K<0.01%+75013F-HRTimeline
Pine Valley Investments Ltd Liability Co6,193$489K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,883$465K0.01%+1,40613F-HRTimelineGroup
GenWealth Group, Inc.5,836$461K0.1%013F-HRTimeline
Arkadios Wealth Advisors5,814$459K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC5,588$442K0.01%-26713F-HRTimeline
FLP Wealth Management, LLC5,577$441K1.13%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,441$430K<0.01%013F-HRTimelineGroup
1832 Asset Management L.P.5,431$429K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,420$428K<0.01%-154,62213F-HR/ATimelineGroup
One Wealth Advisors, LLC5,382$425K0.06%-1213F-HRTimeline
J.W. COLE ADVISORS, INC.5,186$410K0.02%+3413F-HRTimeline
MAI Capital Management5,115$404K<0.01%+7513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,066$400K<0.01%013F-HRTimelineGroup
Vantage Point Financial LLC4,689$371K0.2%13F-HRTimeline
Laurel Wealth Advisors LLC4,600$364K0.06%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,564$361K<0.01%013F-HRTimelineGroup
WBH ADVISORY INC4,548$359K0.03%-1913F-HRTimeline
SIMA Wealth Partners, LLC4,537$359K0.3%013F-HRTimeline
Leo Wealth, LLC4,499$356K0.03%+51213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,328$342K0.13%-613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,214$333K<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC4,204$332K0.13%-54913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,963$313K<0.01%-2,61513F-HRTimeline
Meridian Wealth Management, LLC3,963$313K0.01%+1113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,827$302K<0.01%+3,01613F-HRTimelineGroup
FSA Advisors, Inc.3,816$302K0.37%-8513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,782$299K0.18%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,768$298K<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC3,768$298K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.3,741$296K0.16%013F-HRTimeline
BALLAST ADVISORS LLC3,606$285K0.09%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,561$281K<0.01%+25613F-HRTimeline
Beaumont Financial Advisors, LLC3,542$280K0.02%-1,90013F-HRTimeline
CWM, LLCin group CWM, LLC3,477$275K<0.01%+1,52513F-HRTimelineGroup
Affinity Capital Advisors, LLC3,314$264K0.05%+19213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,271$259K0.01%-2,30613F-HRTimelineGroup
Janney Montgomery Scott LLC3,268$258K<0.01%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,220$254K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,145$249K0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,143$248K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO3,141$248K0.01%new13F-HRTimeline
Continuum Advisory, LLC3,120$247K0.03%013F-HRTimeline
Alta Wealth Advisors LLC2,996$237K0.1%new13F-HRTimeline
LifePlan Investment Advisors, Inc.2,944$233K0.14%+7113F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,712$214K0.16%-69413F-HRTimeline
TOWNSQUARE CAPITAL LLC2,708$214K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,641$209K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,632$208K0.03%-43713F-HRTimelineGroup
Mason & Associates, LLC2,548$201K0.06%-1,11413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,225$176K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.2,102$166K<0.01%-1713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,898$150K0.01%013F-HRTimelineGroup
GeoWealth Management, LLC1,896$150K<0.01%+1,63913F-HRTimeline
Sound Income Strategies, LLC1,889$149K0.01%-12413F-HRTimeline
Key Financial Inc1,795$142K0.03%013F-HRTimeline
PRIVATE TRUST CO NA1,635$129K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,500$119K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,425$113K0.03%-43913F-HRTimeline
GPS Wealth Strategies Group, LLC1,177$93K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC989$78.2K<0.01%-3,30413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\936$74K<0.01%-7,21813F-HRTimelineGroup
Coppell Advisory Solutions LLC767$60.5K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.745$58.9K<0.01%-86613F-HRTimeline
Capital A Wealth Management, LLC730$57.7K0.1%13F-HRTimeline
Centricity Wealth Management, LLC680$53.7K0.05%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.506$42.1K0.03%new13F-HRTimeline
Spectrum Wealth Counsel, LLC406$32.1K<0.01%-44213F-HRTimeline
Anchor Investment Management, LLC400$31.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC366$28.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC361$28.5K<0.01%+11813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC350$28K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.294$23.3K<0.01%-32513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC294$23.2K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…277$22.8K<0.01%-15613F-HRTimeline
Cherry Tree Wealth Management, LLC267$21.1K0.01%013F-HRTimeline
New Millennium Group LLC244$19.3K0.01%+14413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC201$15.9K<0.01%-346,76113F-HRTimelineGroup
Allworth Financial LP186$15.3K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC159$12.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC103$8.14K<0.01%13F-HRTimeline
Parallel Advisors, LLC100$7.9K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd96$7.59K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC93$7.35K<0.01%new13F-HRTimeline
Blue Trust, Inc.91$7.19K<0.01%+513F-HR/ATimeline
Robinswood Financial LLC90$7.11K<0.01%013F-HRTimeline
COMERICA BANK87$6.88K<0.01%013F-HR/ATimeline
YANKCOM Partnership79$6.24K<0.01%13F-HRTimeline
Avior Wealth Management, LLC68$5.37K<0.01%+113F-HRTimeline
Global Retirement Partners, LLC48$3.79K<0.01%-3,42813F-HRTimeline
WEST PACES ADVISORS INC.39$3.08K<0.01%new13F-HRTimeline