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Disclosery

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
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA11,158,373$917M2.86%+830,07513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,356,535$851M+4,143,248Timeline
FIRST CITIZENS BANK & TRUST CO5,842,083$480M12.19%+71,36713F-HRTimeline
Clark Capital Management Group, Inc.1,250,520$103M0.74%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,036,229$85.2M0.5%+80,17513F-HRTimelineGroup
AE Wealth Management LLC1,011,637$83.1M0.7%-57,10813F-HRTimeline
LPL Financial LLC624,829$51.3M0.02%+543,93913F-HRTimeline
Orion Porfolio Solutions, LLC553,731$45.5M0.45%new13F-HRTimeline
Orion Portfolio Solutions, LLC553,731$45.5M0.45%new13F-HR/ATimeline
First Citizens Asset Management, Inc.487,012$40M15.57%+1,43013F-HR/ATimeline
Wilmington Savings Fund Society, FSB421,274$34.6M0.65%+29,08713F-HRTimeline
Richard P Slaughter Associates Inc417,093$34.3M8.01%+325,20113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC355,537$29.2M0.01%-42,08313F-HRTimelineGroup
Cetera Investment Advisers344,708$28.3M0.05%+277,02213F-HRTimeline
UBS Group AGin group UBS Group AG302,224$24.8M0.01%-6,95613F-HRTimelineGroup
JSF Financial, LLC254,298$20.9M5.51%+242,64513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO253,062$20.8M<0.01%+27,55613F-HRTimelineGroup
Compton Wealth Advisory Group, LLC246,480$20.3M5.62%-75813F-HRTimeline
Sterling Capital Management LLC238,190$19.6M0.3%-8,81413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC231,909$19.1M0.03%+4,19513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/225,343$18.5M<0.01%+2,90213F-HRTimelineGroup
Waverly Advisors, LLC204,237$16.8M0.2%+2,55513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY192,588$15.8M<0.01%-49,43613F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC190,435$15.6M0.94%+22,74713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP187,047$15.4M0.02%-30,92213F-HRTimelineGroup
NewEdge Advisors, LLC170,356$14M0.08%-7,61313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC168,560$13.9M4.62%+9,64613F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding159,700$13.1M+10,708Timeline
Kingdom Financial Group LLC.153,795$12.6M9.26%-9,09613F-HRTimeline
Sanctuary Advisors, LLC149,382$12.3M0.09%+18,54113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN140,555$11.6M<0.01%+6,19913F-HRTimelineGroup
LifeWealth Investments, LLC129,588$10.6M5.12%+55,33813F-HR/ATimeline
Horst & Graben Wealth Management LLC119,449$9.82M1.76%-8,46413F-HRTimeline
MML INVESTORS SERVICES, LLC117,598$9.66M0.03%+55,73013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,853$8.62M<0.01%-2,59113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,423$8.42M<0.01%+36813F-HRTimelineGroup
Simplicity Wealth,LLC98,954$8.13M0.63%+87,02013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC70,559$5.8M1.68%-5,18713F-HRTimeline
Cambridge Investment Research Advisors,…70,370$5.78M0.02%+4,32413F-HRTimeline
SigFig Wealth Management, LLC70,194$5.71M0.21%new13F-HRTimeline
Legacy Advisory Services, LLC68,771$5.65M4.77%+1,23213F-HRTimeline
GLOBALT Investments LLC / GA67,652$5.56M0.23%-50413F-HRTimeline
Veridan Wealth LLC67,148$5.52M2.49%+10,79213F-HRTimeline
HighTower Advisors, LLC57,142$4.7M0.01%+40,76413F-HRTimeline
Centennial Wealth Advisory LLC54,691$4.49M1.63%new13F-HRTimeline
Atria Wealth Solutions, Inc.52,537$4.32M0.05%new13F-HRTimeline
Csenge Advisory Group55,894$4.31M0.24%+46013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50,180$4.12M0.4%+113F-HRTimeline
Integrated Wealth Concepts LLC41,956$3.45M0.04%+1,51413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,454$3.41M0.04%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.40,306$3.31M0.1%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC38,608$3.17M<0.01%+24,76813F-HR/ATimelineGroup
SOA Wealth Advisors, LLC.37,783$3.11M0.65%-1,26613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,371$2.99M0.05%-79313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC33,946$2.79M<0.01%+29613F-HRTimelineGroup
FWG Investments, LLC.28,988$2.38M2.79%-1,95413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,560$2.35M<0.01%+8,04613F-HRTimelineGroup
Geneos Wealth Management Inc.27,681$2.27M0.03%new13F-HRTimeline
Global Wealth Management Investment Adv…25,167$2.07M0.41%-1,10313F-HRTimeline
CFS Investment Advisory Services, LLC23,740$1.95M0.17%+3,22013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,715$1.95M<0.01%+9,76913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding23,402$1.92M+13,481Timeline
Prime Buchholz LLC22,780$1.87M0.65%013F-HRTimeline
GTS SECURITIES LLC21,554$1.77M0.08%new13F-HRTimeline
COUNTRY CLUB BANK20,838$1.7M0.11%+4513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,026$1.65M<0.01%+27313F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.18,748$1.54M1.65%-39813F-HRTimeline
Waldron Private Wealth LLC17,308$1.42M0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,587$1.36M<0.01%new13F-HR/ATimelineGroup
Arcadia Wealth Management, LLC16,512$1.36M0.67%-3913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC16,888$1.33M0.14%+12713F-HRTimeline
Private Advisor Group, LLC15,753$1.29M0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,578$1.28M<0.01%+10,15813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,294$1.26M<0.01%013F-HR/ATimelineGroup
Strategic Blueprint, LLC14,989$1.23M0.07%+99113F-HRTimeline
Venture Visionary Partners LLC14,913$1.23M0.05%+2713F-HRTimeline
Foundations Investment Advisors, LLC14,535$1.19M0.02%-6,31613F-HRTimeline
Kelly Financial Services LLC14,295$1.17M0.41%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,061$1.16M<0.01%-12113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,748$1.15M<0.01%+4,56513F-HRTimelineGroup
Signal Advisors Wealth, LLC13,980$1.15M0.11%+62713F-HRTimeline
Alpha Zero LLC13,925$1.14M0.87%013F-HRTimeline
Ausdal Financial Partners, Inc.11,743$965K0.07%-75413F-HRTimeline
Cresset Asset Management, LLC11,690$961K<0.01%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.11,640$957K0.06%-1,54813F-HRTimeline
SYNOVUS FINANCIAL CORP10,666$876K0.01%+1,74213F-HRTimeline
FMR LLCin group FMR LLC10,534$866K<0.01%+53213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,610$863K<0.01%+6,78313F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources10,220$840K<0.01%+7,99513F-HRTimelineGroup
Decker Retirement Planning Inc.9,483$779K0.49%+1,72013F-HRTimeline
Smartleaf Asset Management LLC9,500$773K0.07%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,398$772K0.09%013F-HRTimeline
Transce3nd, LLC9,280$763K0.34%+1,37913F-HRTimeline
Lord & Richards Wealth Management, LLC8,908$732K0.83%-95413F-HRTimeline
SCS Capital Management LLC8,851$727K0.01%new13F-HR/ATimeline
Lloyd Advisory Services, LLC.8,791$722K0.36%-10413F-HRTimeline
Prospera Financial Services Inc8,562$704K0.02%+53013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,540$702K<0.01%+4,57713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,457$695K0.13%+3013F-HRTimeline
Mason & Associates Inc8,420$692K0.17%-12113F-HRTimeline
Centerpoint Advisory Group8,205$674K0.66%new13F-HRTimeline
MBL Wealth, LLC8,000$657K0.07%-40013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,691$632K<0.01%+1,34213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,397$608K0.01%+42413F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC7,064$581K0.27%new13F-HRTimeline
Optivise Advisory Services LLC7,023$577K0.32%new13F-HRTimeline
SMART Wealth LLC6,764$556K0.2%+27313F-HRTimeline
Colonial River Investments, LLC6,280$516K0.28%new13F-HRTimeline
FLP Wealth Management, LLC6,045$497K1.58%+46813F-HRTimeline
Arkadios Wealth Advisors6,000$493K0.02%+18613F-HRTimeline
Compound Planning, Inc.5,878$483K0.02%new13F-HRTimeline
GenWealth Group, Inc.5,836$480K0.11%013F-HRTimeline
OneDigital Investment Advisors LLC5,771$474K0.01%+18313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,441$447K<0.01%013F-HRTimelineGroup
1832 Asset Management L.P.5,431$446K<0.01%013F-HRTimeline
BEACON FINANCIAL GROUP5,376$442K0.05%new13F-HRTimeline
Heck Capital Advisors, LLC5,359$440K0.05%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,294$435K0.01%+2,02313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC5,184$426K0.01%new13F-HRTimeline
Claro Advisors Inc.5,147$423K0.06%new13F-HRTimeline
MAI Capital Management5,102$419K<0.01%-1313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,066$416K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,040$414K<0.01%+4,10413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,753$391K<0.01%-8,00013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.4,682$385K0.02%new13F-HRTimelineGroup
Atria Investments, Inc4,609$379K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC4,600$378K0.06%013F-HRTimeline
One Wealth Advisors, LLC4,594$377K0.06%-78813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,564$375K<0.01%013F-HRTimelineGroup
WBH ADVISORY INC4,548$374K0.03%013F-HRTimeline
SIMA Wealth Partners, LLC4,537$373K0.31%013F-HRTimeline
Vantage Point Financial LLC4,514$371K0.19%-17513F-HRTimeline
REAP Financial Group, LLC4,504$370K0.09%-2,22913F-HRTimeline
Parallel Advisors, LLC4,398$361K0.01%+4,29813F-HRTimeline
Affinity Capital Advisors, LLC4,604$356K0.07%+1,29013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,322$355K0.14%-613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,214$346K<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC4,165$342K0.13%-3913F-HRTimeline
Cyndeo Wealth Partners, LLC4,149$341K0.02%new13F-HRTimeline
Meridian Wealth Management, LLC3,969$326K0.02%+613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,768$310K<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC3,768$310K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.3,741$307K0.17%013F-HRTimeline
FSA Advisors, Inc.3,709$305K0.24%-10713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,607$296K0.17%-17513F-HRTimeline
BALLAST ADVISORS LLC3,606$296K0.09%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,585$295K<0.01%+44213F-HRTimeline
BLAIR WILLIAM & CO/IL3,561$293K<0.01%013F-HRTimeline
Continuum Advisory, LLC3,549$292K0.04%+42913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,323$273K<0.01%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC3,271$269K0.02%-27113F-HRTimeline
Janney Montgomery Scott LLC3,228$265K<0.01%-4013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,220$265K0.01%013F-HRTimeline
Sigma Planning Corp3,194$262K0.01%new13F-HRTimeline
World Investment Advisors3,153$259K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,145$258K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO3,141$258K0.01%013F-HRTimeline
Creative Planningin group Creative Planning3,120$256K<0.01%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC3,059$251K0.04%new13F-HRTimeline
Financial Advocates Investment Manageme…3,023$248K0.02%new13F-HRTimeline
KFA Private Wealth Group, LLC3,019$248K0.09%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,961$243K<0.01%+25313F-HRTimeline
MGO ONE SEVEN LLC2,854$235K0.01%new13F-HRTimeline
LifePlan Investment Advisors, Inc.2,852$234K0.13%-9213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,641$217K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors2,632$216K0.03%013F-HRTimelineGroup
Virtue Capital Management, LLC2,622$216K0.03%new13F-HRTimeline
Lion Street Advisors, LLC2,607$214K0.07%new13F-HRTimeline
Mason & Associates, LLC2,548$209K0.06%013F-HRTimeline
Alta Wealth Advisors LLC2,532$208K0.1%-46413F-HRTimeline
Financial Engines Advisors L.L.C.2,525$207K<0.01%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,462$202K0.16%-25013F-HRTimeline
GeoWealth Management, LLC2,095$172K0.01%+19913F-HRTimeline
CWM, LLCin group CWM, LLC1,952$160K<0.01%-1,52513F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,898$156K0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1,889$155K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,820$150K0.02%+18513F-HRTimeline
Key Financial Inc1,795$148K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,480$122K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,177$96.7K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,173$96.4K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.1,150$94.5K<0.01%-95213F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,100$90.4K<0.01%-40013F-HRTimeline
SIGNATUREFD, LLC1,049$86.2K<0.01%+68313F-HRTimeline
Beacon Capital Management, LLC848$69.7K0.01%new13F-HRTimeline
Park Square Financial Group, LLC828$68K0.05%new13F-HRTimeline
CoreCap Advisors, LLC801$65.8K<0.01%+44013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC778$63.9K<0.01%new13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.745$61.2K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.714$58.7K0.04%new13F-HRTimeline
Centricity Wealth Management, LLC680$55.9K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.666$54.8K<0.01%+37213F-HRTimeline
Parkside Financial Bank & Trust632$51.9K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…549$45.1K<0.01%new13F-HRTimelineGroup
Capital A Wealth Management, LLC546$44.9K0.05%-18413F-HRTimeline
Spectrum Wealth Counsel, LLC406$33.4K<0.01%013F-HRTimeline
Anchor Investment Management, LLC400$32.9K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd398$32.7K<0.01%+30213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC350$29K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC294$24.2K<0.01%013F-HRTimelineGroup