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Disclosery

IWX ISHARES TR

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RUS TP200 VL ETF (fund)

204 managers (207 13F filers) reported a position in IWX shares at 2025-06-30, 35,909,570 shares in all. 26 filers opened a position and 39 filers sold out during the quarter.

Managers
204
13F filers
207
New
26
Added
64
Reduced
67
Sold out
39
Shares held by filers
35,909,570

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 TIAA12,631,293$1.06B2.77%+1,472,92013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,647,739$560M-3,708,796Timeline
FIRST CITIZENS BANK & TRUST CO6,207,939$523M9.46%+365,85613F-HRTimeline
AE Wealth Management LLC1,017,400$85.7M0.63%+5,76313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC999,539$84.2M0.44%-36,69013F-HRTimelineGroup
SVB WEALTH LLC532,559$44.8M2.4%new13F-HRTimeline
First Citizens Asset Management, Inc.514,537$43.3M15.36%+27,52513F-HR/ATimeline
Richard P Slaughter Associates Inc509,205$42.9M8.74%+92,11213F-HRTimeline
Wilmington Savings Fund Society, FSB471,432$39.7M0.71%+50,15813F-HRTimeline
UBS Group AGin group UBS Group AG303,263$25.5M0.01%+1,03913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC298,492$25.1M0.01%-57,04513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO274,444$23.1M<0.01%+21,38213F-HRTimelineGroup
JSF Financial, LLC256,923$21.6M5.14%+2,62513F-HRTimeline
Compton Wealth Advisory Group, LLC247,717$20.9M5.28%+1,23713F-HRTimeline
Sterling Capital Management LLC238,514$20.1M0.29%+32413F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC221,662$18.7M1.02%+31,22713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/208,398$17.5M<0.01%-16,94513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC203,661$17.1M0.02%-28,24813F-HRTimeline
Waverly Advisors, LLC203,059$17.1M0.19%-1,17813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP186,379$15.7M0.02%-66813F-HRTimelineGroup
Simplicity Wealth,LLC183,593$15.5M0.64%+84,63913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY181,516$15.3M<0.01%-11,07213F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC172,528$14.5M4.48%+3,96813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding171,760$14.5M+12,060Timeline
NewEdge Advisors, LLC169,485$14.3M0.07%-87113F-HRTimeline
LifeWealth Investments, LLC159,915$13.5M4.89%+30,32713F-HR/ATimeline
Sanctuary Advisors, LLC157,228$13.2M0.08%+7,84613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN135,957$11.4M<0.01%-4,59813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,255$10.6M0.02%+113,67713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,934$10M<0.01%+16,51113F-HRTimelineGroup
Horst & Graben Wealth Management LLC117,978$9.93M1.64%-1,47113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA99,635$8.39M<0.01%-5,21813F-HR/ATimelineGroup
Kingdom Financial Group LLC.86,942$7.32M6.39%-66,85313F-HRTimeline
LPL Financial LLC79,514$6.69M<0.01%-545,31513F-HRTimeline
Cambridge Investment Research Advisors,…75,178$6.33M0.02%+4,80813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC68,075$5.73M1.44%-2,48413F-HRTimeline
Legacy Advisory Services, LLC67,162$5.65M4.48%-1,60913F-HRTimeline
GLOBALT Investments LLC / GA66,882$5.63M0.22%-77013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,826$5.12M0.01%+37,11113F-HRTimelineGroup
Csenge Advisory Group55,778$4.57M0.24%-11613F-HRTimeline
Mariner, LLCin group Mariner, LLC53,597$4.51M0.01%+19,65113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC51,556$4.34M0.01%-66,04213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50,180$4.22M0.38%013F-HRTimeline
Cetera Investment Advisers43,862$3.69M0.01%-300,84613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,525$3.16M0.04%+1,15413F-HRTimelineGroup
SOA Wealth Advisors, LLC.33,872$2.85M0.54%-3,91113F-HRTimeline
Integrated Wealth Concepts LLC31,504$2.65M0.03%-10,45213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,000$2.61M<0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC29,994$2.53M<0.01%-8,61413F-HRTimelineGroup
FWG Investments, LLC.28,360$2.39M1.81%-62813F-HRTimeline
Ashton Thomas Private Wealth, LLC25,740$2.17M0.08%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding25,103$2.11M+1,701Timeline
Global Wealth Management Investment Adv…24,309$2.05M0.38%-85813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,223$1.96M<0.01%-5,33713F-HRTimelineGroup
Prime Buchholz LLC22,780$1.92M0.61%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,338$1.71M<0.01%+31213F-HR/ATimelineGroup
COUNTRY CLUB BANK19,996$1.68M0.11%-84213F-HRTimeline
Quest 10 Wealth Builders, Inc.18,760$1.58M1.54%+1213F-HRTimeline
HighTower Advisors, LLC18,694$1.57M<0.01%-38,44813F-HRTimeline
CFS Investment Advisory Services, LLC17,705$1.49M0.12%-6,03513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,510$1.47M<0.01%new13F-HRTimelineGroup
Waldron Private Wealth LLC17,308$1.46M0.06%013F-HRTimeline
EP Wealth Advisors, LLC17,005$1.43M0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,537$1.39M<0.01%+78913F-HRTimelineGroup
Strategic Blueprint, LLC16,247$1.37M0.07%+1,25813F-HRTimeline
Arcadia Wealth Management, LLC15,672$1.32M0.58%-84013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC15,678$1.32M0.12%-1,21013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,584$1.31M<0.01%+29013F-HRTimelineGroup
Venture Visionary Partners LLC14,949$1.26M0.05%+3613F-HRTimeline
Foundations Investment Advisors, LLC14,187$1.19M0.02%-34813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,061$1.18M<0.01%013F-HRTimelineGroup
Alpha Zero LLC13,925$1.17M0.76%013F-HRTimeline
McKinley Carter Wealth Services, Inc.13,809$1.16M0.06%+2,16913F-HRTimeline
Heck Capital Advisors, LLC13,366$1.13M0.1%+8,00713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,264$1.11M<0.01%+2,65413F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,071$1.02M0.07%+32813F-HRTimeline
Private Advisor Group, LLC11,973$1.01M0.01%-3,78013F-HRTimeline
Cresset Asset Management, LLC11,203$943K<0.01%-48713F-HR/ATimeline
SYNOVUS FINANCIAL CORP10,855$914K0.01%+18913F-HRTimeline
Prospera Financial Services Inc10,564$889K0.02%+2,00213F-HRTimeline
Centerpoint Advisory Group10,384$874K0.76%+2,17913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,311$868K<0.01%+6,98813F-HRTimelineGroup
Transce3nd, LLC10,246$863K0.36%+96613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,220$860K<0.01%013F-HRTimelineGroup
Signal Advisors Wealth, LLC10,151$855K0.07%-3,82913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,800$825K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,733$819K0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC9,457$796K<0.01%-1,07713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC9,398$791K0.09%013F-HRTimeline
Decker Retirement Planning Inc.9,353$787K0.46%-13013F-HRTimeline
Lloyd Advisory Services, LLC.8,859$746K0.36%+6813F-HRTimeline
SCS Capital Management LLC8,851$745K0.01%013F-HRTimeline
Smartleaf Asset Management LLC8,511$714K0.06%-98913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,457$712K0.11%013F-HRTimeline
Mason & Associates Inc8,420$709K0.16%013F-HRTimeline
Claro Advisors Inc.8,388$706K0.12%+3,24113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,279$697K0.01%+88213F-HRTimelineGroup
HRT FINANCIAL LP7,922$666K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,691$648K<0.01%013F-HRTimeline
Merit Financial Group, LLC7,652$644K0.01%new13F-HRTimeline
Quantinno Capital Management LP7,209$607K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC7,174$604K1.7%+1,12913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,991$589K0.03%+2,30913F-HRTimelineGroup
SMART Wealth LLC6,729$567K0.18%-3513F-HRTimeline
Gibbs Wealth Management6,677$562K0.11%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,621$557K<0.01%-1,91913F-HRTimeline
MBL Wealth, LLC6,500$547K0.05%-1,50013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,153$518K<0.01%+2,56813F-HRTimeline
Arkadios Wealth Advisors6,102$514K0.02%+10213F-HRTimeline
Confluence Wealth Services, Inc.6,029$508K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC5,909$497K0.01%new13F-HRTimeline
GenWealth Group, Inc.5,836$491K0.1%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,819$490K0.01%new13F-HRTimeline
Fisher Asset Management, LLC5,720$482K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC5,583$470K0.01%-18813F-HRTimeline
1832 Asset Management L.P.5,431$457K<0.01%013F-HRTimeline
Glenmede Investment Management, LP5,348$450K<0.01%13F-HRTimeline
FSA Advisors, Inc.5,331$449K0.36%+1,62213F-HRTimeline
MAI Capital Management5,102$430K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,066$427K<0.01%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,753$400K<0.01%013F-HRTimelineGroup
Affinity Capital Advisors, LLC4,628$390K0.07%+2413F-HRTimeline
Laurel Wealth Advisors LLC4,600$387K0.06%013F-HR/ATimeline
One Wealth Advisors, LLC4,594$387K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,564$384K<0.01%013F-HRTimelineGroup
SIMA Wealth Partners, LLC4,537$382K0.31%013F-HRTimeline
Vantage Point Financial LLC4,515$380K0.17%+113F-HRTimeline
REAP Financial Group, LLC4,470$376K0.09%-3413F-HRTimeline
Parallel Advisors, LLC4,398$370K0.01%013F-HRTimeline
Pineridge Advisors LLC4,248$358K0.13%+8313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,214$355K<0.01%013F-HRTimelineGroup
EVOKE WEALTH, LLC4,148$349K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC3,837$323K0.01%-13213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,768$317K<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC3,768$317K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.3,741$315K0.16%013F-HRTimeline
BALLAST ADVISORS LLC3,606$304K0.09%013F-HRTimeline
Financial Advocates Investment Manageme…3,564$300K0.02%+54113F-HRTimeline
BLAIR WILLIAM & CO/IL3,543$298K<0.01%-1813F-HRTimeline
Leo Wealth, LLC3,534$298K0.02%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,519$296K0.09%-80313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,510$296K0.15%-9713F-HRTimeline
Cyndeo Wealth Partners, LLC3,411$287K0.02%-73813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,232$272K0.01%-2,06213F-HRTimelineGroup
Janney Montgomery Scott LLC3,228$272K<0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,145$265K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO3,141$264K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,121$263K<0.01%-13,46613F-HRTimelineGroup
Argent Trust Co3,113$262K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,017$254K0.02%+1,19713F-HRTimeline
WBH ADVISORY INC2,854$240K0.02%-1,69413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,785$234K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,641$222K<0.01%013F-HRTimelineGroup
Alta Wealth Advisors LLC2,632$222K0.1%+10013F-HRTimeline
KFA Private Wealth Group, LLC2,613$220K0.07%-40613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC2,570$216K0.01%-65013F-HRTimeline
Financial Engines Advisors L.L.C.2,525$213K<0.01%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,471$208K0.16%+913F-HRTimeline
COMERICA BANK2,439$205K<0.01%+2,35213F-HRTimeline
Continuum Advisory, LLC2,436$205K0.02%-1,11313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,418$204K<0.01%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC2,415$203K0.02%new13F-HRTimeline
BLB&B Advisors, LLC2,387$201K0.01%new13F-HRTimeline
Blue Trust, Inc.2,377$200K<0.01%+2,28613F-HRTimeline
Sound Income Strategies, LLC2,019$170K0.01%+13013F-HRTimeline
CWM, LLCin group CWM, LLC1,952$164K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,878$158K0.01%+39813F-HRTimeline
Centricity Wealth Management, LLC1,830$154K0.12%+1,15013F-HRTimeline
Key Financial Inc1,795$151K0.03%013F-HRTimeline
GeoWealth Management, LLC1,578$133K0.01%-51713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,596$131K0.05%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,435$121K0.02%-1,19713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,341$113K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.1,318$111K<0.01%+16813F-HRTimeline
GPS Wealth Strategies Group, LLC1,177$99.1K0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,025$86.3K<0.01%+62713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,013$85.3K<0.01%-88513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,000$84.2K<0.01%-10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\913$76.9K<0.01%-4,12713F-HRTimelineGroup
Beacon Capital Management, LLC848$71.4K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…780$65.7K<0.01%+23113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.745$62.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC671$56.5K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust632$53.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.410$34.5K<0.01%-25613F-HRTimeline
Anchor Investment Management, LLC400$33.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC366$30.8K<0.01%-68313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC294$24.8K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC270$22.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC267$22.5K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.203$17.1K0.01%013F-HRTimeline
Allworth Financial LP186$15.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC182$15.3K<0.01%-61913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…174$14.6K<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC103$8.67K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC103$8.67K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC96$8.08K<0.01%-10513F-HRTimelineGroup
New Millennium Group LLC95$8K<0.01%-10113F-HRTimeline
Robinswood Financial LLC90$7.58K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…73$6.15K<0.01%013F-HRTimeline