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Disclosery

IWX ISHARES TR

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RUS TP200 VL ETF (fund)

209 managers (212 13F filers) reported a position in IWX shares at 2025-09-30, 35,009,231 shares in all. 21 filers opened a position and 13 filers sold out during the quarter.

Managers
209
13F filers
212
New
21
Added
60
Reduced
69
Sold out
13
Shares held by filers
35,009,231

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 TIAA12,145,832$1.07B2.59%-485,46113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,319,298$555M-328,441Timeline
FIRST CITIZENS BANK & TRUST CO5,906,356$519M11.19%-301,58313F-HRTimeline
AE Wealth Management LLC1,047,957$92.1M0.59%+30,55713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC993,446$87.3M0.36%-6,09313F-HRTimelineGroup
SVB WEALTH LLC545,667$48M2.58%+13,10813F-HRTimeline
Wilmington Savings Fund Society, FSB487,300$42.8M1.03%+15,86813F-HR/ATimeline
First Citizens Asset Management, Inc.486,330$42.7M15.16%-28,20713F-HR/ATimeline
FIRST CITIZENS INVESTOR SERVICES, INC.441,747$38.8M15%13F-HRTimeline
Richard P Slaughter Associates Inc405,527$35.6M7.68%-103,67813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC333,109$29.3M0.01%+34,61713F-HRTimelineGroup
UBS Group AGin group UBS Group AG316,629$27.8M0.01%+13,36613F-HRTimelineGroup
JSF Financial, LLC275,939$24.2M5.38%+19,01613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO260,937$22.9M<0.01%-13,50713F-HR/ATimelineGroup
Sterling Capital Management LLC249,562$21.9M0.32%+11,04813F-HRTimeline
Bryn Mawr Trust Advisors, LLC249,128$21.9M1.09%+27,46613F-HRTimeline
Compton Wealth Advisory Group, LLC245,679$21.6M5%-2,03813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,399$20.9M<0.01%+29,00113F-HR/ATimelineGroup
Waverly Advisors, LLC207,652$18.2M0.18%+4,59313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY184,990$16.3M<0.01%+3,47413F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP184,135$16.2M0.02%-2,24413F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC182,144$16M4.56%+9,61613F-HR/ATimeline
LifeWealth Investments, LLC178,356$15.7M5.16%+18,44113F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding177,133$15.6M+5,373Timeline
NewEdge Advisors, LLC166,502$14.6M0.07%-2,98313F-HRTimeline
Sanctuary Advisors, LLC151,559$13.3M0.08%-5,66913F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN134,374$11.8M<0.01%-1,58313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC129,241$11.4M<0.01%+10,30713F-HRTimelineGroup
Horst & Graben Wealth Management LLC117,050$10.3M1.57%-92813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA115,025$10.1M<0.01%+15,39013F-HRTimelineGroup
Kingdom Financial Group LLC.112,059$9.85M6.02%+25,11713F-HRTimeline
Simplicity Wealth,LLC93,990$8.26M0.48%-89,60313F-HRTimeline
LPL Financial LLC84,914$7.46M<0.01%+5,40013F-HRTimeline
Cambridge Investment Research Advisors,…78,570$6.91M0.02%+3,39213F-HRTimeline
Legacy Advisory Services, LLC67,461$5.93M4.47%+29913F-HRTimeline
GLOBALT Investments LLC / GA66,614$5.85M0.21%-26813F-HRTimeline
Veridan Wealth LLC66,388$5.83M2.01%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC61,743$5.43M1.3%-6,33213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,431$5.31M0.01%-143,23013F-HRTimeline
Csenge Advisory Group57,990$5.1M0.24%+2,21213F-HRTimeline
Mariner, LLCin group Mariner, LLC53,083$4.66M0.01%-51413F-HRTimelineGroup
Cetera Investment Advisers52,638$4.63M0.01%+8,77613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50,446$4.43M0.37%+26613F-HRTimeline
MML INVESTORS SERVICES, LLC45,078$3.96M0.01%-6,47813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,184$3.44M0.04%+1,65913F-HRTimelineGroup
SOA Wealth Advisors, LLC.33,077$2.91M0.5%-79513F-HRTimeline
Integrated Wealth Concepts LLC32,717$2.88M0.03%+1,21313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,273$2.75M<0.01%+15,68913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC30,672$2.7M0.07%+4,93213F-HRTimeline
FWG Investments, LLC.30,378$2.67M1.83%+2,01813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,545$2.24M<0.01%+2,32213F-HRTimelineGroup
Global Wealth Management Investment Adv…24,247$2.13M0.36%-6213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding23,646$2.08M-1,457Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP21,000$1.85M<0.01%-10,00013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.20,814$1.83M1.69%+2,05413F-HRTimeline
Curi Capital, LLC20,361$1.79M0.03%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,286$1.78M<0.01%-5213F-HRTimelineGroup
Signal Advisors Wealth, LLC20,072$1.76M0.16%+9,92113F-HRTimeline
COUNTRY CLUB BANK18,226$1.6M0.09%-1,77013F-HRTimeline
CFS Investment Advisory Services, LLC17,570$1.57M0.12%-13513F-HRTimeline
Private Advisor Group, LLC17,503$1.54M0.01%+5,53013F-HRTimeline
Waldron Private Wealth LLC17,308$1.52M0.06%013F-HRTimeline
Heck Capital Advisors, LLC16,802$1.48M0.11%+3,43613F-HRTimeline
Strategic Blueprint, LLC16,716$1.47M0.06%+46913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,113$1.42M<0.01%-42413F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC15,678$1.38M0.11%013F-HRTimeline
Venture Visionary Partners LLC14,983$1.32M0.05%+3413F-HRTimeline
Centerpoint Advisory Group14,868$1.31M1.02%+4,48413F-HRTimeline
HighTower Advisors, LLC14,858$1.31M<0.01%-3,83613F-HRTimeline
Arcadia Wealth Management, LLC14,460$1.27M0.5%-1,21213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,275$1.25M<0.01%+21413F-HRTimelineGroup
FMR LLCin group FMR LLC13,933$1.22M<0.01%+4,47613F-HRTimelineGroup
Alpha Zero LLC13,925$1.22M0.71%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,922$1.22M<0.01%-3,58813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.13,704$1.2M0.06%-10513F-HRTimeline
Foundations Investment Advisors, LLC13,421$1.18M0.02%-76613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,200$1.16M<0.01%-6413F-HRTimelineGroup
Ausdal Financial Partners, Inc.11,671$1.03M0.05%-40013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,585$1.02M0.05%+4,59413F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC11,362$998K<0.01%-18,63213F-HRTimelineGroup
Decker Retirement Planning Inc.11,361$998K0.55%+2,00813F-HRTimeline
Cresset Asset Management, LLC11,203$985K<0.01%013F-HR/ATimeline
Quantum Portfolio Management LLC11,132$978K0.29%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,100$975K<0.01%-49,72613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,601$932K<0.01%+29013F-HRTimelineGroup
GTS SECURITIES LLC10,376$912K0.04%new13F-HRTimeline
Prospera Financial Services Inc10,264$902K0.02%-30013F-HRTimeline
SYNOVUS FINANCIAL CORP10,051$884K0.01%-80413F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,398$826K0.08%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,929$785K0.01%-80413F-HRTimelineGroup
SCS Capital Management LLC8,851$778K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.8,703$765K0.36%-15613F-HRTimeline
Smartleaf Asset Management LLC8,511$747K0.05%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,457$743K0.1%013F-HRTimeline
FLP Wealth Management, LLC8,437$741K2.09%+1,26313F-HR/ATimeline
Mason & Associates Inc8,420$740K0.15%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,305$730K<0.01%-1,91513F-HRTimelineGroup
SMART Wealth LLC8,297$729K0.28%+1,56813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,267$727K0.01%-1213F-HRTimelineGroup
Claro Advisors Inc.8,158$717K0.1%-23013F-HRTimeline
Merit Financial Group, LLC7,652$672K0.01%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS7,501$659K<0.01%-19013F-HRTimeline
Quantinno Capital Management LP7,107$625K<0.01%-10213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,356$559K<0.01%+20313F-HRTimeline
CWM, LLCin group CWM, LLC6,139$539K<0.01%+4,18713F-HRTimelineGroup
Arkadios Wealth Advisors6,102$536K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,972$522K<0.01%-123,28313F-HRTimelineGroup
Confluence Wealth Services, Inc.5,924$521K0.03%-10513F-HRTimeline
J.W. COLE ADVISORS, INC.5,844$514K0.01%+2513F-HRTimeline
GenWealth Group, Inc.5,836$513K0.1%013F-HRTimeline
Farther Finance Advisors, LLC5,770$507K0.01%-13913F-HRTimeline
FSA Advisors, Inc.5,667$498K0.39%+33613F-HRTimeline
OneDigital Investment Advisors LLC5,579$490K0.01%-413F-HRTimeline
Glenmede Investment Management, LP5,348$470K<0.01%013F-HRTimeline
MBL Wealth, LLC5,000$439K0.04%-1,50013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,983$438K0.01%+4,20313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,753$418K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,678$411K<0.01%-38813F-HRTimelineGroup
One Wealth Advisors, LLC4,594$404K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,564$401K<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC4,564$401K0.11%+31613F-HRTimeline
SIMA Wealth Partners, LLC4,537$399K0.3%013F-HRTimeline
Vantage Point Financial LLC4,515$397K0.15%013F-HRTimeline
Parallel Advisors, LLC4,398$386K0.01%013F-HRTimeline
REAP Financial Group, LLC4,345$382K0.08%-12513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,214$370K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC3,900$343K0.05%-70013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,874$340K<0.01%+75313F-HRTimelineGroup
MAI Capital Management3,869$340K<0.01%-1,23313F-HRTimeline
Meridian Wealth Management, LLC3,844$338K0.01%+713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,768$331K<0.01%013F-HRTimelineGroup
Pallas Capital Advisors LLC3,768$331K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.3,741$329K0.16%013F-HRTimeline
BALLAST ADVISORS LLC3,606$317K0.09%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,543$311K<0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,517$309K0.08%-213F-HRTimeline
Cyndeo Wealth Partners, LLC3,411$300K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,390$298K0.01%+15813F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,353$295K0.01%new13F-HRTimelineGroup
EVOKE WEALTH, LLC3,343$294K0.01%-80513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,330$293K0.15%-18013F-HRTimeline
DIVERSIFIED TRUST CO3,141$276K0.01%013F-HRTimeline
Janney Montgomery Scott LLC3,125$275K<0.01%-10313F-HRTimeline
Prosperity Consulting Group, LLC3,105$273K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,086$271K0.01%-5913F-HRTimeline
LifePlan Investment Advisors, Inc.3,067$270K0.11%new13F-HRTimeline
1832 Asset Management L.P.3,045$268K<0.01%-2,38613F-HRTimeline
PRIVATE TRUST CO NA3,017$265K0.02%013F-HRTimeline
Composition Wealth, LLC2,870$252K<0.01%new13F-HRTimeline
Argent Trust Co2,822$248K0.01%-29113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,785$245K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,641$232K<0.01%013F-HRTimelineGroup
Sigma Planning Corp2,574$226K0.01%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC2,570$226K0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.2,525$222K<0.01%013F-HRTimeline
KFA Private Wealth Group, LLC2,494$219K0.06%-11913F-HRTimeline
Creative Planningin group Creative Planning2,477$218K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,439$214K<0.01%013F-HRTimeline
Continuum Advisory, LLC2,436$214K0.02%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,418$212K<0.01%013F-HR/ATimelineGroup
Perennial Investment Advisors, LLC2,415$212K0.02%013F-HRTimeline
Legacy Edge Advisors, LLC2,414$212K0.02%new13F-HRTimeline
Alta Wealth Advisors LLC2,400$211K0.08%-23213F-HRTimeline
BLB&B Advisors, LLC2,387$210K0.01%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,383$209K0.16%-8813F-HRTimeline
Blue Trust, Inc.2,377$209K<0.01%013F-HRTimeline
Cordatus Wealth Management LLC2,352$207K0.05%new13F-HRTimeline
Rothschild Wealth LLC2,345$206K0.04%new13F-HRTimeline
EASTERN BANK1,993$175K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,948$171K0.01%+7013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,435$126K0.02%013F-HRTimelineGroup
Key Financial Inc1,395$123K0.02%-40013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,375$121K<0.01%+3413F-HRTimelineGroup
Qube Research & Technologies Ltd1,373$121K<0.01%+34813F-HRTimeline
Sound Income Strategies, LLC1,330$117K0.01%-68913F-HRTimeline
Guerra Advisors Inc1,210$106K0.04%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,177$103K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,013$89K<0.01%013F-HRTimelineGroup
Tripletail Wealth Management, LLC1,000$88.7K0.1%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$87.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…968$85.1K<0.01%+89513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\886$77.9K<0.01%-2713F-HRTimelineGroup
Advisory Services Network, LLC862$75.8K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.745$65.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC674$59.2K<0.01%+313F-HRTimeline
Parkside Financial Bank & Trust632$55.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC538$47.3K<0.01%+35613F-HRTimeline
FIRST HORIZON CORP434$38.1K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.411$36.1K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC400$35.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC366$32.2K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC294$25.8K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC270$23.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC267$23.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.256$22.5K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.220$19.3K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.203$17.8K0.01%013F-HRTimeline
Allworth Financial LP186$16.3K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…174$15.3K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.137$12K0.01%new13F-HR/ATimeline