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Disclosery

IWX ISHARES TR

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RUS TP200 VL ETF (fund)

238 managers (242 13F filers) reported a position in IWX shares at 2025-12-31, 42,082,885 shares in all. 34 filers opened a position and 12 filers sold out during the quarter.

Managers
238
13F filers
242
New
34
Added
88
Reduced
53
Sold out
12
Shares held by filers
42,082,885

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 TIAA12,344,150$1.13B2.72%+198,31813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,416,115$865M+3,096,817Timeline
FIRST CITIZENS BANK & TRUST CO5,983,534$550M11.47%+77,17813F-HRTimeline
AE Wealth Management LLC1,081,107$99.3M0.57%+33,15013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC973,669$89.3M0.35%-19,77713F-HRTimelineGroup
Clark Capital Management Group, Inc.722,045$66.3M0.41%new13F-HRTimeline
LPL Financial LLC640,842$58.9M0.02%+555,92813F-HRTimeline
SVB WEALTH LLC508,406$46.7M2.75%-37,26113F-HRTimeline
Wilmington Savings Fund Society, FSB505,899$46.5M1.09%+18,59913F-HRTimeline
First Citizens Asset Management, Inc.487,483$44.8M15.66%+1,15313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC434,573$39.9M0.01%+101,46413F-HRTimelineGroup
Richard P Slaughter Associates Inc411,476$37.8M7.92%+5,94913F-HRTimeline
Orion Porfolio Solutions, LLC361,960$33.2M0.24%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding342,304$31.4M+25,675Timeline
JSF Financial, LLC274,344$25.2M5.22%-1,59513F-HRTimeline
Kingdom Financial Group LLC.273,745$25.1M7.77%+161,68613F-HRTimeline
Cetera Investment Advisers263,019$24.2M0.03%+210,38113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO261,280$24M<0.01%+34313F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC257,834$23.7M1.14%+8,70613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY252,202$23.2M<0.01%+67,21213F-HR/ATimelineGroup
Compton Wealth Advisory Group, LLC250,061$23M5.02%+4,38213F-HRTimeline
RTD Financial Advisors, Inc.242,363$22.3M2.72%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,414$21.8M<0.01%+1513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC220,752$20.3M0.31%+220,65613F-HRTimelineGroup
Waverly Advisors, LLC205,791$18.9M0.15%-1,86113F-HRTimeline
Sterling Capital Management LLC194,236$17.8M0.29%-55,32613F-HRTimeline
LifeWealth Investments, LLC193,770$17.8M5.64%+15,41413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC191,245$17.6M6.92%+9,10113F-HRTimeline
NewEdge Advisors, LLC187,453$17.2M0.06%+20,95113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding186,340$17.1M+9,207Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP179,794$16.5M0.02%-4,34113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC164,473$15.1M<0.01%+133,20013F-HR/ATimelineGroup
Sanctuary Advisors, LLC148,901$13.7M0.07%-2,65813F-HRTimeline
Arkadios Wealth Advisors141,935$13M0.26%+135,83313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,000$12.5M<0.01%+6,75913F-HRTimelineGroup
Horst & Graben Wealth Management LLC132,912$12.2M1.84%+15,86213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN132,660$12.2M<0.01%-1,71413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC132,439$12.2M0.03%+87,36113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,899$10.5M0.02%+107,92713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,130$10.1M<0.01%-4,89513F-HRTimelineGroup
Simplicity Wealth,LLC98,409$9.04M0.54%+4,41913F-HRTimeline
Cambridge Investment Research Advisors,…84,138$7.73M0.02%+5,56813F-HRTimeline
One Capital Management, LLC79,573$7.31M0.22%new13F-HRTimeline
Legacy Advisory Services, LLC67,824$6.23M4.68%+36313F-HRTimeline
Veridan Wealth LLC66,858$6.14M2.06%+47013F-HRTimeline
GLOBALT Investments LLC / GA65,160$5.99M0.22%-1,45413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,073$5.33M0.01%-2,35813F-HRTimeline
Csenge Advisory Group57,257$5.26M0.24%-73313F-HRTimeline
MATTERS CAPITAL LLC52,181$4.79M3.92%13F-HRTimeline
SigFig Wealth Management, LLC51,352$4.72M0.14%new13F-HRTimeline
Integrated Wealth Concepts LLC50,543$4.64M0.06%+17,82613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50,283$4.62M0.35%-16313F-HRTimeline
HighTower Advisors, LLC50,237$4.61M0.01%+35,37913F-HRTimeline
Mariner, LLCin group Mariner, LLC50,183$4.61M0.01%-2,90013F-HRTimelineGroup
Key Capital Management, INC49,531$4.55M4.51%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,450$3.81M0.05%+2,26613F-HRTimelineGroup
World Investment Advisors38,078$3.5M0.06%new13F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC37,343$3.43M<0.01%+25,98113F-HRTimelineGroup
Private Advisor Group, LLC33,123$3.04M0.01%+15,62013F-HRTimeline
SOA Wealth Advisors, LLC.32,712$3M0.51%-36513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,515$2.99M0.03%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding31,140$2.86M+7,494Timeline
GRANVILLE CAPITAL, INC.30,778$2.83M1.5%13F-HRTimeline
FWG Investments, LLC.30,767$2.83M1.8%+38913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,852$2.37M<0.01%+30713F-HR/ATimelineGroup
FIRST AMERICAN TRUST, FSB24,802$2.28M0.16%new13F-HRTimeline
Global Wealth Management Investment Adv…22,477$2.06M0.33%-1,77013F-HRTimeline
Centennial Wealth Advisory LLC22,416$2.06M0.54%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC21,827$2.01M0.63%-39,91613F-HRTimeline
Quest 10 Wealth Builders, Inc.21,489$1.97M1.77%+67513F-HRTimeline
Linden Thomas Advisory Services, LLC21,056$1.93M0.2%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.20,482$1.88M0.09%new13F-HRTimeline
Curi Capital, LLC20,368$1.87M0.03%+713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,080$1.84M<0.01%-20613F-HR/ATimelineGroup
Signal Advisors Wealth, LLC19,624$1.8M0.14%-44813F-HRTimeline
Ashton Thomas Private Wealth, LLC19,247$1.77M0.04%-11,42513F-HRTimeline
Ausdal Financial Partners, Inc.18,551$1.7M0.08%+6,88013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC18,412$1.69M<0.01%new13F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,226$1.68M0.05%new13F-HRTimelineGroup
Waldron Private Wealth LLC17,308$1.59M0.06%013F-HRTimeline
CFS Investment Advisory Services, LLC17,284$1.59M0.12%-28613F-HRTimeline
Heck Capital Advisors, LLC17,262$1.59M0.12%+46013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,960$1.56M<0.01%+3,03813F-HRTimelineGroup
Strategic Blueprint, LLC16,716$1.54M0.09%013F-HRTimeline
Centerpoint Advisory Group16,533$1.52M1.17%+1,66513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,885$1.46M<0.01%-22813F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,392$1.41M<0.01%+9,25313F-HRTimelineGroup
Venture Visionary Partners LLC15,017$1.38M0.05%+3413F-HRTimeline
FMR LLCin group FMR LLC14,870$1.37M<0.01%+93713F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC14,645$1.35M0.1%-1,03313F-HRTimeline
Arcadia Wealth Management, LLC14,443$1.33M0.49%-1713F-HRTimeline
Alpha Zero LLC13,925$1.28M0.7%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,710$1.26M<0.01%-56513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,416$1.23M<0.01%+21613F-HRTimelineGroup
Cresset Asset Management, LLC13,238$1.22M0.01%+2,03513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.12,848$1.18M0.06%+1,26313F-HRTimelineGroup
Decker Retirement Planning Inc.12,199$1.12M0.56%+83813F-HRTimeline
Centennial Advisors, LLC11,981$1.1M1.43%13F-HRTimeline
Foundations Investment Advisors, LLC11,664$1.07M0.01%-1,75713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,921$1M<0.01%+32013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,811$993K0.01%13F-HR/ATimelineGroup
FLP Wealth Management, LLC10,665$980K2.32%+2,22813F-HR/ATimeline
McKinley Carter Wealth Services, Inc.10,590$973K0.05%-3,11413F-HRTimeline
Prospera Financial Services Inc10,264$943K0.02%013F-HRTimeline
Tailwinds Wealth, LLC10,078$926K1%13F-HRTimeline
Claro Advisors Inc.9,945$914K0.12%+1,78713F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,398$863K0.08%013F-HRTimeline
Geneos Wealth Management Inc.9,214$846K0.02%+8,95813F-HRTimeline
SCS Capital Management LLC8,851$813K0.01%013F-HRTimeline
SMART Wealth LLC8,736$802K0.24%+43913F-HRTimeline
Lloyd Advisory Services, LLC.8,594$789K0.31%-10913F-HRTimeline
Kelly Financial Services LLC8,573$788K0.2%new13F-HRTimeline
Smartleaf Asset Management LLC8,511$787K0.03%013F-HRTimeline
Mason & Associates Inc8,420$773K0.15%013F-HRTimeline
Quantum Portfolio Management LLC8,364$768K0.34%-2,76813F-HRTimeline
Compound Planning, Inc.8,293$762K0.02%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,132$747K0.09%-32513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,956$731K<0.01%-3,14413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources7,895$725K<0.01%-41013F-HRTimelineGroup
Merit Financial Group, LLC7,652$703K0.01%013F-HRTimeline
Farther Finance Advisors, LLC7,625$700K0.01%+1,85513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,552$694K<0.01%-71513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,501$689K<0.01%013F-HRTimeline
Quantinno Capital Management LP7,455$685K<0.01%+34813F-HRTimeline
OneDigital Investment Advisors LLC7,132$655K0.01%+1,55313F-HRTimeline
Index Technologies Group LLC6,874$631K0.66%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,426$590K<0.01%+7013F-HRTimeline
Networth Advisors, LLC6,235$573K0.42%13F-HRTimeline
Advyzon Investment Management, LLC6,015$553K0.06%new13F-HRTimeline
HRT FINANCIAL LP6,009$551K<0.01%new13F-HRTimeline
GenWealth Group, Inc.5,836$550K0.09%013F-HRTimeline
Confluence Wealth Services, Inc.5,924$544K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,862$538K<0.01%+2,09413F-HRTimelineGroup
Global Retirement Partners, LLC5,132$471K0.01%+4,45813F-HRTimeline
MBL Wealth, LLC5,000$459K0.04%013F-HRTimeline
Leo Wealth, LLC4,850$446K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,754$437K<0.01%+7613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,753$437K<0.01%013F-HR/ATimelineGroup
Atria Investments, Inc4,740$435K<0.01%new13F-HRTimeline
Align Financial, LLC428,343$428K0.31%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,564$419K<0.01%013F-HRTimelineGroup
SIMA Wealth Partners, LLC4,537$417K0.32%013F-HRTimeline
Vantage Point Financial LLC4,516$415K0.15%+113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,399$404K<0.01%13F-HRTimelineGroup
REAP Financial Group, LLC4,348$399K0.08%+313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,214$387K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC3,900$358K0.05%013F-HRTimeline
MAI Capital Management3,869$355K<0.01%013F-HRTimeline
Meridian Wealth Management, LLC3,851$354K0.01%+713F-HRTimeline
Sigma Planning Corp3,790$348K0.01%+1,21613F-HRTimeline
Pallas Capital Advisors LLC3,768$346K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.3,741$344K0.16%013F-HRTimeline
BALLAST ADVISORS LLC3,606$331K0.09%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,543$325K<0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,518$323K0.07%+113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,514$323K0.01%+12413F-HRTimelineGroup
Composition Wealth, LLC3,425$315K<0.01%+55513F-HRTimeline
Cyndeo Wealth Partners, LLC3,411$313K0.02%013F-HRTimeline
IEQ CAPITAL, LLC3,277$301K<0.01%new13F-HRTimeline
Blue Trust, Inc.3,166$291K<0.01%+78913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,156$290K0.13%-17413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,145$289K0.03%-20813F-HRTimelineGroup
Prosperity Consulting Group, LLC3,105$285K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,101$285K<0.01%+46013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC3,086$283K0.01%013F-HRTimeline
Janney Montgomery Scott LLC3,077$283K<0.01%-4813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,078$283K<0.01%+2,19213F-HRTimelineGroup
EVOKE WEALTH, LLC3,072$282K0.01%-27113F-HRTimeline
DIVERSIFIED TRUST CO3,072$282K0.01%-6913F-HRTimeline
LifePlan Investment Advisors, Inc.3,064$281K0.11%-313F-HRTimeline
1832 Asset Management L.P.3,045$280K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,031$278K0.01%-1,36713F-HRTimeline
PRIVATE TRUST CO NA3,017$277K0.02%013F-HRTimeline
Legacy Edge Advisors, LLC2,848$262K0.03%+43413F-HRTimeline
Creative Planningin group Creative Planning2,837$261K<0.01%+36013F-HRTimelineGroup
Argent Trust Co2,822$259K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,785$256K<0.01%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.2,744$252K<0.01%+21913F-HRTimeline
KFA Private Wealth Group, LLC2,703$248K0.06%+20913F-HRTimeline
One Wealth Advisors, LLC2,556$235K0.03%-2,03813F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC2,540$233K0.01%-3013F-HRTimeline
Continuum Advisory, LLC2,472$227K0.02%+3613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,465$226K<0.01%-6,46413F-HRTimelineGroup
MGO ONE SEVEN LLC2,462$226K<0.01%new13F-HRTimeline
COMERICA BANK2,439$224K<0.01%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,418$222K<0.01%013F-HRTimelineGroup
Perennial Investment Advisors, LLC2,415$222K0.02%013F-HRTimeline
Alta Wealth Advisors LLC2,400$220K0.07%013F-HRTimeline
BLB&B Advisors, LLC2,387$219K0.01%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,384$219K0.12%+113F-HRTimeline
Cordatus Wealth Management LLC2,352$216K0.05%013F-HRTimeline
Rothschild Wealth LLC2,267$208K0.02%-7813F-HR/ATimeline
WBH ADVISORY INC2,263$208K0.02%new13F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC2,220$203K0.19%13F-HRTimeline
Parvin Asset Management, LLC2,197$202K0.16%new13F-HRTimeline
GeoWealth Management, LLC2,190$201K0.01%new13F-HRTimeline
EASTERN BANK1,993$183K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,863$171K<0.01%+89513F-HRTimeline
AdvisorNet Financial, Inc1,475$136K0.01%-47313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,435$132K0.02%013F-HRTimelineGroup