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Disclosery

IWX ISHARES TR

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RUS TP200 VL ETF (fund)

249 managers (254 13F filers) reported a position in IWX shares at 2026-03-31, 40,062,563 shares in all. 29 filers opened a position and 16 filers sold out during the quarter.

Managers
249
13F filers
254
New
29
Added
78
Reduced
86
Sold out
16
Shares held by filers
40,062,563

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TIAAgroup of 3 filers holding10,649,703$987M-1,694,447Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,969,386$831M-446,729Timeline
FIRST CITIZENS BANK & TRUST CO5,928,034$549M11.57%-55,50013F-HRTimeline
AE Wealth Management LLC1,103,108$102M0.55%+22,00113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC966,581$89.6M0.35%-7,08813F-HRTimelineGroup
Clark Capital Management Group, Inc.673,500$62.4M0.39%-48,54513F-HRTimeline
LPL Financial LLC579,108$53.7M0.01%-61,73413F-HRTimeline
First Citizens Asset Management, Inc.513,728$47.6M16.88%+26,24513F-HRTimeline
Wilmington Savings Fund Society, FSB504,648$46.8M1.11%-1,25113F-HRTimeline
Richard P Slaughter Associates Inc488,545$45.3M9.79%+77,06913F-HRTimeline
SVB WEALTH LLC459,948$42.6M2.81%-48,45813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC383,852$35.6M0.01%-50,72113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding359,313$33.3M+17,009Timeline
Lloyd Advisory Services, LLC.291,555$27M7.73%+282,96113F-HRTimeline
Kingdom Financial Group LLC.291,555$27M7.73%+17,81013F-HRTimeline
Orion Porfolio Solutions, LLC282,468$26.2M0.22%-79,49213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO286,689$26M<0.01%+25,40913F-HR/ATimelineGroup
JSF Financial, LLC279,803$25.9M5.08%+5,45913F-HRTimeline
RTD Financial Advisors, Inc.269,988$25M3.07%+27,62513F-HRTimeline
Compton Wealth Advisory Group, LLC245,302$22.8M5.09%-4,75913F-HRTimeline
Bryn Mawr Trust Advisors, LLC242,458$22.5M1.09%-15,37613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/242,091$22.4M<0.01%+4,67713F-HRTimelineGroup
Cetera Investment Advisers239,314$22.2M0.02%-23,70513F-HRTimeline
Sterling Capital Management LLC236,530$21.9M0.42%+42,29413F-HRTimeline
LifeWealth Investments, LLC228,555$21.2M6.32%+34,78513F-HRTimeline
Waverly Advisors, LLC210,040$19.5M0.15%+4,24913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC199,286$18.5M0.01%+63,28613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY195,341$18.1M<0.01%-56,86113F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC190,684$17.7M7.27%-56113F-HRTimeline
NewEdge Advisors, LLC184,242$17.1M0.06%-3,21113F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC183,193$17M0.25%-37,55913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding182,574$16.9M-3,766Timeline
Private Advisor Group, LLC182,516$16.9M0.08%+149,39313F-HRTimeline
Sanctuary Advisors, LLC163,873$15.2M0.08%+14,97213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC155,579$14.4M<0.01%-8,89413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP146,944$13.6M0.02%-32,85013F-HRTimelineGroup
Arkadios Wealth Advisors146,271$13.6M0.22%+4,33613F-HRTimeline
Horst & Graben Wealth Management LLC131,180$12.9M1.77%-1,73213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN135,337$12.5M<0.01%+2,67713F-HR/ATimelineGroup
One Capital Management, LLC133,890$12.4M0.34%+54,31713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,482$11.1M<0.01%+9,35213F-HRTimelineGroup
Simplicity Wealth,LLC108,334$10M0.57%+9,92513F-HRTimeline
MML INVESTORS SERVICES, LLC107,728$9.98M0.03%-24,71113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100,730$9.33M0.01%-13,16913F-HRTimelineGroup
Key Capital Management, INC92,249$8.55M5.65%+42,71813F-HRTimeline
Cambridge Investment Research Advisors,…86,404$8.01M0.02%+2,26613F-HRTimeline
Veridan Wealth LLC67,297$6.24M2.35%+43913F-HRTimeline
GLOBALT Investments LLC / GA63,624$5.9M0.21%-1,53613F-HRTimeline
Legacy Advisory Services, LLC62,891$5.83M4.45%-4,93313F-HRTimeline
GTS FINANCIAL, LLC69,506$5.71M4.52%13F-HRTimeline
FIRST AMERICAN TRUST, FSB58,544$5.43M0.36%+33,74213F-HRTimeline
HighTower Advisors, LLC54,426$5.04M0.01%+4,18913F-HRTimeline
Csenge Advisory Group53,126$4.92M0.23%-4,13113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,012$4.91M0.01%-5,06113F-HRTimeline
Integrated Wealth Concepts LLC52,550$4.87M0.04%+2,00713F-HRTimeline
MATTERS CAPITAL LLC52,203$4.84M4.29%+2213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC50,336$4.66M0.37%+5313F-HRTimeline
Compound Planning, Inc.47,018$4.36M0.13%+38,72513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding43,278$4.01M+12,138Timeline
Mariner, LLCin group Mariner, LLC41,733$3.87M<0.01%-8,45013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,732$3.87M0.05%+28213F-HRTimelineGroup
SigFig Wealth Management, LLC40,777$3.78M0.11%-10,57513F-HRTimeline
World Investment Advisors37,141$3.44M0.06%-93713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC33,929$3.14M<0.01%-3,41413F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.32,830$3.04M0.19%+19,98213F-HRTimelineGroup
SOA Wealth Advisors, LLC.32,109$2.98M0.56%-60313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,717$2.94M<0.01%+23,76113F-HRTimelineGroup
GRANVILLE CAPITAL, INC.30,778$2.85M1.49%013F-HRTimeline
FWG Investments, LLC.29,429$2.73M1.73%-1,33813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,948$2.4M<0.01%+9613F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.22,072$2.05M1.79%+58313F-HRTimeline
Global Wealth Management Investment Adv…21,706$2.01M0.32%-77113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,096$2.01M<0.01%+8,68013F-HRTimelineGroup
Waldron Private Wealth LLC21,097$1.96M0.08%+3,78913F-HRTimeline
GTS SECURITIES LLC21,057$1.95M0.07%new13F-HRTimeline
Curi Capital, LLC20,373$1.89M0.03%+513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,672$1.82M<0.01%-40813F-HRTimelineGroup
Signal Advisors Wealth, LLC19,116$1.77M0.12%-50813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC19,054$1.77M0.54%-2,77313F-HRTimeline
Centerpoint Advisory Group18,731$1.74M1.31%+2,19813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC18,412$1.71M<0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.18,323$1.66M0.11%-2,15913F-HRTimeline
Strategic Blueprint, LLC17,922$1.66M0.1%+1,20613F-HRTimeline
CFS Investment Advisory Services, LLC16,845$1.65M0.11%-43913F-HRTimeline
Ashton Thomas Private Wealth, LLC17,549$1.63M0.04%-1,69813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA17,838$1.62M0.05%-38813F-HRTimelineGroup
Ausdal Financial Partners, Inc.17,170$1.59M0.07%-1,38113F-HRTimeline
CWM, LLCin group CWM, LLC16,026$1.49M<0.01%+63413F-HRTimelineGroup
Spectrum Advisors, Inc.15,658$1.45M1.15%13F-HRTimeline
FMR LLCin group FMR LLC15,621$1.45M<0.01%+75113F-HRTimelineGroup
Heck Capital Advisors, LLC15,125$1.4M0.1%-2,13713F-HRTimeline
Venture Visionary Partners LLC15,047$1.39M0.05%+3013F-HRTimeline
Arcadia Wealth Management, LLC13,984$1.3M0.47%-45913F-HRTimeline
Triad Wealth Partners, LLC13,972$1.29M0.1%new13F-HRTimeline
Alpha Zero LLC13,925$1.29M0.65%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,761$1.28M<0.01%+2,84013F-HRTimelineGroup
Cresset Asset Management, LLC13,321$1.23M0.01%+8313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.13,246$1.23M<0.01%13F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC12,728$1.18M0.08%-1,91713F-HRTimeline
Decker Retirement Planning Inc.12,636$1.17M0.53%+43713F-HRTimeline
Claro Advisors Inc.12,353$1.14M0.14%+2,40813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,344$1.14M<0.01%-1,36613F-HRTimelineGroup
Foundations Investment Advisors, LLC12,268$1.14M0.01%+60413F-HRTimeline
Gateway Wealth Partners, LLC11,891$1.1M0.04%new13F-HRTimeline
FLP Wealth Management, LLC11,771$1.09M2.25%+1,10613F-HR/ATimeline
Centennial Advisors, LLC11,735$1.09M1.38%-24613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,933$1.01M0.01%+12213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.10,590$981K0.06%013F-HRTimeline
Prospera Financial Services Inc10,264$951K0.02%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,197$945K0.05%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,398$871K0.08%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,070$841K0.02%new13F-HRTimelineGroup
SMART Wealth LLC8,959$830K0.24%+22313F-HRTimeline
SCS Capital Management LLC8,851$820K0.01%013F-HRTimeline
Geneos Wealth Management Inc.8,597$797K0.02%-61713F-HRTimeline
Quantum Portfolio Management LLC8,355$774K0.34%-913F-HR/ATimeline
Smartleaf Asset Management LLC8,511$773K0.03%013F-HRTimeline
Mason & Associates Inc8,420$765K0.15%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,193$759K0.09%+6113F-HRTimeline
Farther Finance Advisors, LLC7,920$738K0.01%+29513F-HRTimeline
Merit Financial Group, LLC7,652$709K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,606$705K<0.01%+6,28613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,547$699K<0.01%+4613F-HRTimeline
Quantinno Capital Management LP7,323$679K<0.01%-13213F-HRTimeline
OneDigital Investment Advisors LLC7,154$663K0.01%+2213F-HRTimeline
Kelly Financial Services LLC7,096$658K0.16%-1,47713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,078$656K<0.01%+65213F-HRTimeline
Index Technologies Group LLC6,868$636K0.69%-613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,745$625K<0.01%new13F-HRTimelineGroup
Gibbs Wealth Management6,745$625K0.08%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,519$604K0.07%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,095$565K<0.01%-1,80013F-HRTimelineGroup
Networth Advisors, LLC5,849$542K0.38%-38613F-HRTimeline
GenWealth Group, Inc.5,836$541K0.09%013F-HRTimeline
Confluence Wealth Services, Inc.5,496$509K0.02%-42813F-HRTimeline
FSA Advisors, Inc.5,455$505K0.33%new13F-HRTimeline
Arvest Bank Trust Division5,372$498K0.03%new13F-HRTimeline
Rothschild Wealth LLC5,166$479K0.04%+2,89913F-HRTimeline
KFA Private Wealth Group, LLC5,137$476K0.11%+2,43413F-HRTimeline
Advyzon Investment Management, LLC5,044$467K0.04%-97113F-HRTimeline
Align Financial, LLC4,991$463K0.26%-423,35213F-HRTimeline
TOWER BRIDGE ADVISORS4,900$454K0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,850$446K<0.01%-2,70213F-HRTimelineGroup
MBL Wealth, LLC4,800$445K0.03%-20013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,754$441K<0.01%013F-HRTimelineGroup
Linden Thomas Advisory Services, LLC4,748$440K0.04%-16,30813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,591$425K<0.01%-12,36913F-HRTimelineGroup
SIMA Wealth Partners, LLC4,537$420K0.32%013F-HRTimeline
Leo Wealth, LLC4,452$413K0.03%-39813F-HRTimeline
Vantage Point Financial LLC4,407$408K0.14%-10913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,399$408K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,330$401K<0.01%-23413F-HRTimelineGroup
Laurel Wealth Advisors LLC3,900$397K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,214$391K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC4,167$386K0.08%-18113F-HRTimeline
MAI Capital Management4,066$377K<0.01%+19713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,003$371K<0.01%-75013F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL3,808$353K<0.01%+26513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,768$349K<0.01%-2,09413F-HRTimelineGroup
Pallas Capital Advisors LLC3,768$349K0.01%013F-HRTimeline
Yoder Wealth Management, Inc.3,741$347K0.16%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,676$341K0.02%+2,59913F-HRTimeline
BALLAST ADVISORS LLC3,606$334K0.1%013F-HR/ATimeline
Atria Investments, Inc3,584$332K<0.01%-1,15613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,540$328K0.07%+2213F-HRTimeline
Meridian Wealth Management, LLC3,517$326K0.01%-33413F-HRTimeline
OpenArc Corporate Advisory, LLC3,504$325K<0.01%new13F-HRTimeline
Legacy Edge Advisors, LLC3,422$317K0.03%+57413F-HRTimeline
Cyndeo Wealth Partners, LLC3,411$316K0.02%013F-HRTimeline
Composition Wealth, LLC3,402$315K<0.01%-2313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,395$315K0.01%-11913F-HRTimelineGroup
IEQ CAPITAL, LLC3,277$304K<0.01%013F-HRTimeline
Sigma Planning Corp3,108$288K0.01%-68213F-HRTimeline
Prosperity Consulting Group, LLC3,105$288K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,099$287K0.03%-4613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC3,086$286K0.01%013F-HRTimeline
EVOKE WEALTH, LLC3,082$286K0.01%+1013F-HRTimeline
DIVERSIFIED TRUST CO3,072$285K0.01%013F-HRTimeline
1832 Asset Management L.P.3,045$282K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,031$281K0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA3,017$280K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,934$272K0.03%new13F-HRTimeline
Argent Trust Co2,822$262K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,785$258K<0.01%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.2,744$254K<0.01%013F-HRTimeline
LifePlan Investment Advisors, Inc.2,723$252K0.1%-34113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,707$251K0.11%-44913F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC2,641$245K<0.01%-46013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,618$243K<0.01%+75513F-HRTimeline
LaSalle St. Investment Advisors, LLC2,570$238K0.03%new13F-HRTimeline
One Wealth Advisors, LLC2,556$237K0.03%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC2,540$235K0.01%013F-HRTimeline
Creative Planningin group Creative Planning2,485$230K<0.01%-35213F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,453$227K<0.01%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,418$224K<0.01%013F-HRTimelineGroup
Perennial Investment Advisors, LLC2,415$224K0.02%013F-HRTimeline
BLB&B Advisors, LLC2,387$221K0.01%013F-HRTimeline
Blue Trust, Inc.2,372$220K<0.01%-79413F-HRTimeline
Cordatus Wealth Management LLC2,352$218K0.05%013F-HRTimeline
MGO ONE SEVEN LLC2,303$213K<0.01%-15913F-HRTimeline