Vault-13

ISHARES TR IWX

RUS TP200 VL ETF · ETP · CUSIP 464289420

207 institutional holders -14 vs Q1 2025
36,187,35236.2m shares reported held*
$3.0bnreported value*
26 new 65 added 66 reduced 39 sold out net sold ≈ $329.0m (-3.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($175.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $84.18.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 118Q4 22: 132Q1 23: 123Q2 23: 131Q3 23: 135Q4 23: 146Q1 24: 145Q2 24: 157Q3 24: 196Q4 24: 186Q1 25: 221Q2 25: 207207Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022118
Q4 2022132
Q1 2023123
Q2 2023131
Q3 2023135
Q4 2023146
Q1 2024145
Q2 2024157
Q3 2024196
Q4 2024186
Q1 2025221
Q2 2025207

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 49 bought or addedQ3 23: 47 cut or sold outQ4 23: 50 bought or addedQ4 23: 55 cut or sold outQ4 23Q1 24: 59 bought or addedQ1 24: 58 cut or sold outQ2 24: 62 bought or addedQ2 24: 68 cut or sold outQ2 24Q3 24: 103 bought or addedQ3 24: 53 cut or sold outQ4 24: 69 bought or addedQ4 24: 97 cut or sold outQ4 24Q1 25: 128 bought or addedQ1 25: 67 cut or sold outQ2 25: 91 bought or addedQ2 25: 105 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234947
Q4 20235055
Q1 20245958
Q2 20246268
Q3 202410353
Q4 20246997
Q1 202512867
Q2 202591105

Biggest buyers

TIAA TRUST, NATIONAL ASSOCIATION Added +1,472,920+1.5m
SVB WEALTH LLC New +532,559+532.6k
FIRST CITIZENS BANK & TRUST CO Added +365,856+365.9k
Envestnet Portfolio Solutions, Inc. Added +297,060+297.1k
OSAIC HOLDINGS, INC. Added +113,677+113.7k
ROYAL BANK OF CANADA Added +94,417+94.4k
Richard P Slaughter Associates Inc Added +92,112+92.1k
Simplicity Wealth,LLC Added +84,639+84.6k
LifeWealth Investments, LLC Added +60,037+60.0k
Wilmington Savings Fund Society, FSB Added +50,158+50.2k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -4,005,856-4.0m
Clark Capital Management Group, Inc. Sold out -1,250,520-1.3m
Orion Porfolio Solutions, LLC Sold out -553,731-553.7k
LPL Financial LLC Reduced -545,315-545.3k
Cetera Investment Advisers Reduced -300,846-300.8k
SigFig Wealth Management, LLC Sold out -70,194-70.2k
Kingdom Financial Group LLC. Reduced -66,853-66.9k
MML INVESTORS SERVICES, LLC Reduced -66,042-66.0k
AMERIPRISE FINANCIAL INC Reduced -57,045-57.0k
Centennial Wealth Advisory LLC Sold out -54,691-54.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA TRUST, NATIONAL ASSOCIATION 2.77% of their portfolio CHARLOTTE, NC 12,631,29312.6m $1.1bn $1.1bn 2.77% Added +1.5m +1,472,920
2 Envestnet Portfolio Solutions, Inc. 2.03% of their portfolio BERWYN, PA 6,568,2506.6m $553.0m $553.0m 2.03% Added +297.1k +297,060
3 FIRST CITIZENS BANK & TRUST CO 9.46% of their portfolio RALEIGH, NC 6,207,9396.2m $522.6m $522.6m 9.46% Added +365.9k +365,856
4 AE Wealth Management LLC 0.63% of their portfolio TOPEKA, KS 1,017,4001.0m $85.7m $85.7m 0.63% Added +5.8k +5,763
5 Lido Advisors, LLC 0.44% of their portfolio Los Angeles, CA 999,539999.5k $84.2m $84.2m 0.44% Reduced -36.7k -36,690
6 SVB WEALTH LLC 2.40% of their portfolio BOSTON, MA 532,559532.6k $44.8m $44.8m 2.40% New
7 First Citizens Asset Management, Inc. 15.36% of their portfolio RALEIGH, NC 514,537514.5k $43.3m $43.3m 15.36% Added +27.5k +27,525
8 Richard P Slaughter Associates Inc 8.74% of their portfolio AUSTIN, TX 509,205509.2k $42.9m $42.9m 8.74% Added +92.1k +92,112
9 Wilmington Savings Fund Society, FSB 0.71% of their portfolio WILMINGTON, DE 471,432471.4k $39.7m $39.7m 0.71% Added +50.2k +50,158
10 LifeWealth Investments, LLC 4.62% of their portfolio WINTER GARDEN, FL 319,808319.8k $26.9m $26.9m 4.62% Added +60.0k +60,037
11 UBS Group AG 0.01% of their portfolio ZURICH, V8 303,263303.3k $25.5m $25.5m 0.01% Added +1.0k +1,039
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 298,492298.5k $25.1m $25.1m 0.01% Reduced -57.0k -57,045
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 274,444274.4k $23.1m $23.1m 0.00% Added +21.4k +21,382
14 JSF Financial, LLC 5.14% of their portfolio LOS ANGELES, CA 256,923256.9k $21.6m $21.6m 5.14% Added +2.6k +2,625
15 Compton Wealth Advisory Group, LLC 5.28% of their portfolio VIRGINIA BEACH, VA 247,717247.7k $20.9m $20.9m 5.28% Added +1.2k +1,237
16 Sterling Capital Management LLC 0.29% of their portfolio CHARLOTTE, NC 238,514238.5k $20.1m $20.1m 0.29% Added +324 +324
17 Bryn Mawr Trust Advisors, LLC 1.02% of their portfolio PHILADELPHIA, PA 221,662221.7k $18.7m $18.7m 1.02% Added +31.2k +31,227
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 208,398208.4k $17.5m $17.5m 0.00% Reduced -16.9k -16,945
19 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 203,661203.7k $17.1m $17.1m 0.02% Reduced -28.2k -28,248
20 Waverly Advisors, LLC 0.19% of their portfolio BIRMINGHAM, AL 203,059203.1k $17.1m $17.1m 0.19% Reduced -1.2k -1,178
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 199,270199.3k $16.8m $16.8m 0.00% Added +94.4k +94,417
22 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 186,379186.4k $15.7m $15.7m 0.02% Reduced -668 -668
23 Simplicity Wealth,LLC 0.64% of their portfolio SUMMIT, NJ 183,593183.6k $15.5m $15.5m 0.64% Added +84.6k +84,639
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 181,516181.5k $15.3m $15.3m 0.00% Reduced -11.1k -11,072
25 HOWARD BAILEY SECURITIES, LLC 4.48% of their portfolio FORT WAYNE, IN 172,528172.5k $14.5m $14.5m 4.48% Added +4.0k +3,968
26 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 169,485169.5k $14.3m $14.3m 0.07% Reduced -871 -871
27 KESTRA PRIVATE WEALTH SERVICES, LLC 0.20% of their portfolio AUSTIN, TX 168,732168.7k $14.2m $14.2m 0.20% Added +15.0k +15,045
28 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 157,228157.2k $13.2m $13.2m 0.08% Added +7.8k +7,846
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 135,957136.0k $11.4m $11.4m 0.00% Reduced -4.6k -4,598
30 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 129,255129.3k $10.6m $10.6m 0.02% Added +113.7k +113,677
31 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 118,934118.9k $10.0m $10.0m 0.00% Added +16.5k +16,511
32 Horst & Graben Wealth Management LLC 1.64% of their portfolio PORTLAND, OR 117,978118.0k $9.9m $9.9m 1.64% Reduced -1.5k -1,471
33 Kingdom Financial Group LLC. 6.39% of their portfolio PEORIA, AZ 86,94286.9k $7.3m $7.3m 6.39% Reduced -66.9k -66,853
34 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 79,51479.5k $6.7m $6.7m 0.00% Reduced -545.3k -545,315
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 79,48979.5k $6.7m $6.7m 0.00% Reduced -4.0m -4,005,856
36 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 75,17875.2k $6.3m $6.3m 0.02% Added +4.8k +4,808
37 B.O.S.S. Retirement Advisors, LLC 1.44% of their portfolio Lehi, UT 68,07568.1k $5.7m $5.7m 1.44% Reduced -2.5k -2,484
38 Legacy Advisory Services, LLC 4.48% of their portfolio Exton, PA 67,16267.2k $5.7m $5.7m 4.48% Reduced -1.6k -1,609
39 GLOBALT Investments LLC / GA 0.22% of their portfolio Atlanta, GA 66,88266.9k $5.6m $5.6m 0.22% Reduced -770 -770
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 60,82660.8k $5.1m $5.1m 0.01% Added +37.1k +37,111
41 Csenge Advisory Group 0.24% of their portfolio CLEARWATER, FL 55,77855.8k $4.6m $4.6m 0.24% Reduced -116 -116
42 Mariner, LLC 0.01% of their portfolio Overland Park, KS 53,59753.6k $4.5m $4.5m 0.01% Added +19.7k +19,651
43 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 51,55651.6k $4.3m $4.3m 0.01% Reduced -66.0k -66,042
44 HARBOR INVESTMENT ADVISORY, LLC 0.38% of their portfolio LUTHERVILLE, MD 50,18050.2k $4.2m $4.2m 0.38% Unchanged
45 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 43,86243.9k $3.7m $3.7m 0.01% Reduced -300.8k -300,846
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 40,67640.7k $3.4m $3.4m 0.00% Added +20.6k +20,650
47 OPPENHEIMER & CO INC 0.04% of their portfolio NEW YORK, NY 37,52537.5k $3.2m $3.2m 0.04% Added +1.2k +1,154
48 SOA Wealth Advisors, LLC. 0.54% of their portfolio NEW YORK, NY 33,87233.9k $2.9m $2.9m 0.54% Reduced -3.9k -3,911
49 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 31,50431.5k $2.7m $2.7m 0.03% Reduced -10.5k -10,452
50 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 31,00031.0k $2.6m $2.6m 0.00% New
51 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 29,99430.0k $2.5m $2.5m 0.00% Reduced -47.2k -47,222
52 FWG Investments, LLC. 1.81% of their portfolio LEXINGTON, KY 28,36028.4k $2.4m $2.4m 1.81% Reduced -628 -628
53 Ashton Thomas Private Wealth, LLC 0.08% of their portfolio SCOTTSDALE, AZ 25,74025.7k $2.2m $2.2m 0.08% New
54 Global Wealth Management Investment Advisory, Inc. 0.38% of their portfolio FORT LAUDERDALE, FL 24,30924.3k $2.0m $2.0m 0.38% Reduced -858 -858
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 23,22323.2k $2.0m $2.0m 0.00% Reduced -5.3k -5,337
56 Prime Buchholz LLC 0.61% of their portfolio PORTSMOUTH, NH 22,78022.8k $1.9m $1.9m 0.61% Unchanged
57 COUNTRY CLUB BANK 0.11% of their portfolio KANSAS CITY, MO 19,99620.0k $1.7m $1.7m 0.11% Reduced -842 -842
58 Quest 10 Wealth Builders, Inc. 1.54% of their portfolio Fuquay-Varina, VA 18,76018.8k $1.6m $1.6m 1.54% Added +12 +12
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,69418.7k $1.6m $1.6m 0.00% Reduced -38.4k -38,448
60 CFS Investment Advisory Services, LLC 0.12% of their portfolio TOTOWA, NJ 17,70517.7k $1.5m $1.5m 0.12% Reduced -6.0k -6,035
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,51017.5k $1.5m $1.5m 0.00% New
62 Fifth Third Wealth Advisors LLC 0.06% of their portfolio Cincinnati, OH 17,48317.5k $1.5m $1.5m 0.06% Added +2.6k +2,636
63 Waldron Private Wealth LLC 0.06% of their portfolio BRIDGEVILLE, PA 17,30817.3k $1.5m $1.5m 0.06% Unchanged
64 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 17,00517.0k $1.4m $1.4m 0.01% New
65 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 16,53716.5k $1.4m $1.4m 0.00% Added +789 +789
66 Strategic Blueprint, LLC 0.07% of their portfolio ATLANTA, GA 16,24716.2k $1.4m $1.4m 0.07% Added +1.3k +1,258
67 FIDELIS CAPITAL PARTNERS, LLC 0.12% of their portfolio TAMPA, FL 15,67815.7k $1.3m $1.3m 0.12% Reduced -1.2k -1,210
68 Arcadia Wealth Management, LLC 0.58% of their portfolio Manchester, NH 15,67215.7k $1.3m $1.3m 0.58% Reduced -840 -840
69 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,58415.6k $1.3m $1.3m 0.00% Added +290 +290
70 Venture Visionary Partners LLC 0.05% of their portfolio Sylvania, OH 14,94914.9k $1.3m $1.3m 0.05% Added +36 +36
71 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 14,18714.2k $1.2m $1.2m 0.02% Reduced -348 -348
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 14,06114.1k $1.2m $1.2m 0.00% Unchanged
73 Alpha Zero LLC 0.76% of their portfolio BOCA RATON, FL 13,92513.9k $1.2m $1.2m 0.76% Unchanged
74 McKinley Carter Wealth Services, Inc. 0.06% of their portfolio WHEELING, WV 13,80913.8k $1.2m $1.2m 0.06% Added +2.2k +2,169
75 Heck Capital Advisors, LLC 0.10% of their portfolio Rhinelander, WI 13,36613.4k $1.1m $1.1m 0.10% Added +8.0k +8,007
76 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 13,26413.3k $1.1m $1.1m 0.00% Added +2.7k +2,654
77 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 12,07112.1k $1.0m $1.0m 0.07% Added +328 +328
78 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 11,97312.0k $1.0m $1.0m 0.01% Reduced -3.8k -3,780
79 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 11,20311.2k $943.2k $943.2k 0.00% Reduced -487 -487
80 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 10,85510.9k $914.2k $914.2k 0.01% Added +189 +189
81 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 10,56410.6k $889.4k $889.4k 0.02% Added +2.0k +2,002
82 Centerpoint Advisory Group 0.76% of their portfolio Overland Park, KS 10,38410.4k $874.2k $874.2k 0.76% Added +2.2k +2,179
83 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,31110.3k $868.1k $868.1k 0.00% Added +7.0k +6,988
84 Transce3nd, LLC 0.36% of their portfolio BUDA, TX 10,24610.2k $862.6k $862.6k 0.36% Added +966 +966
85 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 10,22010.2k $860.4k $860.4k 0.00% Unchanged
86 Signal Advisors Wealth, LLC 0.07% of their portfolio DETROIT, MI 10,15110.2k $854.6k $854.6k 0.07% Reduced -3.8k -3,829
87 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 9,8009.8k $825.1k $825.1k 0.00% New
88 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 9,7339.7k $819.4k $819.4k 0.01% New
89 FMR LLC 0.00% of their portfolio BOSTON, MA 9,4579.5k $796.2k $796.2k 0.00% Reduced -1.1k -1,077
90 Kohmann Bosshard Financial Services, LLC 0.09% of their portfolio FAIRLAWN, OH 9,3989.4k $791.2k $791.2k 0.09% Unchanged
91 Decker Retirement Planning Inc. 0.46% of their portfolio LEVI, UT 9,3539.4k $787.4k $787.4k 0.46% Reduced -130 -130
92 Lloyd Advisory Services, LLC. 0.36% of their portfolio SUWANEE, GA 8,8598.9k $745.9k $745.9k 0.36% Added +68 +68
93 SCS Capital Management LLC 0.01% of their portfolio BOSTON, MA 8,8518.9k $745.2k $745.2k 0.01% Unchanged
94 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 8,5118.5k $714.2k $714.2k 0.06% Reduced -989 -989
95 VICTORY FINANCIAL GROUP, LLC 0.11% of their portfolio AUSTIN, TX 8,4578.5k $712.0k $712.0k 0.11% Unchanged
96 Mason & Associates Inc 0.16% of their portfolio LOS ANGELES, CA 8,4208.4k $708.9k $708.9k 0.16% Unchanged
97 Claro Advisors Inc. 0.12% of their portfolio BOSTON, MA 8,3888.4k $706.2k $706.2k 0.12% Added +3.2k +3,241
98 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 8,2798.3k $697.0k $697.0k 0.01% Added +882 +882
99 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,9227.9k $666.0k $666.0k 0.00% New
100 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6917.7k $647.5k $647.5k 0.00% Unchanged