Vault-13

ISHARES TR IWX

RUS TP200 VL ETF · ETP · CUSIP 464289420

265 institutional holders +12 vs Q1 2026
36,510,49736.5m shares reported held*
$3.8bnreported value*
35 new 74 added 87 reduced 21 sold out net sold ≈ $384.0m (-3.6m 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 ($915.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $105.11.

Trends to Q2 2026

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: 207Q3 25: 212Q4 25: 242Q1 26: 253Q2 26: 265265Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025212
Q4 2025242
Q1 2026253
Q2 2026265

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 82 bought or addedQ3 25: 81 cut or sold outQ4 25: 120 bought or addedQ4 25: 67 cut or sold outQ4 25Q1 26: 108 bought or addedQ1 26: 101 cut or sold outQ2 26: 109 bought or addedQ2 26: 108 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410353
Q4 20246997
Q1 202512867
Q2 202591105
Q3 20258281
Q4 202512067
Q1 2026108101
Q2 2026109108

Biggest buyers

Proficio Capital Partners LLC New +692,856+692.9k
Cambridge Investment Research Advisors, Inc. Added +91,316+91.3k
Sterling Capital Management LLC Added +79,687+79.7k
Wall Capital Group, Inc. New +78,088+78.1k
AE Wealth Management LLC Added +72,895+72.9k
Stratos Investment Management, LLC New +57,635+57.6k
Concurrent Investment Advisors, LLC New +44,866+44.9k
TWO SIGMA INVESTMENTS, LP New +39,500+39.5k
First Citizens Asset Management, Inc. Added +36,913+36.9k
Key Capital Management, INC Added +36,520+36.5k

Biggest sellers

FIRST CITIZENS BANK & TRUST CO Reduced -1,413,973-1.4m
Envestnet Portfolio Solutions, Inc. Reduced -1,388,302-1.4m
ENVESTNET ASSET MANAGEMENT INC Reduced -857,937-857.9k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -381,800-381.8k
Lloyd Advisory Services, LLC. Reduced -277,654-277.7k
GOLDMAN SACHS GROUP INC Reduced -139,044-139.0k
Clark Capital Management Group, Inc. Reduced -108,469-108.5k
LPL Financial LLC Reduced -95,793-95.8k
Orion Porfolio Solutions, LLC Reduced -65,279-65.3k
MML INVESTORS SERVICES, LLC Reduced -58,663-58.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 3.57% of their portfolio CHARLOTTE, NC 9,859,0219.9m $1.0bn $1.0bn 3.57% Reduced -381.8k -381,800
2 Envestnet Portfolio Solutions, Inc. 2.47% of their portfolio BERWYN, PA 4,907,3014.9m $516.1m $516.1m 2.47% Reduced -1.4m -1,388,302
3 FIRST CITIZENS BANK & TRUST CO 7.10% of their portfolio RALEIGH, NC 4,514,0614.5m $474.7m $474.7m 7.10% Reduced -1.4m -1,413,973
4 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,815,8461.8m $191.0m $191.0m 0.05% Reduced -857.9k -857,937
5 AE Wealth Management LLC 0.58% of their portfolio TOPEKA, KS 1,176,0031.2m $123.7m $123.7m 0.58% Added +72.9k +72,895
6 Lido Advisors, LLC 0.34% of their portfolio Los Angeles, CA 911,734911.7k $95.9m $95.9m 0.34% Reduced -54.8k -54,847
7 Proficio Capital Partners LLC 2.62% of their portfolio NEWTON, MA 692,856692.9k $72.9m $72.9m 2.62% New
8 Clark Capital Management Group, Inc. 0.32% of their portfolio PHILADELPHIA, PA 565,031565.0k $59.4m $59.4m 0.32% Reduced -108.5k -108,469
9 First Citizens Asset Management, Inc. 18.51% of their portfolio RALEIGH, NC 550,641550.6k $57.9m $57.9m 18.51% Added +36.9k +36,913
10 Richard P Slaughter Associates Inc 10.71% of their portfolio AUSTIN, TX 513,314513.3k $54.0m $54.0m 10.71% Added +24.8k +24,769
11 Wilmington Savings Fund Society, FSB 1.16% of their portfolio WILMINGTON, DE 492,332492.3k $51.8m $51.8m 1.16% Reduced -12.3k -12,316
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 483,315483.3k $50.8m $50.8m 0.01% Reduced -95.8k -95,793
13 SVB WEALTH LLC 3.17% of their portfolio BOSTON, MA 477,994478.0k $50.3m $50.3m 3.17% Added +18.0k +18,046
14 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 414,030414.0k $44.4m $44.4m 0.01% Added +30.2k +30,178
15 TIAA TRUST, NATIONAL ASSOCIATION 2.46% of their portfolio CHARLOTTE, NC 394,910394.9k $41.5m $41.5m 2.46% Reduced -13.7k -13,683
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 376,112376.1k $39.6m $39.6m 0.01% Added +23.0k +23,012
17 Kingdom Financial Group LLC. 8.73% of their portfolio PEORIA, AZ 324,849324.8k $34.2m $34.2m 8.73% Added +33.3k +33,294
18 Sterling Capital Management LLC 0.56% of their portfolio CHARLOTTE, NC 316,217316.2k $33.3m $33.3m 0.56% Added +79.7k +79,687
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 287,855287.9k $30.3m $30.3m 0.00% Added +1.2k +1,166
20 RTD Financial Advisors, Inc. 3.21% of their portfolio Philadelphia, PA 279,877279.9k $29.4m $29.4m 3.21% Added +9.9k +9,889
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 266,777266.8k $28.1m $28.1m 0.00% Added +24.7k +24,686
22 LifeWealth Investments, LLC 7.03% of their portfolio WINTER GARDEN, FL 249,969250.0k $26.3m $26.3m 7.03% Added +21.4k +21,414
23 JSF Financial, LLC 4.06% of their portfolio LOS ANGELES, CA 239,472239.5k $25.2m $25.2m 4.06% Reduced -40.3k -40,331
24 Compton Wealth Advisory Group, LLC 5.12% of their portfolio VIRGINIA BEACH, VA 239,223239.2k $25.3m $25.3m 5.12% Reduced -6.1k -6,079
25 Bryn Mawr Trust Advisors, LLC 1.09% of their portfolio PHILADELPHIA, PA 236,778236.8k $24.9m $24.9m 1.09% Reduced -5.7k -5,680
26 Orion Porfolio Solutions, LLC 0.17% of their portfolio OMAHA, NE 217,189217.2k $22.8m $22.8m 0.17% Reduced -65.3k -65,279
27 Waverly Advisors, LLC 0.13% of their portfolio BIRMINGHAM, AL 216,815216.8k $22.8m $22.8m 0.13% Added +6.8k +6,775
28 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 207,128207.1k $21.8m $21.8m 0.02% Reduced -32.2k -32,186
29 HOWARD BAILEY SECURITIES, LLC 7.95% of their portfolio FORT WAYNE, IN 201,456201.5k $21.2m $21.2m 7.95% Added +10.8k +10,772
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 200,112200.1k $21.0m $21.0m 0.00% Added +4.8k +4,771
31 KESTRA PRIVATE WEALTH SERVICES, LLC 0.21% of their portfolio AUSTIN, TX 181,611181.6k $19.1m $19.1m 0.21% Reduced -963 -963
32 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 179,280179.3k $18.9m $18.9m 0.09% Reduced -3.2k -3,236
33 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 177,720177.7k $18.7m $18.7m 0.02% Added +91.3k +91,316
34 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 176,522176.5k $18.6m $18.6m 0.01% Reduced -22.8k -22,764
35 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 174,263174.3k $18.3m $18.3m 0.05% Reduced -10.0k -9,979
36 Sanctuary Advisors, LLC 0.08% of their portfolio INDIANAPOLIS, IN 164,385164.4k $17.3m $17.3m 0.08% Added +512 +512
37 Arkadios Wealth Advisors 0.24% of their portfolio ATLANTA, GA 148,157148.2k $15.6m $15.6m 0.24% Added +1.9k +1,886
38 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 142,144142.1k $14.9m $14.9m 0.02% Reduced -4.8k -4,800
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 135,545135.5k $14.3m $14.3m 0.00% Added +208 +208
40 One Capital Management, LLC 0.35% of their portfolio WESTLAKE VILLAGE, CA 133,890133.9k $12.4m $12.4m 0.35% Unchanged
41 Horst & Graben Wealth Management LLC 1.87% of their portfolio PORTLAND, OR 133,886133.9k $14.2m $14.2m 1.87% Added +2.7k +2,706
42 Montgomery Financial Services LLC 12.07% of their portfolio OCEAN CITY, MD 132,081132.1k $13.9m $13.9m 12.07% First filing
43 PRINCIPAL SECURITIES, INC. 0.17% of their portfolio DES MOINES, IA 131,189131.2k $13.8m $13.8m 0.17% Reduced -52.0k -52,004
44 Key Capital Management, INC 6.97% of their portfolio HENDERSONVILLE, TN 37075, TN 128,769128.8k $13.5m $13.5m 6.97% Added +36.5k +36,520
45 Simplicity Wealth,LLC 0.41% of their portfolio SUMMIT, NJ 116,634116.6k $12.3m $12.3m 0.41% Added +8.3k +8,300
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 105,799105.8k $11.1m $11.1m 0.00% Reduced -13.7k -13,683
47 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 84,97785.0k $8.9m $8.9m 0.01% Reduced -15.8k -15,753
48 Wall Capital Group, Inc. 6.72% of their portfolio PHOENIX, AZ 78,08878.1k $8.2m $8.2m 6.72% New
49 GTS FINANCIAL, LLC 4.62% of their portfolio BLOOMINGTON, MN 75,27175.3k $6.3m $6.3m 4.62% Added +5.8k +5,765
50 Veridan Wealth LLC 2.36% of their portfolio WEST LINN, OR 64,26264.3k $6.8m $6.8m 2.36% Reduced -3.0k -3,035
51 Legacy Advisory Services, LLC 4.70% of their portfolio Exton, PA 63,55363.6k $6.7m $6.7m 4.70% Added +662 +662
52 GLOBALT Investments LLC / GA 0.22% of their portfolio Atlanta, GA 62,61162.6k $6.6m $6.6m 0.22% Reduced -1.0k -1,013
53 Mariner, LLC 0.01% of their portfolio Overland Park, KS 62,09562.1k $6.5m $6.5m 0.01% Added +20.4k +20,362
54 Stratos Investment Management, LLC 0.22% of their portfolio BEACHWOOD, OH 57,63557.6k $6.1m $6.1m 0.22% New
55 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 55,95056.0k $5.9m $5.9m 0.03% Added +3.4k +3,400
56 Csenge Advisory Group 0.23% of their portfolio CLEARWATER, FL 52,90152.9k $5.6m $5.6m 0.23% Reduced -225 -225
57 MATTERS CAPITAL LLC 3.84% of their portfolio MIAMI, FL 52,22352.2k $5.5m $5.5m 3.84% Added +20 +20
58 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 51,67551.7k $5.4m $5.4m 0.01% Reduced -2.8k -2,751
59 FIRST AMERICAN TRUST, FSB 0.32% of their portfolio SANTA ANA, CA 51,11551.1k $5.4m $5.4m 0.32% Reduced -7.4k -7,429
60 HARBOR INVESTMENT ADVISORY, LLC 0.37% of their portfolio LUTHERVILLE, MD 50,41250.4k $5.3m $5.3m 0.37% Added +76 +76
61 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 49,06549.1k $5.2m $5.2m 0.01% Reduced -58.7k -58,663
62 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 48,57548.6k $5.1m $5.1m 0.01% Reduced -4.4k -4,437
63 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 44,86644.9k $4.7m $4.7m 0.04% New
64 Compound Planning, Inc. 0.12% of their portfolio NEW YORK, NY 43,75843.8k $4.6m $4.6m 0.12% Reduced -3.3k -3,260
65 OPPENHEIMER & CO INC 0.05% of their portfolio NEW YORK, NY 41,65841.7k $4.4m $4.4m 0.05% Reduced -74 -74
66 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 39,50039.5k $4.2m $4.2m 0.00% New
67 Fifth Third Wealth Advisors LLC 0.11% of their portfolio Cincinnati, OH 37,56537.6k $4.0m $4.0m 0.11% Added +3.4k +3,390
68 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 36,14736.1k $3.8m $3.8m 0.00% Added +2.2k +2,218
69 Stratos Wealth Advisors, LLC 0.19% of their portfolio BEACHWOOD, OH 33,48833.5k $3.5m $3.5m 0.19% Added +658 +658
70 GRANVILLE CAPITAL, INC. 1.45% of their portfolio GREENSBORO, NC 30,77830.8k $3.2m $3.2m 1.45% Unchanged
71 SOA Wealth Advisors, LLC. 0.53% of their portfolio NEW YORK, NY 30,13230.1k $3.2m $3.2m 0.53% Reduced -2.0k -1,977
72 FWG Investments, LLC. 1.66% of their portfolio LEXINGTON, KY 29,84029.8k $3.1m $3.1m 1.66% Added +411 +411
73 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 29,00429.0k $3.1m $3.1m 0.00% Added +3.1k +3,056
74 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 27,98328.0k $2.9m $2.9m 0.02% New
75 World Investment Advisors 0.05% of their portfolio LINCROFT, NJ 27,68427.7k $2.8m $2.8m 0.05% Reduced -9.5k -9,457
76 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 24,84024.8k $2.6m $2.6m 0.00% Added +2.7k +2,744
77 Quest 10 Wealth Builders, Inc. 2.01% of their portfolio Fuquay-Varina, VA 24,63224.6k $2.6m $2.6m 2.01% Added +2.6k +2,560
78 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 22,50922.5k $2.4m $2.4m 0.00% Added +14.9k +14,903
79 Global Wealth Management Investment Advisory, Inc. 0.33% of their portfolio FORT LAUDERDALE, FL 22,03022.0k $2.3m $2.3m 0.33% Added +324 +324
80 Waldron Private Wealth LLC 0.08% of their portfolio BRIDGEVILLE, PA 21,09721.1k $2.2m $2.2m 0.08% Unchanged
81 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 20,03320.0k $2.1m $2.1m 0.02% Added +12.1k +12,113
82 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,82019.8k $2.1m $2.1m 0.00% Added +148 +148
83 Centerpoint Advisory Group 1.32% of their portfolio Overland Park, KS 19,81519.8k $2.1m $2.1m 1.32% Added +1.1k +1,084
84 Signal Advisors Wealth, LLC 0.10% of their portfolio DETROIT, MI 18,22718.2k $1.9m $1.9m 0.10% Reduced -889 -889
85 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 18,03818.0k $1.9m $1.9m 0.09% Added +116 +116
86 FIRST NATIONAL BANK OF OMAHA 0.05% of their portfolio OMAHA, NE 17,83817.8k $1.9m $1.9m 0.05% Unchanged
87 B.O.S.S. Retirement Advisors, LLC 0.50% of their portfolio Lehi, UT 17,78417.8k $1.9m $1.9m 0.50% Reduced -1.3k -1,270
88 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 17,44417.4k $1.8m $1.8m 0.00% Reduced -968 -968
89 FMR LLC 0.00% of their portfolio BOSTON, MA 16,79416.8k $1.8m $1.8m 0.00% Added +1.2k +1,173
90 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,53516.5k $1.7m $1.7m 0.00% Reduced -139.0k -139,044
91 Ausdal Financial Partners, Inc. 0.07% of their portfolio Davenport, IA 15,83115.8k $1.7m $1.7m 0.07% Reduced -1.3k -1,339
92 CFS Investment Advisory Services, LLC 0.11% of their portfolio TOTOWA, NJ 15,74815.7k $1.7m $1.7m 0.11% Reduced -1.1k -1,097
93 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 15,49715.5k $1.6m $1.6m 0.00% New
94 Venture Visionary Partners LLC 0.04% of their portfolio Sylvania, OH 15,15915.2k $1.6m $1.6m 0.04% Added +112 +112
95 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 14,95215.0k $1.6m $1.6m 0.01% Added +4.0k +4,019
96 FLP Wealth Management, LLC 2.66% of their portfolio BENTONVILLE, AR 14,23814.2k $1.5m $1.5m 2.66% Added +2.5k +2,467
97 Arcadia Wealth Management, LLC 0.46% of their portfolio Manchester, NH 13,95614.0k $1.5m $1.5m 0.46% Reduced -28 -28
98 Alpha Zero LLC 0.57% of their portfolio BOCA RATON, FL 13,92513.9k $1.5m $1.5m 0.57% Unchanged
99 Lloyd Advisory Services, LLC. 0.57% of their portfolio SUWANEE, GA 13,90113.9k $1.5m $1.5m 0.57% Reduced -277.7k -277,654
100 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 13,77813.8k $1.4m $1.4m 0.03% Reduced -3.8k -3,771