ISHARES TR

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IWX·464289420·US·etf·Unknown - Unknown

RUS TP200 VL ETF

IWX (ISHARES TR) is held by 75 institutional investors as of Q1 2026. Largest holders: Envestnet Portfolio Solutions, Inc. ($583.4M), ENVESTNET ASSET MANAGEMENT INC ($247.8M), AE Wealth Management LLC ($102.2M). Net institutional sentiment: Mixed.

75

Holders

Avg rating(15 Elite)

$1.6B

Total Value

50% (78)

Fund Consensus

33 buying - 33 selling

Smart Money Verdict

View all

47Weak MomentumSingle Source

Institutional (13F)47

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IWX's score breaks down across 4 SEC sources

Holder Quality

15

★★★★★

Elite

25

★★★★

Strong

25

★★★

Solid

11

★★

Below

2

★

Weak

Held by 75 funds

15 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (75)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Envestnet Portfolio Solutions, Inc.	Decreased	6.3M(-0.6%)	$583.4M	3.2%	+54.43%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.7M(-13.3%)	$247.8M	0.1%	+10.09%	0
AE Wealth Management LLC	Increased	1.1M(+2.0%)	$102.2M	0.6%	+78.70%	43
Lido Advisors, LLC	Decreased	966,581(-0.7%)	$89.6M	0.3%	+30.50%	0
Clark Capital Management Group, Inc.	Decreased	673,500(-6.7%)	$62.4M	0.4%	+9.71%	0
LPL Financial LLC	Decreased	579,108(-9.6%)	$53.7M	0.0%	+11.67%	0
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	408,593(-96.7%)	$37.9M	2.3%	+49.09%	0
AMERIPRISE FINANCIAL INC	Decreased	383,852(-11.7%)	$35.6M	0.0%	+33.99%	0
UBS Group AG	Increased	353,100(+3.5%)	$32.7M	0.0%	+78.79%	30
OPOrion Porfolio Solutions, LLC	Decreased	282,468(-22.0%)	$26.2M	0.2%	+9.71%	0
JPMORGAN CHASE & CO	Increased	286,689(+9.7%)	$26M	0.0%	+27.05%	31
BANK OF AMERICA CORP /DE/	Increased	242,091(+2.0%)	$22.4M	0.0%	+28.26%	29
Cetera Investment Advisers	Decreased	239,314(-9.0%)	$22.2M	0.0%	+12.47%	0
WAWaverly Advisors, LLC	Increased	210,040(+2.1%)	$19.5M	0.1%	+29.82%	35
RAYMOND JAMES FINANCIAL INC	Increased	199,286(+46.5%)	$18.5M	0.0%	+19.44%	39
MORGAN STANLEY	Decreased	195,341(-22.6%)	$18.1M	0.0%	+27.22%	0
Private Advisor Group, LLC	Increased	182,516(+451.0%)	$16.9M	0.1%	+7.30%	46
Sanctuary Advisors, LLC	Increased	163,873(+10.1%)	$15.2M	0.1%	+31.84%	31
GOLDMAN SACHS GROUP INC	Decreased	155,579(-5.4%)	$14.4M	0.0%	+12.01%	0
TRUIST FINANCIAL CORP	Decreased	146,944(-18.3%)	$13.6M	0.0%	+85.23%	0

Showing 1-20 of 78

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer