Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / RUS TP200 VL ETF
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
93,633
-
Shares change
-
-5,545
-
Total reported value, excl. options
-
$6,570,229
-
Value change
-
-$389,093
-
Number of sells
-
-1
-
Price
-
$70.17
Significant Holders of ISHARES TR - RUS TP200 VL ETF (IWX) as of Q4 2023
3 filings reported holding IWX - ISHARES TR - RUS TP200 VL ETF as of Q4 2023.
ISHARES TR - RUS TP200 VL ETF (IWX) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 93,633 shares
.
Largest 10 shareholders include TIAA TRUST, NATIONAL ASSOCIATION (8,949,139 shares), Envestnet Portfolio Solutions, Inc. (6,116,124 shares), FIRST CITIZENS BANK & TRUST CO (5,733,895 shares), AE Wealth Management LLC (1,869,333 shares), First Citizens Asset Management, Inc. (693,005 shares), Pegasus Partners Ltd. (637,052 shares), TRUIST FINANCIAL CORP (440,481 shares), UBS Group AG (289,456 shares), Compton Wealth Advisory Group, LLC (249,330 shares), and SVB WEALTH LLC (245,534 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.