IWF ISHARES TR

STOK (fund)

2,290 managers (2,311 13F filers) reported a position in IWF shares at 2024-12-31, 200,497,366 shares in all. 135 filers opened a position and 61 filers sold out during the quarter.

Managers: 2,290
13F filers: 2,311
New: 135
Added: 684
Reduced: 771
Sold out: 61
Shares held by filers: 200,497,366

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Gemmer Asset Management LLC	896	$360K	0.04%	0	13F-HR Timeline
Tradewinds, LLC.	873	$359K	0.1%	new	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	890	$357K	0.01%	0	13F-HR Timeline
DRAVO BAY LLC	890	$357K	0.17%	new	13F-HR Timeline
First National Bank of Hutchinson	885	$355K	0.21%	-135	13F-HR Timeline
JGP Wealth Management, LLC	885	$355K	0.05%	0	13F-HR Timeline
Patton Albertson Miller Group, LLC	880	$353K	0.05%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	879	$353K	0.04%		13F-HR Timeline
Strategic Financial Partners, Ltd.	879	$353K	0.18%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	874	$351K	0.03%	0	13F-HR Timeline
Summit Investment Advisory Services, LLC	873	$351K	0.18%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	871	$350K	0.09%	+1	13F-HR Timeline
RB Capital Management, LLC	869	$349K	0.08%	+1	13F-HR Timeline
ABLE Financial Group, LLC	869	$349K	0.1%	0	13F-HR Timeline
Parcion Private Wealth LLC	865	$347K	0.03%	+95	13F-HR Timeline
SHUFRO ROSE & CO LLC	864	$347K	0.03%	0	13F-HR Timeline
EVERPAR ADVISORS LLC	862	$346K	0.17%	new	13F-HR Timeline
Roundview Capital LLC	860	$345K	0.02%	+94	13F-HR Timeline
Mayfair Advisory Group, LLC	859	$345K	0.2%	+124	13F-HR Timeline
Prepared Retirement Institute LLC	858	$344K	0.2%	+68	13F-HR Timeline
Invesco Ltd.in group Invesco Ltd.	852	$342K	<0.01%	new	13F-HR Timeline Group
Lakeshore Financial Planning, Inc.	851	$342K	0.15%	-31	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	846	$340K	0.03%	+84	13F-HR Timeline
Orion Capital Management LLC	846	$340K	0.15%	0	13F-HR Timeline
Wood Tarver Financial Group, LLC	846	$339K	0.11%		13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	844	$339K	0.02%	new	13F-HR Timeline
Shepherd Financial Partners LLC	844	$339K	0.04%	+1	13F-HR Timeline
SK Wealth Management, LLC	843	$338K	0.17%	0	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	842	$338K	0.08%	-6	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	841	$338K	0.1%	-48	13F-HR Timeline
Lokken Investment Group LLC	840	$337K	0.15%	0	13F-HR Timeline
EVOKE WEALTH, LLC	839	$337K	0.01%	new	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	838	$337K	0.04%	0	13F-HR Timeline
Millennium Capital Advisors, LLC	837	$336K	0.23%	0	13F-HR Timeline
Vertex Planning Partners, LLC	836	$336K	0.07%	+36	13F-HR Timeline
Goodwin Investment Advisory	836	$336K	0.18%	0	13F-HR Timeline
Main Street Research LLC	835	$335K	0.02%	+140	13F-HR Timeline
FOSTER & MOTLEY INC	835	$335K	0.02%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	833	$335K	0.11%		13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	815	$335K	0.12%	0	13F-HR Timeline
Cedar Wealth Management, LLC	832	$334K	0.12%	0	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	832	$334K	0.01%	-353	13F-HR Timeline
Sachetta, LLC	828	$333K	0.13%	+816	13F-HR Timeline
Janney Capital Management LLC	826	$332K	0.02%	0	13F-HR Timeline
Aspect Partners, LLC	825	$331K	0.19%	0	13F-HR Timeline
PRECEDENT WEALTH PARTNERS, LLC	825	$331K	0.11%	0	13F-HR Timeline
M3 Advisory Group, LLC	821	$330K	0.24%	0	13F-HR Timeline
Parker Investment Management, LLC	821	$330K	0.05%	0	13F-HR Timeline
Dentgroup LLC	816	$328K	0.25%	-6,052	13F-HR Timeline
First Bancorp, Inc /ME/	815	$327K	0.22%	0	13F-HR Timeline
MKT Advisors LLC	800	$326K	0.14%	+179	13F-HR Timeline
Range Financial Group LLC	810	$325K	0.15%	new	13F-HR Timeline
Columbia Asset Management	810	$325K	0.06%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	810	$325K	0.03%	+2	13F-HR Timeline
Prospect Financial Services LLC	809	$325K	0.18%	-7	13F-HR Timeline
Old Port Advisors	808	$324K	0.09%	-557	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	807	$324K	0.02%	-13	13F-HR Timeline
Tiller Private Wealth, Inc.	806	$324K	0.14%	0	13F-HR Timeline
GRANDFIELD & DODD, LLC	804	$323K	0.02%	0	13F-HR Timeline
MONTAG & CALDWELL, LLC	803	$322K	0.07%	new	13F-HR Timeline
High Net Worth Advisory Group LLC	803	$322K	0.09%	0	13F-HR Timeline
Edge Financial Advisors LLC	801	$322K	0.29%	0	13F-HR Timeline
Aspetuck Financial Management LLC	800	$321K	0.25%		13F-HR Timeline
Summa Corp.	798	$320K	0.16%	new	13F-HR Timeline
PURE PORTFOLIOS HOLDINGS LLC	797	$320K	0.12%	-4	13F-HR Timeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …	798	$320K	0.13%	-123	13F-HR Timeline Group
ACT WEALTH MANAGEMENT, LLC	796	$320K	0.15%	+171	13F-HR Timeline
LVW Advisors, LLC	796	$320K	0.04%	+207	13F-HR Timeline
Kaufman Rossin Wealth, LLC	795	$319K	0.33%		13F-HR Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	794	$319K	<0.01%	new	13F-HR Timeline Group
Litman Gregory Wealth Management LLC	791	$318K	0.03%	0	13F-HR Timeline
Astoria Portfolio Advisors LLC.	802	$317K	0.11%	+36	13F-HR Timeline
Bonfire Financial	789	$317K	0.29%		13F-HR Timeline
Sonora Investment Management Group, LLC	788	$316K	0.02%	0	13F-HR Timeline
Austin Asset Management Co Inc	788	$316K	0.06%	0	13F-HR Timeline
Rothschild Wealth LLC	784	$315K	0.09%	-17,085	13F-HR Timeline
Fairway Wealth LLC	784	$315K	0.14%	new	13F-HR Timeline
Fragasso Financial Advisors Inc	783	$314K	0.02%	+15	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	781	$314K	0.13%	-975	13F-HR Timeline
Generation Capital Management LLC	780	$313K	0.27%		13F-HR Timeline
FUTURE YOU WEALTH LLC	774	$311K	0.22%		13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	773	$310K	0.02%	0	13F-HR/A Timeline
BOSTON RESEARCH & MANAGEMENT INC	772	$310K	0.07%	0	13F-HR/A Timeline
LAKE STREET PRIVATE WEALTH, LLC	770	$309K	0.05%	-99	13F-HR Timeline
Emergent Wealth Advisors, LLC	769	$309K	0.22%	+1	13F-HR Timeline
Auxano Advisors, LLC	767	$308K	0.08%	-7	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	766	$308K	0.02%	+148	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	766	$308K	0.07%	-5	13F-HR Timeline
Certus Wealth Management, LLC	739	$305K	0.2%	0	13F-HR Timeline
MGB Wealth Management, LLC	750	$304K	0.09%	0	13F-HR Timeline
Hobbs Group Advisors, LLC	753	$302K	0.11%	0	13F-HR Timeline
BRAVE ASSET MANAGEMENT INC	752	$302K	0.1%	0	13F-HR Timeline
Legacy Bridge, LLC	750	$301K	0.16%	0	13F-HR Timeline
Creative Capital Management Investments…	750	$301K	0.13%	0	13F-HR Timeline
Granite Bay Wealth Management, LLC	750	$301K	0.11%	new	13F-HR Timeline
Aspire Growth Partners LLC	748	$300K	0.29%		13F-HR Timeline
Lion Street Advisors, LLC	745	$299K	0.1%	+2	13F-HR Timeline
Cornerstone Management, Inc.	743	$298K	0.06%	-35	13F-HR Timeline
AA Financial Advisors, LLC	741	$298K	0.08%	0	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	741	$298K	0.06%	0	13F-HR Timeline
Opulen Financial Group LLC	740	$297K	0.27%		13F-HR Timeline
Aurora Private Wealth, Inc.	740	$297K	0.22%	+1	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	790	$297K	0.03%	0	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	738	$296K	0.02%	0	13F-HR Timeline
Boston Common Asset Management, LLC	738	$296K	0.01%	0	13F-HR Timeline
Clean Yield Group	738	$296K	0.09%	-150	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	736	$296K	0.11%	new	13F-HR Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	727	$295K	<0.01%	0	13F-HR Timeline Group
Horizons Wealth Management	732	$294K	0.23%	0	13F-HR Timeline
RFG - Bristol Wealth Advisors, LLC	729	$293K	0.1%		13F-HR Timeline
Bigelow Investment Advisors, LLC	728	$292K	0.14%	-115	13F-HR Timeline
Heritage Family Offices, LLP	726	$292K	0.15%	-134	13F-HR Timeline
Avondale Wealth Management	725	$291K	0.19%	0	13F-HR Timeline
Buttonwood Financial Advisors Inc.	725	$291K	0.13%	0	13F-HR Timeline
Planning Center, Inc.	723	$290K	0.04%	-100	13F-HR Timeline
WINNACLE WEALTH LLC	721	$289K	0.29%		13F-HR Timeline
LaFleur & Godfrey LLC	720	$289K	0.04%	0	13F-HR/A Timeline
JIM SAULNIER & ASSOCIATES, LLC	719	$289K	0.25%	0	13F-HR Timeline
LexAurum Advisors, LLC	719	$289K	0.06%	new	13F-HR Timeline
TD Capital Management LLC	717	$288K	0.03%	0	13F-HR Timeline
L.M. KOHN & COMPANY	717	$288K	0.07%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	711	$287K	0.04%	0	13F-HR Timeline
WealthTrust Axiom LLC	714	$287K	0.09%	0	13F-HR Timeline
Ulland Investment Advisors, LLC	711	$286K	0.18%	-24	13F-HR Timeline
Morton Brown Family Wealth, LLC	712	$286K	0.1%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	708	$284K	0.04%	-6	13F-HR Timeline
Thoma Capital Management LLC	705	$283K	0.19%		13F-HR Timeline
Jacksonville Wealth Management, LLC	701	$282K	0.26%		13F-HR Timeline
Aldebaran Financial Inc.	694	$281K	0.33%	0	13F-HR Timeline
Sequent Asset Management, LLC	700	$281K	0.14%	0	13F-HR Timeline
Morse Asset Management, Inc	700	$281K	0.06%	0	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	696	$280K	0.01%	new	13F-HR Timeline
Stonebrook Private Inc.	694	$279K	0.07%	-248	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	692	$278K	0.04%	new	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	690	$277K	0.05%	0	13F-HR Timeline
Baugh & Associates, LLC	690	$277K	0.14%	-50	13F-HR Timeline
Oak Harvest Investment Services	687	$276K	0.04%	0	13F-HR Timeline
KELLEHER FINANCIAL ADVISORS	682	$274K	0.1%	+69	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	680	$273K	0.07%	+330	13F-HR Timeline
Aspen Investment Management Inc	680	$273K	0.13%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	679	$273K	0.04%	0	13F-HR Timeline
Strata Wealth Advisors, LLC	678	$272K	0.09%	0	13F-HR Timeline
Keystone Financial Group	677	$272K	0.03%	+3	13F-HR Timeline
Trust Co	675	$271K	0.03%	-32	13F-HR Timeline
Pacific Center for Financial Services	673	$270K	0.07%	0	13F-HR Timeline
Indie Asset Partners, LLC	672	$270K	0.21%	0	13F-HR Timeline
New Century Financial Group, LLC	661	$269K	0.11%	-26	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	670	$269K	0.02%	0	13F-HR/A Timeline
Robinswood Financial LLC	669	$269K	0.1%	+1	13F-HR Timeline
Standard Family Office LLC	668	$268K	0.32%	0	13F-HR Timeline
Golden State Wealth Management, LLC	667	$268K	0.04%		13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	667	$268K	0.06%	0	13F-HR Timeline
Cetera Trust Company, N.A	666	$267K	0.17%	0	13F-HR Timeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	711	$267K	0.18%	0	13F-HR Timeline
Objective Capital Management, LLC	663	$266K	0.18%	-4,732	13F-HR Timeline
Bowman & Co S.C.	661	$266K	0.14%	0	13F-HR Timeline
Flavin Financial Services, Inc.	659	$265K	0.25%		13F-HR/A Timeline
Canopy Partners, LLC	657	$264K	0.1%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	656	$264K	0.19%		13F-HR Timeline
Five Oceans Advisors	655	$263K	0.12%	-243	13F-HR Timeline
LongView Wealth Management	654	$262K	0.08%	-238	13F-HR Timeline
Eastover Investment Advisors LLC	652	$262K	0.12%	-130	13F-HR Timeline
Foster Group, Inc.	651	$262K	0.01%	-121	13F-HR Timeline
Security Financial Services, INC.	649	$261K	0.05%	0	13F-HR Timeline
M.E. ALLISON & CO., INC.	646	$259K	0.29%		13F-HR Timeline
HM PAYSON & CO	645	$259K	<0.01%	0	13F-HR Timeline
RVW Wealth, LLC	645	$259K	0.02%	-63	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	644	$259K	0.04%	+1	13F-HR Timeline
All Terrain Financial Advisors, LLC	643	$258K	0.1%	0	13F-HR Timeline
Fiduciary Group, LLC	641	$257K	0.03%	0	13F-HR Timeline
Investors Research Corp	640	$257K	0.06%	-24	13F-HR Timeline
Nova Wealth Management, Inc.	638	$256K	0.22%		13F-HR Timeline
Valtinson Bruner Financial Planning LLC	637	$256K	0.09%	0	13F-HR Timeline
Accel Wealth Management	637	$256K	0.1%	0	13F-HR Timeline
Global Assets Advisory, LLC	637	$255K	0.14%	-6	13F-HR Timeline
West Financial Advisors, LLC	635	$255K	0.05%	new	13F-HR Timeline
Householder Group Estate & Retirement S…	635	$255K	0.19%	-5,166	13F-HR Timeline
Opal Wealth Advisors, LLC	634	$255K	0.08%	new	13F-HR Timeline
DAVIDSON INVESTMENT ADVISORS	633	$254K	0.01%	-110	13F-HR Timeline
IFS Advisors, LLC	631	$253K	0.2%	-31	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	630	$253K	0.08%	0	13F-HR Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC	630	$253K	0.23%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	628	$252K	0.14%	+1	13F-HR Timeline
Advus Financial Partners, LLC	625	$251K	0.11%	0	13F-HR/A Timeline
Bay Rivers Group	624	$251K	0.12%	0	13F-HR Timeline
Powell Investment Advisors, LLC	624	$251K	0.12%	0	13F-HR Timeline
Register Financial Advisors LLC	624	$250K	0.13%	+24	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	623	$250K	0.09%	0	13F-HR Timeline
Callan Capital, LLC	622	$250K	0.02%	0	13F-HR Timeline
44 WEALTH MANAGEMENT LLC	620	$249K	0.1%	0	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	620	$249K	0.17%	-5	13F-HR Timeline
REDW Wealth LLC	619	$249K	0.09%	-736	13F-HR Timeline
Kelman-Lazarov, Inc.	619	$249K	0.04%	0	13F-HR Timeline
PHILADELPHIA TRUST CO	616	$247K	0.02%	0	13F-HR Timeline
RDA Financial Network	614	$247K	0.07%	+10	13F-HR Timeline
WOLFF WIESE MAGANA LLC	612	$246K	0.16%	0	13F-HR Timeline
Collaborative Wealth Managment Inc.	611	$245K	0.11%	-47	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	610	$245K	0.01%	0	13F-HR Timeline Group
Exchange Capital Management, Inc.	610	$245K	0.04%	0	13F-HR Timeline
TPG Advisors LLC	610	$245K	0.19%	0	13F-HR Timeline