IWF ISHARES TR

STOK (fund)

2,202 managers (2,222 13F filers) reported a position in IWF shares at 2025-03-31, 202,646,058 shares in all. 89 filers opened a position and 153 filers sold out during the quarter.

Managers: 2,202
13F filers: 2,222
New: 89
Added: 628
Reduced: 929
Sold out: 153
Shares held by filers: 202,646,058

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RB Capital Management, LLC	870	$314K	0.08%	+1	13F-HR Timeline
Balboa Wealth Partners	868	$314K	0.08%	-33	13F-HR Timeline
Parcion Private Wealth LLC	865	$312K	0.03%	0	13F-HR Timeline
SHUFRO ROSE & CO LLC	864	$312K	0.02%	0	13F-HR Timeline
Rossby Financial, LCC	846	$309K	0.13%	new	13F-HR Timeline
JGP Wealth Management, LLC	853	$308K	0.04%	-32	13F-HR Timeline
Invesco Ltd.in group Invesco Ltd.	852	$308K	<0.01%	0	13F-HR Timeline Group
Prestige Wealth Management Group LLC	847	$306K	0.07%	-266	13F-HR/A Timeline
Wood Tarver Financial Group, LLC	846	$305K	0.1%	0	13F-HR Timeline
Lokken Investment Group LLC	846	$305K	0.13%	+6	13F-HR Timeline
Orion Capital Management LLC	846	$305K	0.13%	0	13F-HR Timeline
McCarthy & Cox	846	$305K	0.13%	-83	13F-HR Timeline
Shepherd Financial Partners LLC	844	$305K	0.04%	0	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	841	$304K	0.08%	0	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	839	$303K	0.07%	-3	13F-HR Timeline
EVOKE WEALTH, LLC	839	$303K	0.01%	0	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	838	$303K	0.04%	0	13F-HR Timeline
FOSTER & MOTLEY INC	835	$302K	0.02%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	834	$301K	0.1%	+1	13F-HR Timeline
DSM CAPITAL PARTNERS LLC	833	$301K	0.01%	-33,378	13F-HR Timeline
Cedar Wealth Management, LLC	832	$301K	0.11%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	832	$301K	0.08%	-39	13F-HR Timeline
MKT Advisors LLC	914	$298K	0.14%	+114	13F-HR Timeline
Aspect Partners, LLC	825	$298K	0.17%	0	13F-HR Timeline
M3 Advisory Group, LLC	822	$297K	0.23%	+1	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	790	$297K	0.03%	0	13F-HR Timeline
Parker Investment Management, LLC	821	$296K	0.05%	0	13F-HR Timeline
Rothschild Wealth LLC	816	$295K	0.08%	+32	13F-HR Timeline
Scarborough Advisors, LLC	815	$294K	0.04%	-257	13F-HR Timeline
First Bancorp, Inc /ME/	815	$294K	0.19%	0	13F-HR Timeline
Range Financial Group LLC	810	$292K	0.13%	0	13F-HR Timeline
Prospect Financial Services LLC	809	$292K	0.16%	0	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	807	$291K	0.02%	0	13F-HR Timeline
Tiller Private Wealth, Inc.	806	$291K	0.12%	0	13F-HR Timeline
Roundview Capital LLC	804	$290K	0.02%	-56	13F-HR Timeline
High Net Worth Advisory Group LLC	803	$290K	0.08%	0	13F-HR Timeline
Vertex Planning Partners, LLC	800	$289K	0.06%	-36	13F-HR Timeline
Aspetuck Financial Management LLC	800	$289K	0.25%	0	13F-HR Timeline
Certus Wealth Management, LLC	739	$289K	0.2%	0	13F-HR Timeline
New England Professional Planning Group…	798	$288K	0.14%	+214	13F-HR Timeline
Summa Corp.	798	$288K	0.17%	0	13F-HR Timeline
ACT WEALTH MANAGEMENT, LLC	796	$288K	0.13%	0	13F-HR Timeline
LVW Advisors, LLC	796	$288K	0.03%	0	13F-HR Timeline
Kaufman Rossin Wealth, LLC	795	$287K	0.21%	0	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	793	$286K	0.03%	-53	13F-HR Timeline
Lakeshore Financial Planning, Inc.	792	$286K	0.12%	-59	13F-HR Timeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	711	$286K	0.19%	0	13F-HR Timeline
Litman Gregory Wealth Management LLC	791	$285K	0.02%	0	13F-HR Timeline
Bonfire Financial	789	$285K	0.26%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	788	$285K	0.02%	-22	13F-HR Timeline
Sonora Investment Management Group, LLC	787	$284K	0.02%	-1	13F-HR Timeline
Joel Adams & Associates, Inc.	785	$283K	0.25%	new	13F-HR Timeline
Generation Capital Management LLC	780	$282K	0.25%	0	13F-HR Timeline
SK Wealth Management, LLC	844	$281K	0.15%	+1	13F-HR Timeline
FUTURE YOU WEALTH LLC	774	$279K	0.18%	0	13F-HR Timeline
Aspire Growth Partners LLC	749	$279K	0.25%	+1	13F-HR Timeline
Prospera Capital Management, LLC	772	$279K	0.18%	new	13F-HR/A Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	815	$278K	0.11%	0	13F-HR Timeline
Emergent Wealth Advisors, LLC	770	$278K	0.2%	+1	13F-HR Timeline
Equita Financial Network, Inc.	768	$277K	0.1%	new	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	766	$277K	0.02%	0	13F-HR Timeline
Main Street Research LLC	766	$277K	0.02%	-69	13F-HR Timeline
RIVERBRIDGE PARTNERS LLC	764	$276K	<0.01%	-584	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	762	$275K	0.07%	-4	13F-HR Timeline
FWG Holdings, LLC	748	$274K	0.13%	new	13F-HR Timeline
Family Office Research LLC	752	$272K	0.13%	+240	13F-HR Timeline
BRAVE ASSET MANAGEMENT INC	752	$272K	0.09%	0	13F-HR Timeline
Canopy Partners, LLC	752	$272K	0.11%	+95	13F-HR Timeline
QTR Family Wealth, LLC	750	$271K	0.2%		13F-HR Timeline
Legacy Bridge, LLC	750	$271K	0.15%	0	13F-HR Timeline
Creative Capital Management Investments…	750	$271K	0.1%	0	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	749	$270K	0.01%	-83	13F-HR Timeline
Headlands Technologies LLC	746	$269K	0.03%	-2,876	13F-HR Timeline
MGB Wealth Management, LLC	747	$269K	0.1%	-3	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	742	$268K	0.04%	-28	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	741	$268K	0.06%	0	13F-HR Timeline
Opulen Financial Group LLC	741	$268K	0.24%	+1	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	740	$267K	0.07%	+60	13F-HR Timeline
Brooklyn Investment Group	740	$267K	0.06%	+702	13F-HR Timeline
KINTRA WEALTH, LLC	740	$267K	0.18%	new	13F-HR Timeline
Aurora Private Wealth, Inc.	741	$267K	0.21%	+1	13F-HR/A Timeline
Fragasso Financial Advisors Inc	739	$267K	0.02%	-44	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	738	$266K	0.02%	0	13F-HR Timeline
First Financial Bankshares Inc	737	$266K	0.01%	new	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	736	$266K	0.1%	0	13F-HR Timeline
Three Magnolias Financial Advisors, LLC	735	$265K	0.22%	new	13F-HR Timeline
Horizons Wealth Management	732	$264K	0.2%	0	13F-HR Timeline
GRANDFIELD & DODD, LLC	729	$263K	0.02%	-75	13F-HR Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	727	$262K	<0.01%	0	13F-HR Timeline Group
Avondale Wealth Management	725	$262K	0.16%	0	13F-HR Timeline
Buttonwood Financial Advisors Inc.	725	$262K	0.12%	0	13F-HR Timeline
MainStreet Investment Advisors LLC	723	$261K	0.04%	new	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	722	$261K	0.06%	-50	13F-HR/A Timeline
PURE PORTFOLIOS HOLDINGS LLC	720	$260K	0.1%	-77	13F-HR Timeline
WINNACLE WEALTH LLC	721	$260K	0.24%	0	13F-HR Timeline
Washington Trust Bank	720	$260K	0.03%	-234	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
LaFleur & Godfrey LLC	720	$260K	0.04%	0	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	719	$260K	0.2%	0	13F-HR Timeline
Boston Common Asset Management, LLC	718	$259K	0.01%	-20	13F-HR Timeline
TD Capital Management LLC	717	$259K	0.03%	0	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	717	$259K	0.13%	+140	13F-HR Timeline Group
L.M. KOHN & COMPANY	717	$259K	0.07%	0	13F-HR Timeline
WealthTrust Axiom LLC	714	$258K	0.08%	0	13F-HR Timeline
Ulland Investment Advisors, LLC	711	$257K	0.21%	0	13F-HR Timeline
Morton Brown Family Wealth, LLC	712	$257K	0.09%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	711	$257K	0.04%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	708	$256K	0.04%	0	13F-HR Timeline
Auxano Advisors, LLC	708	$256K	0.07%	-59	13F-HR Timeline
HM PAYSON & CO	707	$255K	<0.01%	+62	13F-HR Timeline
DRAVO BAY LLC	706	$255K	0.14%	-184	13F-HR Timeline
Jacksonville Wealth Management, LLC	701	$253K	0.25%	0	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	695	$253K	0.02%	+25	13F-HR Timeline
Sequent Asset Management, LLC	700	$253K	0.14%	0	13F-HR Timeline
Morse Asset Management, Inc	700	$253K	0.06%	0	13F-HR Timeline
Heritage Family Offices, LLP	700	$253K	0.13%	-26	13F-HR Timeline
Cornerstone Management, Inc.	698	$252K	0.05%	-45	13F-HR Timeline
TOUNJIAN ADVISORY PARTNERS, LLC	698	$252K	0.05%		13F-HR Timeline
PRECEDENT WEALTH PARTNERS, LLC	696	$251K	0.07%	-129	13F-HR Timeline
Aldebaran Financial Inc.	694	$251K	0.31%	0	13F-HR Timeline
Warren Street Wealth Advisors, LLC	691	$250K	0.1%	new	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	690	$249K	0.05%	0	13F-HR Timeline
Baugh & Associates, LLC	690	$249K	0.13%	0	13F-HR Timeline
Williams Jones Wealth Management, LLC.	690	$249K	<0.01%	-480	13F-HR Timeline
Stonebrook Private Inc.	690	$249K	0.06%	-4	13F-HR Timeline
Oak Harvest Investment Services	687	$248K	0.03%	0	13F-HR Timeline
KELLEHER FINANCIAL ADVISORS	682	$246K	0.1%	0	13F-HR Timeline
Truvestments Capital LLC	682	$246K	0.05%	+357	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	679	$245K	0.04%	0	13F-HR Timeline
Keystone Financial Group	677	$244K	0.02%	0	13F-HR Timeline
Trust Co	675	$244K	0.03%	0	13F-HR Timeline
Pacific Center for Financial Services	673	$243K	0.06%	0	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	673	$243K	0.18%	new	13F-HR Timeline
Haven Private, LLC	673	$243K	0.14%	new	13F-HR Timeline
Members Trust Co	671	$242K	0.01%	new	13F-HR Timeline
Robinswood Financial LLC	670	$242K	0.09%	+1	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	667	$241K	0.06%	0	13F-HR Timeline
Cetera Trust Company, N.A	666	$240K	0.15%	0	13F-HR Timeline
Granite Bay Wealth Management, LLC	665	$240K	0.08%	-85	13F-HR Timeline
Bowman & Co S.C.	663	$239K	0.12%	+2	13F-HR Timeline
LexAurum Advisors, LLC	662	$239K	0.05%	-57	13F-HR Timeline
Claris Financial LLC	591	$237K	0.16%	0	13F-HR Timeline
Five Oceans Advisors	655	$237K	0.11%	0	13F-HR Timeline
Eastover Investment Advisors LLC	652	$235K	0.11%	0	13F-HR Timeline
Foster Group, Inc.	651	$235K	0.01%	0	13F-HR Timeline
Security Financial Services, INC.	649	$234K	0.05%	0	13F-HR Timeline
BLB&B Advisors, LLC	647	$234K	0.01%	+108	13F-HR Timeline
Riverbend Wealth Management, LLC	646	$233K	0.21%	new	13F-HR Timeline
M.E. ALLISON & CO., INC.	646	$233K	0.23%	0	13F-HR Timeline
RVW Wealth, LLC	645	$233K	0.02%	0	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	645	$233K	0.03%	+1	13F-HR Timeline
All Terrain Financial Advisors, LLC	643	$232K	0.09%	0	13F-HR Timeline
Fiduciary Group, LLC	641	$231K	0.02%	0	13F-HR Timeline
Capital Research Global Investorsin group Capital Research Global Inves…	641	$231K	<0.01%	-1,493	13F-HR Timeline Group
Investors Research Corp	640	$231K	0.05%	0	13F-HR Timeline
Abundance Wealth Counselors	640	$231K	0.05%	new	13F-HR Timeline
WEALTH ALLIANCE, LLC	637	$230K	0.03%	-3,293	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	637	$230K	0.08%	0	13F-HR Timeline
Live Oak Private Wealth LLC	637	$230K	0.04%	new	13F-HR Timeline
Flavin Financial Services, Inc.	635	$229K	0.21%	-24	13F-HR/A Timeline
Medallion Wealth Advisors, LLC	632	$229K	0.1%	0	13F-HR Timeline
DAVIDSON INVESTMENT ADVISORS	633	$229K	0.01%	0	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	630	$227K	0.07%	0	13F-HR Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC	630	$227K	0.21%	0	13F-HR Timeline
Montz Harcus Wealth Management LLC	629	$227K	0.12%	+1	13F-HR Timeline
Advus Financial Partners, LLC	625	$226K	0.1%	0	13F-HR/A Timeline
Tranquilli Financial Advisor LLC	625	$226K	0.14%	new	13F-HR Timeline
Register Financial Advisors LLC	624	$225K	0.12%	0	13F-HR Timeline
Powell Investment Advisors, LLC	624	$225K	0.11%	0	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	623	$225K	0.08%	0	13F-HR Timeline
44 WEALTH MANAGEMENT LLC	620	$224K	0.08%	0	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	620	$224K	0.15%	0	13F-HR Timeline
PHILADELPHIA TRUST CO	616	$222K	0.02%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	612	$221K	0.15%	0	13F-HR Timeline
Collaborative Wealth Managment Inc.	611	$221K	0.1%	0	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	610	$220K	0.05%	0	13F-HR Timeline
Exchange Capital Management, Inc.	610	$220K	0.04%	0	13F-HR Timeline
TPG Advisors LLC	610	$220K	0.17%	0	13F-HR Timeline
Strata Wealth Advisors, LLC	606	$219K	0.07%	-72	13F-HR Timeline
IFS Advisors, LLC	602	$217K	0.18%	-29	13F-HR Timeline
Werba Rubin Papier Wealth Management	602	$217K	0.05%	0	13F-HR Timeline
Portfolio Design Labs, LLC	602	$217K	0.04%	0	13F-HR Timeline
VESTOR CAPITAL, LLC	601	$217K	0.02%	-4	13F-HR Timeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/	600	$217K	0.01%	0	13F-HR Timeline
FLOYD FINANCIAL GROUP LLC	600	$217K	0.2%	0	13F-HR Timeline
Nova Wealth Management, Inc.	600	$217K	0.19%	-38	13F-HR/A Timeline
Smartleaf Asset Management LLC	600	$216K	0.02%	+299	13F-HR Timeline
Richard P Slaughter Associates Inc	598	$216K	0.05%	0	13F-HR Timeline
Fulcrum Capital LLC	597	$216K	0.05%	0	13F-HR Timeline
Benin Management CORP	596	$215K	0.06%	0	13F-HR Timeline
Lion Street Advisors, LLC	595	$215K	0.07%	-150	13F-HR Timeline
Lansing Street Advisors	594	$214K	0.07%	new	13F-HR Timeline
Kellett Wealth Advisors, LLC	592	$214K	0.15%	0	13F-HR Timeline
West Financial Advisors, LLC	591	$213K	0.04%	-44	13F-HR Timeline
PECAUT & CO.	587	$212K	0.07%	+83	13F-HR Timeline
CVA Family Office, LLC	584	$211K	0.03%	0	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	584	$211K	0.03%	new	13F-HR Timeline Group
NOESIS CAPITAL MANGEMENT CORP	583	$211K	0.04%	0	13F-HR/A Timeline
Financial Advisors Network, Inc.	580	$209K	0.03%	0	13F-HR Timeline
AMARA FINANCIAL, LLC.	578	$209K	0.19%	+1	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	579	$208K	0.11%	+1	13F-HR Timeline