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Disclosery

IWF ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Boston Trust Walden Corpin group Boston Trust Walden Corp575$208K<0.01%013F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …573$207K0.09%-22513F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC573$207K<0.01%013F-HRTimelineGroup
TFG Advisers LLC573$207K0.08%+113F-HRTimeline
Vickerman Investment Advisors, Inc.572$207K0.05%013F-HRTimeline
Bath Savings Trust Co571$206K0.02%new13F-HRTimeline
Monument Group Wealth Advisors, LLC570$206K0.14%+4213F-HRTimeline
Oxbow Advisors, LLC569$205K0.02%013F-HRTimeline
Burns Matteson Capital Management, LLC566$204K0.11%013F-HRTimeline
William Mack & Associates, Inc.565$204K0.17%013F-HRTimeline
Atlas Legacy Advisors, LLC563$203K0.05%013F-HRTimeline
Sunbeam Capital Management, LLC560$202K0.19%013F-HRTimeline
Symmetry Partners, LLC557$201K0.03%013F-HRTimeline
RDA Financial Network556$201K0.06%-5813F-HRTimeline
West Branch Capital LLC538$194K0.06%013F-HRTimeline
Clean Yield Group538$194K0.06%-20013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…535$193K0.05%013F-HRTimeline
S&T Bank/PA527$190K0.06%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC525$190K0.09%013F-HRTimeline
Olistico Wealth, LLC516$187K0.12%-113F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI514$186K0.03%+1013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC500$180K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates496$179K0.05%+213F-HRTimeline
Missouri Trust & Investment Co490$177K0.06%-8013F-HRTimeline
ABOUND FINANCIAL, LLC489$177K0.09%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC482$174K0.01%-11613F-HRTimeline
Trifecta Capital Advisors, LLC482$174K0.04%-5013F-HRTimeline
Fairscale Capital, LLC476$172K0.16%013F-HRTimeline
Bernard Wealth Management Corp.474$171K0.08%013F-HRTimeline
Front Row Advisors LLC465$168K0.06%-1513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…465$168K0.12%013F-HRTimelineGroup
Keystone Financial Group, Inc.451$167K0.12%-5013F-HRTimeline
WealthCollab, LLC462$167K0.1%013F-HRTimeline
Synergy Investment Management, LLC451$163K0.07%-8013F-HRTimeline
Horrell Capital Management, Inc.450$162K0.07%013F-HRTimeline
Future Financial Wealth Managment LLC443$160K0.12%-6013F-HRTimeline
Hopwood Financial Services, Inc.442$160K0.12%013F-HRTimeline
SJS Investment Consulting Inc.438$158K0.03%013F-HRTimeline
PFG Private Wealth Management, LLC435$157K0.08%013F-HRTimeline
Arjuna Capital431$155K0.04%013F-HRTimeline
Promus Capital, LLC410$148K0.11%013F-HR/ATimeline
Alcosta Capital Management, Inc.409$148K0.1%-513F-HRTimeline
Bear Mountain Capital, Inc.400$147K0.06%013F-HRTimeline
Sound Income Strategies, LLC401$145K0.01%-55713F-HRTimeline
Capital Investment Counsel, Inc400$144K0.02%013F-HRTimeline
Mascoma Wealth Management LLC399$144K0.04%-69513F-HRTimeline
MRP Capital Investments, LLC393$142K0.13%013F-HRTimeline
Kennebec Savings Bank389$140K0.15%-3813F-HRTimeline
Private Wealth Management Group, LLC387$140K0.05%-813F-HRTimeline
Sellwood Investment Partners LLC385$139K0.07%013F-HRTimeline
First PREMIER Bank383$139K0.04%-10013F-HRTimeline
Standard Family Office LLC380$137K0.18%-28813F-HRTimeline
JDM Financial Group LLC378$137K0.07%013F-HRTimeline
Centerpoint Advisors, LLC375$135K0.05%013F-HRTimeline
Compass Planning Associates Inc373$135K0.14%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …371$134K0.03%13F-HRTimelineGroup
Viewpoint Capital Management LLC362$131K0.07%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…387$130K0.05%+13713F-HRTimeline
United Community Bankin group United Community Bank360$130K0.05%013F-HRTimelineGroup
SRH ADVISORS, LLC356$129K0.04%013F-HRTimeline
Morling Financial Advisors, LLC354$128K0.04%013F-HRTimeline
SIMA Wealth Partners, LLC354$128K0.11%013F-HRTimeline
Perkins Coie Trust Co338$122K0.03%013F-HRTimeline
Horizon Investments, LLC334$121K<0.01%-313F-HRTimeline
Noble Wealth Management PBC332$120K0.08%013F-HRTimeline
Cornerstone National Bank & Trust Co331$120K0.05%013F-HRTimeline
Davis Capital Management327$118K0.09%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.323$117K0.07%013F-HRTimeline
Spectrum Wealth Counsel, LLC316$114K0.01%new13F-HRTimeline
Evergreen Private Wealth LLC313$113K0.05%013F-HRTimeline
Granite Investment Partners, LLC312$113K0.01%-7,65013F-HRTimeline
Milestone Investment Advisors LLC311$112K0.03%new13F-HRTimeline
DUNCKER STREETT & CO INC310$112K0.02%013F-HRTimeline
Templeton & Phillips Capital Management…300$108K0.08%013F-HRTimeline
Crews Bank & Trust293$106K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.291$105K0.05%013F-HRTimeline
HOWE & RUSLING INC287$104K0.01%-8713F-HRTimeline
Signature Resources Capital Management,…280$101K0.09%+21013F-HRTimeline
High Note Wealth, LLC275$99.3K0.02%013F-HRTimeline
Tidemark, LLC270$97.5K0.04%013F-HRTimeline
Belmont Capital, LLC266$96K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC257$92.8K0.12%013F-HRTimeline
Cherry Tree Wealth Management, LLC255$92.2K0.02%013F-HRTimeline
Field & Main Bank255$92.1K0.03%013F-HRTimeline
Core Alternative Capital250$90.3K0.02%-17213F-HRTimeline
MorganRosel Wealth Management, LLC246$88.8K0.03%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.242$87.4K0.05%013F-HRTimeline
Centricity Wealth Management, LLC240$86.7K0.08%013F-HRTimeline
SYM FINANCIAL Corp237$85.7K0.01%-813F-HRTimeline
Hanson & Doremus Investment Management227$82K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton226$81.6K0.02%013F-HRTimeline
Luken Investment Analytics, LLC225$81.1K0.04%013F-HRTimeline
Continuum Advisory, LLC221$79.8K0.01%013F-HRTimeline
Cloud Capital Management, LLC216$78K0.06%13F-HRTimeline
Twin Lakes Capital Management, LLC205$74K0.05%+13413F-HRTimeline
Kiker Wealth Management, LLC203$73.3K0.05%013F-HRTimeline
Avion Wealth183$73K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC202$72.9K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC202$72.9K0.05%013F-HRTimeline
Mill Capital Management, LLC200$72.2K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.200$72.2K0.04%-16013F-HR/ATimeline
Winthrop Capital Management, LLC200$72K0.02%013F-HRTimeline
WFA Asset Management Corp210$70.6K0.04%new13F-HRTimeline
N.E.W. Advisory Services LLC189$68.2K0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC184$66.4K0.02%013F-HRTimeline
Financial Freedom, LLC183$66.1K0.04%013F-HRTimeline
eCIO, Inc.176$63.6K0.02%13F-HRTimeline
Fairman Group, LLC157$63.1K0.06%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.172$62.1K0.05%-613F-HRTimeline
Comprehensive Financial Planning, Inc./…160$58K0.06%-5013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN155$56K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC155$56K0.02%-47913F-HRTimeline
CNB Bank151$54.5K0.03%013F-HRTimeline
Provident Wealth Management, LLC150$54.2K0.02%new13F-HRTimeline
Smallwood Wealth Investment Management,…150$54.2K0.03%new13F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC149$54K0.13%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…149$53.8K0.01%013F-HRTimeline
Abound Wealth Management146$52.8K0.02%013F-HRTimeline
Westside Investment Management, Inc.145$52.4K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…145$52.4K<0.01%-2113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.144$51.8K0.02%+113F-HRTimeline
Sawyer & Company, Inc141$51K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC140$50.6K0.03%013F-HRTimeline
Accredited Wealth Management, LLC134$48.4K0.04%-4513F-HRTimeline
Kimelman & Baird, LLC130$46.9K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.130$46.9K0.02%013F-HRTimeline
one8zero8, LLC118$42.6K0.01%013F-HRTimeline
American Capital Advisory, LLC116$41.9K0.02%+10313F-HRTimeline
POM Investment Strategies, LLC114$41.2K0.05%013F-HRTimeline
Byrne Asset Management LLC109$39.4K0.03%-2013F-HRTimeline
Frazier Financial Advisors, LLC102$36.8K0.03%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC100$36.1K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC100$36.1K0.01%-213F-HRTimeline
Security National Bank100$36.1K0.01%013F-HRTimeline
Citizens National Bank Trust Department100$36.1K0.01%013F-HRTimeline
Main Street Group, LTD100$36.1K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.95$34.3K0.01%-3913F-HRTimeline
Hughes Financial Services, LLC92$33.5K0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC88$31.8K0.03%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …87$31.4K0.06%new13F-HRTimeline
Transce3nd, LLC87$31.4K0.01%-19113F-HRTimeline
Pineridge Advisors LLC81$29.4K0.01%-29013F-HRTimeline
Creekmur Asset Management LLC79$28.4K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.78$28.2K0.01%013F-HRTimeline
Holos Integrated Wealth LLC74$26.7K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP73$26.4K<0.01%+5613F-HRTimeline
ALBION FINANCIAL GROUP /UT72$25.8K<0.01%-16813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.69$24.9K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.361$24K0.02%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise60$22K<0.01%13F-HRTimelineGroup
Tower View Wealth Management LLC59$21.4K0.01%013F-HRTimeline
Roxbury Financial LLC54$21.3K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC56$20.2K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC55$19.9K<0.01%013F-HRTimeline
Clearstead Trust, LLC55$19.9K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC54$19.4K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.53$19.2K0.01%013F-HRTimeline
Capital A Wealth Management, LLC52$18.8K0.02%new13F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC52$18.7K<0.01%-32913F-HRTimelineGroup
Armor Investment Advisors, LLC50$18.1K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.50$18.1K0.02%-1613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.48$17.3K0.06%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd48$17.3K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC47$17K0.01%013F-HR/ATimeline
HighMark Wealth Management LLC43$15.6K0.01%013F-HRTimeline
Nemes Rush Group LLC43$15.5K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV39$14K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV37$13K<0.01%013F-HRTimeline
Founders Capital Management36$13K0.01%013F-HRTimeline
Global Financial Private Client, LLC35$12.6K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC32$11.6K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC31$11.2K0.01%-62513F-HRTimeline
Luminist Capital LLC30$10.9K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC30$10.8K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.29$10.5K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.27$9.77K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC27$9.75K0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.26$9.39K<0.01%new13F-HRTimeline
Putney Financial Group LLC25$9.03K0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC25$9.03K0.01%013F-HR/ATimeline
Red Tortoise LLC22$8.01K<0.01%-1113F-HRTimeline
Integrity Financial Corp /WA22$7.95K<0.01%new13F-HRTimeline
10Elms LLP22$7.94K0.01%013F-HRTimeline
Ridgewood Investments LLC21$7.58K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA20$7.22K0.01%013F-HRTimeline
Dunhill Financial, LLC20$7.22K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.19$6.87K<0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC15$5.42K<0.01%-2,28513F-HRTimelineGroup
Winch Advisory Services, LLC15$5.42K<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC15$5.42K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC14$5.05K<0.01%013F-HRTimeline
Bullock Wealth Management Group13$4.79K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…13$4.7K<0.01%013F-HRTimeline
Bangor Savings Bank10$3.61K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC9$3.25K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8$2.89K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC6$2.17K<0.01%013F-HRTimeline
Demars Financial Group, LLC739,328$2.05K0.31%-95,33313F-HRTimeline
Park Square Financial Group, LLC4$1.44K<0.01%-113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3$1.12K<0.01%013F-HRTimelineGroup