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Disclosery

IWF ISHARES TR

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STOK (fund)

2,335 managers (2,358 13F filers) reported a position in IWF shares at 2025-09-30, 194,425,570 shares in all. 125 filers opened a position and 62 filers sold out during the quarter.

Managers
2,335
13F filers
2,358
New
125
Added
667
Reduced
883
Sold out
62
Shares held by filers
194,425,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WALLED LAKE PLANNING & WEALTH MANAGEMEN…603$283K0.09%-1113F-HRTimeline
VESTOR CAPITAL, LLC601$282K0.02%-8,10013F-HRTimeline
FLOYD FINANCIAL GROUP LLC600$281K0.21%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/600$281K0.01%013F-HRTimeline
Fulcrum Capital LLC597$280K0.06%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV580$279K0.12%new13F-HRTimeline
Lansing Street Advisors595$279K0.07%+113F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…593$278K0.18%+5013F-HRTimelineGroup
Advus Financial Partners, LLC593$278K0.1%-3213F-HR/ATimeline
Claris Financial LLC592$277K0.16%new13F-HRTimeline
Maia Wealth LLC574$277K0.05%+9813F-HRTimeline
Cypress Capital, LLC590$276K0.08%013F-HRTimeline
CVA Family Office, LLC584$274K0.04%013F-HRTimeline
Private Wealth Management Group, LLC582$273K0.08%+19513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC580$272K0.05%013F-HRTimelineGroup
PECAUT & CO.576$270K0.09%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp575$269K<0.01%013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.574$269K0.08%013F-HRTimeline
Bill Few Associates, Inc.574$269K0.07%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC573$268K<0.01%-513F-HRTimelineGroup
Vickerman Investment Advisors, Inc.572$268K0.05%013F-HRTimeline
BAM Wealth Management, LLC571$267K0.21%13F-HRTimeline
Monument Group Wealth Advisors, LLC570$267K0.16%013F-HRTimeline
AMARA FINANCIAL, LLC.570$267K0.2%-813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC711$267K0.04%013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC569$267K0.08%new13F-HRTimeline
Nova Wealth Management, Inc.568$266K0.19%013F-HRTimeline
Burns Matteson Capital Management, LLC566$265K0.11%013F-HRTimeline
William Mack & Associates, Inc.565$265K0.14%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska564$264K0.03%-213F-HRTimelineGroup
Atlas Legacy Advisors, LLC563$264K0.05%013F-HRTimeline
IFS Group,LLC558$263K0.23%13F-HRTimeline
Sunbeam Capital Management, LLC560$262K0.16%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA558$261K0.05%-10913F-HRTimeline
Center for Financial Planning, Inc.558$261K0.03%-24913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC550$261K0.03%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS554$259K0.06%-12813F-HRTimeline
Arbor Wealth Advisors LLC550$258K0.19%013F-HRTimeline
Oxbow Advisors, LLC549$257K0.02%013F-HRTimeline
Chesapeake Wealth Management544$255K0.08%013F-HRTimeline
Prostatis Group LLC544$255K0.06%new13F-HRTimeline
Fielder Capital Group LLC543$254K0.06%013F-HRTimeline
Avondale Wealth Management542$254K0.14%-18313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV541$253K0.07%013F-HRTimeline
LifeSteps Financial, Inc.539$253K0.16%+913F-HRTimeline
CWC Advisors, LLC.539$252K0.12%013F-HRTimeline
Clean Yield Group538$252K0.07%013F-HRTimeline
Financial Advisors Network, Inc.538$252K0.04%-4213F-HRTimeline
West Branch Capital LLC538$252K0.07%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…535$251K0.04%013F-HRTimeline
Invst, LLC535$251K0.03%-6213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC534$250K0.11%+513F-HRTimeline
Strategic Advisors LLC534$250K0.04%013F-HRTimeline
Octavia Wealth Advisors, LLC533$250K0.02%new13F-HRTimeline
Investors Research Corp533$250K0.05%-15713F-HRTimeline
Focused Wealth Management, Inc532$249K0.03%-1813F-HRTimeline
ALTFEST L J & CO INC531$249K0.03%-913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA530$248K0.02%013F-HRTimeline
Wealth Advisory Solutions, LLC529$248K0.06%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC528$247K0.12%new13F-HRTimeline
Impact Partnership Wealth, LLC528$247K0.04%-80913F-HRTimeline
Bridgewealth Advisory Group, LLC528$247K0.06%013F-HRTimeline
180 WEALTH ADVISORS, LLC527$247K0.03%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC525$246K0.11%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP525$246K0.01%-83013F-HRTimeline
Southeast Asset Advisors, LLC525$246K0.03%013F-HRTimeline
Proficio Capital Partners LLC525$246K0.02%013F-HR/ATimeline
Goodwin Investment Advisory523$245K0.26%013F-HRTimeline
Glassy Mountain Advisors, Inc.523$245K0.07%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC521$244K0.06%013F-HRTimeline
Bay Rivers Group520$244K0.1%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH519$243K0.04%013F-HRTimeline
Johnson & White Wealth Management, LLC515$241K0.11%013F-HRTimeline
BridgePort Financial Solutions, LLC514$241K0.06%013F-HRTimeline
East Coast Asset Management, LLC.514$241K0.08%013F-HRTimeline
Baugh & Associates, LLC510$239K0.12%013F-HRTimeline
Opal Wealth Advisors, LLC507$237K0.07%+25413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC507$237K0.08%+513F-HRTimeline
Aegis Wealth Management LLC507$237K0.13%new13F-HRTimeline
TTP Investments, Inc.503$237K0.07%+113F-HRTimeline
Five Oceans Advisors506$237K0.09%013F-HRTimeline
BAXTER BROS INC505$237K0.03%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.505$237K0.11%013F-HRTimeline
ENZI WEALTH505$235K0.08%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.501$235K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC500$234K<0.01%013F-HRTimelineGroup
WILKINS INVESTMENT COUNSEL INC500$234K0.03%-10013F-HRTimeline
Westbourne Investment Advisors, Inc.500$234K0.07%new13F-HRTimeline
Haven Private, LLC500$234K0.1%013F-HRTimeline
Hoxton Planning & Management, LLC498$233K0.08%new13F-HRTimeline
MGB Wealth Management, LLC498$233K0.07%013F-HRTimeline
Olistico Wealth, LLC495$232K0.12%013F-HRTimeline
Avantra Family Wealth, Inc.494$231K0.17%013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP493$231K0.01%013F-HRTimeline
Quadcap Wealth Management, LLC491$230K0.03%+413F-HRTimeline
ERn Financial, LLC490$230K0.05%013F-HRTimeline
Missouri Trust & Investment Co490$230K0.07%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…487$229K0.13%-5113F-HRTimeline
ABOUND FINANCIAL, LLC489$229K0.09%013F-HRTimeline
Sound Income Strategies, LLC482$229K0.01%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…488$229K0.02%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC488$228K0.02%013F-HRTimeline
LexAurum Advisors, LLC487$228K0.03%013F-HRTimeline
Centurion Wealth Management LLC485$227K0.05%013F-HRTimeline
Core Wealth Partners LLC484$227K0.1%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP480$225K0.03%-8013F-HRTimeline
Financial Advocates Investment Manageme…480$225K0.13%-1,99513F-HRTimeline
Sharper & Granite LLC480$225K0.08%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC478$224K0.01%-1,23213F-HRTimeline
RVW Wealth, LLC478$224K0.02%-16713F-HRTimeline
CHANNEL WEALTH LLC478$224K0.06%-813F-HRTimeline
Benin Management CORP477$223K0.05%013F-HRTimeline
Institute for Wealth Management, LLC.477$223K0.02%013F-HRTimeline
Evernest Financial Advisors, LLC477$223K0.06%-6813F-HRTimeline
Global Wealth Strategies & Associates476$223K0.06%013F-HRTimeline
MAIRS & POWER INC4,172$222K<0.01%+2,42613F-HRTimeline
Argent Advisors, Inc.475$222K0.07%new13F-HRTimeline
Oakwell Private Wealth Management, LLC474$222K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealth Group Ltd474$222K0.05%013F-HRTimeline
Heritage Family Offices, LLP474$222K0.1%-22613F-HRTimeline
American Financial Advisors, LLC472$221K0.03%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC472$221K0.18%13F-HRTimeline
Sather Financial Group Inc471$221K0.01%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.470$220K0.15%new13F-HRTimeline
Finward Bancorp468$219K0.17%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…465$218K0.06%new13F-HRTimeline
Randolph Co Inc465$218K0.02%-3813F-HRTimeline
Philip James Wealth Mangement, LLC464$218K0.03%new13F-HRTimeline
Salvus Wealth Management, LLC463$217K0.12%new13F-HRTimeline
WealthCollab, LLC462$216K0.1%013F-HRTimeline
McHugh Group, LLC462$216K0.13%new13F-HRTimeline
Truvestments Capital LLC462$216K0.04%+4713F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/461$216K0.24%new13F-HRTimeline
Mountain Capital Investment Advisors In…458$216K0.04%new13F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC459$215K0.1%new13F-HRTimeline
Meridian Financial Advisors, LLC458$215K0.12%new13F-HRTimeline
Fortitude Advisory Group L.L.C.457$214K0.12%new13F-HRTimeline
SevenBridge Financial Group, LLC445$214K0.04%013F-HRTimeline
Front Row Advisors LLC455$213K0.07%013F-HRTimeline
Birch Hill Investment Advisors LLC454$213K0.01%new13F-HRTimeline
Quartz Partners, LLC454$213K0.08%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC452$212K0.02%new13F-HRTimeline
Keystone Financial Group, Inc.452$211K0.12%+113F-HRTimeline
Synergy Investment Management, LLC451$211K0.08%new13F-HRTimeline
Horrell Capital Management, Inc.450$211K0.09%013F-HRTimeline
Thrive Capital Management, LLC449$211K0.05%-13213F-HRTimeline
Abacus Wealth Partners, LLC449$210K0.03%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC447$209K0.05%new13F-HRTimeline
LINCOLN CAPITAL CORP446$209K0.08%new13F-HRTimeline
Element Wealth, LLC446$209K0.09%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC445$208K0.02%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV444$208K0.06%new13F-HR/ATimeline
Future Financial Wealth Managment LLC443$208K0.13%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hopwood Financial Services, Inc.442$207K0.14%013F-HRTimeline
Atwater Malick LLC442$207K0.06%new13F-HRTimeline
Signature Wealth Management Group441$207K0.08%new13F-HRTimeline
Tanager Wealth Management LLP441$207K0.02%new13F-HRTimeline
Provident Investment Management, Inc.440$206K0.02%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC439$206K0.01%new13F-HRTimeline
Lineweaver Wealth Advisors, LLC439$206K0.03%-9113F-HRTimeline
S&T Bank/PA438$205K0.06%-8913F-HRTimeline
Lewis Asset Management, LLC438$205K0.08%new13F-HRTimeline
Strategic Investment Advisors / MI215$205K0.02%new13F-HR/ATimeline
Ackerman Capital Advisors, LLC437$205K0.04%-2,17313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.437$204K0.07%new13F-HRTimeline
OPINICUS CAPITAL, INC.435$204K0.14%new13F-HRTimeline
Old Port Advisors435$204K0.05%new13F-HRTimeline
Weinberger Asset Management, Inc435$204K0.07%new13F-HRTimeline
Fonville Wealth Management LLC434$203K0.05%new13F-HRTimeline
Drake & Associates, LLC424$203K0.04%new13F-HRTimeline
Passive Capital Management, LLC.433$203K0.07%new13F-HRTimeline
PDS Planning, Inc432$203K0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC432$202K0.03%013F-HRTimeline
Garrett Wealth Advisory Group, LLC431$202K0.04%new13F-HRTimeline
Arjuna Capital431$202K0.05%013F-HRTimeline
Gilman Hill Asset Management, LLC430$201K0.03%new13F-HRTimeline
Colonial River Investments, LLC430$201K0.07%new13F-HRTimeline
3EDGE Asset Management, LP429$201K0.01%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC429$201K0.02%new13F-HRTimeline
Dominguez Wealth Management Solutions, …428$200K0.13%new13F-HRTimeline
TI-TRUST, INC427$200K0.13%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…423$198K0.09%-4213F-HRTimelineGroup
Fairscale Capital, LLC415$194K0.13%013F-HRTimeline
Alcosta Capital Management, Inc.409$192K0.1%013F-HRTimeline
Mascoma Wealth Management LLC399$187K0.04%013F-HRTimeline
Caitlin John, LLC398$186K0.13%new13F-HRTimeline
Kennebec Savings Bank388$182K0.17%013F-HRTimeline
Measured Wealth Private Client Group, L…383$179K0.05%new13F-HRTimeline
Standard Family Office LLC380$178K0.19%013F-HRTimeline
DecisionPoint Financial, LLC377$178K0.04%-75713F-HRTimeline
Davis Capital Management379$178K0.12%13F-HRTimeline
Centerpoint Advisors, LLC375$176K0.05%013F-HRTimeline
Viewpoint Capital Management LLC362$170K0.07%013F-HRTimeline
United Community Bankin group United Community Bank360$169K0.05%013F-HRTimelineGroup
MRP Capital Investments, LLC393$167K0.14%013F-HR/ATimeline
SRH ADVISORS, LLC356$167K0.05%013F-HRTimeline
SIMA Wealth Partners, LLC354$166K0.13%013F-HRTimeline
Grey Fox Wealth Advisors, LLC341$160K0.03%new13F-HRTimeline
Clayton Financial Group LLC341$160K0.12%new13F-HRTimeline
Cornerstone National Bank & Trust Co331$155K0.06%013F-HRTimeline