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Disclosery

IWF ISHARES TR

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STOK (fund)

2,423 managers (2,452 13F filers) reported a position in IWF shares at 2026-03-31, 202,629,974 shares in all. 85 filers opened a position and 153 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
153
Shares held by filers
202,629,974

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ACORN FINANCIAL ADVISORY SERVICES INC /…690$294K0.04%-313F-HRTimeline
Valtinson Bruner Financial Planning LLC686$293K0.08%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS682$291K0.07%+12813F-HRTimeline
Keating Financial Advisory Services, In…680$290K0.05%-9613F-HRTimeline
Mascoma Wealth Management LLC678$289K0.06%+27913F-HRTimeline
Morton Brown Family Wealth, LLC678$289K0.08%013F-HRTimeline
Abacus Wealth Partners, LLC676$288K0.03%013F-HRTimeline
Prism Planning Partners LLC676$288K0.34%-1213F-HRTimeline
SkyOak Wealth, LLC675$288K0.05%+4013F-HRTimeline
Stonebrook Private Inc.675$288K0.06%-61013F-HRTimeline
Trust Co674$287K0.03%013F-HRTimeline
Pacific Center for Financial Services673$287K0.07%013F-HRTimeline
Robinswood Financial LLC672$287K0.09%013F-HR/ATimeline
COMPASS CAPITAL CORP /MA/ /ADV2,322$286K0.1%+1,74213F-HRTimeline
Prestige Wealth Management Group LLC670$286K0.06%-15713F-HRTimeline
LaFleur & Godfrey LLC668$285K0.04%013F-HRTimeline
Cetera Trust Company, N.A666$284K0.16%013F-HRTimeline
SP Asset Management LLC666$284K0.03%-3,16313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT664$283K0.08%+20313F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC662$282K0.05%+8213F-HRTimelineGroup
Lansing Street Advisors662$282K0.07%013F-HRTimeline
Grey Ledge Advisors, LLC661$282K0.06%-6213F-HRTimeline
Ankerstar Wealth, LLC660$281K0.3%013F-HRTimeline
FLOYD FINANCIAL GROUP LLC600$281K0.19%013F-HRTimeline
Buttonwood Financial Advisors Inc.657$280K0.09%-6813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC657$280K0.04%-3513F-HRTimeline
Keystone Financial Group656$280K0.02%-2113F-HRTimeline
First County Bank /CT/653$278K0.15%-30313F-HRTimeline
Eastover Investment Advisors LLC652$278K0.12%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC649$277K0.09%013F-HRTimeline
Security Financial Services, INC.649$277K0.04%013F-HRTimeline
Key Capital Management, INC648$276K0.18%+47313F-HRTimeline
BEACON FINANCIAL PLANNING, INC646$276K0.11%new13F-HRTimeline
M.E. ALLISON & CO., INC.646$275K0.18%013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC643$274K0.06%013F-HR/ATimeline
All Terrain Financial Advisors, LLC643$274K0.09%013F-HRTimeline
Compass Wealth Management, LLC/GA643$274K0.12%013F-HRTimeline
Van Diest Capital, LLC643$274K0.22%-16413F-HRTimeline
Poehling Capital Management, INC.642$274K0.06%-99013F-HRTimeline
VESTOR CAPITAL, LLC633$270K0.02%+11613F-HRTimeline
LEGACY SOLUTIONS, LLC632$270K0.25%-2013F-HRTimeline
Medallion Wealth Advisors, LLC632$269K0.09%013F-HRTimeline
Montz Harcus Wealth Management LLC631$269K0.11%+113F-HRTimeline
Register Financial Advisors LLC630$269K0.1%+5813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.630$269K0.06%013F-HRTimeline
Independence Wealth Advisors, LLC630$269K0.14%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.629$268K0.03%013F-HRTimeline
Hamilton Wealth, LLC627$267K0.05%new13F-HR/ATimeline
RPS ADVISORY SOLUTIONS LLC624$266K0.15%-2113F-HRTimeline
Powell Investment Advisors, LLC624$266K0.09%013F-HRTimeline
44 WEALTH MANAGEMENT LLC620$264K0.09%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.620$264K0.15%013F-HRTimeline
KWB Wealth556$263K0.03%013F-HRTimeline
PHILADELPHIA TRUST CO616$263K0.02%013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC613$261K0.03%-8813F-HRTimeline
Financial & Tax Architects, LLC612$261K0.06%new13F-HRTimeline
First PREMIER Bank614$261K0.06%-15013F-HRTimeline
HOLDERNESS INVESTMENTS CO611$261K0.05%013F-HRTimeline
Sterling Capital Management LLC610$260K<0.01%013F-HRTimeline
ArrowMark Colorado Holdings LLC610$260K0.01%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC610$260K0.12%013F-HRTimeline
TPG Advisors LLC610$260K0.16%013F-HRTimeline
Fiduciary Group, LLC609$260K0.02%-3213F-HRTimeline
WOLFF WIESE MAGANA LLC606$258K0.14%013F-HRTimeline
Strata Wealth Advisors, LLC606$258K0.07%013F-HRTimeline
FF Advisors,LLC546$258K0.1%-7713F-HRTimeline
QTR Family Wealth, LLC559$258K0.11%-3413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.603$257K0.03%013F-HRTimeline
Retirement Wealth Solutions LLC603$257K0.16%+58313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…602$257K0.08%-113F-HRTimeline
Sequent Asset Management, LLC600$256K0.12%-10013F-HRTimeline
Windsor Advisory Group, LLC600$256K0.21%new13F-HRTimeline
Aspetuck Financial Management LLC600$256K0.18%-20013F-HRTimeline
Broadleaf Partners, LLC599$255K0.06%-6913F-HRTimeline
GILL CAPITAL PARTNERS, LLC598$255K0.07%-2513F-HRTimeline
Wingate Wealth Advisors, Inc.595$254K0.14%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…595$254K0.16%+113F-HRTimelineGroup
Granite Bay Wealth Management, LLC593$253K0.05%013F-HRTimeline
Piscataqua Savings Bank591$252K0.18%-34013F-HRTimeline
Cypress Capital, LLC590$252K0.07%013F-HRTimeline
PCM Encore, LLC589$251K0.05%-5313F-HRTimeline
MRP Capital Investments, LLC588$251K0.22%+19513F-HRTimeline
SageGuard Financial Group, LLC587$250K0.04%+2513F-HRTimeline
Bridgewealth Advisory Group, LLC585$250K0.05%+5713F-HRTimeline
Investors Research Corp585$249K0.05%013F-HRTimeline
CVA Family Office, LLC584$249K0.03%013F-HRTimeline
Maia Wealth LLC584$249K0.04%+313F-HRTimeline
Synergy Investment Management, LLC581$248K0.08%-3313F-HRTimeline
Center for Financial Planning, Inc.578$246K0.03%+1313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC577$246K0.03%+8913F-HRTimeline
FWG Holdings, LLC569$245K0.09%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC550$245K0.02%013F-HRTimeline
Bond & Devick Financial Network, Inc.574$245K0.07%013F-HRTimeline
Geometric Wealth Advisors573$244K0.03%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST573$244K0.02%-1213F-HRTimeline
PECAUT & CO.573$244K0.08%013F-HRTimeline
RDA Financial Network572$244K0.06%+2213F-HRTimeline
AMARA FINANCIAL, LLC.571$243K0.17%013F-HRTimeline
Nilsine Partners, LLC506$243K0.02%-2513F-HRTimeline
Signature Resources Capital Management,…569$243K0.11%+10713F-HRTimeline
Nova Wealth Management, Inc.568$242K0.16%013F-HRTimeline
WEALTH ALLIANCE, LLC566$241K0.02%-1,58713F-HRTimeline
Bath Savings Trust Co566$241K0.03%-20113F-HRTimeline
PFG Private Wealth Management, LLC566$241K0.1%+5813F-HRTimeline
Burns Matteson Capital Management, LLC566$241K0.09%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…565$241K0.09%013F-HRTimelineGroup
William Mack & Associates, Inc.565$241K0.14%013F-HRTimeline
Elm Partners Management LLC2,342$241K0.01%+65313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC564$240K0.03%-5013F-HRTimeline
SC&H Financial Advisors, Inc.563$240K0.04%013F-HRTimeline
Elite Wealth Management, Inc.563$240K0.08%-23713F-HRTimeline
Atlas Legacy Advisors, LLC563$240K0.04%013F-HRTimeline
Private Wealth Group, LLC562$240K0.11%new13F-HR/ATimeline
Marshall Financial Group, LLC562$240K0.04%-11113F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…561$239K0.07%013F-HRTimeline
Colonial River Investments, LLC560$239K0.09%+13013F-HRTimeline
Palumbo Wealth Management LLC560$239K0.06%new13F-HRTimeline
RETIREMITTEN FINANCIAL LLC559$238K0.12%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA558$238K0.05%013F-HRTimeline
Symmetry Partners, LLC557$238K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC556$237K<0.01%013F-HRTimelineGroup
GDS Wealth Management552$235K0.01%new13F-HRTimeline
Cox Capital Mgt LLC551$235K0.16%new13F-HRTimeline
BAM Wealth Management, LLC551$235K0.18%013F-HRTimeline
Storen Legacy Partners, LLC551$235K0.07%+113F-HRTimeline
Arbor Wealth Advisors LLC550$235K0.16%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT549$234K0.01%013F-HRTimeline
Quartz Partners, LLC549$234K0.09%013F-HRTimeline
KFA Private Wealth Group, LLC546$233K0.06%new13F-HRTimeline
Prosperity Bancshares Inc544$232K0.19%013F-HRTimeline
Chesapeake Wealth Management544$232K0.07%013F-HRTimeline
Welch Group, LLC543$232K0.01%new13F-HRTimeline
Fielder Capital Group LLC543$232K0.05%013F-HRTimeline
Van Hulzen Asset Management, LLC543$231K0.02%-16713F-HRTimeline
Ares Financial Consulting, LLC538$231K0.18%+113F-HRTimeline
CWC Advisors, LLC.542$231K0.11%+313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV541$231K0.07%013F-HRTimeline
Financial Advisors Network, Inc.538$229K0.03%013F-HRTimeline
National Wealth Management Group, LLC538$229K0.09%-3813F-HRTimeline
Avondale Wealth Management535$228K0.11%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…535$228K0.04%013F-HRTimeline
Argent Advisors, Inc.534$228K0.06%-1013F-HRTimeline
Strategic Advisors LLC534$228K0.04%013F-HRTimeline
Focused Wealth Management, Inc533$227K0.02%013F-HRTimeline
ALTFEST L J & CO INC531$226K0.02%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA530$226K0.02%013F-HRTimeline
Wealth Advisory Solutions, LLC529$226K0.05%013F-HRTimeline
Strategic Financial Concepts, LLC527$225K0.06%new13F-HRTimeline
Estate Counselors, LLC526$224K0.02%-13,23013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC526$224K0.09%013F-HRTimeline
Traynor Capital Management, Inc.545$224K0.01%+5113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP525$224K0.01%013F-HRTimeline
Southeast Asset Advisors, LLC525$224K0.02%013F-HRTimeline
Global Wealth Strategies & Associates525$224K0.06%+7513F-HRTimeline
Claris Financial LLC525$224K0.12%+113F-HRTimeline
WEDGEWOOD PARTNERS INC524$223K0.05%-11,49513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ABSOLUTE CAPITAL MANAGEMENT, LLC523$223K0.07%+1313F-HRTimeline
Goodwin Investment Advisory523$223K0.27%013F-HRTimeline
Glassy Mountain Advisors, Inc.523$223K0.07%013F-HRTimeline
Quadcap Wealth Management, LLC521$222K0.03%+2913F-HRTimeline
BNC WEALTH MANAGEMENT, LLC521$222K0.06%013F-HRTimeline
Financial Solutions Advisory Group, Inc.521$222K0.03%13F-HRTimeline
Sargent Investment Group, LLC520$222K0.03%new13F-HRTimeline
Bay Rivers Group520$222K0.09%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH519$221K0.04%013F-HRTimeline
Clean Yield Group518$221K0.06%-2013F-HRTimeline
Heartland Bank & Trust Co518$221K0.05%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,796$220K0.14%new13F-HRTimeline
Mountain Capital Investment Advisors In…459$220K0.03%+113F-HRTimeline
Johnson & White Wealth Management, LLC515$220K0.09%013F-HRTimeline
BridgePort Financial Solutions, LLC514$219K0.06%013F-HRTimeline
East Coast Asset Management, LLC.514$219K0.07%013F-HRTimeline
Solidarity Wealth, LLC513$219K0.04%new13F-HRTimeline
Weinberger Asset Management, Inc511$218K0.08%+7613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC507$216K0.07%013F-HRTimeline
Aegis Wealth Management LLC507$216K0.12%013F-HRTimeline
Sound Income Strategies, LLC502$216K0.01%+1913F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.506$216K0.1%+18113F-HRTimeline
OAK RIDGE INVESTMENTS LLC505$215K0.01%-25213F-HRTimeline
BAXTER BROS INC505$215K0.03%013F-HRTimeline
Octavia Wealth Advisors, LLC505$215K0.02%-10013F-HRTimeline
ENZI WEALTH505$215K0.07%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.505$215K0.1%013F-HRTimeline
OBSIDIAN CIO, LLC504$215K0.19%+49713F-HRTimeline
TTP Investments, Inc.504$215K0.09%+113F-HRTimeline
Sun Financial Inc1,705$215K0.11%+1,27913F-HRTimeline
Hennion & Walsh Asset Management, Inc.501$214K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC500$213K<0.01%013F-HRTimelineGroup
Haven Private, LLC500$213K0.09%013F-HRTimeline
SevenBridge Financial Group, LLC445$213K0.03%013F-HRTimeline
180 WEALTH ADVISORS, LLC500$213K0.02%-713F-HRTimeline
Wealth Group Ltd499$213K0.05%013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.498$213K0.11%+6913F-HRTimeline
Foguth Wealth Management, LLC.1,662$212K0.02%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …498$212K0.01%013F-HRTimelineGroup
Shepherd Financial Partners LLC498$212K0.02%-3813F-HRTimeline
Avise Financial Cooperative, Inc.498$212K0.18%013F-HRTimeline
ERn Financial, LLC497$212K0.04%-14313F-HRTimeline
Green Ridge Wealth Planning LLC497$212K0.11%-4013F-HRTimeline
Olistico Wealth, LLC496$211K0.1%013F-HRTimeline