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Disclosery

IWF ISHARES TR

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STOK (fund)

2,491 managers (2,519 13F filers) reported a position in IWF shares at 2026-06-30, 785,182,343 shares in all. 141 filers opened a position and 70 filers sold out during the quarter.

Managers
2,491
13F filers
2,519
New
141
Added
2,296
Reduced
30
Sold out
70
Shares held by filers
785,182,343

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
PALISADE CAPITAL MANAGEMENT, LP1,971$245K0.01%+1,47813F-HRTimeline
Leverty Financial Group, LLC1,964$244K0.05%+1,47313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC1,952$242K0.06%+1,42913F-HRTimeline
Fonville Wealth Management LLC1,947$242K0.04%new13F-HRTimeline
Weinberger Asset Management, Inc2,042$242K0.08%+1,53113F-HRTimeline
Layline Advisors, LLC1,931$240K0.22%+1,44813F-HRTimeline
Harold Davidson & Associates Inc.1,928$239K0.1%+78413F-HRTimeline
Aspirean Wealth, LLC1,928$239K0.22%+1,44613F-HRTimeline
Warwick Investment Management, Inc.1,927$239K0.03%new13F-HRTimeline
Core Wealth Partners LLC1,926$239K0.1%+1,44213F-HRTimeline
Sound Income Strategies, LLC1,911$237K0.01%+1,40913F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,911$237K0.01%+1,41013F-HRTimeline
Benin Management CORP1,908$237K0.05%+1,43113F-HRTimeline
Colonial River Investments, LLC1,906$237K0.07%+1,34613F-HRTimeline
LARCH CAPITAL PARTNERS LLC1,902$236K0.03%new13F-HRTimeline
Wise Wealth Partners1,901$236K0.4%+65913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,948$236K0.19%+1,46113F-HRTimeline
Oakwell Private Wealth Management, LLC1,896$235K0.04%+1,42213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Alternatives, Inc1,888$234K0.12%+1,41613F-HRTimeline
JPL Wealth Management, LLC1,888$234K0.05%+1,41613F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC1,888$234K0.16%+1,41613F-HRTimeline
Annandale Capital, LLC1,884$234K0.03%new13F-HRTimeline
Factor Wealth Management LTD1,884$234K0.04%new13F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC1,880$233K0.08%+1,41013F-HRTimeline
Arch Global Advisors, LLC1,876$233K0.1%new13F-HRTimeline
American Financial Advisors, LLC1,872$232K0.03%new13F-HRTimeline
Finward Bancorp1,872$232K0.18%new13F-HRTimeline
Drake & Associates, LLC1,868$232K0.04%new13F-HRTimeline
Randolph Co Inc1,860$231K0.02%new13F-HRTimeline
United Bank1,856$230K0.07%new13F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.1,853$230K0.1%+1,35513F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO1,852$230K0.03%new13F-HRTimeline
Kinetic Wealth Investment Advisors LLC1,850$230K0.11%13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC1,848$229K0.02%+1,27113F-HRTimeline
WealthCollab, LLC1,848$229K0.08%+1,38613F-HRTimeline
Edgestream Partners, L.P.1,848$229K0.01%-34713F-HRTimeline
McHugh Group, LLC1,848$229K0.12%new13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/1,844$229K0.24%new13F-HRTimeline
Mountain Capital Investment Advisors In…1,836$228K0.03%+1,37713F-HRTimeline
Meridian Financial Advisors, LLC1,832$227K0.11%new13F-HRTimeline
One Degree Advisors Inc1,851$227K0.05%new13F-HRTimeline
DB&C Advisors, LLC1,817$226K0.24%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,812$225K0.01%new13F-HRTimeline
Keystone Financial Group, Inc.1,810$225K0.12%+1,35813F-HRTimeline
Asset Advisory Group, Inc.1,803$224K0.1%new13F-HRTimeline
Horrell Capital Management, Inc.1,800$224K0.1%+1,35013F-HRTimeline
DecisionMap Wealth Management, LLC1,800$224K0.13%new13F-HRTimeline
Meridian Wealth Partners, LLC1,796$223K0.03%new13F-HRTimeline
Everest Financial Group LLC1,792$223K0.03%new13F-HRTimeline
Prepared Retirement Institute LLC1,792$223K0.09%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…1,796$223K0.13%013F-HRTimeline
Regatta Research & Money Management1,788$222K0.21%13F-HRTimeline
SevenBridge Financial Group, LLC1,780$222K0.03%+1,33513F-HRTimeline
WealthTrust Asset Management, LLC1,785$222K0.12%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,780$221K0.02%new13F-HRTimeline
Missouri Trust & Investment Co1,860$220K0.06%+1,39513F-HRTimeline
Hopwood Financial Services, Inc.1,768$220K0.13%new13F-HRTimeline
Provident Investment Management, Inc.1,760$219K0.02%new13F-HRTimeline
Kingsbury Capital Investment Advisors L…1,759$218K0.18%new13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC1,759$218K0.18%new13F-HRTimeline
Lineweaver Wealth Advisors, LLC1,756$218K0.03%new13F-HRTimeline
Monetary Solutions, Ltd1,756$218K0.19%+1,31713F-HRTimeline
TWO SIGMA SECURITIES, LLC1,752$218K0.02%-76813F-HRTimeline
Lewis Asset Management, LLC1,752$218K0.08%new13F-HRTimeline
CHANNEL WEALTH LLC1,751$217K0.05%+1,27913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,750$217K0.07%new13F-HRTimeline
Capital Investment Management, Inc.1,745$217K0.07%new13F-HRTimeline
Front Row Advisors LLC1,752$217K0.06%+1,31413F-HRTimeline
PDS Planning, Inc1,732$215K0.01%+1,25313F-HRTimeline
OPINICUS CAPITAL, INC.1,729$215K0.11%new13F-HRTimeline
J. Derek Lewis & Associates Inc.1,729$215K0.04%+1,25213F-HRTimeline
IFS Group,LLC1,728$215K0.29%new13F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC1,728$215K0.08%new13F-HRTimeline
Arjuna Capital1,722$214K0.05%+1,29113F-HRTimeline
Plus Group Wealth Advisors LLC1,719$213K0.2%new13F-HRTimeline
3EDGE Asset Management, LP1,716$213K0.01%new13F-HRTimeline
Element Wealth, LLC1,713$213K0.08%new13F-HRTimeline
Dominguez Wealth Management Solutions, …1,713$213K0.12%new13F-HRTimeline
TI-TRUST, INC1,708$212K0.11%new13F-HRTimeline
Sun Financial Inc1,707$212K0.1%+213F-HRTimeline
Innovative Wealth Building LLC1,704$212K0.12%new13F-HRTimeline
Midwest Heritage Bank, FSB1,702$211K0.06%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,692$210K0.09%+1,26913F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …1,691$210K0.01%+1,21613F-HRTimelineGroup
Monument Group Wealth Advisors, LLC1,682$209K0.1%new13F-HRTimeline
Douglass Winthrop Advisors, LLC1,682$209K<0.01%new13F-HRTimeline
truNorth Financial Services, Inc.1,681$209K0.19%new13F-HRTimeline
Mascoma Wealth Management LLC1,668$207K0.04%+99013F-HRTimeline
Huntleigh Advisors, Inc.1,663$207K0.03%new13F-HRTimeline
SYM FINANCIAL Corp1,663$207K0.02%+1,30413F-HRTimeline
Truvestments Capital LLC1,660$206K0.03%+1,24513F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,660$206K0.08%new13F-HRTimeline
Fairscale Capital, LLC1,660$206K0.12%+1,24513F-HRTimeline
Royal Fund Management, LLC1,655$206K0.02%new13F-HRTimeline
Passive Capital Management, LLC.433$205K0.06%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,640$204K0.04%new13F-HRTimeline
Fortitude Advisory Group L.L.C.1,640$204K0.08%new13F-HRTimeline
Authentikos Wealth Advisory, LLC1,632$203K0.13%new13F-HRTimeline
Wright Wealth LLC1,632$203K0.12%+1,13613F-HRTimeline
USAdvisors Wealth Management, LLC1,629$202K0.06%new13F-HRTimeline
Heritage Family Offices, LLP1,625$202K0.08%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.1,625$202K0.08%new13F-HRTimeline
Centurion Wealth Management LLC1,620$201K0.05%+1,13513F-HRTimeline
New Capital Management LP1,620$201K0.05%new13F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,608$200K<0.01%-82,81713F-HRTimeline
Mill Capital Management, LLC1,600$199K0.01%+1,20013F-HRTimeline
Piscataqua Savings Bank1,600$199K0.13%+1,00913F-HRTimeline
Anchor Investment Management, LLC1,560$194K0.01%-10513F-HRTimeline
Kennebec Savings Bank1,552$193K0.15%+1,16413F-HRTimeline
LifeSteps Financial, Inc.1,533$190K0.09%new13F-HRTimeline
Measured Wealth Private Client Group, L…1,532$190K0.05%+1,14913F-HRTimeline
Standard Family Office LLC1,520$189K0.17%+1,14013F-HRTimeline
Allied Private Wealth LLC1,541$188K0.12%13F-HRTimeline
Centerpoint Advisors, LLC1,500$186K0.05%+1,12513F-HRTimeline
StrongBox Wealth, LLC1,484$184K0.05%new13F-HRTimeline
Holos Integrated Wealth LLC1,501$182K0.09%+1,06313F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,454$180K0.1%+1,05413F-HRTimeline
Viewpoint Capital Management LLC1,448$180K0.09%+1,08613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,446$180K0.04%+1,39913F-HRTimeline
SRH ADVISORS, LLC1,424$177K0.05%+1,06813F-HRTimeline
SIMA Wealth Partners, LLC1,416$176K0.12%+1,06213F-HRTimeline
Silver Grove Financial Group, Inc.1,413$175K0.09%new13F-HRTimeline
West Branch Capital LLC1,400$174K0.04%+1,05013F-HRTimeline
Mosley Wealth Management1,330$165K0.05%+5213F-HRTimeline
Vision Retirement, LLC1,324$164K0.04%+99313F-HRTimeline
Sellwood Investment Partners LLC1,312$163K0.06%+98413F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,300$161K0.07%+79413F-HRTimeline
ABOUND FINANCIAL, LLC1,280$159K0.06%+96013F-HRTimeline
Milestone Investment Advisors LLC1,275$158K0.03%+96413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,257$156K0.05%+94313F-HRTimeline
Evergreen Private Wealth LLC1,252$155K0.06%+93913F-HRTimeline
Caitlin John, LLC1,252$155K0.09%+85413F-HRTimeline
Morling Financial Advisors, LLC1,228$152K0.04%+92113F-HRTimeline
Oakmont Advisory Group, LLC1,215$151K0.13%new13F-HRTimeline
Costello Asset Management, INC1,204$150K0.04%+90313F-HRTimeline
Templeton & Phillips Capital Management…1,200$149K0.11%+90013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,172$146K0.01%+87913F-HRTimeline
Crews Bank & Trust1,172$146K0.02%+87913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,164$145K0.05%+87313F-HRTimeline
ENTRUST FINANCIAL LLC1,127$140K0.09%+84513F-HRTimeline
Capital Investment Counsel, Inc1,100$137K0.01%+82513F-HRTimeline
High Note Wealth, LLC1,100$137K0.02%+82513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,092$136K0.02%13F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.314$134K0.1%-94213F-HRTimeline
Atlantic Private Wealth, LLC1,060$132K0.08%+79513F-HRTimeline
Investment Research & Advisory Group, I…1,048$130K0.04%new13F-HRTimeline
Tidemark, LLC1,021$127K0.03%+76613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,014$126K0.07%+67713F-HRTimeline
CoreFirst Bank & Trust1,000$124K0.06%+75013F-HRTimeline
Hickory Point Bank & Trust1,000$124K0.08%+75013F-HRTimeline
Sachetta, LLC988$123K0.06%+74713F-HRTimeline
Frazier Financial Advisors, LLC984$122K0.06%+73813F-HRTimeline
Field & Main Bank960$119K0.02%+72013F-HR/ATimeline
Trifecta Capital Advisors, LLC928$115K0.01%+49613F-HRTimeline
Godfrey Financial Associates, Inc.924$115K0.09%+69313F-HRTimeline
Sankala Group LLC928$114K0.08%+69613F-HRTimeline
Hanson & Doremus Investment Management908$113K0.01%+68113F-HRTimeline
3Chopt Investment Partners, LLC900$112K0.02%new13F-HRTimeline
Luken Investment Analytics, LLC889$110K0.04%+66613F-HRTimeline
Continuum Advisory, LLC884$110K0.01%new13F-HRTimeline
RMG Wealth Management LLC880$109K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton880$109K0.02%+65413F-HRTimeline
Cherry Tree Wealth Management, LLC872$108K0.02%+65413F-HRTimeline
Timmons Wealth Management, LLC841$104K0.08%+63113F-HRTimeline
Coston, McIsaac & Partners820$101K0.02%+61513F-HRTimeline
Advantage Trust Co800$99.3K0.03%new13F-HRTimeline
Winthrop Capital Management, LLC800$99K0.02%+60013F-HRTimeline
Abound Wealth Management794$98.6K0.02%+60413F-HRTimeline
Gladwyn Financial Advisors, Inc.780$96.9K0.06%+58513F-HRTimeline
VSM Wealth Advisory, LLC780$96.9K0.03%+58513F-HRTimeline
Bernard Wealth Management Corp.768$95.4K0.04%+57613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP767$95.2K0.01%+33213F-HRTimeline
Planning Strategies Inc.760$94.4K0.06%13F-HRTimeline
Noble Wealth Management PBC752$93.4K0.04%+53913F-HRTimeline
Cape Investment Advisory, Inc.732$90.9K0.02%new13F-HRTimeline
Dunhill Financial, LLC712$88.4K0.02%+48413F-HRTimeline
Versant Capital Management, Inc701$87.1K0.01%+64213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC692$85.9K0.04%+53913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.688$85.4K0.05%+51613F-HRTimeline
Philadelphia Investment Partners, LLC670$83.3K0.05%+50313F-HRTimeline
Piedmont Capital Management, LLC/NC660$82K0.05%+49513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN608$75.5K0.01%+45613F-HRTimeline
Quaker Wealth Management, LLC600$74.5K0.02%+45013F-HRTimeline
Provident Wealth Management, LLC600$74.5K0.02%+45013F-HRTimeline
Smallwood Wealth Investment Management,…600$74.5K0.03%+45013F-HRTimeline
Dorato Capital Management596$73.9K0.05%+44713F-HRTimeline
Westside Investment Management, Inc.580$72K0.01%+43513F-HRTimeline
Medallion Wealth Advisors, LLC580$72K0.02%-5213F-HRTimeline
Comprehensive Financial Planning, Inc./…577$71.6K0.04%+43313F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC570$70.8K<0.01%+35413F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL568$70.5K0.02%+42613F-HRTimeline
Fairman Group, LLC565$70.1K0.06%+42313F-HRTimeline
Community Financial Services Group, LLC568$69.9K0.01%+41313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC560$69.5K0.04%013F-HRTimeline
Core Alternative Capital558$69.3K0.02%+41113F-HRTimeline
Burk Holdings LLC552$68.5K0.03%+38413F-HRTimeline
Twin Lakes Capital Management, LLC536$66.6K0.03%+40213F-HRTimeline
CNB Bank527$65.4K0.03%+38313F-HRTimeline
Kimelman & Baird, LLC520$64.6K<0.01%+39013F-HR/ATimeline
Signature Equity Partners, LLC509$63.2K0.03%+22313F-HRTimeline