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Disclosery

IWF ISHARES TR

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STOK (fund)

2,290 managers (2,311 13F filers) reported a position in IWF shares at 2024-12-31, 200,497,366 shares in all. 135 filers opened a position and 61 filers sold out during the quarter.

Managers
2,290
13F filers
2,311
New
135
Added
684
Reduced
771
Sold out
61
Shares held by filers
200,497,366

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
DELTA ASSET MANAGEMENT LLC/TN155$62.2K0.01%013F-HRTimeline
Millstone Evans Group, LLC152$61K0.04%13F-HRTimeline
CNB Bank151$60.6K0.03%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC149$60K0.14%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…149$59.8K0.01%013F-HRTimeline
Abound Wealth Management146$58.7K0.02%+14513F-HRTimeline
Westside Investment Management, Inc.145$58.2K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.143$57.6K0.02%-14413F-HRTimeline
Sawyer & Company, Inc141$57K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC140$56.2K0.03%+7713F-HRTimeline
Cape Investment Advisory, Inc.134$53.8K0.02%+5313F-HRTimeline
Kimelman & Baird, LLC130$52.2K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.130$52.2K0.02%013F-HRTimeline
Byrne Asset Management LLC129$51.8K0.04%013F-HRTimeline
one8zero8, LLC118$47.4K0.01%13F-HRTimeline
Elequin Capital, LP117$47K0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC114$45.8K0.01%new13F-HRTimeline
POM Investment Strategies, LLC114$45.8K0.03%013F-HRTimeline
Frazier Financial Advisors, LLC102$41.3K0.03%013F-HRTimeline
Cranbrook Wealth Management, LLC102$41K0.01%+213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC100$40.2K<0.01%013F-HRTimelineGroup
Security National Bank100$40.2K0.01%new13F-HRTimeline
Citizens National Bank Trust Department100$40.2K0.01%013F-HRTimeline
Main Street Group, LTD100$40.2K0.01%013F-HRTimeline
Peterson Wealth Services87$34.9K0.01%new13F-HRTimeline
Creekmur Asset Management LLC79$31.6K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.78$31.3K0.01%013F-HRTimeline
Holos Integrated Wealth LLC74$29.7K0.02%13F-HRTimeline
Twin Lakes Capital Management, LLC71$28.5K0.02%013F-HRTimeline
Signature Resources Capital Management,…70$28.1K0.03%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.69$27.7K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.66$26.5K0.02%13F-HRTimeline
Tower View Wealth Management LLC59$23.7K0.01%013F-HRTimeline
Painted Porch Advisors LLC57$22.9K0.01%-98313F-HRTimeline
Fourth Dimension Wealth, LLC56$22.5K0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC55$22.1K0.01%013F-HRTimeline
Clearstead Trust, LLC55$22.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.53$21.7K0.01%13F-HRTimeline
AllSquare Wealth Management LLC54$21.5K0.01%013F-HRTimeline
Roxbury Financial LLC54$21.5K0.02%13F-HRTimeline
Armor Investment Advisors, LLC50$20.1K0.01%013F-HRTimeline
Retirement Wealth Solutions LLC49$19.5K0.02%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC47$18.9K0.01%13F-HRTimeline
HighMark Wealth Management LLC43$17.3K0.01%-1313F-HRTimeline
Nemes Rush Group LLC43$17.3K<0.01%+913F-HRTimeline
Brooklyn Investment Group38$15.3K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV39$15K<0.01%-3813F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV37$15K<0.01%013F-HRTimeline
Founders Capital Management36$14.5K0.01%013F-HRTimeline
Global Financial Private Client, LLC35$14.1K0.01%013F-HRTimeline
PMV Capital Advisers, LLC34$13.7K0.04%13F-HRTimeline
Pathway Financial Advisers, LLC34$13.3K<0.01%+113F-HRTimeline
Red Tortoise LLC33$13.3K0.01%013F-HRTimeline
Wagner Wealth Management, LLC32$12.9K<0.01%013F-HRTimeline
Luminist Capital LLC30$12K0.02%13F-HRTimeline
Iron Horse Wealth Management, LLC30$12K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.27$10.9K<0.01%new13F-HRTimeline
Atlatl Advisers LLC25$10K0.01%13F-HRTimeline
Putney Financial Group LLC25$10K0.01%13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC25$10K0.01%013F-HR/ATimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…24$9.64K<0.01%new13F-HRTimeline
10Elms LLP22$8.83K0.01%13F-HRTimeline
Ridgewood Investments LLC21$8.43K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA20$8.03K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC20$8.03K<0.01%+713F-HRTimeline
Dunhill Financial, LLC20$8.03K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC21$7.88K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP17$6.83K<0.01%013F-HRTimeline
Menard Financial Group LLC17$6.83K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC15$6.02K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC14$5.62K<0.01%013F-HRTimeline
Bullock Wealth Management Group13$5.28K<0.01%-1113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…13$5.22K<0.01%013F-HRTimeline
American Capital Advisory, LLC13$5.22K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.12$4.97K0.45%-13,45013F-HRTimeline
North Ridge Wealth Advisors, Inc.12$4.82K<0.01%new13F-HRTimeline
Bangor Savings Bank10$4.02K<0.01%013F-HRTimeline
Mattson Financial Services, LLC10$3.75K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8$3.21K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC6$2.41K<0.01%013F-HRTimeline
Demars Financial Group, LLC834,661$2.08K0.3%+832,54513F-HRTimeline
CAPITAL & PLANNING, LLC5$2.02K<0.01%13F-HRTimeline
Park Square Financial Group, LLC5$2.01K<0.01%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4$1.61K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3$1.25K<0.01%-4213F-HRTimelineGroup
Greenline Partners, LLC3$1.21K<0.01%new13F-HRTimeline
RE Dickinson Investment Advisors, LLC202$8110.05%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$402<0.01%-813F-HRTimelineGroup
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Edge Capital Group, LLC33$27.2M-68,91813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.