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Disclosery

IWF ISHARES TR

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STOK (fund)

2,280 managers (2,303 13F filers) reported a position in IWF shares at 2025-06-30, 197,179,133 shares in all. 165 filers opened a position and 79 filers sold out during the quarter.

Managers
2,280
13F filers
2,303
New
165
Added
697
Reduced
836
Sold out
79
Shares held by filers
197,179,133

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Team Financial Group, LLC138$58.5K0.03%new13F-HRTimeline
Twin Lakes Capital Management, LLC134$56.9K0.03%-7113F-HRTimeline
Accredited Wealth Management, LLC134$56.9K0.05%013F-HRTimeline
Kimelman & Baird, LLC130$55.2K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.130$55.2K0.03%013F-HRTimeline
Bear Mountain Capital, Inc.127$55.2K0.02%-27313F-HRTimeline
FIRST COMMUNITY TRUST NA125$53.1K0.04%+10513F-HRTimeline
one8zero8, LLC118$50.1K0.01%013F-HRTimeline
American Capital Advisory, LLC116$49.3K0.02%013F-HRTimeline
POM Investment Strategies, LLC114$48.4K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC110$46.7K0.03%+7913F-HRTimeline
Sawyer & Company, Inc364$45.2K0.02%+22313F-HR/ATimeline
Transce3nd, LLC106$45K0.02%+1913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC100$42.5K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC100$42.5K0.01%013F-HRTimeline
Security National Bank100$42.5K0.01%013F-HRTimeline
Citizens National Bank Trust Department100$42.5K0.01%013F-HRTimeline
Main Street Group, LTD100$42.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$42.5K<0.01%-4513F-HRTimeline
Hughes Financial Services, LLC92$40.8K0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC88$37.4K0.03%013F-HRTimeline
Pineridge Advisors LLC81$34.5K0.01%013F-HRTimeline
Creekmur Asset Management LLC79$33.5K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.78$33.1K0.01%013F-HRTimeline
Holos Integrated Wealth LLC74$33K0.02%013F-HRTimeline
Bell Investment Advisors, Inc75$31.8K0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP73$31K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT72$30.4K<0.01%013F-HRTimeline
Compass Planning Associates Inc70$29.7K0.03%-30313F-HRTimeline
HighMark Wealth Management LLC69$29.4K0.01%+2613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.69$29.3K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.69$29.3K0.01%-2613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners62$26.4K<0.01%+5913F-HRTimelineGroup
Tower View Wealth Management LLC59$25.2K0.01%013F-HRTimeline
ALERUS FINANCIAL NA59$25.1K<0.01%new13F-HRTimeline
Byrne Asset Management LLC59$25.1K0.02%-5013F-HRTimeline
Gen-Wealth Partners Inc59$25.1K0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise60$25K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC56$23.8K0.01%013F-HRTimeline
Roxbury Financial LLC54$22.9K0.02%013F-HRTimeline
AllSquare Wealth Management LLC54$22.8K0.01%013F-HRTimeline
Armor Investment Advisors, LLC50$21.2K0.01%013F-HRTimeline
Avalon Trust Co49$20.8K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.48$20.4K0.06%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd48$20.4K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC47$20K0.01%013F-HRTimeline
Nemes Rush Group LLC43$18.3K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV39$16K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV37$16K<0.01%013F-HRTimeline
Founders Capital Management36$15.3K0.01%013F-HRTimeline
First Pacific Financial33$14K<0.01%new13F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA33$14K0.03%new13F-HRTimeline
Wagner Wealth Management, LLC32$13.6K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC30$12.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.30$12.7K0.01%-2313F-HRTimeline
Luminist Capital LLC30$12.6K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.29$12.3K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.27$11.5K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC27$11.5K0.01%013F-HRTimeline
Valued Wealth Advisors LLC26$11K0.01%new13F-HRTimeline
Putney Financial Group LLC25$10.6K0.01%013F-HR/ATimeline
Red Tortoise LLC22$9.41K<0.01%013F-HRTimeline
Integrity Financial Corp /WA22$9.36K<0.01%013F-HRTimeline
10Elms LLP22$9.34K0.01%013F-HRTimeline
Ridgewood Investments LLC21$8.92K<0.01%013F-HRTimeline
Winch Advisory Services, LLC15$6.37K<0.01%013F-HRTimeline
Bullock Wealth Management Group13$5.53K<0.01%013F-HRTimeline
Bangor Savings Bank10$4.25K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC9$3.82K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.8$3.4K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC6$2.55K<0.01%013F-HRTimeline
Park Square Financial Group, LLC6$2.55K<0.01%+213F-HRTimeline
N.E.W. Advisory Services LLC5$2.12K<0.01%-18413F-HRTimeline
PMV Capital Advisers, LLC5$2.12K<0.01%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4$1.7K<0.01%new13F-HRTimeline
Horizon Investments, LLC4$1.7K<0.01%-33013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2$849<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2$849<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BROADWATER CAPITAL MANAGEMENT LLC10,615$10.6K+10,59013F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.