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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
Ashton Thomas Private Wealth, LLC270,163$33.5M0.7%+200,76913F-HRTimeline
Arkadios Wealth Advisors269,930$33.5M0.51%+198,32713F-HRTimeline
Saiph Capital, LLC269,824$33.5M10.03%+201,74213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.268,411$33.3M0.66%+213,74013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\265,351$32.9M0.01%+196,73913F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC265,144$32.9M1.44%+212,52113F-HRTimeline
Affiance Financial, LLC265,114$32.9M4.74%+203,77013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO261,369$32.5M0.49%+196,76313F-HRTimeline
Integrated Investment Consultants, LLC260,027$32.3M6.36%+188,22113F-HRTimeline
Bluespring Wealth Management, LLC257,814$32M0.62%+254,36913F-HRTimeline
PFW Advisors LLC253,707$31.5M9.18%+189,70113F-HRTimeline
Black Swift Group, LLC251,725$31.3M4.52%+185,85213F-HRTimeline
NWAM LLC246,730$30.6M1.53%+186,74113F-HRTimeline
&PARTNERS246,796$30.6M0.13%+188,47613F-HRTimeline
Aptus Capital Advisors, LLC245,766$30.5M0.22%+190,47813F-HRTimeline
Legacy Edge Advisors, LLC241,524$30M2.76%+181,56713F-HR/ATimeline
JMAC ENTERPRISES LLC238,795$29.7M5%+178,51913F-HRTimeline
Berkshire Money Management, Inc.237,171$29.4M2.69%+178,15213F-HRTimeline
CX Institutional236,020$29.3M0.85%+175,26913F-HRTimeline
Evercore Wealth Management, LLC230,399$28.6M0.4%+170,65713F-HRTimeline
Arax Advisory Partners229,436$28.5M0.19%+221,75813F-HRTimeline
Summit Wealth Partners, LLC226,306$28.1M4%+169,56713F-HRTimeline
DT Investment Partners, LLC225,276$28M2.09%+168,95713F-HRTimeline
Ballentine Partners, LLC225,231$28M0.34%+168,89013F-HRTimeline
Bleakley Financial Group, LLC222,999$27.7M0.35%+167,84913F-HRTimeline
Apella Capital, LLC227,749$27.6M0.39%+169,96113F-HRTimeline
Boulder Wealth Advisors, LLC222,414$27.6M10.07%+167,59413F-HRTimeline
Visionary Wealth Advisors218,923$27.2M1.07%+168,22813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA222,214$27.1M0.76%+164,43913F-HRTimelineGroup
Atria Investments, Inc214,584$26.6M0.27%+172,40313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.212,725$26.4M12.32%+159,24213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…211,164$26.2M0.08%+121,78913F-HRTimeline
Bison Wealth, LLC212,913$26.2M2.41%+8,55713F-HRTimeline
PW Nova Financial Services LLC209,912$26.1M5.59%+158,95913F-HRTimeline
GHP Investment Advisors, Inc.209,755$26M0.96%+157,50213F-HRTimeline
LWM ADVISORS INC209,701$26M19.42%+157,96113F-HRTimeline
Accretive Wealth Partners, LLC207,276$25.7M6.26%+163,78913F-HRTimeline
Prime Capital Investment Advisors, LLC206,667$25.7M0.25%+158,41813F-HRTimeline
Sylvest Advisors, LLC206,645$25.7M11.57%+163,42213F-HRTimeline
Roble, Belko & Company, Inc206,612$25.7M2.77%+154,95913F-HRTimeline
Cooksen Wealth, LLC206,474$25.6M16.16%+155,48313F-HRTimeline
Farther Finance Advisors, LLC205,814$25.6M0.2%+153,83713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC204,824$25.4M6.05%+153,94813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC204,143$25.3M1.46%+155,39413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.202,579$25.2M0.23%+194,04813F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC200,825$24.9M1.15%+152,74213F-HRTimeline
Winslow Capital Management, LLC199,230$24.7M0.09%+107,05413F-HRTimeline
Haverford Trust Co199,118$24.7M0.21%+150,79113F-HRTimeline
KELLY FINANCIAL GROUP LLC198,448$24.6M5.48%+149,90913F-HRTimeline
McKinley Carter Wealth Services, Inc.197,013$24.5M1.26%+147,69913F-HRTimeline
Procyon Advisors, LLC195,905$24.3M1.05%+146,36013F-HRTimeline
MOR Wealth Management, LLC192,949$24M9.54%+139,50613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding191,262$23.7M+51,453Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC190,522$23.7M0.03%+141,45613F-HRTimelineGroup
Winthrop Advisory Group LLC189,751$23.6M1.59%+142,05613F-HRTimeline
Breakwater Capital Group189,130$23.5M2.82%+142,09113F-HRTimeline
MONTAG A & ASSOCIATES INC188,909$23.5M0.99%+136,78413F-HRTimeline
NESTEGG ADVISORS, INC.187,709$23.3M16.48%+141,15613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO187,162$23.2M1.92%+142,33013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding196,836$23.1M+127,194Timeline
Stillwater Capital Advisors, LLC185,645$23.1M2.35%+140,76013F-HRTimeline
49 WEALTH MANAGEMENT, LLC185,469$23M4.39%+184,34713F-HR/ATimeline
ALONGSIDE, LLC185,469$23M4.39%13F-HRTimeline
Whitegate Investment Counselors, Inc.185,136$23M6.54%+138,75913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC184,825$22.9M1.53%+138,61013F-HRTimelineGroup
Tradition Wealth Management, LLC184,576$22.9M1.4%+138,12613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management183,936$22.8M0.69%+136,95813F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.183,929$22.8M7.91%+128,47413F-HRTimeline
Summit Financial, LLC182,955$22.7M0.25%+138,85413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC181,092$22.5M6.11%+137,61413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT180,937$22.5M0.32%+134,92813F-HRTimeline
SlateStone Wealth, LLC179,545$22.3M1.71%+132,63013F-HRTimeline
MJP ASSOCIATES INC /ADV179,521$22.3M2.44%+136,33713F-HRTimeline
MATHER GROUP, LLC.178,474$22.2M0.19%+133,11013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding177,560$22M+133,975Timeline
Compound Planning, Inc.177,468$22M0.58%+139,23013F-HRTimeline
Sunburst Financial Group, LLC177,378$22M3.68%+133,00613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC174,810$21.7M0.1%+130,75113F-HRTimeline
Dorsey & Whitney Trust CO LLC174,060$21.6M1.05%+128,88613F-HRTimeline
Merit Financial Group, LLC174,053$21.6M0.13%+122,73213F-HR/ATimeline
Argent Trust Co172,407$21.4M0.62%+131,28113F-HRTimeline
SONATA CAPITAL GROUP INC170,129$21.1M6.82%+127,73913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC170,128$21.1M0.03%+107,84813F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC169,447$21M14.1%+127,46213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding168,617$20.9M+125,280Timeline
Schneider Downs Wealth Management Advis…166,537$20.7M1.94%+125,12813F-HRTimeline
Composition Wealth, LLC165,988$20.6M0.24%+125,35113F-HRTimeline
Keel Point, LLC165,049$20.5M1.21%+122,14913F-HRTimeline
JENNISON ASSOCIATES LLC164,899$20.5M0.01%+77,16013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…163,398$20.3M0.32%+123,68113F-HRTimelineGroup
Meramec Financial Planners, LLC173,170$20.3M7.41%+134,84813F-HRTimeline
Ball & Co Wealth Management Inc.163,335$20.3M14.38%+129,88013F-HRTimeline
Pointe Capital Management LLC162,841$20.2M9.05%+123,67013F-HRTimeline
Crescent Grove Advisors, LLC162,305$20.2M1.71%+121,35113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC162,101$20.1M0.31%+121,85613F-HRTimeline
Clear Harbor Asset Management, LLC161,406$20M1.25%+120,64813F-HRTimeline
Nvest Financial, LLC160,871$20M6.32%+119,86513F-HRTimeline
Curtis Advisory Group, LLC158,913$19.7M3.83%+118,87313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…158,514$19.7M0.51%+116,32013F-HRTimelineGroup
Westshore Wealth, LLC158,086$19.6M6.09%+118,21613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS157,598$19.6M0.7%+114,97113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…155,757$19.3M0.23%+121,57513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO155,716$19.3M0.02%+97,97613F-HRTimelineGroup
Newport Capital Group, LLC153,722$19.1M10.72%+117,77513F-HRTimeline
Gotham Asset Management, LLC153,260$19M0.04%+115,13713F-HRTimeline
Choate Investment Advisors153,044$19M0.33%+114,97213F-HRTimeline
Objectivity Squared, LLC152,031$18.9M10.63%+114,34313F-HRTimeline
HBK Sorce Advisory LLC152,031$18.8M0.37%+12,32913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/150,503$18.7M<0.01%+102,84413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO150,039$18.6M0.11%+39,70513F-HRTimeline
One Capital Management, LLC43,463$18.5M0.52%013F-HRTimeline
WEST BANCORPORATION INC147,096$18.3M7.81%+110,19013F-HRTimeline
WHITTIER TRUST CO148,100$18.2M0.18%+120,37913F-HRTimeline
MCF Advisors LLC145,499$18.1M0.65%+107,82813F-HRTimeline
Integrated Wealth Concepts LLC145,281$18M0.12%+116,60113F-HR/ATimeline
RETIREMENT INCOME SOLUTIONS, INC42,222$18M3.1%+23313F-HRTimeline
Regent Peak Wealth Advisors LLC144,292$17.9M3.32%+108,30813F-HRTimeline
Curi Capital, LLC142,588$17.7M0.27%+105,06213F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding142,191$17.7M+106,779Timeline
Pacific Sage Partners, LLC142,005$17.6M2.51%+110,62613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.141,164$17.5M0.01%new13F-HRTimelineGroup
Occidental Asset Management, LLC140,957$17.5M1.74%+105,29813F-HRTimeline
JMG Financial Group, Ltd.139,940$17.4M0.42%+105,02113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE139,435$17.3M0.02%+119,93513F-HR/ATimelineGroup
RHUMBLINE ADVISERS138,518$17.2M0.01%+114,56713F-HRTimeline
INVESTMENT PARTNERS, LTD.138,513$17.2M5.38%+103,79913F-HRTimeline
Valeo Financial Advisors, LLC138,481$17.2M0.36%+107,28613F-HRTimeline
STEVENS CAPITAL PARTNERS138,319$17.2M3.27%+102,57613F-HRTimeline
Walsh & Associates, LLC136,802$17M13.88%+104,45113F-HRTimeline
MidFirst Bank135,960$16.9M1.2%+99,03013F-HRTimeline
IHT Wealth Management, LLC135,763$16.9M0.36%+101,80513F-HRTimeline
Grove Bank & Trust135,074$16.8M1.66%+101,61613F-HRTimeline
Intrepid Financial Planning Group LLC134,146$16.7M5.66%+100,47413F-HRTimeline
Summit Trail Advisors, LLC133,199$16.5M0.21%+97,17913F-HRTimeline
Compass Financial Group, Inc.130,115$16.2M6.83%+94,96513F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC128,692$16M9.63%+96,51913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC127,737$15.9M4.46%+96,68713F-HRTimeline
Krane Financial Solutions LLC125,835$15.6M9.62%+93,12413F-HRTimeline
NBH Bank125,562$15.6M6.57%13F-HRTimeline
Narwhal Capital Management125,220$15.5M1.07%+93,91513F-HRTimeline
Sequoia Financial Advisors, LLC123,391$15.3M0.08%+94,27513F-HRTimeline
Prospera Financial Services Inc123,239$15.3M0.22%+92,16713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC121,868$15.1M0.24%new13F-HRTimeline
Parallel Advisors, LLC121,550$15.1M0.23%+90,74813F-HRTimeline
Ballast, Inc.120,713$15M2.83%+90,70213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC120,472$15M0.28%+87,77113F-HRTimeline
Vise Technologies, Inc.120,302$14.9M0.17%+101,52113F-HRTimeline
BCGM Wealth Management, LLC120,216$14.9M3.16%+91,93613F-HRTimeline
Stonebridge Financial Group, LLC119,513$14.8M1.13%+89,48913F-HRTimeline
SAGE FINANCIAL GROUP INC118,651$14.7M0.82%+88,85713F-HRTimeline
Finley Financial, LLC118,480$14.7M5.92%+88,39513F-HRTimeline
Brand Asset Management Group, Inc.118,272$14.7M3.25%+88,71213F-HRTimeline
STAR Financial Bank117,458$14.6M5.94%+87,43513F-HRTimeline
FDx Advisors, Inc.117,083$14.5M4.38%+87,33513F-HRTimeline
One Wealth Advisors, LLC115,589$14.4M1.58%+85,62113F-HRTimeline
American State Bank (Iowa)115,412$14.3M5.81%+82,33613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC114,888$14.3M0.19%+88,68313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.113,385$14.1M4.03%+77,82713F-HRTimeline
SAPIENT CAPITAL LLC112,737$14M0.18%+85,61313F-HR/ATimeline
Clientfirst Wealth Management, LLC112,336$13.9M11.46%+84,07213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp111,881$13.9M0.33%+82,03313F-HRTimelineGroup
Snowden Capital Advisors LLC111,495$13.8M0.33%+86,00413F-HRTimeline
RFG Advisory, LLC110,571$13.7M0.21%+80,12613F-HRTimeline
Hardy Reed LLC110,536$13.7M0.88%+82,90213F-HRTimeline
Advisory Services Network, LLC110,367$13.7M0.16%+82,72013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO109,967$13.6M0.16%+83,62613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP109,069$13.5M0.16%+82,49213F-HRTimeline
EPIQ PARTNERS, LLC108,832$13.5M5.73%+81,62613F-HRTimeline
TOWNSQUARE CAPITAL LLC108,699$13.5M2.48%+79,03213F-HRTimeline
Vestmark Advisory Solutions, Inc.108,642$13.5M0.13%+80,60313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC108,261$13.4M0.16%+79,44413F-HRTimelineGroup
Prosperity Consulting Group, LLC108,037$13.4M0.51%+84,88513F-HRTimeline
Sowell Financial Services LLC107,490$13.3M0.44%+84,17613F-HRTimeline
Arete Wealth Advisors, LLC106,547$13.2M0.87%+79,82413F-HR/ATimeline
MATRIX ASSET ADVISORS INC/NY106,505$13.2M1.08%+79,74913F-HRTimeline
Arcadia Wealth Management, LLC106,025$13.2M4.13%+76,71613F-HRTimeline
Connecticut Wealth Management, LLC105,105$13.1M0.48%+76,02713F-HRTimeline
Brickley Wealth Management104,921$13M1.87%+78,30913F-HRTimeline
XPONANCE LLC104,716$13M0.08%+91,31313F-HRTimeline
Highland Financial Advisors, LLC104,434$13M2.85%+78,30513F-HRTimeline
Busey Bank104,051$12.9M0.31%+77,62313F-HRTimeline
CIBC WORLD MARKET INC.103,844$12.9M0.02%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK103,455$12.8M0.02%new13F-HRTimelineGroup
Napier Financial, LLC103,237$12.8M2.67%+77,06513F-HRTimeline
OneDigital Investment Advisors LLC102,975$12.8M0.11%+65,92913F-HRTimeline
Gilliland Jeter Wealth Management LLC102,804$12.8M3.34%+77,23413F-HRTimeline
Western Wealth Management, LLC102,796$12.8M0.42%+76,69513F-HRTimeline
Eukles Asset Management101,889$12.7M5.22%+76,63913F-HRTimeline
FIDELITY D & D BANCORP INC100,625$12.5M4.29%+78,83413F-HRTimeline
Pettinga Financial Advisors LLC100,515$12.5M2%+76,48813F-HRTimeline
American Institute for Advanced Investm…100,432$12.5M7.21%+75,19213F-HRTimeline
GC Wealth Management RIA, LLC99,550$12.4M0.71%+80,93613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…98,815$12.3M0.24%+81,93613F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.98,443$12.2M1.55%+72,89513F-HR/ATimeline
Highland Investment Advisors LLC98,010$12.2M5.31%13F-HRTimeline
OFS Enterprise LLC97,704$12.1M3.1%+73,02313F-HRTimeline
Dakota Wealth Management97,216$12.1M0.23%+69,58013F-HRTimeline
J.W. COLE ADVISORS, INC.96,570$12M0.21%new13F-HRTimeline
Arbor Investment Advisors, LLC96,522$12M1.36%+72,35413F-HRTimeline
CONNING INC.in group CONNING INC.96,348$12M0.36%+72,26113F-HRTimelineGroup