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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
Jasper Ridge Partners, L.P.69,729$28M0.89%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS68,844$27.6M1.04%+8,72513F-HRTimelineGroup
NWAM LLC68,276$27.4M1.7%+7913F-HRTimeline
Avantax Planning Partners, Inc.67,763$27.2M0.98%-1,68913F-HRTimeline
SMITH, MOORE & CO.67,317$27M2.47%+5,06913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,308$27M0.28%+22,09313F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC67,082$26.9M9.61%new13F-HRTimeline
Corundum Group, Inc.66,822$26.8M10.02%-2,14313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC66,789$26.8M10.1%+4,73513F-HRTimeline
Sowell Financial Services LLC65,986$26.5M1.39%+1,89313F-HRTimeline
CONDOR CAPITAL MANAGEMENT65,310$26.2M2.31%+1,72613F-HRTimeline
Bluesphere Advisors LLC64,614$25.9M12.7%+75613F-HRTimeline
Global Retirement Partners, LLC64,455$25.9M0.74%+93213F-HRTimeline
HB Wealth Management, LLC64,186$25.8M0.26%+1,52413F-HRTimeline
Boulder Wealth Advisors, LLC61,014$24.5M12.63%+5,83913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO60,319$24.2M0.44%-1,54813F-HRTimeline
Wilmington Savings Fund Society, FSB60,238$24.2M0.44%+2,19613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS59,946$24.1M0.02%+11,81113F-HRTimelineGroup
Claro Advisors Inc.59,151$23.8M3.21%+5,31513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO59,091$23.7M0.16%+49,43413F-HRTimeline
SlateStone Wealth, LLC59,064$23.7M2.33%-1,91213F-HRTimeline
DT Investment Partners, LLC59,017$23.7M2.01%-9513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC58,898$23.7M4.65%-5,31013F-HRTimeline
Atria Investments, Inc58,576$23.5M0.29%+25,57013F-HRTimeline
Legacy Edge Advisors, LLC57,918$23.5M3.73%-14,81013F-HRTimeline
Haverford Trust Co58,071$23.3M0.23%-54513F-HRTimeline
Ashton Thomas Private Wealth, LLC57,973$23.3M0.91%+77213F-HRTimeline
Aptus Capital Advisors, LLC57,883$23.2M0.28%+1,24313F-HRTimeline
Franklin Resourcesgroup of 2 filers holding57,638$23.1M+17,752Timeline
Fermata Advisors, LLC57,303$23M4.3%+2,84113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…57,050$22.9M0.79%+65913F-HRTimelineGroup
Ballentine Partners, LLC56,955$22.9M0.39%-19013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…56,551$22.7M0.05%+1,17513F-HR/ATimeline
BLODGETT WEALTH ADVISORS, LLC56,185$22.6M17.69%+6113F-HRTimeline
Evercore Wealth Management, LLC56,181$22.6M0.34%+65413F-HRTimeline
Callan Family Office, LLC55,709$22.4M1.42%+32513F-HRTimeline
MONTAG A & ASSOCIATES INC55,444$22.3M1.06%+3,57113F-HRTimeline
LWM ADVISORS INC54,186$21.8M21.84%13F-HRTimeline
Visionary Wealth Advisors54,039$21.7M1.27%-20113F-HRTimeline
Prospera Financial Services Inc53,944$21.7M0.5%+37,03313F-HRTimeline
McKinley Carter Wealth Services, Inc.53,926$21.7M1.33%-53513F-HRTimeline
GHP Investment Advisors, Inc.53,710$21.6M1.01%-76613F-HRTimeline
MATHER GROUP, LLC.52,622$21.1M0.27%-1,29213F-HRTimeline
Whitegate Investment Counselors, Inc.52,606$21.1M7.24%-20,81513F-HRTimeline
Summit Wealth Partners, LLC52,358$21M4.32%-2,30613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC51,899$21M2.1%-47313F-HRTimeline
Roble, Belko & Company, Inc52,207$21M3.33%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC52,140$20.9M2.42%+2,95613F-HRTimelineGroup
STAR Financial Bank51,764$20.8M14.97%-3,34313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,496$20.7M0.64%-15013F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.50,883$20.4M12.32%-2,49813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,810$20.4M0.03%+50,21513F-HRTimelineGroup
Winthrop Advisory Group LLC50,123$20.1M2.42%-4213F-HRTimeline
Dorsey & Whitney Trust CO LLC50,067$20.1M1.11%+44713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC48,053$19.3M0.02%+2,70413F-HRTimelineGroup
Tradition Wealth Management, LLC47,915$19.2M1.7%-81313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT47,540$19.1M0.32%-1,55813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding47,438$19.1M-1,928Timeline
RETIREMENT INCOME SOLUTIONS, INC47,432$19M3.84%-1,35713F-HRTimeline
Westshore Wealth, LLC46,767$18.8M7.61%-7013F-HRTimeline
Curtis Advisory Group, LLC46,660$18.7M4.96%-20213F-HRTimeline
NESTEGG ADVISORS, INC.46,209$18.7M18.87%13F-HRTimeline
MJP ASSOCIATES INC /ADV46,314$18.6M3.34%+1,20213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO45,873$18.4M0.02%+4,63213F-HRTimelineGroup
Cooksen Wealth, LLC44,438$17.8M16.41%+9813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC44,342$17.8M0.47%13F-HRTimeline
Sunburst Financial Group, LLC44,327$17.8M4.4%-2,47413F-HRTimeline
Crescent Grove Advisors, LLC43,731$17.6M1.74%+8113F-HRTimeline
SONATA CAPITAL GROUP INC43,669$17.5M7.26%+18513F-HRTimeline
O'Brien Wealth Partners LLC43,606$17.5M3.16%-1,00413F-HRTimeline
Occidental Asset Management, LLC43,185$17.3M2.71%-2,22513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.42,874$17.2M8.56%+62413F-HRTimeline
Winslow Capital Management, LLC41,850$16.8M0.06%+24,05713F-HRTimeline
Keel Point, LLC41,836$16.8M1.35%-58913F-HRTimeline
Schneider Downs Wealth Management Advis…41,779$16.8M3.16%-38013F-HRTimeline
Nvest Financial, LLC41,593$16.7M8.48%-9113F-HRTimeline
Stillwater Capital Advisors, LLC41,303$16.6M2.05%-1,21213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,475$16.3M0.36%-5,12013F-HRTimelineGroup
Regent Peak Wealth Advisors LLC40,168$16.1M3.62%+7,12513F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC39,947$16M0.02%+38,87013F-HRTimelineGroup
Cordatus Wealth Management LLC39,710$15.9M4.21%+38,07413F-HRTimeline
Clear Harbor Asset Management, LLC39,697$15.9M1.29%+3,05513F-HRTimeline
Dakota Wealth Management39,171$15.7M0.36%-1913F-HRTimeline
Compass Financial Group, Inc.39,168$15.7M7.52%-1,22413F-HRTimeline
FDx Advisors, Inc.39,107$15.7M4.59%-4,13113F-HRTimeline
Procyon Advisors, LLC38,841$15.6M1%+12,76413F-HRTimeline
Independent Advisor Alliance38,752$15.6M0.21%+37,62713F-HRTimeline
Consolidated Portfolio Review Corp38,350$15.4M2.44%-7,50513F-HRTimeline
Sylvest Advisors, LLC38,221$15.3M9.44%13F-HRTimeline
OneDigital Investment Advisors LLC38,112$15.3M0.18%+2,09913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC37,693$15.1M0.08%013F-HRTimelineGroup
Summit Financial, LLC37,656$15.1M0.53%+2,76813F-HRTimeline
JMG Financial Group, Ltd.37,473$15M0.51%+37013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,155$14.9M+1,568Timeline
HBK Sorce Advisory LLC36,994$14.9M0.45%-82613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC36,982$14.9M<0.01%-11813F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC36,826$14.8M5.26%13F-HRTimeline
One Wealth Advisors, LLC36,737$14.8M2.19%+2,49813F-HRTimeline
Choate Investment Advisors36,660$14.7M0.35%-26413F-HRTimeline
NOTTINGHAM ADVISORS, INC.36,489$14.7M1.86%-4,01413F-HRTimeline
INVESTMENT PARTNERS, LTD.36,426$14.6M6.02%-31413F-HRTimeline
Newport Capital Group, LLC36,323$14.6M10.75%+40413F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P36,175$14.5M0.02%-5,37813F-HRTimelineGroup
GeoWealth Management, LLC35,932$14.4M0.47%+22,53813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…35,541$14.4M0.06%+14,44113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…35,347$14.2M0.28%+4,17013F-HRTimelineGroup
Intrepid Financial Planning Group LLC35,297$14.2M5.99%-36413F-HRTimeline
Prime Capital Investment Advisors, LLC34,567$13.9M0.2%-17713F-HRTimeline
Clayton Financial Group LLC34,433$13.8M4.98%-77813F-HRTimeline
FMA Wealth Management, LLC34,394$13.8M10.28%-83413F-HRTimeline
DSM CAPITAL PARTNERS LLC34,211$13.7M0.21%+33,67913F-HRTimeline
RFG Advisory, LLC33,968$13.6M0.39%+3,13613F-HRTimeline
WEST BANCORPORATION INC33,919$13.6M8.95%-1,03813F-HRTimeline
IHT Wealth Management, LLC33,578$13.5M0.44%-16,11813F-HRTimeline
RHUMBLINE ADVISERS33,444$13.4M0.01%-15,89513F-HR/ATimeline
Finley Financial, LLC33,044$13.4M6.96%13F-HRTimeline
Accretive Wealth Partners, LLC33,108$13.3M5.64%-75313F-HRTimeline
Western Wealth Management, LLC33,044$13.3M0.87%+5,45613F-HR/ATimeline
Stonebridge Financial Group, LLC32,943$13.2M1.46%13F-HRTimeline
Quantinno Capital Management LP32,819$13.2M0.13%+4,05313F-HRTimeline
TOWNSQUARE CAPITAL LLC32,730$13.1M0.15%+17,77513F-HRTimeline
Pointe Capital Management LLC32,695$13.1M7.54%+58913F-HR/ATimeline
SMI Advisory Services, LLC32,896$13M3.01%-29213F-HRTimeline
Financial Engines Advisors L.L.C.32,455$13M0.03%+2,36213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.32,402$13M5.86%+13213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/32,135$12.9M0.02%-5,17713F-HRTimelineGroup
Valeo Financial Advisors, LLC31,733$12.7M0.36%-67513F-HRTimeline
Breakwater Capital Group31,665$12.7M2.53%-31413F-HRTimeline
Brand Asset Management Group, Inc.31,660$12.7M5.16%-3,02913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC31,640$12.7M7%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC31,597$12.7M0.02%-6,54013F-HRTimelineGroup
Integrated Wealth Concepts LLC31,593$12.7M0.15%+3,93113F-HRTimeline
UMB Bank, n.a.31,340$12.6M0.2%-13,30713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Narwhal Capital Management31,070$12.5M1.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC30,920$12.4M0.11%+81413F-HRTimeline
GM Advisory Group, LLC30,875$12.4M0.69%-9313F-HRTimeline
Curi Capital, LLC30,280$12.2M0.28%-2,67413F-HRTimeline
Altus Wealth Group LLC30,265$12.2M5.38%-1,08113F-HRTimeline
IMS Capital Management30,070$12.1M5.6%-17713F-HRTimeline
Affiance Financial, LLC30,035$12.1M2.88%+1,32213F-HRTimeline
SAGE FINANCIAL GROUP INC29,426$11.8M0.95%+21513F-HRTimeline
Brickley Wealth Management29,165$11.7M2.38%-4,44913F-HRTimeline
Connecticut Wealth Management, LLC28,884$11.6M0.57%-16013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC28,851$11.6M3.6%+51513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO28,499$11.4M0.21%+49313F-HRTimeline
Clientfirst Wealth Management, LLC28,264$11.4M11.48%13F-HRTimeline
BCGM Wealth Management, LLC27,729$11.1M3.53%-24613F-HRTimeline
Private Portfolio Partners LLC27,721$11.1M2.05%-2713F-HRTimeline
Hardy Reed LLC27,714$11.1M0.98%-13513F-HRTimeline
Pacific Sage Partners, LLC27,709$11.1M2.54%+40613F-HRTimeline
Highland Financial Advisors, LLC27,583$11.1M3.84%-48313F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC27,357$11M1.28%+5,69713F-HRTimeline
Busey Bank27,351$11M0.36%+52613F-HRTimeline
EPIQ PARTNERS, LLC27,341$11M5.94%+55213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC27,313$11M0.21%+48713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC27,209$10.9M1.61%-43913F-HRTimeline
WHITTIER TRUST CO27,041$10.9M0.14%-10,93613F-HRTimeline
FLC Capital Advisors27,018$10.8M2.5%-20313F-HRTimeline
Oldfather Financial Services, LLC26,922$10.8M4.12%-65613F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT26,705$10.7M0.67%-15613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.26,606$10.7M2.15%-19513F-HRTimeline
Bryn Mawr Trust Advisors, LLC26,574$10.7M0.58%+1,36913F-HR/ATimeline
American Institute for Advanced Investm…26,533$10.7M7.94%-78513F-HRTimeline
Grove Bank & Trust26,496$10.6M1.48%+89013F-HRTimeline
Arete Wealth Advisors, LLC26,388$10.6M0.77%+57013F-HRTimeline
BluePointe Capital Management, LLC26,254$10.5M6.03%+3,25913F-HRTimeline
Mill Creek Capital Advisors, LLC26,248$10.5M0.25%+213F-HRTimeline
B. Riley Wealth Advisors, Inc.26,115$10.5M0.34%+1,95813F-HRTimeline
Gilliland Jeter Wealth Management LLC25,912$10.4M3.51%+413F-HRTimeline
SAPIENT CAPITAL LLC25,870$10.4M0.2%-86013F-HRTimeline
Ballast, Inc.25,609$10.3M2.94%-79713F-HRTimeline
Arbor Investment Advisors, LLC25,358$10.2M1.43%+613F-HRTimeline
US FINANCIAL ADVISORS, LLC25,212$10.1M3.11%+41413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC25,154$10.1M0.12%013F-HRTimelineGroup
White Lighthouse Investment Management …25,084$10.1M1.77%-1,17513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO24,925$10M0.07%+2,17013F-HRTimelineGroup
DIVERSIFIED TRUST CO24,703$9.92M0.24%-20813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC24,602$9.88M4.49%-16013F-HRTimeline
Parallel Advisors, LLC24,566$9.87M0.22%+2,80813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding24,555$9.86M+4,119Timeline
Topel & Distasi Wealth Management, LLC24,532$9.85M4.22%-3,65313F-HRTimeline
Blue Trust, Inc.24,373$9.79M0.13%-2,72513F-HR/ATimeline
Patten Group, Inc.24,338$9.77M2.16%-13513F-HRTimeline
Argent Trust Co24,314$9.76M0.4%+44113F-HRTimeline
Truepoint, Inc.24,215$9.72M0.26%-90713F-HRTimeline
Venture Visionary Partners LLC24,194$9.72M0.41%-41913F-HR/ATimeline
Snowden Capital Advisors LLC24,176$9.71M0.3%+1,45213F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…24,142$9.69M3.61%-38313F-HRTimeline
CONNING INC.in group CONNING INC.24,087$9.67M0.34%013F-HRTimelineGroup
Global Strategic Investment Solutions, …24,049$9.66M1.13%+1,63913F-HRTimeline
ARK & TLK INVESTMENTS, LLC24,039$9.65M3.35%-13013F-HRTimeline
American Trust23,778$9.55M0.73%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,694$9.52M0.24%+91013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,583$9.47M0.2%+40313F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.23,561$9.46M7.12%-1,50113F-HRTimeline
Eukles Asset Management23,535$9.45M4.03%-1,03213F-HRTimeline
Pettinga Financial Advisors LLC23,529$9.45M2.14%-86213F-HRTimeline
Paladin Advisory Group, LLC23,383$9.39M7.19%-59113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23,133$9.29M0.21%+39813F-HRTimelineGroup
Aaron Wealth Advisors LLC22,987$9.23M1.07%+1,83413F-HRTimeline