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Disclosery

IWF ISHARES TR

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STOK (fund)

2,202 managers (2,222 13F filers) reported a position in IWF shares at 2025-03-31, 202,646,058 shares in all. 89 filers opened a position and 153 filers sold out during the quarter.

Managers
2,202
13F filers
2,222
New
89
Added
628
Reduced
929
Sold out
153
Shares held by filers
202,646,058

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SMITH, MOORE & CO.70,096$25.3M2.34%+2,77913F-HRTimeline
Jasper Ridge Partners, L.P.69,729$25.2M0.81%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS69,546$25.1M1.02%+70213F-HRTimelineGroup
PFW Advisors LLC69,110$25M7.82%-1,60613F-HRTimeline
Capital Planning Advisors, LLC68,401$24.7M3.81%-1,89413F-HRTimeline
VestGen Advisors, LLC67,764$24.5M1.11%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT67,047$24.2M2.25%+1,73713F-HRTimeline
COUNTRY CLUB BANK66,730$24.1M1.62%-4,57813F-HRTimeline
Ashton Thomas Private Wealth, LLC65,269$23.6M0.9%+7,29613F-HRTimeline
Callan Family Office, LLC64,972$23.5M1.76%+9,26313F-HRTimeline
Corundum Group, Inc.64,778$23.4M11.22%-2,04413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO63,094$22.8M0.58%+2,77513F-HRTimeline
NWAM LLC62,288$22.5M1.93%-5,98813F-HRTimeline
Newbrook Capital Advisors LP60,937$22M3.47%new13F-HRTimeline
Curi Capital, LLC60,913$22M0.54%+30,63313F-HRTimeline
Boulder Wealth Advisors, LLC60,603$21.9M12.74%-41113F-HRTimeline
Claro Advisors Inc.60,549$21.9M2.93%+1,39813F-HRTimeline
DT Investment Partners, LLC59,017$21.3M2.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB58,890$21.3M0.4%-1,34813F-HRTimeline
Legacy Edge Advisors, LLC58,860$21.3M3.32%+94213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS58,807$21.2M0.02%-1,13913F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…58,188$21M0.05%+1,63713F-HRTimeline
Haverford Trust Co57,674$20.8M0.21%-39713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding57,562$20.8M-76Timeline
Evercore Wealth Management, LLC57,347$20.7M0.33%+1,16613F-HRTimeline
SlateStone Wealth, LLC57,028$20.6M2.07%-2,03613F-HRTimeline
Ballentine Partners, LLC56,955$20.6M0.36%013F-HRTimeline
MONTAG A & ASSOCIATES INC56,191$20.3M1.01%+74713F-HRTimeline
Aptus Capital Advisors, LLC55,429$20M0.23%-2,45413F-HRTimeline
Ethos Financial Group, LLC52,174$19.9M1.9%+37,21713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC54,921$19.8M4.27%-3,97713F-HRTimeline
Visionary Wealth Advisors54,471$19.7M1.18%+43213F-HRTimeline
LWM ADVISORS INC52,011$19.5M20.04%-2,17513F-HRTimeline
McKinley Carter Wealth Services, Inc.53,464$19.3M1.19%-46213F-HRTimeline
GHP Investment Advisors, Inc.53,278$19.2M0.92%-43213F-HRTimeline
Summit Wealth Partners, LLC52,672$19M3.86%+31413F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC52,578$19M16.18%-3,60713F-HRTimeline
RHUMBLINE ADVISERS52,160$18.8M0.02%+18,71613F-HR/ATimeline
VAUGHAN & Co SECURITIES, INC.52,012$18.8M11.63%+1,12913F-HRTimeline
Roble, Belko & Company, Inc51,969$18.8M2.99%-23813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC51,349$18.7M1.99%-55013F-HRTimeline
BluePointe Capital Management, LLC51,821$18.7M7.13%+25,56713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,615$18.6M0.6%+11913F-HRTimelineGroup
Fermata Advisors, LLC51,225$18.5M3.35%-6,07813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…50,811$18.3M0.69%-6,23913F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC50,341$18.2M1.05%+27413F-HRTimeline
MATHER GROUP, LLC.50,189$18.1M0.21%-2,43313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding49,730$18M+2,292Timeline
Ball & Co Wealth Management Inc.49,511$17.9M19.16%-44,20313F-HRTimeline
Whitegate Investment Counselors, Inc.49,356$17.8M6.33%-3,25013F-HRTimeline
JMAC ENTERPRISES LLC49,195$17.8M4.22%-47,83413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC47,410$17.1M5.59%+18,55913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC47,363$17.1M1.95%-4,77713F-HRTimelineGroup
Tradition Wealth Management, LLC47,261$17.1M1.5%-65413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT47,094$17M0.29%-44613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC46,991$17M0.08%+9,29813F-HRTimelineGroup
Curtis Advisory Group, LLC46,278$16.7M4.91%-38213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC46,167$16.7M3.49%-1,26513F-HRTimeline
NESTEGG ADVISORS, INC.45,892$16.6M17.61%-31713F-HRTimeline
Westshore Wealth, LLC45,622$16.5M6.97%-1,14513F-HRTimeline
STAR Financial Bank45,053$16.3M11.91%-6,71113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO44,919$16.2M0.11%+19,99413F-HRTimelineGroup
Sunburst Financial Group, LLC44,257$16M3.92%-7013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.43,657$15.8M7.95%+78313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC43,632$15.8M0.4%-71013F-HRTimeline
Crescent Grove Advisors, LLC43,021$15.5M1.62%-71013F-HRTimeline
MJP ASSOCIATES INC /ADV43,004$15.5M2.8%-3,31013F-HRTimeline
SONATA CAPITAL GROUP INC42,992$15.5M6.76%-67713F-HRTimeline
Occidental Asset Management, LLC42,901$15.5M2.34%-28413F-HRTimeline
Quantinno Capital Management LP42,815$15.5M0.1%+9,99613F-HRTimeline
Schneider Downs Wealth Management Advis…42,675$15.4M2.79%+89613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,504$15.3M0.03%-8,30613F-HR/ATimelineGroup
Winthrop Advisory Group LLC41,986$15.2M1.82%-8,13713F-HRTimeline
Atria Investments, Inc41,950$15.1M0.19%-16,62613F-HRTimeline
O'Brien Wealth Partners LLC41,560$15M2.79%-2,04613F-HRTimeline
Foundations Investment Advisors, LLC41,324$14.9M0.28%+31,50113F-HRTimeline
Prime Capital Investment Advisors, LLC40,971$14.8M0.17%+6,40413F-HRTimeline
KELLY FINANCIAL GROUP LLC40,969$14.8M4.62%+4,14313F-HRTimeline
Keel Point, LLC40,886$14.8M1.15%-95013F-HRTimeline
Stillwater Capital Advisors, LLC40,881$14.8M2.06%-42213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,763$14.7M0.32%+28813F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC40,600$14.7M0.04%new13F-HRTimeline
Nvest Financial, LLC40,499$14.6M7.83%-1,09413F-HRTimeline
Arkadios Wealth Advisors40,031$14.5M0.55%+19,21413F-HRTimeline
Clear Harbor Asset Management, LLC39,763$14.4M1.14%+6613F-HRTimeline
Cooksen Wealth, LLC42,524$14.3M14.54%-1,91413F-HRTimeline
Sylvest Advisors, LLC39,425$14.2M8.9%+1,20413F-HRTimeline
Regent Peak Wealth Advisors LLC39,405$14.2M3.36%-76313F-HRTimeline
Compass Financial Group, Inc.39,178$14.1M7.27%+1013F-HRTimeline
Summit Financial, LLC38,912$14.1M0.39%+1,25613F-HRTimeline
Accretive Wealth Partners, LLC37,625$14M4.93%+4,51713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/38,571$13.9M0.02%+6,43613F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding38,296$13.8M+1,314Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…37,949$13.7M0.43%+79413F-HRTimelineGroup
&PARTNERS37,664$13.6M0.14%+16,07513F-HRTimeline
Consolidated Portfolio Review Corp37,404$13.5M2.16%-94613F-HRTimeline
OneDigital Investment Advisors LLC36,973$13.4M0.16%-1,13913F-HRTimeline
Choate Investment Advisors36,833$13.3M0.33%+17313F-HRTimeline
Breakwater Capital Group36,736$13.3M2.36%+5,07113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…36,710$13.3M0.26%+1,36313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,698$13.3M0.11%+5,77813F-HRTimeline
Compound Planning, Inc.36,665$13.2M0.6%+31,95413F-HRTimeline
JMG Financial Group, Ltd.36,643$13.2M0.45%-83013F-HRTimeline
Dakota Wealth Management36,616$13.2M0.31%-2,55513F-HRTimeline
GeoWealth Management, LLC36,565$13.2M0.53%+63313F-HRTimeline
Procyon Advisors, LLC36,360$13.1M0.8%-2,48113F-HRTimeline
Newport Capital Group, LLC36,293$13.1M9.44%-3013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,232$13.1M0.02%+28,22113F-HRTimelineGroup
HBK Sorce Advisory LLC36,218$13.1M0.38%-77613F-HRTimeline
FDx Advisors, Inc.35,753$12.9M4.2%-3,35413F-HRTimeline
INVESTMENT PARTNERS, LTD.35,486$12.8M5.31%-94013F-HRTimeline
Intrepid Financial Planning Group LLC35,284$12.7M5.9%-1313F-HRTimeline
SG Americas Securities, LLC35,250$12.7M0.04%+33,90613F-HRTimeline
One Wealth Advisors, LLC35,001$12.6M1.89%-1,73613F-HRTimeline
FMA Wealth Management, LLC31,717$12.5M9.61%-2,67713F-HRTimeline
Pointe Capital Management LLC34,415$12.4M7.27%+1,72013F-HRTimeline
WEST BANCORPORATION INC34,245$12.4M8.4%+32613F-HRTimeline
Clark Capital Management Group, Inc.34,185$12.3M0.09%+17,05613F-HRTimeline
Affiance Financial, LLC34,095$12.3M2.87%+4,06013F-HRTimeline
IHT Wealth Management, LLC34,045$12.3M0.38%+46713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE34,050$12.3M0.02%-56,15013F-HRTimelineGroup
Clayton Financial Group LLC33,891$12.2M4.49%-54213F-HRTimeline
Finley Financial, LLC32,284$11.8M6.6%-76013F-HRTimeline
Stonebridge Financial Group, LLC32,562$11.8M1.25%-38113F-HRTimeline
NOTTINGHAM ADVISORS, INC.32,260$11.6M1.78%-4,22913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC32,260$11.6M2.18%+19,09113F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.32,097$11.6M5.29%-30513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC31,754$11.5M6.08%+11413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC31,625$11.4M0.02%+2813F-HRTimelineGroup
RFG Advisory, LLC31,609$11.4M0.31%-2,35913F-HRTimeline
Apella Capital, LLC31,827$11.4M0.39%+27,44213F-HRTimeline
Bison Wealth, LLC30,905$11.3M1.06%+30,35213F-HRTimeline
Brand Asset Management Group, Inc.31,220$11.3M4.7%-44013F-HRTimeline
Narwhal Capital Management31,054$11.2M1%-1613F-HRTimeline
Valeo Financial Advisors, LLC30,824$11.1M0.31%-90913F-HRTimeline
Financial Engines Advisors L.L.C.30,817$11.1M0.02%-1,63813F-HRTimeline
Prospera Financial Services Inc30,509$11M0.25%-23,43513F-HRTimeline
EPIQ PARTNERS, LLC30,140$10.9M5.74%+2,79913F-HRTimeline
TOWNSQUARE CAPITAL LLC29,927$10.8M0.12%-2,80313F-HRTimeline
UMB Bank, n.a.29,637$10.7M0.18%-1,70313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BCGM Wealth Management, LLC29,454$10.6M3.27%+1,72513F-HRTimeline
SAGE FINANCIAL GROUP INC29,346$10.6M0.86%-8013F-HRTimeline
B. Riley Wealth Advisors, Inc.29,177$10.5M0.32%+3,06213F-HRTimeline
GM Advisory Group, LLC29,166$10.5M0.57%-1,70913F-HRTimeline
Integrated Wealth Concepts LLC29,161$10.5M0.12%-2,43213F-HRTimeline
IMS Capital Management29,010$10.5M5.28%-1,06013F-HRTimeline
Arete Wealth Advisors, LLC28,934$10.4M0.8%+2,54613F-HRTimeline
Brickley Wealth Management28,733$10.4M2.15%-43213F-HRTimeline
Connecticut Wealth Management, LLC28,636$10.3M0.54%-24813F-HRTimeline
Parallel Advisors, LLC28,319$10.2M0.23%+3,75313F-HRTimeline
Clientfirst Wealth Management, LLC28,264$10.2M11.57%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO28,198$10.2M0.19%-30113F-HRTimeline
Hardy Reed LLC27,784$10M0.88%+7013F-HRTimeline
Composition Wealth, LLC27,413$9.9M0.2%+11,99113F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC27,391$9.89M4.54%+24,25813F-HRTimeline
WHITTIER TRUST CO27,311$9.86M0.14%+27013F-HRTimeline
Busey Bank27,291$9.85M0.33%-6013F-HRTimeline
Sowell Financial Services LLC27,219$9.83M0.45%-38,76713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC27,209$9.82M1.53%013F-HRTimeline
American Institute for Advanced Investm…26,795$9.68M7.38%+26213F-HRTimeline
Grove Bank & Trust26,749$9.66M1.29%+25313F-HRTimeline
Highland Financial Advisors, LLC26,490$9.57M3.42%-1,09313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT26,471$9.56M0.63%-23413F-HRTimeline
SANDS CAPITAL MANAGEMENT, LLC26,465$9.56M0.03%+10,23713F-HRTimeline
Gilliland Jeter Wealth Management LLC26,257$9.48M3.35%+34513F-HRTimeline
FLC Capital Advisors26,010$9.39M2.11%-1,00813F-HRTimeline
Pacific Sage Partners, LLC25,971$9.38M2.11%-1,73813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.25,873$9.34M1.81%-73313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC25,871$9.34M0.17%-1,44213F-HRTimeline
Oldfather Financial Services, LLC25,729$9.29M3.53%-1,19313F-HRTimeline
Arbor Investment Advisors, LLC25,347$9.15M1.25%-1113F-HRTimeline
Argent Trust Co25,345$9.15M0.38%+1,03113F-HRTimeline
Ballast, Inc.25,274$9.13M2.58%-33513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC25,154$9.08M0.11%013F-HRTimelineGroup
SAPIENT CAPITAL LLC25,153$9.08M0.18%-71713F-HRTimeline
Advisory Services Network, LLC24,710$8.92M0.17%+7,75413F-HRTimeline
US FINANCIAL ADVISORS, LLC24,709$8.92M2.64%-50313F-HRTimeline
Truepoint, Inc.24,482$8.84M0.24%+26713F-HRTimeline
Venture Visionary Partners LLC24,401$8.81M0.37%+20713F-HRTimeline
Arcadia Wealth Management, LLC24,399$8.81M4.35%+23,85213F-HRTimeline
CONNING INC.in group CONNING INC.24,087$8.7M0.3%013F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC24,039$8.68M3.06%013F-HRTimeline
Global Strategic Investment Solutions, …24,033$8.68M1%-1613F-HRTimeline
DIVERSIFIED TRUST CO23,927$8.64M0.21%-77613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…23,908$8.62M0.04%-11,63313F-HRTimelineGroup
Paladin Advisory Group, LLC23,860$8.62M6.89%+47713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC23,625$8.53M3.23%-97713F-HRTimeline
Sequoia Financial Advisors, LLC23,502$8.49M0.07%+2,93213F-HRTimeline
White Lighthouse Investment Management …23,345$8.43M1.51%-1,73913F-HRTimeline
Eukles Asset Management23,334$8.43M3.7%-20113F-HRTimeline
Pettinga Financial Advisors LLC23,267$8.4M1.98%-26213F-HRTimeline
Patten Group, Inc.23,225$8.39M1.92%-1,11313F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.23,170$8.37M6.55%-39113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA22,109$8.3M0.4%+2,98713F-HRTimeline
Blue Trust, Inc.22,980$8.3M0.11%-1,39313F-HRTimeline
Holistic Financial Partners22,955$8.29M3.99%-913F-HRTimeline
Snowden Capital Advisors LLC22,944$8.28M0.27%-1,23213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,923$8.28M0.18%-66013F-HRTimeline
Chicago Wealth Management, Inc.22,889$8.26M4.33%+53813F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P22,626$8.17M0.01%-13,54913F-HRTimelineGroup