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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
Quantinno Capital Management LP69,420$29.5M0.13%+26,60513F-HRTimeline
VestGen Advisors, LLC69,367$29.5M1.17%+1,60313F-HRTimeline
Black Swift Group, LLC68,945$29.3M5.91%-2,04013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.68,130$28.9M1.1%new13F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT67,926$28.8M2.5%+87913F-HRTimeline
AMI ASSET MANAGEMENT CORP67,154$28.5M1.63%+46,50513F-HRTimeline
PFW Advisors LLC66,710$28.3M8.71%-2,40013F-HRTimeline
Ashton Thomas Private Wealth, LLC66,366$28.2M0.99%+1,09713F-HRTimeline
Capital Planning Advisors, LLC64,815$27.5M4.04%-3,58613F-HRTimeline
Corundum Group, Inc.64,778$27.5M12.16%013F-HRTimeline
NWAM LLC63,552$27.5M1.6%+1,26413F-HR/ATimeline
Ryan Investment Management, Inc.63,099$26.8M17.12%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO62,127$26.4M0.48%-96713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS61,333$26M0.97%-8,21313F-HRTimelineGroup
COUNTRY CLUB BANK61,365$25.9M1.63%-5,36513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…59,919$25.4M0.09%+36,01113F-HRTimelineGroup
DT Investment Partners, LLC59,017$25.1M2.25%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE58,600$24.9M0.03%+24,55013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO58,585$24.9M0.03%+37,26713F-HRTimelineGroup
Evercore Wealth Management, LLC58,225$24.7M0.38%+87813F-HRTimeline
Haverford Trust Co58,215$24.7M0.23%+54113F-HRTimeline
Legacy Edge Advisors, LLC57,856$24.6M3.28%-1,00413F-HRTimeline
Ballentine Partners, LLC56,811$24.1M0.36%-14413F-HRTimeline
JMAC ENTERPRISES LLC56,323$23.9M5.12%+7,12813F-HRTimeline
Wilmington Savings Fund Society, FSB56,078$23.8M0.42%-2,81213F-HRTimeline
Summit Wealth Partners, LLC56,061$23.8M4.54%+3,38913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC53,685$23.8M2.17%+2,33613F-HRTimeline
MONTAG A & ASSOCIATES INC55,940$23.8M1.16%-25113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.55,718$23.7M10.82%+12,06113F-HRTimeline
Visionary Wealth Advisors55,118$23.4M1.2%+64713F-HRTimeline
Americana Partners, LLC55,096$23.4M0.81%+43,55713F-HRTimeline
SlateStone Wealth, LLC54,635$23.2M2.17%-2,39313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC54,260$23M6.22%+6,85013F-HRTimeline
Aptus Capital Advisors, LLC53,998$22.9M0.23%-1,43113F-HRTimeline
Waterway Wealth Management, LLC53,563$22.7M6.88%+33,05813F-HRTimeline
VAUGHAN & Co SECURITIES, INC.53,176$22.6M12.95%+1,16413F-HRTimeline
GHP Investment Advisors, Inc.53,109$22.5M1%-16913F-HRTimeline
McKinley Carter Wealth Services, Inc.52,996$22.5M1.25%-46813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…52,057$22.1M0.05%-6,13113F-HRTimeline
Roble, Belko & Company, Inc51,969$22.1M3.21%013F-HRTimeline
LWM ADVISORS INC51,404$21.8M20.99%-60713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51,033$21.7M0.78%-58213F-HRTimelineGroup
Venturi Wealth Management, LLC50,559$21.5M1.06%+46,35913F-HRTimeline
Curtis Advisory Group, LLC50,552$21.5M5.39%+4,27413F-HRTimeline
Dorsey & Whitney Trust CO LLC50,341$21.4M1.13%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…50,338$21.4M0.73%-47313F-HRTimelineGroup
BLODGETT WEALTH ADVISORS, LLC49,234$20.9M16.38%-3,34413F-HRTimeline
MATHER GROUP, LLC.49,090$20.8M0.22%-1,09913F-HRTimeline
Whitegate Investment Counselors, Inc.48,852$20.7M7.04%-50413F-HRTimeline
Claro Advisors Inc.48,493$20.6M3.4%-12,05613F-HRTimeline
&PARTNERS48,407$20.5M0.16%+10,74313F-HRTimeline
Winthrop Advisory Group LLC48,256$20.5M1.98%+6,27013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding47,897$20.3M-9,665Timeline
STAR Financial Bank47,349$20.1M12.75%+2,29613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding47,220$20M-2,510Timeline
Tradition Wealth Management, LLC47,058$20M1.6%-20313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT46,872$19.9M0.31%-22213F-HRTimeline
Cooksen Wealth, LLC46,557$19.8M15.88%+4,03313F-HRTimeline
NESTEGG ADVISORS, INC.46,214$19.6M18.89%+32213F-HRTimeline
Ball & Co Wealth Management Inc.45,828$19.5M20.73%-3,68313F-HRTimeline
Composition Wealth, LLC45,525$19.3M0.32%+18,11213F-HRTimeline
Bison Wealth, LLC45,129$19.3M1.52%+14,22413F-HRTimeline
KELLY FINANCIAL GROUP LLC45,388$19.3M5.58%+4,41913F-HRTimeline
Westshore Wealth, LLC44,896$19.1M7.31%-72613F-HRTimeline
Schneider Downs Wealth Management Advis…44,636$19M2.83%+1,96113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC44,279$18.8M3.45%-1,88813F-HRTimeline
Sunburst Financial Group, LLC44,257$18.8M4.21%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO44,020$18.7M0.12%-89913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,354$18.4M0.01%+21,81713F-HR/ATimelineGroup
One Capital Management, LLC43,134$18.3M0.63%-89,15713F-HRTimeline
SONATA CAPITAL GROUP INC42,700$18.1M7.24%-29213F-HRTimeline
Occidental Asset Management, LLC42,349$18M2.48%-55213F-HRTimeline
Crescent Grove Advisors, LLC42,327$18M1.74%-69413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC42,106$17.9M0.39%-1,52613F-HRTimeline
SVB WEALTH LLC41,877$17.8M0.95%new13F-HRTimeline
Stillwater Capital Advisors, LLC40,835$17.3M2.2%-4613F-HRTimeline
Keel Point, LLC40,829$17.3M1.15%-5713F-HRTimeline
GTS SECURITIES LLC40,602$17.2M0.77%+34,16313F-HRTimeline
O'Brien Wealth Partners LLC40,574$17.2M2.7%-98613F-HRTimeline
Sylvest Advisors, LLC40,529$17.2M9.91%+1,10413F-HRTimeline
Clear Harbor Asset Management, LLC40,323$17.1M1.29%+56013F-HRTimeline
Nvest Financial, LLC40,215$17.1M8.89%-28413F-HRTimeline
OneDigital Investment Advisors LLC40,193$17.1M0.19%+3,22013F-HRTimeline
Affiance Financial, LLC40,099$17M3.46%+6,00413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/39,428$16.7M0.02%+85713F-HR/ATimelineGroup
Choate Investment Advisors39,380$16.7M0.36%+2,54713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC39,220$16.7M0.01%new13F-HRTimeline
Accretive Wealth Partners, LLC39,084$16.6M5.44%+1,45913F-HRTimeline
Compass Financial Group, Inc.38,915$16.5M8.28%-26313F-HRTimeline
Arkadios Wealth Advisors38,492$16.3M0.49%-1,53913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding38,415$16.3M+119Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…37,842$16.1M0.36%-2,92113F-HRTimelineGroup
Consolidated Portfolio Review Corp37,739$16M2.22%+33513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC37,413$15.9M0.11%+71513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,264$15.8M0.25%+55413F-HRTimelineGroup
Newport Capital Group, LLC37,093$15.8M10.68%+80013F-HRTimeline
Breakwater Capital Group37,059$15.7M2.56%+32313F-HRTimeline
Prime Capital Investment Advisors, LLC37,027$15.7M0.21%-3,94413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,917$15.7M0.02%+68513F-HRTimelineGroup
Summit Financial, LLC36,749$15.6M0.35%-2,16313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC36,719$15.6M1.53%-10,64413F-HRTimelineGroup
JMG Financial Group, Ltd.36,500$15.5M0.47%-14313F-HRTimeline
Dakota Wealth Management36,469$15.5M0.33%-14713F-HRTimeline
Objectivity Squared, LLC36,237$15.4M10.58%+13,19113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS36,197$15.4M0.01%-22,61013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.36,184$15.4M5.81%+69813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…36,024$15.3M0.43%-1,92513F-HRTimelineGroup
Pointe Capital Management LLC35,719$15.2M7.87%+1,30413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC35,143$14.9M0.02%+3,51813F-HRTimelineGroup
Curi Capital, LLC34,856$14.8M0.28%-26,05713F-HRTimeline
Intrepid Financial Planning Group LLC34,673$14.7M6.19%-61113F-HRTimeline
HBK Sorce Advisory LLC34,567$14.7M0.4%-1,65113F-HRTimeline
One Wealth Advisors, LLC34,546$14.7M2.04%-45513F-HRTimeline
FLOW TRADERS U.S. LLC34,540$14.7M0.54%new13F-HRTimeline
FDx Advisors, Inc.34,483$14.6M4.47%-1,27013F-HRTimeline
Financial Engines Advisors L.L.C.34,061$14.5M0.03%+3,24413F-HRTimeline
Procyon Advisors, LLC33,934$14.4M1.36%-2,42613F-HRTimeline
MJP ASSOCIATES INC /ADV33,245$14.1M2.09%-9,75913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.33,022$14M5.8%+92513F-HRTimeline
Stonebridge Financial Group, LLC32,185$13.7M1.33%-37713F-HRTimeline
RFG Advisory, LLC32,165$13.7M0.32%+55613F-HRTimeline
IHT Wealth Management, LLC32,031$13.6M0.37%-2,01413F-HRTimeline
WEST BANCORPORATION INC31,855$13.5M8.54%-2,39013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC31,546$13.4M6.31%-20813F-HRTimeline
Narwhal Capital Management31,350$13.3M1.07%+29613F-HRTimeline
Valeo Financial Advisors, LLC32,272$13.2M0.33%+1,44813F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.31,068$13.2M1.96%-1,19213F-HRTimeline
Finley Financial, LLC30,815$13.1M6.58%-1,46913F-HRTimeline
Brand Asset Management Group, Inc.30,293$12.9M4.8%-92713F-HRTimeline
Compound Planning, Inc.29,983$12.7M0.48%-6,68213F-HRTimeline
Simplicity Wealth,LLC29,785$12.6M0.53%+7,99713F-HRTimeline
SAGE FINANCIAL GROUP INC29,307$12.4M0.92%-3913F-HRTimeline
FMA Wealth Management, LLC29,302$12.4M9.21%-2,41513F-HRTimeline
GM Advisory Group, LLC29,116$12.4M0.61%-5013F-HRTimeline
Parallel Advisors, LLC28,937$12.3M0.25%+61813F-HRTimeline
Pacific Sage Partners, LLC28,860$12.3M2.43%+2,88913F-HRTimeline
Atria Investments, Inc28,738$12.2M0.14%-13,21213F-HRTimeline
BCGM Wealth Management, LLC28,705$12.2M3.44%-74913F-HRTimeline
IMS Capital Management28,611$12.1M5.67%-39913F-HRTimeline
Integrated Wealth Concepts LLC28,610$12.1M0.12%-55113F-HRTimeline
Connecticut Wealth Management, LLC28,604$12.1M0.58%-3213F-HRTimeline
Grove Bank & Trust28,431$12.1M1.51%+1,68213F-HRTimeline
Brickley Wealth Management28,333$12M2.35%-40013F-HRTimeline
EPIQ PARTNERS, LLC28,272$12M6.12%-1,86813F-HRTimeline
Clientfirst Wealth Management, LLC28,264$12M12.26%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO28,109$11.9M0.08%-94,31413F-HRTimeline
Total Wealth Planning, LLC27,951$11.9M1.5%+20,89913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC27,787$11.8M4.97%+39613F-HRTimeline
Hardy Reed LLC27,784$11.8M0.95%013F-HRTimeline
WHITTIER TRUST CO27,344$11.6M0.14%+3313F-HRTimeline
Sowell Financial Services LLC27,341$11.6M0.47%+12213F-HRTimeline
RHUMBLINE ADVISERS27,128$11.5M0.01%-25,03213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO27,070$11.5M0.2%-1,12813F-HRTimeline
American Institute for Advanced Investm…27,005$11.5M8.11%+21013F-HRTimeline
Apella Capital, LLC26,953$11.5M0.31%-4,87413F-HRTimeline
American State Bank (Iowa)26,612$11.3M6.26%+4,30813F-HRTimeline
XPONANCE LLC26,555$11.3M0.09%+13,59313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC26,487$11.2M2.1%-5,77313F-HRTimelineGroup
Highland Financial Advisors, LLC26,364$11.2M3.59%-12613F-HRTimeline
Gilliland Jeter Wealth Management LLC26,352$11.2M3.64%+9513F-HRTimeline
Busey Bank26,229$11.1M0.34%-1,06213F-HRTimeline
Advisory Services Network, LLC25,280$11.1M0.18%+57013F-HRTimeline
Beirne Wealth Consulting Services, LLC26,144$11.1M3.6%+19,52813F-HRTimeline
SG Americas Securities, LLC26,083$11.1M0.05%-9,16713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.26,073$11.1M1.89%+20013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT25,698$10.9M0.69%-77313F-HRTimeline
Winslow Capital Management, LLC25,667$10.9M0.04%-48,66713F-HRTimeline
Argent Trust Co25,626$10.9M0.41%+28113F-HRTimeline
2UniFi Bank25,585$10.9M6.17%+6,32813F-HRTimeline
Oldfather Financial Services, LLC25,547$10.8M3.73%-18213F-HRTimeline
Arbor Investment Advisors, LLC25,338$10.8M1.38%-913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC25,336$10.8M0.18%-53513F-HRTimeline
J.W. COLE ADVISORS, INC.25,303$10.7M0.23%+4,40313F-HRTimeline
Blue Trust, Inc.25,252$10.7M0.13%+2,27213F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC25,223$10.7M3.6%+4,77013F-HRTimeline
Arcadia Wealth Management, LLC25,184$10.7M4.67%+78513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC25,154$10.7M0.12%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP24,751$10.5M0.15%+3,17413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.24,610$10.5M0.26%+2,11813F-HRTimelineGroup
White Lighthouse Investment Management …24,505$10.4M1.69%+1,16013F-HRTimeline
Venture Visionary Partners LLC24,473$10.4M0.39%+7213F-HRTimeline
FLC Capital Advisors24,346$10.3M2.14%-1,66413F-HRTimeline
Ballast, Inc.24,318$10.3M2.7%-95613F-HR/ATimeline
SAPIENT CAPITAL LLC24,176$10.3M0.18%-97713F-HRTimeline
CONNING INC.in group CONNING INC.24,087$10.2M0.35%013F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC24,039$10.2M3.28%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC24,025$10.2M<0.01%+23,08013F-HR/ATimelineGroup
Global Strategic Investment Solutions, …24,007$10.2M1.09%-2613F-HRTimeline
Presper Financial Architects, LLC23,895$10.1M7.55%13F-HRTimeline
STEVENS CAPITAL PARTNERS22,844$10.1M3.63%+5,41013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,750$10.1M0.16%+82713F-HRTimeline
Truepoint, Inc.23,673$10.1M0.25%-80913F-HRTimeline
Paladin Advisory Group, LLC23,589$10M7.65%-27113F-HRTimeline
Ethos Financial Group, LLC23,295$9.89M0.85%-28,87913F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.23,182$9.84M6.72%+1213F-HRTimeline
Pettinga Financial Advisors LLC23,134$9.82M2.15%-13313F-HRTimeline
Eukles Asset Management23,110$9.81M4.01%-22413F-HRTimeline
MATRIX ASSET ADVISORS INC/NY22,995$9.76M0.99%+2,14513F-HR/ATimeline
Holistic Financial Partners22,943$9.74M4.26%-1213F-HRTimeline
Chicago Wealth Management, Inc.22,867$9.71M4.63%-2213F-HRTimeline