Skip to content
Disclosery

IWF ISHARES TR

Follow

STOK (fund)

2,335 managers (2,358 13F filers) reported a position in IWF shares at 2025-09-30, 194,425,570 shares in all. 125 filers opened a position and 62 filers sold out during the quarter.

Managers
2,335
13F filers
2,358
New
125
Added
667
Reduced
883
Sold out
62
Shares held by filers
194,425,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CONDOR CAPITAL MANAGEMENT70,479$33M2.71%+2,55313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…70,174$32.9M0.18%+1513F-HRTimeline
Jasper Ridge Partners, L.P.69,729$32.7M0.74%013F-HRTimeline
Black Swift Group, LLC69,080$32.4M5.7%+13513F-HRTimeline
WCG Wealth Advisors LLC68,879$32.3M2.02%new13F-HRTimeline
Sheridan Capital Management, LLC67,579$31.7M16.72%-33,78713F-HRTimeline
Ryan Investment Management, Inc.66,406$31.1M17.29%+3,30713F-HRTimeline
Newbrook Capital Advisors LP65,961$30.9M3.78%-30,02713F-HRTimeline
PFW Advisors LLC65,236$30.6M9.04%-1,47413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…64,792$30.3M0.1%+4,87313F-HRTimelineGroup
Corundum Group, Inc.64,778$30.3M12.47%013F-HRTimeline
Capital Planning Advisors, LLC64,050$30M4.12%-76513F-HRTimeline
NWAM LLC62,414$29.4M1.59%-1,13813F-HR/ATimeline
Boulder Wealth Advisors, LLC61,117$28.6M13.31%13F-HRTimeline
Legacy Edge Advisors, LLC60,678$28.4M3.35%+2,82213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO60,120$28.2M0.61%-2,00713F-HRTimeline
COUNTRY CLUB BANK59,995$28M1.66%-1,37013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…59,021$27.6M1.81%-35,72913F-HRTimelineGroup
DT Investment Partners, LLC59,017$27.6M2.34%013F-HRTimeline
Evercore Wealth Management, LLC58,381$27.3M0.4%+15613F-HRTimeline
JMAC ENTERPRISES LLC57,833$27.1M5.36%+1,51013F-HRTimeline
Callan Family Office, LLC57,825$27.1M0.86%-22,74713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…57,767$27.1M0.07%+5,71013F-HRTimeline
Bison Wealth, LLC54,614$26.4M2.43%+9,48513F-HRTimeline
Summit Wealth Partners, LLC56,018$26.2M4.74%-4313F-HRTimeline
Ballentine Partners, LLC55,719$26.1M0.36%-1,09213F-HRTimeline
Aptus Capital Advisors, LLC55,289$25.9M0.24%+1,29113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.55,100$25.8M11.01%-61813F-HRTimeline
MONTAG A & ASSOCIATES INC54,905$25.7M1.18%-1,03513F-HRTimeline
Claro Advisors Inc.54,244$25.4M3.71%+5,75113F-HRTimeline
Haverford Trust Co53,925$25.3M0.23%-4,29013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC53,695$25.2M1.96%+1013F-HRTimeline
GHP Investment Advisors, Inc.52,941$24.8M1.04%-16813F-HRTimeline
VAUGHAN & Co SECURITIES, INC.52,807$24.7M13.14%-36913F-HRTimeline
McKinley Carter Wealth Services, Inc.52,552$24.6M1.29%-44413F-HRTimeline
Visionary Wealth Advisors51,686$24.2M1.13%-3,43213F-HRTimeline
Roble, Belko & Company, Inc51,653$24.2M3.28%-31613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC51,453$24.1M0.02%+8,09913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,187$24M0.04%+14,27013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management50,631$23.7M0.81%-40213F-HRTimelineGroup
Curtis Advisory Group, LLC50,598$23.7M5.37%+4613F-HRTimeline
Apella Capital, LLC50,778$23.6M0.53%+23,82513F-HRTimeline
LWM ADVISORS INC50,303$23.6M21.16%-1,10113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS50,111$23.5M0.87%-11,22213F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC49,159$23M1.22%-1,18213F-HRTimeline
MATHER GROUP, LLC.49,050$23M0.23%-4013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC49,035$23M0.01%+25,01013F-HR/ATimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC49,018$23M5.8%-5,24213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC48,831$22.9M15.75%-40313F-HR/ATimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…48,451$22.7M0.7%-1,88713F-HRTimelineGroup
Winthrop Advisory Group LLC48,211$22.6M1.98%-4513F-HRTimeline
SlateStone Wealth, LLC48,096$22.5M1.95%-6,53913F-HRTimeline
Sonoma Allocations LLC48,078$22.3M8.13%13F-HRTimeline
Whitegate Investment Counselors, Inc.47,514$22.3M7.33%-1,33813F-HRTimeline
Cooksen Wealth, LLC47,449$22.2M16.59%+89213F-HRTimeline
Tradition Wealth Management, LLC46,979$22M1.63%-7913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT46,722$21.9M0.32%-15013F-HRTimeline
NESTEGG ADVISORS, INC.46,434$21.8M19.31%+22013F-HRTimeline
STAR Financial Bank44,991$21.1M12.46%-2,35813F-HRTimeline
KELLY FINANCIAL GROUP LLC44,642$20.9M5.55%-74613F-HRTimeline
Sunburst Financial Group, LLC44,257$20.7M4.37%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding44,197$20.7M-3,023Timeline
Westshore Wealth, LLC44,072$20.6M7.05%-82413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC44,022$20.6M3.53%-25713F-HRTimeline
Composition Wealth, LLC43,991$20.6M0.31%-1,53413F-HRTimeline
Franklin Resourcesgroup of 2 filers holding43,924$20.6M-3,973Timeline
Affiance Financial, LLC43,424$20.3M3.7%+3,32513F-HRTimeline
SONATA CAPITAL GROUP INC42,945$20.1M7.43%+24513F-HRTimeline
Occidental Asset Management, LLC42,499$19.9M2.5%+15013F-HRTimeline
Arkadios Wealth Advisors42,169$19.8M0.48%+3,67713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC42,002$19.7M0.39%-10413F-HRTimeline
Crescent Grove Advisors, LLC41,913$19.6M1.88%-41413F-HRTimeline
Keel Point, LLC41,762$19.6M1.2%+93313F-HRTimeline
One Capital Management, LLC41,483$19.4M0.62%-1,65113F-HRTimeline
Accretive Wealth Partners, LLC41,467$19.4M5.93%+2,38313F-HRTimeline
Schneider Downs Wealth Management Advis…41,333$19.4M2.3%-3,30313F-HRTimeline
Sylvest Advisors, LLC40,943$19.2M10.3%+41413F-HRTimeline
Atria Investments, Inc40,668$19M0.22%+11,93013F-HRTimeline
&PARTNERS40,992$19M0.12%-7,41513F-HRTimeline
Choate Investment Advisors40,420$18.9M0.39%+1,04013F-HRTimeline
Stillwater Capital Advisors, LLC40,353$18.9M2.13%-48213F-HRTimeline
Clear Harbor Asset Management, LLC40,197$18.8M1.33%-12613F-HR/ATimeline
Regent Peak Wealth Advisors LLC40,081$18.8M3.76%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC39,968$18.7M1.62%+3,24913F-HRTimelineGroup
OneDigital Investment Advisors LLC39,370$18.4M0.19%-82313F-HRTimeline
O'Brien Wealth Partners LLC39,244$18.4M2.49%-1,33013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC39,193$18.4M6.78%+11,40613F-HRTimeline
Ethos Financial Group, LLC38,827$18.2M1.43%+15,53213F-HRTimeline
Objectivity Squared, LLC38,705$18.1M10.82%+2,46813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,351$18M0.11%+93813F-HRTimeline
Breakwater Capital Group38,154$17.9M2.64%+1,09513F-HRTimeline
SMI Advisory Services, LLC37,966$17.8M3.38%+36,56313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,021$17.8M0.36%+17913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…38,000$17.8M0.09%-34,30013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management37,501$17.6M0.21%+26,14113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,493$17.6M0.24%+22913F-HRTimelineGroup
Pointe Capital Management LLC37,488$17.6M8.58%+1,76913F-HRTimeline
Summit Financial, LLC37,272$17.5M0.27%+52313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,149$17.4M+1,125Timeline
Newport Capital Group, LLC36,998$17.3M10.9%-9513F-HRTimeline
Consolidated Portfolio Review Corp36,916$17.3M2.18%-82313F-HRTimeline
Prime Capital Investment Advisors, LLC36,407$17.1M0.21%-62013F-HRTimeline
FSA WEALTH PARTNERS, INC.36,317$17M6.56%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC36,181$16.9M0.03%+1,03813F-HRTimelineGroup
Compass Financial Group, Inc.36,120$16.9M7.59%-2,79513F-HRTimeline
INVESTMENT PARTNERS, LTD.35,995$16.9M5.94%-18913F-HRTimeline
JMG Financial Group, Ltd.35,736$16.7M0.48%-76413F-HRTimeline
Dynasty Wealth Management, LLC35,495$16.6M0.22%new13F-HRTimeline
Curi Capital, LLC35,204$16.5M0.3%+34813F-HRTimeline
MJP ASSOCIATES INC /ADV35,108$16.4M2.17%+1,86313F-HRTimeline
SVB WEALTH LLC34,813$16.3M0.88%-7,06413F-HRTimeline
Intrepid Financial Planning Group LLC34,648$16.2M6.19%-2513F-HRTimeline
Dakota Wealth Management34,336$16.1M0.32%-2,13313F-HR/ATimeline
One Wealth Advisors, LLC34,332$16.1M2.02%-21413F-HRTimeline
HBK Sorce Advisory LLC34,216$16M0.4%-35113F-HR/ATimeline
RFG Advisory, LLC33,366$15.6M0.32%+1,20113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding33,290$15.6M-4,299Timeline
IHT Wealth Management, LLC32,934$15.4M0.39%+90313F-HRTimeline
Financial Engines Advisors L.L.C.32,361$15.2M0.03%-1,70013F-HRTimeline
FDx Advisors, Inc.31,206$15.2M4.54%-3,27713F-HRTimeline
Arcadia Wealth Management, LLC32,258$15.1M5.99%+7,07413F-HRTimeline
Total Wealth Planning, LLC32,115$15M1.74%+4,16413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC32,033$15M6.31%+48713F-HRTimeline
Procyon Advisors, LLC32,009$15M0.89%-1,92513F-HRTimeline
Stonebridge Financial Group, LLC31,982$15M1.32%-20313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.31,973$15M5.52%-1,04913F-HRTimeline
GM Advisory Group, LLC31,822$14.9M0.63%+2,70613F-HRTimeline
Narwhal Capital Management31,327$14.7M1.09%-2313F-HRTimeline
Grove Bank & Trust31,318$14.7M1.72%+2,88713F-HRTimeline
Valeo Financial Advisors, LLC32,432$14.6M0.33%+16013F-HRTimeline
RHUMBLINE ADVISERS30,831$14.4M0.01%+3,70313F-HRTimeline
Finley Financial, LLC30,640$14.4M6.64%-17513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS30,464$14.3M0.01%-5,73313F-HRTimelineGroup
WEST BANCORPORATION INC30,206$14.1M7.87%-1,64913F-HRTimeline
NOTTINGHAM ADVISORS, INC.30,162$14.1M1.96%-90613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…30,127$14.1M0.39%+17,26513F-HRTimelineGroup
Gotham Asset Management, LLC30,116$14.1M0.06%+14,65213F-HRTimeline
Connecticut Wealth Management, LLC29,870$14M0.62%+1,26613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.29,777$13.9M0.33%+5,16713F-HRTimelineGroup
Brand Asset Management Group, Inc.29,771$13.9M3.92%-52213F-HRTimeline
Compound Planning, Inc.29,698$13.9M0.45%-28513F-HRTimeline
SAGE FINANCIAL GROUP INC29,222$13.7M0.93%-8513F-HRTimeline
Pacific Sage Partners, LLC29,183$13.7M2.29%+32313F-HRTimeline
Parallel Advisors, LLC29,135$13.6M0.25%+19813F-HRTimeline
Nvest Financial, LLC29,064$13.6M7.82%-11,15113F-HRTimeline
Farther Finance Advisors, LLC29,004$13.6M0.21%+6,52313F-HRTimeline
FMA Wealth Management, LLC28,869$13.5M9.28%-43313F-HRTimeline
EPIQ PARTNERS, LLC28,286$13.2M6.26%+1413F-HRTimeline
Clientfirst Wealth Management, LLC28,264$13.2M10.6%013F-HRTimeline
Sowell Financial Services LLC28,199$13.2M0.51%+85813F-HRTimeline
American State Bank (Iowa)28,086$13.2M6.7%+1,47413F-HRTimeline
Brickley Wealth Management28,045$13.1M2.29%-28813F-HRTimeline
BCGM Wealth Management, LLC27,859$13M3.4%-84613F-HRTimeline
2UniFi Bank27,695$13M6.49%+2,11013F-HRTimeline
Hardy Reed LLC27,670$13M0.95%-11413F-HRTimeline
Integrated Wealth Concepts LLC27,345$12.8M0.11%-1,26513F-HRTimeline
WHITTIER TRUST CO27,243$12.8M0.15%-10113F-HRTimeline
JENNISON ASSOCIATES LLC27,246$12.8M0.01%+6,22113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC26,950$12.6M2.21%+46313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO26,897$12.6M0.19%-17313F-HRTimeline
Bryn Mawr Trust Advisors, LLC26,768$12.5M0.62%+4,29013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP26,473$12.4M0.16%+1,72213F-HRTimeline
Beirne Wealth Consulting Services, LLC26,468$12.4M2.98%+32413F-HRTimeline
Busey Bank26,394$12.4M0.34%+16513F-HRTimeline
Highland Financial Advisors, LLC26,311$12.3M3.53%-5313F-HRTimeline
American Institute for Advanced Investm…26,291$12.3M8.06%-71413F-HRTimeline
IMS Capital Management26,198$12.3M5.66%-2,41313F-HRTimeline
Argent Trust Co26,103$12.2M0.43%+47713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.25,910$12.1M1.84%-16313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT25,849$12.1M0.81%+15113F-HRTimeline
Oldfather Financial Services, LLC25,380$11.9M3.7%-16713F-HRTimeline
Gilliland Jeter Wealth Management LLC25,373$11.9M3.67%-97913F-HRTimeline
J.W. COLE ADVISORS, INC.25,351$11.9M0.23%+4813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC25,154$11.8M0.13%013F-HRTimelineGroup
Winslow Capital Management, LLC25,021$11.7M0.04%-64613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,013$11.7M0.16%+1,26313F-HRTimeline
Ballast, Inc.24,960$11.7M2.85%+64213F-HRTimeline
FLOW TRADERS U.S. LLC24,765$11.6M0.47%-9,77513F-HRTimeline
STEVENS CAPITAL PARTNERS24,564$11.5M3.43%+1,72013F-HRTimeline
Blue Trust, Inc.24,422$11.4M0.13%-83013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO24,363$11.4M0.07%-19,65713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC24,322$11.4M0.18%-1,01413F-HRTimeline
Arbor Investment Advisors, LLC24,317$11.4M1.45%-1,02113F-HRTimeline
NovaPoint Capital, LLC24,247$11.4M2.78%+8,96013F-HRTimeline
SAPIENT CAPITAL LLC24,332$11.4M0.17%+15613F-HRTimeline
FLC Capital Advisors24,126$11.3M2.19%-22013F-HRTimeline
CONNING INC.in group CONNING INC.24,087$11.3M0.38%013F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P24,061$11.3M0.01%+1,43513F-HRTimelineGroup
Venture Visionary Partners LLC24,026$11.3M0.39%-44713F-HRTimeline
Global Strategic Investment Solutions, …24,008$11.2M1.12%+113F-HRTimeline
ARK & TLK INVESTMENTS, LLC23,989$11.2M3.57%-5013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY23,358$10.9M1.01%+36313F-HRTimeline
Advisory Services Network, LLC23,285$10.9M0.16%-1,99513F-HRTimeline
Truepoint, Inc.23,226$10.9M0.25%-44713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp23,223$10.9M0.29%+8,92513F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.23,181$10.9M6.86%-113F-HRTimeline
White Lighthouse Investment Management …23,055$10.8M1.65%-1,45013F-HRTimeline
Pettinga Financial Advisors LLC22,996$10.8M2.1%-13813F-HRTimeline
Eukles Asset Management22,937$10.7M4.18%-17313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,926$10.7M0.01%+22,39713F-HRTimelineGroup