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Disclosery

IWF ISHARES TR

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STOK (fund)

2,508 managers (2,533 13F filers) reported a position in IWF shares at 2025-12-31, 200,369,501 shares in all. 108 filers opened a position and 76 filers sold out during the quarter.

Managers
2,508
13F filers
2,533
New
108
Added
752
Reduced
884
Sold out
76
Shares held by filers
200,369,501

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AMI ASSET MANAGEMENT CORP71,879$34M1.93%+60,69313F-HRTimeline
Saiph Capital, LLC71,837$34M12.21%-4,09313F-HRTimeline
Ashton Thomas Private Wealth, LLC71,631$33.9M0.83%+3513F-HRTimeline
Caliber Wealth Management, LLC / KS71,061$33.6M3.62%-1,52913F-HRTimeline
CONDOR CAPITAL MANAGEMENT70,698$33.5M2.71%+21913F-HRTimeline
DSM CAPITAL PARTNERS LLC70,639$33.4M0.5%+69,95613F-HRTimeline
Winslow Capital Management, LLC70,412$33.3M0.11%+45,39113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…70,146$33.2M0.18%-2813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…69,916$33.1M0.09%+12,14913F-HRTimeline
Jasper Ridge Partners, L.P.69,729$33M0.73%013F-HRTimeline
Sheridan Capital Management, LLC69,519$32.9M16.68%+1,94013F-HRTimeline
Black Swift Group, LLC68,710$32.5M5.42%-37013F-HRTimeline
Ball & Co Wealth Management Inc.68,372$32.4M20.84%-8,70913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC68,251$32.3M1.1%-2,67313F-HRTimelineGroup
Flaharty Asset Management, LLC67,988$32.2M4.02%-44,19213F-HRTimeline
WCG Wealth Advisors LLC67,457$31.9M0.89%-1,42213F-HRTimeline
Capital Planning Advisors, LLC65,076$30.8M4.12%+1,02613F-HRTimeline
PFW Advisors LLC64,270$30.4M9.19%-96613F-HRTimeline
TCW GROUP INCin group TCW GROUP INC62,304$29.5M0.21%new13F-HRTimelineGroup
Evercore Wealth Management, LLC61,676$29.2M0.43%+3,29513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,441$29.1M0.33%+54,04313F-HRTimelineGroup
Legacy Edge Advisors, LLC61,059$28.9M3.16%+38113F-HRTimeline
NWAM LLC60,937$28.8M1.61%-1,47713F-HRTimeline
Boulder Wealth Advisors, LLC60,756$28.8M12.15%-36113F-HRTimeline
Claro Advisors Inc.60,362$28.6M3.89%+6,11813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO60,180$28.5M0.59%+6013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA59,123$28.2M0.84%+57,79313F-HRTimelineGroup
JMAC ENTERPRISES LLC59,275$28.1M5.36%+1,44213F-HRTimeline
DT Investment Partners, LLC59,017$27.9M2.31%013F-HRTimeline
Atria Investments, Inc57,025$27M0.31%+16,35713F-HRTimeline
&PARTNERS56,125$26.7M0.14%+15,13313F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.55,861$26.4M0.65%-19,09813F-HRTimelineGroup
Summit Wealth Partners, LLC55,777$26.4M4.88%-24113F-HRTimeline
Aptus Capital Advisors, LLC55,163$26.1M0.22%-12613F-HRTimeline
MONTAG A & ASSOCIATES INC54,707$25.9M1.18%-19813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC54,656$25.9M0.02%+3,20313F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.54,439$25.8M10.43%-66113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…53,680$25.4M0.07%-11,11213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,649$25.4M0.03%+2,46213F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.52,754$25M12.91%-5313F-HRTimeline
GHP Investment Advisors, Inc.52,587$24.9M1.02%-35413F-HRTimeline
Roble, Belko & Company, Inc51,653$24.4M3.2%013F-HRTimeline
Apella Capital, LLC51,155$24.2M0.48%+37713F-HRTimeline
Ballentine Partners, LLC50,914$24.1M0.34%-4,80513F-HRTimeline
Visionary Wealth Advisors50,862$24.1M1.09%-82413F-HRTimeline
Sonoma Allocations LLC51,074$23.9M7.93%+2,99613F-HRTimeline
Haverford Trust Co50,362$23.8M0.21%-3,56313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50,277$23.8M0.8%-35413F-HRTimelineGroup
PW Nova Financial Services LLC50,128$23.6M8.96%13F-HRTimeline
McKinley Carter Wealth Services, Inc.49,928$23.6M1.32%-2,62413F-HRTimeline
LWM ADVISORS INC49,730$23.5M20.7%-57313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC49,388$23.4M5.77%+37013F-HRTimeline
Affiance Financial, LLC49,280$23.3M3.75%+5,85613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC48,969$23.2M1.68%-4,72613F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC48,605$23M16.05%-22613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS48,262$22.8M0.86%-1,84913F-HRTimelineGroup
Ryan Investment Management, Inc.48,216$22.8M12.64%-18,19013F-HRTimeline
Clearstead Trust, LLC48,196$22.8M3.59%+46,34013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS48,017$22.7M0.01%+17,55313F-HRTimelineGroup
Winthrop Advisory Group LLC47,966$22.7M1.92%-24513F-HR/ATimeline
Bleakley Financial Group, LLC47,948$22.7M0.39%+26,41113F-HRTimeline
SlateStone Wealth, LLC47,752$22.6M1.89%-34413F-HRTimeline
Cooksen Wealth, LLC47,379$22.4M16.4%-7013F-HRTimeline
Whitegate Investment Counselors, Inc.47,228$22.4M6.98%-28613F-HRTimeline
MOR Wealth Management, LLC47,022$22.3M10.17%13F-HRTimeline
Tradition Wealth Management, LLC46,660$22.1M1.59%-31913F-HRTimeline
Dorsey & Whitney Trust CO LLC46,577$22M1.17%-2,58213F-HRTimeline
MATHER GROUP, LLC.46,389$22M0.23%-2,66113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT46,368$21.9M0.32%-35413F-HRTimeline
NESTEGG ADVISORS, INC.46,315$21.9M18.73%-11913F-HRTimeline
Farther Finance Advisors, LLC46,216$21.9M0.23%+17,21213F-HRTimeline
Procyon Advisors, LLC45,821$21.7M1.08%+13,81213F-HRTimeline
KELLY FINANCIAL GROUP LLC45,811$21.7M5.51%+1,16913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding45,613$21.6M+1,416Timeline
Advisor OS, LLCin group Advisor OS, LLC45,220$21.4M1.72%+5,25213F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…44,544$21.1M0.62%-3,90713F-HRTimelineGroup
STAR Financial Bank44,542$21.1M10.77%-44913F-HRTimeline
Bison Wealth, LLC49,057$21M2.36%-5,55713F-HRTimeline
Curtis Advisory Group, LLC44,277$21M4.4%-6,32113F-HRTimeline
Sunburst Financial Group, LLC44,257$20.9M4.24%013F-HRTimeline
Merit Financial Group, LLC44,105$20.9M0.17%+27,92013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE43,400$20.5M0.02%-38,30013F-HRTimelineGroup
Breakwater Capital Group43,395$20.5M2.87%+5,24113F-HRTimeline
Stillwater Capital Advisors, LLC43,121$20.4M2.19%+2,76813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,058$20.4M+5,909Timeline
ALONGSIDE, LLC42,903$20.3M6.74%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC42,695$20.2M3.43%-1,32713F-HRTimeline
Occidental Asset Management, LLC42,443$20.1M2.41%-5613F-HRTimeline
SONATA CAPITAL GROUP INC42,303$20M7.23%-64213F-HRTimeline
Westshore Wealth, LLC42,267$20M6.62%-1,80513F-HRTimeline
Accretive Wealth Partners, LLC42,151$20M5.92%+68413F-HRTimeline
Keel Point, LLC42,064$19.9M1.2%+30213F-HRTimeline
One Capital Management, LLC41,800$19.8M0.6%+31713F-HRTimeline
Composition Wealth, LLC41,734$19.8M0.28%-2,25713F-HRTimeline
Sylvest Advisors, LLC41,417$19.6M10.46%+47413F-HRTimeline
Schneider Downs Wealth Management Advis…41,184$19.5M2.2%-14913F-HRTimeline
MJP ASSOCIATES INC /ADV41,154$19.5M2.44%+6,04613F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC41,148$19.5M2.1%+20,36113F-HRTimeline
Crescent Grove Advisors, LLC41,073$19.4M1.85%-84013F-HRTimeline
Clear Harbor Asset Management, LLC40,967$19.4M1.33%+77013F-HRTimeline
Summit Financial, LLC40,437$19.1M0.28%+3,16513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC40,346$19.1M0.35%-1,65613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC40,305$19.1M2.94%+13,35513F-HRTimelineGroup
Nvest Financial, LLC40,134$19M7.9%+11,07013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC39,701$18.8M6.72%+50813F-HRTimeline
Regent Peak Wealth Advisors LLC39,605$18.7M3.7%-47613F-HRTimeline
Choate Investment Advisors39,210$18.6M0.36%-1,21013F-HRTimeline
Objectivity Squared, LLC38,973$18.4M10.32%+26813F-HRTimeline
Pointe Capital Management LLC38,644$18.3M9.07%+1,15613F-HRTimeline
Ethos Financial Group, LLC38,440$18.2M1.34%-38713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,082$18M0.35%+6113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC37,929$18M0.22%+1,52213F-HRTimeline
MidFirst Bank37,632$17.8M1.42%13F-HRTimeline
TOWNSQUARE CAPITAL LLC37,430$17.7M3.97%+18,86213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC37,282$17.6M0.03%+1,10113F-HRTimelineGroup
O'Brien Wealth Partners LLC37,249$17.6M2.33%-1,99513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…37,137$17.6M0.24%-35613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,839$17.4M0.1%-1,51213F-HRTimeline
Newport Capital Group, LLC36,588$17.3M10.59%-41013F-HR/ATimeline
RHUMBLINE ADVISERS36,373$17.2M0.01%+5,54213F-HRTimeline
OneDigital Investment Advisors LLC35,993$17M0.17%-3,37713F-HRTimeline
INVESTMENT PARTNERS, LTD.35,869$17M5.94%-12613F-HRTimeline
Compass Financial Group, Inc.35,730$16.9M7.46%-39013F-HRTimeline
GM Advisory Group, LLC35,315$16.7M0.65%+3,49313F-HRTimeline
JMG Financial Group, Ltd.34,995$16.6M0.47%-74113F-HRTimeline
Dakota Wealth Management34,979$16.6M0.29%+64313F-HR/ATimeline
AdvisorShares Investments LLC34,636$16.4M2.74%new13F-HRTimeline
Curi Capital, LLC34,590$16.4M0.28%-61413F-HRTimeline
Intrepid Financial Planning Group LLC34,482$16.3M6.2%-16613F-HRTimeline
Meramec Financial Planners, LLC35,693$16.3M6.36%13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.34,352$16.3M5.76%+2,37913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC34,312$16.2M5.04%+2,27913F-HRTimeline
One Wealth Advisors, LLC33,529$16.1M1.97%-80313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding33,839$16M-218Timeline
Grove Bank & Trust33,748$16M1.8%+2,43013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,604$15.9M0.18%-3,89713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,498$15.9M0.38%+3,37113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC33,295$15.8M0.76%+6,52713F-HRTimeline
HBK Sorce Advisory LLC34,474$15.7M0.36%+25813F-HRTimeline
Gotham Asset Management, LLC32,777$15.5M0.06%+2,66113F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC32,126$15.2M10.41%13F-HRTimeline
IHT Wealth Management, LLC31,989$15.1M0.37%-94513F-HRTimeline
Stonebridge Financial Group, LLC31,934$15.1M1.29%-4813F-HRTimeline
Summit Trail Advisors, LLC31,862$15.1M0.26%-119,19613F-HRTimeline
Walsh & Associates, LLC31,738$15M14.81%13F-HRTimeline
Prospera Financial Services Inc31,589$15M0.25%-72,77813F-HRTimeline
FLOW TRADERS U.S. LLC31,592$15M0.49%+6,82713F-HRTimeline
Narwhal Capital Management31,327$14.8M1.08%013F-HRTimeline
Valeo Financial Advisors, LLC32,927$14.7M0.33%+49513F-HRTimeline
WEST BANCORPORATION INC30,920$14.6M7.67%+71413F-HRTimeline
Arcadia Wealth Management, LLC30,634$14.5M5.39%-1,62413F-HRTimeline
RFG Advisory, LLC30,489$14.4M0.27%-2,87713F-HRTimeline
FDx Advisors, Inc.30,469$14.4M7.35%-73713F-HRTimeline
Parallel Advisors, LLC30,266$14.3M0.26%+1,13113F-HRTimeline
American State Bank (Iowa)30,214$14.3M6.88%+2,12813F-HRTimeline
Sowell Financial Services LLC30,064$14.2M0.52%+1,86513F-HRTimeline
Finley Financial, LLC29,920$14.2M6.49%-72013F-HRTimeline
Financial Engines Advisors L.L.C.29,885$14.1M0.03%-2,47613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC29,669$14M0.21%+5,34713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp29,373$13.9M0.36%+6,15013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT29,350$13.9M0.11%+18,95813F-HRTimeline
Brand Asset Management Group, Inc.29,340$13.9M3.88%-43113F-HRTimeline
Ballast, Inc.29,206$13.8M3.24%+4,24613F-HRTimeline
Pacific Sage Partners, LLC29,112$13.8M2.19%-7113F-HRTimeline
SAGE FINANCIAL GROUP INC28,947$13.7M0.91%-27513F-HRTimeline
2UniFi Bank28,720$13.6M6.45%+1,02513F-HRTimeline
STEVENS CAPITAL PARTNERS28,695$13.6M3.55%+4,13113F-HRTimeline
Connecticut Wealth Management, LLC28,520$13.5M0.59%-1,35013F-HRTimeline
Blue Trust, Inc.28,355$13.4M0.15%+3,93313F-HRTimeline
Clientfirst Wealth Management, LLC28,264$13.4M10.74%013F-HRTimeline
Sequoia Financial Advisors, LLC28,161$13.3M0.07%+6,29113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,128$13.3M0.24%+9,18613F-HR/ATimeline
Hardy Reed LLC27,637$13.1M0.93%-3313F-HRTimeline
Advisory Services Network, LLC27,576$13.1M0.18%+4,29113F-HRTimeline
BCGM Wealth Management, LLC27,473$13M3.32%-38613F-HRTimeline
FMA Wealth Management, LLC27,363$13M8.39%-1,50613F-HRTimeline
EPIQ PARTNERS, LLC27,268$12.9M6.02%-1,01813F-HRTimeline
WHITTIER TRUST CO27,034$12.9M0.14%-20913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC27,065$12.8M0.14%+1,91113F-HRTimelineGroup
Brickley Wealth Management27,049$12.8M2.16%-99613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.26,929$12.7M0.27%-2,84813F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO26,662$12.6M0.18%-23513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP26,648$12.6M0.16%+17513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding26,400$12.5M+10,421Timeline
Busey Bank26,400$12.5M0.33%+613F-HRTimeline
Highland Financial Advisors, LLC26,321$12.5M3.45%+1013F-HRTimeline
Snowden Capital Advisors LLC26,207$12.4M0.32%+3,63013F-HRTimeline
Napier Financial, LLC26,192$12.4M3.1%13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT26,066$12.3M0.82%+21713F-HRTimeline
SAPIENT CAPITAL LLC25,798$12.3M0.17%+1,46613F-HRTimeline
American Institute for Advanced Investm…25,807$12.2M7.85%-48413F-HRTimeline
Compound Planning, Inc.25,745$12.2M0.36%-3,95313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,624$12.1M0.16%+61113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.25,622$12.1M1.71%-28813F-HRTimeline
Gilliland Jeter Wealth Management LLC25,558$12.1M3.66%+18513F-HRTimeline
Argent Trust Co25,409$12M0.41%-69413F-HRTimeline
Newbrook Capital Advisors LP25,172$11.9M1.49%-40,78913F-HRTimeline
NOTTINGHAM ADVISORS, INC.25,167$11.9M1.66%-4,99513F-HRTimeline
Patten Group, Inc.24,994$11.8M2.19%+2,59913F-HRTimeline
Oldfather Financial Services, LLC24,441$11.6M3.44%-93913F-HRTimeline