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Disclosery

IWF ISHARES TR

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STOK (fund)

2,423 managers (2,452 13F filers) reported a position in IWF shares at 2026-03-31, 202,629,974 shares in all. 85 filers opened a position and 152 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
152
Shares held by filers
202,629,974

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WCG Wealth Advisors LLC68,950$29.4M0.82%+1,49313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\68,612$29.3M0.01%-6,97313F-HRTimelineGroup
Saiph Capital, LLC68,082$29M10.99%-3,75513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC66,857$28.5M0.99%-1,39413F-HRTimelineGroup
Flaharty Asset Management, LLC66,442$28.3M3.52%-1,54613F-HRTimeline
Black Swift Group, LLC65,873$28.1M4.92%-2,83713F-HRTimeline
Capital Planning Advisors, LLC65,424$27.9M4.03%+34813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO64,606$27.5M0.58%+4,42613F-HRTimeline
Apella Capital, LLC57,788$27.5M0.41%+6,63313F-HRTimeline
PFW Advisors LLC64,006$27.3M8.58%-26413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC62,280$26.6M0.04%+50,48013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,417$26.2M0.29%-2413F-HRTimelineGroup
Affiance Financial, LLC61,344$26.2M4.24%+12,06413F-HRTimeline
CX Institutional60,751$25.9M0.79%-61,53813F-HRTimeline
Claro Advisors Inc.60,568$25.8M3.11%+20613F-HRTimeline
JMAC ENTERPRISES LLC60,276$25.7M4.92%+1,00113F-HRTimeline
NWAM LLC59,989$25.6M1.47%-94813F-HRTimeline
Legacy Edge Advisors, LLC59,957$25.6M2.69%-1,10213F-HRTimeline
Evercore Wealth Management, LLC59,742$25.5M0.4%-1,93413F-HRTimeline
Bison Wealth, LLC204,356$25.4M2.47%+155,29913F-HRTimeline
Berkshire Money Management, Inc.59,019$25.2M2.58%-55,68713F-HRTimeline
&PARTNERS58,320$25.2M0.12%+2,19513F-HRTimeline
Clearstead Trust, LLC58,345$24.9M4.06%+10,14913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO57,740$24.6M0.02%+45,44613F-HRTimelineGroup
Summit Wealth Partners, LLC56,739$24.2M3.83%+96213F-HRTimeline
Ballentine Partners, LLC56,341$24M0.33%+5,42713F-HRTimeline
DT Investment Partners, LLC56,319$24M2%-2,69813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA57,775$23.8M0.73%-1,34813F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.55,455$23.6M9.4%+1,01613F-HRTimeline
Aptus Capital Advisors, LLC55,288$23.6M0.2%+12513F-HRTimeline
Bleakley Financial Group, LLC55,150$23.5M0.37%+7,20213F-HRTimeline
Boulder Wealth Advisors, LLC54,820$23.4M9.33%-5,93613F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.54,671$23.3M0.56%-1,19013F-HR/ATimelineGroup
VAUGHAN & Co SECURITIES, INC.53,483$22.8M11.92%+72913F-HRTimeline
MOR Wealth Management, LLC53,443$22.8M10.45%+6,42113F-HRTimeline
Bryn Mawr Trust Advisors, LLC52,623$22.4M1.09%+19,32813F-HRTimeline
Farther Finance Advisors, LLC51,977$22.4M0.21%+5,76113F-HRTimeline
GHP Investment Advisors, Inc.52,253$22.3M0.92%-33413F-HRTimeline
MONTAG A & ASSOCIATES INC52,125$22.2M1.03%-2,58213F-HRTimeline
LWM ADVISORS INC51,740$22.1M19.14%+2,01013F-HRTimeline
Roble, Belko & Company, Inc51,653$22M2.8%013F-HRTimeline
Merit Financial Group, LLC51,321$21.9M0.16%+7,21613F-HRTimeline
Cooksen Wealth, LLC50,991$21.7M15.79%+3,61213F-HRTimeline
PW Nova Financial Services LLC50,953$21.7M5.45%+82513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC50,876$21.7M5.88%+1,48813F-HRTimeline
Visionary Wealth Advisors50,695$21.6M0.96%-16713F-HRTimeline
Procyon Advisors, LLC49,545$21.1M1.04%+3,72413F-HRTimeline
McKinley Carter Wealth Services, Inc.49,314$21M1.21%-61413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC49,066$20.9M0.03%+11,78413F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC48,749$20.8M1.48%-22013F-HRTimeline
KELLY FINANCIAL GROUP LLC48,539$20.7M5.2%+2,72813F-HRTimeline
Sonoma Allocations LLC47,935$20.7M7.13%-3,13913F-HRTimeline
Haverford Trust Co48,327$20.6M0.19%-2,03513F-HRTimeline
Prime Capital Investment Advisors, LLC48,249$20.6M0.24%+10,32013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC48,083$20.5M1.09%-26,82813F-HRTimeline
Independent Advisor Alliance47,808$20.4M0.22%+41,89913F-HRTimeline
Winthrop Advisory Group LLC47,695$20.3M1.66%-27113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/47,659$20.3M<0.01%-271,18113F-HRTimeline
Breakwater Capital Group47,039$20.1M2.69%+3,64413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management46,978$20M0.68%-3,29913F-HRTimelineGroup
SlateStone Wealth, LLC46,915$20M1.65%-83713F-HRTimeline
NESTEGG ADVISORS, INC.46,553$19.9M17.43%+23813F-HRTimeline
Tradition Wealth Management, LLC46,450$19.8M1.41%-21013F-HRTimeline
Whitegate Investment Counselors, Inc.46,377$19.8M6.29%-85113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC46,215$19.7M1.43%+99513F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT46,009$19.6M0.3%-35913F-HR/ATimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC45,384$19.4M2.81%+5,07913F-HRTimelineGroup
MATHER GROUP, LLC.45,364$19.3M0.19%-1,02513F-HRTimeline
Dorsey & Whitney Trust CO LLC45,174$19.3M1.06%-1,40313F-HRTimeline
Stillwater Capital Advisors, LLC44,885$19.1M2.18%+1,76413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO44,832$19.1M2.01%+29,80613F-HRTimeline
Sunburst Financial Group, LLC44,372$18.9M3.64%+11513F-HR/ATimeline
Summit Financial, LLC44,101$18.8M0.24%+3,66413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44,059$18.8M0.09%+7,22013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,585$18.6M+527Timeline
Accretive Wealth Partners, LLC43,487$18.5M5.24%+1,33613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC43,478$18.5M5.92%+3,77713F-HRTimeline
One Capital Management, LLC43,463$18.5M0.51%+1,66313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding43,337$18.5M-2,276Timeline
Sylvest Advisors, LLC43,223$18.4M9.8%+1,80613F-HRTimeline
MJP ASSOCIATES INC /ADV43,184$18.4M2.24%+2,03013F-HRTimeline
Keel Point, LLC42,900$18.3M1.23%+83613F-HRTimeline
Meramec Financial Planners, LLC38,322$18.2M7.22%+2,62913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS42,627$18.2M0.73%-5,63513F-HRTimelineGroup
SONATA CAPITAL GROUP INC42,390$18.1M6.67%+8713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…42,194$18M0.55%-2,35013F-HRTimelineGroup
Atria Investments, Inc42,181$18M0.2%-14,84413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC41,989$17.9M3.06%-70613F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC41,985$17.9M14.19%-6,62013F-HRTimeline
Schneider Downs Wealth Management Advis…41,409$17.7M1.95%+22513F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC41,173$17.6M2.05%+2513F-HRTimeline
Argent Trust Co41,126$17.5M0.6%+15,71713F-HRTimeline
Nvest Financial, LLC41,006$17.5M6.51%+87213F-HRTimeline
Crescent Grove Advisors, LLC40,954$17.5M1.73%-11913F-HRTimeline
Clear Harbor Asset Management, LLC40,758$17.4M1.2%-20913F-HRTimeline
Composition Wealth, LLC40,637$17.3M0.24%-1,09713F-HRTimeline
HBK Sorce Advisory LLC139,702$17.3M0.35%+105,22813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC40,245$17.2M0.31%-10113F-HRTimeline
Curtis Advisory Group, LLC40,040$17.1M3.68%-4,23713F-HRTimeline
Westshore Wealth, LLC39,870$17M5.96%-2,39713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,717$16.9M0.31%+1,63513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS39,290$16.8M0.01%-8,72713F-HRTimelineGroup
Pointe Capital Management LLC39,171$16.7M8.27%+52713F-HRTimeline
Compound Planning, Inc.38,238$16.3M0.5%+12,49313F-HRTimeline
Gotham Asset Management, LLC38,123$16.3M0.05%+5,34613F-HRTimeline
Choate Investment Advisors38,072$16.2M0.32%-1,13813F-HRTimeline
Objectivity Squared, LLC37,688$16.1M10.13%-1,28513F-HRTimeline
MCF Advisors LLC37,671$16.1M0.7%+36,11713F-HRTimeline
Curi Capital, LLC37,526$16M0.29%+2,93613F-HRTimeline
OneDigital Investment Advisors LLC37,046$15.8M0.15%+1,05313F-HRTimeline
MidFirst Bank36,930$15.7M1.3%-70213F-HRTimeline
WEST BANCORPORATION INC36,906$15.7M7.85%+5,98613F-HRTimeline
Summit Trail Advisors, LLC36,020$15.4M0.22%+4,15813F-HRTimeline
Regent Peak Wealth Advisors LLC35,984$15.3M3.13%-3,62113F-HRTimeline
Newport Capital Group, LLC35,947$15.3M9.35%-64113F-HRTimeline
STEVENS CAPITAL PARTNERS35,743$15.2M3.66%+7,04813F-HRTimeline
Occidental Asset Management, LLC35,659$15.2M1.8%-6,78413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.35,558$15.2M5.22%+1,20613F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding35,412$15.1MnewTimeline
GM Advisory Group, LLC35,193$15M0.58%-12213F-HRTimeline
Compass Financial Group, Inc.35,150$15M6.76%-58013F-HRTimeline
JMG Financial Group, Ltd.34,919$14.9M0.41%-7613F-HRTimeline
INVESTMENT PARTNERS, LTD.34,714$14.8M5.27%-1,15513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…34,182$14.6M0.2%-2,95513F-HRTimelineGroup
IHT Wealth Management, LLC33,958$14.5M0.34%+1,96913F-HRTimeline
Intrepid Financial Planning Group LLC33,672$14.4M5.8%-81013F-HRTimeline
Grove Bank & Trust33,458$14.3M1.61%-29013F-HRTimeline
Ball & Co Wealth Management Inc.33,455$14.3M11.94%-34,91713F-HRTimeline
American State Bank (Iowa)33,076$14.1M6.77%+2,86213F-HRTimeline
Krane Financial Solutions LLC32,711$13.9M9.48%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC32,701$13.9M0.33%+28,46213F-HRTimeline
Walsh & Associates, LLC32,351$13.8M13.68%+61313F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC32,173$13.7M8.33%+4713F-HRTimeline
SG Americas Securities, LLC31,933$13.6M0.02%+8,56213F-HRTimeline
Pacific Sage Partners, LLC31,379$13.4M2.11%+2,26713F-HRTimeline
Narwhal Capital Management31,305$13.3M0.98%-2213F-HRTimeline
Valeo Financial Advisors, LLC31,195$13.3M0.32%-1,73213F-HRTimeline
Prospera Financial Services Inc31,072$13.3M0.21%-51713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC31,050$13.2M4.17%-3,26213F-HRTimeline
Parallel Advisors, LLC30,802$13.1M0.24%+53613F-HR/ATimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …30,483$13.1M0.02%-72,18813F-HRTimelineGroup
RFG Advisory, LLC30,445$13M0.24%-4413F-HRTimeline
Finley Financial, LLC30,085$12.8M6.01%+16513F-HRTimeline
Stonebridge Financial Group, LLC30,024$12.8M1.05%-1,91013F-HRTimeline
STAR Financial Bank30,023$12.8M6.04%-14,51913F-HRTimeline
2UniFi Bank30,018$12.8M6.2%+1,29813F-HRTimeline
Ballast, Inc.30,011$12.8M2.96%+80513F-HRTimeline
One Wealth Advisors, LLC29,968$12.8M1.59%-3,56113F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding29,954$12.8M+14,377Timeline
Associated Banc-Corpin group Associated Banc-Corp29,848$12.7M0.34%+47513F-HRTimelineGroup
SAGE FINANCIAL GROUP INC29,794$12.7M0.83%+84713F-HRTimeline
FDx Advisors, Inc.29,748$12.7M4.05%-72113F-HRTimeline
TOWNSQUARE CAPITAL LLC29,667$12.7M2.85%-7,76313F-HRTimeline
Brand Asset Management Group, Inc.29,560$12.6M3.28%+22013F-HRTimeline
Arcadia Wealth Management, LLC29,309$12.5M4.52%-1,32513F-HRTimeline
Ryan Investment Management, Inc.29,223$12.5M7.01%-18,99313F-HRTimeline
Sequoia Financial Advisors, LLC29,116$12.4M0.07%+95513F-HRTimeline
Connecticut Wealth Management, LLC29,078$12.4M0.52%+55813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC28,817$12.3M0.15%+1,75213F-HRTimelineGroup
Integrated Wealth Concepts LLC28,680$12.2M0.1%+12,19713F-HRTimeline
BCGM Wealth Management, LLC28,280$12.1M3.03%+80713F-HRTimeline
Clientfirst Wealth Management, LLC28,264$12.1M10.17%013F-HRTimeline
WHITTIER TRUST CO27,721$12M0.14%+68713F-HRTimeline
Vestmark Advisory Solutions, Inc.28,039$12M0.13%+8,18213F-HRTimeline
Advisory Services Network, LLC27,647$11.8M0.16%+7113F-HRTimeline
Dakota Wealth Management27,636$11.8M0.26%-7,34313F-HR/ATimeline
Hardy Reed LLC27,634$11.8M0.86%-313F-HRTimeline
Blue Trust, Inc.27,515$11.7M0.13%-84013F-HRTimeline
EPIQ PARTNERS, LLC27,206$11.6M5.42%-6213F-HRTimeline
SAPIENT CAPITAL LLC27,124$11.6M0.17%+1,32613F-HR/ATimeline
MATRIX ASSET ADVISORS INC/NY26,756$11.4M1.05%+2,56913F-HRTimeline
Arete Wealth Advisors, LLC26,723$11.4M0.85%+4,26213F-HR/ATimeline
Brickley Wealth Management26,612$11.3M1.95%-43713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP26,577$11.3M0.14%-7113F-HRTimeline
Busey Bank26,428$11.3M0.31%+2813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO26,341$11.2M0.17%-32113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC26,205$11.2M0.16%-3,46413F-HRTimeline
Napier Financial, LLC26,172$11.2M2.56%-2013F-HRTimeline
Highland Financial Advisors, LLC26,129$11.1M2.94%-19213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.25,953$11.1M0.24%-97613F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC25,631$10.9M0.02%+1,25613F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC25,570$10.9M3.23%+1213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.25,548$10.9M1.52%-7413F-HRTimeline
Snowden Capital Advisors LLC25,491$10.9M0.29%-71613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.23,383$10.8M6.11%+40113F-HRTimeline
Eukles Asset Management25,250$10.8M4.8%+2,93413F-HRTimeline
American Institute for Advanced Investm…25,240$10.8M6.97%-56713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,218$10.8M0.13%-40613F-HRTimeline
FMA Wealth Management, LLC24,838$10.6M7.04%-2,52513F-HRTimeline
OFS Enterprise LLC24,681$10.5M3.09%13F-HRTimeline
Ethos Financial Group, LLC23,412$10.5M0.77%-15,02813F-HRTimeline
NOTTINGHAM ADVISORS, INC.24,400$10.4M1.34%-76713F-HRTimeline
Arbor Investment Advisors, LLC24,168$10.3M1.34%-12213F-HRTimeline
Venture Visionary Partners LLC24,144$10.3M0.34%+28113F-HRTimeline
CONNING INC.in group CONNING INC.24,087$10.3M0.34%013F-HRTimelineGroup
Pettinga Financial Advisors LLC24,027$10.2M1.93%+55813F-HRTimeline
Global Strategic Investment Solutions, …24,023$10.2M1.01%+1313F-HRTimeline
RHUMBLINE ADVISERS23,951$10.2M0.01%-12,42213F-HRTimeline
Patten Group, Inc.23,784$10.1M1.76%-1,21013F-HRTimeline
FLC Capital Advisors23,682$10.1M1.83%-18513F-HRTimeline