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Disclosery

IWF ISHARES TR

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STOK (fund)

2,491 managers (2,519 13F filers) reported a position in IWF shares at 2026-06-30, 785,182,343 shares in all. 141 filers opened a position and 70 filers sold out during the quarter.

Managers
2,491
13F filers
2,519
New
141
Added
2,296
Reduced
30
Sold out
70
Shares held by filers
785,182,343

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Global Strategic Investment Solutions, …96,140$11.9M1.07%+72,11713F-HRTimeline
Financial Engines Advisors L.L.C.95,461$11.9M0.02%+68,90813F-HRTimeline
St. Louis Trust Co80,328$11.8M1.44%+60,24613F-HRTimeline
Blue Trust, Inc.95,399$11.8M0.12%+67,88413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC94,782$11.8M0.15%+69,56413F-HRTimeline
ARK & TLK INVESTMENTS, LLC94,656$11.8M2.9%+70,99213F-HRTimeline
Venture Visionary Partners LLC94,649$11.8M0.33%+70,50513F-HRTimeline
FMA Wealth Management, LLC94,136$11.7M7.48%+69,29813F-HRTimeline
FLC Capital Advisors93,932$11.7M1.91%+70,25013F-HRTimeline
EQUITABLE TRUST CO93,348$11.6M0.48%+79,04913F-HRTimeline
VESTOR CAPITAL, LLC198,804$11.6M0.73%+198,17113F-HRTimeline
Ethos Financial Group, LLC96,128$11.5M0.77%+72,71613F-HRTimeline
Presper Financial Architects, LLC92,027$11.4M5.96%+69,24613F-HRTimeline
STOCK YARDS BANK & TRUST CO91,899$11.4M0.33%+68,65513F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC91,316$11.3M0.01%+69,41813F-HRTimelineGroup
Bay Capital Advisors, LLC90,986$11.3M6.06%+69,18813F-HRTimeline
Perigon Wealth Management, LLC89,995$11.2M0.18%+67,68013F-HRTimeline
NOTTINGHAM ADVISORS, INC.92,648$11.1M1.33%+68,24813F-HRTimeline
Zuckerman Investment Group, LLC89,275$11.1M0.94%+67,52913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…89,149$11.1M0.3%+67,03813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding88,001$10.9M+65,905Timeline
Permanens Capital L.P.87,760$10.9M1.12%+87,06013F-HRTimeline
Truepoint, Inc.87,449$10.9M0.23%+64,97413F-HRTimeline
White Lighthouse Investment Management …87,289$10.8M1.35%+64,80513F-HRTimeline
Willis Johnson & Associates, Inc.86,673$10.8M0.6%+63,91613F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC86,659$10.8M1.26%+45,48613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.86,510$10.7M0.22%+60,55713F-HRTimelineGroup
Maloon Powers Pitre Higgins & Dennehy, …86,473$10.7M3.69%13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.90,634$10.7M5.76%+67,25113F-HRTimeline
Sound View Wealth Advisors Group, LLC86,316$10.7M0.67%+65,08213F-HRTimeline
Cresta Advisors, Ltd.85,581$10.6M3.81%+64,17113F-HRTimeline
NTV Asset Management LLC85,245$10.6M1.04%+63,93313F-HRTimeline
BBR PARTNERS, LLC85,231$10.6M0.5%+82,26113F-HRTimeline
Kingsview Wealth Management, LLC85,213$10.6M0.13%+66,17813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding84,825$10.5M+63,696Timeline
DIVERSIFIED TRUST CO84,704$10.5M0.17%+63,21313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co84,585$10.5M0.11%+62,93113F-HRTimelineGroup
Next Capital Management LLC84,480$10.5M2.83%+63,09413F-HRTimeline
IFG Advisory, LLC84,313$10.5M0.37%+84,13813F-HRTimeline
Monument Capital Management84,048$10.4M2.1%+66,76613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC83,858$10.4M1.4%+38,47413F-HRTimelineGroup
Patten Group, Inc.83,348$10.3M1.61%+59,56413F-HRTimeline
Paladin Advisory Group, LLC83,186$10.3M6.86%+62,37913F-HRTimeline
NovaPoint Capital, LLC82,960$10.3M2.14%+60,77413F-HRTimeline
Community Bank, N.A.82,692$10.3M1.11%+61,87213F-HRTimeline
Heck Capital Advisors, LLC82,271$10.2M0.61%+67,38813F-HRTimeline
Pure Financial Advisors, LLC82,068$10.2M0.13%+61,61413F-HRTimeline
Frederick Financial Consultants, LLC81,349$10.1M4.29%+61,09613F-HRTimeline
SOA Wealth Advisors, LLC.81,142$10.1M1.7%+60,49913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA80,832$10M0.39%+60,62613F-HRTimeline
Holistic Financial Partners80,797$10M6.13%+58,69913F-HRTimeline
LANDAAS & CO /WI /ADV80,619$10M1.82%+61,27013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC80,180$9.96M0.07%+60,71013F-HRTimelineGroup
Ferguson Johnson Wealth Management Inc79,322$9.85M7.18%+59,49113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.79,007$9.81M0.8%+60,14013F-HRTimelineGroup
Smith & Howard Wealth Management, LLC78,867$9.79M2.01%+59,02113F-HRTimeline
Northern Lights Advisors, Inc.78,413$9.74M5.3%+58,09813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC78,298$9.72M1.41%new13F-HRTimeline
Bawa N Mallick Trust78,200$9.71M3.14%+58,65013F-HRTimeline
POTENTIA WEALTH78,024$9.69M3.97%+57,98813F-HRTimeline
Sepio Capital, LP77,965$9.68M0.49%+58,26513F-HRTimeline
OMNI 360 Wealth, Inc.77,021$9.56M4.42%+58,00513F-HRTimeline
Cyndeo Wealth Partners, LLC76,434$9.49M0.45%+57,51213F-HRTimeline
Meridian Wealth Advisors, LLC75,845$9.42M1.07%+56,87413F-HRTimeline
AMI ASSET MANAGEMENT CORP75,839$9.42M0.54%+61,70813F-HRTimeline
GTS SECURITIES LLC75,755$9.41M0.2%+69,75413F-HRTimeline
Caprock Group, LLC75,225$9.34M0.18%+56,99113F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC74,202$9.21M8.6%13F-HRTimeline
CFM WEALTH PARTNERS LLC73,961$9.18M1.17%+55,87413F-HRTimeline
Mutual Advisors, LLC73,812$9.17M0.17%+55,13213F-HRTimeline
ROTHSCHILD INVESTMENT LLC73,747$9.16M0.34%+55,13513F-HRTimeline
TFO Wealth Partners, LLC73,568$9.13M0.99%+55,47013F-HRTimeline
PINNACLE ASSOCIATES LTD73,522$9.13M0.1%+56,64913F-HRTimeline
MGO ONE SEVEN LLC73,349$9.11M0.15%+55,68213F-HRTimeline
REBALANCE, LLC73,190$9.09M0.48%+54,40213F-HRTimeline
Counterweight Ventures, LLC73,190$9.09M4.53%+54,79513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…73,138$9.08M1.29%+54,81713F-HRTimeline
OLD NATIONAL BANCORP /IN/73,014$9.07M0.18%-19,09713F-HRTimeline
Provenance Wealth Advisors, LLC72,858$9.05M0.86%+54,36213F-HRTimeline
Alesco Advisors, LLC, An ESL Co72,586$9.01M0.21%+54,15813F-HRTimeline
Northstar Group, Inc.72,308$8.98M1.16%+54,26613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC71,941$8.93M1.67%+53,96813F-HRTimeline
Tanglewood Legacy Advisors, LLC71,396$8.87M2.86%+53,72213F-HRTimeline
1900 WEALTH MANAGEMENT LLC71,253$8.85M0.49%+50,54613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC70,707$8.78M0.17%+52,35513F-HRTimelineGroup
Altus Wealth Group LLC70,538$8.76M3.16%+52,89713F-HRTimeline
Three Bridge Wealth Advisors, LLC70,494$8.75M2.19%+53,10413F-HRTimeline
Sovran Advisors, LLC74,753$8.71M0.65%+34213F-HRTimeline
Rehmann Capital Advisory Group69,976$8.69M0.4%+52,48313F-HRTimeline
SAXON INTERESTS, INC.69,965$8.69M2.4%+53,34013F-HRTimeline
Osbon Capital Management LLC69,840$8.67M6.8%+51,25313F-HRTimeline
Cornerstone Advisory, LLC69,769$8.66M0.72%+52,31013F-HRTimeline
Indiana Trust & Investment Management Co69,702$8.65M2.37%+52,18613F-HRTimeline
Quent Capital, LLC69,384$8.62M0.53%+51,87613F-HRTimeline
CENTRAL TRUST Co69,209$8.59M0.16%+51,48413F-HRTimeline
Aprio Wealth Management, LLC68,502$8.51M0.42%+55,89913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO67,648$8.4M0.92%+50,73613F-HRTimelineGroup
McAdam, LLC67,636$8.4M0.32%+49,94913F-HRTimeline
Ruggaard & Associates LLC67,592$8.39M3.01%+49,96213F-HRTimeline
TPG Financial Advisors, LLC67,215$8.35M2.49%+50,62413F-HRTimeline
SAX WEALTH ADVISORS, LLC19,552$8.34M0.34%+1,24113F-HRTimeline
World Investment Advisors24,137$8.33M0.14%+4,28713F-HRTimeline
New England Private Wealth Advisors LLC70,542$8.31M0.8%+52,32413F-HRTimeline
Greenspring Advisors, LLC66,875$8.3M0.46%+49,80713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding66,640$8.28M+62,645Timeline
UMB Bank, n.a.66,569$8.27M0.1%+46,00513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC66,486$8.24M0.26%+49,84313F-HRTimelineGroup
Cove Private Wealth, LLC66,244$8.23M1.59%+52,65513F-HRTimeline
Sage Mountain Advisors LLC66,240$8.23M0.51%+49,68013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding66,154$8.21M+49,752Timeline
MONEY CONCEPTS CAPITAL CORP66,000$8.2M0.38%+64,14513F-HRTimeline
Harbour Capital Advisors, LLC65,576$8.13M1.48%+49,01713F-HRTimeline
DIXON FNANCIAL SERVICES, INC.65,144$8.09M3.28%+48,85813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC64,412$8M0.94%+48,28613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …64,882$7.98M0.01%+34,39913F-HRTimelineGroup
Legacy Advisors, LLC64,044$7.95M0.74%+48,03313F-HRTimeline
Mathes Company, Inc.64,000$7.95M2.47%+48,00013F-HRTimeline
Garde Capital, Inc.63,908$7.94M0.36%+47,88913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC63,552$7.89M2.02%+47,57413F-HRTimeline
Talisman Wealth Advisors LLC63,410$7.87M5.86%+47,58413F-HRTimeline
Next Level Private LLC62,887$7.81M1.53%+46,43413F-HRTimeline
Apriem Advisors62,418$7.75M0.67%+46,82013F-HRTimeline
EPG Wealth Management LLC62,252$7.73M1.85%+46,69613F-HRTimeline
Strategic Family Wealth Counselors, L.L…61,438$7.63M1.77%+46,13913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc62,140$7.61M<0.01%+47,20713F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …60,700$7.54M0.99%+45,08013F-HRTimeline
Linscomb Wealth, Inc.60,426$7.5M0.33%+44,27413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding60,286$7.49M+30,332Timeline
Canal Capital Management, LLC59,449$7.38M0.9%+44,58313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…59,356$7.37M0.21%+42,30013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.59,210$7.35M2.12%+44,04813F-HRTimeline
AlphaCore Capital LLC58,945$7.32M0.13%+44,96213F-HRTimeline
Widmann Financial Services, Inc.58,788$7.3M3.91%+44,64113F-HRTimeline
Gladstone Institutional Advisory LLC58,453$7.26M0.23%+44,21713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC58,453$7.26M0.51%+43,99213F-HRTimeline
Embree Financial Group58,407$7.25M0.73%+43,80913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…57,800$7.18M0.97%+42,15713F-HRTimelineGroup
Valmark Advisers, Inc.57,768$7.17M0.08%+43,45813F-HRTimeline
Summa Corp.57,588$7.15M2.24%+46,39813F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.57,555$7.15M0.46%+42,43113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO57,160$7.1M0.03%+42,11213F-HRTimelineGroup
Dynamic Financial Group57,144$7.1M5.36%+43,01513F-HRTimeline
CERTUITY, LLC57,048$7.08M0.35%+42,66313F-HRTimeline
Opus Capital Group, LLC56,904$7.07M0.68%+42,67813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP56,861$7.06M0.09%+43,19813F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC56,840$7.06M0.39%+42,63013F-HRTimeline
CITY HOLDING CO56,543$7.02M0.79%+42,04613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC56,172$6.97M0.01%+41,05413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC56,007$6.95M0.12%+41,67313F-HRTimeline
CJM Wealth Advisers, Ltd.55,869$6.94M1.82%+40,42213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …55,696$6.92M0.09%+41,75613F-HRTimelineGroup
Eagle Strategies LLC55,545$6.9M0.69%+41,65013F-HRTimeline
AE Wealth Management LLC55,249$6.86M0.03%+42,71413F-HRTimeline
Serenus Wealth Advisors, LLC55,031$6.83M1.19%+41,27513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.54,777$6.8M0.25%+40,45513F-HRTimeline
Family Manage LLC54,583$6.78M0.71%+50,91213F-HRTimeline
First Western Trust Bank54,374$6.75M0.33%+40,47613F-HRTimeline
LEIGH BALDWIN & CO., LLC54,350$6.75M3.63%+41,67213F-HRTimeline
MONETARY MANAGEMENT GROUP INC53,934$6.7M1.38%+41,03813F-HRTimeline
MidAtlantic Capital Management, Inc.53,392$6.63M4.12%+40,04613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC53,280$6.62M3.82%+40,29313F-HRTimeline
Xcelsior Advisor Partners LLC53,094$6.59M0.87%+40,82313F-HRTimeline
Warner Group LLC51,820$6.43M1.58%+44,38913F-HRTimeline
B. Riley Wealth Advisors, Inc.52,671$6.42M0.35%+42,06313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC51,647$6.41M0.26%+38,26713F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.51,560$6.4M0.87%+38,67013F-HRTimeline
Total Clarity Wealth Management, Inc.51,160$6.35M1.23%+38,37013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC50,997$6.33M1.91%+38,30813F-HRTimelineGroup
Joel Isaacson & Co., LLC50,970$6.33M0.18%+38,33013F-HRTimeline
Icon Wealth Advisors, LLC50,879$6.32M0.38%-23313F-HRTimeline
Cassaday & Co Wealth Management LLC50,701$6.3M0.12%+37,27313F-HRTimeline
LOWERY THOMAS, LLC50,685$6.29M3.07%+36,77113F-HRTimeline
MTM Investment Management, LLC50,651$6.29M1.79%+38,09513F-HRTimeline
Cordatus Wealth Management LLC50,460$6.27M1.38%+37,95113F-HRTimeline
Intrua Financial, LLC50,390$6.26M0.59%+38,43913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.50,334$6.25M0.6%+38,27113F-HRTimeline
Dynamic Advisor Solutions LLC50,246$6.24M0.18%+38,04213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC50,168$6.23M0.5%+37,60513F-HRTimeline
Crestwood Advisors Group, LLC49,789$6.18M0.09%+37,43013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,610$6.16M0.13%+36,81113F-HRTimelineGroup
IFP Advisors, Inc49,480$6.14M0.11%+37,23713F-HRTimeline
Berman McAleer LLC49,100$6.1M0.71%+36,74213F-HRTimeline
Sigma Planning Corp49,038$6.09M0.15%+35,71513F-HRTimeline
Jordan Park Group LLC48,620$6.04M0.31%+36,30013F-HRTimeline
Alta Wealth Advisors LLC48,535$6.03M1.63%+36,49113F-HRTimeline
W ADVISORS, LLC48,176$5.98M2.72%+36,13213F-HRTimeline
Colorado Capital Management, Inc.48,008$5.96M2.03%+34,84613F-HRTimeline
OKABENA INVESTMENT SERVICES INC47,932$5.95M1.06%+35,85113F-HRTimeline
COURIER CAPITAL LLC47,931$5.95M0.3%+40,21713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD47,790$5.93M2.49%+35,60313F-HRTimeline
Cordoba Advisory Partners LLC47,652$5.91M1.25%+36,13113F-HRTimeline
GAMMA Investing LLC47,583$5.91M0.22%+35,92913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC47,283$5.87M0.01%+21,65213F-HRTimelineGroup
Fisher Asset Management, LLC47,235$5.87M<0.01%+31,65213F-HRTimeline
Foundation Wealth Management, LLC\PA46,971$5.83M1.76%+34,59813F-HRTimeline
Savvy Advisors, Inc.46,905$5.82M0.12%+34,94013F-HRTimeline
CPC Advisors, LLC46,876$5.82M0.78%+34,70013F-HRTimeline
Simplicity Wealth,LLC46,583$5.78M0.2%+36,80213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK46,334$5.75M0.03%+34,54113F-HRTimelineGroup
ADIRONDACK TRUST CO46,168$5.73M1.71%+34,71813F-HRTimeline