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Disclosery

IWF ISHARES TR

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STOK (fund)

2,290 managers (2,311 13F filers) reported a position in IWF shares at 2024-12-31, 200,497,366 shares in all. 135 filers opened a position and 61 filers sold out during the quarter.

Managers
2,290
13F filers
2,311
New
135
Added
684
Reduced
771
Sold out
61
Shares held by filers
200,497,366

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
UNIONVIEW, LLC22,912$9.23M6.76%-35613F-HRTimeline
Holistic Financial Partners22,964$9.22M4.58%-8513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT22,925$9.21M0.09%+14,41413F-HRTimeline
Bison Wealth, LLC22,897$9.19M2.03%+3,88813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc22,620$9.08M<0.01%+67813F-HRTimelineGroup
OARSMAN CAPITAL, INC.22,544$9.05M1.58%-1,27513F-HRTimeline
Community Bank, N.A.22,503$9.04M1.16%-5713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.22,491$9.03M0.22%-2213F-HRTimelineGroup
Chicago Wealth Management, Inc.22,351$8.98M4.66%+1,30713F-HRTimeline
Americana Partners, LLC22,294$8.95M0.37%+10,47813F-HRTimeline
Sound View Wealth Advisors Group, LLC22,213$8.92M0.72%-37713F-HRTimeline
NTV Asset Management LLC22,165$8.9M1.17%-4413F-HRTimeline
Cypress Capital, LLC22,038$8.85M2.53%+2413F-HRTimeline
American State Bank (Iowa)22,027$8.85M5.33%-3413F-HRTimeline
Gladstone Institutional Advisory LLC22,025$8.84M0.41%+1,01313F-HRTimeline
PITCAIRN COin group PITCAIRN CO21,987$8.83M0.52%-2,60513F-HRTimelineGroup
Linscomb Wealth, Inc.21,857$8.78M0.44%-42713F-HRTimeline
SOA Wealth Advisors, LLC.21,833$8.77M1.62%-95513F-HR/ATimeline
&PARTNERS21,589$8.77M0.11%+2,79113F-HRTimeline
Objectivity Squared, LLC21,983$8.75M6.08%+3413F-HRTimeline
Watts Gwilliam & Co., LLC21,574$8.71M1.84%-12713F-HRTimeline
Cresta Advisors, Ltd.23,165$8.7M4.55%013F-HRTimeline
Heck Capital Advisors, LLC21,316$8.56M0.98%+90713F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC21,157$8.5M0.71%-47813F-HRTimeline
J.W. COLE ADVISORS, INC.21,078$8.46M0.34%+11113F-HRTimeline
Bleakley Financial Group, LLC21,055$8.46M0.25%+80313F-HRTimeline
Quent Capital, LLC20,989$8.43M0.87%-53513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP20,944$8.41M0.12%+2,12913F-HRTimeline
Essential Planning, LLC.21,336$8.37M0.05%new13F-HRTimeline
Arkadios Wealth Advisors20,817$8.36M0.46%-1,13813F-HRTimeline
Ruggaard & Associates LLC20,812$8.36M3.67%-49913F-HRTimeline
Frederick Financial Consultants, LLC20,769$8.34M6.66%13F-HRTimeline
REBALANCE, LLC20,703$8.31M0.62%-1913F-HRTimeline
St. Louis Trust Co20,670$8.3M1.19%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,598$8.27M0.01%+17,08513F-HRTimelineGroup
Kraft, Davis & Associates, LLC20,160$8.27M2.36%-50713F-HRTimeline
Sequoia Financial Advisors, LLC20,570$8.26M0.08%+3,97013F-HR/ATimeline
STOCK YARDS BANK & TRUST CO20,446$8.21M0.28%-86113F-HRTimeline
LANDAAS & CO /WI /ADV20,292$8.15M2.26%-4413F-HRTimeline
Kingsview Wealth Management, LLC20,128$8.08M0.16%+53813F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.19,428$8.08M7.18%13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY20,107$8.07M0.88%+69513F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,004$8.03M0.53%-40313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,950$8.01M1.34%-79513F-HRTimeline
Northstar Group, Inc.19,939$8.01M1.34%-613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC19,812$7.96M0.12%new13F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA19,122$7.95M0.38%-48513F-HRTimeline
CENTRAL TRUST Co19,615$7.88M0.19%-813F-HRTimeline
Bawa N Mallick Trust19,550$7.85M3.45%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co19,507$7.83M0.1%+27113F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP19,325$7.83M0.01%-12,84613F-HRTimeline
TUDOR INVESTMENT CORP ET AL19,399$7.79M0.08%-4,70013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC19,325$7.76M1.86%-4713F-HRTimeline
Elevation Capital Advisory, LLC19,269$7.74M3.32%new13F-HRTimeline
Provenance Wealth Advisors, LLC19,253$7.73M1%-33513F-HRTimeline
CFM WEALTH PARTNERS LLC19,232$7.72M1.3%+30213F-HRTimeline
Breed's Hill Capital LLC19,151$7.69M4.02%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co19,134$7.68M0.24%+68113F-HRTimeline
Mutual Advisors, LLC19,093$7.68M0.22%-20813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding19,138$7.67M+51Timeline
DIXON FNANCIAL SERVICES, INC.19,070$7.66M4.16%013F-HRTimeline
Cornerstone Advisory, LLC18,391$7.66M0.87%-47213F-HRTimeline
Garde Capital, Inc.18,894$7.59M0.5%-3413F-HRTimeline
AE Wealth Management LLC18,890$7.59M0.06%-3,03113F-HRTimeline
AMI ASSET MANAGEMENT CORP18,687$7.5M0.4%+14213F-HRTimeline
Harbour Capital Advisors, LLC18,412$7.5M1.67%-22513F-HRTimeline
Sustainable Growth Advisers, LP18,623$7.48M0.04%+11,64313F-HRTimeline
Tandem Financial, LLC18,616$7.48M7.91%13F-HRTimeline
Willis Johnson & Associates, Inc.18,511$7.43M0.57%-56113F-HRTimeline
CITY HOLDING CO18,454$7.41M1.05%-1,38313F-HRTimeline
POTENTIA WEALTH18,412$7.39M3.29%13F-HRTimeline
Apexium Financial, LP18,343$7.37M0.45%-15813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP18,268$7.34M0.12%-41413F-HR/ATimelineGroup
EPG Wealth Management LLC18,205$7.31M1.93%-6113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC18,074$7.26M1.19%+63413F-HRTimeline
First Western Trust Bank17,919$7.2M0.33%-25513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC17,827$7.16M6.23%+1613F-HRTimeline
Indiana Trust & Investment Management Co17,767$7.13M2.43%-59913F-HRTimeline
Three Bridge Wealth Advisors, LLC17,693$7.11M2.49%+57013F-HRTimeline
Next Capital Management LLC17,645$7.09M2.91%+42113F-HRTimeline
2UniFi Bank17,629$7.08M4.71%13F-HRTimeline
CJM Wealth Advisers, Ltd.17,618$7.07M2.38%+18713F-HRTimeline
CERTUITY, LLC17,547$7.05M0.77%-72213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…17,527$7.04M1.44%-14113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC17,500$7.03M0.01%new13F-HRTimeline
OMNI 360 Wealth, Inc.17,434$7M4.66%-6613F-HR/ATimeline
Counterweight Ventures, LLC17,420$7M4.95%-22313F-HRTimeline
Next Level Private LLC17,403$6.99M2.82%-62813F-HRTimeline
SANDERS MORRIS HARRIS LLC16,933$6.94M1.04%-12,46413F-HRTimeline
New England Private Wealth Advisors LLC17,217$6.91M1.1%+1,20813F-HRTimeline
LOWE BROCKENBROUGH & CO INC17,153$6.89M0.44%-49513F-HRTimeline
Clark Capital Management Group, Inc.17,129$6.88M0.05%-5,69913F-HRTimeline
Partnership Wealth Management, LLC17,129$6.88M5.73%-72113F-HRTimeline
SAXON INTERESTS, INC.17,088$6.86M3.02%-13713F-HRTimeline
Tanglewood Legacy Advisors, LLC16,975$6.82M2.91%-2313F-HRTimeline
Advisory Services Network, LLC16,956$6.81M0.13%+2,06413F-HRTimeline
Opes Wealth Management LLC16,932$6.8M1.39%+20513F-HRTimeline
Financial Advisors, LLC16,914$6.79M1.3%-27613F-HRTimeline
DHJJ Financial Advisors, Ltd.16,783$6.74M2.63%-37213F-HRTimeline
PINNACLE ASSOCIATES LTD16,761$6.73M0.09%-9413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,693$6.7M1.67%+1,40513F-HRTimelineGroup
Smith & Howard Wealth Management, LLC16,593$6.66M1.89%-48713F-HRTimeline
Perigon Wealth Management, LLC16,552$6.65M0.16%-9413F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC16,486$6.62M0.03%+16,48413F-HRTimelineGroup
Colorado Capital Management, Inc.16,417$6.59M3.19%-33113F-HRTimeline
FineMark National Bank & Trust16,297$6.54M0.23%-7913F-HRTimeline
SANDS CAPITAL MANAGEMENT, LLC16,228$6.52M0.02%+11,32813F-HRTimeline
Zuckerman Investment Group, LLC16,087$6.52M0.63%+60513F-HRTimeline
Bay Capital Advisors, LLC16,175$6.5M5.23%13F-HRTimeline
Farther Finance Advisors, LLC16,149$6.49M0.23%+39513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,111$6.47M0.2%+34713F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.16,044$6.44M2.04%-67713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,956$6.41M0.36%+29913F-HRTimelineGroup
Advisory Resource Group15,895$6.38M1.35%-2,60513F-HRTimeline
Cornerstone Planning Group LLC15,505$6.26M1.54%-12813F-HRTimeline
Total Clarity Wealth Management, Inc.15,505$6.23M2.02%-6,14213F-HRTimeline
Composition Wealth, LLC15,422$6.19M0.13%+2,54513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,413$6.19M0.17%+18313F-HRTimelineGroup
IFG Advisory, LLC15,363$6.17M0.35%-1,15613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC15,358$6.17M0.14%+22413F-HRTimeline
Canal Capital Management, LLC15,342$6.16M1%-1813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,330$6.16M<0.01%+11,63013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC15,326$6.15M1.6%+32513F-HRTimeline
Apriem Advisors15,259$6.13M0.7%+12513F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC15,228$6.12M0.18%-40313F-HRTimeline
Ethos Financial Group, LLC14,957$6.01M0.78%-12,88413F-HRTimeline
Mathes Company, Inc.14,950$6M2.19%-1,40013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.14,901$5.98M0.47%-24813F-HRTimeline
NovaPoint Capital, LLC14,896$5.98M1.83%+4,14813F-HRTimeline
Rehmann Capital Advisory Group14,782$5.94M0.38%+34213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC14,780$5.94M0.25%+4,02913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …14,495$5.82M1.26%+9913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC14,481$5.82M0.34%-18013F-HRTimeline
Strategic Family Wealth Counselors, L.L…14,412$5.79M1.88%+48813F-HRTimeline
TPG Financial Advisors, LLC14,339$5.76M2.51%-19413F-HRTimeline
EDGEWOOD MANAGEMENT LLC14,300$5.74M0.02%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC14,271$5.72M0.92%new13F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding14,203$5.7M-495Timeline
LOWERY THOMAS, LLC14,136$5.68M3.7%-3513F-HRTimeline
Ellis Investment Partners, LLC14,089$5.66M1.11%-47713F-HRTimeline
Dynamic Financial Group14,067$5.65M5.74%13F-HRTimeline
IFP Advisors, Inc14,022$5.63M0.18%+7,09413F-HRTimeline
Dynamic Advisor Solutions LLC13,944$5.6M0.24%-3,00913F-HRTimeline
JSF Financial, LLC13,822$5.55M1.48%-35113F-HRTimeline
Serenus Wealth Advisors, LLC13,814$5.55M0.96%13F-HRTimeline
Cornerstone Wealth Advisors, Inc.13,793$5.54M1.52%-56713F-HRTimeline
Prosperity Consulting Group, LLC13,687$5.5M0.41%+76913F-HRTimeline
FLOW TRADERS U.S. LLC13,511$5.43M0.22%-4,63713F-HRTimeline
Foundation Wealth Management, LLC\PA13,445$5.4M2.62%13F-HRTimeline
MidAtlantic Capital Management, Inc.13,377$5.37M3.93%+2813F-HRTimeline
CPC Advisors, LLC13,280$5.33M0.73%-713F-HRTimeline
Alta Wealth Advisors LLC13,277$5.33M2.33%-17013F-HRTimeline
AdvisorNet Financial, Inc13,259$5.32M0.45%+1,10313F-HRTimeline
Caprock Group, LLC13,242$5.32M0.17%+2613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,234$5.31M0.5%+18913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC13,169$5.29M0.97%new13F-HRTimelineGroup
Talisman Wealth Advisors LLC13,153$5.28M5.6%+72113F-HRTimeline
Valmark Advisers, Inc.13,150$5.28M0.08%+43613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,106$5.26M0.08%-1913F-HRTimelineGroup
Amplius Wealth Advisors, LLC13,059$5.24M0.54%-18813F-HRTimeline
Sigma Planning Corp13,027$5.23M0.16%+3813F-HRTimeline
Intrua Financial, LLC13,018$5.23M0.85%new13F-HRTimeline
Cadence Bank12,866$5.17M0.35%-13113F-HRTimeline
XPONANCE LLC12,798$5.14M0.05%-1,98013F-HRTimeline
Cassaday & Co Wealth Management LLC12,739$5.12M0.14%+10713F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC12,694$5.1M1.86%+1,50113F-HRTimeline
McAdam, LLC12,549$5.04M0.27%-4813F-HRTimeline
Widmann Financial Services, Inc.12,537$5.03M3.9%-23413F-HRTimeline
Eagle Strategies LLC12,479$5.01M0.87%-3313F-HRTimeline
Verdence Capital Advisors LLC12,433$4.99M0.4%-4613F-HRTimeline
Merit Financial Group, LLC12,414$4.99M0.09%+5,12213F-HRTimeline
Legacy Advisors, LLC12,389$4.98M0.48%+40013F-HRTimeline
Bollard Group LLC12,305$4.94M0.14%+1313F-HRTimeline
PRIVATE TRUST CO NA12,264$4.93M0.51%+1,61413F-HRTimeline
Pachira Investments Inc.12,151$4.92M3.01%+2,11113F-HRTimeline
Legacy Trust12,249$4.92M1.14%-62213F-HRTimeline
Avior Wealth Management, LLC12,239$4.92M0.18%+50713F-HRTimeline
Affinity Capital Advisors, LLC12,112$4.89M0.92%-27613F-HRTimeline
MTM Investment Management, LLC12,165$4.89M1.88%+6513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…12,162$4.88M1.68%+2713F-HRTimeline
Crestwood Advisors Group, LLC12,139$4.87M0.09%+88213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,966$4.85M0.45%-33013F-HRTimeline
Laird Norton Wetherby Wealth Management…12,073$4.85M0.23%+1213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/12,051$4.84M2.28%-2,01413F-HRTimelineGroup
Marcum Wealth, LLC12,035$4.83M0.42%+46013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding12,026$4.83M+2,629Timeline
W ADVISORS, LLC12,010$4.82M2.98%013F-HRTimeline
FIDELITY D & D BANCORP INC11,984$4.81M3.2%+2,04113F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,953$4.8M0.37%-93213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD11,904$4.78M4.36%13F-HRTimeline
Simplicity Wealth,LLC11,904$4.78M1%-9,17113F-HRTimeline
Disciplined Investments, LLC11,877$4.77M2.35%-22413F-HRTimeline
PAX Financial Group, LLC11,875$4.77M0.85%-74713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,865$4.76M0.3%+2,04713F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp11,858$4.76M0.14%+8513F-HRTimelineGroup
Joel Isaacson & Co., LLC11,840$4.75M0.21%+42013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV11,837$4.75M1.45%+613F-HRTimeline
Eldridge Investment Advisors, Inc.11,818$4.75M1.1%+2013F-HRTimeline
Icon Wealth Advisors, LLC11,801$4.74M0.39%-7613F-HRTimeline
Redhawk Wealth Advisors, Inc.11,800$4.74M0.64%-19213F-HRTimeline