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Disclosery

IWF ISHARES TR

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STOK (fund)

2,202 managers (2,222 13F filers) reported a position in IWF shares at 2025-03-31, 202,646,058 shares in all. 89 filers opened a position and 153 filers sold out during the quarter.

Managers
2,202
13F filers
2,222
New
89
Added
628
Reduced
929
Sold out
153
Shares held by filers
202,646,058

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cresta Advisors, Ltd.22,541$8.14M4.22%-62413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.22,492$8.12M0.21%+113F-HRTimelineGroup
Community Bank, N.A.22,492$8.12M1.09%-1113F-HRTimeline
Mill Creek Capital Advisors, LLC22,425$8.1M0.2%-3,82313F-HRTimeline
Objectivity Squared, LLC23,046$8.07M6.76%+1,06313F-HRTimeline
TPG Financial Advisors, LLC22,318$8.06M3.56%+7,97913F-HRTimeline
American State Bank (Iowa)22,304$8.05M4.86%+27713F-HRTimeline
Client First Capital LLC22,292$8.05M4.12%+14,93413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding22,164$8M-2,391Timeline
Sound View Wealth Advisors Group, LLC22,156$8M0.66%-5713F-HRTimeline
NTV Asset Management LLC22,085$7.97M1.06%-8013F-HRTimeline
Bryn Mawr Trust Advisors, LLC22,052$7.96M0.48%-4,52213F-HRTimeline
Cypress Capital, LLC21,988$7.94M2.29%-5013F-HRTimeline
PITCAIRN COin group PITCAIRN CO21,987$7.94M0.48%013F-HRTimelineGroup
Western Wealth Management, LLC21,920$7.92M0.52%-11,12413F-HRTimeline
Topel & Distasi Wealth Management, LLC21,910$7.91M3.69%-2,62213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC21,808$7.87M0.18%-1,32513F-HRTimelineGroup
Simplicity Wealth,LLC21,788$7.87M0.61%+9,88413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP21,577$7.79M0.12%+63313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC21,537$7.78M0.01%-26,51613F-HRTimelineGroup
SOA Wealth Advisors, LLC.21,525$7.77M1.62%-30813F-HRTimeline
Willis Johnson & Associates, Inc.21,496$7.76M0.59%+2,98513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,318$7.7M0.01%-24,55513F-HR/ATimelineGroup
Aaron Wealth Advisors LLC21,188$7.65M0.88%-1,79913F-HRTimeline
Provenance Wealth Advisors, LLC21,157$7.64M1.1%+1,90413F-HRTimeline
2UniFi Bank19,257$7.6M4.91%+1,62813F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,019$7.59M0.63%-13813F-HRTimeline
STOCK YARDS BANK & TRUST CO20,919$7.55M0.27%+47313F-HRTimeline
Watts Gwilliam & Co., LLC20,918$7.55M1.64%-65613F-HRTimeline
J.W. COLE ADVISORS, INC.20,900$7.55M0.23%-17813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY20,850$7.53M0.83%+74313F-HRTimeline
REBALANCE, LLC20,725$7.48M0.55%+2213F-HRTimeline
Bleakley Financial Group, LLC20,702$7.48M0.24%-35313F-HRTimeline
AMI ASSET MANAGEMENT CORP20,649$7.46M0.44%+1,96213F-HRTimeline
Ruggaard & Associates LLC20,645$7.45M3.27%-16713F-HRTimeline
Frederick Financial Consultants, LLC20,619$7.45M5.37%-15013F-HRTimeline
Linscomb Wealth, Inc.20,616$7.44M0.37%-1,24113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co20,525$7.41M0.1%+1,01813F-HRTimelineGroup
Waterway Wealth Management, LLC20,505$7.4M3.09%+9,15813F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC20,487$7.4M0.92%-6,87013F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC20,453$7.39M3.24%+7,75913F-HRTimeline
St. Louis Trust Co20,451$7.38M1.07%-21913F-HRTimeline
Quent Capital, LLC20,440$7.38M0.77%-54913F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.19,864$7.37M6.56%+43613F-HRTimeline
Kingsview Wealth Management, LLC20,406$7.37M0.14%+27813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding20,570$7.34M+1,432Timeline
Legal & General Group Plcin group Legal & General Group Plc20,270$7.31M<0.01%-2,35013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC20,125$7.27M0.2%-3,56913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,766$7.14M1.21%-18413F-HRTimeline
LANDAAS & CO /WI /ADV19,735$7.13M1.97%-55713F-HRTimeline
ROTHSCHILD INVESTMENT LLC19,716$7.12M0.48%-28813F-HRTimeline
Sepio Capital, LP19,693$7.11M0.56%+9,36813F-HRTimeline
OARSMAN CAPITAL, INC.19,667$7.1M1.28%-2,87713F-HRTimeline
Northstar Group, Inc.19,626$7.09M1.15%-31313F-HRTimeline
Bawa N Mallick Trust19,550$7.06M3.34%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC19,457$7.03M0.12%-35513F-HRTimelineGroup
Mutual Advisors, LLC19,198$7M0.2%+10513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP19,325$6.97M0.01%013F-HRTimeline
Farther Finance Advisors, LLC19,020$6.92M0.18%+2,87113F-HRTimeline
POTENTIA WEALTH19,130$6.91M3.24%+71813F-HRTimeline
Cornerstone Advisory, LLC18,511$6.87M0.8%+12013F-HRTimeline
Breed's Hill Capital LLC19,014$6.87M3.7%-13713F-HRTimeline
Tandem Financial, LLC18,970$6.85M7.46%+35413F-HRTimeline
CFM WEALTH PARTNERS LLC18,932$6.84M1.21%-30013F-HRTimeline
CENTRAL TRUST Co18,749$6.77M0.17%-86613F-HRTimeline
Apexium Financial, LP18,748$6.77M0.4%+40513F-HRTimeline
CERTUITY, LLC18,709$6.76M0.71%+1,16213F-HRTimeline
American Trust18,640$6.73M1.66%-5,13813F-HRTimeline
Sustainable Growth Advisers, LP18,562$6.7M0.04%-6113F-HRTimeline
Alesco Advisors, LLC, An ESL Co18,428$6.65M0.21%-70613F-HRTimeline
Smith & Howard Wealth Management, LLC18,388$6.64M1.81%+1,79513F-HRTimeline
Next Capital Management LLC18,352$6.63M3.18%+70713F-HRTimeline
OLD NATIONAL BANCORP /IN/18,352$6.63M0.17%-70,29313F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC18,074$6.53M1.16%013F-HRTimeline
Garde Capital, Inc.18,004$6.5M0.37%-89013F-HRTimeline
CITY HOLDING CO17,963$6.49M0.91%-49113F-HRTimeline
Monument Capital Management17,932$6.48M1.99%+17,01513F-HRTimeline
Rehmann Capital Advisory Group17,908$6.47M0.41%+3,12613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC17,803$6.43M5.44%-2413F-HRTimeline
EPG Wealth Management LLC17,781$6.42M1.79%-42413F-HRTimeline
TFO Wealth Partners, LLC17,763$6.41M1.27%new13F-HRTimeline
Indiana Trust & Investment Management Co17,727$6.4M2.32%-4013F-HRTimeline
CJM Wealth Advisers, Ltd.17,698$6.39M2.26%+8013F-HRTimeline
Altus Wealth Group LLC17,698$6.39M2.99%-12,56713F-HRTimeline
Three Bridge Wealth Advisors, LLC17,696$6.39M2.22%+313F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,650$6.37M1.5%-1,67513F-HRTimeline
Counterweight Ventures, LLC17,606$6.36M4.56%+18613F-HRTimeline
Caprock Group, LLC17,598$6.35M0.19%+4,35613F-HRTimeline
STEVENS CAPITAL PARTNERS17,434$6.3M2.96%+5,68513F-HRTimeline
Cyndeo Wealth Partners, LLC17,421$6.29M0.41%+12,13313F-HRTimeline
Gladstone Institutional Advisory LLC17,410$6.29M0.29%-4,61513F-HRTimeline
Next Level Private LLC17,378$6.27M2.34%-2513F-HRTimeline
Harbour Capital Advisors, LLC18,102$6.27M1.55%-31013F-HRTimeline
OMNI 360 Wealth, Inc.17,364$6.27M4.2%-7013F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding17,305$6.25M+1,892Timeline
PINNACLE ASSOCIATES LTD17,263$6.23M0.09%+50213F-HRTimeline
Total Clarity Wealth Management, Inc.15,505$6.23M2.03%013F-HRTimeline
First Western Trust Bank17,238$6.22M0.3%-68113F-HRTimeline
Partnership Wealth Management, LLC17,136$6.19M5.25%+713F-HRTimeline
New England Private Wealth Advisors LLC17,074$6.17M0.95%-14313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…16,917$6.11M1.18%-61013F-HR/ATimelineGroup
Financial Advisors, LLC16,914$6.11M1.21%013F-HRTimeline
Opes Wealth Management LLC16,816$6.07M1.23%-11613F-HRTimeline
Tanglewood Legacy Advisors, LLC16,768$6.05M2.65%-20713F-HRTimeline
Merit Financial Group, LLC16,643$6.01M0.09%+4,22913F-HRTimeline
DHJJ Financial Advisors, Ltd.16,543$5.97M2.41%-24013F-HRTimeline
SANDERS MORRIS HARRIS LLC16,483$5.95M0.92%-45013F-HRTimeline
Bay Capital Advisors, LLC16,467$5.95M4.95%+29213F-HRTimeline
Perigon Wealth Management, LLC16,463$5.94M0.15%-8913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.16,286$5.88M3.18%-2,78413F-HRTimeline
Sigma Planning Corp16,276$5.88M0.19%+3,24913F-HRTimeline
Cordatus Wealth Management LLC16,195$5.85M1.6%-23,51513F-HRTimeline
FineMark National Bank & Trust16,118$5.82M0.21%-17913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding15,888$5.74M+1,685Timeline
Zuckerman Investment Group, LLC15,879$5.73M0.61%-20813F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…15,584$5.63M<0.01%+9,39113F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC15,551$5.62M0.37%-1,60213F-HRTimeline
Colorado Capital Management, Inc.15,545$5.61M2.61%-87213F-HRTimeline
Embree Financial Group15,538$5.61M0.94%+3,98213F-HRTimeline
Apriem Advisors15,490$5.59M0.66%+23113F-HRTimeline
IFG Advisory, LLC15,481$5.59M0.31%+11813F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,459$5.58M1.88%-58513F-HRTimeline
Heck Capital Advisors, LLC15,425$5.57M0.63%-5,89113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP15,345$5.54M0.09%-2,92313F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,301$5.53M1.41%-1,39213F-HRTimelineGroup
Canal Capital Management, LLC15,128$5.46M0.91%-21413F-HRTimeline
NovaPoint Capital, LLC15,064$5.44M1.68%+16813F-HRTimeline
Cornerstone Planning Group LLC15,543$5.43M1.3%+3813F-HRTimeline
Mathes Company, Inc.14,950$5.4M2.2%013F-HRTimeline
AdvisorNet Financial, Inc14,915$5.39M0.4%+1,65613F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.14,824$5.35M0.43%-7713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC14,736$5.32M0.13%-62213F-HRTimeline
TUDOR INVESTMENT CORP ET AL14,665$5.3M0.05%-4,73413F-HRTimeline
Talisman Wealth Advisors LLC14,661$5.29M5.44%+1,50813F-HRTimeline
Strategic Family Wealth Counselors, L.L…14,555$5.26M1.71%+14313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …14,495$5.23M1.07%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC14,325$5.17M0.3%-15613F-HRTimeline
AlphaCore Capital LLC14,252$5.15M0.44%new13F-HRTimeline
LOWERY THOMAS, LLC14,251$5.15M3.52%+11513F-HRTimeline
Dynamic Financial Group14,223$5.14M5.14%+15613F-HRTimeline
True North Advisors, LLC14,219$5.13M0.91%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,993$5.05M0.28%-1,96313F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC13,977$5.05M1.36%-1,34913F-HRTimeline
Dynamic Advisor Solutions LLC13,850$5M0.16%-9413F-HRTimeline
Serenus Wealth Advisors, LLC13,824$4.99M0.83%+1013F-HRTimeline
Ellis Investment Partners, LLC13,821$4.99M1.03%-26813F-HRTimeline
Virtue Capital Management, LLC13,690$4.94M0.58%new13F-HRTimeline
Qube Research & Technologies Ltd13,627$4.92M0.01%+11,35813F-HRTimeline
Prosperity Consulting Group, LLC13,605$4.91M0.38%-8213F-HRTimeline
MidAtlantic Capital Management, Inc.13,408$4.84M3.8%+3113F-HRTimeline
FIDELITY D & D BANCORP INC13,344$4.82M3.17%+1,36013F-HRTimeline
Valmark Advisers, Inc.13,258$4.79M0.07%+10813F-HRTimeline
Foundation Wealth Management, LLC\PA13,257$4.79M2.28%-18813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,254$4.79M0.01%new13F-HRTimelineGroup
JSF Financial, LLC13,250$4.78M1.26%-57213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,232$4.78M0.46%-213F-HRTimeline
Amplius Wealth Advisors, LLC12,992$4.69M0.49%-6713F-HRTimeline
Legacy Advisors, LLC12,989$4.69M0.49%+60013F-HRTimeline
XPONANCE LLC12,962$4.68M0.05%+16413F-HRTimeline
Widmann Financial Services, Inc.12,873$4.65M3.61%+33613F-HRTimeline
SAX WEALTH ADVISORS, LLC12,863$4.64M0.33%+1,40913F-HRTimeline
CPC Advisors, LLC12,826$4.63M0.64%-45413F-HRTimeline
Icon Wealth Advisors, LLC12,820$4.63M0.38%+1,01913F-HRTimeline
Alta Wealth Advisors LLC12,710$4.59M2.11%-56713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,699$4.59M0.14%-3,41213F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.12,682$4.58M1.27%-1,11113F-HRTimeline
Eagle Strategies LLC12,642$4.56M0.79%+16313F-HRTimeline
SAXON INTERESTS, INC.12,635$4.56M2.13%-4,45313F-HRTimeline
LANARK FINANCIAL, INC.12,620$4.56M0.39%+12,60813F-HRTimeline
GREAT LAKES ADVISORS, LLC12,612$4.55M0.04%+2,11213F-HRTimeline
MTM Investment Management, LLC12,319$4.48M1.73%+15413F-HRTimeline
Cassaday & Co Wealth Management LLC12,403$4.48M0.13%-33613F-HRTimeline
Cadence Bank12,385$4.47M0.32%-48113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD12,382$4.47M0.01%+4,68413F-HR/ATimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD12,342$4.46M4.01%+43813F-HRTimeline
Bollard Group LLC12,318$4.45M0.12%+1313F-HRTimeline
Intrua Financial, LLC12,270$4.43M0.69%-74813F-HRTimeline
Legacy Trust12,242$4.42M1.07%-713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,113$4.37M0.28%+24813F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…12,057$4.35M1.55%-10513F-HRTimeline
IFP Advisors, Inc12,039$4.35M0.13%-1,98313F-HRTimeline
W ADVISORS, LLC12,010$4.34M2.71%013F-HRTimeline
Crestwood Advisors Group, LLC12,008$4.34M0.08%-13113F-HRTimeline
Verdence Capital Advisors LLC12,007$4.34M0.33%-42613F-HRTimeline
Avior Wealth Management, LLC11,973$4.32M0.16%-26613F-HRTimeline
PRIVATE TRUST CO NA11,962$4.32M0.44%-30213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson11,895$4.29M<0.01%-3,43513F-HRTimelineGroup
Main Street Financial Solutions, LLC11,835$4.27M0.37%+1,26313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,825$4.27M0.34%-12813F-HRTimeline
Eldridge Investment Advisors, Inc.11,812$4.27M0.98%-613F-HRTimeline
Disciplined Investments, LLC11,746$4.24M1.95%-13113F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV11,732$4.24M1.33%-10513F-HRTimeline
Affinity Capital Advisors, LLC12,083$4.23M0.84%-2913F-HRTimeline
Marcum Wealth, LLC11,702$4.23M0.37%-33313F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,701$4.23M1.06%013F-HRTimeline
Stonegate Investment Group, LLC11,693$4.22M0.11%+13913F-HRTimeline
EQUITABLE TRUST CO11,689$4.22M0.23%+2,19413F-HRTimeline
Integrated Advisors Network LLC11,686$4.22M0.21%+78813F-HRTimeline
Joel Isaacson & Co., LLC11,632$4.2M0.19%-20813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding11,613$4.19M-413Timeline