Skip to content
Disclosery

IWF ISHARES TR

Follow

STOK (fund)

2,280 managers (2,303 13F filers) reported a position in IWF shares at 2025-06-30, 197,179,133 shares in all. 165 filers opened a position and 79 filers sold out during the quarter.

Managers
2,280
13F filers
2,303
New
165
Added
697
Reduced
836
Sold out
79
Shares held by filers
197,179,133

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Patten Group, Inc.22,744$9.66M2.04%-48113F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P22,626$9.61M0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO22,595$9.59M0.21%-1,33213F-HRTimeline
Farther Finance Advisors, LLC22,481$9.55M0.19%+3,46113F-HRTimeline
Bryn Mawr Trust Advisors, LLC22,478$9.54M0.52%+42613F-HRTimeline
Snowden Capital Advisors LLC22,420$9.52M0.28%-52413F-HRTimeline
Willis Johnson & Associates, Inc.22,419$9.52M0.65%+92313F-HRTimeline
Mill Creek Capital Advisors, LLC22,411$9.52M0.21%-1413F-HRTimeline
Community Bank, N.A.22,408$9.51M1.25%-8413F-HRTimeline
Sound View Wealth Advisors Group, LLC22,351$9.49M0.7%+19513F-HRTimeline
Arete Wealth Advisors, LLC22,284$9.46M0.67%-6,65013F-HRTimeline
Western Wealth Management, LLC22,261$9.45M0.56%+34113F-HRTimeline
Sequoia Financial Advisors, LLC22,228$9.44M0.06%-1,27413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding22,213$9.43M+49Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA22,112$9.39M0.43%+313F-HRTimeline
Cresta Advisors, Ltd.22,089$9.38M4.57%-45213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,032$9.35M0.12%+1,50713F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding21,939$9.31M+4,634Timeline
UMB Bank, n.a.21,912$9.3M0.14%-7,72513F-HR/ATimeline
Bleakley Financial Group, LLC21,908$9.3M0.24%+1,20613F-HRTimeline
NTV Asset Management LLC21,904$9.3M1.11%-18113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC21,745$9.23M0.19%-6313F-HRTimelineGroup
SOA Wealth Advisors, LLC.21,392$9.08M1.71%-13313F-HRTimeline
REBALANCE, LLC21,318$9.05M0.61%+59313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding21,220$9.05M+650Timeline
Aaron Wealth Advisors LLC21,188$9M0.92%013F-HRTimeline
Watts Gwilliam & Co., LLC19,375$8.99M1.48%-1,54313F-HRTimeline
JENNISON ASSOCIATES LLC21,025$8.93M0.01%-76,22113F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,799$8.83M0.67%-22013F-HRTimeline
PITCAIRN COin group PITCAIRN CO20,764$8.82M0.58%-1,22313F-HR/ATimelineGroup
STOCK YARDS BANK & TRUST CO20,601$8.75M0.29%-31813F-HRTimeline
Frederick Financial Consultants, LLC20,549$8.72M5.42%-7013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC20,537$8.72M0.96%+5013F-HRTimeline
St. Louis Trust Co20,451$8.68M1.16%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.20,053$8.66M7.14%+18913F-HRTimeline
American Trust20,248$8.6M0.81%+1,60813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,119$8.54M0.21%-613F-HRTimeline
SAX WEALTH ADVISORS, LLC20,010$8.5M0.51%+7,14713F-HRTimeline
CFM WEALTH PARTNERS LLC20,008$8.49M1.35%+1,07613F-HRTimeline
Kingsview Wealth Management, LLC19,991$8.49M0.14%-41513F-HRTimeline
Ruggaard & Associates LLC19,943$8.47M3.4%-70213F-HRTimeline
Jackson Wealth Management, LLC19,941$8.47M0.92%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/19,896$8.45M0.15%+1,54413F-HRTimeline
Mutual Advisors, LLC19,192$8.44M0.21%-613F-HRTimeline
LANDAAS & CO /WI /ADV19,824$8.42M2.01%+8913F-HRTimeline
Sepio Capital, LP19,821$8.42M0.6%+12813F-HRTimeline
Pure Financial Advisors, LLC19,738$8.38M0.15%+9,84813F-HRTimeline
Bawa N Mallick Trust19,550$8.3M3.43%013F-HRTimeline
Quent Capital, LLC19,430$8.25M0.8%-1,01013F-HRTimeline
Bay Capital Advisors, LLC19,292$8.19M6.24%+2,82513F-HRTimeline
Opes Wealth Management LLC19,266$8.18M1.45%+2,45013F-HRTimeline
Linscomb Wealth, Inc.19,242$8.17M0.38%-1,37413F-HRTimeline
Zuckerman Investment Group, LLC19,134$8.12M0.79%+3,25513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,114$8.12M1.32%-65213F-HRTimeline
Northstar Group, Inc.19,054$8.09M1.25%-57213F-HRTimeline
Perigon Wealth Management, LLC19,037$8.08M0.19%+2,57413F-HRTimeline
Apexium Financial, LP19,014$8.07M0.43%+26613F-HRTimeline
McAdam, LLC19,000$8.07M0.44%+8,51813F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,979$8.06M0.5%-73713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc18,994$8.05M<0.01%-1,27613F-HRTimelineGroup
Cyndeo Wealth Partners, LLC18,871$8.01M0.48%+1,45013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/18,840$8M<0.01%-767,81913F-HRTimeline
Rehmann Capital Advisory Group18,782$7.97M0.48%+87413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…18,733$7.95M0.31%+17,56013F-HRTimeline
Breed's Hill Capital LLC18,724$7.95M3.83%-29013F-HRTimeline
OARSMAN CAPITAL, INC.18,649$7.92M1.24%-1,01813F-HRTimeline
New England Private Wealth Advisors LLC17,987$7.92M1.16%+91313F-HRTimeline
CENTRAL TRUST Co18,640$7.91M0.18%-10913F-HRTimeline
Provenance Wealth Advisors, LLC18,598$7.9M1.13%-2,55913F-HRTimeline
Alesco Advisors, LLC, An ESL Co18,428$7.82M0.23%013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC18,290$7.77M0.06%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC18,273$7.76M0.01%+15,63413F-HRTimelineGroup
Counterweight Ventures, LLC18,262$7.75M5.06%+65613F-HRTimeline
Cornerstone Advisory, LLC18,173$7.72M0.83%-33813F-HRTimeline
Next Capital Management LLC18,167$7.71M2.85%-18513F-HRTimeline
POTENTIA WEALTH18,124$7.7M4.39%-1,00613F-HRTimeline
Monument Capital Management18,069$7.67M2%+13713F-HRTimeline
Partnership Wealth Management, LLC18,058$7.67M6.21%+92213F-HRTimeline
TPG Financial Advisors, LLC18,030$7.66M3.06%-4,28813F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,927$7.61M1.76%+27713F-HRTimeline
Garde Capital, Inc.17,924$7.61M0.41%-8013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC17,836$7.57M0.13%-1,62113F-HRTimelineGroup
CERTUITY, LLC17,808$7.56M0.71%-90113F-HRTimeline
TFO Wealth Partners, LLC17,767$7.54M1.33%+413F-HRTimeline
Indiana Trust & Investment Management Co17,678$7.51M2.48%-4913F-HRTimeline
Altus Wealth Group LLC17,666$7.5M3.32%-3213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC17,500$7.43M1.37%+13,94613F-HRTimeline
Smith & Howard Wealth Management, LLC17,497$7.43M1.88%-89113F-HRTimeline
CITY HOLDING CO17,414$7.39M0.97%-54913F-HRTimeline
Three Bridge Wealth Advisors, LLC17,386$7.38M1.95%-31013F-HRTimeline
Next Level Private LLC17,372$7.38M2.4%-613F-HRTimeline
OMNI 360 Wealth, Inc.17,356$7.37M4.58%-813F-HR/ATimeline
DIMENSION CAPITAL MANAGEMENT LLC17,335$7.36M1.15%-73913F-HRTimeline
Sustainable Growth Advisers, LP17,256$7.33M0.04%-1,30613F-HRTimeline
Merit Financial Group, LLC17,245$7.32M0.08%+60213F-HRTimeline
WADDELL & ASSOCIATES, LLC17,233$7.32M0.78%new13F-HRTimeline
CJM Wealth Advisers, Ltd.17,060$7.24M2.41%-63813F-HRTimeline
Harbour Capital Advisors, LLC17,102$7.24M1.53%-1,00013F-HRTimeline
Financial Advisors, LLC16,914$7.18M1.34%013F-HRTimeline
Tanglewood Legacy Advisors, LLC16,896$7.17M2.94%+12813F-HRTimeline
Cornerstone Planning Group LLC16,311$7.13M1.45%+76813F-HRTimeline
Gladstone Institutional Advisory LLC16,667$7.08M0.29%-74313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…16,627$7.06M1.21%-29013F-HR/ATimelineGroup
CENTRAL VALLEY ADVISORS, LLC16,484$7M2.38%-7,14113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding16,413$6.97M+525Timeline
IFG Advisory, LLC16,409$6.97M0.35%+92813F-HRTimeline
EPG Wealth Management LLC16,381$6.96M2.09%-1,40013F-HRTimeline
DHJJ Financial Advisors, Ltd.16,342$6.94M2.51%-20113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.16,286$6.91M3.49%013F-HRTimeline
PINNACLE ASSOCIATES LTD16,207$6.88M0.1%-1,05613F-HRTimeline
FIDELITY D & D BANCORP INC16,106$6.84M4.19%+2,76213F-HRTimeline
First Western Trust Bank16,068$6.82M0.31%-1,17013F-HRTimeline
FineMark National Bank & Trust15,977$6.78M0.23%-14113F-HRTimeline
AlphaCore Capital LLC15,748$6.69M0.25%+1,49613F-HRTimeline
LOWE BROCKENBROUGH & CO INC15,738$6.68M0.38%+18713F-HRTimeline
SOL Capital Management CO15,737$6.68M0.65%+6,09013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC15,590$6.62M0.14%+85413F-HRTimeline
Apriem Advisors15,554$6.6M0.7%+6413F-HRTimeline
Embree Financial Group15,550$6.6M0.99%+1213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,481$6.57M1.27%+98613F-HRTimeline
Sigma Planning Corp15,467$6.57M0.2%-80913F-HRTimeline
Gotham Asset Management, LLC15,464$6.57M0.04%+12,82813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO15,382$6.53M1.64%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,289$6.49M0.24%+4,87613F-HRTimelineGroup
NovaPoint Capital, LLC15,287$6.49M1.99%+22313F-HRTimeline
AE Wealth Management LLC15,264$6.48M0.05%+4,25313F-HRTimeline
Canal Capital Management, LLC15,135$6.43M1.01%+713F-HRTimeline
Mathes Company, Inc.14,950$6.35M2.35%013F-HRTimeline
Colorado Capital Management, Inc.14,919$6.33M2.71%-62613F-HRTimeline
Sovran Advisors, LLC14,773$6.28M0.66%+9,36813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC14,715$6.25M1.73%-58613F-HRTimelineGroup
Talisman Wealth Advisors LLC14,673$6.23M5.69%+1213F-HRTimeline
LEIGH BALDWIN & CO., LLC14,673$6.23M4.1%+3,59913F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.14,561$6.18M0.46%-26313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,359$6.1M0.27%+2,78813F-HRTimeline
SANDERS MORRIS HARRIS LLC14,358$6.1M1.46%-2,12513F-HRTimeline
Strategic Family Wealth Counselors, L.L…14,339$6.09M1.73%-21613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp14,298$6.07M0.17%+2,74913F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC14,295$6.07M0.32%-3013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,477$6.07M+5,050Timeline
LOWERY THOMAS, LLC14,265$6.06M3.88%+1413F-HRTimeline
Opus Capital Group, LLC14,221$6.04M0.72%+11,26413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,088$5.98M0.09%-1,25713F-HRTimelineGroup
Prosperity Consulting Group, LLC13,978$5.93M0.43%+37313F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,911$5.91M1.45%-6613F-HRTimeline
Dynamic Financial Group13,823$5.87M5.66%-40013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,443$5.71M0.15%+74413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC13,431$5.7M0.56%-16,49613F-HRTimeline
Widmann Financial Services, Inc.13,398$5.69M3.97%+52513F-HRTimeline
MidAtlantic Capital Management, Inc.13,344$5.67M4.02%-6413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC13,266$5.63M0.24%+1,65313F-HRTimelineGroup
IFP Advisors, Inc13,265$5.63M0.16%+1,22613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,240$5.62M0.5%+813F-HRTimeline
Foundation Wealth Management, LLC\PA13,237$5.62M2.43%-2013F-HRTimeline
Amplius Wealth Advisors, LLC13,202$5.61M0.52%+21013F-HRTimeline
Serenus Wealth Advisors, LLC13,179$5.6M0.95%-64513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC13,100$5.56M4.52%-4,70313F-HRTimeline
Ellis Investment Partners, LLC13,053$5.54M1.08%-76813F-HRTimeline
Valmark Advisers, Inc.12,963$5.5M0.08%-29513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,928$5.49M0.35%+81513F-HRTimelineGroup
JSF Financial, LLC12,902$5.48M1.3%-34813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,862$5.46M0.15%new13F-HRTimelineGroup
CPC Advisors, LLC12,781$5.43M0.68%-4513F-HRTimeline
Heck Capital Advisors, LLC12,769$5.42M0.47%-2,65613F-HRTimeline
Icon Wealth Advisors, LLC12,743$5.41M0.39%-7713F-HRTimeline
Alta Wealth Advisors LLC12,735$5.41M2.55%+2513F-HRTimeline
Dynamic Advisor Solutions LLC12,712$5.4M0.17%-1,13813F-HRTimeline
Estate Counselors, LLC12,701$5.39M0.53%+10,14013F-HRTimeline
Sage Mountain Advisors LLC12,651$5.37M0.35%+1,16313F-HRTimeline
Eagle Strategies LLC12,591$5.35M0.81%-5113F-HRTimeline
Total Clarity Wealth Management, Inc.12,547$5.33M1.53%-2,95813F-HRTimeline
Joel Isaacson & Co., LLC12,538$5.32M0.22%+90613F-HRTimeline
LANARK FINANCIAL, INC.12,453$5.29M0.43%-16713F-HRTimeline
MTM Investment Management, LLC12,448$5.29M1.78%+12913F-HRTimeline
Topel & Distasi Wealth Management, LLC12,444$5.28M2.77%-9,46613F-HRTimeline
Cassaday & Co Wealth Management LLC12,403$5.27M0.13%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.12,379$5.26M1.36%-30313F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,370$5.25M1.57%-3,08913F-HRTimeline
Cadence Bank12,349$5.24M0.35%-3613F-HRTimeline
Bollard Group LLC12,330$5.24M0.12%+1213F-HRTimeline
Main Street Financial Solutions, LLC12,307$5.23M0.38%+47213F-HRTimeline
Vestmark Advisory Solutions, Inc.12,218$5.19M0.07%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,207$5.18M0.68%+2,34413F-HRTimeline
Intrua Financial, LLC12,174$5.17M0.74%-9613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD12,163$5.16M3.76%-17913F-HRTimeline
Avior Wealth Management, LLC12,130$5.15M0.18%+15713F-HRTimeline
Affinity Capital Advisors, LLC12,083$5.13M0.88%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,050$5.12M0.43%+6,75813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson12,044$5.11M<0.01%+14913F-HRTimelineGroup
True North Advisors, LLC12,019$5.1M0.98%-2,20013F-HRTimeline
W ADVISORS, LLC12,010$5.1M2.92%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…11,898$5.05M1.62%-15913F-HRTimeline
Eldridge Investment Advisors, Inc.11,880$5.04M1.05%+6813F-HRTimeline
Atria Wealth Solutions, Inc.11,858$5.04M0.11%-63,58813F-HRTimeline
Summa Corp.11,837$5.03M2.61%+11,03913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,795$5.01M0.35%-3013F-HRTimeline
Verdence Capital Advisors LLC11,760$4.99M0.34%-24713F-HRTimeline
Disciplined Investments, LLC11,755$4.99M2.11%+913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV11,737$4.98M1.49%+513F-HRTimeline
Crestwood Advisors Group, LLC11,721$4.98M0.09%-28713F-HRTimeline