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Disclosery

IWF ISHARES TR

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STOK (fund)

2,335 managers (2,358 13F filers) reported a position in IWF shares at 2025-09-30, 194,425,570 shares in all. 125 filers opened a position and 62 filers sold out during the quarter.

Managers
2,335
13F filers
2,358
New
125
Added
667
Reduced
883
Sold out
62
Shares held by filers
194,425,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Chicago Wealth Management, Inc.22,900$10.7M4.67%+3313F-HRTimeline
Mill Creek Capital Advisors, LLC22,878$10.7M0.22%+46713F-HRTimeline
Smartleaf Asset Management LLC22,756$10.6M0.66%+18,44313F-HRTimeline
Snowden Capital Advisors LLC22,577$10.6M0.29%+15713F-HRTimeline
Western Wealth Management, LLC22,470$10.5M0.56%+20913F-HRTimeline
Sound View Wealth Advisors Group, LLC22,469$10.5M0.72%+11813F-HRTimeline
Holistic Financial Partners22,438$10.5M4.3%-50513F-HRTimeline
Arete Wealth Advisors, LLC22,419$10.5M0.66%+13513F-HRTimeline
Patten Group, Inc.22,395$10.5M2.04%-34913F-HRTimeline
NTV Asset Management LLC22,384$10.5M1.14%+48013F-HRTimeline
Paladin Advisory Group, LLC22,352$10.5M8.16%-1,23713F-HRTimeline
SAXON INTERESTS, INC.23,432$10.4M4.08%+10,79713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co22,287$10.4M0.12%+25513F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,230$10.4M+291Timeline
Apollon Wealth Management, LLCgroup of 2 filers holding22,182$10.4M-31Timeline
Presper Financial Architects, LLC22,088$10.3M6%-1,80713F-HRTimeline
DIVERSIFIED TRUST CO21,930$10.3M0.21%-66513F-HRTimeline
Sequoia Financial Advisors, LLC21,870$10.2M0.06%-35813F-HRTimeline
Cresta Advisors, Ltd.21,850$10.2M4.57%-23913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC21,768$10.2M0.2%+2313F-HRTimelineGroup
Willis Johnson & Associates, Inc.21,737$10.2M0.63%-68213F-HRTimeline
Jackson Wealth Management, LLC21,689$10.2M1.02%+1,74813F-HRTimeline
Bleakley Financial Group, LLC21,537$10.1M0.23%-37113F-HRTimeline
Community Bank, N.A.21,444$10M1.21%-96413F-HRTimeline
Simplicity Wealth,LLC21,358$10M0.58%-8,42713F-HRTimeline
REBALANCE, LLC21,337$9.99M0.6%+1913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding21,186$9.94M-34Timeline
SOA Wealth Advisors, LLC.21,185$9.92M1.7%-20713F-HRTimeline
STOCK YARDS BANK & TRUST CO21,073$9.87M0.31%+47213F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC20,787$9.74M1.02%+25013F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,729$9.71M0.66%-7013F-HRTimeline
Quantum Portfolio Management LLC20,681$9.69M2.88%+9,80113F-HRTimeline
Frederick Financial Consultants, LLC20,505$9.6M5.39%-4413F-HRTimeline
Perigon Wealth Management, LLC20,332$9.52M0.19%+1,29513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA20,271$9.5M0.4%-1,84113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…20,064$9.4M0.32%+1,33113F-HRTimeline
Bay Capital Advisors, LLC20,015$9.38M6.1%+72313F-HRTimeline
Ruggaard & Associates LLC19,894$9.32M3.49%-4913F-HRTimeline
LANDAAS & CO /WI /ADV19,826$9.29M2.11%+213F-HRTimeline
SAX WEALTH ADVISORS, LLC19,821$9.28M0.5%-18913F-HRTimeline
Kingsview Wealth Management, LLC19,809$9.28M0.14%-18213F-HRTimeline
UMB Bank, n.a.19,771$9.26M0.14%-2,14113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
St. Louis Trust Co19,637$9.2M1.15%-81413F-HRTimeline
Bawa N Mallick Trust19,550$9.16M3.47%013F-HRTimeline
OLD NATIONAL BANCORP /IN/19,484$9.13M0.16%-41213F-HRTimeline
Pure Financial Advisors, LLC19,345$9.06M0.14%-39313F-HRTimeline
Counterweight Ventures, LLC19,322$9.05M5.29%+1,06013F-HRTimeline
Watts Gwilliam & Co., LLC19,300$9.04M1.46%-7513F-HRTimeline
Zuckerman Investment Group, LLC19,287$9.03M0.84%+15313F-HRTimeline
Mutual Advisors, LLC19,086$9.03M0.2%-10613F-HRTimeline
Next Capital Management LLC19,225$9.01M3.01%+1,05813F-HRTimeline
Apexium Financial, LP19,054$8.93M0.43%+4013F-HRTimeline
MGO ONE SEVEN LLC19,022$8.91M0.21%+10,88213F-HRTimeline
CFM WEALTH PARTNERS LLC19,015$8.91M1.29%-99313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,942$8.87M0.19%-1,17713F-HRTimeline
Rehmann Capital Advisory Group18,839$8.82M0.48%+5713F-HRTimeline
Quent Capital, LLC18,799$8.81M0.74%-63113F-HRTimeline
CENTRAL TRUST Co18,738$8.78M0.18%+9813F-HRTimeline
CONGRESS ASSET MANAGEMENT CO18,723$8.77M0.06%-9,38613F-HRTimeline
Northstar Group, Inc.18,647$8.73M1.27%-40713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…18,611$8.72M1.38%-50313F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,595$8.71M0.49%-38413F-HRTimeline
TOWNSQUARE CAPITAL LLC18,568$8.7M1.32%+5,13713F-HRTimeline
OMNI 360 Wealth, Inc.18,510$8.67M4.86%+1,15413F-HRTimeline
Provenance Wealth Advisors, LLC18,449$8.64M1.12%-14913F-HRTimeline
CERTUITY, LLC18,444$8.64M0.59%+63613F-HRTimeline
Alesco Advisors, LLC, An ESL Co18,428$8.63M0.23%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO18,353$8.6M0.01%-40,23213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC18,331$8.59M0.48%-54013F-HRTimeline
McAdam, LLC18,279$8.56M0.42%-72113F-HRTimeline
TFO Wealth Partners, LLC18,200$8.52M1.39%+43313F-HRTimeline
New England Private Wealth Advisors LLC18,147$8.5M1.12%+16013F-HRTimeline
FIDELITY D & D BANCORP INC18,086$8.47M4.67%+1,98013F-HRTimeline
Linscomb Wealth, Inc.18,078$8.47M0.36%-1,16413F-HRTimeline
Partnership Wealth Management, LLC18,055$8.46M6.51%-313F-HRTimeline
Smith & Howard Wealth Management, LLC18,054$8.46M1.97%+55713F-HRTimeline
Cornerstone Advisory, LLC18,051$8.46M0.83%-12213F-HRTimeline
TPG Financial Advisors, LLC17,984$8.42M3.14%-4613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,942$8.4M1.94%+1513F-HRTimeline
POTENTIA WEALTH17,842$8.36M3.19%-28213F-HRTimeline
Sovran Advisors, LLC17,077$8.27M0.73%+2,30413F-HRTimeline
Indiana Trust & Investment Management Co17,611$8.25M2.51%-6713F-HRTimeline
Altus Wealth Group LLC17,573$8.23M3.38%-9313F-HRTimeline
Legacy Advisors, LLC17,538$8.21M1.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC17,394$8.15M3.15%+49813F-HRTimeline
Three Bridge Wealth Advisors, LLC17,386$8.14M2.1%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC17,335$8.12M1.18%013F-HRTimeline
Next Level Private LLC17,102$8.09M2.35%-27013F-HRTimeline
Cornerstone Planning Group LLC16,685$8.08M1.29%+37413F-HRTimeline
CITY HOLDING CO17,142$8.03M1.01%-27213F-HRTimeline
Harbour Capital Advisors, LLC17,072$8.03M1.64%-3013F-HRTimeline
SOL Capital Management CO17,037$7.98M0.72%+1,30013F-HRTimeline
TUDOR INVESTMENT CORP ET AL16,936$7.93M0.05%+14,41813F-HR/ATimeline
Financial Advisors, LLC16,915$7.92M1.4%+113F-HRTimeline
Opes Wealth Management LLC16,786$7.86M1.38%-2,48013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding15,979$7.8M+2,502Timeline
IFG Advisory, LLC16,576$7.76M0.35%+16713F-HRTimeline
Monument Capital Management16,563$7.76M1.94%-1,50613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC16,460$7.71M2.39%-2413F-HRTimeline
CJM Wealth Advisers, Ltd.16,420$7.69M2.36%-64013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.16,407$7.69M0.54%+1,84613F-HRTimeline
Prosperity Consulting Group, LLC16,399$7.68M0.38%+2,42113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding16,368$7.67M-45Timeline
Garde Capital, Inc.16,354$7.66M0.39%-1,57013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…16,325$7.65M1.18%-30213F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.16,286$7.63M3.47%013F-HRTimeline
Caprock Group, LLC17,039$7.59M0.19%13F-HRTimeline
Merit Financial Group, LLC16,185$7.58M0.07%-1,06013F-HR/ATimeline
Gladstone Institutional Advisory LLC16,153$7.57M0.29%-51413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,014$7.5M0.26%+72513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD15,942$7.47M0.1%-26513F-HRTimeline
LEIGH BALDWIN & CO., LLC15,924$7.46M4.2%+1,25113F-HR/ATimeline
AlphaCore Capital LLC15,891$7.44M0.25%+14313F-HRTimeline
OARSMAN CAPITAL, INC.15,872$7.43M1.04%-2,77713F-HRTimeline
FineMark National Bank & Trust15,669$7.34M0.24%-30813F-HRTimeline
Apriem Advisors15,661$7.34M0.69%+10713F-HRTimeline
DHJJ Financial Advisors, Ltd.15,661$7.34M2.49%-68113F-HRTimeline
EPG Wealth Management LLC15,626$7.32M2.02%-75513F-HRTimeline
Berman McAleer LLC15,623$7.32M1.02%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,617$7.32M1.28%+13613F-HRTimeline
Meridian Wealth Advisors, LLC15,520$7.27M1.03%+8,75213F-HRTimeline
LOWE BROCKENBROUGH & CO INC15,518$7.27M0.37%-22013F-HRTimeline
AE Wealth Management LLC15,477$7.25M0.05%+21313F-HRTimeline
Embree Financial Group15,450$7.24M0.97%-10013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC15,379$7.2M0.14%-21113F-HRTimeline
GTS SECURITIES LLC15,301$7.17M0.28%-25,30113F-HRTimeline
First Western Trust Bank15,078$7.06M0.32%-99013F-HRTimeline
Talisman Wealth Advisors LLC15,028$7.04M5.83%+35513F-HRTimeline
Mathes Company, Inc.14,950$7M2.51%013F-HRTimeline
Canal Capital Management, LLC14,894$6.98M1.05%-24113F-HRTimeline
EQUITABLE TRUST CO14,823$6.94M0.32%+4,29413F-HRTimeline
Colorado Capital Management, Inc.14,579$6.83M2.64%-34013F-HRTimeline
Strategic Family Wealth Counselors, L.L…14,461$6.77M1.74%+12213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,368$6.73M0.28%+913F-HRTimeline
Opus Capital Group, LLC14,363$6.73M0.76%+14213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,363$6.73M0.36%+1,43513F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC14,312$6.7M0.94%new13F-HRTimeline
Serenus Wealth Advisors, LLC14,200$6.65M1.14%+1,02113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,092$6.6M0.09%+413F-HRTimelineGroup
LOWERY THOMAS, LLC14,002$6.56M3.79%-26313F-HRTimeline
Widmann Financial Services, Inc.14,000$6.56M4.12%+60213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC13,950$6.53M0.33%-34513F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,886$6.5M1.49%-2513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,820$6.47M1.98%-89513F-HRTimelineGroup
Sigma Planning Corp13,706$6.42M0.18%-1,76113F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC13,684$6.41M0.23%+41813F-HRTimelineGroup
Dynamic Financial Group13,667$6.4M5.56%-15613F-HRTimeline
Bulltick Wealth Management, LLC13,663$6.4M1.51%+10,31913F-HRTimeline
Estate Counselors, LLC13,636$6.39M0.55%+93513F-HRTimeline
XPONANCE LLC13,617$6.38M0.05%-12,93813F-HRTimeline
MidAtlantic Capital Management, Inc.13,348$6.25M4.27%+413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,249$6.21M0.51%+913F-HRTimeline
Valmark Advisers, Inc.13,246$6.2M0.08%+28313F-HRTimeline
Main Street Financial Solutions, LLC13,193$6.18M0.4%+88613F-HRTimeline
My Personal CFO, LLC13,155$6.16M2.39%new13F-HRTimeline
Foundation Wealth Management, LLC\PA13,155$6.16M2.39%-8213F-HRTimeline
Fisher Asset Management, LLC13,130$6.15M<0.01%+6,72913F-HRTimeline
Icon Wealth Advisors, LLC12,902$6.04M0.41%+15913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC12,880$6.03M4.41%-22013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,832$6.01M0.01%+3,77813F-HRTimelineGroup
Heck Capital Advisors, LLC12,819$6M0.46%+5013F-HRTimeline
CPC Advisors, LLC12,769$5.98M0.63%-1213F-HRTimeline
Sage Mountain Advisors LLC12,568$5.89M0.34%-8313F-HRTimeline
Alta Wealth Advisors LLC12,549$5.88M2.11%-18613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc12,483$5.84M<0.01%-6,51113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,434$5.82M0.14%-1,00913F-HRTimelineGroup
MTM Investment Management, LLC12,433$5.82M1.85%-1513F-HRTimeline
Joel Isaacson & Co., LLC12,432$5.82M0.21%-10613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,420$5.82M0.68%+21313F-HRTimeline
Cassaday & Co Wealth Management LLC12,404$5.81M0.13%+113F-HRTimeline
Eagle Strategies LLC12,398$5.81M0.78%-19313F-HRTimeline
Total Clarity Wealth Management, Inc.12,377$5.8M1.54%-17013F-HRTimeline
Verdence Capital Advisors LLC11,948$5.79M0.33%+18813F-HRTimeline
Bollard Group LLC12,341$5.78M0.14%+1113F-HRTimeline
LANARK FINANCIAL, INC.12,298$5.76M0.44%-15513F-HRTimeline
Cadence Bank12,275$5.75M0.35%-7413F-HRTimeline
Cornerstone Wealth Advisors, Inc.12,246$5.74M1.39%-13313F-HRTimeline
Avior Wealth Management, LLC12,185$5.71M0.18%+5513F-HRTimeline
JSF Financial, LLC12,183$5.71M1.27%-71913F-HRTimeline
Affinity Capital Advisors, LLC12,083$5.7M0.88%013F-HRTimeline
Topel & Distasi Wealth Management, LLC12,165$5.7M2.81%-27913F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD12,163$5.7M3.76%013F-HRTimeline
GC Wealth Management RIA, LLC12,138$5.69M0.19%+3,28413F-HRTimeline
True North Advisors, LLC12,025$5.63M0.89%+613F-HRTimeline
Crestwood Advisors Group, LLC12,020$5.63M0.1%+29913F-HRTimeline
W ADVISORS, LLC12,010$5.63M2.96%013F-HRTimeline
Dynamic Advisor Solutions LLC11,981$5.61M0.16%-73113F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,971$5.61M1.09%+27013F-HRTimeline
Intrua Financial, LLC11,944$5.59M0.66%-23013F-HRTimeline
B. Riley Wealth Advisors, Inc.11,869$5.56M0.27%+54113F-HRTimeline
Ellis Investment Partners, LLC11,828$5.54M1%-1,22513F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV11,769$5.51M1.52%+3213F-HRTimeline
Disciplined Investments, LLC11,722$5.49M2.19%-3313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC11,649$5.46M0.36%-14613F-HRTimeline
Summa Corp.11,555$5.41M2.38%-28213F-HRTimeline
Stonegate Investment Group, LLC11,554$5.41M0.13%013F-HRTimeline
IFP Advisors, Inc11,472$5.37M0.14%-1,79313F-HR/ATimeline
Krilogy Financial LLC11,100$5.33M0.2%new13F-HRTimeline
VANCE WEALTH, LLC11,308$5.3M1.63%-9013F-HRTimeline
WADDELL & ASSOCIATES, LLC11,245$5.27M0.45%-5,98813F-HRTimeline