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Disclosery

IWF ISHARES TR

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STOK (fund)

2,509 managers (2,534 13F filers) reported a position in IWF shares at 2025-12-31, 200,369,611 shares in all. 108 filers opened a position and 76 filers sold out during the quarter.

Managers
2,509
13F filers
2,534
New
108
Added
752
Reduced
884
Sold out
76
Shares held by filers
200,369,611

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Western Wealth Management, LLC24,377$11.5M0.53%+1,90713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC24,375$11.5M0.02%new13F-HRTimelineGroup
Arbor Investment Advisors, LLC24,290$11.5M1.51%-2713F-HRTimeline
MATRIX ASSET ADVISORS INC/NY24,187$11.4M1.03%+82913F-HRTimeline
CONNING INC.in group CONNING INC.24,087$11.4M0.38%013F-HRTimelineGroup
Venture Visionary Partners LLC23,863$11.4M0.37%-16313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P24,061$11.4M0.01%013F-HRTimelineGroup
Global Strategic Investment Solutions, …24,010$11.4M1.11%+213F-HRTimeline
FSA WEALTH PARTNERS, INC.23,960$11.3M4.08%-12,35713F-HRTimeline
FLC Capital Advisors23,867$11.3M2.09%-25913F-HRTimeline
ARK & TLK INVESTMENTS, LLC23,664$11.2M3.08%-32513F-HRTimeline
Chicago Wealth Management, Inc.23,649$11.2M4.5%+74913F-HRTimeline
Pettinga Financial Advisors LLC23,469$11.1M2.11%+47313F-HRTimeline
SG Americas Securities, LLC23,371$11.1M0.01%+22,67613F-HRTimeline
EDGEWOOD MANAGEMENT LLC23,302$11M0.05%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.22,982$10.9M6.69%-19913F-HRTimeline
Rehmann Capital Advisory Group22,898$10.8M0.56%+4,05913F-HRTimeline
Perigon Wealth Management, LLC22,734$10.8M0.19%+2,40213F-HRTimeline
STOCK YARDS BANK & TRUST CO22,688$10.7M0.33%+1,61513F-HRTimeline
White Lighthouse Investment Management …22,655$10.7M1.5%-40013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding22,631$10.7M+449Timeline
J.W. COLE ADVISORS, INC.26,075$10.7M0.26%+72413F-HRTimeline
NovaPoint Capital, LLC22,584$10.7M2.75%-1,66313F-HRTimeline
Holistic Financial Partners22,577$10.7M3.88%+13913F-HRTimeline
Truepoint, Inc.22,469$10.6M0.24%-75713F-HRTimeline
Arete Wealth Advisors, LLC22,461$10.6M0.74%+4213F-HR/ATimeline
SVB WEALTH LLC22,324$10.6M0.62%-12,48913F-HRTimeline
Eukles Asset Management22,316$10.6M4.11%-62113F-HRTimeline
Presper Financial Architects, LLC22,264$10.5M5.96%+17613F-HRTimeline
DIVERSIFIED TRUST CO22,062$10.4M0.19%+13213F-HRTimeline
UMB Bank, n.a.22,033$10.4M0.14%+2,26213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legal & General Group Plcin group Legal & General Group Plc21,818$10.4M<0.01%+9,33513F-HRTimelineGroup
Willis Johnson & Associates, Inc.21,769$10.3M0.64%+3213F-HRTimeline
NTV Asset Management LLC21,712$10.3M1.09%-67213F-HRTimeline
Cresta Advisors, Ltd.21,670$10.3M4.3%-18013F-HRTimeline
Sepio Capital, LP21,572$10.2M0.56%+13,44313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,507$10.2M0.12%-78013F-HRTimelineGroup
Next Capital Management LLC21,471$10.2M3.25%+2,24613F-HRTimeline
Paladin Advisory Group, LLC21,447$10.2M7.41%-90513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding21,331$10.1M-899Timeline
Sound View Wealth Advisors Group, LLC21,228$10M0.67%-1,24113F-HRTimeline
SOA Wealth Advisors, LLC.21,093$9.98M1.69%-9213F-HRTimeline
Community Bank, N.A.20,889$9.89M1.17%-55513F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,840$9.86M0.63%+11113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…20,765$9.83M0.34%+70113F-HRTimeline
Bay Capital Advisors, LLC20,642$9.77M5.96%+62713F-HRTimeline
Kingsview Wealth Management, LLC20,554$9.73M0.14%+74513F-HRTimeline
Mill Creek Capital Advisors, LLC20,487$9.7M0.2%-2,39113F-HRTimeline
Frederick Financial Consultants, LLC20,478$9.69M5.31%-2713F-HRTimeline
Cyndeo Wealth Partners, LLC20,431$9.67M0.52%+2,10013F-HRTimeline
SAXON INTERESTS, INC.20,230$9.57M3.39%-3,20213F-HRTimeline
Ferguson Johnson Wealth Management Inc20,099$9.51M7.91%13F-HRTimeline
Northern Lights Advisors, Inc.20,096$9.51M6.53%13F-HRTimeline
Zuckerman Investment Group, LLC20,006$9.47M0.85%+71913F-HRTimeline
POTENTIA WEALTH19,965$9.45M3.46%+2,12313F-HRTimeline
Vestmark Advisory Solutions, Inc.19,857$9.4M0.13%+12,73513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA19,807$9.37M0.41%-46413F-HRTimeline
LANDAAS & CO /WI /ADV19,712$9.33M2.05%-11413F-HRTimeline
St. Louis Trust Co19,637$9.29M1.07%013F-HRTimeline
Bawa N Mallick Trust19,550$9.25M3.44%013F-HRTimeline
Pure Financial Advisors, LLC19,491$9.22M0.14%+14613F-HRTimeline
Counterweight Ventures, LLC19,372$9.17M5.14%+5013F-HRTimeline
Capital Advisors, Ltd. LLC42,891$9.1M1.03%-103,18213F-HRTimeline
Icon Wealth Advisors, LLC19,088$9.03M0.6%+6,18613F-HRTimeline
Osbon Capital Management LLC19,033$9.01M8.43%13F-HRTimeline
Prosperity Consulting Group, LLC18,799$8.9M0.4%+2,40013F-HRTimeline
Vise Technologies, Inc.18,781$8.89M0.17%+9,35813F-HRTimeline
REBALANCE, LLC18,771$8.88M0.52%-2,56613F-HRTimeline
Mutual Advisors, LLC18,736$8.87M0.19%-35013F-HRTimeline
Northstar Group, Inc.18,652$8.83M1.2%+513F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,644$8.82M0.49%+4913F-HRTimeline
Provenance Wealth Advisors, LLC18,615$8.81M0.98%+16613F-HRTimeline
Quent Capital, LLC18,557$8.78M0.63%-24213F-HRTimeline
CENTRAL TRUST Co18,522$8.77M0.17%-21613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…18,450$8.73M1.36%-16113F-HRTimeline
Alesco Advisors, LLC, An ESL Co18,428$8.72M0.23%013F-HRTimeline
OMNI 360 Wealth, Inc.18,511$8.7M4.46%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,362$8.69M0.18%-3,40613F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/18,348$8.68M0.14%-1,13613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC18,329$8.68M1.38%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC18,311$8.67M0.41%-1,51013F-HRTimeline
FIDELITY D & D BANCORP INC18,305$8.66M3.74%+21913F-HRTimeline
Jackson Wealth Management, LLC18,261$8.64M0.84%-3,42813F-HRTimeline
New England Private Wealth Advisors LLC18,235$8.63M1.07%+8813F-HR/ATimeline
CERTUITY, LLC18,156$8.59M0.54%-28813F-HRTimeline
MGO ONE SEVEN LLC18,103$8.57M0.17%-91913F-HRTimeline
TFO Wealth Partners, LLC18,094$8.56M1.28%-10613F-HRTimeline
CFM WEALTH PARTNERS LLC17,996$8.52M1.23%-1,01913F-HRTimeline
Smith & Howard Wealth Management, LLC17,968$8.5M1.95%-8613F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,958$8.5M1.76%+1613F-HRTimeline
Ruggaard & Associates LLC17,900$8.47M3.34%-1,99413F-HRTimeline
McAdam, LLC17,796$8.42M0.39%-48313F-HRTimeline
Beirne Wealth Consulting Services, LLC17,785$8.42M2.44%-8,68313F-HRTimeline
Linscomb Wealth, Inc.17,707$8.38M0.35%-37113F-HRTimeline
Sovran Advisors, LLC17,780$8.37M0.71%+70313F-HRTimeline
Altus Wealth Group LLC17,624$8.34M3.33%+5113F-HRTimeline
Cornerstone Advisory, LLC17,617$8.34M0.8%-43413F-HRTimeline
AE Wealth Management LLC17,593$8.33M0.05%+2,11613F-HRTimeline
Indiana Trust & Investment Management Co17,586$8.32M2.45%-2513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…17,432$8.25M0.17%new13F-HRTimelineGroup
Greenspring Advisors, LLC17,394$8.23M0.51%+11,74313F-HRTimeline
Three Bridge Wealth Advisors, LLC17,390$8.23M2.17%+413F-HRTimeline
Monument Capital Management17,217$8.15M2.03%+65413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,199$8.14M0.49%+2,83613F-HRTimelineGroup
OARSMAN CAPITAL, INC.17,178$8.13M1.06%+1,30613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding17,129$8.13M-4,057Timeline
Tanglewood Legacy Advisors, LLC17,163$8.12M3.05%-23113F-HRTimeline
Partnership Wealth Management, LLC17,084$8.09M5.82%-97113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC17,075$8.08M1.13%-26013F-HRTimeline
Caprock Group, LLC17,004$8.05M0.17%-3513F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO16,912$8M0.72%13F-HRTimelineGroup
Cornerstone Planning Group LLC16,823$7.96M1.24%+13813F-HRTimeline
SOL Capital Management CO16,737$7.92M0.71%-30013F-HRTimeline
Harbour Capital Advisors, LLC16,722$7.89M1.61%-35013F-HRTimeline
Opes Wealth Management LLC16,565$7.84M1.33%-22113F-HRTimeline
IFG Advisory, LLC16,516$7.82M0.34%-6013F-HRTimeline
Integrated Wealth Concepts LLC16,483$7.8M0.09%-10,86213F-HRTimeline
GTS SECURITIES LLC16,469$7.79M0.27%+1,16813F-HRTimeline
Next Level Private LLC16,455$7.79M2.04%-64713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding16,372$7.75M+4Timeline
DIXON FNANCIAL SERVICES, INC.16,286$7.71M3.42%013F-HRTimeline
Legacy Advisors, LLC16,178$7.66M0.82%-1,36013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,172$7.65M0.02%+3,34013F-HRTimelineGroup
Garde Capital, Inc.16,140$7.64M0.45%-21413F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC16,035$7.59M2.27%-42513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,033$7.59M0.25%+1913F-HRTimelineGroup
Mathes Company, Inc.16,000$7.57M2.7%+1,05013F-HRTimeline
PINNACLE ASSOCIATES LTD15,894$7.52M0.1%-4813F-HRTimeline
CJM Wealth Advisers, Ltd.15,825$7.49M2.24%-59513F-HRTimeline
Tandem Financial, LLC18,588$7.46M9.02%+8,48413F-HRTimeline
Heck Capital Advisors, LLC15,761$7.46M0.56%+2,94213F-HRTimeline
FineMark National Bank & Trust15,684$7.42M0.23%+1513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC15,681$7.42M0.14%+30213F-HRTimeline
Apriem Advisors15,653$7.41M0.68%-813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,622$7.39M1.2%+513F-HRTimeline
EPG Wealth Management LLC15,596$7.38M1.99%-3013F-HRTimeline
Talisman Wealth Advisors LLC15,567$7.38M5.74%+53913F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding15,577$7.37M+1,893Timeline
Meridian Wealth Advisors, LLC15,575$7.37M1.02%+5513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…15,453$7.31M1.06%-87213F-HRTimelineGroup
AVITY INVESTMENT MANAGEMENT INC.15,424$7.3M0.51%-98313F-HRTimeline
Smartleaf Asset Management LLC15,276$7.29M0.28%-7,48013F-HRTimeline
DHJJ Financial Advisors, Ltd.15,354$7.27M2.41%-30713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,349$7.26M0.04%-9,01413F-HRTimelineGroup
Gladstone Institutional Advisory LLC15,204$7.2M0.27%-94913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…15,108$7.15M<0.01%+10,13313F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO15,026$7.11M0.94%+9,41113F-HRTimeline
CITY HOLDING CO14,992$7.1M0.87%-2,15013F-HRTimeline
Canal Capital Management, LLC14,875$7.04M1%-1913F-HRTimeline
EQUITABLE TRUST CO14,852$7.03M0.31%+2913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,813$7.01M0.34%+4,24913F-HRTimeline
AlphaCore Capital LLC14,590$6.91M0.15%-1,30113F-HRTimeline
Strategic Family Wealth Counselors, L.L…15,014$6.89M1.55%+55313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,501$6.86M0.29%+13313F-HRTimeline
Embree Financial Group14,388$6.81M0.84%-1,06213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,356$6.79M0.1%+8,24913F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC14,352$6.79M0.51%+1,10313F-HRTimeline
Opus Capital Group, LLC14,226$6.73M0.73%-13713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC14,147$6.7M0.34%+19713F-HRTimeline
Widmann Financial Services, Inc.14,146$6.7M4.1%+14613F-HRTimeline
First Western Trust Bank14,114$6.68M0.33%-96413F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD13,961$6.61M0.95%13F-HRTimeline
Dynamic Financial Group13,944$6.6M5.63%+27713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP13,937$6.6M0.09%-15513F-HRTimelineGroup
LOWERY THOMAS, LLC13,929$6.59M3.73%-7313F-HRTimeline
GC Wealth Management RIA, LLC13,926$6.59M0.24%+1,78813F-HRTimeline
LEIGH BALDWIN & CO., LLC13,922$6.59M4.33%-2,00213F-HRTimeline
Estate Counselors, LLC13,756$6.51M0.55%+12013F-HRTimeline
Serenus Wealth Advisors, LLC13,754$6.51M1.26%-44613F-HRTimeline
Wall Capital Group, Inc.13,747$6.51M6.2%13F-HRTimeline
World Investment Advisors13,620$6.45M0.11%+4,07913F-HR/ATimeline
Colorado Capital Management, Inc.13,570$6.42M2.41%-1,00913F-HRTimeline
Sigma Planning Corp13,333$6.34M0.18%-37313F-HRTimeline
Jordan Park Group LLC13,351$6.32M0.37%+4,50013F-HRTimeline
MidAtlantic Capital Management, Inc.13,326$6.31M4.04%-2213F-HRTimeline
Valmark Advisers, Inc.13,213$6.25M0.08%-3313F-HRTimeline
Cordatus Wealth Management LLC13,059$6.18M1.43%-72,29113F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP13,058$6.18M0.03%new13F-HRTimeline
Total Clarity Wealth Management, Inc.12,994$6.15M1.49%+61713F-HRTimeline
MONETARY MANAGEMENT GROUP INC12,976$6.14M1.42%-91013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC12,949$6.13M4.13%+6913F-HRTimeline
Foundation Wealth Management, LLC\PA12,910$6.11M2.22%-24513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,776$6.05M2.02%-1,04413F-HRTimelineGroup
Berman McAleer LLC12,766$6.04M0.83%-2,85713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,756$6.04M0.15%+32213F-HRTimelineGroup
Eagle Strategies LLC12,694$6.01M0.77%+29613F-HRTimeline
Ducere Wealth Management LLC12,648$5.99M2.31%13F-HR/ATimeline
SPIREPOINT PRIVATE CLIENT, LLC12,563$5.95M0.57%+6,93013F-HRTimeline
Sage Mountain Advisors LLC12,554$5.94M0.32%-1413F-HRTimeline
XPONANCE LLC12,539$5.93M0.04%-1,07813F-HRTimeline
GFG Capital, LLC12,511$5.92M2.11%+11,33413F-HRTimeline
MTM Investment Management, LLC12,501$5.92M1.89%+6813F-HRTimeline
HRT FINANCIAL LP12,497$5.91M0.02%+5,43413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC12,466$5.9M0.25%+11,98813F-HRTimeline
Joel Isaacson & Co., LLC12,400$5.87M0.19%-3213F-HRTimeline
CPC Advisors, LLC12,366$5.85M0.59%-40313F-HRTimeline
Bollard Group LLC12,352$5.85M0.15%+1113F-HRTimeline
TPG Financial Advisors, LLC12,295$5.82M1.94%-5,68913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,294$5.82M0.01%-6,05913F-HRTimelineGroup
Crestwood Advisors Group, LLC12,277$5.81M0.1%+25713F-HRTimeline