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Disclosery

IWF ISHARES TR

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STOK (fund)

2,423 managers (2,452 13F filers) reported a position in IWF shares at 2026-03-31, 202,629,974 shares in all. 85 filers opened a position and 153 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
153
Shares held by filers
202,629,974

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ARK & TLK INVESTMENTS, LLC23,664$10.1M2.74%013F-HRTimeline
Sowell Financial Services LLC23,314$9.94M0.37%-6,75013F-HRTimeline
STOCK YARDS BANK & TRUST CO23,244$9.91M0.31%+55613F-HRTimeline
Prosperity Consulting Group, LLC23,152$9.87M0.44%+4,35313F-HRTimeline
Presper Financial Architects, LLC22,781$9.71M5.77%+51713F-HRTimeline
Willis Johnson & Associates, Inc.22,757$9.7M0.57%+98813F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…22,582$9.63M<0.01%+7,47413F-HRTimelineGroup
White Lighthouse Investment Management …22,484$9.59M1.33%-17113F-HRTimeline
Truepoint, Inc.22,475$9.58M0.21%+613F-HRTimeline
Perigon Wealth Management, LLC22,315$9.52M0.17%-41913F-HRTimeline
NovaPoint Capital, LLC22,186$9.46M2.37%-39813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…22,111$9.43M0.3%+1,34613F-HRTimeline
Holistic Financial Partners22,098$9.42M3.5%-47913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,096$9.42M+765Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC21,898$9.34M0.01%-32,75813F-HRTimelineGroup
Bay Capital Advisors, LLC21,798$9.29M5.73%+1,15613F-HRTimeline
FIDELITY D & D BANCORP INC21,791$9.29M3.72%+3,48613F-HRTimeline
Zuckerman Investment Group, LLC21,746$9.27M0.87%+1,74013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,654$9.23M0.11%+14713F-HRTimelineGroup
DIVERSIFIED TRUST CO21,491$9.16M0.17%-57113F-HRTimeline
Cresta Advisors, Ltd.21,410$9.13M3.74%-26013F-HRTimeline
Next Capital Management LLC21,386$9.12M2.76%-8513F-HRTimeline
NTV Asset Management LLC21,312$9.09M1%-40013F-HRTimeline
Sound View Wealth Advisors Group, LLC21,234$9.05M0.62%+613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding21,129$9.01M-1,502Timeline
Mill Creek Capital Advisors, LLC20,900$8.91M0.18%+41313F-HRTimeline
Vise Technologies, Inc.18,781$8.89M0.17%013F-HRTimeline
Community Bank, N.A.20,820$8.88M1.06%-6913F-HRTimeline
Sovran Advisors, LLC74,411$8.88M0.7%+56,63113F-HRTimeline
Paladin Advisory Group, LLC20,807$8.87M6.75%-64013F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,707$8.83M0.57%-13313F-HRTimeline
SOA Wealth Advisors, LLC.20,643$8.8M1.66%-45013F-HRTimeline
UMB Bank, n.a.20,564$8.77M0.12%-1,46913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pure Financial Advisors, LLC20,454$8.72M0.13%+96313F-HRTimeline
SAX WEALTH ADVISORS, LLC18,311$8.67M0.42%013F-HRTimeline
Northern Lights Advisors, Inc.20,315$8.66M5.87%+21913F-HRTimeline
Frederick Financial Consultants, LLC20,253$8.64M4.3%-22513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA20,206$8.62M0.37%+39913F-HRTimeline
St. Louis Trust Co20,082$8.56M1%+44513F-HRTimeline
POTENTIA WEALTH20,036$8.54M3.3%+7113F-HRTimeline
World Investment Advisors19,850$8.46M0.14%+6,23013F-HRTimeline
Smith & Howard Wealth Management, LLC19,846$8.46M1.83%+1,87813F-HRTimeline
Ferguson Johnson Wealth Management Inc19,831$8.46M6.86%-26813F-HRTimeline
Sepio Capital, LP19,700$8.4M0.46%-1,87213F-HRTimeline
Bawa N Mallick Trust19,550$8.34M3.41%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE19,500$8.31M0.01%-23,90013F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC19,470$8.3M0.06%-42,83413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding69,642$8.27M+43,242Timeline
LANDAAS & CO /WI /ADV19,349$8.25M1.81%-36313F-HRTimeline
Jackson Wealth Management, LLC19,285$8.22M0.85%+1,02413F-HRTimeline
Kingsview Wealth Management, LLC19,035$8.12M0.11%-1,51913F-HRTimeline
OMNI 360 Wealth, Inc.19,016$8.11M4.18%+50513F-HRTimeline
Meridian Wealth Advisors, LLC18,971$8.09M1.07%+3,39613F-HRTimeline
Cyndeo Wealth Partners, LLC18,922$8.07M0.42%-1,50913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,867$8.04M0.73%+1,66813F-HRTimelineGroup
REBALANCE, LLC18,788$8.01M0.47%+1713F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO16,912$8M0.74%013F-HRTimelineGroup
Mutual Advisors, LLC18,680$7.97M0.17%-5613F-HRTimeline
GC Wealth Management RIA, LLC18,614$7.94M0.33%+4,68813F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,612$7.94M0.41%-3213F-HRTimeline
Harbour Capital Advisors, LLC16,559$7.93M1.51%-16313F-HRTimeline
Osbon Capital Management LLC18,587$7.93M6.47%-44613F-HRTimeline
Provenance Wealth Advisors, LLC18,496$7.89M0.83%-11913F-HRTimeline
Alesco Advisors, LLC, An ESL Co18,428$7.86M0.2%013F-HRTimeline
Counterweight Ventures, LLC18,395$7.84M4.4%-97713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,352$7.83M0.17%-1013F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…18,321$7.81M1.23%-12913F-HRTimeline
Caprock Group, LLC18,234$7.78M0.19%+1,23013F-HRTimeline
HORAN Wealth, LLC16,466$7.77M0.74%+8,23313F-HRTimeline
New England Private Wealth Advisors LLC18,218$7.77M0.9%-1713F-HRTimeline
TFO Wealth Partners, LLC18,098$7.72M1.05%+413F-HRTimeline
CFM WEALTH PARTNERS LLC18,087$7.71M1.16%+9113F-HRTimeline
Northstar Group, Inc.18,042$7.69M1.09%-61013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC17,973$7.66M1.53%+1513F-HRTimeline
CENTRAL TRUST Co17,725$7.56M0.15%-79713F-HRTimeline
McAdam, LLC17,687$7.54M0.34%-10913F-HRTimeline
Tanglewood Legacy Advisors, LLC17,674$7.54M2.73%+51113F-HRTimeline
MGO ONE SEVEN LLC17,667$7.53M0.15%-43613F-HRTimeline
Altus Wealth Group LLC17,641$7.52M3.08%+1713F-HRTimeline
Ruggaard & Associates LLC17,630$7.52M2.98%-27013F-HRTimeline
Indiana Trust & Investment Management Co17,516$7.47M2.31%-7013F-HRTimeline
Quent Capital, LLC17,508$7.47M0.53%-1,04913F-HRTimeline
Rehmann Capital Advisory Group17,493$7.46M0.39%-5,40513F-HRTimeline
Cornerstone Advisory, LLC17,459$7.44M0.71%-15813F-HRTimeline
Three Bridge Wealth Advisors, LLC17,390$7.42M2.04%013F-HRTimeline
Monument Capital Management17,282$7.37M1.85%+6513F-HRTimeline
Greenspring Advisors, LLC17,068$7.28M0.44%-32613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,056$7.27M0.24%+1,02313F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,879$7.2M0.16%-55313F-HRTimelineGroup
PINNACLE ASSOCIATES LTD16,873$7.19M0.09%+97913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,643$7.11M0.26%+4,62713F-HRTimelineGroup
SAXON INTERESTS, INC.16,625$7.09M2.45%-3,60513F-HRTimeline
TPG Financial Advisors, LLC16,591$7.07M2.3%+4,29613F-HRTimeline
Sage Mountain Advisors LLC16,560$7.06M0.49%+4,00613F-HRTimeline
Opes Wealth Management LLC16,545$7.05M1.2%-2013F-HRTimeline
Next Level Private LLC16,453$7.02M1.58%-213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding16,402$6.99M+30Timeline
DIXON FNANCIAL SERVICES, INC.16,286$6.94M3.12%013F-HRTimeline
Linscomb Wealth, Inc.16,152$6.89M0.31%-1,55513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC16,126$6.88M0.97%-94913F-HRTimeline
Garde Capital, Inc.16,019$6.83M0.41%-12113F-HRTimeline
Legacy Advisors, LLC16,011$6.83M0.8%-16713F-HRTimeline
Mathes Company, Inc.16,000$6.82M2.49%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC15,978$6.81M1.86%-5713F-HRTimeline
Talisman Wealth Advisors LLC15,826$6.75M5.44%+25913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…15,643$6.67M0.97%+19013F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,620$6.66M1.03%-213F-HRTimeline
Apriem Advisors15,598$6.65M0.63%-5513F-HRTimeline
Fisher Asset Management, LLC15,583$6.64M<0.01%+3,52413F-HRTimeline
EPG Wealth Management LLC15,556$6.63M1.8%-4013F-HRTimeline
CJM Wealth Advisers, Ltd.15,447$6.59M2.01%-37813F-HRTimeline
Strategic Family Wealth Counselors, L.L…15,299$6.52M1.71%+28513F-HRTimeline
DHJJ Financial Advisors, Ltd.15,162$6.46M2.14%-19213F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.15,124$6.45M0.47%-30013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,118$6.45M0.01%-1,05413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,048$6.42M0.03%-30113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc14,933$6.37M<0.01%-6,88513F-HRTimelineGroup
Smartleaf Asset Management LLC15,472$6.36M0.23%+19613F-HRTimeline
Heck Capital Advisors, LLC14,883$6.35M0.47%-87813F-HRTimeline
Canal Capital Management, LLC14,866$6.34M0.86%-913F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD14,698$6.27M0.91%+73713F-HRTimeline
Embree Financial Group14,598$6.22M0.73%+21013F-HRTimeline
CITY HOLDING CO14,497$6.18M0.77%-49513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,461$6.17M0.49%+10913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,448$6.16M0.01%-39,20113F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC14,444$6.16M0.77%new13F-HRTimeline
CERTUITY, LLC14,385$6.13M0.4%-3,77113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC14,334$6.11M0.12%-1,34713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,322$6.11M0.25%-17913F-HRTimeline
Valmark Advisers, Inc.14,310$6.1M0.07%+1,09713F-HRTimeline
EQUITABLE TRUST CO14,299$6.1M0.28%-55313F-HRTimeline
Icon Wealth Advisors, LLC51,112$6.07M0.39%+32,02413F-HRTimeline
Gladstone Institutional Advisory LLC14,236$6.07M0.22%-96813F-HRTimeline
Opus Capital Group, LLC14,226$6.07M0.65%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC14,210$6.06M0.32%+6313F-HRTimeline
Widmann Financial Services, Inc.14,147$6.03M3.59%+113F-HRTimeline
AMI ASSET MANAGEMENT CORP14,131$6.03M0.38%-57,74813F-HRTimeline
Dynamic Financial Group14,129$6.02M4.93%+18513F-HRTimeline
AlphaCore Capital LLC13,983$5.96M0.14%-60713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …13,940$5.94M0.09%-41613F-HRTimelineGroup
LOWERY THOMAS, LLC13,914$5.93M3.39%-1513F-HRTimeline
First Western Trust Bank13,898$5.93M0.3%-21613F-HRTimeline
Eagle Strategies LLC13,895$5.92M0.71%+1,20113F-HRTimeline
Serenus Wealth Advisors, LLC13,756$5.87M1.17%+213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP13,663$5.83M0.08%-27413F-HRTimelineGroup
Cove Private Wealth, LLC13,589$5.79M1.32%+6,14913F-HRTimeline
Cassaday & Co Wealth Management LLC13,428$5.73M0.12%+1,33913F-HRTimeline
XPONANCE LLC13,403$5.72M0.04%+86413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,380$5.71M0.27%-1,43313F-HRTimeline
MidAtlantic Capital Management, Inc.13,346$5.69M3.93%+2013F-HRTimeline
Sigma Planning Corp13,323$5.68M0.16%-1013F-HRTimeline
Colorado Capital Management, Inc.13,162$5.61M2.09%-40813F-HRTimeline
Ducere Wealth Management LLC13,050$5.56M2.21%+40213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC12,987$5.54M3.67%+3813F-HRTimeline
DSM CAPITAL PARTNERS LLC12,897$5.5M0.1%-57,74213F-HRTimeline
MONETARY MANAGEMENT GROUP INC12,896$5.5M1.31%-8013F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.12,890$5.5M0.8%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,821$5.47M0.27%+73213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,799$5.46M0.13%+4313F-HRTimelineGroup
Total Clarity Wealth Management, Inc.12,790$5.45M1.28%-20413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,689$5.41M1.96%-8713F-HR/ATimelineGroup
LEIGH BALDWIN & CO., LLC12,678$5.41M3.5%-1,24413F-HRTimeline
Joel Isaacson & Co., LLC12,640$5.39M0.18%+24013F-HRTimeline
Aprio Wealth Management, LLC12,603$5.37M0.29%+62313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC12,563$5.36M0.51%013F-HRTimeline
MTM Investment Management, LLC12,556$5.35M1.7%+5513F-HRTimeline
AE Wealth Management LLC12,535$5.35M0.03%-5,05813F-HRTimeline
Cordatus Wealth Management LLC12,509$5.33M1.27%-55013F-HRTimeline
Foundation Wealth Management, LLC\PA12,373$5.28M1.86%-53713F-HRTimeline
Bollard Group LLC12,363$5.27M0.16%+1113F-HRTimeline
Crestwood Advisors Group, LLC12,359$5.27M0.09%+8213F-HRTimeline
Berman McAleer LLC12,358$5.27M0.72%-40813F-HRTimeline
Beirne Wealth Consulting Services, LLC12,325$5.26M1.49%-5,46013F-HRTimeline
Jordan Park Group LLC12,320$5.25M0.28%-1,03113F-HRTimeline
Xcelsior Advisor Partners LLC12,271$5.23M2%+5,65013F-HRTimeline
IFP Advisors, Inc12,243$5.22M0.11%+39713F-HRTimeline
SVB WEALTH LLC12,224$5.21M0.34%-10,10013F-HRTimeline
Dynamic Advisor Solutions LLC12,204$5.2M0.16%+11513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD12,187$5.2M3.1%+2713F-HRTimeline
CPC Advisors, LLC12,176$5.19M0.84%-19013F-HRTimeline
OKABENA INVESTMENT SERVICES INC12,081$5.15M0.99%+11013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,063$5.14M0.53%+7113F-HRTimeline
W ADVISORS, LLC12,044$5.14M2.63%-9713F-HRTimeline
Alta Wealth Advisors LLC12,044$5.14M1.67%+17013F-HRTimeline
Krilogy Financial LLC10,903$5.12M0.16%-213F-HRTimeline
Savvy Advisors, Inc.11,965$5.1M0.14%+2,73613F-HRTimeline
Intrua Financial, LLC11,951$5.1M0.54%+52213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK11,793$5.03M0.03%new13F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.11,773$5.02M1.16%-18713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT11,768$5.02M0.04%-17,58213F-HRTimeline
GAMMA Investing LLC11,654$4.97M0.23%+913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.11,562$4.93M0.5%-12713F-HRTimeline
Adirondack Capital Advisors, LLC11,532$4.92M3.16%-15013F-HRTimeline
Verdence Capital Advisors LLC11,515$4.91M0.29%-60913F-HRTimeline
Cordoba Advisory Partners LLC11,521$4.91M1.36%-56313F-HRTimeline
Affinity Capital Advisors, LLC11,483$4.9M0.69%-60013F-HRTimeline
Topel & Distasi Wealth Management, LLC11,452$4.88M2.52%+16013F-HRTimeline
ADIRONDACK TRUST CO11,450$4.88M1.64%-24913F-HRTimeline
Stonebridge Capital Advisors LLC11,402$4.86M0.34%+20913F-HRTimeline
Ellis Investment Partners, LLC11,336$4.83M0.84%-40013F-HRTimeline