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Disclosery

IWF ISHARES TR

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STOK (fund)

2,491 managers (2,519 13F filers) reported a position in IWF shares at 2026-06-30, 785,182,343 shares in all. 141 filers opened a position and 70 filers sold out during the quarter.

Managers
2,491
13F filers
2,519
New
141
Added
2,296
Reduced
30
Sold out
70
Shares held by filers
785,182,343

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
VISTA CAPITAL PARTNERS, INC.45,973$5.71M0.5%+34,41113F-HRTimeline
HARBOUR INVESTMENTS, INC.45,880$5.7M0.08%+35,28813F-HRTimeline
Chicago Partners Investment Group LLC47,876$5.68M0.11%+37,81913F-HRTimeline
Adirondack Capital Advisors, LLC45,720$5.68M3.04%+34,18813F-HRTimeline
Affinity Capital Advisors, LLC45,932$5.65M0.7%+34,44913F-HRTimeline
JSF Financial, LLC45,401$5.64M0.91%+34,20113F-HRTimeline
Disciplined Investments, LLC45,338$5.63M1.82%+34,01913F-HR/ATimeline
Topel & Distasi Wealth Management, LLC45,130$5.6M2.7%+33,67813F-HRTimeline
Krilogy Financial LLC44,883$5.57M0.16%+33,98013F-HRTimeline
WESBANCO BANK INC44,688$5.55M0.14%+33,49913F-HRTimeline
LOWE BROCKENBROUGH & CO INC44,630$5.54M0.25%+31,80913F-HRTimeline
DSG Capital Advisors, LLC44,476$5.48M0.78%+33,35713F-HRTimeline
Cornerstone Wealth Advisors, Inc.43,974$5.46M1.14%+32,20113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH43,806$5.44M1.19%+39,11513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT43,792$5.44M0.04%+32,02413F-HRTimeline
Stonebridge Capital Advisors LLC43,782$5.44M0.35%+32,38013F-HRTimeline
Central Pacific Bank - Trust Division43,772$5.44M0.55%+34,16013F-HRTimeline
LANARK FINANCIAL, INC.43,549$5.41M0.37%+32,62313F-HRTimeline
DAVIS R M INC43,336$5.38M0.08%+32,41413F-HRTimeline
GREAT LAKES ADVISORS, LLC43,268$5.37M0.04%+32,38113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,115$5.35M0.05%+32,68813F-HRTimelineGroup
Concord Investment Counsel Inc.43,657$5.34M1.46%new13F-HRTimeline
Verum Partners LLC42,571$5.29M0.8%+32,02313F-HRTimeline
McCarthy Asset Management, Inc.42,471$5.27M2.5%13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC42,397$5.26M1.97%+31,72213F-HRTimeline
VANCE WEALTH, LLC42,353$5.26M1.19%+31,33413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC42,269$5.25M0.3%+31,59613F-HRTimeline
Avior Wealth Management, LLC42,176$5.24M0.14%+30,99813F-HRTimeline
Segment Wealth Management, LLC42,136$5.23M0.27%+31,60213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…41,871$5.2M1.1%+31,40213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC41,693$5.18M0.25%+30,98613F-HRTimeline
HANCOCK WHITNEY CORP41,646$5.17M0.09%+23,41213F-HRTimeline
SilverOak Wealth Management LLC41,560$5.16M0.66%+31,17013F-HRTimeline
Atlas Brown,Inc.41,163$5.11M1.37%+30,68813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED40,983$5.09M0.31%+34,11113F-HRTimeline
Evanson Financial, LLC40,758$5.06M0.25%13F-HRTimeline
Key Financial Inc40,700$5.05M0.83%+30,28413F-HRTimeline
WEDBUSH SECURITIES INC40,687$5.05M0.13%+31,83513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…40,623$5.04M0.3%+30,45213F-HRTimeline
CRA Financial Services, LLC40,530$5.03M0.58%+30,59013F-HRTimeline
Capital Asset Advisory Services LLC40,308$5.01M0.18%+30,21813F-HRTimeline
Jupiter Topco LLCin group Janus Henderson40,191$4.99M<0.01%13F-HRTimelineGroup
Ellis Investment Partners, LLC39,922$4.96M0.75%+28,58613F-HRTimeline
Darwin Wealth Management, LLC39,829$4.95M1.35%+30,07413F-HRTimeline
Etesian Wealth Advisors, Inc.39,756$4.94M1.46%+29,72813F-HRTimeline
Aaron Wealth Advisors LLC39,718$4.93M0.25%+29,76713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC39,688$4.93M0.09%+29,76613F-HRTimeline
Tandem Financial, LLC39,682$4.93M1.59%+29,60113F-HRTimeline
Enclave Advisors LLC39,652$4.92M0.64%+29,73913F-HRTimeline
Diversified Portfolios, Inc.39,168$4.86M0.35%+29,54913F-HRTimeline
WILLNER & HELLER, LLC39,027$4.85M3.03%+29,26813F-HRTimeline
Sierra Capital LLC38,872$4.83M0.47%+29,15413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.38,816$4.82M1.12%+28,92413F-HRTimeline
PRIVATE TRUST CO NA38,475$4.78M0.38%+28,82213F-HRTimeline
Bouvel Investment Partners, LLC38,295$4.76M1.08%+28,69013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC38,191$4.74M0.32%+28,59013F-HRTimeline
Atwater Malick LLC38,168$4.74M1.03%+37,67613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…38,153$4.74M1.22%+28,59113F-HRTimeline
HighPoint Advisor Group LLC38,084$4.73M0.17%+27,91713F-HRTimeline
Regal Investment Advisors LLC38,081$4.73M0.25%+29,36113F-HRTimeline
Centerpoint Advisory Group38,009$4.72M2.99%+28,40713F-HRTimeline
BEAM WEALTH ADVISORS, INC.37,918$4.71M1.04%new13F-HR/ATimeline
RiverFront Investment Group, LLC37,804$4.69M0.06%+29,42313F-HRTimeline
CHILTON INVESTMENT CO INC.37,798$4.69M0.11%+30,40713F-HRTimeline
Guidance Point Advisors, LLC37,769$4.69M0.99%+28,25813F-HRTimeline
Capital Investment Advisors, LLC37,756$4.69M0.06%+28,23313F-HRTimeline
Qube Research & Technologies Ltd37,618$4.67M0.01%+36,32513F-HRTimeline
True Link Financial Advisors, LLC37,424$4.65M0.27%+27,68613F-HR/ATimeline
Columbus Macro, LLC37,329$4.64M0.45%+28,38613F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC36,929$4.59M2.98%+27,79413F-HRTimeline
Belpointe Asset Management LLC36,711$4.56M0.15%+28,03813F-HRTimeline
Gryphon Financial Partners LLC36,701$4.56M0.4%+28,06213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC36,643$4.55M0.42%+27,09513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,470$4.53M0.08%+27,22413F-HRTimeline
jvl associates llc36,448$4.53M1.28%+27,33613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC36,432$4.52M0.16%+27,32413F-HRTimeline
Friday Financial37,180$4.51M1.21%+28,85113F-HRTimeline
Clark & Stuart, Inc36,238$4.5M2.82%+27,18613F-HRTimeline
Bollard Group LLC36,092$4.48M0.14%+23,72913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC35,948$4.46M0.23%+26,81013F-HRTimeline
KINTRA WEALTH, LLC35,459$4.46M0.23%+28,16213F-HRTimeline
Aureum Wealth Management, LLC35,867$4.45M2.76%+27,75313F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC35,800$4.45M1.59%+26,67513F-HRTimeline
KDK Private Wealth Management, LLC35,727$4.44M3.68%+26,80513F-HRTimeline
Annex Advisory Services, LLC35,687$4.43M0.08%+26,87513F-HRTimeline
Evergreen Wealth Partners LLC35,566$4.42M2.65%+26,52813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC35,537$4.41M0.9%+29,29113F-HRTimeline
Retirement Planning Group, LLC35,471$4.4M0.11%+32,04413F-HRTimeline
GenWealth Group, Inc.35,423$4.4M0.69%+26,74213F-HRTimeline
Permanent Capital Management, LP35,109$4.36M0.58%+3013F-HRTimeline
Atlantic Edge Private Wealth Management…35,068$4.35M0.89%+26,30113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC35,822$4.35M0.08%+26,66613F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC35,001$4.35M2.16%+26,26513F-HRTimeline
Clarion Wealth Managment Partners, LLC34,983$4.34M3.51%+26,23813F-HRTimeline
DeLarme Wealth Management, Inc.34,794$4.32M2.51%+26,14013F-HRTimeline
Nolet Wealth Management, LLC34,688$4.31M2.38%+26,01613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC34,574$4.29M0.49%+25,82113F-HRTimeline
Quotient Wealth Partners, LLC34,500$4.28M0.1%+25,84613F-HRTimeline
Mainstream Capital Management LLC34,265$4.25M2.56%+25,57413F-HRTimeline
Founders Financial Alliance, LLC34,182$4.24M0.56%+25,60313F-HRTimeline
AdvisorNet Financial, Inc34,151$4.24M0.19%+25,55213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,120$4.24M<0.01%new13F-HRTimelineGroup
Wharton Business Group, LLC34,088$4.23M0.14%+25,53913F-HRTimeline
SVB WEALTH LLC34,040$4.23M0.27%+21,81613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC33,944$4.21M<0.01%+29,59813F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…33,736$4.19M<0.01%+11,15413F-HRTimelineGroup
HUB Investment Partners, LLC33,438$4.15M0.08%+26,98113F-HRTimeline
TD Waterhouse Canada Inc.33,750$4.15M0.01%+25,60813F-HRTimeline
Foundations Investment Advisors, LLC33,322$4.14M0.04%+25,35313F-HRTimeline
Clark Capital Management Group, Inc.33,284$4.13M0.02%+25,58513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC33,195$4.12M0.34%+24,84813F-HRTimeline
HORAN Wealth, LLC33,160$4.12M0.51%+16,69413F-HR/ATimeline
ANCHYRA PARTNERS LLC33,120$4.11M0.99%+25,60513F-HRTimeline
Stonebridge Financial Planning Group, L…33,033$4.1M1.31%+24,15613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC32,870$4.08M0.05%+26,90813F-HRTimelineGroup
Independence Bank of Kentucky32,781$4.07M0.46%+24,77813F-HRTimeline
FAS Wealth Partners, Inc.32,779$4.07M0.21%+24,49413F-HRTimeline
Quantum Portfolio Management LLC32,702$4.06M1.46%+24,06013F-HRTimeline
MAYPORT, LLC32,560$4.04M0.63%+24,42013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC32,361$4.02M2.41%+24,25313F-HRTimeline
GREENLEAF TRUST32,344$4.02M0.04%+24,80613F-HRTimeline
Towerpoint Wealth, LLC32,264$4.01M1.39%+23,60513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp32,209$4M0.17%+24,23113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.32,190$4M0.13%+29,58313F-HRTimeline
Summit Financial Strategies, Inc.32,107$3.99M0.28%+22,76913F-HRTimeline
Argyle Capital Partners, LLC32,103$3.99M2.51%+24,14413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC32,038$3.98M0.05%+39013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.32,001$3.97M0.03%+25,11113F-HR/ATimeline
Capital Investment Advisory Services, L…31,972$3.97M0.24%+29,57113F-HRTimeline
Sendero Wealth Management, LLC31,936$3.97M0.39%+23,23313F-HRTimeline
IFC Advisors LLC31,936$3.97M0.5%+23,95213F-HRTimeline
Noble Family Wealth, LLC31,880$3.96M0.71%+23,90513F-HRTimeline
Ducere Wealth Management LLC31,783$3.95M1.19%+18,73313F-HRTimeline
Goelzer Investment Management, Inc.31,750$3.94M0.17%+23,81713F-HRTimeline
Mechanics Bank Trust Department31,724$3.94M0.49%+23,74313F-HRTimeline
Strive Financial Group ,LLC31,507$3.91M1.7%+29,33913F-HR/ATimeline
Indivisible Partners31,463$3.91M0.22%+24,26913F-HRTimeline
Meridian Wealth Management, LLC31,049$3.89M0.12%+22,72813F-HRTimeline
TRUST POINT INC.31,231$3.88M0.33%+23,34213F-HRTimeline
PAX Financial Group, LLC31,204$3.87M0.58%+23,10413F-HRTimeline
Pachira Investments Inc.31,198$3.87M1.46%+23,40513F-HRTimeline
Retirement Management Systems Inc.31,155$3.87M0.79%+23,54813F-HRTimeline
Glass Jacobson Investment Advisors llc31,104$3.86M1.2%+23,38013F-HRTimeline
Goodman Financial Corp31,096$3.86M0.6%+23,32213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC30,886$3.84M0.08%+23,61013F-HRTimeline
Soltis Investment Advisors LLC30,881$3.83M0.22%+23,30413F-HRTimeline
InvesTrust30,824$3.83M1.47%+23,11813F-HRTimeline
MERIDIAN MANAGEMENT CO30,620$3.8M0.85%+22,96513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC30,562$3.79M0.81%+22,69213F-HRTimeline
Redhawk Wealth Advisors, Inc.30,483$3.79M0.37%+22,06813F-HRTimeline
Ausdal Financial Partners, Inc.30,470$3.78M0.15%+22,90713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC30,332$3.77M0.11%+22,74913F-HRTimelineGroup
Family Capital Management, Inc.30,330$3.77M1.46%+22,74813F-HRTimeline
Brightwater Advisory LLC30,268$3.76M2.37%+22,59913F-HRTimeline
CIBC Asset Management Inc30,138$3.74M0.01%+22,61013F-HRTimeline
Perennial Investment Advisors, LLC30,085$3.74M0.25%+22,49913F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC29,969$3.72M0.74%+22,68113F-HRTimeline
FIDUCIENT ADVISORS LLC29,962$3.72M0.53%+22,23613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…29,678$3.69M0.31%+21,53113F-HRTimelineGroup
Glenview Trust Co29,644$3.68M0.05%+22,28413F-HR/ATimeline
Bogart Wealth, LLC29,476$3.66M0.13%+22,13113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…29,240$3.63M0.31%13F-HRTimelineGroup
Kapstone Financial Advisors LLC29,236$3.63M1.52%+21,90313F-HRTimeline
Certified Advisory Corp29,088$3.61M0.29%+21,33213F-HRTimeline
Baron Financial Group, LLC29,072$3.61M1.72%+21,69413F-HRTimeline
Ehrenkranz Partners L.P.29,042$3.61M2.08%+21,68313F-HRTimeline
Klingman & Associates, LLC28,958$3.6M0.15%+21,72113F-HRTimeline
FIRST UNITED BANK & TRUST28,950$3.59M1.03%+21,68513F-HRTimeline
BURLING WEALTH PARTNERS, LLC28,943$3.59M0.53%+21,70713F-HRTimeline
Premier Path Wealth Partners, LLC28,890$3.59M0.41%+21,56813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …28,846$3.58M0.01%+21,32713F-HRTimelineGroup
Towercrest Capital Management28,805$3.58M0.5%+21,60413F-HRTimeline
MIDDLETON & CO INC/MA28,793$3.58M0.38%+21,52213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28,760$3.57M1.07%+21,58713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC28,717$3.57M0.14%+21,63013F-HRTimeline
Wealth Dimensions Group, Ltd.28,602$3.55M0.64%+20,68113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp28,597$3.55M0.06%+22,45313F-HRTimelineGroup
Frank, Rimerman Advisors LLC28,568$3.55M0.2%+21,42613F-HRTimeline
Biltmore Family Office, LLC28,464$3.53M0.46%+21,34813F-HRTimeline
Texas Bank & Trust Co28,463$3.53M1.16%+21,86913F-HRTimeline
ProVise Management Group, LLC28,428$3.53M0.24%+21,28213F-HRTimeline
Koshinski Asset Management, Inc.28,289$3.51M0.19%+22,27313F-HRTimeline
Q3 Asset Management28,262$3.51M0.64%new13F-HRTimeline
Ramirez Asset Management, Inc.28,200$3.5M0.36%+21,15013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.28,200$3.5M0.21%+21,15613F-HRTimeline
DAVENPORT & Co LLC28,198$3.5M0.02%+20,80513F-HRTimeline
GGM Financial LLC28,026$3.48M1.32%+22,20513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC27,972$3.47M0.56%+20,97913F-HRTimeline
Azimuth Capital Investment Management L…27,856$3.46M0.12%+20,77713F-HRTimeline
PKS Advisory Services, LLC27,783$3.45M0.55%+26,08413F-HRTimeline
SG Americas Securities, LLC27,747$3.44M<0.01%-4,18613F-HRTimeline
Lee, Kelleher & Klein Wealth Management27,706$3.44M1.8%+21,04313F-HRTimeline
First National Trust Co27,639$3.43M0.12%+20,66913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group27,528$3.42M0.32%+20,64513F-HRTimelineGroup
Verdence Capital Advisors LLC27,507$3.42M0.18%+15,99213F-HRTimeline
MBL Wealth, LLC27,468$3.41M0.23%+20,50013F-HRTimeline
CULLINAN ASSOCIATES INC27,460$3.41M0.26%+20,54513F-HRTimeline
Tilson Financial Group, Inc.27,440$3.41M0.94%+20,58313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,281$3.39M<0.01%+25,28513F-HRTimelineGroup
Focus Financial Network, Inc.27,091$3.36M0.1%+21,08013F-HRTimeline