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Disclosery

IWF ISHARES TR

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STOK (fund)

2,290 managers (2,311 13F filers) reported a position in IWF shares at 2024-12-31, 200,497,366 shares in all. 135 filers opened a position and 61 filers sold out during the quarter.

Managers
2,290
13F filers
2,311
New
135
Added
684
Reduced
771
Sold out
61
Shares held by filers
200,497,366

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
STEVENS CAPITAL PARTNERS11,749$4.72M2.14%-10213F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,701$4.7M1.31%013F-HRTimeline
Embree Financial Group11,556$4.64M0.79%+513F-HRTimeline
Stonegate Investment Group, LLC11,554$4.64M0.12%+2713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC11,527$4.63M0.27%+513F-HRTimeline
Verum Partners LLC11,482$4.61M1.33%-3313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…11,473$4.61M1.43%+73913F-HRTimeline
SAX WEALTH ADVISORS, LLC11,454$4.6M0.36%+45613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,399$4.58M0.22%+37913F-HRTimeline
Azimuth Capital Investment Management L…11,354$4.56M0.18%-2,94813F-HRTimeline
Cornerstone Wealth Group, LLC11,350$4.56M0.37%-7313F-HRTimeline
Waterway Wealth Management, LLC11,347$4.56M2%+2,01913F-HRTimeline
DSG Capital Advisors, LLC11,140$4.47M0.81%13F-HRTimeline
Dynasty Wealth Management, LLC11,121$4.47M0.08%new13F-HRTimeline
WILLNER & HELLER, LLC11,116$4.46M3.91%-14913F-HRTimeline
WESBANCO BANK INC11,097$4.46M0.15%+513F-HRTimeline
McCarthy Asset Management, Inc.11,046$4.44M3.13%-4813F-HRTimeline
Stonebridge Capital Advisors LLC10,959$4.4M0.35%-33513F-HRTimeline
Central Pacific Bank - Trust Division10,953$4.4M0.58%+19113F-HRTimeline
Integrated Advisors Network LLC10,898$4.38M0.21%+1,01813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,888$4.37M0.23%+81813F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC10,854$4.36M2.12%+6813F-HRTimeline
Atlas Brown,Inc.10,832$4.35M1.49%-1213F-HRTimeline
Etesian Wealth Advisors, Inc.10,819$4.34M1.92%+4913F-HRTimeline
Pure Financial Advisors, LLC10,779$4.33M0.1%+93413F-HRTimeline
Founders Financial Alliance, LLC10,750$4.32M1.19%-26413F-HRTimeline
Able Wealth Management LLC10,657$4.28M2.81%-20913F-HRTimeline
Key Financial Inc10,617$4.26M0.97%+1813F-HRTimeline
Main Street Financial Solutions, LLC10,572$4.25M0.42%-1,18813F-HRTimeline
Segment Wealth Management, LLC10,534$4.23M0.29%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,551$4.23M0.35%-3,594,65213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,508$4.22M0.1%+8013F-HRTimeline
GREAT LAKES ADVISORS, LLC10,500$4.22M0.04%-1,46113F-HRTimeline
Capital Asset Advisory Services LLC10,231$4.17M0.21%-16913F-HRTimeline
SilverOak Wealth Management LLC10,374$4.17M0.9%013F-HRTimeline
Sepio Capital, LP10,325$4.15M0.33%-10,86113F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC10,304$4.14M0.06%013F-HRTimeline
Quantum Portfolio Management LLC10,302$4.14M2.22%+1313F-HRTimeline
Mainstream Capital Management LLC10,298$4.14M2.9%-23713F-HRTimeline
Northeast Financial Consultants Inc10,256$4.12M0.17%013F-HRTimeline
Diversified Portfolios, Inc.10,248$4.12M0.45%+16613F-HRTimeline
DAVIS R M INC10,228$4.11M0.08%-8013F-HRTimeline
Sage Mountain Advisors LLC10,224$4.11M0.3%-713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,174$4.09M0.61%-8413F-HR/ATimeline
Guidance Point Advisors, LLC10,160$4.08M1.15%+1,22213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.10,030$4.03M1.3%+27913F-HRTimeline
Fisher Asset Management, LLC10,007$4.02M<0.01%+2,65313F-HRTimeline
Chicago Partners Investment Group LLC9,934$4.02M0.13%-3213F-HRTimeline
First National Trust Co9,995$4.01M0.15%-7513F-HRTimeline
Centerpoint Advisory Group9,954$4M3.87%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,953$4M0.33%-54313F-HRTimeline
Wharton Business Group, LLC9,952$4M0.18%-11313F-HRTimeline
Enclave Advisors LLC9,925$3.99M0.66%-6513F-HRTimeline
ASPIRIANT, LLC9,883$3.97M0.14%+14113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,861$3.96M0.57%-25213F-HRTimeline
Stonebridge Financial Planning Group, L…9,828$3.95M1.76%+2,97413F-HRTimeline
Foundations Investment Advisors, LLC9,823$3.94M0.08%+39413F-HRTimeline
Sierra Capital LLC9,718$3.9M0.46%013F-HRTimeline
InvesTrust9,615$3.9M1.08%13F-HRTimeline
Premier Path Wealth Partners, LLC9,695$3.89M0.59%-24013F-HRTimeline
Towerpoint Wealth, LLC9,664$3.88M1.9%+37713F-HRTimeline
Darwin Wealth Management, LLC9,651$3.88M1.3%-66713F-HR/ATimeline
Towercrest Capital Management9,624$3.86M0.62%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,595$3.85M0.04%+2113F-HR/ATimelineGroup
Mechanics Bank Trust Department9,592$3.85M0.51%-55213F-HRTimeline
Family Capital Management, Inc.9,579$3.85M2.32%-25713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,566$3.84M0.23%+31813F-HRTimeline
SOL Capital Management CO9,538$3.83M0.43%+60813F-HRTimeline
WealthShield Partners, LLC9,527$3.83M0.54%-52513F-HRTimeline
Sendero Wealth Management, LLC9,523$3.82M0.57%-4413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,500$3.82M1.81%-25013F-HRTimeline
EQUITABLE TRUST CO9,495$3.81M0.21%new13F-HRTimeline
BBR PARTNERS, LLC9,484$3.81M0.27%-67913F-HRTimeline
GAMMA Investing LLC9,465$3.8M0.32%+1,97813F-HRTimeline
WEDBUSH SECURITIES INC9,433$3.79M0.14%+74613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC9,363$3.76M0.47%+7513F-HRTimeline
Corrigan Financial, Inc.9,360$3.76M0.86%-7713F-HRTimeline
GenWealth Group, Inc.9,334$3.75M0.85%-1,07813F-HRTimeline
KDK Private Wealth Management, LLC9,312$3.74M3.88%13F-HRTimeline
MAYPORT, LLC9,300$3.73M1.1%013F-HRTimeline
Park Place Capital Corp9,134$3.67M1.03%-93413F-HRTimeline
Sharkey, Howes & Javer9,109$3.66M0.51%013F-HRTimeline
FAS Wealth Partners, Inc.9,071$3.64M0.31%-24313F-HRTimeline
CRA Financial Services, LLC8,980$3.61M0.62%-16013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC8,969$3.6M0.16%-17013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,045$3.6M+139Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC8,924$3.58M0.3%+20513F-HRTimelineGroup
Goodman Financial Corp8,915$3.58M0.76%013F-HRTimeline
Quotient Wealth Partners, LLC8,896$3.57M0.12%-7213F-HRTimeline
Clark & Stuart, Inc8,892$3.57M2.61%13F-HRTimeline
Fairhaven Wealth Management, LLC8,890$3.57M1.12%+1613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,842$3.55M0.23%013F-HRTimeline
World Investment Advisors8,783$3.53M0.1%+4,06413F-HRTimeline
jvl associates llc8,777$3.52M1.34%-1313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,776$3.52M0.12%-7413F-HRTimeline
Atlantic Edge Private Wealth Management…8,767$3.52M1.09%013F-HRTimeline
Permanent Capital Management, LP8,753$3.52M1.09%13F-HRTimeline
IFC Advisors LLC8,737$3.51M0.76%13F-HRTimeline
ADIRONDACK TRUST CO8,652$3.47M1.33%+82313F-HRTimeline
MGO ONE SEVEN LLC8,645$3.47M0.13%-39313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,589$3.45M0.46%-12413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,576$3.44M0.26%+4,33313F-HRTimeline
Certified Advisory Corp8,528$3.42M0.37%-1313F-HRTimeline
Goelzer Investment Management, Inc.8,525$3.42M0.2%-6,85713F-HRTimeline
Columbus Macro, LLC8,521$3.42M0.47%new13F-HRTimeline
MERIDIAN MANAGEMENT CO8,502$3.41M0.9%-85213F-HRTimeline
PFG Advisors8,482$3.41M0.21%-1,48613F-HRTimeline
Brightwater Advisory LLC8,479$3.4M2.67%-42813F-HRTimeline
Argyle Capital Partners, LLC8,455$3.4M2.91%13F-HRTimeline
Jackson Hole Capital Partners, LLC8,443$3.39M0.68%013F-HRTimeline
Evanson Asset Management, LLC8,405$3.38M0.23%-1,67513F-HRTimeline
Financial Advocates Investment Manageme…8,381$3.37M0.19%+60513F-HRTimeline
GREENLEAF TRUST8,356$3.36M0.03%+23513F-HRTimeline
Jordan Park Group LLC8,353$3.35M0.25%+113F-HRTimeline
Meridian Wealth Management, LLC8,318$3.34M0.16%-11113F-HRTimeline
HARBOUR INVESTMENTS, INC.8,312$3.34M0.1%+26013F-HRTimeline
Noble Family Wealth, LLC8,207$3.33M0.92%-68413F-HRTimeline
Wealth Dimensions Group, Ltd.8,279$3.32M0.81%-44313F-HRTimeline
Wealthstream Advisors, Inc.8,277$3.32M0.61%-44013F-HRTimeline
Baron Financial Group, LLC8,270$3.32M2.06%-14013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP8,231$3.31M0.01%+7,07013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,208$3.3M0.03%+2,01813F-HRTimeline
Leo Wealth, LLC8,183$3.29M0.29%-34713F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,129$3.28M1.04%-5513F-HRTimeline
LEIGH BALDWIN & CO., LLC8,167$3.28M2.77%13F-HR/ATimeline
Annex Advisory Services, LLC8,154$3.27M0.1%-15213F-HRTimeline
Frank, Rimerman Advisors LLC8,111$3.26M0.24%013F-HRTimeline
Horan Securities, Inc.8,100$3.25M1.23%+513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…8,095$3.25M0.32%+6913F-HRTimelineGroup
SeaCrest Wealth Management, LLC8,094$3.25M0.34%-68413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,048$3.23M0.12%+91713F-HRTimeline
ProVise Management Group, LLC8,039$3.23M0.28%-94613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,011$3.22M<0.01%-41,14413F-HRTimelineGroup
Weaver Capital Management LLC8,010$3.22M0.9%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,990$3.21M2.72%+50013F-HRTimeline
Glass Jacobson Investment Advisors llc7,988$3.21M1.05%-16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Granite Investment Partners, LLC7,962$3.2M0.14%+7,68013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,862$3.17M0.03%-98513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC7,893$3.17M1.04%+59513F-HRTimeline
NFSG Corp7,866$3.16M0.81%+45413F-HRTimeline
Lee, Kelleher & Klein Wealth Management7,861$3.16M2.25%13F-HRTimeline
Biondo Investment Advisors, LLC7,845$3.15M0.43%+17413F-HRTimeline
FIRST UNITED BANK & TRUST7,840$3.15M1.14%-13613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,823$3.14M0.24%-5,87813F-HRTimeline
Texas Bank & Trust Co7,796$3.13M1.29%13F-HRTimeline
Belpointe Asset Management LLC8,561$3.13M0.19%+20213F-HRTimeline
James J. Burns & Company, LLC7,785$3.13M0.54%-19813F-HRTimeline
RiverTree Advisors, LLC7,756$3.11M2.05%new13F-HRTimeline
Glenview Trust Co7,753$3.11M0.06%-4813F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD7,698$3.09M<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,666$3.08M0.13%+1,28513F-HRTimelineGroup
Zions Bancorporation, N.A.7,646$3.07M0.19%-9213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,644$3.07M0.2%+1013F-HRTimelineGroup
INSIGHT 2811, INC.7,636$3.07M1.58%-34813F-HRTimeline
VANCE WEALTH, LLC7,634$3.07M1.18%-19713F-HRTimeline
Empower Advisory Group, LLC7,633$3.07M0.01%-54413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.7,618$3.06M0.51%-21513F-HRTimeline
WOLVERINE TRADING, LLC7,514$3.04M0.07%+5,03713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,580$3.04M0.25%-16613F-HRTimeline
Kapstone Financial Advisors LLC7,418$3.04M1.62%013F-HRTimeline
Soltis Investment Advisors LLC7,559$3.04M0.28%-9013F-HRTimeline
Custos Family Office, LLC7,553$3.03M1.06%-1,25113F-HRTimeline
Capital Investment Advisors, LLC7,547$3.03M0.06%-55413F-HRTimeline
Sabal Trust CO7,520$3.02M0.17%-5013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,510$3.02M0.72%-10713F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC7,494$3.01M<0.01%-97113F-HR/ATimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC7,463$3M0.72%-7213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,426$2.98M0.35%-28313F-HRTimeline
MIDDLETON & CO INC/MA7,426$2.98M0.33%-19913F-HRTimeline
Moss Adams Wealth Advisors LLC7,403$2.97M0.31%-2113F-HRTimeline
Radnor Capital Management, LLC7,400$2.97M0.5%-3,62113F-HRTimeline
Biltmore Family Office, LLC7,360$2.96M0.5%-6513F-HRTimeline
Client First Capital LLC7,358$2.95M1.52%+66313F-HRTimeline
FIDUCIENT ADVISORS LLC7,357$2.95M0.36%-47313F-HRTimeline
Almanack Investment Partners, LLC.7,328$2.94M0.45%-513F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC7,290$2.93M0.37%-4,00413F-HRTimeline
Total Wealth Planning, LLC7,270$2.92M0.45%-19013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.7,240$2.91M2.3%-17813F-HRTimeline
Nikulski Financial, Inc.7,204$2.89M0.85%-18,35113F-HRTimeline
Suncoast Equity Management7,201$2.89M0.32%013F-HRTimeline
CULLINAN ASSOCIATES INC7,200$2.89M0.19%013F-HRTimeline
Stephens Consulting, LLC7,180$2.88M0.72%-5713F-HRTimeline
MONECO ADVISORS, LLC7,126$2.86M0.3%+15113F-HR/ATimeline
Crewe Advisors LLC7,095$2.85M0.39%-30013F-HRTimeline
Snider Financial Group7,088$2.85M0.88%new13F-HRTimeline
Meridian Wealth Advisors, LLC7,084$2.84M0.47%+513F-HRTimeline
Beaumont Financial Advisors, LLC7,080$2.84M0.21%-2713F-HRTimeline
Aprio Wealth Management, LLC7,079$2.84M0.41%-3113F-HRTimeline
Latitude Advisors, LLC7,068$2.84M1.6%+4,74613F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,055$2.83M0.09%+3,37513F-HRTimeline
Ramirez Asset Management, Inc.7,050$2.83M0.57%013F-HRTimeline
Cove Private Wealth, LLC7,050$2.83M1.7%+6,11513F-HRTimeline
CoreCap Advisors, LLC7,033$2.82M0.13%-61613F-HRTimeline
ELEMENT POINTE ADVISORS, LLC6,991$2.81M0.66%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,980$2.8M1.18%-8513F-HRTimeline
Sandy Spring Bank6,965$2.8M0.11%-12113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,932$2.78M+45Timeline
WIN ADVISORS, INC6,920$2.78M1.34%new13F-HRTimeline
Tilson Financial Group, Inc.6,918$2.78M1.13%-2713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,913$2.78M1.18%-1613F-HRTimeline