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Disclosery

IWF ISHARES TR

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STOK (fund)

2,202 managers (2,222 13F filers) reported a position in IWF shares at 2025-03-31, 202,646,058 shares in all. 89 filers opened a position and 153 filers sold out during the quarter.

Managers
2,202
13F filers
2,222
New
89
Added
628
Reduced
929
Sold out
153
Shares held by filers
202,646,058

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Redhawk Wealth Advisors, Inc.11,593$4.19M0.56%-20713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,571$4.18M0.21%+17213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp11,549$4.17M0.13%-30913F-HRTimelineGroup
Americana Partners, LLC11,539$4.17M0.16%-10,75513F-HRTimeline
Sage Mountain Advisors LLC11,488$4.15M0.31%+1,26413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…11,379$4.11M1.26%-9413F-HRTimeline
True Link Financial Advisors, LLC11,308$4.08M0.3%new13F-HRTimeline
Verum Partners LLC11,299$4.08M1.1%-18313F-HRTimeline
WESBANCO BANK INC11,267$4.07M0.14%+17013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC11,260$4.07M0.25%-26713F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…11,258$4.07M1.44%-12,88413F-HRTimeline
DSG Capital Advisors, LLC11,140$4.02M0.81%013F-HRTimeline
LEIGH BALDWIN & CO., LLC11,074$4M3.22%+2,90713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT11,052$3.99M0.04%-11,87313F-HRTimeline
AE Wealth Management LLC11,011$3.98M0.03%-7,87913F-HRTimeline
McCarthy Asset Management, Inc.10,987$3.97M2.87%-5913F-HRTimeline
Clarius Group, LLC10,961$3.96M0.25%+5,89813F-HRTimeline
Chicago Partners Investment Group LLC10,558$3.93M0.13%+62413F-HRTimeline
Stonebridge Capital Advisors LLC10,862$3.92M0.32%-9713F-HRTimeline
Azimuth Capital Investment Management L…10,854$3.92M0.16%-50013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC10,826$3.91M1.95%-2813F-HRTimeline
Cornerstone Wealth Group, LLC10,811$3.9M0.32%-53913F-HRTimeline
Atlas Brown,Inc.10,774$3.89M1.37%-5813F-HRTimeline
Quantum Portfolio Management LLC10,764$3.89M1.97%+46213F-HRTimeline
Darwin Wealth Management, LLC9,651$3.88M1.3%013F-HRTimeline
Etesian Wealth Advisors, Inc.10,713$3.87M1.67%-10613F-HRTimeline
WILLNER & HELLER, LLC10,594$3.83M3.54%-52213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,581$3.82M0.05%-2,52513F-HRTimelineGroup
Key Financial Inc10,568$3.82M0.83%-4913F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,553$3.81M1.4%-56,52913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,549$3.81M0.2%-33913F-HRTimeline
Segment Wealth Management, LLC10,534$3.8M0.26%013F-HRTimeline
McAdam, LLC10,482$3.78M0.23%-2,06713F-HRTimeline
PAX Financial Group, LLC10,431$3.77M0.67%-1,44413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,413$3.76M0.15%+2,74713F-HRTimelineGroup
Central Pacific Bank - Trust Division10,393$3.75M0.52%-56013F-HRTimeline
SilverOak Wealth Management LLC10,374$3.75M0.81%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.10,354$3.74M1.2%+32413F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC10,304$3.72M0.06%013F-HRTimeline
Mainstream Capital Management LLC10,293$3.72M2.94%-513F-HRTimeline
DAVIS R M INC10,274$3.71M0.07%+4613F-HRTimeline
Able Wealth Management LLC10,265$3.71M2.2%-39213F-HRTimeline
Northeast Financial Consultants Inc10,256$3.7M0.16%013F-HRTimeline
Diversified Portfolios, Inc.10,126$3.66M0.38%-12213F-HRTimeline
Goodman Financial Corp10,117$3.65M0.79%+1,20213F-HRTimeline
Evanson Asset Management, LLC10,100$3.65M0.26%+1,69513F-HRTimeline
Founders Financial Alliance, LLC10,068$3.64M0.88%-68213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,973$3.6M0.09%-53513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,950$3.59M0.04%+1,74213F-HRTimeline
Enclave Advisors LLC9,913$3.58M0.61%-1213F-HRTimeline
Pure Financial Advisors, LLC9,890$3.57M0.07%-88913F-HRTimeline
ASPIRIANT, LLC9,883$3.57M0.12%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,863$3.56M0.54%-31113F-HRTimeline
WealthShield Partners, LLC9,827$3.55M0.46%+30013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,798$3.54M0.5%-6313F-HRTimeline
Capital Asset Advisory Services LLC9,609$3.53M0.18%-62213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC9,744$3.52M0.16%-5,03613F-HRTimeline
GAMMA Investing LLC9,737$3.52M0.26%+27213F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC9,719$3.51M0.29%-23413F-HRTimeline
Sierra Capital LLC9,718$3.51M0.42%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,685$3.5M0.21%+11913F-HRTimeline
Guidance Point Advisors, LLC9,667$3.49M0.99%-49313F-HRTimeline
WEDBUSH SECURITIES INC9,665$3.49M0.13%+23213F-HRTimeline
SOL Capital Management CO9,647$3.48M0.38%+10913F-HRTimeline
Centerpoint Advisory Group9,622$3.47M3.42%-33213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,575$3.46M0.16%+1,93113F-HRTimelineGroup
Sendero Wealth Management, LLC9,564$3.45M0.48%+4113F-HRTimeline
Family Capital Management, Inc.9,529$3.44M2.12%-5013F-HRTimeline
ADIRONDACK TRUST CO9,502$3.43M1.34%+85013F-HRTimeline
BBR PARTNERS, LLC9,484$3.42M0.24%013F-HRTimeline
Stonebridge Financial Planning Group, L…9,484$3.42M1.56%-34413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,480$3.42M1.69%-2013F-HRTimeline
Corrigan Financial, Inc.9,428$3.4M0.7%+6813F-HRTimeline
Columbus Macro, LLC9,359$3.38M0.45%+83813F-HRTimeline
KDK Private Wealth Management, LLC9,310$3.36M3.83%-213F-HRTimeline
MAYPORT, LLC9,300$3.36M0.93%013F-HRTimeline
Wharton Business Group, LLC9,289$3.35M0.15%-66313F-HRTimeline
GenWealth Group, Inc.9,259$3.34M0.74%-7513F-HRTimeline
COURIER CAPITAL LLC9,158$3.31M0.22%+2,44213F-HRTimeline
InvesTrust9,146$3.3M0.9%-46913F-HRTimeline
Premier Path Wealth Partners, LLC9,138$3.3M0.51%-55713F-HRTimeline
Caliber Wealth Management, LLC / KS9,133$3.3M0.45%13F-HRTimeline
Towerpoint Wealth, LLC9,121$3.29M1.63%-54313F-HRTimeline
Pachira Investments Inc.9,104$3.28M2.31%-3,04713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC9,082$3.28M0.43%-28113F-HRTimeline
CRA Financial Services, LLC9,079$3.28M0.56%+9913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,026$3.26M0.27%+10213F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC8,969$3.24M0.14%013F-HRTimeline
Clark & Stuart, Inc8,902$3.21M2.34%+1013F-HRTimeline
Jordan Park Group LLC8,901$3.21M0.23%+54813F-HRTimeline
Glass Jacobson Investment Advisors llc7,988$3.21M1.05%013F-HRTimeline
Quotient Wealth Partners, LLC8,871$3.2M0.1%-2513F-HRTimeline
Fisher Asset Management, LLC8,841$3.19M<0.01%-1,16613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/8,839$3.19M1.52%-3,21213F-HRTimelineGroup
WOLVERINE TRADING, LLC8,824$3.18M0.1%+1,31013F-HRTimeline
RiverTree Advisors, LLC8,801$3.18M2.13%+1,04513F-HRTimeline
jvl associates llc8,777$3.17M1.28%013F-HRTimeline
Atlantic Edge Private Wealth Management…8,767$3.17M0.97%013F-HRTimeline
Permanent Capital Management, LP8,753$3.16M0.91%013F-HRTimeline
Argyle Capital Partners, LLC8,750$3.16M2.71%+29513F-HRTimeline
Mechanics Bank Trust Department8,715$3.15M0.43%-87713F-HRTimeline
First National Trust Co8,640$3.12M0.13%-1,35513F-HRTimeline
Park Place Capital Corp8,636$3.12M0.85%-49813F-HRTimeline
FAS Wealth Partners, Inc.8,625$3.11M0.25%-44613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,589$3.1M0.42%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,427$3.09M-618Timeline
FIDUCIARY FINANCIAL GROUP, LLC8,968$3.08M0.67%+2,03213F-HRTimeline
Capital Investment Advisors, LLC8,528$3.08M0.06%+98113F-HRTimeline
Belpointe Asset Management LLC8,522$3.08M0.16%-3913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,520$3.08M0.22%-32213F-HRTimeline
IFC Advisors LLC8,518$3.08M0.64%-21913F-HRTimeline
MERIDIAN MANAGEMENT CO8,502$3.07M0.95%013F-HR/ATimeline
Jackson Hole Capital Partners, LLC8,429$3.04M0.6%-1413F-HRTimeline
WEDGEWOOD PARTNERS INC7,588$3.03M0.61%+3,71413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brightwater Advisory LLC8,350$3.02M2.38%-12913F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC8,327$3.01M<0.01%+83313F-HR/ATimelineGroup
Kraft, Davis & Associates, LLC8,783$2.99M0.96%-11,37713F-HRTimeline
Wealthstream Advisors, Inc.8,267$2.99M0.56%-1013F-HRTimeline
World Investment Advisors8,251$2.98M0.08%-53213F-HRTimeline
Leo Wealth, LLC8,159$2.95M0.42%-2413F-HRTimeline
HARBOUR INVESTMENTS, INC.8,152$2.94M0.08%-16013F-HRTimeline
Perennial Investment Advisors, LLC8,121$2.93M0.33%+1,39513F-HRTimeline
Meridian Wealth Management, LLC8,117$2.93M0.14%-20113F-HRTimeline
Frank, Rimerman Advisors LLC8,111$2.93M0.23%013F-HRTimeline
Horan Securities, Inc.8,099$2.92M1.11%-113F-HRTimeline
Certified Advisory Corp8,072$2.91M0.33%-45613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,058$2.91M0.11%+1013F-HRTimeline
Goelzer Investment Management, Inc.8,053$2.91M0.17%-47213F-HR/ATimeline
SeaCrest Wealth Management, LLC8,029$2.9M0.33%-6513F-HRTimeline
Wealth Dimensions Group, Ltd.8,020$2.9M0.69%-25913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,010$2.89M0.38%+1,34613F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC7,990$2.89M2.41%013F-HR/ATimeline
MGO ONE SEVEN LLC7,975$2.88M0.11%-67013F-HRTimeline
Annex Advisory Services, LLC7,952$2.87M0.08%-20213F-HRTimeline
Baron Financial Group, LLC7,914$2.86M1.8%-35613F-HRTimeline
Weaver Capital Management LLC7,908$2.86M0.76%-10213F-HRTimeline
Sharkey, Howes & Javer7,896$2.85M0.41%-1,21313F-HRTimeline
ProVise Management Group, LLC7,889$2.85M0.24%-15013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,822$2.82M0.1%-95413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…7,779$2.81M0.28%-31613F-HRTimelineGroup
Soltis Investment Advisors LLC7,746$2.8M0.25%+18713F-HRTimeline
Revolve Wealth Partners, LLC7,742$2.8M0.4%+1,29513F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,737$2.79M0.19%+6,89313F-HRTimeline
FIRST UNITED BANK & TRUST7,727$2.79M1.04%-11313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,599$2.74M0.05%-1,99613F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,585$2.74M0.17%13F-HRTimeline
NFSG Corp7,571$2.73M0.66%-29513F-HRTimeline
Glenview Trust Co7,561$2.73M0.05%-19213F-HR/ATimeline
Lee, Kelleher & Klein Wealth Management7,558$2.73M2.01%-30313F-HRTimeline
GREENLEAF TRUST7,549$2.73M0.02%-80713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,496$2.71M0.65%-1413F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC7,482$2.7M0.68%+1913F-HRTimeline
Noble Family Wealth, LLC7,431$2.68M0.74%-77613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,429$2.68M0.33%+313F-HRTimeline
Kapstone Financial Advisors LLC7,412$2.68M1.51%-613F-HRTimeline
FIDUCIENT ADVISORS LLC7,401$2.67M0.33%+4413F-HRTimeline
Moss Adams Wealth Advisors LLC7,388$2.67M0.28%-1513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.7,367$2.66M0.46%-25113F-HRTimeline
Biltmore Family Office, LLC7,360$2.66M0.45%013F-HRTimeline
MIDDLETON & CO INC/MA7,326$2.65M0.31%-10013F-HRTimeline
Towercrest Capital Management7,325$2.65M0.5%-2,29913F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC7,298$2.64M0.36%+813F-HRTimeline
Texas Bank & Trust Co7,281$2.63M1.11%-51513F-HRTimeline
Sabal Trust CO7,267$2.62M0.15%-25313F-HRTimeline
INSIGHT 2811, INC.7,255$2.62M1.33%-38113F-HRTimeline
Custos Family Office, LLC7,251$2.62M0.93%-30213F-HRTimeline
Cove Private Wealth, LLC7,240$2.61M1.37%+19013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,214$2.61M0.22%-36613F-HRTimeline
Suncoast Equity Management7,201$2.6M0.29%013F-HRTimeline
CULLINAN ASSOCIATES INC7,200$2.6M0.18%013F-HRTimeline
Stephens Consulting, LLC7,180$2.59M0.65%013F-HRTimeline
GC Wealth Management RIA, LLC7,159$2.59M0.47%+25713F-HRTimeline
Empower Advisory Group, LLC7,130$2.57M0.01%-50313F-HRTimeline
James J. Burns & Company, LLC7,117$2.57M0.46%-66813F-HRTimeline
Meridian Wealth Advisors, LLC7,084$2.56M0.43%013F-HRTimeline
Aprio Wealth Management, LLC7,081$2.56M0.32%+213F-HRTimeline
Total Wealth Planning, LLC7,052$2.55M0.39%-21813F-HRTimeline
Ramirez Asset Management, Inc.7,050$2.55M0.53%013F-HRTimeline
Geneos Wealth Management Inc.7,049$2.55M0.04%+4,47313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,046$2.54M1.03%+13313F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,032$2.54M0.08%-2313F-HRTimeline
Beaumont Financial Advisors, LLC7,029$2.54M0.2%-5113F-HRTimeline
Snider Financial Group7,004$2.53M0.82%-8413F-HRTimeline
ELEMENT POINTE ADVISORS, LLC6,991$2.52M0.61%013F-HRTimeline
PFG Advisors6,976$2.52M0.14%-1,50613F-HRTimeline
Radnor Capital Management, LLC6,966$2.52M0.42%-43413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,920$2.5M1.08%-6013F-HRTimeline
Tilson Financial Group, Inc.6,918$2.5M0.99%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,914$2.5M-18Timeline
DAVENPORT & Co LLC6,899$2.49M0.01%+67513F-HRTimeline
Biondo Investment Advisors, LLC6,879$2.48M0.35%-96613F-HRTimeline
Sandy Spring Bank6,870$2.48M0.1%-9513F-HRTimeline
MONECO ADVISORS, LLC6,868$2.48M0.26%-25813F-HR/ATimeline
Nikulski Financial, Inc.6,858$2.48M0.75%-34613F-HRTimeline
Crewe Advisors LLC6,853$2.47M0.35%-24213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,068$2.47M0.02%-79413F-HRTimeline
Moloney Securities Asset Management, LLC6,819$2.46M0.33%+30613F-HRTimeline
Midwest Professional Planners, LTD.6,809$2.46M0.77%+3013F-HRTimeline
WIN ADVISORS, INC6,775$2.45M1.26%-14513F-HRTimeline
Alliance Wealth Management Group6,762$2.44M0.66%013F-HRTimeline