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Disclosery

IWF ISHARES TR

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STOK (fund)

2,280 managers (2,303 13F filers) reported a position in IWF shares at 2025-06-30, 197,179,133 shares in all. 165 filers opened a position and 79 filers sold out during the quarter.

Managers
2,280
13F filers
2,303
New
165
Added
697
Reduced
836
Sold out
79
Shares held by filers
197,179,133

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OKABENA INVESTMENT SERVICES INC11,701$4.97M1.1%013F-HRTimeline
Stonegate Investment Group, LLC11,554$4.91M0.12%-13913F-HRTimeline
VANCE WEALTH, LLC11,398$4.84M1.63%+5,00913F-HRTimeline
Laird Norton Wetherby Wealth Management…11,363$4.82M0.21%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,360$4.82M0.06%+77913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.11,328$4.81M0.23%-17,84913F-HRTimeline
Stonebridge Capital Advisors LLC11,318$4.81M0.36%+45613F-HRTimeline
True Link Financial Advisors, LLC11,308$4.8M0.33%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…11,201$4.76M1.28%-17813F-HRTimeline
Verum Partners LLC11,152$4.73M1.09%-14713F-HRTimeline
DSG Capital Advisors, LLC11,140$4.73M0.84%013F-HRTimeline
GREAT LAKES ADVISORS, LLC11,118$4.72M0.04%-1,49413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/11,074$4.7M1.97%+2,23513F-HR/ATimelineGroup
WESBANCO BANK INC11,020$4.68M0.14%-24713F-HRTimeline
PRIVATE TRUST CO NA11,012$4.68M0.45%-95013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,928$4.64M0.26%-33213F-HRTimeline
Clarius Group, LLC10,928$4.64M0.27%-3313F-HRTimeline
Quantum Portfolio Management LLC10,880$4.62M2.2%+11613F-HRTimeline
Integrated Advisors Network LLC10,868$4.61M0.21%-81813F-HRTimeline
HANCOCK WHITNEY CORP10,867$4.61M0.09%+6,48913F-HRTimeline
McCarthy Asset Management, Inc.10,838$4.6M3.13%-14913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC10,830$4.6M2.11%+413F-HRTimeline
SAXON INTERESTS, INC.12,635$4.56M2.13%013F-HRTimeline
BBR PARTNERS, LLC10,719$4.55M0.28%+1,23513F-HRTimeline
Clarion Wealth Managment Partners, LLC10,697$4.54M4.98%13F-HRTimeline
Key Financial Inc10,606$4.5M0.91%+3813F-HRTimeline
Etesian Wealth Advisors, Inc.10,603$4.5M1.68%-11013F-HRTimeline
Atlas Brown,Inc.10,598$4.5M1.44%-17613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC10,597$4.5M0.55%+2,00813F-HRTimeline
Segment Wealth Management, LLC10,534$4.47M0.28%013F-HRTimeline
EQUITABLE TRUST CO10,529$4.47M0.22%-1,16013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD10,516$4.46M0.01%-1,86613F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.10,487$4.45M1.32%+13313F-HRTimeline
Cornerstone Wealth Group, LLC10,458$4.44M0.33%-35313F-HRTimeline
GAMMA Investing LLC10,453$4.44M0.28%+71613F-HRTimeline
SilverOak Wealth Management LLC10,390$4.41M0.83%+1613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC10,304$4.38M0.07%013F-HRTimeline
DAVIS R M INC10,262$4.36M0.08%-1213F-HRTimeline
Northeast Financial Consultants Inc10,255$4.35M0.18%-113F-HRTimeline
Tandem Financial, LLC10,251$4.35M4.09%-8,71913F-HRTimeline
Central Pacific Bank - Trust Division10,204$4.33M0.55%-18913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,183$4.32M0.34%+3,81113F-HRTimeline
Chicago Partners Investment Group LLC9,877$4.31M0.12%-68113F-HRTimeline
ADIRONDACK TRUST CO10,136$4.3M1.56%+63413F-HRTimeline
Goodman Financial Corp10,117$4.3M0.86%013F-HRTimeline
Mainstream Capital Management LLC10,111$4.29M3.12%-18213F-HRTimeline
Evanson Asset Management, LLC10,096$4.29M0.27%-413F-HRTimeline
ASPIRIANT, LLC9,996$4.24M0.13%+11313F-HRTimeline
WealthShield Partners, LLC9,977$4.24M0.51%+15013F-HRTimeline
PAX Financial Group, LLC9,972$4.23M0.81%-45913F-HRTimeline
Enclave Advisors LLC9,913$4.21M0.68%013F-HRTimeline
Founders Financial Alliance, LLC9,851$4.18M0.95%-21713F-HRTimeline
AdvisorNet Financial, Inc9,850$4.18M0.27%-5,06513F-HRTimeline
Diversified Portfolios, Inc.9,846$4.18M0.4%-28013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,846$4.18M0.2%-70313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT9,801$4.16M0.04%-1,25113F-HRTimeline
First National Trust Co9,793$4.16M0.16%+1,15313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,777$4.15M0.09%-19613F-HRTimeline
Sierra Capital LLC9,718$4.13M0.48%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,713$4.12M0.53%-8513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,695$4.12M0.3%-2413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,666$4.1M0.28%+64013F-HRTimelineGroup
Guidance Point Advisors, LLC9,658$4.1M1.05%-913F-HRTimeline
WILLNER & HELLER, LLC9,640$4.09M3.45%-95413F-HRTimeline
Fiduciary Wealth Partners, LLC9,589$4.07M3.83%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,548$4.05M0.14%+1,49013F-HRTimeline
Family Capital Management, Inc.9,524$4.04M2.12%-513F-HRTimeline
Capital Asset Advisory Services LLC9,614$4.04M0.19%+513F-HRTimeline
Foundations Investment Advisors, LLC9,438$4.01M0.06%-31,88613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,355$3.97M1.87%-12513F-HRTimeline
Wharton Business Group, LLC9,349$3.97M0.17%+6013F-HRTimeline
World Investment Advisors9,327$3.96M0.09%+1,07613F-HRTimeline
Sendero Wealth Management, LLC9,325$3.96M0.49%-23913F-HR/ATimeline
KDK Private Wealth Management, LLC9,311$3.95M4.22%+113F-HRTimeline
MAYPORT, LLC9,300$3.95M0.95%013F-HRTimeline
COURIER CAPITAL LLC9,271$3.94M0.24%+11313F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC9,232$3.92M2.79%+5,13813F-HRTimeline
Centerpoint Advisory Group9,228$3.92M3.4%-39413F-HRTimeline
Stonebridge Financial Planning Group, L…9,194$3.9M1.63%-29013F-HRTimeline
GenWealth Group, Inc.9,177$3.9M0.79%-8213F-HRTimeline
InvesTrust9,163$3.89M1.5%+1713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,231$3.88M0.7%+26313F-HRTimeline
WEDBUSH SECURITIES INC9,127$3.88M0.14%-53813F-HRTimeline
CRA Financial Services, LLC9,117$3.87M0.59%+3813F-HRTimeline
jvl associates llc9,112$3.87M1.39%+33513F-HRTimeline
Clark & Stuart, Inc9,095$3.86M2.91%+19313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,054$3.84M0.01%+3,78113F-HRTimelineGroup
Towerpoint Wealth, LLC9,013$3.83M1.7%-10813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC8,882$3.77M0.15%-8713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,878$3.77M0.1%+1,05613F-HRTimeline
GC Wealth Management RIA, LLC8,854$3.76M0.31%+1,69513F-HRTimeline
Jordan Park Group LLC8,851$3.76M0.24%-5013F-HRTimeline
Columbus Macro, LLC8,831$3.75M0.46%-52813F-HRTimeline
Quotient Wealth Partners, LLC8,825$3.75M0.11%-4613F-HRTimeline
MERIDIAN MANAGEMENT CO8,502$3.74M1.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…8,767$3.72M1.02%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.8,718$3.7M0.41%+1,28913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,714$3.7M0.16%-86113F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,682$3.69M0.06%+1,08313F-HRTimelineGroup
Darwin Wealth Management, LLC8,636$3.67M1.27%-1,01513F-HRTimeline
Savvy Advisors, Inc.8,630$3.66M0.24%+1,86813F-HRTimeline
Capital Investment Advisors, LLC8,622$3.66M0.07%+9413F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,584$3.64M<0.01%-4,67013F-HRTimelineGroup
Noble Family Wealth, LLC8,580$3.64M0.89%+1,14913F-HRTimeline
FAS Wealth Partners, Inc.8,549$3.63M0.27%-7613F-HRTimeline
IFC Advisors LLC8,518$3.62M0.68%013F-HRTimeline
Premier Path Wealth Partners, LLC8,472$3.6M0.5%-66613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,455$3.59M0.21%-6513F-HRTimeline
Jackson Hole Capital Partners, LLC8,429$3.58M0.66%013F-HRTimeline
Mechanics Bank Trust Department8,395$3.56M0.51%-32013F-HRTimeline
Pachira Investments Inc.8,321$3.53M2.67%-78313F-HRTimeline
Belpointe Asset Management LLC8,317$3.53M0.15%-20513F-HRTimeline
Argyle Capital Partners, LLC8,301$3.52M2.9%-44913F-HRTimeline
Brightwater Advisory LLC8,288$3.52M2.53%-6213F-HR/ATimeline
Annex Advisory Services, LLC8,248$3.5M0.08%+29613F-HRTimeline
MGO ONE SEVEN LLC8,140$3.46M0.11%+16513F-HRTimeline
Wealthstream Advisors, Inc.8,132$3.45M0.57%-13513F-HRTimeline
Leo Wealth, LLC8,128$3.45M0.27%-3113F-HRTimeline
Frank, Rimerman Advisors LLC8,111$3.44M0.23%013F-HRTimeline
Horan Securities, Inc.8,105$3.44M1.21%+613F-HRTimeline
Glass Jacobson Investment Advisors llc8,078$3.43M1.32%+9013F-HRTimeline
Wealth Dimensions Group, Ltd.8,059$3.42M0.75%+3913F-HRTimeline
Goelzer Investment Management, Inc.8,058$3.42M0.19%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.8,044$3.42M0.09%-10813F-HRTimeline
Meridian Wealth Management, LLC8,042$3.41M0.15%-7513F-HRTimeline
Certified Advisory Corp8,028$3.41M0.35%-4413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,997$3.4M2.71%+713F-HRTimeline
SeaCrest Wealth Management, LLC7,966$3.38M0.37%-6313F-HRTimeline
Woodline Partners LP7,919$3.36M0.02%new13F-HRTimeline
Weaver Capital Management LLC7,908$3.36M0.83%013F-HRTimeline
Azimuth Capital Investment Management L…7,842$3.33M0.12%-3,01213F-HRTimeline
ProVise Management Group, LLC7,776$3.3M0.26%-11313F-HRTimeline
Baron Financial Group, LLC7,751$3.29M1.93%-16313F-HRTimeline
Client First Capital LLC7,728$3.28M1.54%-14,56413F-HRTimeline
Empower Advisory Group, LLC7,705$3.27M0.01%+57513F-HRTimeline
Sharkey, Howes & Javer7,674$3.26M0.44%-22213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC7,666$3.25M0.19%+6,90013F-HRTimeline
FIRST UNITED BANK & TRUST7,657$3.25M1.13%-7013F-HRTimeline
GREENLEAF TRUST7,649$3.25M0.03%+10013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…7,643$3.25M0.3%-13613F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,585$3.22M0.17%013F-HRTimeline
Biltmore Family Office, LLC7,582$3.22M0.54%+22213F-HRTimeline
TWO SIGMA SECURITIES, LLC7,544$3.2M0.4%+5,99013F-HRTimeline
Glenview Trust Co7,526$3.2M0.06%-3513F-HRTimeline
Lee, Kelleher & Klein Wealth Management7,516$3.19M2.12%-4213F-HRTimeline
Colony Family Offices, LLC7,490$3.18M0.82%+3,74513F-HRTimeline
Midwest Professional Planners, LTD.7,477$3.17M0.84%+66813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,426$3.15M0.71%-7013F-HRTimeline
Perennial Investment Advisors, LLC7,421$3.15M0.31%-70013F-HRTimeline
Summit Financial Strategies, Inc.7,419$3.15M0.29%+1,38713F-HRTimeline
FIDUCIENT ADVISORS LLC7,405$3.14M0.38%+413F-HRTimeline
Kapstone Financial Advisors LLC7,369$3.13M1.56%-4313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,353$3.12M0.39%-65713F-HRTimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC7,327$3.11M0.72%-15513F-HRTimeline
Fermata Advisors, LLC7,288$3.09M0.83%-43,93713F-HRTimeline
MIDDLETON & CO INC/MA7,281$3.09M0.35%-4513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,269$3.09M1.22%+34913F-HRTimeline
Texas Bank & Trust Co7,261$3.08M1.23%-2013F-HRTimeline
Park Place Capital Corp7,324$3.08M0.7%-1,31213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,245$3.08M0.03%-2,70513F-HRTimeline
Cove Private Wealth, LLC7,240$3.07M1.08%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,221$3.07M0.24%+713F-HRTimeline
Dentgroup LLC7,220$3.07M2.13%+1,56813F-HRTimeline
Towercrest Capital Management7,201$3.06M0.55%-12413F-HRTimeline
Suncoast Equity Management7,201$3.06M0.31%013F-HR/ATimeline
CULLINAN ASSOCIATES INC7,200$3.06M0.2%013F-HRTimeline
NFSG Corp7,182$3.05M0.49%-38913F-HRTimeline
Stephens Consulting, LLC7,170$3.04M0.73%-1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,154$3.04M0.29%+2,19413F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding7,152$3.04M+238Timeline
Aprio Wealth Management, LLC7,126$3.03M0.34%+4513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,100$3.01M0.24%+2,05013F-HRTimeline
Gryphon Financial Partners LLC7,096$3.01M0.39%+54713F-HRTimeline
INSIGHT 2811, INC.7,094$3.01M1.43%-16113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,071$3M0.07%new13F-HRTimelineGroup
Betterment LLC7,070$3M0.01%+32413F-HRTimeline
James J. Burns & Company, LLC7,055$3M0.49%-6213F-HRTimeline
Ramirez Asset Management, Inc.7,050$2.99M0.45%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,036$2.99M1.1%-1013F-HRTimeline
Soltis Investment Advisors LLC7,033$2.99M0.23%-71313F-HRTimeline
Snider Financial Group7,015$2.98M0.86%+1113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC6,991$2.97M0.72%013F-HRTimeline
Providence Capital Advisors, LLC6,981$2.96M0.54%+1,87313F-HRTimeline
Biondo Investment Advisors, LLC6,941$2.95M0.39%+6213F-HRTimeline
Beaumont Financial Advisors, LLC6,920$2.94M0.21%-10913F-HRTimeline
Trilogy Capital Inc.6,906$2.93M0.14%+24613F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,905$2.93M<0.01%-1,42213F-HRTimelineGroup
Tilson Financial Group, Inc.6,879$2.92M1.1%-3913F-HRTimeline
Quantbot Technologies LP6,872$2.92M0.07%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,866$2.92M0.09%-16613F-HRTimeline
Focus Financial Network, Inc.6,863$2.91M0.12%+65913F-HRTimeline
Moloney Securities Asset Management, LLC6,828$2.9M0.36%+913F-HRTimeline
Radnor Capital Management, LLC6,816$2.89M0.46%-15013F-HRTimeline
Custos Family Office, LLC6,808$2.89M0.92%-44313F-HRTimeline
Meridian Wealth Advisors, LLC6,768$2.87M0.45%-31613F-HRTimeline
Ausdal Financial Partners, Inc.6,749$2.87M0.19%+87813F-HRTimeline
DAVENPORT & Co LLC6,738$2.86M0.02%-16113F-HRTimeline
Able Wealth Management LLC6,722$2.85M1.44%-3,54313F-HRTimeline
Nikulski Financial, Inc.6,712$2.85M0.78%-14613F-HRTimeline
General Partner, Inc.6,696$2.84M1.67%013F-HRTimeline