Skip to content
Disclosery

IWF ISHARES TR

Follow

STOK (fund)

2,335 managers (2,358 13F filers) reported a position in IWF shares at 2025-09-30, 194,425,570 shares in all. 125 filers opened a position and 62 filers sold out during the quarter.

Managers
2,335
13F filers
2,358
New
125
Added
667
Reduced
883
Sold out
62
Shares held by filers
194,425,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Stonebridge Capital Advisors LLC11,238$5.26M0.38%-8013F-HRTimeline
AMI ASSET MANAGEMENT CORP11,186$5.24M0.29%-55,96813F-HRTimeline
American Trust11,173$5.23M0.44%-9,07513F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…11,106$5.2M1.28%-9513F-HRTimeline
Verum Partners LLC11,063$5.18M1.1%-8913F-HRTimeline
WESBANCO BANK INC11,020$5.16M0.14%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,986$5.15M0.27%+5813F-HRTimeline
GAMMA Investing LLC10,962$5.13M0.28%+50913F-HRTimeline
PRIVATE TRUST CO NA10,949$5.13M0.45%-6313F-HRTimeline
Clarius Group, LLC10,928$5.12M0.3%013F-HRTimeline
DAVIS R M INC10,926$5.12M0.09%+66413F-HRTimeline
Integrated Advisors Network LLC10,844$5.08M0.21%-2413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC10,834$5.07M2.11%+413F-HRTimeline
McCarthy Asset Management, Inc.10,794$5.06M3.25%-4413F-HRTimeline
True Link Financial Advisors, LLC10,733$5.03M0.32%-57513F-HRTimeline
BBR PARTNERS, LLC10,719$5.02M0.29%013F-HRTimeline
Cornerstone Wealth Group, LLC10,699$5.01M0.34%+24113F-HRTimeline
ADIRONDACK TRUST CO10,686$5.01M1.68%+55013F-HRTimeline
Clarion Wealth Managment Partners, LLC10,590$4.96M4.9%-10713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,564$4.95M0.3%+4,79413F-HRTimeline
Atlas Brown,Inc.10,547$4.94M1.46%-5113F-HRTimeline
Segment Wealth Management, LLC10,534$4.93M0.3%013F-HRTimeline
Etesian Wealth Advisors, Inc.10,487$4.91M1.62%-11613F-HRTimeline
Key Financial Inc10,409$4.9M0.91%-19713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,392$4.87M0.04%+59113F-HRTimeline
SilverOak Wealth Management LLC10,390$4.87M0.82%013F-HRTimeline
Aaron Wealth Advisors LLC10,378$4.86M0.29%-10,81013F-HRTimeline
Chicago Partners Investment Group LLC9,880$4.84M0.13%+313F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,246$4.8M1.31%-2,12413F-HRTimeline
Bouvel Investment Partners, LLC10,188$4.77M1.46%new13F-HRTimeline
Goodman Financial Corp10,117$4.74M0.92%013F-HRTimeline
Tandem Financial, LLC10,104$4.73M1.76%-14713F-HRTimeline
Evanson Asset Management, LLC10,101$4.73M0.27%+513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.10,101$4.73M1.3%-38613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC10,059$4.71M0.08%-24513F-HRTimeline
HANCOCK WHITNEY CORP9,955$4.66M0.08%-91213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,936$4.65M1.36%-1,96213F-HRTimeline
Enclave Advisors LLC9,913$4.64M0.71%013F-HRTimeline
WealthShield Partners, LLC9,910$4.64M0.53%-6713F-HRTimeline
Central Pacific Bank - Trust Division9,879$4.63M0.56%-32513F-HRTimeline
Diversified Portfolios, Inc.9,860$4.62M0.41%+1413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,817$4.6M0.28%+15113F-HRTimelineGroup
WEDBUSH SECURITIES INC9,789$4.58M0.15%+66213F-HRTimeline
Mainstream Capital Management LLC9,763$4.57M3.04%-34813F-HRTimeline
Sierra Capital LLC9,718$4.55M0.5%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,698$4.52M0.53%-1513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,649$4.52M0.3%-4613F-HRTimeline
PAX Financial Group, LLC9,633$4.51M0.81%-33913F-HRTimeline
WILLNER & HELLER, LLC9,580$4.49M3.45%-6013F-HRTimeline
AdvisorNet Financial, Inc9,555$4.48M0.25%-29513F-HRTimeline
World Investment Advisors9,541$4.47M0.09%+21413F-HRTimeline
GREAT LAKES ADVISORS, LLC9,538$4.47M0.04%-1,58013F-HRTimeline
Centerpoint Advisory Group9,533$4.47M3.48%+30513F-HRTimeline
Guidance Point Advisors, LLC9,517$4.46M1.08%-14113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,438$4.42M0.31%-74513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,426$4.42M1.74%-1,64813F-HRTimelineGroup
Vise Technologies, Inc.9,423$4.41M0.16%+3,75213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,396$4.4M0.14%-15213F-HRTimeline
Belpointe Asset Management LLC9,396$4.4M0.17%+1,07913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,308$4.37M0.09%-46913F-HRTimeline
Sendero Wealth Management, LLC9,325$4.37M0.51%013F-HRTimeline
MAYPORT, LLC9,300$4.36M0.94%013F-HRTimeline
Family Capital Management, Inc.9,279$4.35M2.08%-24513F-HRTimeline
Ausdal Financial Partners, Inc.9,276$4.34M0.21%+2,52713F-HRTimeline
Wharton Business Group, LLC9,249$4.33M0.19%-10013F-HRTimeline
Laird Norton Wetherby Wealth Management…9,222$4.32M0.18%-2,14113F-HRTimeline
Stonebridge Financial Planning Group, L…9,195$4.31M1.62%+113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,175$4.3M1.93%-18013F-HRTimeline
First National Trust Co9,172$4.3M0.15%-62113F-HRTimeline
KDK Private Wealth Management, LLC9,147$4.28M4.34%-16413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,146$4.28M0.1%+26813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,136$4.28M0.24%+68113F-HRTimeline
COURIER CAPITAL LLC9,123$4.27M0.24%-14813F-HRTimeline
jvl associates llc9,112$4.27M1.41%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,108$4.27M0.16%+22613F-HRTimeline
Fiduciary Wealth Partners, LLC9,081$4.25M1.79%-50813F-HRTimeline
CRA Financial Services, LLC9,080$4.25M0.58%-3713F-HRTimeline
Clark & Stuart, Inc9,035$4.23M3.03%-6013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,980$4.21M0.66%-25113F-HRTimeline
Annex Advisory Services, LLC8,969$4.2M0.09%+72113F-HRTimeline
Founders Financial Alliance, LLC8,889$4.16M0.78%-96213F-HRTimeline
Jordan Park Group LLC8,851$4.15M0.24%013F-HRTimeline
Savvy Advisors, Inc.8,843$4.14M0.19%+21313F-HRTimeline
Capital Investment Advisors, LLC8,839$4.14M0.07%+21713F-HRTimeline
Moloney Securities Asset Management, LLC8,827$4.13M0.49%+1,99913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,794$4.12M0.04%+11213F-HRTimelineGroup
GenWealth Group, Inc.8,770$4.11M0.76%-40713F-HRTimeline
Atlantic Edge Private Wealth Management…8,767$4.11M1.06%013F-HRTimeline
Permanent Capital Management, LP8,753$4.1M0.77%13F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC8,744$4.1M2.15%-48813F-HRTimeline
Darwin Wealth Management, LLC8,722$4.09M1.3%+8613F-HRTimeline
HARBOUR INVESTMENTS, INC.8,684$4.07M0.09%+64013F-HRTimeline
InvesTrust8,637$4.05M1.48%-52613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,600$4.03M0.19%-11413F-HRTimelineGroup
Noble Family Wealth, LLC8,580$4.02M0.89%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,578$4.02M0.41%-2,01913F-HRTimeline
Towerpoint Wealth, LLC8,571$4.01M1.64%-44213F-HRTimeline
Quotient Wealth Partners, LLC8,559$4.01M0.11%-26613F-HRTimeline
Capital Asset Advisory Services LLC8,528$3.99M0.17%-1,08613F-HRTimeline
Columbus Macro, LLC8,519$3.99M0.45%-31213F-HRTimeline
IFC Advisors LLC8,518$3.99M0.73%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,505$3.98M0.3%-3,54513F-HRTimeline
FAS Wealth Partners, Inc.8,434$3.95M0.27%-11513F-HRTimeline
Jackson Hole Capital Partners, LLC8,429$3.95M0.68%013F-HRTimeline
MERIDIAN MANAGEMENT CO8,390$3.93M1.05%-11213F-HRTimeline
Pachira Investments Inc.8,328$3.9M2.19%+713F-HRTimeline
RiverFront Investment Group, LLC8,326$3.9M0.07%+2,14613F-HRTimeline
Foundations Investment Advisors, LLC8,306$3.89M0.06%-1,13213F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC8,292$3.88M0.06%new13F-HRTimelineGroup
Mechanics Bank Trust Department8,290$3.88M0.55%-10513F-HRTimeline
HORAN Wealth, LLC8,249$3.86M0.61%new13F-HRTimeline
Meridian Wealth Management, LLC8,240$3.84M0.15%+19813F-HRTimeline
Sepio Capital, LP8,129$3.81M0.23%-11,69213F-HRTimeline
Frank, Rimerman Advisors LLC8,111$3.8M0.24%013F-HRTimeline
Leo Wealth, LLC8,102$3.8M0.49%-2613F-HRTimeline
Glass Jacobson Investment Advisors llc8,052$3.77M1.36%-2613F-HRTimeline
SeaCrest Wealth Management, LLC7,900$3.75M0.4%-6613F-HRTimeline
Summit Financial Strategies, Inc.8,004$3.75M0.32%+58513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,996$3.75M2.69%-113F-HRTimeline
Wealth Dimensions Group, Ltd.7,984$3.74M0.77%-7513F-HRTimeline
Brightwater Advisory LLC7,964$3.73M2.56%-32413F-HRTimeline
Wealthstream Advisors, Inc.7,963$3.73M0.56%-16913F-HRTimeline
Argyle Capital Partners, LLC7,927$3.71M2.66%-37413F-HRTimeline
Goelzer Investment Management, Inc.7,923$3.71M0.2%-13513F-HRTimeline
Certified Advisory Corp7,915$3.71M0.35%-11313F-HRTimeline
Premier Path Wealth Partners, LLC7,902$3.7M0.48%-57013F-HRTimeline
EVOKE WEALTH, LLC7,886$3.69M0.08%+2,66913F-HRTimeline
Weaver Capital Management LLC7,858$3.68M0.8%-5013F-HRTimeline
Elm Partners Management LLC7,849$3.68M0.15%new13F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,825$3.66M0.3%+67113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson7,808$3.66M<0.01%-4,23613F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,791$3.65M0.01%+8613F-HRTimelineGroup
FIDUCIENT ADVISORS LLC7,754$3.63M0.42%+34913F-HRTimeline
Sharkey, Howes & Javer7,677$3.6M0.46%+313F-HRTimeline
GREENLEAF TRUST7,645$3.58M0.03%-413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.7,645$3.58M0.37%-1,07313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…7,643$3.58M0.31%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST7,637$3.58M1.16%-2013F-HRTimeline
ProVise Management Group, LLC7,632$3.58M0.26%-14413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,623$3.57M0.09%+1,06913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,583$3.55M0.04%-10,25313F-HRTimelineGroup
Baron Financial Group, LLC7,578$3.55M1.94%-17313F-HRTimeline
ASPIRIANT, LLC7,571$3.55M0.11%-2,42513F-HRTimeline
Glenview Trust Co7,526$3.53M0.06%013F-HRTimeline
Highview Capital Management LLC/DE/7,477$3.5M1.29%new13F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC7,445$3.49M0.75%+11813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,398$3.47M0.06%+72713F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC7,391$3.46M0.05%+2,40513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,373$3.45M0.17%-21213F-HRTimeline
Perennial Investment Advisors, LLC7,372$3.45M0.29%-4913F-HRTimeline
Kapstone Financial Advisors LLC7,369$3.45M1.63%013F-HRTimeline
Azimuth Capital Investment Management L…7,342$3.44M0.12%-50013F-HRTimeline
Client First Capital LLC7,338$3.44M1.53%-39013F-HRTimeline
Biltmore Family Office, LLC7,332$3.43M0.49%-25013F-HRTimeline
Soltis Investment Advisors LLC7,289$3.41M0.24%+25613F-HRTimeline
MIDDLETON & CO INC/MA7,276$3.41M0.37%-513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,272$3.41M1.23%+313F-HR/ATimeline
Lee, Kelleher & Klein Wealth Management7,257$3.4M2.09%-25913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,243$3.39M0.41%-11013F-HRTimelineGroup
Qube Research & Technologies Ltd7,242$3.39M<0.01%+4,89513F-HRTimeline
Cove Private Wealth, LLC7,240$3.39M1.07%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,236$3.39M0.56%+5,13613F-HRTimeline
Clark Capital Management Group, Inc.7,207$3.38M0.02%+1,08913F-HRTimeline
Towercrest Capital Management7,201$3.37M0.54%013F-HRTimeline
DAVENPORT & Co LLC7,188$3.37M0.02%+45013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,182$3.36M0.72%-24413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,171$3.36M0.24%-5013F-HRTimeline
Midwest Professional Planners, LTD.7,134$3.34M0.82%-34313F-HRTimeline
Biondo Investment Advisors, LLC7,127$3.34M0.42%+18613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,124$3.34M-28Timeline
Vestmark Advisory Solutions, Inc.7,122$3.34M0.06%-5,09613F-HRTimeline
Regal Investment Advisors LLC7,111$3.33M0.22%+1,39813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,110$3.33M0.06%+3913F-HRTimelineGroup
CULLINAN ASSOCIATES INC7,100$3.33M0.22%-10013F-HRTimeline
NFSG Corp7,085$3.32M0.5%-9713F-HRTimeline
Trilogy Capital Inc.7,069$3.31M0.15%+16313F-HRTimeline
INSIGHT 2811, INC.7,068$3.31M1.48%-2613F-HRTimeline
Aprio Wealth Management, LLC7,063$3.31M0.33%-6313F-HRTimeline
HRT FINANCIAL LP7,063$3.31M0.01%new13F-HRTimeline
Dentgroup LLC7,061$3.31M2.14%-15913F-HRTimeline
Ramirez Asset Management, Inc.7,050$3.3M0.46%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC7,045$3.3M0.7%+5413F-HRTimeline
Redhawk Wealth Advisors, Inc.7,025$3.29M0.38%+69513F-HRTimeline
Focus Financial Network, Inc.7,024$3.29M0.12%+16113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,013$3.28M1.02%-2313F-HRTimeline
Texas Bank & Trust Co7,007$3.28M1.24%-25413F-HRTimeline
Woodline Partners LP6,999$3.28M0.02%-92013F-HRTimeline
Crewe Advisors LLC6,988$3.27M0.31%+42913F-HRTimeline
Granite Harbor Advisors, Inc.6,949$3.25M1.37%new13F-HRTimeline
Beaumont Financial Advisors, LLC6,936$3.25M0.22%+1613F-HRTimeline
Gryphon Financial Partners LLC6,918$3.24M0.37%-17813F-HRTimeline
Suncoast Equity Management6,913$3.24M0.32%-28813F-HRTimeline
Park Place Capital Corp6,888$3.23M0.68%-43613F-HRTimeline
Providence Capital Advisors, LLC6,871$3.22M0.56%-11013F-HRTimeline
Tilson Financial Group, Inc.6,870$3.22M1.06%-913F-HRTimeline
Ehrenkranz Partners L.P.6,821$3.2M2.8%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.6,727$3.15M0.05%new13F-HRTimelineGroup
General Partner, Inc.6,696$3.14M1.73%013F-HRTimeline
Cannell & Spears LLC6,653$3.12M0.06%-2013F-HRTimeline
Nikulski Financial, Inc.6,639$3.11M0.78%-7313F-HRTimeline