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Disclosery

IWF ISHARES TR

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STOK (fund)

2,509 managers (2,534 13F filers) reported a position in IWF shares at 2025-12-31, 200,369,611 shares in all. 108 filers opened a position and 76 filers sold out during the quarter.

Managers
2,509
13F filers
2,534
New
108
Added
752
Reduced
884
Sold out
76
Shares held by filers
200,369,611

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Granite Investment Partners, LLC12,242$5.79M0.34%+11,96013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD12,160$5.76M3.76%-313F-HRTimeline
W ADVISORS, LLC12,141$5.75M2.89%+13113F-HRTimeline
Verdence Capital Advisors LLC12,124$5.74M0.34%+17613F-HRTimeline
Cordoba Advisory Partners LLC12,084$5.73M1.42%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,089$5.72M0.28%-3,42913F-HRTimeline
Dynamic Advisor Solutions LLC12,089$5.72M0.18%+10813F-HRTimeline
Cassaday & Co Wealth Management LLC12,089$5.72M0.12%-31513F-HRTimeline
Affinity Capital Advisors, LLC12,083$5.72M0.79%013F-HRTimeline
Cadence Bank12,068$5.71M0.33%-20713F-HRTimeline
Fisher Asset Management, LLC12,059$5.71M<0.01%-1,07113F-HRTimeline
WEDGEWOOD PARTNERS INC12,019$5.69M1.06%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Wealth Planning Services, Inc.11,992$5.68M0.59%-42813F-HRTimeline
Aprio Wealth Management, LLC11,980$5.67M0.33%+4,91713F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,971$5.67M1.08%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.11,960$5.66M1.32%-28613F-HRTimeline
Alta Wealth Advisors LLC11,874$5.62M1.88%-67513F-HRTimeline
IFP Advisors, Inc11,846$5.61M0.13%+37413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,800$5.58M0.01%+8,20013F-HRTimeline
LANARK FINANCIAL, INC.11,785$5.58M0.42%-51313F-HRTimeline
JSF Financial, LLC11,744$5.56M1.15%-43913F-HRTimeline
Ellis Investment Partners, LLC11,736$5.55M0.97%-9213F-HRTimeline
ADIRONDACK TRUST CO11,699$5.54M1.82%+1,01313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.11,689$5.53M0.55%+4,04413F-HRTimeline
Adirondack Capital Advisors, LLC11,682$5.53M3.72%13F-HRTimeline
GAMMA Investing LLC11,645$5.51M0.28%+68313F-HRTimeline
Intrua Financial, LLC11,429$5.41M0.59%-51513F-HRTimeline
B. Riley Wealth Advisors, Inc.11,362$5.38M0.25%-50713F-HRTimeline
Disciplined Investments, LLC11,322$5.36M2.06%-40013F-HRTimeline
Topel & Distasi Wealth Management, LLC11,292$5.34M2.61%-87313F-HRTimeline
WESBANCO BANK INC11,254$5.33M0.15%+23413F-HRTimeline
Stonebridge Capital Advisors LLC11,193$5.3M0.37%-4513F-HRTimeline
BBR PARTNERS, LLC11,183$5.29M0.28%+46413F-HRTimeline
DAVIS R M INC11,107$5.26M0.09%+18113F-HRTimeline
Verum Partners LLC11,058$5.23M1.06%-513F-HRTimeline
DSG Capital Advisors, LLC11,119$5.23M0.8%+9,37513F-HRTimeline
Integrated Advisors Network LLC11,044$5.23M0.23%+20013F-HRTimeline
Summa Corp.11,026$5.22M2.24%-52913F-HRTimeline
VANCE WEALTH, LLC10,940$5.18M1.54%-36813F-HR/ATimeline
Avior Wealth Management, LLC10,902$5.16M0.16%-1,28313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,861$5.14M0.26%-12513F-HRTimeline
Krilogy Financial LLC10,905$5.14M0.17%-19513F-HRTimeline
HANCOCK WHITNEY CORP10,822$5.12M0.09%+86713F-HRTimeline
McCarthy Asset Management, Inc.10,804$5.11M2.67%+1013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC10,789$5.11M2.07%-4513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC10,765$5.1M0.31%-88413F-HRTimeline
Cornerstone Wealth Group, LLC10,746$5.09M0.35%+4713F-HRTimeline
WEDBUSH SECURITIES INC10,635$5.03M0.15%+84613F-HRTimeline
Clarius Group, LLC10,621$5.03M0.29%-30713F-HRTimeline
True Link Financial Advisors, LLC10,579$5.01M0.3%-15413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…10,566$5M1.18%-54013F-HRTimeline
Atlas Brown,Inc.10,563$5M1.49%+1613F-HRTimeline
Segment Wealth Management, LLC10,534$4.99M0.29%013F-HRTimeline
Etesian Wealth Advisors, Inc.10,431$4.94M1.55%-5613F-HRTimeline
Key Financial Inc10,416$4.93M0.9%+713F-HRTimeline
SilverOak Wealth Management LLC10,390$4.92M0.77%013F-HRTimeline
Quantum Portfolio Management LLC10,386$4.92M2.17%-10,29513F-HRTimeline
HighPoint Advisor Group LLC10,199$4.83M0.11%new13F-HRTimeline
EVOKE WEALTH, LLC10,103$4.78M0.09%+2,21713F-HRTimeline
Chicago Partners Investment Group LLC10,174$4.76M0.12%+29413F-HRTimeline
GREAT LAKES ADVISORS, LLC10,064$4.76M0.04%+52613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC10,059$4.76M0.08%013F-HRTimeline
Sustainable Growth Advisers, LP10,027$4.75M0.03%+7,05313F-HRTimeline
Bouvel Investment Partners, LLC10,026$4.75M1.37%-16213F-HRTimeline
Aaron Wealth Advisors LLC10,002$4.73M0.26%-37613F-HRTimeline
WealthShield Partners, LLC9,969$4.72M0.52%+5913F-HRTimeline
Enclave Advisors LLC9,913$4.69M0.66%013F-HRTimeline
PRIVATE TRUST CO NA9,904$4.69M0.41%-1,04513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,888$4.68M1.36%-4813F-HRTimeline
Central Pacific Bank - Trust Division9,875$4.67M0.57%-413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,867$4.67M0.1%+72113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,849$4.66M0.05%+4,75713F-HRTimeline
Diversified Portfolios, Inc.9,804$4.64M0.39%-5613F-HRTimeline
Evanson Asset Management, LLC9,778$4.63M0.25%-32313F-HRTimeline
National Philanthropic Trust9,771$4.62M0.05%+4,33013F-HRTimeline
Sierra Capital LLC9,718$4.6M0.49%013F-HRTimeline
DAVENPORT & Co LLC9,704$4.59M0.02%+2,51613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,684$4.58M0.5%-1413F-HRTimeline
Clarion Wealth Managment Partners, LLC9,675$4.58M4.24%-91513F-HRTimeline
WILLNER & HELLER, LLC9,642$4.56M3.28%+6213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,636$4.56M0.32%-1313F-HRTimeline
Simplicity Wealth,LLC9,566$4.53M0.27%-11,79213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding9,557$4.52M+8,227Timeline
Centerpoint Advisory Group9,551$4.52M3.48%+1813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.9,541$4.52M1.18%-56013F-HRTimeline
Ehrenkranz Partners L.P.9,541$4.52M5.12%+2,72013F-HRTimeline
Guidance Point Advisors, LLC9,506$4.5M1.04%-1113F-HRTimeline
IFC Advisors LLC9,421$4.46M0.65%+90313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,350$4.43M0.14%-4613F-HRTimeline
CRA Financial Services, LLC9,335$4.42M0.58%+25513F-HRTimeline
AdvisorNet Financial, Inc9,324$4.41M0.24%-23113F-HRTimeline
Evergreen Wealth Partners LLC9,269$4.39M3.7%13F-HRTimeline
Annex Advisory Services, LLC9,265$4.39M0.08%+29613F-HRTimeline
Savvy Advisors, Inc.9,229$4.37M0.14%+38613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,168$4.36M0.09%-14013F-HRTimeline
Family Capital Management, Inc.9,181$4.35M1.93%-9813F-HRTimeline
Goodman Financial Corp9,167$4.34M0.82%-95013F-HRTimeline
Park Edge Advisors, LLC9,160$4.34M0.98%+6,52813F-HRTimeline
Capital Investment Advisors, LLC9,160$4.34M0.07%+32113F-HRTimeline
Stonebridge Financial Planning Group, L…9,153$4.33M1.56%-4213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,138$4.33M0.24%+213F-HRTimeline
PAX Financial Group, LLC9,124$4.32M0.74%-50913F-HRTimeline
jvl associates llc9,112$4.31M1.4%013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC9,111$4.31M3.12%13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,108$4.31M0.16%013F-HRTimeline
Ausdal Financial Partners, Inc.9,104$4.31M0.2%-17213F-HRTimeline
Fiduciary Wealth Partners, LLC9,081$4.3M1.76%013F-HRTimeline
First National Trust Co9,079$4.3M0.14%-9313F-HRTimeline
Darwin Wealth Management, LLC9,051$4.28M1.33%+32913F-HRTimeline
Clark & Stuart, Inc9,044$4.28M2.95%+913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,994$4.26M0.03%+20013F-HRTimelineGroup
Summit Financial Strategies, Inc.8,951$4.24M0.35%+94713F-HRTimeline
KDK Private Wealth Management, LLC8,927$4.23M3.69%-22013F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC8,918$4.22M0.6%-6213F-HRTimeline
Sendero Wealth Management, LLC8,917$4.22M0.47%-40813F-HRTimeline
Meridian Wealth Management, LLC8,914$4.22M0.15%+67413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC8,900$4.21M1.81%-27513F-HRTimeline
MAYPORT, LLC8,900$4.21M0.85%-40013F-HRTimeline
Brooklyn Investment Group8,795$4.2M0.19%+4,43513F-HRTimeline
Mainstream Capital Management LLC8,811$4.17M2.73%-95213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,787$4.16M0.28%+2,02713F-HRTimeline
Atlantic Edge Private Wealth Management…8,767$4.15M1.03%013F-HRTimeline
Permanent Capital Management, LP8,762$4.15M0.81%+913F-HRTimeline
Towerpoint Wealth, LLC8,747$4.14M1.64%+17613F-HRTimeline
GenWealth Group, Inc.8,689$4.13M0.7%-8113F-HRTimeline
Regal Investment Advisors LLC8,717$4.13M0.25%+1,60613F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC8,689$4.11M2.32%-5513F-HRTimeline
Nolet Wealth Management, LLC8,672$4.1M2.29%13F-HR/ATimeline
Founders Financial Alliance, LLC8,644$4.09M0.77%-24513F-HRTimeline
DeLarme Wealth Management, Inc.8,578$4.06M2.88%13F-HRTimeline
Columbus Macro, LLC8,553$4.05M0.44%+3413F-HRTimeline
Pachira Investments Inc.8,548$4.05M1.97%+22013F-HRTimeline
Leo Wealth, LLC8,545$4.04M0.29%+44313F-HRTimeline
HARBOUR INVESTMENTS, INC.8,542$4.04M0.08%-14213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,471$4.01M0.39%-10713F-HRTimeline
Wharton Business Group, LLC8,454$4M0.15%-79513F-HRTimeline
COURIER CAPITAL LLC8,435$3.99M0.22%-68813F-HRTimeline
Jackson Hole Capital Partners, LLC8,429$3.99M0.68%013F-HRTimeline
Highview Capital Management LLC/DE/8,427$3.99M1.41%+95013F-HRTimeline
Clark Capital Management Group, Inc.8,425$3.99M0.02%+1,21813F-HRTimeline
MERIDIAN MANAGEMENT CO8,390$3.97M0.98%013F-HRTimeline
Capital Asset Advisory Services LLC8,343$3.97M0.16%-18513F-HRTimeline
FAS Wealth Partners, Inc.8,301$3.93M0.25%-13313F-HRTimeline
RiverFront Investment Group, LLC8,277$3.92M0.06%-4913F-HRTimeline
Belpointe Asset Management LLC8,258$3.91M0.14%-1,13813F-HRTimeline
HORAN Wealth, LLC8,233$3.9M0.6%-1613F-HRTimeline
SANDS CAPITAL MANAGEMENT, LLC8,215$3.89M0.01%new13F-HRTimeline
Mechanics Bank Trust Department8,212$3.89M0.51%-7813F-HRTimeline
Quotient Wealth Partners, LLC8,195$3.88M0.1%-36413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,178$3.87M0.01%+38713F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC8,125$3.85M2.63%+12913F-HRTimeline
Frank, Rimerman Advisors LLC8,111$3.84M0.24%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,081$3.82M0.17%-51913F-HRTimelineGroup
SeaCrest Wealth Management, LLC8,019$3.82M0.39%+11913F-HRTimeline
Suncoast Equity Management8,051$3.81M0.38%+1,13813F-HR/ATimeline
Arax Advisory Partners8,035$3.8M0.11%new13F-HRTimeline
Noble Family Wealth, LLC8,027$3.8M0.8%-55313F-HRTimeline
Brightwater Advisory LLC7,958$3.77M2.54%-613F-HRTimeline
Goelzer Investment Management, Inc.7,928$3.75M0.17%+513F-HRTimeline
Redhawk Wealth Advisors, Inc.7,925$3.75M0.42%+90013F-HRTimeline
Wealth Dimensions Group, Ltd.7,919$3.75M0.74%-6513F-HRTimeline
Certified Advisory Corp7,896$3.74M0.34%-1913F-HRTimeline
GREENLEAF TRUST7,874$3.73M0.03%+22913F-HRTimeline
Weaver Capital Management LLC7,858$3.72M0.79%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,825$3.7M0.31%013F-HRTimelineGroup
Biltmore Family Office, LLC7,821$3.7M0.51%+48913F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC7,804$3.69M0.77%+35913F-HRTimeline
Glass Jacobson Investment Advisors llc7,776$3.68M1.32%-27613F-HRTimeline
Retirement Management Systems Inc.7,767$3.68M0.94%13F-HRTimeline
Premier Path Wealth Partners, LLC7,757$3.67M0.47%-14513F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC7,752$3.67M<0.01%+1,35013F-HRTimelineGroup
InvesTrust7,726$3.66M1.41%-91113F-HRTimeline
ASPIRIANT, LLC7,691$3.64M0.1%+12013F-HRTimeline
Soltis Investment Advisors LLC7,636$3.61M0.24%+34713F-HR/ATimeline
FIRST UNITED BANK & TRUST7,627$3.61M1.15%-1013F-HRTimeline
Plante Moran Financial Advisors, LLC7,613$3.6M0.23%+2,32213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,595$3.59M0.89%+1,97013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,583$3.59M0.05%013F-HRTimelineGroup
MBL Wealth, LLC7,558$3.58M0.29%+3,22213F-HRTimeline
Argyle Capital Partners, LLC7,526$3.56M2.6%-40113F-HRTimeline
Indivisible Partners7,525$3.56M0.39%13F-HRTimeline
Friday Financial7,513$3.56M1.25%+2,74213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…7,489$3.54M0.32%-15413F-HRTimelineGroup
Baron Financial Group, LLC7,488$3.54M1.9%-9013F-HRTimeline
Perennial Investment Advisors, LLC7,485$3.54M0.28%+11313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,444$3.52M0.16%+7113F-HRTimeline
Cove Private Wealth, LLC7,440$3.52M1.05%+20013F-HRTimeline
Modern Wealth Management, LLC7,435$3.52M0.06%+1,19113F-HRTimeline
FIDUCIENT ADVISORS LLC7,400$3.5M0.43%-35413F-HRTimeline
Sharkey, Howes & Javer7,378$3.49M0.44%-29913F-HRTimeline
Kapstone Financial Advisors LLC7,366$3.49M1.73%-313F-HRTimeline
Glenview Trust Co7,331$3.47M0.05%-19513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,321$3.46M0.08%-30213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,310$3.46M0.05%-8113F-HRTimeline
ProVise Management Group, LLC7,306$3.46M0.25%-32613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,284$3.45M1.22%+1213F-HRTimeline
MIDDLETON & CO INC/MA7,271$3.44M0.37%-513F-HRTimeline
Client First Capital LLC7,245$3.43M1.46%-9313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,243$3.43M0.38%013F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC7,236$3.42M0.53%013F-HRTimeline