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Disclosery

IWF ISHARES TR

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STOK (fund)

2,423 managers (2,452 13F filers) reported a position in IWF shares at 2026-03-31, 202,629,974 shares in all. 85 filers opened a position and 152 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
152
Shares held by filers
202,629,974

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Disciplined Investments, LLC11,319$4.83M1.73%-313F-HRTimeline
Chicago Partners Investment Group LLC10,057$4.82M0.11%-11713F-HRTimeline
Capital Asset Advisory Services LLC10,090$4.79M0.18%+1,74713F-HRTimeline
JSF Financial, LLC11,200$4.78M0.94%-54413F-HRTimeline
Summa Corp.11,190$4.77M1.97%+16413F-HRTimeline
WESBANCO BANK INC11,189$4.77M0.13%-6513F-HRTimeline
Avior Wealth Management, LLC11,178$4.77M0.14%+27613F-HRTimeline
DSG Capital Advisors, LLC11,119$4.74M0.76%013F-HRTimeline
VANCE WEALTH, LLC11,019$4.7M1.36%+7913F-HRTimeline
LANARK FINANCIAL, INC.10,926$4.66M0.35%-85913F-HRTimeline
DAVIS R M INC10,922$4.66M0.08%-18513F-HRTimeline
GREAT LAKES ADVISORS, LLC10,887$4.64M0.04%+82313F-HRTimeline
Brooklyn Investment Group10,732$4.58M0.14%+1,93713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC10,707$4.57M0.24%-15413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC10,675$4.55M1.9%-11413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC10,673$4.55M0.29%-9213F-HRTimeline
HARBOUR INVESTMENTS, INC.10,592$4.52M0.07%+2,05013F-HRTimeline
Verum Partners LLC10,548$4.5M0.85%-51013F-HRTimeline
Segment Wealth Management, LLC10,534$4.49M0.26%013F-HRTimeline
Atlas Brown,Inc.10,475$4.47M1.34%-8813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…10,469$4.46M1.07%-9713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,427$4.45M0.05%-23,17713F-HRTimelineGroup
Key Financial Inc10,416$4.44M0.79%013F-HRTimeline
HANCOCK WHITNEY CORP18,234$4.43M0.08%+7,41213F-HRTimeline
SilverOak Wealth Management LLC10,390$4.43M0.7%013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,608$4.36M0.28%-75413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…10,171$4.34M0.28%+2,72713F-HRTimeline
HighPoint Advisor Group LLC10,167$4.34M0.18%-3213F-HRTimeline
EVOKE WEALTH, LLC10,091$4.3M0.08%-1213F-HRTimeline
Tandem Financial, LLC10,081$4.3M1.45%-8,50713F-HRTimeline
Etesian Wealth Advisors, Inc.10,028$4.28M1.36%-40313F-HRTimeline
Aaron Wealth Advisors LLC9,951$4.24M0.25%-5113F-HRTimeline
CRA Financial Services, LLC9,940$4.24M0.55%+60513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC9,922$4.23M0.07%-13713F-HRTimeline
Enclave Advisors LLC9,913$4.23M0.6%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.9,892$4.22M1.11%+35113F-HRTimeline
Permanent Capital Management, LP35,079$4.18M0.65%+26,31713F-HRTimeline
Evanson Asset Management, LLC9,782$4.17M0.22%+413F-HRTimeline
Simplicity Wealth,LLC9,781$4.17M0.24%+21513F-HRTimeline
WILLNER & HELLER, LLC9,759$4.16M3.1%+11713F-HRTimeline
Darwin Wealth Management, LLC9,755$4.16M1.3%+70413F-HRTimeline
True Link Financial Advisors, LLC9,738$4.15M0.26%-84113F-HR/ATimeline
Sierra Capital LLC9,718$4.14M0.45%013F-HRTimeline
PRIVATE TRUST CO NA9,653$4.12M0.37%-25113F-HRTimeline
Diversified Portfolios, Inc.9,619$4.1M0.34%-18513F-HRTimeline
Central Pacific Bank - Trust Division9,612$4.1M0.52%-26313F-HRTimeline
Bouvel Investment Partners, LLC9,605$4.1M1.19%-42113F-HRTimeline
Centerpoint Advisory Group9,602$4.09M3.08%+5113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,601$4.09M0.42%-8313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,562$4.08M1.22%-32613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,548$4.07M0.3%-8813F-HRTimeline
Capital Investment Advisors, LLC9,523$4.06M0.06%+36313F-HR/ATimeline
Guidance Point Advisors, LLC9,511$4.06M0.96%+513F-HRTimeline
WealthShield Partners, LLC9,463$4.04M0.45%-50613F-HRTimeline
Summit Financial Strategies, Inc.9,338$3.98M0.31%+38713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,156$3.95M0.08%-1213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,246$3.94M0.09%-62113F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC9,202$3.92M0.12%-14813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC9,138$3.9M0.21%013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC9,135$3.9M2.88%+2413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC9,125$3.89M1.58%+22513F-HRTimeline
jvl associates llc9,112$3.89M1.3%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,108$3.88M0.15%013F-HRTimeline
Clark & Stuart, Inc9,052$3.86M2.6%+813F-HRTimeline
Evergreen Wealth Partners LLC9,038$3.85M2.94%-23113F-HRTimeline
Columbus Macro, LLC8,943$3.81M0.41%+39013F-HRTimeline
KDK Private Wealth Management, LLC8,922$3.8M3.48%-513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC31,648$3.79M0.05%+24,33813F-HRTimeline
Stonebridge Financial Planning Group, L…8,877$3.79M1.39%-27613F-HRTimeline
WEDBUSH SECURITIES INC8,852$3.77M0.11%-1,78313F-HRTimeline
Annex Advisory Services, LLC8,812$3.76M0.07%-45313F-HRTimeline
Atlantic Edge Private Wealth Management…8,767$3.74M0.92%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,753$3.73M0.49%-16513F-HRTimeline
Clarion Wealth Managment Partners, LLC8,745$3.73M3.38%-93013F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC8,736$3.73M2.44%+4713F-HRTimeline
Regal Investment Advisors LLC8,720$3.72M0.21%+313F-HRTimeline
HRT FINANCIAL LP8,706$3.71M0.01%-3,79113F-HRTimeline
Sendero Wealth Management, LLC8,703$3.71M0.41%-21413F-HRTimeline
Mainstream Capital Management LLC8,691$3.71M2.49%-12013F-HRTimeline
GenWealth Group, Inc.8,681$3.7M0.63%-813F-HRTimeline
Belpointe Asset Management LLC8,673$3.7M0.14%+41513F-HRTimeline
Nolet Wealth Management, LLC8,672$3.7M2.1%013F-HRTimeline
Towerpoint Wealth, LLC8,659$3.69M1.49%-8813F-HRTimeline
DeLarme Wealth Management, Inc.8,654$3.69M2.38%+7613F-HRTimeline
Quotient Wealth Partners, LLC8,654$3.69M0.1%+45913F-HRTimeline
Quantum Portfolio Management LLC8,642$3.68M1.61%-1,74413F-HR/ATimeline
Gryphon Financial Partners LLC8,639$3.68M0.39%+1,69113F-HRTimeline
AdvisorNet Financial, Inc8,599$3.67M0.19%-72513F-HRTimeline
Founders Financial Alliance, LLC8,579$3.66M0.66%-6513F-HRTimeline
Wharton Business Group, LLC8,549$3.65M0.14%+9513F-HRTimeline
Leo Wealth, LLC8,543$3.64M0.26%-213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,531$3.64M0.04%-46313F-HRTimelineGroup
Jackson Hole Capital Partners, LLC8,429$3.59M0.6%013F-HRTimeline
Redhawk Wealth Advisors, Inc.8,415$3.59M0.4%+49013F-HRTimeline
RiverFront Investment Group, LLC8,381$3.57M0.06%+10413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,347$3.56M0.34%-12413F-HRTimeline
Meridian Wealth Management, LLC8,321$3.55M0.13%-59313F-HRTimeline
Friday Financial8,329$3.55M1.22%+81613F-HRTimeline
FAS Wealth Partners, Inc.8,285$3.53M0.22%-1613F-HRTimeline
TD Waterhouse Canada Inc.8,142$3.5M0.01%+3,35613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,147$3.47M0.3%+32213F-HRTimelineGroup
MAYPORT, LLC8,140$3.47M0.65%-76013F-HRTimeline
Aureum Wealth Management, LLC8,114$3.46M2.41%+5,26513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC8,108$3.46M2.34%-1713F-HRTimeline
PAX Financial Group, LLC8,100$3.45M0.59%-1,02413F-HRTimeline
Independence Bank of Kentucky8,003$3.41M0.43%+95013F-HRTimeline
IFC Advisors LLC7,984$3.4M0.49%-1,43713F-HRTimeline
Mechanics Bank Trust Department7,981$3.4M0.47%-23113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,978$3.4M0.16%-10313F-HRTimelineGroup
Noble Family Wealth, LLC7,975$3.4M0.7%-5213F-HR/ATimeline
Foundations Investment Advisors, LLC7,969$3.4M0.04%+87613F-HRTimeline
Argyle Capital Partners, LLC7,959$3.39M2.44%+43313F-HRTimeline
Goelzer Investment Management, Inc.7,933$3.38M0.16%+513F-HRTimeline
Wealth Dimensions Group, Ltd.7,921$3.38M0.66%+213F-HRTimeline
TRUST POINT INC.7,889$3.36M0.29%+1,96613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,870$3.36M0.82%+27513F-HRTimeline
Weaver Capital Management LLC7,858$3.35M0.73%013F-HRTimeline
Pachira Investments Inc.7,793$3.32M1.55%-75513F-HRTimeline
Goodman Financial Corp7,774$3.31M0.57%-1,39313F-HRTimeline
Certified Advisory Corp7,756$3.31M0.3%-14013F-HRTimeline
FIDUCIENT ADVISORS LLC7,726$3.29M0.43%+32613F-HRTimeline
Glass Jacobson Investment Advisors llc7,724$3.29M1.14%-5213F-HRTimeline
COURIER CAPITAL LLC7,714$3.29M0.18%-72113F-HR/ATimeline
InvesTrust7,706$3.29M1.38%-2013F-HRTimeline
Suncoast Equity Management7,701$3.28M0.39%-35013F-HRTimeline
Clark Capital Management Group, Inc.7,699$3.28M0.02%-72613F-HRTimeline
Arax Advisory Partners7,678$3.27M0.09%-35713F-HRTimeline
Brightwater Advisory LLC7,669$3.27M2.16%-28913F-HRTimeline
MERIDIAN MANAGEMENT CO7,655$3.26M0.81%-73513F-HRTimeline
Retirement Management Systems Inc.7,607$3.24M0.78%-16013F-HRTimeline
Perennial Investment Advisors, LLC7,586$3.23M0.26%+10113F-HRTimeline
Family Capital Management, Inc.7,582$3.23M1.44%-1,59913F-HRTimeline
Soltis Investment Advisors LLC7,577$3.23M0.21%-5913F-HRTimeline
Ausdal Financial Partners, Inc.7,563$3.22M0.14%-1,54113F-HRTimeline
GREENLEAF TRUST7,538$3.21M0.03%-33613F-HRTimeline
CIBC Asset Management Inc7,528$3.21M0.01%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,519$3.21M0.01%-65913F-HRTimelineGroup
Modern Wealth Management, LLC7,452$3.21M0.06%+1713F-HRTimeline
ANCHYRA PARTNERS LLC7,515$3.2M0.97%+2,06213F-HRTimeline
SeaCrest Wealth Management, LLC7,434$3.17M0.34%-58513F-HRTimeline
Warner Group LLC7,431$3.17M2.07%+41613F-HRTimeline
DAVENPORT & Co LLC7,393$3.15M0.02%-2,31113F-HRTimeline
CHILTON INVESTMENT CO INC.7,391$3.15M0.07%+6,17713F-HRTimeline
Baron Financial Group, LLC7,378$3.15M1.7%-11013F-HRTimeline
Glenview Trust Co7,360$3.14M0.05%+2913F-HRTimeline
Ehrenkranz Partners L.P.7,359$3.14M2.48%-2,18213F-HRTimeline
Bogart Wealth, LLC7,345$3.13M0.12%+70613F-HRTimeline
Kapstone Financial Advisors LLC7,333$3.13M1.53%-3313F-HRTimeline
Premier Path Wealth Partners, LLC7,322$3.12M0.41%-43513F-HRTimeline
KINTRA WEALTH, LLC7,297$3.11M0.22%+5,98213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC7,288$3.11M0.69%-51613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC7,276$3.1M0.09%-4513F-HRTimeline
MIDDLETON & CO INC/MA7,271$3.1M0.35%013F-HRTimeline
FIRST UNITED BANK & TRUST7,265$3.1M1.01%-36213F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…7,256$3.09M0.28%13F-HRTimelineGroup
Klingman & Associates, LLC7,237$3.09M0.15%+413F-HRTimeline
BURLING WEALTH PARTNERS, LLC7,236$3.09M0.5%013F-HRTimeline
Towercrest Capital Management7,201$3.07M0.48%013F-HRTimeline
Indivisible Partners7,194$3.07M0.27%-33113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC7,173$3.06M1.1%-11113F-HRTimeline
ProVise Management Group, LLC7,146$3.05M0.22%-16013F-HRTimeline
Frank, Rimerman Advisors LLC7,142$3.05M0.2%-96913F-HRTimeline
Biltmore Family Office, LLC7,116$3.03M0.42%-70513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,087$3.02M0.13%+1,86113F-HRTimeline
Azimuth Capital Investment Management L…7,079$3.02M0.11%+4613F-HRTimeline
Ramirez Asset Management, Inc.7,050$3.01M0.36%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,044$3M0.2%-10013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,003$2.99M-52Timeline
ELEMENT POINTE ADVISORS, LLC6,993$2.98M0.56%+213F-HRTimeline
First National Trust Co6,970$2.97M0.1%-2,10913F-HRTimeline
MBL Wealth, LLC6,968$2.97M0.23%-59013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,925$2.95M+2,662Timeline
Western Wealth Management, LLC26,101$2.95M0.11%+1,72413F-HR/ATimeline
CULLINAN ASSOCIATES INC6,915$2.95M0.24%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,890$2.94M0.03%-2,95913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,883$2.93M0.33%-36013F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS6,247$2.93M0.8%-1313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,872$2.93M0.21%+12613F-HRTimeline
Tilson Financial Group, Inc.6,857$2.92M0.88%+313F-HRTimeline
LRI Investments, LLC6,779$2.89M0.26%+4,75513F-HRTimeline
INVESTED ADVISORS6,776$2.89M2.92%+11113F-HRTimeline
Granite Harbor Advisors, Inc.6,745$2.88M1.26%-26313F-HRTimeline
Sharkey, Howes & Javer6,738$2.87M0.39%-64013F-HRTimeline
NFSG Corp6,724$2.87M0.47%-10813F-HRTimeline
General Partner, Inc.6,696$2.86M1.74%013F-HRTimeline
Partnership Wealth Management, LLC6,675$2.85M2.17%-10,40913F-HRTimeline
PARK NATIONAL CORP /OH/6,674$2.85M0.09%+5,47713F-HRTimeline
Crewe Advisors LLC6,673$2.85M0.24%-15013F-HRTimeline
Lee, Kelleher & Klein Wealth Management6,663$2.84M1.69%-41313F-HRTimeline
Financial Engines Advisors L.L.C.26,553$2.83M0.01%-3,33213F-HRTimeline
Alliance Wealth Management Group6,638$2.83M0.62%013F-HRTimeline
Beaumont Financial Advisors, LLC6,595$2.81M0.19%-1213F-HRTimeline
Texas Bank & Trust Co6,594$2.81M1.06%-37813F-HRTimeline
FORMULATE FINANCIAL LLC6,560$2.8M3.45%-6613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,545$2.79M0.08%+37213F-HRTimeline
INSIGHT 2811, INC.6,542$2.79M1.21%-24213F-HRTimeline
Cambridge Advisors Inc.6,509$2.78M0.54%+2513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,487$2.77M0.15%-57513F-HRTimelineGroup
Cannell & Spears LLC6,485$2.77M0.05%-16813F-HR/ATimeline
Cornerstone Wealth Management, LLC6,461$2.75M0.14%+60113F-HRTimeline