Skip to content
Disclosery

IWF ISHARES TR

Follow

STOK (fund)

2,491 managers (2,519 13F filers) reported a position in IWF shares at 2026-06-30, 785,182,343 shares in all. 141 filers opened a position and 70 filers sold out during the quarter.

Managers
2,491
13F filers
2,519
New
141
Added
2,296
Reduced
30
Sold out
70
Shares held by filers
785,182,343

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Weaver Capital Management LLC7,858$3.35M0.74%013F-HRTimeline
Sharkey, Howes & Javer26,963$3.35M0.4%+20,22513F-HRTimeline
NFSG Corp26,935$3.34M0.41%+20,21113F-HRTimeline
SeaCrest Wealth Management, LLC26,871$3.34M0.37%+19,43713F-HRTimeline
General Partner, Inc.26,784$3.33M1.79%+20,08813F-HRTimeline
Fund Evaluation Group, LLC26,616$3.3M0.09%+22,28013F-HRTimeline
Alliance Wealth Management Group26,552$3.3M0.64%+19,91413F-HRTimeline
ASPIRIANT, LLC26,435$3.28M0.08%+20,19013F-HRTimeline
Beaumont Financial Advisors, LLC26,412$3.28M0.21%+19,81713F-HRTimeline
INSIGHT 2811, INC.26,212$3.25M1.32%+19,67013F-HRTimeline
FORMULATE FINANCIAL LLC26,141$3.25M3.42%+19,58113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.26,116$3.24M1.04%13F-HRTimeline
OARSMAN CAPITAL, INC.26,115$3.24M0.34%+20,44013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC26,093$3.24M0.09%+19,54813F-HRTimeline
Cambridge Advisors Inc.26,036$3.23M0.56%+19,52713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC25,811$3.21M0.07%+19,37413F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC25,793$3.2M0.15%+19,30613F-HRTimelineGroup
Radnor Capital Management, LLC25,772$3.2M0.45%+19,32913F-HRTimeline
Cornerstone Wealth Management, LLC25,738$3.2M0.14%+19,27713F-HRTimeline
Cannell & Spears LLC25,661$3.19M0.06%+19,17613F-HRTimeline
Partnership Wealth Management, LLC25,647$3.18M2.15%+18,97213F-HRTimeline
Allegheny Financial Group25,573$3.18M0.34%+19,30313F-HRTimeline
WealthShield Partners, LLC25,503$3.17M0.48%+16,04013F-HRTimeline
PARK NATIONAL CORP /OH/25,178$3.13M0.09%+18,50413F-HRTimeline
INVESTED ADVISORS25,091$3.12M2.76%+18,31513F-HRTimeline
Forum Finance Group S.A.30,964$3.11M1.12%+23,19713F-HRTimeline
Moss Adams Wealth Advisors LLC24,900$3.09M0.19%+18,66813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC24,884$3.09M0.05%+18,66313F-HRTimeline
Crewe Advisors LLC24,743$3.07M0.22%+18,07013F-HRTimeline
Granite Harbor Advisors, Inc.24,730$3.07M1.21%+17,98513F-HRTimeline
Addison Capital Co24,718$3.07M0.5%+18,70413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC24,668$3.06M0.21%+18,99913F-HRTimeline
Betterment LLC24,645$3.06M0.01%+18,67513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding24,593$3.05M+17,590Timeline
Welch & Forbes LLC24,588$3.05M0.04%+19,17613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…24,456$3.04M0.04%+18,90313F-HRTimelineGroup
Proactive Wealth Strategies LLC24,327$3.02M0.48%+18,16513F-HRTimeline
Cascade Financial Partners, LLC24,224$3.01M0.26%+18,97713F-HRTimeline
CGN Advisors LLC24,188$3M0.22%+17,94613F-HRTimeline
Wescott Financial Advisory Group, LLC24,062$2.99M0.23%+17,98713F-HRTimeline
ALM First Financial Advisors, LLC23,980$2.98M0.5%+16,69513F-HRTimeline
Brady Martz Wealth Solutions, LLC23,976$2.98M0.45%+18,01513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…23,967$2.98M<0.01%+17,93713F-HRTimelineGroup
Independent Solutions Wealth Management…23,939$2.97M0.39%+19,73913F-HRTimeline
WealthBridge Capital Management, LLC23,863$2.96M0.59%+17,96713F-HRTimeline
Beaton Management Co. Inc.23,840$2.96M1.21%+17,84413F-HRTimeline
Cloud Capital Management, LLC23,840$2.96M1.08%+17,43113F-HRTimeline
Auour Investments LLC23,815$2.96M0.85%+17,81113F-HRTimeline
Chesley Taft & Associates LLC23,684$2.94M0.11%+17,28013F-HRTimeline
Independent Advisor Alliance23,662$2.94M0.07%-24,14613F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC23,656$2.94M0.15%+17,71713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,247$2.93M0.8%013F-HRTimeline
James J. Burns & Company, LLC23,557$2.93M0.32%+17,64413F-HRTimeline
Intelligence Driven Advisers, LLC23,461$2.91M0.47%+17,47213F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD23,144$2.87M0.59%13F-HRTimeline
Wick Capital Partners, LLC22,987$2.85M0.43%+17,23813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC22,980$2.85M1.42%+16,80613F-HR/ATimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…22,929$2.85M<0.01%-93,28313F-HRTimelineGroup
Empirical Asset Management, LLC22,914$2.85M0.64%+17,37113F-HRTimeline
MONECO ADVISORS, LLC22,809$2.83M0.17%+17,08713F-HRTimeline
Flywheel Private Wealth LLC22,796$2.83M1.39%+16,88713F-HRTimeline
Caldwell Trust Co22,601$2.81M0.23%+17,44213F-HRTimeline
Texas Capital Bank Wealth Management Se…22,589$2.8M0.15%+16,97313F-HRTimeline
Obermeyer Wealth Partners22,508$2.79M0.11%+16,19713F-HRTimeline
Perissos Private Wealth Management, LLC22,403$2.78M1.88%new13F-HRTimeline
Blankinship & Foster, LLC22,318$2.77M0.56%+16,72913F-HRTimeline
Detalus Advisors, LLC22,311$2.77M0.54%+16,73313F-HRTimeline
Trust Co of the South22,240$2.76M0.39%+16,68013F-HRTimeline
SANDS CAPITAL MANAGEMENT, LLC22,200$2.76M0.01%new13F-HRTimeline
Balentine LLC22,140$2.75M0.1%+16,60513F-HRTimeline
Nest Investments, LLC21,954$2.73M2.07%+16,62913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.21,772$2.7M1.89%+16,60713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…23,170$2.7M2.02%+17,25113F-HRTimeline
LEE DANNER & BASS INC21,696$2.69M0.16%+16,27213F-HRTimeline
Investment Advisory Group, LLC21,642$2.69M0.58%+16,24113F-HRTimeline
JP Wealth Management, Inc.21,600$2.68M1.69%+16,20013F-HRTimeline
Legacy Trust21,501$2.67M0.47%+15,84213F-HRTimeline
NorthCoast Asset Management LLC21,471$2.67M0.06%+15,61413F-HRTimeline
Index Technologies Group LLC21,466$2.67M2.13%+15,82213F-HRTimeline
Old Mission Investment Co LLC21,426$2.66M0.55%+16,07313F-HRTimeline
Almanack Investment Partners, LLC.21,420$2.66M0.34%+16,23113F-HRTimeline
Main Street Financial Solutions, LLC21,402$2.66M0.17%+16,01513F-HRTimeline
Sterling Investment Counsel, LLC21,357$2.65M0.62%+15,86413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,508$2.65M0.16%+15,99913F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC21,265$2.64M1.29%+15,73413F-HRTimeline
Magnus Financial Group LLC21,105$2.62M0.19%+15,79713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC21,100$2.62M0.1%+17,27713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC21,074$2.62M0.33%+15,86813F-HRTimeline
BEARING POINT CAPITAL, LLC20,964$2.6M0.35%+15,72113F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding20,918$2.6M+20,168Timeline
RKL Wealth Management LLC20,780$2.58M0.21%+15,58513F-HRTimeline
Plante Moran Financial Advisors, LLC20,745$2.58M0.12%+15,49813F-HRTimeline
Palisade Asset Management, LLC20,716$2.57M0.24%+15,46113F-HRTimeline
Florida Trust Wealth Management Co20,693$2.57M0.06%+15,68613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.20,692$2.57M1.94%+15,46413F-HRTimeline
Investmark Advisory Group LLC20,691$2.57M0.98%+15,50613F-HRTimeline
Sentinel Advisory Group, LLC20,652$2.56M1.05%+15,39013F-HRTimeline
Plan Group Financial, LLC20,555$2.55M0.53%new13F-HRTimeline
Providence Capital Advisors, LLC20,541$2.55M0.39%+15,32513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,458$2.54M0.09%+14,01313F-HRTimelineGroup
Symphony Financial Services, Inc.20,451$2.54M1.14%+15,39813F-HRTimeline
Cornerstone Wealth Group, LLC20,406$2.53M0.15%+15,44313F-HRTimeline
IFG Advisors, LLC20,359$2.53M0.35%+15,26813F-HRTimeline
Trademark Financial Management, LLC20,345$2.53M1.03%+14,79613F-HRTimeline
Salomon & Ludwin, LLC20,517$2.52M0.21%+15,14913F-HRTimeline
Tarbox Family Office, Inc.20,298$2.52M0.36%+15,22313F-HRTimeline
Thrive Wealth Management, LLC20,236$2.51M0.32%+16,61513F-HRTimeline
CCG WEALTH MANAGEMENT, LLC20,200$2.51M0.58%+15,12813F-HRTimeline
Acropolis Investment Management, LLC20,196$2.51M0.1%+15,14713F-HR/ATimeline
Tassel Capital Management, Inc.20,162$2.5M1.17%+15,12113F-HRTimeline
Great Waters Wealth Management20,022$2.49M0.23%+14,99313F-HRTimeline
Robinson Value Management, Ltd.19,965$2.48M1.33%+19,60213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC19,929$2.47M0.47%+14,29513F-HR/ATimeline
LVM CAPITAL MANAGEMENT LTD/MI19,908$2.47M0.21%+14,93113F-HRTimeline
Cannon Financial Strategists, Inc.19,871$2.47M0.28%+14,67413F-HRTimeline
Performance Wealth Partners, LLC19,843$2.46M0.06%+15,01513F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST19,836$2.46M0.88%+15,14913F-HRTimeline
Tranquility Partners, LLC19,794$2.46M0.84%+14,80713F-HRTimeline
Waterloo Capital, L.P.19,769$2.45M0.14%new13F-HRTimeline
Grant Street Asset Management, Inc.19,691$2.45M0.4%+14,51813F-HRTimeline
Trilogy Capital Inc.19,673$2.44M0.1%+14,59513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,660$2.44M0.03%+14,74513F-HRTimeline
Stonebridge Financial Group, LLC / MO19,539$2.43M1.61%+14,65513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC19,476$2.42M0.06%+14,60713F-HRTimeline
Archer Investment Corp19,468$2.42M0.46%+14,60113F-HR/ATimeline
Wealth Analytics Partners, LLC19,522$2.41M0.87%+14,57313F-HRTimeline
Petix & Botte Co19,348$2.4M0.48%+16,92913F-HRTimeline
Accurate Wealth Management, LLC19,369$2.4M0.23%+17,87813F-HRTimeline
Global Trust Wealth Management LLC19,321$2.4M1.65%+14,18213F-HRTimeline
BOK Financial Private Wealth, Inc.19,277$2.39M0.12%+15,08713F-HRTimeline
BLUELINE ADVISORS LLC19,262$2.39M1.66%+14,31213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.19,136$2.38M0.45%+14,35213F-HRTimeline
Biondo Investment Advisors, LLC19,132$2.38M0.29%+16,77713F-HRTimeline
Morton Capital Management LLC/CA19,078$2.37M0.32%+14,34213F-HRTimeline
PlanVest Financial, Inc19,048$2.37M1.58%+14,60313F-HRTimeline
MMA ASSET MANAGEMENT LLC19,032$2.36M0.75%+14,27413F-HRTimeline
Boyer Financial Services, Inc.19,488$2.36M1.99%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,884$2.34M0.06%+18,87513F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC18,800$2.33M0.12%+14,30013F-HRTimeline
Fortis Capital Advisors, LLC18,781$2.33M0.26%+14,71213F-HRTimeline
BIP Wealth, LLC18,776$2.33M0.07%+14,48013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE18,748$2.33M0.5%+13,88813F-HRTimeline
Glassman Wealth Services18,716$2.32M0.28%+14,03713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT18,664$2.32M0.09%+13,99813F-HRTimeline
RASP WEALTH SOLUTIONS, LLC18,603$2.31M0.77%13F-HRTimeline
Bensler, LLC18,569$2.31M0.2%+13,84413F-HRTimeline
Alamar Capital Management, LLC18,502$2.3M1.16%+13,60713F-HRTimeline
Clifford Group, LLC18,497$2.3M1.59%+13,13213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC18,463$2.29M1%+13,78713F-HRTimeline
Zhang Financial LLC18,458$2.29M0.07%+13,70513F-HRTimeline
Cornerstone Planning Group LLC18,883$2.28M0.29%-1,02713F-HRTimeline
Thomasville National Bank18,356$2.28M0.13%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,292$2.27M0.03%+14,18613F-HR/ATimeline
Clearwave Capital, LLC18,280$2.27M1.25%+13,71313F-HRTimeline
Bedel Financial Consulting, Inc.18,197$2.26M0.22%+13,70013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,125$2.25M0.15%+13,25813F-HRTimeline
One Day In July LLC17,933$2.23M0.15%+15,19613F-HRTimeline
ROCKLAND TRUST CO17,920$2.23M0.09%+12,99213F-HRTimeline
CARDIFF PARK ADVISORS, LLC17,893$2.22M0.17%+13,42013F-HRTimeline
Emprise Bank17,881$2.22M0.82%+13,37213F-HRTimeline
Insight Inv LLC17,790$2.21M1.04%+13,14113F-HRTimeline
Park Place Capital Corp17,686$2.2M0.35%+12,83113F-HRTimeline
Rossmore Private Capital17,684$2.2M0.18%+13,26313F-HRTimeline
VeraBank, N.A.17,672$2.19M0.36%+12,73513F-HRTimeline
Strategic Wealth Advisors LLC4,621$2.19M1.87%-19613F-HRTimeline
Curated Wealth Partners LLC17,572$2.18M0.25%+13,17913F-HR/ATimeline
TCV Trust & Wealth Management, Inc.17,516$2.17M0.16%+13,13713F-HRTimeline
HMS Capital Management, LLC17,484$2.17M0.81%+13,11313F-HRTimeline
VALLEY NATIONAL ADVISERS INC17,396$2.16M0.24%+13,04713F-HRTimeline
Roehl & Yi Investment Advisors, LLC17,391$2.16M0.71%+13,03113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC17,376$2.16M0.02%+12,91813F-HRTimelineGroup
Sage Capital Management, LLC17,360$2.16M0.84%+13,02713F-HRTimeline
Secure Asset Management, LLC17,317$2.15M0.3%+16,55213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC17,232$2.14M0.63%+12,92413F-HRTimeline
HHM Wealth Advisors, LLC17,220$2.14M0.22%+12,91113F-HRTimeline
Cascade Wealth Advisors, Inc17,116$2.13M0.86%+113F-HRTimeline
SFMG, LLC17,087$2.12M0.13%+12,81513F-HRTimeline
Asset Dedication, LLC17,077$2.12M0.13%+12,61113F-HRTimeline
Cooper Financial Group17,051$2.12M0.18%+11,95513F-HRTimeline
Cedarwood Wealth LLC17,030$2.11M1.6%+12,99713F-HRTimeline
PFG Investments, LLC16,953$2.11M0.08%+12,68513F-HRTimeline
Allodium Investment Consultants, LLC16,944$2.1M0.89%+12,70313F-HRTimeline
Latitude Advisors, LLC16,836$2.09M0.83%+14,18013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC16,824$2.09M0.22%+12,61813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC16,812$2.09M0.07%+14,09913F-HRTimeline
BSW Wealth Partners16,806$2.09M0.23%+12,78213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…16,747$2.08M0.02%+11,88913F-HRTimeline
ROMAN BUTLER FULLERTON & CO17,026$2.07M0.49%+12,74913F-HRTimeline
Empowered Funds, LLC16,599$2.06M0.01%+12,00713F-HRTimeline
Raab & Moskowitz Asset Management LLC16,588$2.06M0.41%+12,44113F-HRTimeline
Financial Perspectives, Inc16,577$2.06M0.5%+12,66213F-HRTimeline
Brown Financial Advisory16,563$2.06M0.86%+12,19613F-HRTimeline
Columbia Bank16,538$2.05M0.46%+12,89313F-HRTimeline
RiverGlades Family Offices LLC16,528$2.05M0.94%new13F-HRTimeline
BEACON FINANCIAL GROUP16,518$2.05M0.19%+12,09113F-HRTimeline
Broadview Financial Management, LLC16,499$2.05M1.25%+12,27813F-HRTimeline
S.A. Mason LLC16,464$2.04M0.63%+12,34813F-HRTimeline
Avestar Capital, LLC16,372$2.03M0.12%+12,27913F-HRTimeline
Beacon Financial Advisory LLC16,362$2.03M0.4%+11,82813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.16,324$2.03M0.45%+12,24313F-HRTimeline