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Disclosery

IWF ISHARES TR

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STOK (fund)

2,290 managers (2,311 13F filers) reported a position in IWF shares at 2024-12-31, 200,497,366 shares in all. 135 filers opened a position and 61 filers sold out during the quarter.

Managers
2,290
13F filers
2,311
New
135
Added
684
Reduced
771
Sold out
61
Shares held by filers
200,497,366

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Park Edge Advisors, LLC6,911$2.78M0.81%-3,28213F-HRTimeline
GC Wealth Management RIA, LLC6,902$2.77M0.49%+28313F-HRTimeline
Regal Investment Advisors LLC6,895$2.77M0.21%+16013F-HRTimeline
Flywheel Private Wealth LLC6,887$2.77M2.54%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC6,936$2.76M0.61%+30313F-HRTimeline
Midwest Professional Planners, LTD.6,779$2.72M0.81%-47913F-HRTimeline
Alliance Wealth Management Group6,762$2.72M0.73%013F-HRTimeline
Perennial Investment Advisors, LLC6,726$2.7M0.32%-1,19013F-HRTimeline
COURIER CAPITAL LLC6,716$2.7M0.19%+1,90613F-HRTimeline
JFG Wealth Management, LLC6,715$2.7M0.62%-21313F-HRTimeline
General Partner, Inc.6,696$2.69M1.62%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,664$2.68M0.33%+1,98013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC6,655$2.67M0.66%013F-HRTimeline
Betterment LLC6,653$2.67M0.01%-4713F-HRTimeline
Beirne Wealth Consulting Services, LLC6,614$2.66M0.96%+713F-HRTimeline
TRUST POINT INC.6,613$2.66M0.18%-2213F-HRTimeline
Cannon Financial Strategists, Inc.6,556$2.63M0.45%-2813F-HRTimeline
WMS Partners, LLC6,547$2.63M0.15%+34113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,543$2.63M1.22%013F-HRTimeline
Brady Martz Wealth Solutions, LLC6,646$2.63M0.63%13F-HRTimeline
Global Trust Asset Management, LLC6,540$2.63M1%-56413F-HRTimeline
Merriman Wealth Management, LLC6,536$2.62M0.11%-31713F-HRTimeline
Moloney Securities Asset Management, LLC6,513$2.62M0.35%-13913F-HRTimeline
Auour Investments LLC6,378$2.61M0.91%-313F-HRTimeline
Cannell & Spears LLC6,487$2.61M0.05%-11013F-HRTimeline
CGN Advisors LLC6,467$2.6M0.25%-413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC6,460$2.59M2.58%13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH6,459$2.59M0.76%-7013F-HRTimeline
Cambridge Advisors Inc.6,453$2.59M0.58%013F-HRTimeline
Revolve Wealth Partners, LLC6,447$2.59M0.38%+15313F-HR/ATimeline
NORRIS PERNE & FRENCH LLP/MI6,416$2.58M0.19%013F-HRTimeline
Gryphon Financial Partners LLC6,412$2.57M0.37%-1,24813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,410$2.57M0.07%-88513F-HRTimeline
Trilogy Capital Inc.6,387$2.57M0.13%+28413F-HRTimeline
Independence Bank of Kentucky6,363$2.56M0.39%+93513F-HRTimeline
Veracity Capital LLC6,355$2.55M0.93%-313F-HRTimeline
Chesley Taft & Associates LLC6,335$2.54M0.12%-313F-HRTimeline
Cooper Financial Group6,325$2.54M0.31%-33013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,323$2.54M0.09%+2613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,274$2.52M0.18%-71713F-HRTimeline
Great Waters Wealth Management6,252$2.51M0.32%-17113F-HRTimeline
WealthBridge Capital Management, LLC6,228$2.5M0.69%+10613F-HRTimeline
DAVENPORT & Co LLC6,224$2.5M0.01%+33513F-HRTimeline
SEVEN MILE ADVISORY6,218$2.5M1.59%+24813F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…6,193$2.49M<0.01%+2,97413F-HRTimelineGroup
Clifford Group, LLC6,192$2.49M1.9%-24113F-HRTimeline
Hoese & Co LLP6,192$2.49M2.16%-20013F-HRTimeline
Beaton Management Co. Inc.6,159$2.47M1.25%013F-HRTimeline
Wescott Financial Advisory Group, LLC6,134$2.46M0.26%+313F-HRTimeline
Plante Moran Financial Advisors, LLC6,107$2.45M0.2%013F-HRTimeline
Investmark Advisory Group LLC6,095$2.45M1.2%+15213F-HRTimeline
Bogart Wealth, LLC6,082$2.44M0.12%-11913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,081$2.44M0.08%-4413F-HRTimeline
Palisade Asset Management, LLC6,034$2.42M0.25%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,025$2.42M0.31%-813F-HRTimeline
Trademark Financial Management, LLC6,016$2.42M1.92%+39913F-HRTimeline
ALM First Financial Advisors, LLC7,285$2.41M0.57%013F-HRTimeline
Clear Creek Financial Management, LLC5,942$2.39M0.26%-67913F-HRTimeline
Sovran Advisors, LLC6,032$2.38M0.34%13F-HRTimeline
Cascade Wealth Advisors, Inc5,932$2.38M1.61%-13913F-HRTimeline
GRIES FINANCIAL LLC5,928$2.38M0.42%-15913F-HRTimeline
TD Asset Management Inc5,893$2.37M<0.01%+18813F-HRTimeline
Cornerstone Wealth Management, LLC5,876$2.36M0.16%+1313F-HRTimeline
Manchester Capital Management LLC5,874$2.36M0.27%-1813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,847$2.35M0.01%+3,24013F-HRTimelineGroup
Catalina Capital Group, LLC5,831$2.34M0.77%-14613F-HRTimeline
Focus Financial Network, Inc.5,815$2.33M0.09%+47013F-HRTimeline
Savvy Advisors, Inc.5,770$2.32M0.28%+16113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,721$2.3M0.04%+1,80513F-HRTimelineGroup
Advisors Capital Management, LLC5,713$2.29M0.04%+12013F-HRTimeline
Autumn Glory Partners, LLC5,707$2.29M1.12%013F-HRTimeline
Greenspring Advisors, LLC5,699$2.29M0.5%-1013F-HRTimeline
Blue Investment Partners LLC5,688$2.28M0.84%+7413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,648$2.27M1.26%013F-HRTimeline
Insight Inv LLC5,640$2.27M1.58%+5,32913F-HRTimeline
Norris Financial Group, LLC5,621$2.26M1.06%+5713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,617$2.26M0.06%+5213F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC5,604$2.25M0.68%+82613F-HRTimeline
Koshinski Asset Management, Inc.5,592$2.25M0.2%+27413F-HRTimeline
Archer Investment Corp5,581$2.24M0.6%-213F-HRTimeline
Ausdal Financial Partners, Inc.5,571$2.24M0.19%+21313F-HRTimeline
Marmo Financial Group, LLC5,569$2.24M1.21%-2613F-HRTimeline
Trust Co of the South5,564$2.23M0.45%-61613F-HRTimeline
Old Mission Investment Co LLC5,544$2.23M0.66%+513F-HRTimeline
National Philanthropic Trust5,538$2.22M0.03%-1,76113F-HRTimeline
LEE DANNER & BASS INC5,512$2.21M0.18%+2,09513F-HRTimeline
1834 INVESTMENT ADVISORS CO5,497$2.21M0.28%-7,70413F-HRTimeline
BEARING POINT CAPITAL, LLC5,488$2.2M0.46%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,479$2.2M0.07%+61413F-HRTimelineGroup
Allegheny Financial Group5,477$2.2M0.57%+1,54113F-HRTimeline
Tarbox Family Office, Inc.5,449$2.19M0.36%+113F-HRTimeline
Salomon & Ludwin, LLC5,439$2.18M0.23%-22613F-HRTimeline
Modern Wealth Management, LLC5,425$2.18M0.08%+3,90513F-HR/ATimeline
Providence Capital Advisors, LLC5,411$2.17M0.44%+30313F-HRTimeline
JP Wealth Management, Inc.5,400$2.17M1.59%13F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC5,338$2.14M0.05%+9813F-HRTimelineGroup
Wick Capital Partners, LLC5,308$2.13M0.63%+8613F-HR/ATimeline
HUB Investment Partners, LLC5,297$2.13M0.09%+9913F-HRTimeline
Cyndeo Wealth Partners, LLC5,288$2.12M0.14%-8313F-HRTimeline
Forefront Wealth Partners, LLC5,275$2.12M1.58%13F-HRTimeline
FORTE CAPITAL LLC /ADV5,263$2.11M0.24%-113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,197$2.09M0.02%+59113F-HRTimelineGroup
BEACON FINANCIAL GROUP5,194$2.09M0.22%-14613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,191$2.08M0.17%+61913F-HR/ATimeline
LUTS & GREENLEIGH GROUP, INC.5,189$2.08M2.06%-4613F-HRTimeline
RKL Wealth Management LLC5,165$2.07M0.18%new13F-HRTimeline
Investment Advisory Group, LLC5,142$2.07M0.69%+23813F-HRTimeline
Acropolis Investment Management, LLC5,137$2.06M0.12%+11513F-HRTimeline
USAdvisors Wealth Management, LLC5,116$2.05M0.67%-4313F-HRTimeline
Blankinship & Foster, LLC5,095$2.05M0.5%-14513F-HRTimeline
Emprise Bank5,086$2.04M1.15%013F-HRTimeline
Clarius Group, LLC5,063$2.03M0.14%-61113F-HRTimeline
Asset Dedication, LLC5,048$2.03M0.16%-8913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,042$2.02M1.15%-10913F-HRTimeline
Thrive Wealth Management, LLC5,036$2.02M0.36%+2,49813F-HRTimeline
IFG Advisors, LLC5,031$2.02M0.4%+413F-HRTimeline
Caldwell Trust Co5,029$2.02M0.21%-2,50013F-HRTimeline
Summit Financial Strategies, Inc.5,021$2.02M0.22%-5913F-HRTimeline
Financial Connections Group, Inc.4,974$2M0.96%013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE4,960$1.99M0.59%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,956$1.99M0.07%-1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VeraBank, N.A.4,953$1.99M0.56%-1013F-HRTimeline
Thomasville National Bank4,946$1.99M0.14%-2513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,933$1.98M0.89%13F-HRTimeline
Curated Wealth Partners LLC4,927$1.98M0.23%013F-HRTimeline
Performance Wealth Partners, LLC4,912$1.97M0.06%013F-HRTimeline
SkyView Investment Advisors, LLC4,908$1.97M0.31%013F-HRTimeline
Magnus Financial Group LLC4,894$1.97M0.19%-26313F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding4,880$1.96M+2,440Timeline
Vestmark Advisory Solutions, Inc.4,866$1.95M0.07%new13F-HRTimeline
Petix & Botte Co4,864$1.95M0.51%+10013F-HRTimeline
MMA ASSET MANAGEMENT LLC4,831$1.94M0.85%-6,91413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,812$1.93M0.95%+113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,794$1.93M0.07%+5213F-HRTimeline
Plancorp, LLC4,788$1.92M0.08%+113F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,775$1.92M0.07%-64113F-HRTimeline
Friday Financial4,753$1.91M1.32%13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,722$1.9M+1,564Timeline
Compound Planning, Inc.4,711$1.89M0.1%+2,16413F-HRTimeline
HANCOCK WHITNEY CORP4,704$1.89M0.06%+44613F-HRTimeline
Bensler, LLC4,695$1.89M0.22%+2213F-HRTimeline
Empirical Asset Management, LLC5,295$1.87M0.62%+113F-HRTimeline
Beacon Financial Advisory LLC4,630$1.86M0.6%+42813F-HRTimeline
Selective Wealth Management, Inc.4,703$1.86M0.75%+12213F-HRTimeline
WASHINGTON TRUST Co4,575$1.84M0.07%-513F-HRTimeline
TD Waterhouse Canada Inc.4,566$1.83M0.01%-10713F-HRTimeline
MWA Asset Management4,557$1.83M1.22%-24413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,554$1.83M0.35%+613F-HRTimeline
Welch & Forbes LLC4,548$1.83M0.02%+33313F-HRTimeline
Maxwell Wealth Strategies Inc.4,543$1.82M0.74%-9713F-HRTimeline
Tranquility Partners, LLC4,500$1.82M0.68%-26113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,526$1.82M0.06%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,525$1.82M0.02%-16213F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC4,524$1.82M0.17%-7613F-HR/ATimeline
Rockwood Wealth Management, LLC4,468$1.81M0.2%-16013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,495$1.81M0.17%+113F-HRTimeline
Glassman Wealth Services4,491$1.8M0.3%-12213F-HRTimeline
Broadview Financial Management, LLC4,490$1.8M1.29%-6613F-HRTimeline
INTRUST BANK NA4,489$1.8M0.18%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,485$1.8M0.12%013F-HRTimeline
Keystone Wealth Services, LLC4,483$1.8M0.48%+14713F-HRTimeline
Willow Creek Wealth Management Inc.4,476$1.8M0.18%-12413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,475$1.8M0.54%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC4,469$1.79M0.08%-19213F-HRTimeline
RiverFront Investment Group, LLC4,444$1.78M0.04%+1,69413F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,444$1.78M0.98%13F-HRTimeline
Jacobi Capital Management LLC4,443$1.78M0.13%+213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,440$1.78M0.01%-2013F-HRTimeline
HTG Investment Advisors, Inc.4,427$1.78M0.81%-20913F-HRTimeline
BOK Financial Private Wealth, Inc.4,418$1.77M0.13%013F-HRTimeline
Grant Street Asset Management, Inc.4,405$1.77M0.46%+413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,405$1.77M0.65%-10613F-HRTimeline
Cascade Financial Partners, LLC4,397$1.77M0.23%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,395$1.76M0.69%-4213F-HRTimeline
IBEX WEALTH ADVISORS4,385$1.76M0.21%new13F-HRTimeline
Apella Capital, LLC4,385$1.76M0.07%013F-HRTimeline
Asset Allocation Strategies LLC4,285$1.76M0.42%+56513F-HRTimeline
TCV Trust & Wealth Management, Inc.4,379$1.76M0.16%-9013F-HRTimeline
HMS Capital Management, LLC4,371$1.76M0.85%013F-HRTimeline
Sage Capital Management, LLC4,368$1.75M0.89%+313F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,349$1.75M0.31%013F-HRTimeline
Vise Technologies, Inc.4,336$1.74M0.15%+25913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,300$1.73M0.17%+12513F-HRTimelineGroup
BURNS J W & CO INC/NY4,297$1.73M0.22%-2013F-HRTimeline
Ironwood Financial, llc4,296$1.73M0.36%-25113F-HRTimeline
Bedel Financial Consulting, Inc.4,197$1.72M0.24%-17813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,270$1.71M0.26%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,263$1.71M0.03%+62513F-HRTimelineGroup
Washington Trust Advisors, Inc.4,254$1.71M0.14%-42513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC4,232$1.7M0.54%+3513F-HRTimeline
Lloyd Advisory Services, LLC.4,213$1.69M0.8%+3613F-HRTimeline
Independent Solutions Wealth Management…4,190$1.68M0.37%+46113F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC4,178$1.68M1.15%-11013F-HRTimeline
RENASANT BANK4,177$1.68M1.09%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,175$1.68M0.18%-80813F-HRTimeline
PFG Investments, LLC4,168$1.67M0.1%+513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,166$1.67M0.07%013F-HRTimeline
MBL Wealth, LLC4,161$1.67M0.17%+7513F-HRTimeline
S.A. Mason LLC4,144$1.66M0.87%013F-HRTimeline
RFP Financial Group LLC4,135$1.66M0.65%013F-HRTimeline