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Disclosery

IWF ISHARES TR

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STOK (fund)

2,202 managers (2,222 13F filers) reported a position in IWF shares at 2025-03-31, 202,646,058 shares in all. 89 filers opened a position and 153 filers sold out during the quarter.

Managers
2,202
13F filers
2,222
New
89
Added
628
Reduced
929
Sold out
153
Shares held by filers
202,646,058

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Savvy Advisors, Inc.6,762$2.44M0.25%+99213F-HRTimeline
Betterment LLC6,746$2.44M0.01%+9313F-HRTimeline
General Partner, Inc.6,696$2.42M1.57%013F-HRTimeline
Flywheel Private Wealth LLC6,663$2.41M2.19%-22413F-HRTimeline
Trilogy Capital Inc.6,660$2.4M0.13%+27313F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,628$2.39M0.36%new13F-HRTimeline
Beirne Wealth Consulting Services, LLC6,616$2.39M0.85%+213F-HRTimeline
TRUST POINT INC.6,588$2.38M0.22%-2513F-HRTimeline
CGN Advisors LLC6,580$2.38M0.23%+11313F-HRTimeline
Gryphon Financial Partners LLC6,549$2.36M0.34%+13713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,548$2.36M0.07%+13813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,543$2.36M1.04%013F-HRTimeline
Auour Investments LLC6,388$2.34M0.85%+1013F-HRTimeline
Cannell & Spears LLC6,483$2.34M0.05%-413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC6,471$2.34M2.33%+1113F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC6,461$2.33M0.06%+1,12313F-HRTimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH6,459$2.33M0.71%013F-HRTimeline
Cambridge Advisors Inc.6,453$2.33M0.51%013F-HRTimeline
GTS SECURITIES LLC6,439$2.33M0.1%new13F-HRTimeline
VANCE WEALTH, LLC6,389$2.31M0.87%-1,24513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,372$2.3M0.17%+9813F-HRTimeline
Brady Martz Wealth Solutions, LLC6,370$2.3M0.52%-27613F-HRTimeline
Independence Bank of Kentucky6,363$2.3M0.36%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.6,356$2.3M1.83%-88413F-HRTimeline
Chesley Taft & Associates LLC6,352$2.29M0.11%+1713F-HRTimeline
Q3 Asset Management6,259$2.26M1.55%+3,53013F-HRTimeline
Plancorp, LLC6,242$2.25M0.09%+1,45413F-HRTimeline
Focus Financial Network, Inc.6,204$2.24M0.09%+38913F-HRTimeline
Hoese & Co LLP6,192$2.24M1.94%013F-HRTimeline
Bogart Wealth, LLC6,189$2.23M0.11%+10713F-HRTimeline
Magnus Financial Group LLC6,169$2.23M0.22%+1,27513F-HRTimeline
WealthBridge Capital Management, LLC6,141$2.22M0.63%-8713F-HRTimeline
Plante Moran Financial Advisors, LLC6,139$2.22M0.19%+3213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,138$2.22M0.75%-1,75513F-HRTimeline
Trademark Financial Management, LLC6,126$2.21M1.69%+11013F-HRTimeline
Veracity Capital LLC6,108$2.21M0.87%-24713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,082$2.2M0.07%+113F-HRTimeline
Clifford Group, LLC6,069$2.19M2.05%-12313F-HRTimeline
Summit Financial Strategies, Inc.6,032$2.18M0.22%+1,01113F-HRTimeline
Investmark Advisory Group LLC6,019$2.17M1.07%-7613F-HRTimeline
Beaton Management Co. Inc.6,009$2.17M1.13%-15013F-HRTimeline
Palisade Asset Management, LLC6,000$2.17M0.22%-3413F-HRTimeline
ALM First Financial Advisors, LLC7,285$2.16M0.49%013F-HRTimeline
Wescott Financial Advisory Group, LLC5,993$2.16M0.22%-14113F-HRTimeline
SEVEN MILE ADVISORY5,979$2.16M1.44%-23913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,973$2.16M0.04%+25213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,968$2.16M0.05%+35113F-HRTimelineGroup
National Philanthropic Trust5,965$2.15M0.03%+42713F-HRTimeline
Quadrant Private Wealth Management, LLC5,928$2.14M0.53%-72713F-HRTimeline
Marmo Financial Group, LLC5,926$2.14M1.17%+35713F-HRTimeline
GRIES FINANCIAL LLC5,895$2.13M0.41%-3313F-HRTimeline
TD Asset Management Inc5,893$2.13M<0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,880$2.12M0.07%-44313F-HRTimeline
Cornerstone Wealth Management, LLC5,876$2.12M0.14%013F-HRTimeline
Blankinship & Foster, LLC5,875$2.12M0.54%+78013F-HRTimeline
Manchester Capital Management LLC5,872$2.12M0.26%-213F-HRTimeline
Ausdal Financial Partners, Inc.5,871$2.12M0.16%+30013F-HRTimeline
Allegheny Financial Group5,868$2.12M0.54%+39113F-HRTimeline
GWN SECURITIES INC.5,641$2.1M0.12%+4,53613F-HRTimeline
Wick Capital Partners, LLC5,765$2.08M0.62%+45713F-HRTimeline
Cooper Financial Group5,762$2.08M0.27%-56313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,753$2.08M0.16%-66313F-HRTimeline
Koshinski Asset Management, Inc.5,732$2.07M0.18%+14013F-HRTimeline
Cascade Wealth Advisors, Inc5,852$2.06M1.43%-8013F-HRTimeline
Autumn Glory Partners, LLC5,707$2.06M1.02%013F-HRTimeline
Sterling Investment Counsel, LLC5,695$2.06M0.7%new13F-HRTimeline
TD Waterhouse Canada Inc.5,612$2.04M0.02%+1,04613F-HRTimeline
Dentgroup LLC5,652$2.04M1.53%+4,83613F-HRTimeline
Greenspring Advisors, LLC5,651$2.04M0.48%-4813F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,648$2.04M1.22%013F-HRTimeline
Insight Inv LLC5,626$2.03M1.4%-1413F-HRTimeline
Independent Advisor Alliance5,590$2.02M0.07%-33,16213F-HRTimeline
Clear Creek Financial Management, LLC5,589$2.02M0.21%-35313F-HRTimeline
Detalus Advisors, LLC5,584$2.02M0.63%new13F-HRTimeline
Trust Co of the South5,564$2.01M0.42%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,528$2M0.18%-2,29513F-HR/ATimeline
Balentine LLC5,535$2M0.08%new13F-HRTimeline
Cannon Financial Strategists, Inc.5,520$1.99M0.34%-1,03613F-HRTimeline
Secure Asset Management, LLC5,494$1.98M0.4%+3,98813F-HRTimeline
BEARING POINT CAPITAL, LLC5,488$1.98M0.42%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,474$1.98M0.27%-55113F-HRTimeline
Old Mission Investment Co LLC5,462$1.97M0.59%-8213F-HRTimeline
Tarbox Family Office, Inc.5,449$1.97M0.33%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,428$1.96M0.05%+1,16513F-HRTimelineGroup
LEE DANNER & BASS INC5,424$1.96M0.16%-8813F-HRTimeline
Modern Wealth Management, LLC5,419$1.96M0.06%-613F-HR/ATimeline
JP Wealth Management, Inc.5,400$1.95M1.57%013F-HRTimeline
Salomon & Ludwin, LLC5,389$1.95M0.21%-5013F-HRTimeline
Empirical Asset Management, LLC5,366$1.94M0.66%+7113F-HRTimeline
HUB Investment Partners, LLC5,297$1.91M0.08%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,292$1.91M0.18%-6,67413F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC5,273$1.9M0.01%-57413F-HRTimelineGroup
FORTE CAPITAL LLC /ADV5,263$1.9M0.23%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,254$1.9M0.63%-35013F-HRTimeline
Regal Investment Advisors LLC5,245$1.89M0.15%-1,65013F-HRTimeline
RiverFront Investment Group, LLC5,210$1.88M0.04%+76613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,199$1.88M0.06%+67313F-HRTimeline
Almanack Investment Partners, LLC.5,189$1.87M0.37%-2,13913F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.5,188$1.87M1.86%-113F-HRTimeline
Investment Advisory Group, LLC5,156$1.86M0.62%+1413F-HRTimeline
Caldwell Trust Co5,146$1.86M0.2%+11713F-HRTimeline
Archer Investment Corp5,135$1.85M0.48%-44613F-HRTimeline
Great Waters Wealth Management5,132$1.85M0.26%-1,12013F-HRTimeline
Sovran Advisors, LLC5,405$1.85M0.24%-62713F-HRTimeline
Beacon Financial Advisory LLC5,112$1.85M0.56%+48213F-HRTimeline
Providence Capital Advisors, LLC5,108$1.84M0.38%-30313F-HRTimeline
Welch & Forbes LLC5,090$1.84M0.02%+54213F-HRTimeline
Acropolis Investment Management, LLC5,074$1.83M0.11%-6313F-HRTimeline
USAdvisors Wealth Management, LLC5,057$1.83M0.64%-5913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,050$1.82M0.16%-5,50113F-HRTimeline
Asset Dedication, LLC5,048$1.82M0.15%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,037$1.82M0.06%+8113F-HRTimeline
IFG Advisors, LLC5,022$1.81M0.35%-913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC5,012$1.81M1.08%-3013F-HRTimeline
Financial Connections Group, Inc.4,974$1.8M0.81%013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE4,960$1.79M0.53%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,960$1.79M0.18%+66013F-HRTimelineGroup
RPg Family Wealth Advisory, LLC4,949$1.79M0.51%new13F-HRTimeline
Curated Wealth Partners LLC4,927$1.78M0.23%013F-HRTimeline
Performance Wealth Partners, LLC4,911$1.77M0.06%-113F-HRTimeline
Thomasville National Bank4,906$1.77M0.13%-4013F-HRTimeline
VeraBank, N.A.4,853$1.75M0.49%-10013F-HRTimeline
Petix & Botte Co4,852$1.75M0.46%-1213F-HRTimeline
MMA ASSET MANAGEMENT LLC4,831$1.74M0.73%013F-HRTimeline
Berbice Capital Management LLC4,829$1.74M1.5%+1,78513F-HRTimeline
Friday Financial4,753$1.74M1.04%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,813$1.74M0.94%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,800$1.73M0.03%+2,41813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,793$1.73M0.01%-40413F-HRTimelineGroup
Brown Financial Advisory4,771$1.72M1.09%+1,08013F-HRTimeline
Glassman Wealth Services4,740$1.71M0.29%+24913F-HRTimeline
RKL Wealth Management LLC4,701$1.7M0.16%-46413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,682$1.69M0.14%-50913F-HR/ATimeline
Bensler, LLC4,674$1.69M0.21%-2113F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,666$1.68M0.08%+50013F-HRTimeline
Tranquility Partners, LLC4,631$1.67M0.65%+13113F-HRTimeline
1834 INVESTMENT ADVISORS CO4,619$1.67M0.22%-87813F-HRTimeline
Fiduciary Alliance LLC4,610$1.66M0.16%new13F-HRTimeline
Emprise Bank4,594$1.66M0.89%-49213F-HRTimeline
SkyView Investment Advisors, LLC4,583$1.66M0.25%-32513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,696$1.65M0.75%+3,91513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,577$1.65M0.75%-35613F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,575$1.65M0.06%-20013F-HRTimeline
WASHINGTON TRUST Co4,575$1.65M0.06%013F-HRTimeline
Tassel Capital Management, Inc.4,563$1.65M1.44%+46713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,548$1.64M0.31%-613F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,658$1.64M0.64%-3,47113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,524$1.63M0.16%013F-HR/ATimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,502$1.63M0.02%-2313F-HRTimelineGroup
INTRUST BANK NA4,485$1.62M0.16%-413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,475$1.62M0.47%013F-HRTimeline
Broadview Financial Management, LLC4,467$1.61M1.2%-2313F-HRTimeline
BEACON FINANCIAL GROUP4,467$1.61M0.18%-72713F-HRTimeline
Advisors Capital Management, LLC4,457$1.61M0.02%-1,25613F-HRTimeline
Washington Trust Advisors, Inc.4,439$1.6M0.14%+18513F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,438$1.6M0.16%-5713F-HRTimeline
Rossmore Private Capital4,435$1.6M0.2%+1,70013F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,419$1.6M0.87%-2513F-HRTimeline
BOK Financial Private Wealth, Inc.4,418$1.6M0.12%013F-HRTimeline
Grant Street Asset Management, Inc.4,409$1.59M0.39%+413F-HRTimeline
MWA Asset Management4,407$1.59M1.1%-15013F-HRTimeline
Willow Creek Wealth Management Inc.4,406$1.59M0.15%-7013F-HRTimeline
Cascade Financial Partners, LLC4,397$1.59M0.2%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,395$1.59M0.62%013F-HRTimeline
Keystone Wealth Services, LLC4,393$1.59M0.43%-9013F-HRTimeline
TCV Trust & Wealth Management, Inc.4,379$1.58M0.15%013F-HRTimeline
HANCOCK WHITNEY CORP4,378$1.58M0.05%-32613F-HRTimeline
Sage Capital Management, LLC4,371$1.58M0.86%+313F-HRTimeline
Clarkston Capital Partners, LLC4,364$1.58M0.03%+31613F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,349$1.57M0.28%013F-HRTimeline
HTG Investment Advisors, Inc.4,343$1.57M0.65%-8413F-HRTimeline
BURNS J W & CO INC/NY4,323$1.56M0.2%+2613F-HRTimeline
Bedel Financial Consulting, Inc.4,197$1.56M0.22%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC4,264$1.54M0.12%+31213F-HRTimeline
Ironwood Financial, llc4,253$1.54M0.33%-4313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,220$1.52M0.2%-5013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management4,208$1.52M<0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC4,200$1.52M0.08%+28713F-HRTimeline
Engineers Gate Manager LP4,189$1.51M0.03%+2,72513F-HRTimeline
Norris Financial Group, LLC4,189$1.51M0.71%-1,43213F-HRTimeline
MBL Wealth, LLC4,171$1.51M0.15%+1013F-HRTimeline
Jupiter Wealth Management LLC3,735$1.5M0.91%013F-HRTimeline
Brio Consultants, LLC4,148$1.5M0.24%+53313F-HR/ATimeline
S.A. Mason LLC4,144$1.5M0.79%013F-HRTimeline
RFP Financial Group LLC4,135$1.49M0.6%013F-HRTimeline
RENASANT BANK4,102$1.48M0.98%-7513F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC4,094$1.48M1.09%-8413F-HRTimeline
Cambridge Financial Group, LLC4,088$1.48M0.63%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,085$1.48M0.57%-32013F-HRTimeline
Raab & Moskowitz Asset Management LLC4,076$1.47M0.37%-2913F-HRTimeline
REGIMEN WEALTH, LLC4,068$1.47M0.47%+413F-HRTimeline
Jacobi Capital Management LLC4,068$1.47M0.11%-37513F-HRTimeline
Rockwood Wealth Management, LLC4,059$1.47M0.15%-40913F-HRTimeline
Financial Sense Advisors, Inc.4,051$1.46M0.42%+27113F-HRTimeline
Gallacher Capital Management LLC4,036$1.46M0.71%-3013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,034$1.46M0.03%+10213F-HRTimeline
BSW Wealth Partners4,019$1.45M0.22%+55013F-HRTimeline
Laurel Wealth Advisors LLC4,015$1.45M0.23%+3113F-HRTimeline
Wealthspire Retirement, LLC3,993$1.44M0.11%-1013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…3,983$1.44M0.39%013F-HRTimeline