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Disclosery

IWF ISHARES TR

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STOK (fund)

2,280 managers (2,303 13F filers) reported a position in IWF shares at 2025-06-30, 197,179,133 shares in all. 165 filers opened a position and 79 filers sold out during the quarter.

Managers
2,280
13F filers
2,303
New
165
Added
697
Reduced
836
Sold out
79
Shares held by filers
197,179,133

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Revolve Wealth Partners, LLC6,696$2.84M0.37%-1,04613F-HRTimeline
Cannell & Spears LLC6,673$2.83M0.06%+19013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,671$2.83M0.05%+70313F-HRTimelineGroup
Alliance Wealth Management Group6,638$2.82M0.72%-12413F-HRTimeline
MONECO ADVISORS, LLC6,622$2.81M0.26%-24613F-HRTimeline
Crewe Advisors LLC6,559$2.78M0.39%-29413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,554$2.78M0.08%+613F-HRTimeline
Bogart Wealth, LLC6,548$2.78M0.12%+35913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,543$2.78M1.09%013F-HRTimeline
CGN Advisors LLC6,529$2.77M0.25%-5113F-HRTimeline
Chesley Taft & Associates LLC6,508$2.76M0.12%+15613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH6,459$2.74M0.77%013F-HRTimeline
TRUST POINT INC.6,408$2.72M0.26%-18013F-HRTimeline
Fisher Asset Management, LLC6,401$2.72M<0.01%-2,44013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,396$2.71M0.09%+3,17713F-HRTimelineGroup
Cambridge Advisors Inc.6,368$2.7M0.57%-8513F-HRTimeline
Q3 Asset Management6,366$2.7M0.95%+10713F-HRTimeline
Independence Bank of Kentucky6,363$2.7M0.38%013F-HRTimeline
Wescott Financial Advisory Group, LLC6,351$2.7M0.26%+35813F-HRTimeline
Redhawk Wealth Advisors, Inc.6,330$2.69M0.34%-5,26313F-HRTimeline
Modern Wealth Management, LLC6,327$2.69M0.07%+90813F-HR/ATimeline
Auour Investments LLC6,299$2.67M0.92%-8913F-HRTimeline
Moss Adams Wealth Advisors LLC6,294$2.67M0.24%-1,09413F-HRTimeline
Cascade Wealth Advisors, Inc5,984$2.67M1.51%+13213F-HRTimeline
Plancorp, LLC6,280$2.67M0.09%+3813F-HRTimeline
Magnus Financial Group LLC6,260$2.66M0.23%+9113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC6,235$2.65M2.24%-23613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,228$2.64M0.02%-84013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.6,221$2.64M2.01%-13513F-HRTimeline
Flywheel Private Wealth LLC6,195$2.63M2.11%-46813F-HRTimeline
RiverFront Investment Group, LLC6,180$2.62M0.05%+97013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,165$2.62M0.08%+8313F-HRTimeline
Koshinski Asset Management, Inc.6,164$2.62M0.2%+43213F-HRTimeline
WealthBridge Capital Management, LLC6,161$2.62M0.66%+2013F-HRTimeline
Brady Martz Wealth Solutions, LLC6,134$2.6M0.5%-23613F-HRTimeline
Clark Capital Management Group, Inc.6,118$2.6M0.02%-28,06713F-HRTimeline
GGM Financial LLC6,091$2.59M1.5%+4,63713F-HR/ATimeline
Beaton Management Co. Inc.6,034$2.56M1.25%+2513F-HRTimeline
Allegheny Financial Group6,013$2.55M0.57%+14513F-HRTimeline
ALM First Financial Advisors, LLC7,285$2.55M0.55%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,978$2.54M0.05%+55013F-HRTimelineGroup
Cornerstone Wealth Management, LLC5,954$2.53M0.15%+7813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,937$2.52M0.08%+5713F-HRTimeline
Investmark Advisory Group LLC5,931$2.52M1.18%-8813F-HRTimeline
Veracity Capital LLC5,896$2.5M0.87%-21213F-HRTimeline
Clifford Group, LLC5,893$2.5M2.06%-17613F-HRTimeline
Marmo Financial Group, LLC5,893$2.5M1.25%-3313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,891$2.5M0.04%-8213F-HRTimelineGroup
SEVEN MILE ADVISORY5,887$2.5M1.5%-9213F-HRTimeline
Palisade Asset Management, LLC5,885$2.5M0.25%-11513F-HRTimeline
Blankinship & Foster, LLC5,848$2.48M0.58%-2713F-HRTimeline
GRIES FINANCIAL LLC5,845$2.48M0.45%-5013F-HRTimeline
Independent Advisor Alliance5,826$2.47M0.07%+23613F-HRTimeline
Financial Management Professionals, Inc.5,770$2.45M0.28%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,770$2.45M0.19%+24213F-HRTimeline
Wick Capital Partners, LLC8,715$2.45M0.64%+2,95013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC5,761$2.45M0.05%-70013F-HRTimelineGroup
Regal Investment Advisors LLC5,713$2.43M0.18%+46813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC5,708$2.42M0.13%-3,97713F-HRTimeline
Salomon & Ludwin, LLC5,720$2.42M0.24%+33113F-HRTimeline
Vise Technologies, Inc.5,671$2.41M0.1%13F-HRTimeline
Autumn Glory Partners, LLC5,668$2.41M1.13%-3913F-HRTimeline
Insight Inv LLC5,626$2.39M1.6%013F-HRTimeline
Welch & Forbes LLC5,615$2.38M0.03%+52513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,589$2.37M0.27%-3,49313F-HRTimeline
Detalus Advisors, LLC5,583$2.37M0.69%-113F-HRTimeline
Obermeyer Wealth Partners5,573$2.37M0.12%+2,00813F-HRTimeline
Trust Co of the South5,564$2.36M0.42%013F-HRTimeline
Balentine LLC5,535$2.35M0.09%013F-HRTimeline
Asset Dedication, LLC5,498$2.33M0.17%+45013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.5,497$2.33M0.62%+1,02213F-HRTimeline
Hoese & Co LLP5,486$2.33M1.88%-70613F-HRTimeline
Cooper Financial Group5,479$2.33M0.27%-28313F-HRTimeline
Plante Moran Financial Advisors, LLC5,477$2.33M0.16%-66213F-HRTimeline
Old Mission Investment Co LLC5,465$2.32M0.63%+313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,452$2.31M0.18%+77013F-HR/ATimeline
Tarbox Family Office, Inc.5,449$2.31M0.35%013F-HRTimeline
National Philanthropic Trust5,441$2.31M0.03%-52413F-HRTimeline
Quadrant Private Wealth Management, LLC5,428$2.3M0.48%-50013F-HRTimeline
LEE DANNER & BASS INC5,424$2.3M0.18%013F-HRTimeline
Cannon Financial Strategists, Inc.5,410$2.3M0.36%-11013F-HRTimeline
JP Wealth Management, Inc.5,400$2.29M1.72%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC5,373$2.28M0.27%-1,25513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,369$2.28M0.38%+82113F-HRTimeline
Empirical Asset Management, LLC5,366$2.28M0.7%013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…5,358$2.27M<0.01%-10,22613F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC5,343$2.27M0.28%-13113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,036$2.27M0.73%+34013F-HRTimeline
Litman Gregory Wealth Management LLC5,307$2.25M0.18%+4,51613F-HRTimeline
HUB Investment Partners, LLC5,297$2.25M0.08%013F-HRTimeline
Cascade Financial Partners, LLC5,297$2.25M0.27%+90013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.5,296$2.25M2.16%+10813F-HRTimeline
TD Asset Management Inc5,285$2.24M<0.01%-60813F-HRTimeline
FORTE CAPITAL LLC /ADV5,263$2.23M0.24%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,252$2.23M1.18%-39613F-HRTimeline
VeraBank, N.A.5,228$2.22M0.45%+37513F-HRTimeline
BEARING POINT CAPITAL, LLC5,217$2.22M0.41%-27113F-HRTimeline
EVOKE WEALTH, LLC5,217$2.21M0.05%+4,37813F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI5,213$2.21M0.15%-54013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,199$2.21M0.07%013F-HRTimeline
Almanack Investment Partners, LLC.5,189$2.2M0.35%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,169$2.19M0.62%-8513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,167$2.19M0.04%+1,13313F-HRTimeline
Acropolis Investment Management, LLC5,146$2.18M0.12%+7213F-HRTimeline
Caldwell Trust Co5,146$2.18M0.22%013F-HRTimeline
IFG Advisors, LLC5,145$2.18M0.37%+12313F-HRTimeline
Great Waters Wealth Management5,133$2.18M0.28%+113F-HRTimeline
Investment Advisory Group, LLC5,126$2.18M0.66%-3013F-HRTimeline
Archer Investment Corp5,120$2.17M0.52%-1513F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,905$2.16M0.64%+24713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,052$2.14M<0.01%new13F-HRTimelineGroup
Tassel Capital Management, Inc.5,047$2.14M1.65%+48413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,037$2.14M0.07%013F-HR/ATimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,033$2.14M0.76%+1,52013F-HRTimeline
Arax Advisory Partners2,920$2.14M0.1%-96713F-HRTimeline
Florida Trust Wealth Management Co5,029$2.14M0.07%+1,05213F-HRTimeline
Forefront Wealth Partners, LLC5,275$2.12M1.45%+1,84513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,986$2.12M0.03%+18613F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE4,960$2.11M0.6%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.4,954$2.1M0.54%+3,65113F-HRTimeline
Secure Asset Management, LLC4,933$2.09M0.39%-56113F-HRTimeline
Curated Wealth Partners LLC4,928$2.09M0.25%+113F-HRTimeline
Trademark Financial Management, LLC4,904$2.08M1.27%-1,22213F-HRTimeline
Performance Wealth Partners, LLC4,901$2.08M0.07%-1013F-HRTimeline
Brown Financial Advisory4,869$2.07M1.14%+9813F-HRTimeline
Petix & Botte Co4,838$2.05M0.5%-1413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,820$2.05M1.2%-19213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,796$2.04M1.04%-1713F-HRTimeline
Good Life Advisors, LLC4,795$2.04M0.13%+99613F-HRTimeline
SIMPLEX TRADING, LLC4,759$2.02M0.05%new13F-HRTimeline
RKL Wealth Management LLC4,755$2.02M0.18%+5413F-HRTimeline
Friday Financial4,753$2.02M1.03%013F-HRTimeline
Legacy Trust4,711$2M0.49%-7,53113F-HRTimeline
Advisors Capital Management, LLC4,700$2M0.03%+24313F-HRTimeline
MMA ASSET MANAGEMENT LLC4,695$1.99M0.76%-13613F-HRTimeline
Norris Financial Group, LLC4,683$1.99M0.81%+49413F-HRTimeline
Bensler, LLC4,674$1.98M0.22%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,666$1.98M0.08%013F-HRTimeline
Thomasville National Bank4,664$1.98M0.13%-24213F-HRTimeline
Tranquility Partners, LLC4,621$1.96M0.7%-1013F-HRTimeline
Financial Connections Group, Inc.4,617$1.96M0.81%-35713F-HRTimeline
Glassman Wealth Services4,614$1.96M0.3%-12613F-HRTimeline
Emprise Bank4,594$1.95M0.94%013F-HRTimeline
Grant Street Asset Management, Inc.4,588$1.95M0.44%+17913F-HRTimeline
WASHINGTON TRUST Co4,563$1.94M0.07%-1213F-HRTimeline
Cambridge Financial Group, LLC4,538$1.93M0.72%+45013F-HRTimeline
1834 INVESTMENT ADVISORS CO4,518$1.92M0.24%-10113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,507$1.91M0.17%-1713F-HR/ATimeline
BOK Financial Private Wealth, Inc.4,494$1.91M0.13%+7613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,482$1.9M0.02%-2013F-HRTimelineGroup
INTRUST BANK NA4,476$1.9M0.17%-913F-HRTimeline
Latitude Advisors, LLC4,459$1.89M0.95%+1,73113F-HRTimeline
BEACON FINANCIAL GROUP4,445$1.89M0.2%-2213F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,439$1.88M0.16%+113F-HRTimeline
Tactive Advisors, LLC4,427$1.88M0.61%13F-HRTimeline
Rossmore Private Capital4,421$1.88M0.22%-1413F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,419$1.88M0.96%013F-HRTimeline
Beacon Financial Advisory LLC4,415$1.87M0.48%-69713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,395$1.87M0.68%013F-HRTimeline
Willow Creek Wealth Management Inc.4,392$1.86M0.17%-1413F-HRTimeline
TCV Trust & Wealth Management, Inc.4,379$1.86M0.16%013F-HRTimeline
Sage Capital Management, LLC4,376$1.86M0.89%+513F-HRTimeline
MASECO LLP4,375$1.86M0.07%13F-HRTimeline
HMS Capital Management, LLC4,371$1.86M0.84%013F-HRTimeline
MBL Wealth, LLC4,366$1.85M0.18%+19513F-HRTimeline
Clarkston Capital Partners, LLC4,351$1.85M0.04%-1313F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,349$1.85M0.3%013F-HRTimeline
SkyView Investment Advisors, LLC4,353$1.84M0.26%-23013F-HRTimeline
Symphony Financial Services, Inc.4,322$1.83M1.1%+44713F-HRTimeline
Broadview Financial Management, LLC4,319$1.83M1.25%-14813F-HRTimeline
Financial Sense Advisors, Inc.4,309$1.83M0.44%+25813F-HRTimeline
Bedel Financial Consulting, Inc.4,305$1.83M0.25%+10813F-HRTimeline
Smartleaf Asset Management LLC4,313$1.82M0.16%+3,71313F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC4,253$1.81M0.32%+84913F-HRTimeline
BURNS J W & CO INC/NY4,237$1.8M0.22%-8613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,220$1.79M0.22%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,190$1.78M0.01%-60313F-HR/ATimelineGroup
MWA Asset Management4,175$1.77M1.08%-23213F-HRTimeline
S.A. Mason LLC4,144$1.76M0.85%013F-HRTimeline
Intelligence Driven Advisers, LLC4,131$1.75M0.26%+49513F-HRTimeline
Fiduciary Alliance LLC4,105$1.74M0.13%-50513F-HRTimeline
RENASANT BANK4,091$1.74M1.16%-1113F-HRTimeline
HTG Investment Advisors, Inc.4,086$1.73M0.65%-25713F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,082$1.73M0.06%-49313F-HRTimeline
Raab & Moskowitz Asset Management LLC4,076$1.73M0.41%013F-HRTimeline
Manchester Capital Management LLC4,069$1.73M0.23%-1,80313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC4,059$1.72M0.13%-20513F-HRTimeline
October Effect Ltd4,049$1.72M2.07%13F-HRTimeline
BSW Wealth Partners4,019$1.71M0.23%013F-HRTimeline
Jacobi Capital Management LLC4,018$1.71M0.11%-5013F-HRTimeline
Laurel Wealth Advisors LLC4,015$1.7M0.25%013F-HR/ATimeline
Gallacher Capital Management LLC4,000$1.7M0.79%-3613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,989$1.69M0.5%-2,14913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…3,983$1.69M0.44%013F-HRTimeline
Independent Solutions Wealth Management…3,999$1.69M0.33%+6313F-HRTimeline
Jupiter Wealth Management LLC3,735$1.68M0.85%013F-HRTimeline
CWA Asset Management Group, LLC3,935$1.67M0.07%+1,68513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,920$1.66M0.06%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,901$1.66M0.16%+59113F-HRTimeline
Wealthspire Retirement, LLC3,897$1.65M0.11%-9613F-HRTimeline