Skip to content
Disclosery

IWF ISHARES TR

Follow

STOK (fund)

2,335 managers (2,358 13F filers) reported a position in IWF shares at 2025-09-30, 194,425,570 shares in all. 125 filers opened a position and 62 filers sold out during the quarter.

Managers
2,335
13F filers
2,358
New
125
Added
667
Reduced
883
Sold out
62
Shares held by filers
194,425,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Alliance Wealth Management Group6,638$3.11M0.69%013F-HRTimeline
Snider Financial Group6,621$3.1M0.85%-39413F-HRTimeline
Betterment LLC6,611$3.1M0.01%-45913F-HRTimeline
James J. Burns & Company, LLC6,568$3.08M0.46%-48713F-HRTimeline
Bogart Wealth, LLC6,548$3.07M0.12%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,543$3.06M1.1%013F-HRTimeline
Able Wealth Management LLC6,529$3.06M1.15%-19313F-HRTimeline
Chesley Taft & Associates LLC6,523$3.06M0.13%+1513F-HRTimeline
Radnor Capital Management, LLC6,491$3.04M0.46%-32513F-HRTimeline
Magnus Financial Group LLC6,462$3.03M0.24%+20213F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH6,459$3.03M0.76%013F-HRTimeline
Independence Bank of Kentucky6,443$3.02M0.39%+8013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,439$3.02M0.09%+4313F-HRTimelineGroup
CGN Advisors LLC6,427$3.01M0.25%-10213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC6,402$3M<0.01%-50313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,393$2.99M0.05%+41513F-HRTimelineGroup
Cambridge Advisors Inc.6,359$2.98M0.58%-913F-HRTimeline
Wescott Financial Advisory Group, LLC6,354$2.98M0.27%+313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,280$2.94M0.16%-1,38613F-HRTimeline
Moss Adams Wealth Advisors LLC6,261$2.93M0.23%-3313F-HRTimeline
Modern Wealth Management, LLC6,244$2.92M0.06%-8313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,236$2.92M0.09%+7113F-HRTimeline
Auour Investments LLC6,179$2.89M0.94%-12013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC6,161$2.89M2.21%-7413F-HRTimeline
Flywheel Private Wealth LLC6,159$2.88M2.25%-3613F-HRTimeline
Brady Martz Wealth Solutions, LLC6,133$2.87M0.52%-113F-HRTimeline
FORMULATE FINANCIAL LLC6,128$2.87M3.56%13F-HRTimeline
Allegheny Financial Group6,125$2.87M0.54%+11213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …6,107$2.86M0.04%+21613F-HRTimelineGroup
GGM Financial LLC6,104$2.86M1.44%+1313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,760$2.84M0.23%-34013F-HRTimeline
SEVEN MILE ADVISORY6,052$2.83M0.46%+16513F-HRTimeline
Beaton Management Co. Inc.6,024$2.82M1.28%-1013F-HRTimeline
WealthBridge Capital Management, LLC6,024$2.82M0.66%-13713F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,003$2.81M0.25%+63013F-HRTimeline
ALM First Financial Advisors, LLC7,285$2.81M0.57%013F-HRTimeline
TRUST POINT INC.5,977$2.8M0.23%-43113F-HRTimeline
Koshinski Asset Management, Inc.5,974$2.8M0.19%-19013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,963$2.79M0.2%+2,94313F-HRTimeline
Cornerstone Wealth Management, LLC5,917$2.77M0.15%-3713F-HRTimeline
Edgemoor Investment Advisors, Inc.5,914$2.77M0.21%+2,15213F-HRTimeline
Independent Advisor Alliance5,909$2.77M0.07%+8313F-HRTimeline
Marmo Financial Group, LLC5,898$2.76M1.34%+513F-HRTimeline
ROCKLAND TRUST CO5,889$2.76M0.11%+4,32913F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,889$2.76M0.07%-97713F-HRTimeline
Plancorp, LLC5,835$2.73M0.09%-44513F-HRTimeline
GRIES FINANCIAL LLC5,827$2.73M0.43%-1813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,824$2.73M0.08%-11313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,758$2.72M0.02%-47013F-HRTimeline
Clifford Group, LLC5,808$2.72M2.12%-8513F-HRTimeline
Blankinship & Foster, LLC5,803$2.72M0.59%-4513F-HRTimeline
Obermeyer Wealth Partners5,793$2.71M0.13%+22013F-HRTimeline
Stephens Consulting, LLC5,781$2.71M0.93%-1,38913F-HRTimeline
Norris Financial Group, LLC5,775$2.71M0.99%+1,09213F-HRTimeline
Wick Capital Partners, LLC5,765$2.7M0.64%-2,95013F-HRTimeline
MONECO ADVISORS, LLC5,711$2.67M0.22%-91113F-HRTimeline
Autumn Glory Partners, LLC5,707$2.67M1.1%+3913F-HRTimeline
Palisade Asset Management, LLC5,700$2.67M0.25%-18513F-HRTimeline
Greenspring Advisors, LLC5,651$2.65M0.47%13F-HRTimeline
HUB Investment Partners, LLC5,634$2.64M0.1%+33713F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,633$2.64M0.28%+4413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,625$2.63M0.6%+59213F-HRTimeline
Balentine LLC5,619$2.63M0.1%+8413F-HRTimeline
Welch & Forbes LLC5,615$2.63M0.03%013F-HRTimeline
Detalus Advisors, LLC5,578$2.61M0.68%-513F-HRTimeline
Trust Co of the South5,560$2.6M0.43%-413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,551$2.6M0.11%-4,29513F-HRTimeline
Empirical Asset Management, LLC5,539$2.59M0.72%+17313F-HRTimeline
Investmark Advisory Group LLC5,504$2.58M1.12%-42713F-HRTimeline
Revolve Wealth Partners, LLC5,498$2.58M0.31%-1,19813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.5,497$2.57M0.66%013F-HRTimeline
Asset Dedication, LLC5,476$2.56M0.17%-2213F-HRTimeline
Old Mission Investment Co LLC5,469$2.56M0.62%+413F-HRTimeline
Salomon & Ludwin, LLC5,448$2.56M0.23%-27213F-HRTimeline
Tarbox Family Office, Inc.5,449$2.55M0.37%013F-HRTimeline
National Philanthropic Trust5,441$2.55M0.03%013F-HRTimeline
LEE DANNER & BASS INC5,437$2.55M0.19%+1313F-HRTimeline
Quadrant Private Wealth Management, LLC5,425$2.54M0.46%-313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.5,420$2.54M1.77%-80113F-HRTimeline
Cooper Financial Group5,402$2.53M0.28%-7713F-HRTimeline
JP Wealth Management, Inc.5,400$2.53M1.7%013F-HRTimeline
Sterling Investment Counsel, LLC5,363$2.51M0.81%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,092$2.5M0.67%+18713F-HRTimeline
Cannon Financial Strategists, Inc.5,336$2.5M0.36%-7413F-HRTimeline
Plante Moran Financial Advisors, LLC5,291$2.48M0.16%-18613F-HRTimeline
Caldwell Trust Co5,276$2.47M0.23%+13013F-HRTimeline
Insight Inv LLC5,275$2.47M1.45%-35113F-HRTimeline
Cascade Financial Partners, LLC5,272$2.47M0.28%-2513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,257$2.46M0.01%new13F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC5,254$2.46M0.29%-8913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,252$2.46M1.16%013F-HRTimeline
Cascade Wealth Advisors, Inc5,089$2.45M1.21%-89513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,232$2.45M0.37%-13713F-HRTimeline
Tactive Advisors, LLC5,231$2.45M0.69%+80413F-HRTimeline
Q3 Asset Management5,230$2.45M0.84%-1,13613F-HRTimeline
Great Waters Wealth Management5,221$2.45M0.29%+8813F-HRTimeline
BEARING POINT CAPITAL, LLC5,213$2.44M0.42%-413F-HRTimeline
Hoese & Co LLP5,201$2.44M1.86%-28513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,199$2.44M0.06%013F-HRTimeline
VeraBank, N.A.5,198$2.43M0.46%-3013F-HRTimeline
Almanack Investment Partners, LLC.5,189$2.43M0.38%013F-HRTimeline
Investment Advisory Group, LLC5,154$2.41M0.66%+2813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,142$2.41M0.58%-2713F-HRTimeline
IFG Advisors, LLC5,126$2.4M0.39%-1913F-HRTimeline
Archer Investment Corp5,120$2.4M0.54%013F-HRTimeline
PFG Advisors5,094$2.39M0.1%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,092$2.39M0.03%-2,15313F-HRTimeline
Florida Trust Wealth Management Co5,085$2.38M0.07%+5613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.5,085$2.38M2.14%-21113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,079$2.38M+1,755Timeline
LVM CAPITAL MANAGEMENT LTD/MI5,042$2.36M0.23%+3,57713F-HRTimeline
Tassel Capital Management, Inc.5,042$2.36M1.51%-513F-HRTimeline
Montis Financial, LLC5,025$2.35M0.54%+3,38313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,020$2.35M0.8%-1613F-HRTimeline
Veracity Capital LLC5,012$2.35M0.76%-88413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,982$2.33M0.07%-5513F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…4,975$2.33M<0.01%-38313F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.4,974$2.33M0.54%+2013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE4,960$2.32M0.62%013F-HRTimeline
Trademark Financial Management, LLC4,935$2.31M1.35%+3113F-HRTimeline
Curated Wealth Partners LLC4,928$2.31M0.28%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,915$2.3M0.04%-25213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,899$2.29M<0.01%-13,37413F-HRTimelineGroup
Performance Wealth Partners, LLC4,896$2.29M0.06%-513F-HRTimeline
Petix & Botte Co4,838$2.27M0.52%013F-HRTimeline
Brown Financial Advisory4,830$2.26M1.18%-3913F-HRTimeline
Legacy Trust4,829$2.26M0.45%+11813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,810$2.25M1.19%-1013F-HRTimeline
Tranquility Partners, LLC4,804$2.25M0.76%+18313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,781$2.24M1.07%-1513F-HRTimeline
MMA ASSET MANAGEMENT LLC4,779$2.24M0.75%+8413F-HRTimeline
Fiduciary Alliance LLC4,776$2.24M0.15%+67113F-HRTimeline
Friday Financial4,771$2.23M0.94%+1813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,761$2.23M0.04%+27913F-HRTimelineGroup
RKL Wealth Management LLC4,755$2.23M0.19%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,742$2.22M0.12%-96613F-HRTimeline
Morton Capital Management LLC/CA4,736$2.22M0.36%+90613F-HRTimeline
Advisors Capital Management, LLC4,679$2.19M0.03%-2113F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,666$2.19M0.09%013F-HRTimeline
Acropolis Investment Management, LLC5,146$2.18M0.11%013F-HRTimeline
Bensler, LLC4,652$2.18M0.23%-2213F-HRTimeline
Financial Connections Group, Inc.4,617$2.16M0.84%013F-HRTimeline
Providence Financial Advisors, LLC4,595$2.15M2.05%13F-HRTimeline
Emprise Bank4,594$2.15M0.93%013F-HRTimeline
Glassman Wealth Services4,590$2.15M0.3%-2413F-HRTimeline
Thomasville National Bank4,589$2.15M0.14%-7513F-HRTimeline
RPg Family Wealth Advisory, LLC4,587$2.15M0.47%new13F-HRTimeline
WASHINGTON TRUST Co4,563$2.14M0.07%013F-HRTimeline
Latitude Advisors, LLC4,552$2.13M0.97%+9313F-HRTimeline
Grant Street Asset Management, Inc.4,551$2.13M0.45%-3713F-HRTimeline
Carnegie Investment Counsel4,551$2.13M0.04%+1,37813F-HRTimeline
Cambridge Financial Group, LLC4,516$2.12M0.68%-2213F-HRTimeline
WIN ADVISORS, INC4,490$2.1M1.02%new13F-HRTimeline
Strategic Blueprint, LLC4,488$2.1M0.09%+88813F-HRTimeline
INTRUST BANK NA4,477$2.1M0.17%+113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,471$2.09M0.01%+28113F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC4,440$2.08M0.16%+113F-HRTimeline
Beacon Financial Advisory LLC4,430$2.07M0.48%+1513F-HRTimeline
1834 INVESTMENT ADVISORS CO4,429$2.07M0.25%-8913F-HRTimeline
Rossmore Private Capital4,421$2.07M0.22%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,419$2.07M0.9%013F-HRTimeline
Symphony Financial Services, Inc.4,419$2.07M1.11%+9713F-HRTimeline
BEACON FINANCIAL GROUP4,415$2.07M0.2%-3013F-HRTimeline
Resonant Capital Advisors, LLC4,390$2.06M0.12%+1,83713F-HRTimeline
TCV Trust & Wealth Management, Inc.4,379$2.05M0.17%013F-HRTimeline
HMS Capital Management, LLC4,371$2.05M0.86%013F-HRTimeline
Financial Sense Advisors, Inc.4,361$2.04M0.38%+5213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,353$2.04M0.69%-4213F-HRTimeline
Willow Creek Wealth Management Inc.4,342$2.03M0.17%-5013F-HRTimeline
MBL Wealth, LLC4,336$2.03M0.18%-3013F-HRTimeline
Sage Capital Management, LLC4,331$2.03M0.91%-4513F-HRTimeline
Broadview Financial Management, LLC4,292$2.01M1.36%-2713F-HRTimeline
SkyView Investment Advisors, LLC4,286$2.01M0.25%-6713F-HRTimeline
Bedel Financial Consulting, Inc.4,284$2.01M0.26%-2113F-HRTimeline
Ironwood Financial, llc4,277$2M0.35%+2413F-HRTimeline
Secure Asset Management, LLC4,240$2M0.33%-69313F-HRTimeline
Activest Wealth Management4,243$1.99M0.4%+98413F-HRTimeline
Allodium Investment Consultants, LLC4,241$1.99M1.12%+38313F-HRTimeline
Clarkston Capital Partners, LLC4,234$1.98M0.04%-11713F-HRTimeline
October Effect Ltd4,224$1.98M2.18%+17513F-HRTimeline
Independent Solutions Wealth Management…4,223$1.98M0.35%+22413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,206$1.97M0.23%-1413F-HRTimeline
Raab & Moskowitz Asset Management LLC4,198$1.97M0.44%+12213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,188$1.96M0.15%-31913F-HR/ATimeline
Venturi Wealth Management, LLC4,181$1.96M0.09%-46,37813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,174$1.95M<0.01%+79613F-HRTimelineGroup
S.A. Mason LLC4,144$1.94M0.86%013F-HRTimeline
PFG Investments, LLC4,123$1.93M0.1%+22613F-HRTimeline
BURNS J W & CO INC/NY4,121$1.93M0.22%-11613F-HRTimeline
HTG Investment Advisors, Inc.4,110$1.93M0.65%+2413F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,104$1.92M0.06%+2213F-HRTimeline
Heritage Financial Services, LLC4,098$1.92M0.17%+30813F-HRTimeline
MWA Asset Management4,093$1.92M1.06%-8213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,058$1.9M0.13%-1,15513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,052$1.9M<0.01%-35,37613F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.4,052$1.9M0.01%+3,20413F-HRTimeline
Engineers Gate Manager LP4,043$1.89M0.02%new13F-HRTimeline
Manchester Capital Management LLC4,026$1.89M0.26%-4313F-HRTimeline
BOK Financial Private Wealth, Inc.4,020$1.88M0.12%-47413F-HRTimeline
BSW Wealth Partners4,019$1.88M0.23%013F-HRTimeline