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Disclosery

IWF ISHARES TR

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STOK (fund)

2,509 managers (2,534 13F filers) reported a position in IWF shares at 2025-12-31, 200,369,611 shares in all. 108 filers opened a position and 76 filers sold out during the quarter.

Managers
2,509
13F filers
2,534
New
108
Added
752
Reduced
884
Sold out
76
Shares held by filers
200,369,611

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Klingman & Associates, LLC7,233$3.42M0.17%+5,05213F-HRTimeline
Focus Financial Network, Inc.7,222$3.42M0.12%+19813F-HRTimeline
Park Place Capital Corp7,217$3.42M0.71%+32913F-HRTimeline
Towercrest Capital Management7,201$3.41M0.54%013F-HRTimeline
Biondo Investment Advisors, LLC7,173$3.4M0.41%+4613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,144$3.38M0.24%-2713F-HRTimeline
Foundations Investment Advisors, LLC7,093$3.36M0.04%-1,21313F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC7,088$3.35M0.05%-1,20413F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management7,076$3.35M2%-18113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,062$3.34M0.18%-2,75513F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding7,055$3.34M-69Timeline
Independence Bank of Kentucky7,053$3.34M0.42%+61013F-HRTimeline
Ramirez Asset Management, Inc.7,050$3.34M0.44%013F-HRTimeline
Azimuth Capital Investment Management L…7,033$3.33M0.12%-30913F-HRTimeline
WADDELL & ASSOCIATES, LLC7,020$3.32M0.22%-4,22513F-HRTimeline
Warner Group LLC7,015$3.32M2.05%new13F-HRTimeline
Granite Harbor Advisors, Inc.7,008$3.32M1.4%+5913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC6,991$3.31M0.64%-5413F-HRTimeline
Texas Bank & Trust Co6,972$3.3M1.2%-3513F-HRTimeline
Midwest Professional Planners, LTD.6,960$3.29M0.78%-17413F-HRTimeline
Gryphon Financial Partners LLC6,948$3.29M0.35%+3013F-HRTimeline
Koshinski Asset Management, Inc.6,938$3.28M0.21%+96413F-HRTimeline
CULLINAN ASSOCIATES INC6,915$3.27M0.22%-18513F-HRTimeline
Tilson Financial Group, Inc.6,854$3.24M1%-1613F-HRTimeline
NFSG Corp6,832$3.23M0.5%-25313F-HRTimeline
Crewe Advisors LLC6,823$3.23M0.29%-16513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,746$3.22M0.22%-1,75913F-HRTimeline
INSIGHT 2811, INC.6,784$3.21M1.42%-28413F-HRTimeline
Index Technologies Group LLC6,776$3.21M3.35%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,771$3.2M0.06%-33913F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC6,721$3.18M0.07%+1,52213F-HRTimeline
General Partner, Inc.6,696$3.17M1.8%013F-HRTimeline
INVESTED ADVISORS6,665$3.15M3.27%+3,49113F-HRTimeline
Cannell & Spears LLC6,653$3.15M0.06%013F-HRTimeline
Bogart Wealth, LLC6,639$3.14M0.13%+9113F-HRTimeline
Alliance Wealth Management Group6,638$3.14M0.69%013F-HRTimeline
FORMULATE FINANCIAL LLC6,626$3.14M3.68%+49813F-HRTimeline
Xcelsior Advisor Partners LLC6,621$3.13M1.52%13F-HRTimeline
Beaumont Financial Advisors, LLC6,607$3.13M0.21%-32913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,529$3.09M1.05%-1413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,525$3.09M0.22%+56213F-HRTimeline
Cambridge Advisors Inc.6,484$3.07M0.58%+12513F-HRTimeline
Chesley Taft & Associates LLC6,454$3.05M0.12%-6913F-HRTimeline
Radnor Capital Management, LLC6,443$3.05M0.45%-4813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,430$3.04M0.08%-913F-HR/ATimelineGroup
James J. Burns & Company, LLC6,357$3.01M0.42%-21113F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,353$3.01M0.24%+35013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,323$2.99M0.04%-7013F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC6,319$2.99M0.16%+3913F-HRTimeline
WMS Group LLC6,309$2.99M3.8%13F-HRTimeline
CGN Advisors LLC6,285$2.97M0.24%-14213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,260$2.96M0.89%-75313F-HRTimeline
Able Wealth Management LLC6,247$2.96M0.94%-28213F-HRTimeline
Moss Adams Wealth Advisors LLC6,232$2.95M0.21%-2913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,224$2.95M<0.01%+2,05013F-HRTimelineGroup
Allegheny Financial Group6,198$2.93M0.43%+7313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC6,173$2.92M0.08%-6313F-HRTimeline
Wescott Financial Advisory Group, LLC6,156$2.91M0.25%-19813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC6,153$2.91M2.15%-813F-HRTimeline
Brady Martz Wealth Solutions, LLC6,123$2.9M0.51%-1013F-HRTimeline
Smith Salley Wealth Management6,111$2.89M0.14%+3,32913F-HRTimeline
Legacy Trust6,089$2.88M0.54%+1,26013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,088$2.88M<0.01%+1,18913F-HRTimelineGroup
Auour Investments LLC6,029$2.85M0.91%-15013F-HRTimeline
Dentgroup LLC5,997$2.84M1.95%-1,06413F-HRTimeline
Beaton Management Co. Inc.5,996$2.84M1.25%-2813F-HRTimeline
ALM First Financial Advisors, LLC7,285$2.84M0.56%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,989$2.83M0.05%+1,07413F-HRTimeline
Flywheel Private Wealth LLC5,957$2.82M1.76%-20213F-HRTimeline
WealthBridge Capital Management, LLC5,923$2.8M0.64%-10113F-HRTimeline
TRUST POINT INC.5,923$2.8M0.22%-5413F-HRTimeline
MONECO ADVISORS, LLC5,922$2.8M0.22%+21113F-HRTimeline
Independent Advisor Alliance5,909$2.8M0.07%013F-HRTimeline
Marmo Financial Group, LLC5,903$2.79M1.32%+513F-HRTimeline
Norris Financial Group, LLC5,888$2.79M0.95%+11313F-HRTimeline
NorthCoast Asset Management LLC5,874$2.78M0.06%-617,66713F-HRTimeline
Cornerstone Wealth Management, LLC5,860$2.77M0.14%-5713F-HRTimeline
Plancorp, LLC5,851$2.77M0.08%+1613F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC5,841$2.76M1.46%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,799$2.74M0.07%-2513F-HRTimeline
Obermeyer Wealth Partners5,789$2.74M0.13%-413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,758$2.73M0.02%013F-HRTimeline
Trilogy Capital Inc.5,770$2.73M0.12%-1,29913F-HRTimeline
Stephens Consulting, LLC5,770$2.73M0.88%-1113F-HRTimeline
Wick Capital Partners, LLC5,755$2.72M0.49%-1013F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC5,751$2.72M0.07%-13813F-HRTimeline
Betterment LLC5,720$2.71M0.01%-89113F-HRTimeline
Autumn Glory Partners, LLC5,707$2.7M0.95%013F-HRTimeline
Magnus Financial Group LLC5,700$2.7M0.21%-76213F-HRTimeline
Texas Capital Bank Wealth Management Se…5,652$2.68M0.15%+4,70613F-HRTimeline
Balentine LLC5,619$2.66M0.1%013F-HRTimeline
Global Trust Wealth Management LLC5,612$2.66M1.97%13F-HRTimeline
Old Mission Investment Co LLC5,581$2.64M0.63%+11213F-HRTimeline
Detalus Advisors, LLC5,578$2.64M0.64%013F-HRTimeline
Empirical Asset Management, LLC5,576$2.64M0.74%+3713F-HRTimeline
HUB Investment Partners, LLC5,573$2.64M0.07%-6113F-HRTimeline
Blankinship & Foster, LLC5,565$2.63M0.57%-23813F-HRTimeline
Trust Co of the South5,560$2.63M0.42%013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC5,559$2.63M0.02%13F-HR/ATimeline
ROCKLAND TRUST CO5,502$2.6M0.1%-38713F-HRTimeline
Main Street Financial Solutions, LLC5,497$2.6M0.19%-7,69613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.5,497$2.6M0.64%013F-HRTimeline
Clifford Group, LLC5,490$2.6M2.01%-31813F-HRTimeline
Welch & Forbes LLC5,489$2.6M0.03%-12613F-HRTimeline
ANCHYRA PARTNERS LLC5,453$2.58M0.79%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,451$2.58M0.2%-3,98713F-HRTimeline
Salomon & Ludwin, LLC5,442$2.58M0.23%-613F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,426$2.57M1.03%+1,00713F-HRTimeline
LEE DANNER & BASS INC5,424$2.57M0.18%-1313F-HRTimeline
Asset Dedication, LLC5,423$2.57M0.17%-5313F-HRTimeline
JP Wealth Management, Inc.5,400$2.56M1.81%013F-HRTimeline
Investment Advisory Group, LLC5,398$2.56M0.66%+24413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.5,397$2.55M1.7%-2313F-HRTimeline
Palisade Asset Management, LLC5,375$2.54M0.25%-32513F-HRTimeline
Nikulski Financial, Inc.5,370$2.54M0.61%-1,26913F-HRTimeline
Investmark Advisory Group LLC5,348$2.53M1.08%-15613F-HRTimeline
Cannon Financial Strategists, Inc.5,339$2.53M0.35%+313F-HRTimeline
Revolve Wealth Partners, LLC5,306$2.51M0.3%-19213F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,264$2.49M0.08%+2,37613F-HRTimeline
Cooper Financial Group5,247$2.48M0.26%-15513F-HRTimeline
Cascade Financial Partners, LLC5,247$2.48M0.25%-2513F-HRTimeline
BLUELINE ADVISORS LLC5,240$2.48M2.02%13F-HRTimeline
BEARING POINT CAPITAL, LLC5,240$2.48M0.39%+2713F-HRTimeline
Sterling Investment Counsel, LLC5,230$2.48M0.71%-13313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,227$2.47M0.2%+1,54113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,226$2.47M0.12%-32513F-HRTimeline
Providence Capital Advisors, LLC5,216$2.47M0.42%-1,65513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,211$2.47M0.36%-2113F-HRTimeline
Hoese & Co LLP5,201$2.46M1.75%013F-HRTimeline
Insight Inv LLC5,199$2.46M1.38%-7613F-HRTimeline
Caldwell Trust Co5,191$2.46M0.22%-8513F-HRTimeline
Almanack Investment Partners, LLC.5,189$2.46M0.42%013F-HRTimeline
Acropolis Investment Management, LLC5,136$2.43M0.11%-1013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,135$2.43M0.56%-713F-HRTimeline
IFG Advisors, LLC5,130$2.43M0.4%+413F-HRTimeline
Quadrant Private Wealth Management, LLC5,110$2.42M0.4%-31513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp5,099$2.41M0.01%+4,35513F-HRTimelineGroup
Asempa Wealth Advisors5,094$2.41M2.08%13F-HRTimeline
Great Waters Wealth Management5,088$2.41M0.26%-13313F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.5,086$2.41M2.04%+113F-HRTimeline
Wealth Analytics Partners, LLC5,081$2.4M0.94%13F-HRTimeline
Tarbox Family Office, Inc.5,075$2.4M0.39%-37413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,072$2.4M1.03%-18013F-HRTimeline
Veracity Capital LLC5,071$2.4M0.71%+5913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,066$2.4M0.27%-18813F-HRTimeline
Tassel Capital Management, Inc.5,042$2.39M1.44%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI5,041$2.39M0.22%-113F-HRTimeline
Glassman Wealth Services5,023$2.38M0.32%+43313F-HRTimeline
Trademark Financial Management, LLC5,021$2.38M1.31%+8613F-HRTimeline
Alamar Capital Management, LLC5,010$2.37M1.31%+1,64613F-HRTimeline
GGM Financial LLC5,003$2.37M1.15%-1,10113F-HRTimeline
Nest Investments, LLC4,993$2.36M1.98%13F-HRTimeline
Activest Wealth Management4,978$2.36M0.44%+73513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE4,960$2.35M0.61%013F-HRTimeline
Florida Trust Wealth Management Co4,960$2.35M0.06%-12513F-HRTimeline
VeraBank, N.A.4,957$2.35M0.43%-24113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,941$2.34M0.07%-4113F-HRTimeline
Curated Wealth Partners LLC4,928$2.33M0.25%013F-HRTimeline
Stonebridge Financial Group, LLC / MO4,901$2.32M2.01%13F-HRTimeline
Performance Wealth Partners, LLC4,863$2.3M0.06%-3313F-HRTimeline
Archer Investment Corp4,855$2.3M0.52%-26513F-HRTimeline
Petix & Botte Co4,838$2.29M0.52%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,790$2.27M0.08%+1,26813F-HRTimelineGroup
TD Waterhouse Canada Inc.4,786$2.26M0.01%+1,51813F-HRTimeline
MMA ASSET MANAGEMENT LLC4,779$2.26M0.81%013F-HRTimeline
Tranquility Partners, LLC4,775$2.26M0.81%-2913F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,850$2.26M0.59%-24213F-HRTimeline
Grant Street Asset Management, Inc.4,761$2.25M0.45%+21013F-HRTimeline
RKL Wealth Management LLC4,755$2.25M0.18%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,742$2.24M0.97%-3913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,740$2.24M1.14%-7013F-HRTimeline
Morton Capital Management LLC/CA4,736$2.24M0.34%013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH4,723$2.24M0.54%-1,73613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,701$2.23M0.04%-6013F-HRTimelineGroup
Fiduciary Alliance LLC4,699$2.22M0.15%-7713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.4,689$2.22M0.48%-28513F-HRTimeline
ORG Partners LLC4,687$2.22M0.39%+1,08013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,792$2.21M0.64%-22813F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,666$2.21M0.09%013F-HRTimeline
BIP Wealth, LLC4,665$2.21M0.08%+2,23413F-HRTimeline
Bensler, LLC4,642$2.2M0.22%-1013F-HRTimeline
Symphony Financial Services, Inc.4,624$2.19M1.12%+20513F-HRTimeline
Strategic Wealth Advisors LLC4,621$2.19M1.87%13F-HRTimeline
Emprise Bank4,594$2.17M0.9%013F-HRTimeline
Clearwave Capital, LLC4,589$2.17M1.6%13F-HRTimeline
Thomasville National Bank4,589$2.17M0.13%013F-HRTimeline
SIMPLEX TRADING, LLC4,553$2.15M0.06%+83713F-HRTimeline
Financial Connections Group, Inc.4,519$2.14M0.74%-9813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC4,485$2.12M0.6%+62613F-HRTimeline
Montis Financial, LLC4,482$2.12M0.42%-54313F-HRTimeline
Risk Paradigm Group, LLC4,480$2.12M2.04%13F-HRTimeline
Beacon Financial Advisory LLC4,479$2.12M0.49%+4913F-HRTimeline
INTRUST BANK NA4,476$2.12M0.18%-113F-HRTimeline
Bedel Financial Consulting, Inc.4,464$2.11M0.23%+18013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,458$2.11M0.02%-1313F-HRTimelineGroup
Financial Sense Advisors, Inc.4,453$2.11M0.39%+9213F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,442$2.1M0.17%+213F-HRTimeline
Tactive Advisors, LLC4,429$2.1M0.61%-80213F-HRTimeline
RPg Family Wealth Advisory, LLC4,425$2.09M0.46%-16213F-HRTimeline
Rossmore Private Capital4,421$2.09M0.19%013F-HRTimeline