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Disclosery

IWF ISHARES TR

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STOK (fund)

2,423 managers (2,452 13F filers) reported a position in IWF shares at 2026-03-31, 202,629,974 shares in all. 85 filers opened a position and 152 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
152
Shares held by filers
202,629,974

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HUB Investment Partners, LLC6,457$2.75M0.07%+88413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,445$2.75M0.08%+1,65513F-HR/ATimelineGroup
Radnor Capital Management, LLC6,443$2.75M0.41%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,437$2.75M0.07%+713F-HRTimelineGroup
Cloud Capital Management, LLC6,409$2.73M1.19%+2,70413F-HRTimeline
Gateway Wealth Partners, LLC6,404$2.73M0.11%+2,13813F-HRTimeline
Chesley Taft & Associates LLC6,404$2.73M0.11%-5013F-HRTimeline
Obermeyer Wealth Partners6,311$2.69M0.12%+52213F-HRTimeline
Forum Finance Group S.A.7,767$2.68M1.45%13F-HRTimeline
Allegheny Financial Group6,270$2.67M0.36%+7213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,246$2.66M0.68%+1,76113F-HRTimeline
ASPIRIANT, LLC6,245$2.66M0.08%-1,44613F-HRTimeline
CGN Advisors LLC6,242$2.66M0.21%-4313F-HRTimeline
Able Wealth Management LLC6,239$2.66M0.71%-813F-HRTimeline
Moss Adams Wealth Advisors LLC6,232$2.66M0.19%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,221$2.65M0.06%-50013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC6,174$2.63M1.95%+2113F-HRTimeline
Proactive Wealth Strategies LLC6,162$2.63M0.49%+3,04913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,144$2.62M0.05%-62713F-HRTimelineGroup
Plancorp, LLC5,837$2.6M0.07%-1413F-HRTimeline
Wescott Financial Advisory Group, LLC6,075$2.59M0.23%-8113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,030$2.57M<0.01%-19413F-HRTimelineGroup
Koshinski Asset Management, Inc.6,016$2.57M0.16%-92213F-HRTimeline
Addison Capital Co6,014$2.56M0.46%new13F-HRTimeline
Focus Financial Network, Inc.6,011$2.56M0.09%-1,21113F-HRTimeline
Auour Investments LLC6,004$2.56M0.81%-2513F-HRTimeline
GTS SECURITIES LLC6,001$2.56M0.09%-10,46813F-HRTimeline
Beaton Management Co. Inc.5,996$2.56M1.14%013F-HRTimeline
ALM First Financial Advisors, LLC7,285$2.56M0.46%013F-HRTimeline
Intelligence Driven Advisers, LLC5,989$2.55M0.45%+2,41213F-HRTimeline
Betterment LLC5,970$2.55M<0.01%+25013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,964$2.54M0.06%+21313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,962$2.54M0.04%-36113F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC5,961$2.54M0.43%-16213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,939$2.53M0.14%-38013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,919$2.52M1.69%new13F-HRTimeline
James J. Burns & Company, LLC5,913$2.52M0.34%-44413F-HRTimeline
Flywheel Private Wealth LLC5,909$2.52M1.44%-4813F-HRTimeline
WealthBridge Capital Management, LLC5,896$2.51M0.58%-2713F-HRTimeline
NorthCoast Asset Management LLC5,857$2.5M0.06%-1713F-HRTimeline
GGM Financial LLC5,821$2.48M1.14%+81813F-HRTimeline
Wick Capital Partners, LLC5,749$2.45M0.45%-613F-HRTimeline
Norris Financial Group, LLC5,726$2.44M0.8%-16213F-HRTimeline
MONECO ADVISORS, LLC5,722$2.44M0.19%-20013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,720$2.44M0.06%-7913F-HRTimeline
OARSMAN CAPITAL, INC.5,675$2.42M0.3%-11,50313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,669$2.42M0.18%+44213F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC5,667$2.42M<0.01%-2,08513F-HRTimelineGroup
Legacy Trust5,659$2.41M0.46%-43013F-HRTimeline
Index Technologies Group LLC5,644$2.41M2.62%-1,13213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,634$2.4M0.53%+49913F-HRTimeline
Cornerstone Planning Group LLC19,910$2.4M0.32%+3,08713F-HRTimeline
Texas Capital Bank Wealth Management Se…5,616$2.39M0.14%-3613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC5,603$2.39M0.13%new13F-HRTimeline
Blankinship & Foster, LLC5,589$2.38M0.53%+2413F-HRTimeline
Detalus Advisors, LLC5,578$2.38M0.54%013F-HRTimeline
Trust Co of the South5,560$2.37M0.38%013F-HRTimeline
Marmo Financial Group, LLC5,557$2.37M1.17%-34613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,509$2.37M0.17%-3,27813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,553$2.37M0.04%+85213F-HRTimelineGroup
Trademark Financial Management, LLC5,549$2.37M1.16%+52813F-HRTimeline
Empirical Asset Management, LLC5,543$2.36M0.63%-3313F-HRTimeline
Balentine LLC5,535$2.36M0.1%-8413F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC5,531$2.36M1.26%-31013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC5,498$2.34M0.02%-6113F-HRTimeline
Sterling Investment Counsel, LLC5,493$2.34M0.66%+26313F-HRTimeline
Cornerstone Wealth Group, LLC4,963$2.34M0.15%-5,78313F-HRTimeline
LEE DANNER & BASS INC5,424$2.31M0.15%013F-HRTimeline
Salomon & Ludwin, LLC5,368$2.31M0.21%-7413F-HRTimeline
Welch & Forbes LLC5,412$2.31M0.03%-7713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,407$2.31M0.01%-48,27313F-HR/ATimelineGroup
Investment Advisory Group, LLC5,401$2.3M0.59%+313F-HRTimeline
JP Wealth Management, Inc.5,400$2.3M1.56%013F-HRTimeline
Main Street Financial Solutions, LLC5,387$2.3M0.17%-11013F-HRTimeline
Clifford Group, LLC5,365$2.29M1.76%-12513F-HRTimeline
Old Mission Investment Co LLC5,353$2.28M0.53%-22813F-HRTimeline
Nest Investments, LLC5,325$2.27M1.85%+33213F-HRTimeline
Fiduciary Alliance LLC4,833$2.27M0.14%+13413F-HRTimeline
Magnus Financial Group LLC5,308$2.26M0.18%-39213F-HRTimeline
Sentinel Advisory Group, LLC5,262$2.24M1.09%13F-HRTimeline
Palisade Asset Management, LLC5,255$2.24M0.22%-12013F-HRTimeline
Plante Moran Financial Advisors, LLC5,247$2.24M0.14%-2,36613F-HRTimeline
Cascade Financial Partners, LLC5,247$2.24M0.23%013F-HRTimeline
BEARING POINT CAPITAL, LLC5,243$2.24M0.35%+313F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.5,228$2.23M1.77%+14213F-HRTimeline
Providence Capital Advisors, LLC5,216$2.22M0.36%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,206$2.22M0.32%-513F-HRTimeline
Hoese & Co LLP5,201$2.22M1.65%013F-HRTimeline
Cannon Financial Strategists, Inc.5,197$2.22M0.29%-14213F-HRTimeline
RKL Wealth Management LLC5,195$2.22M0.2%+44013F-HRTimeline
Almanack Investment Partners, LLC.5,189$2.21M0.37%013F-HRTimeline
Investmark Advisory Group LLC5,185$2.21M0.95%-16313F-HRTimeline
Grant Street Asset Management, Inc.5,173$2.21M0.43%+41213F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.5,165$2.2M1.46%-23213F-HRTimeline
Caldwell Trust Co5,159$2.2M0.2%-3213F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding750$2.2M+175Timeline
Global Trust Wealth Management LLC5,139$2.19M1.66%-47313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,127$2.19M0.55%+33513F-HRTimeline
Quadrant Private Wealth Management, LLC5,120$2.18M0.34%+1013F-HRTimeline
Cooper Financial Group5,096$2.17M0.22%-15113F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC5,093$2.17M0.97%-93,17913F-HRTimeline
IFG Advisors, LLC5,091$2.17M0.36%-3913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,858$2.17M0.02%-90013F-HRTimeline
Trilogy Capital Inc.5,078$2.17M0.1%-69213F-HRTimeline
Tarbox Family Office, Inc.5,075$2.16M0.35%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,072$2.16M0.59%013F-HRTimeline
Symphony Financial Services, Inc.5,053$2.15M1.11%+42913F-HRTimeline
Acropolis Investment Management, LLC5,049$2.15M0.1%-8713F-HRTimeline
Tassel Capital Management, Inc.5,041$2.15M1.17%-113F-HRTimeline
Great Waters Wealth Management5,029$2.14M0.23%-5913F-HRTimeline
Florida Trust Wealth Management Co5,007$2.13M0.06%+4713F-HRTimeline
Veracity Capital LLC4,993$2.13M0.76%-7813F-HRTimeline
Tranquility Partners, LLC4,987$2.13M0.8%+21213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,977$2.12M0.2%-6413F-HRTimeline
Activest Wealth Management4,959$2.11M0.37%-1913F-HRTimeline
Cascade Wealth Advisors, Inc17,115$2.11M0.93%+12,83613F-HRTimeline
Autumn Glory Partners, LLC4,952$2.11M0.78%-75513F-HRTimeline
BLUELINE ADVISORS LLC4,950$2.11M1.64%-29013F-HRTimeline
Wealth Analytics Partners, LLC4,949$2.11M0.86%-13213F-HRTimeline
VeraBank, N.A.4,937$2.11M0.39%-2013F-HRTimeline
ROCKLAND TRUST CO4,928$2.1M0.08%-57413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,915$2.1M0.03%-1,07413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,898$2.09M0.23%-16813F-HRTimeline
Alamar Capital Management, LLC4,895$2.09M1.28%-11513F-HRTimeline
Stonebridge Financial Group, LLC / MO4,884$2.08M1.76%-1713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,869$2.08M0.06%-7213F-HR/ATimeline
Archer Investment Corp4,867$2.08M0.44%+1213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,867$2.08M0.17%-58413F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE4,860$2.07M0.52%-10013F-HRTimeline
Park Place Capital Corp4,855$2.07M0.42%-2,36213F-HRTimeline
Heritage Investment Group, Inc.4,836$2.06M0.31%+3,44013F-HRTimeline
Performance Wealth Partners, LLC4,828$2.06M0.06%-3513F-HRTimeline
Strategic Wealth Advisors LLC4,817$2.05M1.65%+19613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.4,784$2.04M0.44%+9513F-HRTimeline
MMA ASSET MANAGEMENT LLC4,758$2.03M0.71%-2113F-HRTimeline
Zhang Financial LLC4,753$2.03M0.07%+67113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,743$2.02M0.95%+113F-HRTimeline
Morton Capital Management LLC/CA4,736$2.02M0.3%013F-HRTimeline
Bensler, LLC4,725$2.01M0.21%+8313F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH4,691$2M0.49%-3213F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST4,687$2M0.77%13F-HRTimeline
Glassman Wealth Services4,679$2M0.27%-34413F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,676$1.99M0.96%-6413F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,666$1.99M0.08%013F-HRTimeline
Insight Inv LLC4,649$1.98M1.08%-55013F-HRTimeline
Empowered Funds, LLC4,592$1.96M0.01%new13F-HR/ATimeline
Clearwave Capital, LLC4,567$1.95M1.33%-2213F-HRTimeline
Beacon Financial Advisory LLC4,534$1.93M0.44%+5513F-HRTimeline
Emprise Bank4,509$1.92M0.77%-8513F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,500$1.92M0.14%-1,85313F-HRTimeline
Bedel Financial Consulting, Inc.4,497$1.92M0.22%+3313F-HRTimeline
Financial Connections Group, Inc.4,494$1.92M0.67%-2513F-HRTimeline
Cambridge Financial Group, LLC4,478$1.91M0.65%+37513F-HRTimeline
INTRUST BANK NA4,476$1.91M0.16%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,473$1.91M0.15%+3113F-HRTimeline
Asset Dedication, LLC4,466$1.9M0.13%-95713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,458$1.9M0.01%013F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO4,277$1.9M0.52%-57313F-HRTimeline
PlanVest Financial, Inc4,445$1.9M1.44%13F-HRTimeline
BEACON FINANCIAL GROUP4,427$1.89M0.19%+1213F-HRTimeline
Rossmore Private Capital4,421$1.89M0.17%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…3,982$1.88M0.45%013F-HRTimeline
Revolve Wealth Partners, LLC4,403$1.88M0.24%-90313F-HRTimeline
Curated Wealth Partners LLC4,393$1.87M0.24%-53513F-HRTimeline
TCV Trust & Wealth Management, Inc.4,379$1.87M0.16%013F-HRTimeline
Asempa Wealth Advisors4,340$1.87M1.63%-75413F-HRTimeline
HMS Capital Management, LLC4,371$1.86M0.72%013F-HRTimeline
Brown Financial Advisory4,367$1.86M0.92%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,360$1.86M0.7%-1,06613F-HRTimeline
Jupiter Wealth Management LLC14,940$1.86M0.73%+11,20513F-HRTimeline
Montis Financial, LLC4,355$1.86M0.38%-12713F-HRTimeline
WMS Group LLC4,351$1.86M2.7%-1,95813F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,349$1.85M0.24%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,346$1.85M<0.01%-1,74213F-HRTimelineGroup
Sage Capital Management, LLC4,333$1.85M0.87%+213F-HRTimeline
Fund Evaluation Group, LLC4,336$1.85M0.06%new13F-HRTimeline
HHM Wealth Advisors, LLC4,309$1.84M0.21%+1,15613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,308$1.84M0.6%-2913F-HRTimeline
BIP Wealth, LLC4,296$1.83M0.07%-36913F-HRTimeline
SFMG, LLC4,272$1.82M0.12%+33213F-HRTimeline
National Philanthropic Trust4,271$1.82M0.02%-5,50013F-HRTimeline
PFG Investments, LLC4,268$1.82M0.08%+13113F-HRTimeline
Tactive Advisors, LLC4,264$1.82M0.51%-16513F-HRTimeline
Allodium Investment Consultants, LLC4,241$1.81M0.87%013F-HRTimeline
Laurel Wealth Advisors LLC14,580$1.8M0.18%+10,93513F-HRTimeline
Broadview Financial Management, LLC4,221$1.8M1.23%-213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,206$1.79M0.2%013F-HRTimeline
Independent Solutions Wealth Management…4,200$1.79M0.26%-3713F-HRTimeline
BOK Financial Private Wealth, Inc.4,190$1.79M0.11%+34013F-HRTimeline
Brio Consultants, LLC14,825$1.79M0.22%+11,39613F-HRTimeline
Venturi Wealth Management, LLC4,165$1.78M0.08%013F-HRTimeline
Raab & Moskowitz Asset Management LLC4,147$1.77M0.39%-5013F-HRTimeline
Advisors Capital Management, LLC4,127$1.76M0.02%-21613F-HRTimeline
S.A. Mason LLC4,116$1.76M0.66%-2813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,106$1.75M0.03%+80513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,103$1.75M<0.01%+20213F-HRTimelineGroup
Resonant Capital Advisors, LLC4,102$1.75M0.09%013F-HRTimeline
Avestar Capital, LLC4,093$1.75M0.12%new13F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP4,085$1.74M0.01%-8,97313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,081$1.74M0.43%-1,41613F-HRTimeline