Skip to content
Disclosery

IWF ISHARES TR

Follow

STOK (fund)

2,491 managers (2,519 13F filers) reported a position in IWF shares at 2026-06-30, 785,182,343 shares in all. 141 filers opened a position and 70 filers sold out during the quarter.

Managers
2,491
13F filers
2,519
New
141
Added
2,296
Reduced
30
Sold out
70
Shares held by filers
785,182,343

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Private Wealth Asset Management, LLC16,304$2.02M0.2%+12,22813F-HRTimeline
Resonant Capital Advisors, LLC16,261$2.02M0.1%+12,15913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV16,252$2.02M0.22%+12,39713F-HRTimeline
Able Wealth Management LLC16,202$2.01M0.46%+9,96313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC16,202$2.01M0.11%+12,15213F-HRTimeline
Manhattan West Asset Management, LLC16,139$2M0.33%+13,24013F-HRTimeline
ZENITH SOLUTIONS, INC.16,128$2M1.81%13F-HRTimeline
1834 INVESTMENT ADVISORS CO16,055$1.99M0.23%+12,03813F-HRTimeline
Ellevest, Inc.15,322$1.99M0.23%+11,65913F-HRTimeline
Revolve Wealth Partners, LLC16,029$1.99M0.21%+11,62613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.16,021$1.99M0.96%+11,27813F-HRTimeline
BURNS J W & CO INC/NY16,008$1.99M0.21%+11,94213F-HRTimeline
PINEBRIDGE INVESTMENTS LLC15,960$1.98M0.02%+10,46213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO15,948$1.98M0.49%+11,96113F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…15,931$1.98M0.45%+11,94913F-HRTimeline
Flaharty Asset Management, LLC16,096$1.95M2.79%-50,34613F-HRTimeline
Hoese & Co LLP15,632$1.94M1.26%+10,43113F-HRTimeline
Tactive Advisors, LLC15,595$1.94M0.48%+11,33113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK15,548$1.93M0.24%+11,66113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,570$1.93M<0.01%+11,46713F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC15,517$1.93M0.44%+10,39013F-HRTimeline
CWA Asset Management Group, LLC15,508$1.93M0.06%+11,65613F-HRTimeline
RPg Family Wealth Advisory, LLC15,493$1.92M0.32%+11,61813F-HR/ATimeline
Risk Paradigm Group, LLC15,477$1.92M1.51%+11,60913F-HRTimeline
October Effect Ltd15,471$1.92M1.81%+11,41213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT15,357$1.91M0.19%+11,52413F-HRTimeline
Vigil Wealth Management, LLC15,340$1.9M1.36%+11,43513F-HRTimeline
Geneos Wealth Management Inc.15,308$1.9M0.04%+11,53213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC15,303$1.9M0.05%+11,42513F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC15,256$1.89M1.55%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC15,224$1.89M1.06%+11,41813F-HRTimeline
DECISION INVESTMENTS, INC15,220$1.89M1.72%+11,41513F-HRTimeline
Nikulski Financial, Inc.15,201$1.89M0.41%+11,17813F-HRTimeline
Smartleaf Asset Management LLC15,472$1.89M0.06%013F-HRTimeline
BlueChip Wealth Advisors LLC15,195$1.89M0.72%+11,39613F-HRTimeline
EARNED WEALTH ADVISORS, LLC15,193$1.89M0.12%+11,54613F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…15,174$1.88M0.02%new13F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …15,130$1.88M0.35%+11,65613F-HRTimeline
EWA, LLC15,099$1.87M0.34%+11,32613F-HRTimeline
CASTLEARK MANAGEMENT LLC15,080$1.87M0.05%+11,31013F-HRTimeline
Edgemoor Investment Advisors, Inc.15,048$1.87M0.13%+11,28613F-HRTimeline
BHK Investment Advisors, LLC15,045$1.87M0.56%+11,28413F-HRTimeline
Kovack Advisors, Inc.15,091$1.87M0.09%+11,52113F-HRTimeline
National Philanthropic Trust15,006$1.86M0.03%+10,73513F-HRTimeline
Legacy Capital Wealth Partners, LLC15,006$1.86M0.36%+12,30913F-HRTimeline
HTG Investment Advisors, Inc.14,984$1.86M0.48%+11,23813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC14,984$1.86M0.09%+11,12513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC14,966$1.86M0.13%+12,93313F-HRTimeline
Jupiter Wealth Management LLC14,940$1.86M0.74%013F-HRTimeline
Orgel Wealth Management, LLC14,882$1.85M0.04%+11,91713F-HRTimeline
Wealthspire Retirement, LLC14,877$1.85M0.1%+11,14313F-HRTimeline
WealthPlan Investment Management, LLC14,854$1.84M0.09%+11,04913F-HRTimeline
Mason Investment Advisory Services, Inc.14,824$1.84M0.07%+13,05813F-HRTimeline
Asempa Wealth Advisors14,823$1.84M1.4%+10,48313F-HRTimeline
Ironwood Financial, llc15,130$1.84M0.29%+11,25113F-HRTimeline
Brio Consultants, LLC14,718$1.83M0.21%-10713F-HRTimeline
DAVIDSON TRUST CO14,717$1.83M0.71%+11,46313F-HRTimeline
Veracity Capital LLC14,629$1.82M0.49%+9,63613F-HRTimeline
AAF Wealth Management, LLC14,598$1.81M0.67%+11,04513F-HRTimeline
Laurel Wealth Advisors LLC14,580$1.81M0.18%013F-HRTimeline
Autumn Glory Partners, LLC14,549$1.81M0.51%+9,59713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC14,534$1.8M0.55%+10,90113F-HRTimeline
Archford Capital Strategies, LLC14,508$1.8M0.18%+10,88113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC14,497$1.8M0.51%+10,84413F-HRTimeline
Montis Financial, LLC14,491$1.8M0.37%+10,13613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC14,404$1.79M0.16%+10,80313F-HRTimeline
Eldridge Investment Advisors, Inc.14,347$1.78M0.35%+11,02713F-HRTimeline
Sincerus Advisory, LLC14,299$1.78M1.21%+10,67413F-HRTimeline
Advisory Resource Group14,130$1.75M0.26%+10,58113F-HRTimeline
Aspen Grove Capital, LLC14,100$1.75M0.25%+10,57513F-HRTimeline
KCM INVESTMENT ADVISORS LLC14,092$1.75M0.05%+10,17413F-HRTimeline
MWA Asset Management14,046$1.74M0.79%+10,39713F-HRTimeline
Forum Private Client Group LLC14,022$1.74M0.52%+10,50713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)14,000$1.74M0.02%+10,50013F-HRTimelineGroup
Keebeck Wealth Management13,984$1.74M0.17%+10,63613F-HRTimeline
Amplius Wealth Advisors, LLC13,977$1.74M0.13%+10,51713F-HRTimeline
Walkner Condon Financial Advisors LLC13,976$1.74M0.2%+10,48213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV13,925$1.73M0.55%+10,42913F-HRTimeline
Selective Wealth Management, Inc.14,414$1.72M0.45%013F-HRTimeline
Golden State Wealth Management, LLC13,856$1.72M0.16%+11,49713F-HRTimeline
TFR Capital, LLC.13,852$1.72M0.48%+10,38313F-HRTimeline
REGIMEN WEALTH, LLC13,837$1.72M0.46%+10,38113F-HRTimeline
American Trust13,615$1.69M0.13%+10,27913F-HRTimeline
GOLDEN ROAD ADVISORS LLC13,592$1.69M0.82%+10,27713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,102$1.68M0.24%+10,59213F-HRTimeline
American Investment Services, Inc.13,557$1.68M0.36%+10,12113F-HRTimeline
Manchester Capital Management LLC13,556$1.68M0.22%+9,82513F-HRTimeline
Cardinal Point Capital Management ULC13,487$1.67M0.09%+10,44113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,461$1.67M0.08%+11,94113F-HRTimeline
Aspen Wealth Management LLC13,410$1.67M0.28%+10,04813F-HRTimeline
Gateway Wealth Partners, LLC13,338$1.66M0.1%+6,93413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC13,337$1.66M0.11%+9,87113F-HRTimeline
BAYBAN13,320$1.65M1.27%+9,99013F-HRTimeline
Cambridge Financial Group, LLC13,297$1.65M0.52%+8,81913F-HRTimeline
Falcon Wealth Planning13,276$1.65M0.1%+9,93713F-HRTimeline
PFG Advisors13,253$1.65M0.08%+9,87113F-HRTimeline
Partners in Financial Planning13,252$1.65M0.25%+9,94013F-HRTimeline
Empirical Financial Services, LLC d.b.a…13,240$1.64M0.02%+9,82613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.13,216$1.64M0.22%+9,91213F-HRTimeline
Breachway Investments LLC13,168$1.64M2.46%+9,34713F-HRTimeline
Forefront Wealth Partners, LLC13,142$1.63M0.51%+9,83113F-HRTimeline
Providence First Trust Co13,139$1.63M0.46%+9,48913F-HRTimeline
HFG Advisors, Inc.13,104$1.63M1.02%+9,88813F-HRTimeline
MASECO LLP13,078$1.62M0.05%+9,81113F-HRTimeline
Jacobi Capital Management LLC13,046$1.62M0.08%+9,72313F-HRTimeline
Advus Financial Partners, LLC13,009$1.62M0.46%+9,75713F-HR/ATimeline
APPLETON PARTNERS INC/MA13,009$1.61M0.1%+9,75513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC13,004$1.61M0.4%+9,67313F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.12,968$1.61M0.18%+9,72613F-HRTimeline
BALLAST ADVISORS LLC12,962$1.61M0.38%+9,66113F-HRTimeline
Peck Wealth Management, LLC12,917$1.6M1.35%+9,66213F-HRTimeline
Beaird Harris Wealth Management, LLC12,915$1.6M0.1%+9,50213F-HRTimeline
Parisi Gray Wealth Management12,888$1.6M0.33%+9,58213F-HRTimeline
Kera Capital Partners, Inc.12,868$1.6M0.15%+9,65113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC12,831$1.59M0.08%+9,62313F-HRTimeline
Westmount Partners, LLC12,819$1.59M0.35%+9,63913F-HRTimeline
17 CAPITAL PARTNERS, LLC12,797$1.59M0.72%+9,87513F-HRTimeline
Realta Investment Advisors12,754$1.58M0.49%+9,87113F-HRTimeline
Facet Wealth, Inc.12,744$1.58M0.02%+9,46413F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,732$1.58M0.04%+9,49913F-HRTimeline
Baltimore-Washington Financial Advisors…12,730$1.58M0.06%+9,49813F-HRTimeline
Gallacher Capital Management LLC12,722$1.58M0.89%+8,73213F-HRTimeline
MW ADVISORY, LLC12,710$1.58M0.63%13F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC12,655$1.57M0.03%+9,62313F-HRTimelineGroup
True North Advisors, LLC12,608$1.57M0.15%+9,36613F-HRTimeline
Sharp Wealth Advisory, LLC12,535$1.56M0.72%+9,34513F-HRTimeline
LM Advisors LLC12,644$1.55M0.18%+11,38813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC12,502$1.55M0.04%+11,49913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,501$1.55M0.18%+9,36313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD12,492$1.55M0.07%+9,28213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC12,488$1.55M1.28%+9,36613F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC12,726$1.55M0.62%-60113F-HRTimeline
Capital Investment Counsel, LLC12,457$1.55M0.19%+8,85013F-HRTimeline
BAILARD, INC.12,418$1.54M0.03%+9,32613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC12,386$1.54M<0.01%+11,83013F-HRTimelineGroup
Rothschild Wealth LLC12,370$1.54M0.12%+9,20313F-HRTimeline
Asset Management Group, Inc.12,340$1.53M0.22%+9,25613F-HRTimeline
Financial Partners Group, Inc12,337$1.53M0.16%+9,27413F-HRTimeline
Portland Global Advisors LLC12,332$1.53M0.15%+9,24913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE12,323$1.53M0.21%+9,23913F-HRTimeline
Arista Wealth Management, LLC12,304$1.53M0.16%+9,22813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG12,508$1.53M0.02%+9,38113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…12,284$1.53M0.17%+9,22013F-HRTimeline
Chicago Capital, LLC12,254$1.52M0.04%+9,20713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.12,240$1.52M0.23%+8,99813F-HRTimeline
Coastal Bridge Advisors, LLC12,225$1.52M0.09%+9,13713F-HRTimeline
Wellington Grp LLC12,208$1.52M0.4%+9,13113F-HR/ATimeline
LS Investment Advisors, LLC12,204$1.52M0.21%+9,15313F-HRTimeline
Tortoise Investment Management, LLC12,172$1.51M0.11%+9,12913F-HRTimeline
Code Waechter LLC12,160$1.51M0.78%+9,12013F-HRTimeline
GREENWOOD GEARHART LLC12,153$1.51M0.07%+9,11413F-HRTimeline
Destination Wealth Management12,128$1.51M0.04%+9,23313F-HRTimeline
Strategies Wealth Advisors, LLC12,110$1.5M0.13%+10,23313F-HRTimeline
Silicon Valley Capital Partners12,084$1.5M0.12%+9,06613F-HRTimeline
Riverview Capital Advisers, LLC12,075$1.5M0.43%+8,94713F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.12,000$1.49M0.01%new13F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding11,994$1.49M+9,683Timeline
Farmers National Bank11,948$1.48M0.31%+8,86413F-HRTimeline
M. Kulyk & Associates, LLC11,948$1.48M0.24%+8,83813F-HRTimeline
CHAPIN DAVIS, INC.11,925$1.48M0.26%+8,84713F-HRTimeline
UNITED BANK11,904$1.48M0.17%+8,92813F-HRTimeline
Atala Financial Inc11,900$1.48M0.9%+8,92513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …11,864$1.47M0.21%+8,74613F-HRTimelineGroup
Harvest Investment Services, LLC11,835$1.47M0.23%+8,37513F-HRTimeline
LRI Investments, LLC11,812$1.47M0.12%+5,03313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC11,808$1.47M0.46%+8,84913F-HRTimeline
Balboa Wealth Partners11,768$1.46M0.2%+9,82113F-HRTimeline
Northstar Financial Companies, Inc.11,757$1.46M0.98%+9,98113F-HRTimeline
Principle Wealth Partners LLC11,756$1.46M0.07%+9,16213F-HRTimeline
Kesler, Norman & Wride, LLC11,728$1.46M0.23%+8,79613F-HRTimeline
Ledyard National Bank11,608$1.44M0.12%+8,70613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC11,598$1.44M1.02%+9,34413F-HR/ATimeline
Smith Salley Wealth Management11,596$1.44M0.06%+8,52113F-HRTimeline
Rollins Financial Advisors, LLC11,562$1.44M0.19%+8,67213F-HRTimeline
Bienville Capital Management, LLC11,540$1.43M0.21%new13F-HRTimeline
SmartHarvest Portfolios, LLC11,532$1.43M0.46%+8,67713F-HRTimeline
CBIZ Investment Advisory Services, LLC3,353$1.43M0.05%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/11,490$1.43M0.46%+8,42113F-HRTimelineGroup
Heartwood Wealth Advisors LLC11,485$1.43M0.11%+8,54313F-HRTimeline
STEPH & CO11,484$1.43M0.36%+8,62313F-HRTimeline
Strategic Blueprint, LLC11,471$1.42M0.07%+8,42013F-HRTimeline
Alteri Wealth LLC11,443$1.42M0.39%+8,58213F-HRTimeline
Hurley Capital, LLC11,412$1.42M0.73%+8,55913F-HRTimeline
Ballew Advisors, Inc11,674$1.41M0.73%+8,66613F-HRTimeline
Armstrong, Fleming & Moore, Inc11,388$1.41M0.47%+8,51413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,371$1.41M0.02%+10,87813F-HRTimelineGroup
WestHill Financial Advisors, Inc.11,321$1.41M0.24%+8,49113F-HRTimeline
Rockbridge Investment Management, LCC11,276$1.4M0.11%+8,45713F-HRTimeline
FIRST MANHATTAN CO. LLC.11,256$1.4M<0.01%+8,72613F-HRTimeline
Symphony Financial, Ltd. Co.11,440$1.4M0.15%+8,90613F-HRTimeline
TAGStone Capital, Inc.11,234$1.39M0.44%+8,41813F-HRTimeline
Heritage Investment Group, Inc.11,232$1.39M0.19%+6,39613F-HRTimeline
Black Diamond Financial, LLC11,232$1.39M0.12%+8,42413F-HRTimeline
Pine Valley Investments Ltd Liability Co11,226$1.39M0.06%+8,39613F-HRTimeline
Wedmont Private Capital11,215$1.39M0.04%+8,47213F-HRTimeline
TFC Financial Management, Inc.11,193$1.39M0.15%+8,68513F-HRTimeline
BCI SECURITIES, INC.11,188$1.39M11.97%+8,39113F-HRTimeline
Maxele Advisors, LLC11,154$1.38M0.97%13F-HRTimeline
Interchange Capital Partners, LLC11,147$1.38M0.26%+8,28513F-HRTimeline
Wealthstar Advisors, LLC11,142$1.38M0.69%+8,27413F-HRTimeline