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Disclosery

IWF ISHARES TR

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STOK (fund)

2,290 managers (2,311 13F filers) reported a position in IWF shares at 2024-12-31, 200,497,366 shares in all. 135 filers opened a position and 61 filers sold out during the quarter.

Managers
2,290
13F filers
2,311
New
135
Added
684
Reduced
771
Sold out
61
Shares held by filers
200,497,366

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Raab & Moskowitz Asset Management LLC4,105$1.65M0.4%-24813F-HRTimeline
Tassel Capital Management, Inc.4,096$1.64M1.46%13F-HRTimeline
Capital Wealth Alliance, LLC4,091$1.64M0.93%+71513F-HRTimeline
Cambridge Financial Group, LLC4,088$1.64M0.7%-7613F-HRTimeline
Arax Advisory Partners4,085$1.64M0.1%+2913F-HRTimeline
Edgemoor Investment Advisors, Inc.4,072$1.64M0.14%013F-HRTimeline
Gallacher Capital Management LLC4,066$1.63M0.81%-70413F-HRTimeline
REGIMEN WEALTH, LLC4,064$1.63M0.53%-1513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,058$1.63M0.21%-27013F-HRTimeline
Alteri Wealth LLC4,053$1.63M0.45%13F-HRTimeline
Clarkston Capital Partners, LLC4,048$1.63M0.03%013F-HRTimeline
Brookmont Capital Management4,005$1.61M0.86%-33413F-HRTimeline
Wealthspire Retirement, LLC4,003$1.61M0.13%-8613F-HRTimeline
Allodium Investment Consultants, LLC4,000$1.61M1.34%13F-HRTimeline
Florida Trust Wealth Management Co3,995$1.6M0.05%013F-HRTimeline
Laurel Wealth Advisors LLC3,984$1.6M0.25%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…3,983$1.6M0.43%+3513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,952$1.59M0.12%-1513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,932$1.58M0.03%013F-HRTimeline
WEALTH ALLIANCE, LLC3,930$1.58M0.19%+3,30713F-HRTimeline
Venturi Wealth Management, LLC3,913$1.57M0.08%013F-HRTimeline
O'Dell Group, LLC3,905$1.57M0.35%+21713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,841$1.56M0.33%-4113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,166$1.56M1.42%013F-HRTimeline
4Thought Financial Group Inc.3,879$1.56M0.97%+2,49513F-HRTimeline
WEDGEWOOD PARTNERS INC3,874$1.56M0.31%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Forum Private Client Group LLC3,861$1.55M0.69%-6313F-HRTimeline
BHK Investment Advisors, LLC3,858$1.55M0.58%+4813F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,855$1.55M0.24%013F-HRTimeline
Partners in Financial Planning3,840$1.54M0.31%013F-HRTimeline
Morton Capital Management LLC/CA3,830$1.54M0.29%-4013F-HRTimeline
EWA, LLC3,821$1.53M0.58%+313F-HRTimeline
Nova R Wealth, Inc.3,819$1.53M0.77%+413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,803$1.53M0.19%-16413F-HRTimeline
BlueChip Wealth Advisors LLC3,800$1.53M0.85%+4313F-HRTimeline
American Investment Services, Inc.3,792$1.52M0.27%-7013F-HR/ATimeline
Harvest Investment Services, LLC3,783$1.52M0.37%-14013F-HRTimeline
Financial Sense Advisors, Inc.3,780$1.52M0.51%+113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,775$1.52M0.55%013F-HRTimeline
Cordgrass Capital Advisors, LLC3,770$1.51M0.44%-8713F-HRTimeline
GREENWOOD GEARHART LLC3,769$1.51M0.1%-2713F-HRTimeline
PrairieView Partners, LLC3,765$1.51M0.16%-26413F-HRTimeline
Colony Family Offices, LLC3,745$1.5M0.47%013F-HRTimeline
Symphony Financial Services, Inc.3,744$1.5M1.21%+11513F-HRTimeline
Asset Management Group, Inc.3,741$1.5M0.27%-5813F-HRTimeline
Jupiter Wealth Management LLC3,735$1.5M0.75%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,708$1.49M0.77%013F-HRTimeline
Hurley Capital, LLC3,653$1.49M1.2%13F-HRTimeline
Alamar Capital Management, LLC3,696$1.48M0.81%-2013F-HRTimeline
Delta Financial Group, Inc.3,697$1.48M0.35%new13F-HRTimeline
Brown Financial Advisory3,691$1.48M1.06%-4613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,658$1.47M0.59%-19313F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,625$1.46M0.83%+5013F-HRTimeline
Headlands Technologies LLC3,622$1.45M0.15%+90113F-HRTimeline
Brio Consultants, LLC3,615$1.45M0.23%-31813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,485$1.45M0.08%-213F-HRTimeline
Archford Capital Strategies, LLC3,600$1.45M0.22%013F-HRTimeline
TBH Global Asset Management, LLC3,578$1.44M0.34%-27913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)3,570$1.43M0.02%013F-HRTimelineGroup
Wealthstar Advisors, LLC3,567$1.43M0.62%13F-HRTimeline
Good Life Advisors, LLC3,566$1.43M0.1%-5,32813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,565$1.43M0.09%+8013F-HRTimeline
M. Kulyk & Associates, LLC3,549$1.43M0.31%-4113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,530$1.42M0.28%013F-HRTimeline
Pallas Capital Advisors LLC3,523$1.41M0.06%013F-HRTimeline
Heritage Financial Services, LLC3,514$1.41M0.19%-2113F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,512$1.41M0.1%-43313F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,498$1.4M1.06%-6913F-HRTimeline
Westmount Partners, LLC3,484$1.4M0.43%-1013F-HRTimeline
BSW Wealth Partners3,469$1.39M0.2%013F-HRTimeline
Trivium Point Advisory, LLC3,446$1.38M0.17%+2,76513F-HRTimeline
Strategic Financial Services, Inc.3,434$1.38M0.08%-18213F-HRTimeline
CHAPIN DAVIS, INC.3,671$1.38M0.45%013F-HRTimeline
Sand Hill Global Advisors, LLC3,428$1.38M0.06%+55013F-HRTimeline
Riverpoint Wealth Management Holdings, …3,425$1.38M0.36%+213F-HRTimeline
Summit X, LLC3,420$1.37M0.3%-1913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,415$1.37M0.12%+45013F-HRTimeline
WealthPLAN Partners, LLC3,389$1.36M0.19%+24813F-HRTimeline
BALLAST ADVISORS LLC3,386$1.36M0.42%-7413F-HRTimeline
Lionshead Wealth Management, LLC3,375$1.36M0.98%13F-HRTimeline
Activest Wealth Management3,369$1.35M0.38%+15113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,350$1.35M0.04%-8,59113F-HRTimelineGroup
Riverview Capital Advisers, LLC3,346$1.34M0.41%+18713F-HRTimeline
Parisi Gray Wealth Management3,338$1.34M0.43%+2413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,315$1.33M0.52%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,315$1.33M0.12%+22013F-HRTimelineGroup
Proactive Wealth Strategies LLC3,316$1.33M0.69%-12113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,302$1.33M0.2%+313F-HRTimeline
ANDERSON HOAGLAND & CO3,255$1.32M0.14%+2,03813F-HRTimeline
SP Asset Management LLC3,293$1.32M0.11%013F-HRTimeline
Bluespring Wealth Management, LLC3,286$1.32M0.14%-513F-HRTimeline
Financial Insights, Inc.3,275$1.32M0.49%-1,23213F-HRTimeline
Stegner Investment Associates Inc.3,262$1.31M0.87%-1713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smith Salley Wealth Management3,256$1.31M0.08%+40713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,249$1.3M0.02%+30313F-HRTimelineGroup
Financial Perspectives, Inc3,245$1.3M0.44%+7713F-HRTimeline
Berkeley Capital Partners, LLC3,224$1.29M0.36%+813F-HRTimeline
Aspen Wealth Management LLC3,207$1.29M0.38%013F-HRTimeline
Atala Financial Inc3,201$1.29M0.9%13F-HRTimeline
St. Clair Advisors, LLC3,196$1.28M0.37%+13613F-HRTimeline
Baltimore-Washington Financial Advisors…3,195$1.28M0.07%+6513F-HRTimeline
Kera Capital Partners, Inc.3,187$1.28M0.37%13F-HRTimeline
17 CAPITAL PARTNERS, LLC3,181$1.28M0.81%+12613F-HRTimeline
Bank of New Hampshire3,180$1.28M0.33%-5013F-HRTimeline
SageView Advisory Group, LLC3,175$1.27M0.05%+76213F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,171$1.27M0.94%+113F-HRTimeline
Sharp Wealth Advisory, LLC3,164$1.27M0.96%+7513F-HRTimeline
TFR Capital, LLC.3,156$1.27M0.63%13F-HRTimeline
Fairvoy Private Wealth, LLC3,154$1.27M0.34%13F-HRTimeline
APPLETON PARTNERS INC/MA3,150$1.26M0.09%+613F-HRTimeline
CAPITAL CITY TRUST CO/FL3,149$1.26M0.32%-15913F-HRTimeline
Csenge Advisory Group3,134$1.26M0.07%+69613F-HRTimeline
Seneca Financial Advisors LLC3,133$1.26M0.62%+313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,133$1.26M0.59%new13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.3,127$1.26M0.84%+8113F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,122$1.25M+22Timeline
VERUS WEALTH MANAGEMENT, LLC3,122$1.25M1.41%13F-HR/ATimeline
HHM Wealth Advisors, LLC3,105$1.25M0.17%+2,99213F-HRTimeline
CBIZ Investment Advisory Services, LLC3,103$1.25M0.06%+3713F-HRTimeline
Destination Wealth Management3,092$1.24M0.04%+4013F-HRTimeline
Rockbridge Investment Management, LCC3,083$1.24M0.16%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,075$1.23M0.11%-25713F-HRTimeline
Financial Partners Group, Inc3,063$1.23M0.18%+46013F-HRTimeline
HBW ADVISORY SERVICES LLC3,063$1.23M0.13%+9313F-HRTimeline
Diversified Enterprises, LLC3,063$1.23M0.12%+65813F-HRTimeline
Manhattan West Asset Management, LLC3,061$1.23M0.33%013F-HRTimeline
Heartwood Wealth Advisors LLC3,050$1.22M0.14%013F-HRTimeline
Ballew Advisors, Inc3,087$1.22M0.78%+413F-HRTimeline
AAF Wealth Management, LLC3,047$1.22M0.62%+113F-HR/ATimeline
Berbice Capital Management LLC3,044$1.22M0.98%13F-HRTimeline
WestHill Financial Advisors, Inc.3,043$1.22M0.27%-56913F-HRTimeline
Code Waechter LLC3,040$1.22M1.07%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,031$1.22M0.09%+26513F-HRTimeline
Silicon Valley Capital Partners3,023$1.21M0.14%+313F-HRTimeline
Stanich Group LLC3,017$1.21M0.91%13F-HRTimeline
LS Investment Advisors, LLC3,016$1.21M0.18%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,012$1.21M0.3%-1,70413F-HRTimeline
Retirement Planning Group, LLC3,004$1.21M0.06%-99013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,003$1.21M0.04%+10613F-HRTimelineGroup
HFG Advisors, Inc.3,001$1.21M1.05%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,988$1.2M0.16%-53013F-HRTimeline
Maxele Advisors, LLC2,987$1.2M1.14%13F-HRTimeline
Estate Counselors, LLC2,986$1.2M0.13%-1313F-HRTimeline
Walkner Condon Financial Advisors LLC2,986$1.2M0.24%+45913F-HRTimeline
Opus Capital Group, LLC2,980$1.2M0.15%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,974$1.19M0.04%+39913F-HRTimeline
Hemington Wealth Management2,967$1.19M0.3%013F-HRTimeline
Roberts Financial Services LLC2,960$1.19M0.22%-22313F-HRTimeline
Aspen Grove Capital, LLC2,958$1.19M0.25%013F-HRTimeline
Farmers National Bank2,956$1.19M0.35%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,947$1.18M0.09%-38213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,937$1.18M0.28%013F-HRTimelineGroup
Adero Partners, LLC2,934$1.18M0.08%013F-HRTimeline
First City Capital Management, Inc.2,929$1.18M0.63%013F-HRTimeline
Tortoise Investment Management, LLC2,928$1.18M0.12%013F-HR/ATimeline
Geneva Partners, LLC2,910$1.17M0.47%-7613F-HRTimeline
New Age Alpha Advisors, LLC2,895$1.16M0.05%new13F-HR/ATimeline
Interchange Capital Partners, LLC2,895$1.16M0.42%013F-HRTimeline
Per Stirling Capital Management, LLC.2,893$1.16M0.16%-13313F-HRTimeline
Gateway Wealth Partners, LLC2,886$1.16M0.3%+1013F-HRTimeline
Waterfront Wealth Inc.2,878$1.16M0.28%013F-HRTimeline
Addison Advisors LLC2,876$1.15M0.32%-12913F-HRTimeline
NorthCrest Asset Manangement, LLC2,867$1.15M0.03%-8213F-HR/ATimeline
Rollins Financial Advisors, LLC2,856$1.15M0.18%013F-HRTimeline
David Wealth Management LLC2,839$1.14M0.94%13F-HRTimeline
Zhang Financial LLC2,832$1.14M0.07%-7113F-HRTimeline
NWK Group, Inc.2,831$1.14M0.44%-26813F-HRTimeline
Parkshore Wealth Management, Inc.2,823$1.13M0.68%13F-HRTimeline
BAKER BOYER NATIONAL BANK2,810$1.13M0.39%-2413F-HRTimeline
Arista Wealth Management, LLC2,808$1.13M0.27%-60613F-HRTimeline
Obermeyer Wealth Partners2,806$1.13M0.06%-10413F-HRTimeline
Galvin, Gaustad & Stein, LLC2,800$1.12M0.1%013F-HRTimeline
Evensky & Katz LLC2,793$1.12M0.07%-1213F-HRTimeline
Carnegie Investment Counsel2,785$1.12M0.03%-16113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,780$1.12M0.3%013F-HRTimeline
First Bank & Trust2,776$1.11M0.21%-7913F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,770$1.11M0.49%-713F-HRTimeline
Chicago Capital, LLC2,765$1.11M0.03%+2813F-HRTimeline
CHILTON INVESTMENT CO INC.2,759$1.11M0.03%+64113F-HRTimeline
UNITED BANK2,739$1.1M0.13%013F-HRTimeline
Goldstein Advisors, LLC2,739$1.1M0.16%-24013F-HRTimeline
Rossmore Private Capital2,735$1.1M0.14%-3313F-HRTimeline
Sprinkle Financial Consultants LLC2,728$1.1M0.75%+213F-HRTimeline
Q3 Asset Management2,729$1.09M0.68%-29113F-HRTimeline
Insight Advisors, LLC/ PA2,702$1.09M0.19%+12713F-HRTimeline
Realta Investment Advisors2,688$1.09M0.45%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC2,710$1.09M0.1%-6013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,695$1.08M0.83%013F-HRTimeline
Smithfield Trust Co2,663$1.07M0.05%013F-HRTimeline
TAGStone Capital, Inc.2,657$1.07M0.53%+313F-HRTimeline
Coastline Trust Co2,655$1.07M0.12%-11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SPINNAKER TRUST2,648$1.06M0.07%+1213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,626$1.05M0.03%+91713F-HRTimeline
CFS Investment Advisory Services, LLC2,626$1.05M0.09%+53313F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,623$1.05M0.11%013F-HRTimeline
Parker Financial LLC2,619$1.05M0.52%-51613F-HRTimeline
Naviter Wealth, LLC2,618$1.05M0.13%+1,30913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,613$1.05M0.08%-35713F-HRTimeline
Ackerman Capital Advisors, LLC2,610$1.05M0.27%013F-HRTimeline
Wedmont Private Capital2,628$1.05M0.06%+17613F-HRTimeline