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Disclosery

IWF ISHARES TR

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STOK (fund)

2,202 managers (2,222 13F filers) reported a position in IWF shares at 2025-03-31, 202,646,058 shares in all. 89 filers opened a position and 153 filers sold out during the quarter.

Managers
2,202
13F filers
2,222
New
89
Added
628
Reduced
929
Sold out
153
Shares held by filers
202,646,058

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Florida Trust Wealth Management Co3,977$1.44M0.05%-1813F-HRTimeline
HMS Capital Management, LLC4,371$1.43M0.79%013F-HRTimeline
PFG Investments, LLC3,944$1.42M0.09%-22413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,920$1.42M0.05%-87413F-HRTimeline
Allodium Investment Consultants, LLC3,918$1.41M1.04%-8213F-HRTimeline
Independent Solutions Wealth Management…3,936$1.41M0.32%-25413F-HRTimeline
Arax Advisory Partners3,887$1.4M0.09%-19813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,887$1.4M0.2%-1,59213F-HR/ATimelineGroup
Delta Financial Group, Inc.3,707$1.4M0.32%+1013F-HRTimeline
Alteri Wealth LLC3,875$1.4M0.62%-17813F-HRTimeline
Symphony Financial Services, Inc.3,875$1.4M0.91%+13113F-HRTimeline
Private Wealth Asset Management, LLC3,859$1.39M0.2%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,855$1.39M0.21%013F-HRTimeline
Brookmont Capital Management3,845$1.39M0.78%-16013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,841$1.39M0.09%+27613F-HRTimeline
Partners in Financial Planning3,840$1.39M0.28%013F-HRTimeline
Strategies Wealth Advisors, LLC3,838$1.39M0.17%+1,66013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,832$1.38M0.16%-34313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,831$1.38M0.52%-40113F-HRTimeline
Morton Capital Management LLC/CA3,830$1.38M0.27%013F-HRTimeline
EWA, LLC3,817$1.38M0.51%-413F-HRTimeline
Nova R Wealth, Inc.3,810$1.38M0.68%-913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,803$1.37M0.17%013F-HRTimeline
BlueChip Wealth Advisors LLC3,800$1.37M0.67%013F-HRTimeline
Good Life Advisors, LLC3,799$1.37M0.1%+23313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,166$1.37M1.04%013F-HRTimeline
Cordgrass Capital Advisors, LLC3,770$1.36M0.39%013F-HRTimeline
Edgemoor Investment Advisors, Inc.3,762$1.36M0.12%-31013F-HRTimeline
Colony Family Offices, LLC3,745$1.35M0.42%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,728$1.35M0.05%+2,84913F-HRTimeline
CFS Investment Advisory Services, LLC3,727$1.35M0.12%+1,10113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,703$1.34M0.72%-513F-HRTimeline
American Investment Services, Inc.3,698$1.34M0.24%-9413F-HRTimeline
Forum Private Client Group LLC3,679$1.33M0.58%-18213F-HRTimeline
GREENWOOD GEARHART LLC3,669$1.32M0.09%-10013F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,668$1.32M0.81%+4313F-HRTimeline
PrairieView Partners, LLC3,667$1.32M0.14%-9813F-HRTimeline
Asset Management Group, Inc.3,648$1.32M0.24%-9313F-HRTimeline
Intelligence Driven Advisers, LLC3,636$1.31M0.25%+2,63013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,633$1.31M0.53%-2513F-HRTimeline
Fortis Capital Advisors, LLC3,607$1.3M0.26%+1,02313F-HRTimeline
Archford Capital Strategies, LLC3,600$1.3M0.19%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC3,595$1.3M1.26%13F-HRTimeline
Selective Wealth Management, Inc.3,702$1.3M0.56%-1,00113F-HRTimeline
BHK Investment Advisors, LLC3,586$1.29M0.55%-27213F-HRTimeline
NWK Group, Inc.3,578$1.29M0.59%+74713F-HRTimeline
Jaffetilchin Investment Partners, LLC3,575$1.29M0.09%+54413F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)3,570$1.29M0.01%013F-HRTimelineGroup
Adero Partners, LLC3,568$1.29M0.08%+63413F-HRTimeline
Obermeyer Wealth Partners3,565$1.29M0.07%+75913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,554$1.28M0.26%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,550$1.28M0.48%-22513F-HRTimeline
Harvest Investment Services, LLC3,543$1.28M0.36%-24013F-HRTimeline
BALLAST ADVISORS LLC3,543$1.28M0.41%+15713F-HRTimeline
Pallas Capital Advisors LLC3,523$1.27M0.05%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC3,513$1.27M0.5%+1,55213F-HRTimeline
DAVIDSON TRUST CO3,506$1.27M0.6%+2,52013F-HRTimeline
Asset Allocation Strategies LLC3,488$1.26M0.31%-79713F-HRTimeline
Financial Advocates Investment Manageme…3,470$1.25M0.09%-4,91113F-HRTimeline
Parisi Gray Wealth Management3,460$1.25M0.41%+12213F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,455$1.25M0.05%-5713F-HRTimeline
17 CAPITAL PARTNERS, LLC3,453$1.25M0.8%+27213F-HRTimeline
Trivium Point Advisory, LLC3,450$1.25M0.15%+413F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,443$1.24M0.97%-5513F-HRTimeline
Forefront Wealth Partners, LLC3,430$1.24M0.84%-1,84513F-HRTimeline
Advisory Resource Group3,428$1.24M0.25%-12,46713F-HRTimeline
Riverpoint Wealth Management Holdings, …3,427$1.24M0.32%+213F-HRTimeline
Heritage Financial Services, LLC3,424$1.24M0.12%-9013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,415$1.23M0.12%013F-HRTimeline
WealthPLAN Partners, LLC3,408$1.23M0.17%+1913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,404$1.23M0.26%-12613F-HRTimeline
Coastal Bridge Advisors, LLC3,401$1.23M0.11%+1,42613F-HR/ATimeline
Walkner Condon Financial Advisors LLC3,400$1.23M0.25%+41413F-HRTimeline
Riverview Capital Advisers, LLC3,386$1.22M0.38%+4013F-HRTimeline
Realta Investment Advisors3,365$1.22M0.55%+67713F-HRTimeline
Aspen Grove Capital, LLC3,358$1.21M0.23%+40013F-HRTimeline
UNITED BANK3,349$1.21M0.15%+61013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,686$1.2M0.27%-15513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,295$1.2M0.1%+22013F-HRTimeline
Proactive Wealth Strategies LLC3,319$1.2M0.64%+313F-HRTimeline
CHAPIN DAVIS, INC.3,313$1.2M0.41%-35813F-HRTimeline
Bulltick Wealth Management, LLC3,311$1.2M0.32%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,310$1.2M0.14%+1,27713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,300$1.19M0.48%-1513F-HRTimeline
Alamar Capital Management, LLC3,296$1.19M0.71%-40013F-HRTimeline
SP Asset Management LLC3,293$1.19M0.1%013F-HRTimeline
Summit X, LLC3,290$1.19M0.25%-13013F-HRTimeline
Sharp Wealth Advisory, LLC3,289$1.19M0.91%+12513F-HRTimeline
Bluespring Wealth Management, LLC3,286$1.19M0.12%013F-HRTimeline
Wealthstar Advisors, LLC3,282$1.19M0.54%-28513F-HRTimeline
Financial Perspectives, Inc3,261$1.18M0.4%+1613F-HRTimeline
Activest Wealth Management3,253$1.17M0.32%-11613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,253$1.17M0.02%+413F-HRTimelineGroup
Stegner Investment Associates Inc.3,250$1.17M0.82%-1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manhattan West Asset Management, LLC3,227$1.17M0.3%+16613F-HRTimeline
Berkeley Capital Partners, LLC3,226$1.16M0.32%+213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,225$1.16M0.08%+27813F-HRTimeline
Orgel Wealth Management, LLC3,221$1.16M0.03%+64413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,219$1.16M0.04%+85613F-HRTimelineGroup
Aspen Wealth Management LLC3,210$1.16M0.33%+313F-HRTimeline
BAILARD, INC.3,199$1.16M0.03%+67513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,189$1.15M0.07%+1,04513F-HR/ATimeline
Kera Capital Partners, Inc.3,187$1.15M0.34%013F-HRTimeline
Destination Wealth Management3,184$1.15M0.04%+9213F-HRTimeline
Bank of New Hampshire3,180$1.15M0.3%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,172$1.15M0.92%+113F-HRTimeline
Columbia Bank3,154$1.14M0.39%+68713F-HRTimeline
Baltimore-Washington Financial Advisors…3,150$1.14M0.06%-4513F-HRTimeline
Falcon Wealth Planning3,149$1.14M0.13%+83813F-HRTimeline
M. Kulyk & Associates, LLC3,144$1.14M0.26%-40513F-HRTimeline
Farmers National Bank3,142$1.13M0.32%+18613F-HRTimeline
SageView Advisory Group, LLC3,141$1.13M0.05%-3413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,144$1.13M0.17%-15813F-HRTimeline
APPLETON PARTNERS INC/MA3,138$1.13M0.09%-1213F-HRTimeline
Seneca Financial Advisors LLC3,136$1.13M0.55%+313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,135$1.13M0.11%-18013F-HRTimelineGroup
Financial Partners Group, Inc3,129$1.13M0.17%+6613F-HRTimeline
Westmount Partners, LLC3,129$1.13M0.34%-35513F-HRTimeline
Diversified Enterprises, LLC3,126$1.13M0.09%+6313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC3,122$1.13M1.24%013F-HRTimeline
HHM Wealth Advisors, LLC3,105$1.12M0.15%013F-HRTimeline
Rockbridge Investment Management, LCC3,083$1.11M0.13%013F-HRTimeline
Park Edge Advisors, LLC3,073$1.11M0.31%-3,83813F-HRTimeline
Strategic Financial Services, Inc.3,070$1.11M0.06%-36413F-HRTimeline
Zhang Financial LLC3,054$1.1M0.06%+22213F-HRTimeline
Code Waechter LLC3,040$1.1M0.9%013F-HRTimeline
Carnegie Investment Counsel3,297$1.1M0.03%+51213F-HRTimeline
CBIZ Investment Advisory Services, LLC3,029$1.09M0.05%-7413F-HR/ATimeline
Silicon Valley Capital Partners3,026$1.09M0.14%+313F-HRTimeline
Stanich Group LLC3,017$1.09M0.81%013F-HRTimeline
LS Investment Advisors, LLC3,016$1.09M0.17%013F-HRTimeline
WestHill Financial Advisors, Inc.3,013$1.09M0.25%-3013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,002$1.08M0.25%-1013F-HRTimeline
HFG Advisors, Inc.3,001$1.08M0.93%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,988$1.08M0.15%013F-HRTimeline
Atala Financial Inc2,987$1.08M0.79%-21413F-HRTimeline
Ballew Advisors, Inc3,077$1.08M0.72%-1013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding2,977$1.07M-145Timeline
AAF Wealth Management, LLC2,968$1.07M0.58%-7913F-HRTimeline
Opus Capital Group, LLC2,957$1.07M0.14%-2313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,947$1.07M-1,775Timeline
Fairvoy Private Wealth, LLC2,943$1.06M0.29%-21113F-HRTimeline
Heartwood Wealth Advisors LLC2,943$1.06M0.12%-10713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,937$1.06M0.25%013F-HRTimelineGroup
Smith Salley Wealth Management2,932$1.06M0.07%-32413F-HRTimeline
Tortoise Investment Management, LLC2,928$1.06M0.11%013F-HR/ATimeline
Maxele Advisors, LLC2,917$1.05M1.02%-7013F-HRTimeline
NorthCrest Asset Manangement, LLC2,915$1.05M0.03%+4813F-HRTimeline
Goldstein Advisors, LLC2,900$1.05M0.15%+16113F-HRTimeline
Geneva Partners, LLC2,898$1.05M0.54%-1213F-HRTimeline
ANDERSON HOAGLAND & CO3,255$1.04M0.12%013F-HRTimeline
Sand Hill Global Advisors, LLC2,878$1.04M0.04%-55013F-HRTimeline
Waterfront Wealth Inc.2,878$1.04M0.25%013F-HRTimeline
Addison Advisors LLC2,876$1.04M0.28%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,875$1.04M0.15%-18813F-HRTimeline
Interchange Capital Partners, LLC2,862$1.03M0.29%-3313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,860$1.03M0.79%-26713F-HRTimeline
Hurley Capital, LLC2,853$1.03M0.78%-80013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,847$1.03M0.09%+4713F-HRTimeline
David Wealth Management LLC2,839$1.03M0.86%013F-HRTimeline
Arlington Financial Advisors, LLC2,833$1.02M0.18%+1,64313F-HRTimeline
Rollins Financial Advisors, LLC2,830$1.02M0.18%-2613F-HR/ATimeline
Hemington Wealth Management2,828$1.02M0.16%-13913F-HRTimeline
Parkshore Wealth Management, Inc.2,824$1.02M0.59%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,817$1.02M0.03%+98113F-HRTimeline
TAGStone Capital, Inc.2,810$1.01M0.5%+15313F-HRTimeline
BAKER BOYER NATIONAL BANK2,810$1.01M0.37%013F-HRTimeline
Arista Wealth Management, LLC2,808$1.01M0.25%013F-HRTimeline
Per Stirling Capital Management, LLC.2,794$1.01M0.15%-9913F-HRTimeline
Chicago Capital, LLC2,791$1.01M0.03%+2613F-HRTimeline
CAPITAL CITY TRUST CO/FL2,791$1.01M0.28%-35813F-HRTimeline
First City Capital Management, Inc.2,779$1M0.6%-15013F-HRTimeline
RPG Investment Advisory, LLC2,778$1M0.07%+1,33613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,776$1M0.24%-413F-HRTimeline
TFR Capital, LLC.2,771$1M0.42%-38513F-HRTimeline
Klingman & Associates, LLC2,770$1M0.06%+60313F-HRTimeline
Golden State Wealth Management, LLC2,743$991K0.15%+2,07613F-HR/ATimeline
St. Clair Advisors, LLC2,741$990K0.28%-45513F-HRTimeline
First Bank & Trust2,738$989K0.19%-3813F-HRTimeline
Sprinkle Financial Consultants LLC2,731$986K0.63%+313F-HRTimeline
Latitude Advisors, LLC2,728$985K0.57%-4,34013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,710$979K0.03%+14613F-HRTimeline
COZAD ASSET MANAGEMENT INC2,710$978K0.1%013F-HRTimeline
Flagship Private Wealth, LLC2,705$977K0.47%+27213F-HRTimeline
Insight Advisors, LLC/ PA2,703$976K0.17%+113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,695$973K0.76%013F-HRTimeline
Ellevest, Inc.2,689$971K0.06%+36813F-HRTimeline
Sunbelt Securities, Inc.2,683$969K0.09%+40913F-HRTimeline
Smithfield Trust Co2,663$962K0.05%013F-HRTimeline
Capital Advantage, Inc.2,395$962K0.18%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,639$953K<0.01%-17,95913F-HRTimelineGroup
SPINNAKER TRUST2,636$952K0.06%-1213F-HRTimeline
Gotham Asset Management, LLC2,636$952K0.01%+27913F-HRTimeline
CoreCap Advisors, LLC2,633$951K0.04%-4,40013F-HRTimeline
Coastline Trust Co2,633$951K0.12%-2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PETREDIS INVESTMENT ADVISORS LLC2,623$947K0.1%013F-HRTimeline
Naviter Wealth, LLC2,618$944K0.11%013F-HRTimeline
Ackerman Capital Advisors, LLC2,610$942K0.25%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,609$942K0.03%-39413F-HRTimelineGroup
Thrive Wealth Management, LLC2,609$942K0.18%-2,42713F-HRTimeline