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Disclosery

IWF ISHARES TR

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STOK (fund)

2,280 managers (2,303 13F filers) reported a position in IWF shares at 2025-06-30, 197,179,133 shares in all. 165 filers opened a position and 79 filers sold out during the quarter.

Managers
2,280
13F filers
2,303
New
165
Added
697
Reduced
836
Sold out
79
Shares held by filers
197,179,133

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PFG Investments, LLC3,897$1.65M0.1%-4713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,887$1.65M0.22%013F-HRTimelineGroup
Geneos Wealth Management Inc.3,881$1.65M0.04%-3,16813F-HRTimeline
Brio Consultants, LLC3,878$1.65M0.24%-27013F-HRTimeline
Allodium Investment Consultants, LLC3,858$1.64M1.04%-6013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,855$1.64M0.23%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC3,852$1.64M1.2%+25713F-HRTimeline
Brookmont Capital Management3,852$1.64M0.94%+713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,843$1.63M0.19%+4013F-HRTimeline
Partners in Financial Planning3,840$1.63M0.3%013F-HRTimeline
Morton Capital Management LLC/CA3,830$1.63M0.29%013F-HRTimeline
SP Asset Management LLC3,828$1.63M0.13%+53513F-HRTimeline
4Thought Financial Group Inc.3,826$1.62M0.86%+2,58313F-HRTimeline
EWA, LLC3,805$1.62M0.51%-1213F-HRTimeline
BlueChip Wealth Advisors LLC3,800$1.61M0.72%013F-HRTimeline
Heritage Financial Services, LLC3,790$1.61M0.15%+36613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,768$1.6M0.58%-31713F-HRTimeline
Edgemoor Investment Advisors, Inc.3,762$1.6M0.14%013F-HRTimeline
Private Wealth Asset Management, LLC3,739$1.59M0.21%-12013F-HRTimeline
CFS Investment Advisory Services, LLC3,729$1.58M0.13%+213F-HRTimeline
17 CAPITAL PARTNERS, LLC3,724$1.58M0.91%+27113F-HRTimeline
Fortis Capital Advisors, LLC3,724$1.58M0.28%+11713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,686$1.58M0.28%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,716$1.58M0.57%+41613F-HRTimeline
Forum Private Client Group LLC3,691$1.57M0.6%+1213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,688$1.57M0.52%-14313F-HRTimeline
BHK Investment Advisors, LLC3,686$1.56M0.61%+10013F-HRTimeline
American Investment Services, Inc.3,673$1.56M0.4%-2513F-HRTimeline
Strategies Wealth Advisors, LLC3,670$1.56M0.17%-16813F-HRTimeline
Selective Wealth Management, Inc.3,626$1.55M0.57%-7613F-HRTimeline
Asset Management Group, Inc.3,651$1.55M0.27%+313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,633$1.54M0.57%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,631$1.54M0.03%+92113F-HRTimeline
Rockwood Wealth Management, LLC3,622$1.54M0.14%-43713F-HRTimeline
Ironwood Financial, llc4,253$1.54M0.33%013F-HRTimeline
Archford Capital Strategies, LLC3,610$1.53M0.2%+1013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,606$1.53M0.1%+3113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,601$1.53M0.16%-23113F-HRTimeline
Strategic Blueprint, LLC3,600$1.53M0.08%+1,06313F-HRTimeline
PrairieView Partners, LLC3,583$1.52M0.15%-8413F-HRTimeline
Falcon Wealth Planning3,577$1.52M0.15%+42813F-HRTimeline
GREENWOOD GEARHART LLC3,575$1.52M0.09%-9413F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)3,570$1.52M0.01%013F-HRTimelineGroup
AAF Wealth Management, LLC3,569$1.52M0.69%+60113F-HRTimeline
BALLAST ADVISORS LLC3,521$1.49M0.44%-2213F-HRTimeline
Pallas Capital Advisors LLC3,516$1.49M0.06%-713F-HRTimeline
RFP Financial Group LLC3,509$1.49M0.62%-62613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,503$1.49M0.62%-1,07413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,499$1.49M0.77%-20413F-HRTimeline
Walkner Condon Financial Advisors LLC3,483$1.48M0.27%+8313F-HRTimeline
REGIMEN WEALTH, LLC3,463$1.47M0.46%-60513F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,447$1.46M0.97%+413F-HRTimeline
Trivium Point Advisory, LLC3,438$1.46M0.16%-1213F-HRTimeline
DAVIDSON TRUST CO3,431$1.46M0.67%-7513F-HRTimeline
Riverpoint Wealth Management Holdings, …3,429$1.46M0.34%+213F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,424$1.45M0.83%-24413F-HRTimeline
WealthPLAN Partners, LLC3,410$1.45M0.23%+213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,405$1.45M0.03%+83213F-HRTimeline
Sharp Wealth Advisory, LLC3,404$1.45M0.93%+11513F-HRTimeline
Harvest Investment Services, LLC3,399$1.44M0.32%-14413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,378$1.43M<0.01%+1,20513F-HRTimelineGroup
Parisi Gray Wealth Management3,372$1.43M0.41%-8813F-HRTimeline
Aspen Wealth Management LLC3,364$1.43M0.35%+15413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,350$1.42M0.44%-20013F-HRTimeline
UNITED BANK3,349$1.42M0.17%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.3,342$1.42M0.26%-4,02513F-HRTimeline
Bulltick Wealth Management, LLC3,344$1.42M0.35%+3313F-HRTimeline
Financial Perspectives, Inc3,343$1.42M0.43%+8213F-HRTimeline
Washington Trust Advisors, Inc.3,332$1.41M0.11%-1,10713F-HRTimeline
Berbice Capital Management LLC3,329$1.41M0.99%-1,50013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,320$1.41M0.11%-9513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,320$1.41M0.11%+2513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,324$1.41M+377Timeline
Alteri Wealth LLC3,313$1.41M0.55%-56213F-HRTimeline
BAILARD, INC.3,299$1.4M0.03%+10013F-HRTimeline
Summit X, LLC3,287$1.4M0.26%-313F-HRTimeline
Advisory Resource Group3,273$1.39M0.27%-15513F-HRTimeline
CHAPIN DAVIS, INC.3,272$1.39M0.38%-4113F-HRTimeline
SageView Advisory Group, LLC3,146$1.39M0.05%+513F-HRTimeline
Activest Wealth Management3,259$1.38M0.33%+613F-HRTimeline
Bluespring Wealth Management, LLC3,255$1.38M0.13%-3113F-HRTimeline
Alamar Capital Management, LLC3,246$1.38M0.75%-5013F-HRTimeline
Keebeck Wealth Management3,234$1.37M0.18%+1,11713F-HRTimeline
Berkeley Capital Partners, LLC3,230$1.37M0.35%+413F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,799$1.37M1.16%-36713F-HRTimeline
Portland Global Advisors LLC3,215$1.37M0.16%+1,96613F-HRTimeline
Rockbridge Investment Management, LCC3,214$1.36M0.15%+13113F-HRTimeline
Keystone Wealth Services, LLC3,209$1.36M0.33%-1,18413F-HRTimeline
Orgel Wealth Management, LLC3,200$1.36M0.03%-2113F-HRTimeline
Proactive Wealth Strategies LLC3,197$1.36M0.64%-12213F-HRTimeline
Riverview Capital Advisers, LLC3,196$1.36M0.39%-19013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,189$1.35M0.07%013F-HRTimeline
Kera Capital Partners, Inc.3,187$1.35M0.27%013F-HRTimeline
Diversified Enterprises, LLC3,185$1.35M0.1%+5913F-HRTimeline
Columbia Bank3,171$1.35M0.41%+1713F-HRTimeline
Carnegie Investment Counsel3,173$1.35M0.03%-12413F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,172$1.35M1.05%013F-HRTimeline
TD Waterhouse Canada Inc.3,202$1.35M0.01%-2,41013F-HRTimeline
Coastal Bridge Advisors, LLC3,168$1.35M0.11%-23313F-HRTimeline
Stegner Investment Associates Inc.3,165$1.34M0.82%-8513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,160$1.34M0.16%+67513F-HRTimeline
M. Kulyk & Associates, LLC3,144$1.33M0.29%013F-HRTimeline
Realta Investment Advisors3,140$1.33M0.53%-22513F-HRTimeline
Seneca Financial Advisors LLC3,139$1.33M0.51%+313F-HRTimeline
Baltimore-Washington Financial Advisors…3,136$1.33M0.06%-1413F-HRTimeline
Financial Partners Group, Inc3,131$1.33M0.18%+213F-HRTimeline
Westmount Partners, LLC3,129$1.33M0.36%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC3,122$1.33M1.33%013F-HRTimeline
Manhattan West Asset Management, LLC3,121$1.33M0.31%-10613F-HRTimeline
APPLETON PARTNERS INC/MA3,113$1.32M0.09%-2513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,127$1.32M0.02%+2,40013F-HRTimelineGroup
HHM Wealth Advisors, LLC3,105$1.32M0.16%013F-HRTimeline
Arista Wealth Management, LLC3,076$1.31M0.18%+26813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,075$1.31M0.05%+2,59313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,073$1.3M0.18%-7113F-HRTimeline
Farmers National Bank3,070$1.3M0.34%-7213F-HRTimeline
Ballew Advisors, Inc3,043$1.3M0.77%-3413F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,044$1.29M+67Timeline
WOODMONT INVESTMENT COUNSEL LLC3,043$1.29M0.09%-18213F-HRTimeline
Code Waechter LLC3,040$1.29M0.92%013F-HRTimeline
Wealthstar Advisors, LLC3,033$1.29M0.48%-24913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,032$1.29M0.28%+3013F-HRTimeline
Silicon Valley Capital Partners3,029$1.29M0.13%+313F-HRTimeline
Stanich Group LLC2,992$1.28M1.15%-2513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,020$1.28M0.11%+80213F-HRTimeline
Cordgrass Capital Advisors, LLC3,018$1.28M0.35%-75213F-HRTimeline
LS Investment Advisors, LLC3,016$1.28M0.19%013F-HRTimeline
Crumly & Associates Inc.3,005$1.28M0.31%new13F-HRTimeline
WestHill Financial Advisors, Inc.3,004$1.28M0.27%-913F-HRTimeline
HFG Advisors, Inc.3,001$1.27M1.01%013F-HRTimeline
Chicago Capital, LLC3,001$1.27M0.03%+21013F-HRTimeline
HBW ADVISORY SERVICES LLC2,989$1.27M0.16%+11413F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,988$1.27M0.16%013F-HRTimeline
Atala Financial Inc2,987$1.27M0.87%013F-HRTimeline
Fairvoy Private Wealth, LLC2,979$1.26M0.31%+3613F-HRTimeline
NWK Group, Inc.2,976$1.26M0.44%-60213F-HRTimeline
TAGStone Capital, Inc.2,813$1.25M0.52%+313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,937$1.25M0.27%013F-HRTimelineGroup
Tortoise Investment Management, LLC2,928$1.24M0.12%013F-HRTimeline
Destination Wealth Management2,916$1.24M0.04%-26813F-HRTimeline
Heartwood Wealth Advisors LLC2,916$1.24M0.13%-2713F-HRTimeline
Strategic Financial Services, Inc.2,915$1.24M0.07%-15513F-HRTimeline
Geneva Partners, LLC2,915$1.24M0.49%+1713F-HRTimeline
Clear Creek Financial Management, LLC2,910$1.24M0.12%-2,67913F-HRTimeline
Coastline Trust Co2,910$1.24M0.14%+27713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Maxele Advisors, LLC2,897$1.23M1.07%-2013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,896$1.23M0.08%+81113F-HRTimeline
NorthCrest Asset Manangement, LLC2,867$1.23M0.03%-4813F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,888$1.23M0.04%-56713F-HRTimeline
ANDERSON HOAGLAND & CO2,885$1.22M0.12%-37013F-HRTimeline
TFR Capital, LLC.2,885$1.22M0.44%+11413F-HR/ATimeline
Waterfront Wealth Inc.2,878$1.22M0.27%013F-HRTimeline
Addison Advisors LLC2,876$1.22M0.3%013F-HRTimeline
STEPH & CO2,861$1.21M0.39%+99113F-HRTimeline
Goldstein Advisors, LLC2,859$1.21M0.16%-4113F-HRTimeline
Interchange Capital Partners, LLC2,858$1.21M0.28%-413F-HR/ATimeline
Hurley Capital, LLC2,853$1.21M0.85%013F-HRTimeline
Nova R Wealth, Inc.2,848$1.21M0.56%-96213F-HRTimeline
David Wealth Management LLC2,839$1.21M0.9%013F-HRTimeline
Zhang Financial LLC2,835$1.2M0.06%-21913F-HRTimeline
Rollins Financial Advisors, LLC2,830$1.2M0.19%013F-HRTimeline
Golden State Wealth Management, LLC2,824$1.2M0.15%+8113F-HRTimeline
BAKER BOYER NATIONAL BANK2,810$1.19M0.41%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,806$1.19M0.85%-5413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,800$1.19M0.02%+2,78513F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL2,791$1.19M0.31%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,789$1.18M0.05%-11,20413F-HRTimelineGroup
Smith Salley Wealth Management2,788$1.18M0.07%-14413F-HRTimeline
Galvin, Gaustad & Stein, LLC2,787$1.18M0.1%-6013F-HRTimeline
First City Capital Management, Inc.2,779$1.18M0.68%013F-HRTimeline
Klingman & Associates, LLC2,772$1.18M0.06%+213F-HRTimeline
Per Stirling Capital Management, LLC.2,772$1.18M0.15%-2213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,753$1.17M0.25%-2313F-HRTimeline
High Falls Advisors, Inc2,752$1.17M0.26%+70213F-HRTimeline
Parkshore Wealth Management, Inc.2,739$1.16M0.57%-8513F-HRTimeline
Sprinkle Financial Consultants LLC2,734$1.16M0.71%+313F-HRTimeline
Flagship Private Wealth, LLC2,726$1.16M0.49%+2113F-HR/ATimeline
Tull Financial Group, Inc.2,723$1.16M0.53%+33013F-HRTimeline
Thrive Wealth Management, LLC2,719$1.15M0.19%+11013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,710$1.15M0.1%013F-HR/ATimeline
Insight Advisors, LLC/ PA2,705$1.15M0.19%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,695$1.14M0.03%-12213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,695$1.14M0.76%013F-HRTimeline
Ellevest, Inc.2,689$1.14M0.18%013F-HRTimeline
Washington Trust Bank2,677$1.14M0.1%+1,95713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Harbor Asset Planning, Inc.2,671$1.13M1.08%13F-HRTimeline
THEORY FINANCIAL LLC2,567$1.13M0.43%013F-HRTimeline
Wedmont Private Capital2,618$1.12M0.05%+1313F-HRTimeline
Retirement Planning Group, LLC2,643$1.12M0.05%+1,56913F-HRTimeline
Hemington Wealth Management2,641$1.12M0.16%-18713F-HRTimeline
SPINNAKER TRUST2,636$1.12M0.07%013F-HRTimeline
Sand Hill Global Advisors, LLC2,630$1.12M0.04%-24813F-HRTimeline
Bank of New Hampshire2,629$1.12M0.28%-55113F-HRTimeline
Park Edge Advisors, LLC2,628$1.12M0.29%-44513F-HRTimeline
First Bank & Trust2,623$1.11M0.2%-11513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,623$1.11M0.1%013F-HRTimeline
Naviter Wealth, LLC2,618$1.11M0.14%013F-HRTimeline
Ackerman Capital Advisors, LLC2,610$1.11M0.26%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,609$1.11M0.03%013F-HRTimelineGroup
Smithfield Trust Co2,594$1.1M0.05%-6913F-HRTimeline