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Disclosery

IWF ISHARES TR

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STOK (fund)

2,335 managers (2,358 13F filers) reported a position in IWF shares at 2025-09-30, 194,425,570 shares in all. 125 filers opened a position and 62 filers sold out during the quarter.

Managers
2,335
13F filers
2,358
New
125
Added
667
Reduced
883
Sold out
62
Shares held by filers
194,425,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Jacobi Capital Management LLC4,019$1.88M0.11%+113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC4,017$1.88M0.13%-4213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,010$1.88M0.13%-1,44213F-HRTimeline
Geneos Wealth Management Inc.4,000$1.87M0.05%+11913F-HRTimeline
Gallacher Capital Management LLC3,999$1.87M0.74%-113F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…3,982$1.87M0.47%-113F-HRTimeline
Intelligence Driven Advisers, LLC3,952$1.85M0.26%-17913F-HRTimeline
Wealthspire Retirement, LLC3,946$1.85M0.12%+4913F-HR/ATimeline
Brooklyn Investment Group4,360$1.84M0.25%+7713F-HR/ATimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,920$1.84M0.06%013F-HRTimeline
Peck Wealth Management, LLC3,915$1.83M1.75%13F-HRTimeline
17 CAPITAL PARTNERS, LLC3,911$1.83M1%+18713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,887$1.82M0.23%013F-HRTimelineGroup
Family Manage LLC3,867$1.81M0.25%+1,52813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3,859$1.81M0.49%-13013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,855$1.81M0.23%013F-HRTimeline
Advisory Resource Group3,844$1.8M0.32%+57113F-HRTimeline
Partners in Financial Planning3,841$1.8M0.31%+113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,833$1.8M0.2%-1013F-HRTimeline
SP Asset Management LLC3,828$1.79M0.14%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC3,803$1.78M1.27%+413F-HRTimeline
CFS Investment Advisory Services, LLC3,730$1.78M0.13%+113F-HRTimeline
Edgestream Partners, L.P.3,798$1.78M0.05%+1,54913F-HRTimeline
CWA Asset Management Group, LLC3,787$1.77M0.07%-14813F-HRTimeline
EWA, LLC3,775$1.77M0.49%-3013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC3,775$1.77M0.03%-1,98613F-HRTimelineGroup
BlueChip Wealth Advisors LLC3,752$1.76M0.75%-4813F-HRTimeline
Colony Family Offices, LLC3,745$1.75M0.45%-3,74513F-HRTimeline
Jupiter Wealth Management LLC3,735$1.75M0.83%013F-HRTimeline
Brio Consultants, LLC3,732$1.75M0.24%-14613F-HRTimeline
Private Wealth Asset Management, LLC3,723$1.74M0.21%-1613F-HRTimeline
Amplius Wealth Advisors, LLC3,718$1.74M0.15%-9,48413F-HRTimeline
SIMPLEX TRADING, LLC3,716$1.74M0.04%-1,04313F-HRTimeline
Fortis Capital Advisors, LLC3,692$1.73M0.27%-3213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,691$1.73M0.55%-2513F-HRTimeline
BHK Investment Advisors, LLC3,686$1.73M0.64%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,686$1.73M0.15%-21513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,682$1.72M0.52%-613F-HRTimeline
Forum Private Client Group LLC3,671$1.72M0.61%-2013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,636$1.72M0.28%-5013F-HRTimeline
ORG Partners LLC3,607$1.72M0.31%+1,50913F-HRTimeline
Selective Wealth Management, Inc.3,644$1.71M0.55%+1813F-HRTimeline
RENASANT BANK3,648$1.71M1.08%-44313F-HRTimeline
Laurel Wealth Advisors LLC3,645$1.71M0.24%-37013F-HRTimeline
4Thought Financial Group Inc.3,641$1.71M0.86%-18513F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,633$1.7M0.58%013F-HRTimeline
Asset Management Group, Inc.3,630$1.7M0.28%-2113F-HRTimeline
Zhang Financial LLC3,619$1.7M0.07%+78413F-HRTimeline
Rockwood Wealth Management, LLC3,610$1.69M0.14%-1213F-HRTimeline
Jaffetilchin Investment Partners, LLC3,609$1.69M0.1%+313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,601$1.69M0.16%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,600$1.69M<0.01%+1,90013F-HRTimeline
Archford Capital Strategies, LLC3,600$1.69M0.2%-1013F-HRTimeline
SFMG, LLC3,583$1.68M0.12%+2,22113F-HRTimeline
American Investment Services, Inc.3,578$1.68M0.4%-9513F-HRTimeline
AAF Wealth Management, LLC3,570$1.67M0.76%+113F-HRTimeline
Eldridge Investment Advisors, Inc.3,569$1.67M0.38%-8,31113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)3,560$1.67M0.02%-1013F-HRTimelineGroup
GREENWOOD GEARHART LLC3,553$1.66M0.1%-2213F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,550$1.66M0.03%-8113F-HRTimeline
RFP Financial Group LLC4,135$1.66M0.68%+62613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,522$1.65M0.07%+73313F-HRTimelineGroup
Harvest Investment Services, LLC3,520$1.65M0.33%+12113F-HRTimeline
TBH Global Asset Management, LLC3,519$1.65M0.32%new13F-HRTimeline
Pallas Capital Advisors LLC3,516$1.65M0.06%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,481$1.63M0.02%+1,44113F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC3,477$1.63M0.89%+5313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,472$1.63M0.62%-3113F-HRTimeline
REGIMEN WEALTH, LLC3,466$1.62M0.48%+313F-HRTimeline
Trivium Point Advisory, LLC3,448$1.62M0.16%+1013F-HRTimeline
Falcon Wealth Planning3,438$1.61M0.14%-13913F-HRTimeline
Thrive Wealth Management, LLC3,435$1.61M0.24%+71613F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,433$1.61M0.93%-1413F-HRTimeline
Riverpoint Wealth Management Holdings, …3,431$1.61M0.35%+213F-HRTimeline
Walkner Condon Financial Advisors LLC3,422$1.6M0.25%-6113F-HRTimeline
BALLAST ADVISORS LLC3,418$1.6M0.44%-10313F-HRTimeline
Sunbelt Securities, Inc.3,416$1.6M0.11%+1,14213F-HRTimeline
SageView Advisory Group, LLC3,410$1.6M0.06%+26413F-HRTimeline
Financial Perspectives, Inc3,390$1.59M0.44%+4713F-HRTimeline
Sharp Wealth Advisory, LLC3,379$1.58M0.86%-2513F-HRTimeline
WealthPLAN Partners, LLC3,379$1.58M0.24%-3113F-HRTimeline
Aspen Grove Capital, LLC3,375$1.58M0.27%+97513F-HRTimeline
Aspen Wealth Management LLC3,367$1.58M0.35%+313F-HRTimeline
Alamar Capital Management, LLC3,364$1.58M0.83%+11813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,360$1.57M0.56%-40813F-HRTimeline
Parisi Gray Wealth Management3,358$1.57M0.41%-1413F-HRTimeline
DAVIDSON TRUST CO3,356$1.57M0.65%-7513F-HRTimeline
UNITED BANK3,349$1.57M0.19%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.3,342$1.57M0.27%013F-HRTimeline
Berbice Capital Management LLC3,329$1.56M0.96%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,321$1.56M0.78%-17813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,320$1.56M0.12%013F-HRTimeline
Washington Trust Advisors, Inc.3,307$1.55M0.12%-2513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,304$1.55M0.28%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,301$1.55M0.03%-10413F-HRTimeline
BAILARD, INC.3,299$1.55M0.03%013F-HRTimeline
Bluespring Wealth Management, LLC3,295$1.54M0.13%+4013F-HRTimeline
Forefront Wealth Partners, LLC3,289$1.54M0.39%-1,98613F-HRTimeline
TD Waterhouse Canada Inc.3,268$1.54M0.01%+6613F-HRTimeline
APPLETON PARTNERS INC/MA3,273$1.53M0.1%+16013F-HRTimeline
CHAPIN DAVIS, INC.3,233$1.51M0.37%-3913F-HRTimeline
Portland Global Advisors LLC3,215$1.51M0.17%013F-HRTimeline
Keebeck Wealth Management3,215$1.51M0.18%-1913F-HRTimeline
Keystone Wealth Services, LLC3,207$1.5M0.33%-213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC3,197$1.5M0.92%-65513F-HRTimeline
Kera Capital Partners, Inc.3,187$1.49M0.22%013F-HRTimeline
Ellevest, Inc.3,179$1.49M0.21%+49013F-HRTimeline
PACIFIC FINANCIAL GROUP INC3,173$1.49M1.1%+113F-HRTimeline
Diversified Enterprises, LLC3,166$1.48M0.1%-1913F-HRTimeline
Proactive Wealth Strategies LLC3,165$1.48M0.64%-3213F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,160$1.48M0.17%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,148$1.47M0.25%+21113F-HRTimelineGroup
Gateway Wealth Partners, LLC3,143$1.47M0.2%+1,07713F-HRTimeline
Westmount Partners, LLC3,124$1.47M0.38%-513F-HRTimeline
Seneca Financial Advisors LLC3,142$1.47M0.48%+313F-HRTimeline
Riverview Capital Advisers, LLC3,134$1.47M0.42%-6213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,130$1.47M0.1%-19013F-HRTimeline
Farmers National Bank3,129$1.47M0.35%+5913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC3,122$1.46M1.37%013F-HRTimeline
Coastal Bridge Advisors, LLC3,121$1.46M0.11%-4713F-HRTimeline
Stegner Investment Associates Inc.3,118$1.46M0.8%-4713F-HRTimeline
Baltimore-Washington Financial Advisors…3,116$1.46M0.06%-2013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,127$1.46M0.02%013F-HRTimelineGroup
M. Kulyk & Associates, LLC3,115$1.46M0.3%-2913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,113$1.46M0.07%-7613F-HRTimeline
HHM Wealth Advisors, LLC3,105$1.45M0.17%013F-HRTimeline
Columbia Bank3,091$1.44M0.4%-8013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,080$1.44M0.17%+713F-HRTimeline
Arista Wealth Management, LLC3,076$1.44M0.18%013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,068$1.44M+24Timeline
Financial Partners Group, Inc3,064$1.44M0.18%-6713F-HRTimeline
Tortoise Investment Management, LLC3,043$1.43M0.13%+11513F-HRTimeline
Silicon Valley Capital Partners3,032$1.42M0.13%+313F-HRTimeline
NWK Group, Inc.3,022$1.42M0.48%+4613F-HRTimeline
Code Waechter LLC3,040$1.41M0.92%013F-HRTimeline
Cordgrass Capital Advisors, LLC3,018$1.41M0.35%013F-HRTimeline
Wealthstar Advisors, LLC3,016$1.41M0.56%-1713F-HRTimeline
LS Investment Advisors, LLC3,016$1.41M0.2%013F-HRTimeline
Ballew Advisors, Inc3,033$1.41M0.79%-1013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,004$1.41M0.09%-3913F-HRTimeline
HFG Advisors, Inc.3,001$1.41M1.04%013F-HRTimeline
Chicago Capital, LLC3,001$1.41M0.03%013F-HRTimeline
WestHill Financial Advisors, Inc.3,000$1.41M0.28%-413F-HRTimeline
Manhattan West Asset Management, LLC2,998$1.4M0.3%-12313F-HRTimeline
Stanich Group LLC2,992$1.4M0.86%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.2,988$1.4M0.17%013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,987$1.4M0.11%+20013F-HRTimeline
Fairvoy Private Wealth, LLC2,979$1.4M0.32%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,975$1.39M0.36%-37513F-HRTimeline
Atala Financial Inc2,975$1.39M0.87%-1213F-HRTimeline
Sustainable Growth Advisers, LP2,974$1.39M0.01%-14,28213F-HRTimeline
LM Advisors LLC2,969$1.39M0.2%+67513F-HRTimeline
Retirement Planning Group, LLC2,950$1.38M0.05%+30713F-HRTimeline
FIRST MANHATTAN CO. LLC.2,936$1.38M<0.01%+96513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,930$1.37M0.05%-14513F-HRTimeline
Addison Advisors LLC2,924$1.37M0.32%+4813F-HRTimeline
Heartwood Wealth Advisors LLC2,916$1.37M0.13%013F-HRTimeline
Coastline Trust Co2,914$1.36M0.15%+413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TFR Capital, LLC.2,895$1.36M0.45%+1013F-HRTimeline
Geneva Partners, LLC2,894$1.36M0.5%-2113F-HRTimeline
Maxele Advisors, LLC2,892$1.35M1.17%-513F-HRTimeline
Destination Wealth Management2,889$1.35M0.04%-2713F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,888$1.35M0.04%013F-HRTimeline
Berkeley Capital Partners, LLC2,880$1.35M0.32%-35013F-HRTimeline
NorthCrest Asset Manangement, LLC2,867$1.35M0.03%013F-HRTimeline
STEPH & CO2,861$1.34M0.41%013F-HRTimeline
Goldstein Advisors, LLC2,856$1.34M0.16%-313F-HRTimeline
Hurley Capital, LLC2,853$1.34M0.75%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,849$1.33M0.03%+15413F-HRTimeline
High Falls Advisors, Inc2,830$1.33M0.27%+7813F-HRTimeline
Rollins Financial Advisors, LLC2,830$1.33M0.2%013F-HRTimeline
Realta Investment Advisors2,823$1.32M0.44%-31713F-HRTimeline
Capital Investment Counsel, LLC2,821$1.32M0.19%+1,17813F-HRTimeline
Rockbridge Investment Management, LCC2,819$1.32M0.13%-39513F-HRTimeline
TAGStone Capital, Inc.2,815$1.32M0.52%+213F-HRTimeline
BAKER BOYER NATIONAL BANK2,810$1.32M0.44%013F-HRTimeline
ANDERSON HOAGLAND & CO2,809$1.32M0.12%-7613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,808$1.32M0.08%-8813F-HRTimeline
Interchange Capital Partners, LLC2,805$1.31M0.26%-5313F-HRTimeline
Pine Valley Investments Ltd Liability Co2,803$1.31M0.07%+1,11213F-HRTimeline
Crumly & Associates Inc.2,786$1.3M0.29%-21913F-HRTimeline
Smith Salley Wealth Management2,782$1.3M0.07%-613F-HRTimeline
First City Capital Management, Inc.2,779$1.3M0.7%013F-HRTimeline
Clear Creek Financial Management, LLC2,776$1.3M0.11%-13413F-HRTimeline
Nova R Wealth, Inc.2,770$1.3M0.55%-7813F-HRTimeline
Alteri Wealth LLC2,768$1.3M0.45%-54513F-HRTimeline
Golden State Wealth Management, LLC2,764$1.29M0.14%-6013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,761$1.29M1.03%-4513F-HRTimeline
Flagship Private Wealth, LLC2,747$1.29M0.52%+2113F-HRTimeline
INVESTED ADVISORS3,174$1.28M1.87%13F-HRTimeline
Sprinkle Financial Consultants LLC2,737$1.28M0.72%+313F-HRTimeline
Orgel Wealth Management, LLC2,728$1.28M0.03%-47213F-HRTimeline
Tull Financial Group, Inc.2,723$1.28M0.56%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,722$1.28M0.7%+2713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,713$1.27M0.04%+1,80013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,703$1.27M0.1%+8013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,699$1.26M0.1%-1113F-HRTimeline
Waterfront Wealth Inc.2,698$1.26M0.26%-18013F-HRTimeline
Hemington Wealth Management2,677$1.25M0.16%+3613F-HRTimeline
Harbor Asset Planning, Inc.2,673$1.25M1.12%+213F-HRTimeline