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Disclosery

IWF ISHARES TR

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STOK (fund)

2,509 managers (2,534 13F filers) reported a position in IWF shares at 2025-12-31, 200,369,611 shares in all. 108 filers opened a position and 76 filers sold out during the quarter.

Managers
2,509
13F filers
2,534
New
108
Added
752
Reduced
884
Sold out
76
Shares held by filers
200,369,611

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BEACON FINANCIAL GROUP4,415$2.09M0.21%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,408$2.09M0.83%-5,01813F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.4,379$2.07M0.17%013F-HRTimeline
HMS Capital Management, LLC4,371$2.07M0.86%013F-HRTimeline
Brown Financial Advisory4,367$2.07M1.04%-46313F-HRTimeline
Providence First Trust Co4,360$2.06M0.71%+2,48213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,352$2.06M0.11%-39013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,349$2.06M0.29%+4,15213F-HRTimeline
Advisors Capital Management, LLC4,343$2.06M0.02%-33613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,337$2.05M0.68%-1613F-HRTimeline
Sage Capital Management, LLC4,331$2.05M0.95%013F-HRTimeline
Cascade Wealth Advisors, Inc4,279$2.02M0.93%-81013F-HRTimeline
Gateway Wealth Partners, LLC4,266$2.02M0.22%+1,12313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,263$2.02M-816Timeline
Allodium Investment Consultants, LLC4,241$2.01M1.02%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,239$2.01M0.1%+22913F-HRTimeline
Independent Solutions Wealth Management…4,237$2.01M0.37%+1413F-HRTimeline
Clarkston Capital Partners, LLC4,234$2M0.05%013F-HRTimeline
Broadview Financial Management, LLC4,223$2M1.34%-6913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,206$1.99M0.22%013F-HRTimeline
Raab & Moskowitz Asset Management LLC4,197$1.99M0.43%-113F-HRTimeline
Beaird Harris Wealth Management, LLC4,197$1.99M0.14%+2,45713F-HRTimeline
Family Manage LLC4,178$1.98M0.25%+31113F-HRTimeline
1834 INVESTMENT ADVISORS CO4,170$1.97M0.25%-25913F-HRTimeline
Venturi Wealth Management, LLC4,165$1.97M0.09%-1613F-HRTimeline
S.A. Mason LLC4,144$1.96M0.78%013F-HRTimeline
PFG Investments, LLC4,137$1.96M0.09%+1413F-HRTimeline
Resonant Capital Advisors, LLC4,102$1.94M0.11%-28813F-HRTimeline
BURNS J W & CO INC/NY4,091$1.94M0.21%-3013F-HRTimeline
Zhang Financial LLC4,082$1.93M0.07%+46313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,078$1.93M0.13%-11013F-HR/ATimeline
NORRIS PERNE & FRENCH LLP/MI4,058$1.92M0.13%013F-HRTimeline
BSW Wealth Partners4,024$1.9M0.23%+513F-HRTimeline
Jacobi Capital Management LLC4,020$1.9M0.11%+113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,012$1.9M0.52%-3,17013F-HRTimeline
Ironwood Financial, llc3,971$1.9M0.32%-30613F-HRTimeline
Gallacher Capital Management LLC3,999$1.89M0.73%013F-HRTimeline
Cedarwood Wealth LLC4,005$1.89M2.1%13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,982$1.88M0.13%-3513F-HRTimeline
SkyView Investment Advisors, LLC3,974$1.88M0.24%-31213F-HRTimeline
October Effect Ltd3,960$1.87M2.06%-26413F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…3,982$1.87M0.47%013F-HRTimeline
Breachway Investments LLC3,943$1.87M1.97%13F-HRTimeline
SFMG, LLC3,940$1.86M0.13%+35713F-HRTimeline
Yanni & Associates Investment Advisors,…3,936$1.86M1.86%13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,928$1.86M0.06%-17613F-HRTimeline
Aspen Grove Capital, LLC3,927$1.86M0.32%+55213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,920$1.86M0.06%013F-HRTimeline
MWA Asset Management3,911$1.85M1.03%-18213F-HRTimeline
Vigil Wealth Management, LLC3,905$1.85M1.54%13F-HRTimeline
Jaffetilchin Investment Partners, LLC3,903$1.85M0.11%+29413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,901$1.85M<0.01%-15113F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC3,899$1.85M0.13%new13F-HR/ATimeline
CWA Asset Management Group, LLC3,896$1.84M0.07%+10913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,870$1.84M0.27%+1,93513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,887$1.84M0.24%013F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV3,855$1.82M0.23%013F-HRTimeline
Heritage Financial Services, LLC3,854$1.82M0.15%-24413F-HRTimeline
BHK Investment Advisors, LLC3,851$1.82M0.6%+16513F-HRTimeline
BOK Financial Private Wealth, Inc.3,850$1.82M0.11%-17013F-HRTimeline
Qube Research & Technologies Ltd3,835$1.82M<0.01%-3,40713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,833$1.81M0.2%013F-HRTimeline
SP Asset Management LLC3,829$1.81M0.14%+113F-HRTimeline
DECISION INVESTMENTS, INC3,805$1.8M1.97%13F-HRTimeline
Geneos Wealth Management Inc.3,789$1.79M0.04%-21113F-HRTimeline
Strategic Blueprint, LLC3,779$1.79M0.11%-70913F-HRTimeline
EWA, LLC3,779$1.79M0.44%+413F-HRTimeline
CASTLEARK MANAGEMENT LLC3,770$1.78M0.05%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.3,762$1.78M0.14%-2,15213F-HRTimeline
Capula Management Ltdin group Capula Management Ltd3,748$1.77M0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC3,746$1.77M0.24%-28013F-HRTimeline
HTG Investment Advisors, Inc.3,746$1.77M0.54%-36413F-HRTimeline
Wealthspire Retirement, LLC3,736$1.77M0.11%-21013F-HRTimeline
Keebeck Wealth Management3,714$1.76M0.2%+49913F-HRTimeline
Cloud Capital Management, LLC3,705$1.75M0.83%+3,48913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,691$1.75M0.52%013F-HRTimeline
BlueChip Wealth Advisors LLC3,677$1.74M0.73%-7513F-HRTimeline
WealthPLAN Partners, LLC3,675$1.74M0.26%+29613F-HRTimeline
Thrive Wealth Management, LLC3,674$1.74M0.26%+23913F-HRTimeline
Pallas Capital Advisors LLC3,663$1.73M0.06%+14713F-HRTimeline
Laurel Wealth Advisors LLC3,645$1.73M0.23%013F-HRTimeline
Financial Perspectives, Inc3,641$1.72M0.46%+25113F-HRTimeline
Harvest Investment Services, LLC3,638$1.72M0.32%+11813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,633$1.72M0.59%013F-HRTimeline
Fortis Capital Advisors, LLC3,633$1.72M0.25%-5913F-HRTimeline
True North Advisors, LLC3,607$1.71M0.22%-8,41813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,601$1.7M0.16%013F-HRTimeline
Archford Capital Strategies, LLC3,600$1.7M0.2%013F-HRTimeline
Forum Private Client Group LLC3,593$1.7M0.58%-7813F-HRTimeline
Intelligence Driven Advisers, LLC3,577$1.69M0.24%-37513F-HRTimeline
American Investment Services, Inc.3,573$1.69M0.39%-513F-HRTimeline
Edgestream Partners, L.P.3,573$1.69M0.05%-22513F-HRTimeline
RENASANT BANK3,562$1.69M1.14%-8613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,568$1.68M0.27%-6813F-HRTimeline
AAF Wealth Management, LLC3,553$1.68M0.71%-1713F-HRTimeline
Selective Wealth Management, Inc.3,565$1.68M0.52%-7913F-HRTimeline
Jupiter Wealth Management LLC3,735$1.68M0.75%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)3,530$1.67M0.02%-3013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC3,649$1.67M1.17%-15413F-HRTimeline
Bluespring Wealth Management, LLC3,521$1.67M0.14%+22613F-HRTimeline
Asset Management Group, Inc.3,505$1.66M0.27%-12513F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,502$1.66M0.03%-4813F-HRTimeline
Eldridge Investment Advisors, Inc.3,484$1.65M0.36%-8513F-HRTimeline
Cambridge Financial Group, LLC4,103$1.65M0.57%-41313F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,478$1.65M0.8%+113F-HRTimeline
Riverpoint Wealth Management Holdings, …3,472$1.64M0.35%+4113F-HRTimeline
Advisory Resource Group3,468$1.64M0.29%-37613F-HRTimeline
REGIMEN WEALTH, LLC3,466$1.64M0.48%013F-HRTimeline
Walkner Condon Financial Advisors LLC3,465$1.64M0.23%+4313F-HRTimeline
Snider Financial Group3,462$1.64M0.44%-3,15913F-HRTimeline
Amplius Wealth Advisors, LLC3,460$1.64M0.14%-25813F-HRTimeline
American Trust3,441$1.63M0.14%-7,73213F-HRTimeline
Trivium Point Advisory, LLC3,440$1.63M0.16%-813F-HRTimeline
PFG Advisors3,433$1.62M0.08%-1,66113F-HRTimeline
Brio Consultants, LLC3,429$1.62M0.21%-30313F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.3,417$1.62M0.19%+42913F-HRTimeline
TFR Capital, LLC.3,410$1.61M0.53%+51513F-HRTimeline
Advus Financial Partners, LLC3,404$1.61M0.58%+2,81113F-HR/ATimeline
Benchmark Financial Wealth Advisors, LLC3,403$1.61M0.46%-27913F-HRTimeline
Capital Investment Counsel, LLC3,393$1.61M0.22%+57213F-HRTimeline
Falcon Wealth Planning3,388$1.6M0.14%-5013F-HRTimeline
Peck Wealth Management, LLC3,385$1.6M1.52%-53013F-HRTimeline
Sharp Wealth Advisory, LLC3,379$1.6M0.8%013F-HRTimeline
BALLAST ADVISORS LLC3,378$1.6M0.44%-4013F-HRTimeline
Rockwood Wealth Management, LLC3,375$1.6M0.12%-23513F-HRTimeline
Aspen Wealth Management LLC3,359$1.59M0.33%-813F-HRTimeline
CBIZ Investment Advisory Services, LLC3,353$1.59M0.06%+1,19113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,352$1.59M0.09%+22213F-HRTimeline
UNITED BANK3,349$1.59M0.21%013F-HRTimeline
Parisi Gray Wealth Management3,340$1.58M0.36%-1813F-HRTimeline
BAYBAN3,330$1.58M1.39%13F-HRTimeline
Berbice Capital Management LLC3,329$1.58M0.95%013F-HRTimeline
Kovack Advisors, Inc.3,328$1.58M0.07%+1,90713F-HR/ATimeline
GOLDEN ROAD ADVISORS LLC3,323$1.57M0.9%-11013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,320$1.57M0.11%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,313$1.57M0.55%-4713F-HRTimeline
Partners in Financial Planning3,312$1.57M0.27%-52913F-HRTimeline
DAVIDSON TRUST CO3,309$1.57M0.65%-4713F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,304$1.56M0.24%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,301$1.56M0.03%013F-HRTimeline
Forefront Wealth Partners, LLC3,282$1.55M0.74%-713F-HRTimeline
APPLETON PARTNERS INC/MA3,278$1.55M0.1%+513F-HRTimeline
GREENWOOD GEARHART LLC3,271$1.55M0.09%-28213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.3,271$1.55M0.27%-7113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,254$1.54M0.57%-21813F-HRTimeline
SageView Advisory Group, LLC3,250$1.54M0.05%-16013F-HRTimeline
Private Wealth Asset Management, LLC3,225$1.53M0.17%-49813F-HRTimeline
HFG Advisors, Inc.3,216$1.52M1.1%+21513F-HRTimeline
Columbia Bank3,216$1.52M0.42%+12513F-HRTimeline
Rothschild Wealth LLC3,216$1.52M0.15%+2,47113F-HR/ATimeline
Portland Global Advisors LLC3,215$1.52M0.16%013F-HRTimeline
Keystone Wealth Services, LLC3,214$1.52M0.32%+713F-HRTimeline
Westmount Partners, LLC3,201$1.51M0.38%+7713F-HRTimeline
Ellevest, Inc.3,179$1.5M0.21%013F-HRTimeline
Diversified Enterprises, LLC3,170$1.5M0.09%+413F-HRTimeline
Baltimore-Washington Financial Advisors…3,158$1.49M0.06%+4213F-HRTimeline
Latitude Advisors, LLC3,156$1.49M0.66%-1,39613F-HRTimeline
HHM Wealth Advisors, LLC3,153$1.49M0.18%+4813F-HRTimeline
MASECO LLP3,153$1.49M0.06%new13F-HRTimeline
Riverview Capital Advisers, LLC3,151$1.49M0.45%+1713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,127$1.49M0.02%013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,150$1.49M0.25%+213F-HRTimelineGroup
Kera Capital Partners, Inc.3,187$1.48M0.18%013F-HRTimeline
FIRST MANHATTAN CO. LLC.3,136$1.48M<0.01%+20013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC3,122$1.48M1.38%013F-HRTimeline
Facet Wealth, Inc.3,115$1.47M0.03%+1,04113F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC3,148$1.47M0.69%-4913F-HRTimeline
Coastal Bridge Advisors, LLC3,113$1.47M0.11%-813F-HRTimeline
Proactive Wealth Strategies LLC3,113$1.47M0.58%-5213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,111$1.47M0.07%-213F-HRTimeline
M. Kulyk & Associates, LLC3,110$1.47M0.28%-513F-HRTimeline
CHAPIN DAVIS, INC.3,083$1.46M0.34%-15013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,082$1.46M0.17%+213F-HRTimeline
Farmers National Bank3,079$1.46M0.33%-5013F-HRTimeline
Arista Wealth Management, LLC3,076$1.46M0.18%013F-HRTimeline
BAILARD, INC.3,071$1.45M0.03%-22813F-HRTimeline
Csenge Advisory Group3,069$1.45M0.07%+68613F-HRTimeline
Carnegie Investment Counsel3,067$1.45M0.03%-1,48413F-HRTimeline
LS Investment Advisors, LLC3,051$1.44M0.2%+3513F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,050$1.44M-18Timeline
Ballew Advisors, Inc3,028$1.44M0.81%-513F-HRTimeline
Tortoise Investment Management, LLC3,043$1.44M0.13%013F-HRTimeline
SmartHarvest Portfolios, LLC3,042$1.44M0.5%13F-HRTimeline
Code Waechter LLC3,040$1.44M0.92%013F-HRTimeline
Ruggiero Investments, Inc.3,033$1.44M1.3%13F-HRTimeline
Chicago Capital, LLC3,028$1.43M0.04%+2713F-HRTimeline
Heritage Wealth Advisors3,027$1.43M0.05%new13F-HRTimeline
Silicon Valley Capital Partners3,016$1.43M0.13%-1613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,014$1.43M0.12%new13F-HRTimeline
Financial Partners Group, Inc3,061$1.43M0.16%-313F-HRTimeline
Sincerus Advisory, LLC3,012$1.43M1.15%+42713F-HRTimeline
Retirement Planning Group, LLC3,011$1.43M0.05%+6113F-HRTimeline
Cordgrass Capital Advisors, LLC3,005$1.42M0.34%-1313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,003$1.42M0.17%-15713F-HRTimeline
ASL Financial, LLC2,985$1.41M1.11%13F-HRTimeline
Manhattan West Asset Management, LLC2,982$1.41M0.29%-1613F-HRTimeline
Fairvoy Private Wealth, LLC2,979$1.41M0.32%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,975$1.41M0.34%013F-HRTimeline
Atala Financial Inc2,975$1.41M0.9%013F-HRTimeline
WestHill Financial Advisors, Inc.2,972$1.41M0.27%-2813F-HRTimeline