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Disclosery

IWF ISHARES TR

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STOK (fund)

2,423 managers (2,452 13F filers) reported a position in IWF shares at 2026-03-31, 202,629,974 shares in all. 85 filers opened a position and 152 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
152
Shares held by filers
202,629,974

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Private Wealth Asset Management, LLC4,076$1.74M0.19%+85113F-HRTimeline
Fortis Capital Advisors, LLC4,069$1.74M0.23%+43613F-HRTimeline
BURNS J W & CO INC/NY4,066$1.73M0.2%-2513F-HRTimeline
October Effect Ltd4,059$1.73M1.99%+9913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,050$1.73M0.12%-2813F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,036$1.72M0.03%new13F-HRTimeline
Cedarwood Wealth LLC4,033$1.72M1.74%+2813F-HRTimeline
BSW Wealth Partners4,024$1.72M0.21%013F-HRTimeline
Nikulski Financial, Inc.4,023$1.72M0.42%-1,34713F-HRTimeline
1834 INVESTMENT ADVISORS CO4,017$1.71M0.21%-15313F-HRTimeline
Selective Wealth Management, Inc.14,414$1.71M0.51%+10,84913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding3,995$1.7M-5,562Timeline
Gallacher Capital Management LLC3,990$1.7M0.65%-913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,987$1.7M0.47%-2513F-HRTimeline
SkyView Investment Advisors, LLC3,974$1.7M0.23%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,918$1.67M0.06%-1013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,915$1.67M0.1%+1213F-HRTimeline
Financial Perspectives, Inc3,915$1.67M0.47%+27413F-HRTimeline
Vigil Wealth Management, LLC3,905$1.67M1.35%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,887$1.66M0.23%013F-HRTimelineGroup
Ironwood Financial, llc3,879$1.65M0.29%-9213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,878$1.65M0.05%-4213F-HRTimeline
RPg Family Wealth Advisory, LLC3,875$1.65M0.34%-55013F-HRTimeline
Risk Paradigm Group, LLC3,868$1.65M1.41%-61213F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,859$1.65M0.08%-49313F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,855$1.64M0.21%013F-HRTimeline
Breachway Investments LLC3,821$1.64M1.58%-12213F-HRTimeline
CWA Asset Management Group, LLC3,852$1.64M0.06%-4413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,833$1.63M0.18%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,823$1.63M0.12%-2,70213F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,806$1.62M0.97%+32813F-HRTimeline
WealthPlan Investment Management, LLC3,805$1.62M0.09%new13F-HRTimeline
DECISION INVESTMENTS, INC3,805$1.62M1.85%013F-HRTimeline
BlueChip Wealth Advisors LLC3,799$1.62M0.71%+12213F-HRTimeline
Geneos Wealth Management Inc.3,776$1.61M0.04%-1313F-HRTimeline
EWA, LLC3,773$1.61M0.36%-613F-HRTimeline
CASTLEARK MANAGEMENT LLC3,770$1.61M0.05%013F-HRTimeline
Edgemoor Investment Advisors, Inc.3,762$1.6M0.13%013F-HRTimeline
BHK Investment Advisors, LLC3,761$1.6M0.54%-9013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC13,327$1.6M0.67%+10,17913F-HRTimeline
HTG Investment Advisors, Inc.3,746$1.6M0.46%013F-HRTimeline
Wealthspire Retirement, LLC3,734$1.59M0.1%-213F-HRTimeline
Manchester Capital Management LLC3,731$1.59M0.23%-1513F-HRTimeline
Family Manage LLC3,671$1.57M0.19%-50713F-HRTimeline
Rockwood Wealth Management, LLC3,667$1.56M0.11%+29213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,510$1.56M0.24%-5813F-HRTimeline
Ellevest, Inc.3,663$1.56M0.22%+48413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,653$1.56M0.49%-3813F-HRTimeline
Providence First Trust Co3,650$1.56M0.55%-71013F-HRTimeline
MWA Asset Management3,649$1.56M0.85%-26213F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC3,647$1.55M0.1%-25213F-HRTimeline
Columbia Bank3,645$1.55M0.44%+42913F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,633$1.55M0.54%013F-HRTimeline
Archford Capital Strategies, LLC3,627$1.55M0.18%+2713F-HRTimeline
Sincerus Advisory, LLC3,625$1.55M1.17%+61313F-HRTimeline
Thrive Wealth Management, LLC3,621$1.54M0.23%-5313F-HRTimeline
Capital Investment Counsel, LLC3,607$1.54M0.21%+21413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,601$1.54M0.15%013F-HRTimeline
Kovack Advisors, Inc.3,570$1.53M0.08%+24213F-HRTimeline
AAF Wealth Management, LLC3,553$1.52M0.62%013F-HRTimeline
Advisory Resource Group3,549$1.51M0.26%+8113F-HRTimeline
Aspen Grove Capital, LLC3,525$1.5M0.29%-40213F-HRTimeline
Forum Private Client Group LLC3,515$1.5M0.5%-7813F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)3,500$1.49M0.01%-3013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,496$1.49M0.54%+18313F-HRTimeline
Walkner Condon Financial Advisors LLC3,494$1.49M0.2%+2913F-HRTimeline
Riverpoint Wealth Management Holdings, …3,474$1.48M0.32%+213F-HRTimeline
TFR Capital, LLC.3,469$1.48M0.45%+5913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,466$1.48M0.1%-51613F-HRTimeline
Harvest Investment Services, LLC3,460$1.48M0.27%-17813F-HRTimeline
Amplius Wealth Advisors, LLC3,460$1.48M0.12%013F-HRTimeline
REGIMEN WEALTH, LLC3,456$1.47M0.43%-1013F-HRTimeline
Bluespring Wealth Management, LLC3,445$1.47M0.13%-7613F-HRTimeline
American Investment Services, Inc.3,436$1.47M0.33%-13713F-HRTimeline
Retirement Planning Group, LLC3,427$1.46M0.05%+41613F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,414$1.46M0.03%-8813F-HRTimeline
Beaird Harris Wealth Management, LLC3,413$1.46M0.1%-78413F-HRTimeline
PFG Advisors3,382$1.44M0.07%-5113F-HRTimeline
Aspen Wealth Management LLC3,362$1.43M0.29%+313F-HRTimeline
CBIZ Investment Advisory Services, LLC3,353$1.43M0.05%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,208$1.43M0.08%-14413F-HR/ATimeline
Keebeck Wealth Management3,348$1.43M0.16%-36613F-HRTimeline
Falcon Wealth Planning3,339$1.42M0.1%-4913F-HRTimeline
American Trust3,336$1.42M0.13%-10513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,331$1.42M0.39%-7213F-HRTimeline
BAYBAN3,330$1.42M1.23%013F-HRTimeline
St. Clair Advisors, LLC3,324$1.42M0.38%+59013F-HRTimeline
Jacobi Capital Management LLC3,323$1.42M0.08%-69713F-HRTimeline
Eldridge Investment Advisors, Inc.3,320$1.42M0.31%-16413F-HRTimeline
GOLDEN ROAD ADVISORS LLC3,315$1.41M0.81%-813F-HRTimeline
Partners in Financial Planning3,312$1.41M0.23%013F-HRTimeline
Forefront Wealth Partners, LLC3,311$1.41M0.59%+2913F-HRTimeline
Parisi Gray Wealth Management3,306$1.41M0.34%-3413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,304$1.41M0.22%013F-HRTimeline
BALLAST ADVISORS LLC3,301$1.41M0.41%-7713F-HR/ATimeline
Facet Wealth, Inc.3,280$1.4M0.02%+16513F-HRTimeline
MASECO LLP3,267$1.39M0.04%+11413F-HRTimeline
APPLETON PARTNERS INC/MA3,254$1.39M0.1%-2413F-HRTimeline
DAVIDSON TRUST CO3,254$1.39M0.6%-5513F-HRTimeline
Peck Wealth Management, LLC3,255$1.39M1.39%-13013F-HRTimeline
Advus Financial Partners, LLC3,252$1.39M0.53%-15213F-HR/ATimeline
GREATMARK INVESTMENT PARTNERS, INC.3,242$1.38M0.16%-17513F-HRTimeline
True North Advisors, LLC3,242$1.38M0.16%-36513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.3,242$1.38M0.23%-2913F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,233$1.38M0.04%-2,03113F-HR/ATimeline
Baltimore-Washington Financial Advisors…3,232$1.38M0.06%+7413F-HRTimeline
Diversified Enterprises, LLC3,224$1.37M0.08%+5413F-HRTimeline
Integrated Advisors Network LLC3,221$1.37M0.07%-7,82313F-HRTimeline
Kera Capital Partners, Inc.3,217$1.37M0.17%+3013F-HRTimeline
HFG Advisors, Inc.3,216$1.37M0.97%013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,210$1.37M0.06%+9913F-HRTimeline
Sharp Wealth Advisory, LLC3,190$1.36M0.67%-18913F-HRTimeline
Westmount Partners, LLC3,180$1.36M0.33%-2113F-HRTimeline
Rothschild Wealth LLC3,167$1.35M0.12%-4913F-HRTimeline
Ballew Advisors, Inc3,008$1.34M0.75%-2013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,138$1.34M0.16%+13513F-HRTimeline
Riverview Capital Advisers, LLC3,128$1.33M0.45%-2313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,122$1.33M0.49%-13213F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC3,122$1.33M1.24%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,118$1.33M0.21%-3213F-HRTimelineGroup
M. Kulyk & Associates, LLC3,110$1.33M0.25%013F-HRTimeline
BAILARD, INC.3,092$1.32M0.03%+2113F-HRTimeline
Coastal Bridge Advisors, LLC3,088$1.32M0.09%-2513F-HRTimeline
Asset Management Group, Inc.3,084$1.32M0.21%-42113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,084$1.32M0.2%+7013F-HRTimeline
Farmers National Bank3,084$1.32M0.29%+513F-HRTimeline
Portland Global Advisors LLC3,083$1.31M0.14%-13213F-HRTimeline
Wellington Grp LLC3,077$1.31M0.4%+15113F-HRTimeline
CHAPIN DAVIS, INC.3,078$1.31M0.29%-513F-HRTimeline
Arista Wealth Management, LLC3,076$1.31M0.16%013F-HRTimeline
Smith Salley Wealth Management3,075$1.31M0.07%-3,03613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/3,069$1.31M0.47%-1,33913F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,064$1.31M0.16%-1813F-HRTimeline
Financial Partners Group, Inc3,063$1.31M0.16%+213F-HRTimeline
Strategic Blueprint, LLC3,051$1.3M0.08%-72813F-HRTimeline
LS Investment Advisors, LLC3,051$1.3M0.19%013F-HRTimeline
Chicago Capital, LLC3,047$1.3M0.04%+1913F-HRTimeline
Cardinal Point Capital Management ULC3,046$1.3M0.08%+1,27413F-HRTimeline
Tortoise Investment Management, LLC3,043$1.3M0.11%013F-HRTimeline
Code Waechter LLC3,040$1.3M0.77%013F-HRTimeline
GREENWOOD GEARHART LLC3,039$1.3M0.07%-23213F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC3,032$1.29M0.03%+10013F-HRTimelineGroup
Heritage Wealth Advisors3,027$1.29M0.05%013F-HRTimeline
Addison Advisors LLC3,022$1.29M0.28%+23213F-HRTimeline
Silicon Valley Capital Partners3,018$1.29M0.13%+213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,127$1.28M0.02%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC3,005$1.28M0.3%013F-HRTimeline
Atala Financial Inc2,975$1.28M0.86%013F-HRTimeline
UNITED BANK2,976$1.27M0.16%-37313F-HRTimeline
BBR PARTNERS, LLC2,970$1.27M0.07%-8,21313F-HRTimeline
Orgel Wealth Management, LLC2,965$1.26M0.03%+10613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,959$1.26M0.55%+23713F-HRTimeline
Yanni & Associates Investment Advisors,…2,948$1.26M1.3%-98813F-HRTimeline
Heartwood Wealth Advisors LLC2,942$1.25M0.11%+2613F-HRTimeline
CFS Investment Advisory Services, LLC2,627$1.25M0.09%013F-HRTimeline
Kesler, Norman & Wride, LLC2,932$1.25M0.22%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,930$1.25M0.04%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,922$1.25M0.64%+25113F-HRTimeline
ASL Financial, LLC2,905$1.24M0.99%-8013F-HRTimeline
Ledyard National Bank2,902$1.24M0.11%+51913F-HRTimeline
Manhattan West Asset Management, LLC2,899$1.24M0.24%-8313F-HRTimeline
Destination Wealth Management2,895$1.23M0.03%+613F-HRTimeline
Rollins Financial Advisors, LLC2,890$1.23M0.19%013F-HRTimeline
Realta Investment Advisors2,883$1.23M0.43%-7413F-HRTimeline
Armstrong, Fleming & Moore, Inc2,874$1.23M0.52%+71913F-HRTimeline
LongView Wealth Management2,655$1.22M0.31%+28913F-HRTimeline
Wealthstar Advisors, LLC2,868$1.22M0.73%-9913F-HRTimeline
Daybright Advisory Services, Inc.2,865$1.22M0.34%-6813F-HRTimeline
Private Advisory Group LLC2,864$1.22M0.08%new13F-HRTimeline
Alteri Wealth LLC2,861$1.22M0.4%+2913F-HRTimeline
STEPH & CO2,861$1.22M0.35%013F-HRTimeline
SmartHarvest Portfolios, LLC2,855$1.22M0.51%-18713F-HRTimeline
Hurley Capital, LLC2,853$1.22M0.65%013F-HRTimeline
Wedmont Private Capital2,743$1.22M0.04%-3313F-HRTimeline
Stanich Group LLC2,845$1.21M0.92%-4613F-HRTimeline
WestHill Financial Advisors, Inc.2,830$1.21M0.23%-14213F-HRTimeline
Pine Valley Investments Ltd Liability Co2,830$1.21M0.06%-813F-HRTimeline
Rockbridge Investment Management, LCC2,819$1.2M0.11%013F-HRTimeline
TAGStone Capital, Inc.2,816$1.2M0.42%-213F-HRTimeline
BAKER BOYER NATIONAL BANK2,810$1.2M0.36%013F-HRTimeline
Black Diamond Financial, LLC2,808$1.2M0.13%-3213F-HRTimeline
GLR Partners, LLC2,799$1.19M0.65%13F-HRTimeline
BCI SECURITIES, INC.2,797$1.19M11.75%013F-HRTimeline
Argos Wealth Advisors, LLC2,787$1.19M0.34%+1,02613F-HRTimeline
Flagship Private Wealth, LLC2,757$1.18M0.48%+813F-HRTimeline
R.H. Investment Group, LLC2,648$1.17M0.91%new13F-HRTimeline
ANDERSON HOAGLAND & CO2,751$1.17M0.1%-4013F-HRTimeline
One Day In July LLC2,737$1.17M0.09%+19813F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding2,714$1.16M+1,467Timeline
Berkeley Capital Partners, LLC2,727$1.16M0.27%013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,726$1.16M0.09%-2513F-HRTimeline
SageView Advisory Group, LLC2,726$1.16M0.04%-52413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,723$1.16M0.06%-22713F-HRTimeline
Tull Financial Group, Inc.2,723$1.16M0.52%013F-HRTimeline
Seneca Financial Advisors LLC2,722$1.16M0.34%+213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,718$1.16M0.06%-1,34013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,713$1.16M0.04%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,713$1.16M0.56%-11113F-HRTimeline
Harbor Asset Planning, Inc.2,710$1.16M0.97%+413F-HRTimeline
Fairvoy Private Wealth, LLC2,704$1.15M0.28%-27513F-HRTimeline