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Disclosery

IWF ISHARES TR

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STOK (fund)

2,290 managers (2,311 13F filers) reported a position in IWF shares at 2024-12-31, 200,497,366 shares in all. 135 filers opened a position and 61 filers sold out during the quarter.

Managers
2,290
13F filers
2,311
New
135
Added
684
Reduced
771
Sold out
61
Shares held by filers
200,497,366

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Signature Wealth Management Partners, L…2,583$1.04M0.71%+3813F-HRTimeline
TFC Financial Management, Inc.2,578$1.04M0.16%+113F-HRTimeline
Orgel Wealth Management, LLC2,577$1.03M0.03%+8713F-HRTimeline
Fortis Group Advisors, LLC2,577$1.03M0.19%013F-HRTimeline
Geneos Wealth Management Inc.2,576$1.03M0.04%+113F-HRTimeline
EVERETT HARRIS & CO /CA/2,573$1.03M0.01%013F-HRTimeline
THEORY FINANCIAL LLC2,567$1.03M0.43%+21913F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,564$1.03M0.03%-2713F-HRTimeline
Tennessee Valley Asset Management Partn…2,557$1.03M0.17%+2113F-HRTimeline
Peak Planning Group, LLC2,556$1.03M0.43%-713F-HRTimeline
Resonant Capital Advisors, LLC2,554$1.03M0.07%-8313F-HRTimeline
Goldstone Financial Group, LLC2,550$1.02M0.16%+13013F-HRTimeline
ATWOOD & PALMER INC2,550$1.02M0.07%+21613F-HRTimeline
FIRST MERCHANTS CORP2,529$1.02M0.04%-7013F-HRTimeline
Kendall Capital Management2,525$1.01M0.3%-15513F-HRTimeline
BAILARD, INC.2,524$1.01M0.03%+1513F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,520$1.01M0.42%013F-HRTimeline
Hudson Capital Management LLC2,515$1.01M0.31%+89113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…2,510$1.01M0.43%13F-HRTimeline
MA Private Wealth2,485$998K0.19%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,484$998K<0.01%+1,70213F-HRTimelineGroup
BANK OF HAWAII2,476$994K0.06%013F-HRTimeline
Kingstone Capital Partners Texas, LLC2,474$993K0.81%13F-HRTimeline
UNION SAVINGS BANK2,472$993K0.49%+4813F-HRTimeline
Wealth Architects, LLC2,468$991K0.11%-13813F-HRTimeline
Capital Investment Advisory Services, L…2,465$990K0.1%+17913F-HRTimeline
FIRST FINANCIAL CORP /IN/2,464$989K0.46%013F-HRTimeline
Trek Financial, LLC2,457$987K0.07%+1,56313F-HRTimeline
Aventura Private Wealth, LLC2,444$981K0.53%13F-HRTimeline
Flagship Private Wealth, LLC2,433$977K0.47%+57613F-HRTimeline
CWA Asset Management Group, LLC2,430$976K0.05%-2413F-HRTimeline
Columbia Bank2,467$975K0.34%+35013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,423$973K0.27%013F-HRTimelineGroup
Compton Wealth Advisory Group, LLC2,416$970K0.25%013F-HRTimeline
Family Manage LLC2,415$970K0.16%013F-HRTimeline
Axis Wealth Partners, LLC2,414$969K0.82%13F-HRTimeline
Navis Wealth Advisors, LLC2,411$968K1.06%+41113F-HRTimeline
WNY Asset Management, LLC2,405$966K0.12%013F-HRTimeline
Sincerus Advisory, LLC2,404$965K1.04%13F-HRTimeline
Strategic Blueprint, LLC2,403$965K0.06%+11813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,400$964K<0.01%013F-HRTimelineGroup
MEMBERS WEALTH LLC2,346$963K0.72%13F-HRTimeline
Capital Advantage, Inc.2,395$962K0.18%new13F-HRTimeline
Tull Financial Group, Inc.2,393$961K0.58%013F-HRTimeline
Castleview Partners, LLC2,394$959K0.52%-13613F-HR/ATimeline
FIRST MANHATTAN CO. LLC.2,384$957K<0.01%+1813F-HRTimeline
SFG Wealth Management, LLC.2,383$957K0.5%-16213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,382$957K0.01%-8113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC2,380$956K0.22%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,380$956K0.12%-20913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,378$955K0.25%13F-HRTimeline
Magnolia Private Wealth, LLC2,373$953K0.85%13F-HRTimeline
WORLD EQUITY GROUP, INC.2,372$953K0.2%+1,13613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,363$949K0.04%+4113F-HRTimelineGroup
Gotham Asset Management, LLC2,357$947K0.01%013F-HRTimeline
Fortis Capital Advisors, LLC2,584$944K0.32%+1013F-HRTimeline
Beacon Capital Management, LLC2,347$942K0.12%+313F-HRTimeline
PBMares Wealth Management LLC2,342$941K0.19%013F-HRTimeline
Verus Financial Partners, Inc.2,362$940K0.11%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,324$933K0.19%-15613F-HRTimeline
Stockman Wealth Management, Inc.2,321$932K0.15%013F-HRTimeline
Ellevest, Inc.2,321$932K0.05%-89913F-HRTimeline
Falcon Wealth Planning2,311$928K0.1%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,308$927K0.7%013F-HRTimeline
Ledyard National Bank2,302$924K0.09%+4613F-HRTimeline
Prosperity Planning, Inc.2,301$924K0.3%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC2,300$924K0.02%new13F-HRTimelineGroup
Sunbelt Securities, Inc.2,274$922K0.08%-31013F-HRTimeline
J. W. Coons Advisors, LLC2,292$920K0.24%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,288$919K0.34%-12813F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,284$917K0.66%+113F-HRTimeline
Hamilton Point Investment Advisors, LLC2,278$915K0.17%013F-HRTimeline
Larson Financial Group LLC2,272$912K0.05%+6813F-HRTimeline
Qube Research & Technologies Ltd2,269$911K<0.01%+1,48213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,268$911K0.07%+713F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…2,263$909K0.21%-12213F-HRTimeline
Full Sail Capital, LLC2,261$908K0.06%-213F-HRTimeline
CAMDEN NATIONAL BANK2,253$905K0.14%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INSIGNEO ADVISORY SERVICES, LLC2,252$904K0.09%+14513F-HRTimeline
TWO SIGMA SECURITIES, LLC2,249$903K0.16%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,249$903K0.31%013F-HRTimeline
Oak Wealth Advisors LLC2,244$901K0.69%13F-HRTimeline
Integrity Wealth Solutions LLC2,242$900K0.5%+313F-HRTimeline
Strategies Wealth Advisors, LLC2,178$898K0.11%-16513F-HRTimeline
LITTLE HOUSE CAPITAL LLC2,230$896K0.26%-2513F-HRTimeline
Sightline Wealth Advisors, LLC2,226$894K0.48%+313F-HRTimeline
Fortitude Financial, LLC2,220$892K0.5%13F-HRTimeline
Lee Financial Co2,219$891K0.13%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,219$891K0.15%013F-HRTimeline
Campbell Wealth Management2,215$889K0.08%+88613F-HRTimeline
Weaver Consulting Group2,207$886K0.27%013F-HRTimeline
Private Wealth Advisors, LLC2,202$884K0.39%013F-HRTimeline
Anson Capital, Inc.2,200$883K0.77%013F-HRTimeline
Bordeaux Wealth Advisors LLC2,197$882K0.14%013F-HR/ATimeline
YANKCOM Partnership2,188$878K0.47%13F-HRTimeline
Harfst & Associates, Inc.2,181$876K0.18%-2513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,177$874K<0.01%+9413F-HRTimelineGroup
CAPITAL ADVISORS INC/OK2,174$873K0.02%013F-HRTimeline
Klingman & Associates, LLC2,167$870K0.05%+19513F-HRTimeline
GEM Asset Management, LLC2,167$870K0.49%013F-HRTimeline
Maia Wealth LLC2,149$867K0.19%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,147$867K0.13%-113F-HRTimeline
BURNEY CO/2,154$865K0.03%013F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…2,134$865K<0.01%new13F-HRTimelineGroup
Enterprise Bank & Trust Co2,144$861K0.28%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,142$860K0.18%new13F-HRTimeline
Sovereign Financial Group, Inc.2,138$859K0.2%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,134$857K0.05%013F-HRTimeline
Operose Advisors LLC2,130$856K0.29%+1,02713F-HRTimeline
KilterHowling LLC2,083$855K0.49%+213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,126$854K0.07%013F-HRTimelineGroup
Everstar Asset Management, LLC2,116$850K0.6%+1,53113F-HRTimeline
Northwest Financial Advisors2,107$846K0.7%+1,30413F-HRTimeline
Symphony Financial, Ltd. Co.2,065$846K0.13%-68813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,106$846K0.32%013F-HRTimeline
Principle Wealth Partners LLC2,094$841K0.06%+2413F-HRTimeline
Riggs Capital Management LLC2,081$836K0.82%13F-HRTimeline
WEST PACES ADVISORS INC.2,072$832K0.2%+11713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,066$830K0.18%+3513F-HRTimeline
YHB Investment Advisors, Inc.2,055$825K0.07%+7213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,051$824K0.06%+2313F-HRTimeline
CFO4Life Group, LLC2,047$822K0.14%+3913F-HRTimeline
Forthright Family Wealth Advisory LLC2,046$822K0.53%013F-HRTimeline
BIP Wealth, LLC2,045$821K0.05%+713F-HRTimeline
Ring Mountain Capital, LLC2,041$820K0.55%13F-HRTimeline
Insight Wealth Strategies, LLC2,037$818K0.11%-3813F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.2,036$818K0.55%013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,016$817K0.06%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,033$816K0.39%+113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,033$816K0.09%+23813F-HRTimeline
Kaydan Wealth Management, Inc.2,033$816K0.27%-1913F-HRTimeline
Bristlecone Advisors, LLC2,029$815K0.06%-18013F-HRTimeline
LMCG INVESTMENTS, LLC2,028$814K0.05%-2213F-HRTimeline
Schechter Investment Advisors, LLC2,025$813K0.06%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,023$812K0.2%013F-HRTimeline
Mayflower Financial Advisors, LLC2,019$811K0.12%+79013F-HRTimeline
TRUE Private Wealth Advisors2,015$809K0.1%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,015$809K0.1%+29613F-HRTimeline
William Howard & Co Financial Advisors …2,014$809K0.73%+213F-HRTimeline
McIlrath & Eck, LLC2,013$808K0.1%-17813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD2,144$805K0.05%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV1,971$804K0.79%+30513F-HRTimeline
SAGE RHINO CAPITAL LLC2,000$803K0.18%013F-HRTimeline
SpringVest Wealth Management LLC1,992$800K0.69%13F-HRTimeline
Mascagni Wealth Management, Inc.2,213$799K0.8%13F-HR/ATimeline
Allred Capital Management, LLC1,981$796K0.31%013F-HRTimeline
Cassia Capital Partners, LLC1,980$795K0.51%+75113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,979$795K0.08%+6913F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,977$794K0.65%+213F-HRTimeline
Anchor Investment Management, LLC1,977$794K0.07%013F-HRTimeline
Coastal Bridge Advisors, LLC1,975$793K0.2%013F-HRTimeline
Von Berge Wealth Management Group, LLC1,930$793K0.48%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,969$791K0.08%013F-HRTimeline
EnRich Financial Partners LLC1,968$790K0.26%013F-HRTimeline
Advisory Alpha, LLC1,966$790K0.03%+1,10113F-HRTimeline
Baring Financial LLC1,966$789K0.7%13F-HRTimeline
Stonehearth Capital Management, LLC1,964$789K0.32%+2813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,961$787K0.31%+1,14213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,956$786K0.07%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,954$785K0.25%+5213F-HRTimeline
WEALTHGARDEN F.S. LLC1,950$783K0.73%013F-HRTimeline
Gray Private Wealth, LLC1,948$782K0.47%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,947$782K0.05%-16313F-HRTimelineGroup
Northwest Capital Management Inc1,940$779K0.33%013F-HRTimeline
Strategic Financial Concepts, LLC1,939$779K0.15%+45713F-HR/ATimeline
Single Point Partners, LLC1,937$778K0.18%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,935$777K0.32%013F-HRTimeline
Nabity-Jensen Investment Management Inc1,931$775K0.59%013F-HRTimeline
Gibson Capital, LLC1,930$775K0.16%013F-HRTimeline
LAM GROUP, INC.1,925$773K0.55%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,923$772K0.19%-813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,915$769K0.07%013F-HRTimeline
PATTEN & PATTEN INC/TN1,911$767K0.05%013F-HRTimeline
Bremer Bank National Association1,909$767K0.15%-11113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,899$763K0.3%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,896$762K0.41%+813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,896$761K0.03%+11113F-HRTimelineGroup
Retireful, LLC1,895$761K0.43%-16413F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,891$759K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC1,888$758K0.07%-13213F-HRTimeline
Jacobsen Capital Management1,886$757K0.32%013F-HRTimeline
Monterey Private Wealth, Inc.1,877$754K0.25%-1613F-HRTimeline
Providence First Trust Co1,875$753K0.28%+113F-HRTimeline
STEPH & CO1,870$751K0.25%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,869$751K0.21%new13F-HRTimeline
HANOVER ADVISORS INC1,869$751K0.31%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,869$751K0.37%13F-HRTimeline
SACHEM HILL LLC1,869$750K0.16%-14613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,863$748K0.27%013F-HRTimeline
waypoint wealth counsel1,861$747K0.49%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,856$745K0.07%013F-HRTimeline
Telos Capital Management, Inc.1,855$745K0.08%013F-HRTimeline
S.E.E.D. Planning Group LLC1,854$745K0.25%-313F-HRTimeline
BROGAN FINANCIAL, INC.1,853$744K0.36%+213F-HRTimeline
Ariadne Wealth Management, LP1,805$744K0.34%-9313F-HRTimeline
Alpha Cubed Investments, LLC1,847$742K0.03%+3913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,847$742K0.19%new13F-HR/ATimeline
Blue Chip Partners, LLC1,846$741K0.06%+713F-HRTimeline
Persium Advisors, LLC1,846$741K0.73%13F-HRTimeline
Curran Financial Partners, LLC1,846$741K0.19%013F-HRTimeline