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Disclosery

IWF ISHARES TR

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STOK (fund)

2,202 managers (2,222 13F filers) reported a position in IWF shares at 2025-03-31, 202,646,058 shares in all. 89 filers opened a position and 153 filers sold out during the quarter.

Managers
2,202
13F filers
2,222
New
89
Added
628
Reduced
929
Sold out
153
Shares held by filers
202,646,058

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fortis Group Advisors, LLC2,577$931K0.18%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,573$929K0.03%-40113F-HRTimeline
EVERETT HARRIS & CO /CA/2,573$929K0.01%013F-HRTimeline
LRI Investments, LLC2,571$929K0.09%+1,37213F-HRTimeline
Tennessee Valley Asset Management Partn…2,570$928K0.15%+1313F-HRTimeline
THEORY FINANCIAL LLC2,567$927K0.39%013F-HRTimeline
Estate Counselors, LLC2,561$925K0.1%-42513F-HRTimeline
Resonant Capital Advisors, LLC2,558$924K0.06%+413F-HRTimeline
Peak Planning Group, LLC2,541$918K0.39%-1513F-HRTimeline
Strategic Blueprint, LLC2,537$916K0.05%+13413F-HRTimeline
Kelman-Lazarov, Inc.2,532$914K0.17%+1,91313F-HRTimeline
Wedmont Private Capital2,605$912K0.05%-2313F-HRTimeline
POWER WEALTH MANAGEMENT LLC2,520$910K0.37%013F-HRTimeline
Pandora Wealth, Inc.2,515$908K0.6%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…2,510$906K0.38%013F-HRTimeline
Edgestream Partners, L.P.2,504$904K0.03%+1,26313F-HRTimeline
Topsail Wealth Management, LLC2,486$898K0.18%+2,15013F-HRTimeline
MA Private Wealth2,485$897K0.17%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,485$897K0.11%-1,57313F-HRTimeline
BANK OF HAWAII2,476$894K0.05%013F-HRTimeline
TFC Financial Management, Inc.2,475$894K0.14%-10313F-HRTimeline
UNION SAVINGS BANK2,472$893K0.44%013F-HRTimeline
Kingstone Capital Partners Texas, LLC2,471$892K0.72%-313F-HRTimeline
Signature Wealth Management Partners, L…2,464$890K0.58%-11913F-HRTimeline
GPS Wealth Strategies Group, LLC2,452$885K0.12%+7213F-HRTimeline
Aventura Private Wealth, LLC2,444$883K0.46%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,440$881K0.01%013F-HRTimelineGroup
Axis Wealth Partners, LLC2,416$872K0.64%+213F-HRTimeline
Family Manage LLC2,415$872K0.14%013F-HRTimeline
Fortitude Financial, LLC2,404$868K0.83%+18413F-HRTimeline
Sincerus Advisory, LLC2,401$867K0.91%-313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,400$867K<0.01%013F-HRTimelineGroup
WNY Asset Management, LLC2,393$864K0.1%-1213F-HRTimeline
Tull Financial Group, Inc.2,393$864K0.5%013F-HRTimeline
CHILTON INVESTMENT CO INC.2,392$864K0.02%-36713F-HRTimeline
Castleview Partners, LLC2,381$860K0.58%-1313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC2,380$859K0.19%013F-HRTimeline
Magnolia Private Wealth, LLC2,373$857K0.73%013F-HRTimeline
Single Point Partners, LLC2,372$856K0.2%+43513F-HRTimeline
FIRST MERCHANTS CORP2,370$856K0.03%-15913F-HRTimeline
SFG Wealth Management, LLC.2,360$852K0.42%-2313F-HRTimeline
Roberts Financial Services LLC2,355$850K0.17%-60513F-HRTimeline
Beacon Capital Management, LLC2,349$848K0.11%+213F-HRTimeline
Compton Wealth Advisory Group, LLC2,347$847K0.24%-6913F-HRTimeline
PBMares Wealth Management LLC2,342$846K0.17%013F-HRTimeline
Wealth Architects, LLC2,329$841K0.09%-13913F-HR/ATimeline
TruNorth Capital Management, LLC2,327$840K0.21%+1,97813F-HRTimeline
FIRST FINANCIAL CORP /IN/2,324$839K0.41%-14013F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,308$833K0.53%013F-HRTimeline
Verus Financial Partners, Inc.2,362$832K0.09%013F-HRTimeline
Prosperity Planning, Inc.2,301$831K0.26%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,300$830K0.16%-7813F-HRTimeline
LM Advisors LLC2,294$828K0.15%+46313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,291$827K0.33%+313F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,286$825K0.67%+213F-HRTimeline
Hamilton Point Investment Advisors, LLC2,278$823K0.15%013F-HRTimeline
Evensky & Katz LLC2,260$816K0.05%-53313F-HRTimeline
Ledyard National Bank2,256$815K0.08%-4613F-HRTimeline
WEST PACES ADVISORS INC.2,254$814K0.19%+18213F-HRTimeline
Full Sail Capital, LLC2,253$814K0.05%-813F-HRTimeline
CWA Asset Management Group, LLC2,250$813K0.04%-18013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,249$812K0.46%013F-HRTimeline
Integrity Wealth Solutions LLC2,244$810K0.44%+213F-HRTimeline
NORDEN GROUP LLC2,244$810K0.09%+48713F-HRTimeline
Kaydan Wealth Management, Inc.2,232$806K0.26%+19913F-HRTimeline
Oak Wealth Advisors LLC2,224$803K0.59%-2013F-HRTimeline
Capital Wealth Alliance, LLC2,223$803K0.48%-1,86813F-HRTimeline
Lee Financial Co2,219$801K0.12%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,219$801K0.13%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,218$801K0.06%-6,35813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,218$801K0.08%-3413F-HRTimeline
Sightline Wealth Advisors, LLC2,216$800K0.42%-1013F-HRTimeline
Mascagni Wealth Management, Inc.2,213$799K0.8%013F-HR/ATimeline
Larson Financial Group LLC2,210$798K0.04%-6213F-HRTimeline
Weaver Consulting Group2,207$797K0.24%013F-HRTimeline
Gateway Wealth Partners, LLC2,205$796K0.18%-68113F-HRTimeline
Private Wealth Advisors, LLC2,202$795K0.33%013F-HRTimeline
Anson Capital, Inc.2,200$794K0.68%013F-HRTimeline
Nicholas Hoffman & Company, LLC.2,198$794K0.03%+40013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Bordeaux Wealth Advisors LLC2,197$793K0.15%013F-HRTimeline
Schechter Investment Advisors, LLC2,194$792K0.07%+16913F-HRTimeline
Kendall Capital Management2,190$791K0.23%-33513F-HRTimeline
YANKCOM Partnership2,187$790K0.43%-113F-HRTimeline
Parker Financial LLC2,185$789K0.38%-43413F-HRTimeline
GEM Asset Management, LLC2,167$788K0.44%013F-HRTimeline
Harfst & Associates, Inc.2,181$788K0.18%013F-HRTimeline
Greenland Capital Management LP2,181$788K0.14%new13F-HRTimeline
PUREfi Wealth, LLC2,181$788K0.79%+1,19113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,230$785K0.17%-3313F-HRTimeline
ATWOOD & PALMER INC2,175$785K0.05%-37513F-HRTimeline
CAPITAL ADVISORS INC/OK2,174$785K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,173$785K<0.01%+44713F-HRTimelineGroup
Stockman Wealth Management, Inc.2,171$784K0.12%-15013F-HRTimeline
KilterHowling LLC2,085$783K0.51%+213F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,164$781K0.16%+51513F-HRTimeline
BURNEY CO/2,154$778K0.03%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,147$775K0.12%013F-HRTimeline
MEMBERS WEALTH LLC2,144$774K0.58%-20213F-HRTimeline
J. W. Coons Advisors, LLC2,142$774K0.2%-15013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,131$769K0.04%-313F-HRTimeline
Operose Advisors LLC2,131$769K0.25%+113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…2,126$768K0.07%013F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV2,107$767K0.74%+13613F-HRTimeline
Keebeck Wealth Management2,117$764K0.11%+50213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,116$764K0.22%-30713F-HRTimelineGroup
Towne Trust Company, N.A2,112$763K0.27%+51013F-HRTimeline
Gitterman Wealth Management, LLC2,111$762K0.2%+37913F-HRTimeline
Capital Investment Advisory Services, L…2,094$756K0.07%-37113F-HRTimeline
Principle Wealth Partners LLC2,094$756K0.05%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,085$753K0.06%-52813F-HRTimeline
SpringVest Wealth Management LLC2,070$747K0.62%+7813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,066$746K0.17%013F-HRTimeline
Sovereign Financial Group, Inc.2,066$746K0.17%-7213F-HRTimeline
Northwest Financial Advisors2,061$744K0.62%-4613F-HRTimeline
High Falls Advisors, Inc2,050$740K0.17%+65213F-HRTimeline
Enterprise Bank & Trust Co2,047$739K0.29%-9713F-HRTimeline
Forthright Family Wealth Advisory LLC2,046$739K0.49%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,038$736K0.06%-1313F-HRTimeline
Insight Wealth Strategies, LLC2,038$736K0.1%+113F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.2,036$735K0.53%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,036$735K0.03%-59013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,035$735K0.35%+213F-HRTimeline
Mayflower Financial Advisors, LLC2,032$734K0.11%+1313F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,034$732K0.33%-73613F-HRTimeline
Ring Mountain Capital, LLC2,017$728K0.55%-2413F-HRTimeline
William Howard & Co Financial Advisors …2,016$728K0.68%+213F-HRTimeline
Presidio Capital Management, LLC2,016$728K0.3%+26213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,016$728K0.09%+113F-HRTimeline
TRUE Private Wealth Advisors2,015$728K0.09%013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,016$727K0.06%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,013$727K0.42%+14413F-HRTimeline
SAGE RHINO CAPITAL LLC2,000$722K0.17%013F-HRTimeline
Navis Wealth Advisors, LLC2,000$722K0.71%-41113F-HRTimeline
McIlrath & Eck, LLC1,992$719K0.09%-2113F-HRTimeline
YHB Investment Advisors, Inc.1,980$715K0.06%-7513F-HRTimeline
Cassia Capital Partners, LLC1,980$715K0.45%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,979$715K0.61%+213F-HRTimeline
BIP Wealth, LLC1,979$715K0.05%-6613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,979$715K0.05%-28913F-HRTimelineGroup
Anchor Investment Management, LLC1,977$714K0.07%013F-HRTimeline
Callan Capital, LLC1,973$712K0.05%+1,35113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,969$711K0.08%013F-HRTimeline
Advisory Alpha, LLC1,967$710K0.02%+113F-HR/ATimeline
EnRich Financial Partners LLC1,965$710K0.24%-313F-HRTimeline
Von Berge Wealth Management Group, LLC1,971$708K0.46%+4113F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,956$706K0.06%013F-HRTimeline
Gray Private Wealth, LLC1,948$703K0.42%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,948$703K0.05%+113F-HRTimelineGroup
Strategic Financial Concepts, LLC1,945$702K0.13%+613F-HRTimeline
Northwest Capital Management Inc1,940$701K0.29%013F-HRTimeline
Allred Capital Management, LLC1,932$698K0.28%-4913F-HRTimeline
Nabity-Jensen Investment Management Inc1,931$697K0.55%013F-HRTimeline
Gibson Capital, LLC1,930$697K0.15%013F-HR/ATimeline
LITTLE HOUSE CAPITAL LLC1,930$697K0.19%-30013F-HRTimeline
WEALTHGARDEN F.S. LLC1,926$696K0.67%-2413F-HRTimeline
LAM GROUP, INC.1,925$695K0.51%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,924$695K0.19%+113F-HRTimeline
King Wealth Management Group1,922$694K0.11%+11413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,915$691K0.06%013F-HRTimeline
PATTEN & PATTEN INC/TN1,911$690K0.05%013F-HRTimeline
Bremer Bank National Association1,909$689K0.12%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,907$689K0.07%-7213F-HRTimeline
Bragg Financial Advisors, Inc1,904$688K0.03%+58113F-HRTimeline
Telos Capital Management, Inc.1,899$686K0.07%+4413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,899$686K0.26%013F-HRTimeline
CAMDEN NATIONAL BANK1,895$684K0.1%-35813F-HRTimeline
Pacific Point Advisors, LLC1,893$684K0.38%+48613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,890$682K0.19%+4313F-HRTimeline
Alpha Cubed Investments, LLC1,888$682K0.03%+4113F-HRTimeline
TCI Wealth Advisors, Inc.1,888$682K0.05%+18013F-HRTimeline
Capital Management Associates, Inc1,888$682K0.15%+94413F-HRTimeline
Jacobsen Capital Management1,886$681K0.3%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,879$679K0.38%-1713F-HRTimeline
Providence First Trust Co1,876$677K0.27%+113F-HRTimeline
STEPH & CO1,870$675K0.24%013F-HRTimeline
HANOVER ADVISORS INC1,869$675K0.29%013F-HRTimeline
SACHEM HILL LLC1,869$675K0.13%013F-HRTimeline
CFO4Life Group, LLC1,860$672K0.11%-18713F-HRTimeline
Curran Financial Partners, LLC1,858$671K0.16%+1213F-HRTimeline
Monterey Private Wealth, Inc.1,858$671K0.2%-1913F-HRTimeline
Csenge Advisory Group1,962$670K0.04%-1,17213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,856$670K0.06%013F-HRTimeline
BROGAN FINANCIAL, INC.1,855$670K0.33%+213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,848$667K<0.01%-32913F-HRTimelineGroup
North Berkeley Wealth Management, LLC1,847$667K0.69%+39713F-HRTimeline
Persium Advisors, LLC1,846$667K0.63%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,935$665K0.27%013F-HRTimeline
Oxler Private Wealth LLC1,841$665K0.23%+113F-HRTimeline
Global Assets Advisory, LLC1,911$664K0.12%+1,27413F-HRTimeline
Blue Chip Partners, LLC1,837$663K0.06%-913F-HRTimeline
Greenhouse Wealth Management, LLC1,835$663K0.5%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,831$661K0.05%+2913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,829$660K0.24%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,824$659K0.15%-19913F-HRTimeline
S.E.E.D. Planning Group LLC1,822$658K0.22%-3213F-HRTimeline
Sunpointe, LLC1,817$656K0.35%-2513F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,816$656K0.6%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,815$655K0.02%+213F-HRTimelineGroup
Stonehearth Capital Management, LLC1,812$654K0.27%-15213F-HRTimeline
Beaird Harris Wealth Management, LLC1,811$654K0.06%-7713F-HRTimeline