Skip to content
Disclosery

IWF ISHARES TR

Follow

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
Wealthstar Advisors, LLC2,967$1.4M0.76%-4913F-HRTimeline
Realta Investment Advisors2,957$1.4M0.46%+13413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,950$1.4M0.07%+14213F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,941$1.39M0.05%+1,04113F-HRTimeline
Daybright Advisory Services, Inc.2,933$1.39M0.37%13F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC2,932$1.39M0.03%-84313F-HRTimelineGroup
Kesler, Norman & Wride, LLC2,932$1.39M0.24%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,930$1.39M0.05%013F-HRTimeline
Wellington Grp LLC2,926$1.38M0.46%13F-HR/ATimeline
Heartwood Wealth Advisors LLC2,916$1.38M0.13%013F-HRTimeline
Geneva Partners, LLC2,901$1.37M0.49%+713F-HRTimeline
Linden Thomas Advisory Services, LLC2,895$1.37M0.14%new13F-HRTimeline
Stanich Group LLC2,891$1.37M1.03%-10113F-HRTimeline
Rollins Financial Advisors, LLC2,890$1.37M0.2%+6013F-HRTimeline
Destination Wealth Management2,889$1.37M0.04%013F-HRTimeline
Opal Wealth Advisors, LLC2,882$1.36M0.36%+2,37513F-HRTimeline
Coastline Trust Co2,871$1.36M0.13%-4313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STEPH & CO2,861$1.35M0.39%013F-HRTimeline
Orgel Wealth Management, LLC2,859$1.35M0.03%+13113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,854$1.35M0.08%-15013F-HRTimeline
Hurley Capital, LLC2,853$1.35M0.76%013F-HRTimeline
Maxele Advisors, LLC2,852$1.35M1.1%-4013F-HRTimeline
Aureum Wealth Management, LLC2,849$1.35M1.25%13F-HRTimeline
Black Diamond Financial, LLC2,840$1.34M0.14%+1,90113F-HRTimeline
NorthCrest Asset Manangement, LLC2,838$1.34M0.03%-2913F-HRTimeline
Pine Valley Investments Ltd Liability Co2,838$1.34M0.07%+3513F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,834$1.34M0.03%-1513F-HRTimeline
Alteri Wealth LLC2,832$1.34M0.43%+6413F-HRTimeline
High Falls Advisors, Inc2,828$1.34M0.27%-213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,824$1.34M0.67%-49713F-HRTimeline
Rockbridge Investment Management, LCC2,819$1.33M0.12%013F-HRTimeline
TAGStone Capital, Inc.2,818$1.33M0.5%+313F-HRTimeline
BAKER BOYER NATIONAL BANK2,810$1.33M0.4%013F-HRTimeline
Bulltick Wealth Management, LLC2,806$1.33M0.28%-10,85713F-HRTimeline
Wedmont Private Capital2,776$1.32M0.05%+15813F-HRTimeline
BCI SECURITIES, INC.2,797$1.32M11.43%13F-HRTimeline
Interchange Capital Partners, LLC2,794$1.32M0.25%-1113F-HRTimeline
ANDERSON HOAGLAND & CO2,791$1.32M0.11%-1813F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…2,768$1.32M<0.01%+2,15513F-HRTimelineGroup
Addison Advisors LLC2,790$1.32M0.3%-13413F-HRTimeline
Crumly & Associates Inc.2,786$1.32M0.28%013F-HRTimeline
Nova R Wealth, Inc.2,773$1.31M0.48%+313F-HRTimeline
NWK Group, Inc.2,766$1.31M0.45%-25613F-HRTimeline
Galvin, Gaustad & Stein, LLC2,751$1.3M0.1%-23613F-HRTimeline
Financial Plan, Inc.2,750$1.3M0.15%13F-HRTimeline
Flagship Private Wealth, LLC2,749$1.3M0.51%+213F-HRTimeline
CoreCap Advisors, LLC2,740$1.3M0.05%+25913F-HRTimeline
Sprinkle Financial Consultants LLC2,737$1.3M0.66%013F-HRTimeline
St. Clair Advisors, LLC2,734$1.29M0.33%+19613F-HRTimeline
Berkeley Capital Partners, LLC2,727$1.29M0.3%-15313F-HRTimeline
Tull Financial Group, Inc.2,723$1.29M0.55%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,722$1.29M0.64%013F-HRTimeline
Seneca Financial Advisors LLC2,720$1.29M0.39%-42213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC2,713$1.28M0.05%013F-HRTimeline
Harbor Asset Planning, Inc.2,706$1.28M1.09%+3313F-HRTimeline
Per Stirling Capital Management, LLC.2,704$1.28M0.14%+6413F-HRTimeline
First City Capital Management, Inc.2,704$1.28M0.68%-7513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,703$1.28M0.1%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,699$1.28M0.1%013F-HRTimeline
Goldstein Advisors, LLC2,687$1.27M0.14%-16913F-HRTimeline
Waterfront Wealth Inc.2,698$1.27M0.24%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,671$1.26M0.66%-1,24013F-HRTimeline
Rice Partnership, LLC2,662$1.26M0.17%+33313F-HRTimeline
KLCM Advisors, Inc.2,654$1.26M0.11%new13F-HRTimeline
Insight Advisors, LLC/ PA2,641$1.25M0.19%+313F-HRTimeline
Aventura Private Wealth, LLC2,637$1.25M0.45%+19313F-HRTimeline
SPINNAKER TRUST2,636$1.25M0.07%013F-HRTimeline
Sand Hill Global Advisors, LLC2,630$1.24M0.04%013F-HRTimeline
Bank of New Hampshire2,629$1.24M0.28%013F-HRTimeline
CFS Investment Advisory Services, LLC2,627$1.24M0.09%-1,10313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,626$1.24M0.99%-13513F-HRTimeline
Naviter Wealth, LLC2,618$1.24M0.16%new13F-HRTimeline
Tannin Capital LLC2,618$1.24M1.11%13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,617$1.24M0.17%+28913F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC2,580$1.23M<0.01%new13F-HRTimeline
Smithfield Trust Co2,594$1.23M0.05%013F-HRTimeline
First Bank & Trust2,594$1.23M0.2%013F-HRTimeline
JT Stratford LLC2,582$1.22M0.16%+47413F-HRTimeline
Fortis Group Advisors, LLC2,582$1.22M0.2%+513F-HRTimeline
EVERETT HARRIS & CO /CA/2,573$1.22M0.01%013F-HRTimeline
COFG Advisors, LLC2,571$1.22M0.3%13F-HRTimeline
Nicholas Hoffman & Company, LLC.2,564$1.21M0.03%+36813F-HRTimeline
Clear Creek Financial Management, LLC2,558$1.21M0.1%-21813F-HRTimeline
THEORY FINANCIAL LLC2,567$1.21M0.41%013F-HRTimeline
Foster Group, Inc.2,554$1.21M0.04%+47113F-HRTimeline
One Day In July LLC2,539$1.2M0.1%+14113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC2,520$1.19M0.22%+14013F-HRTimeline
Capital Investment Advisory Services, L…2,516$1.19M0.08%+25913F-HRTimeline
Hamilton Point Investment Advisors, LLC2,515$1.19M0.18%+23113F-HRTimeline
Pandora Wealth, Inc.2,515$1.19M0.72%013F-HRTimeline
Symphony Financial, Ltd. Co.2,484$1.18M0.16%+38813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,500$1.18M0.74%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,490$1.18M0.16%-7613F-HRTimeline
Topsail Wealth Management, LLC2,486$1.18M0.17%013F-HRTimeline
MA Private Wealth2,485$1.18M0.2%013F-HRTimeline
CAPITAL CITY TRUST CO/FL2,475$1.17M0.26%-10113F-HRTimeline
BURNEY CO/2,466$1.17M0.04%+35913F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,464$1.17M0.65%-70913F-HRTimeline
Golden State Wealth Management, LLC2,448$1.16M0.12%-31613F-HRTimeline
CAPITAL ADVISORS INC/OK2,441$1.16M0.02%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,441$1.16M0.14%13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,440$1.15M0.01%013F-HRTimelineGroup
Presidio Capital Management, LLC2,435$1.15M0.35%+313F-HRTimeline
Z3 Capital Partners, LLC2,431$1.15M0.28%13F-HRTimeline
Operose Advisors LLC2,424$1.15M0.27%-16213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,406$1.14M0.01%-1,07513F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/2,399$1.14M0.43%+9513F-HRTimeline
Sunbelt Securities, Inc.2,397$1.13M0.08%-1,01913F-HRTimeline
LongView Wealth Management2,366$1.13M0.27%+3313F-HRTimeline
WEST PACES ADVISORS INC.2,384$1.13M0.22%+14413F-HRTimeline
Ledyard National Bank2,383$1.13M0.1%-1713F-HRTimeline
Castleview Partners, LLC2,383$1.13M0.56%-213F-HRTimeline
SMI Advisory Services, LLC2,361$1.13M0.19%-35,60513F-HRTimeline
Signal Advisors Wealth, LLC2,380$1.13M0.09%-8413F-HRTimeline
Texas Yale Capital Corp.2,378$1.13M0.03%+14013F-HRTimeline
TFC Financial Management, Inc.2,377$1.13M0.14%-23113F-HRTimeline
Magnolia Private Wealth, LLC2,373$1.12M0.78%013F-HRTimeline
Kelman-Lazarov, Inc.2,367$1.12M0.16%013F-HRTimeline
Signature Wealth Management Partners, L…2,365$1.12M0.55%+113F-HRTimeline
Vericrest Private Wealth2,364$1.12M0.99%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,359$1.12M0.03%-25013F-HRTimelineGroup
Navis Wealth Advisors, LLC2,358$1.12M0.47%+35813F-HRTimeline
Beacon Capital Management, LLC2,349$1.11M0.17%+213F-HRTimeline
Compton Wealth Advisory Group, LLC2,347$1.11M0.24%013F-HRTimeline
Elevation Wealth Management LLC2,344$1.11M1.06%13F-HRTimeline
United Advisor Group, LLC2,338$1.11M0.14%new13F-HRTimeline
WAYSTONE ADVISORS LLC2,333$1.1M0.95%13F-HRTimeline
TruNorth Capital Management, LLC2,327$1.1M0.21%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,296$1.09M0.33%+113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC2,290$1.08M0.74%+213F-HRTimeline
Kathmere Capital Management, LLC2,288$1.08M0.07%013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV2,254$1.08M0.9%-25813F-HRTimeline
FourThought Financial Partners, LLC2,273$1.08M0.09%-513F-HRTimeline
Strategic Financial Services, Inc.2,346$1.07M0.05%-22213F-HRTimeline
Axis Wealth Partners, LLC2,255$1.07M0.59%-6313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,254$1.07M0.26%+11813F-HRTimelineGroup
HBW ADVISORY SERVICES LLC2,253$1.07M0.12%+17713F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,253$1.07M0.29%+213F-HRTimeline
SFG Wealth Management, LLC.2,253$1.07M0.42%-7913F-HRTimeline
Verus Financial Partners, Inc.2,257$1.06M0.1%-10513F-HRTimeline
Wealth Architects, LLC2,246$1.06M0.1%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,243$1.06M0.05%+1,22513F-HRTimelineGroup
Tennessee Valley Asset Management Partn…2,234$1.06M0.14%-29213F-HRTimeline
Principle Wealth Partners LLC2,234$1.06M0.06%013F-HRTimeline
Oak Wealth Advisors LLC2,224$1.05M0.6%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,219$1.05M0.18%013F-HRTimeline
Lee Financial Co2,219$1.05M0.14%013F-HRTimeline
Weaver Consulting Group2,218$1.05M0.26%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,211$1.05M<0.01%+47613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,205$1.04M0.06%+16013F-HRTimeline
Private Wealth Advisors, LLC2,202$1.04M0.38%013F-HRTimeline
Anson Capital, Inc.2,200$1.04M0.76%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,199$1.04M0.34%+72013F-HRTimeline
TRUST CO OF VERMONT2,196$1.04M0.04%+2613F-HRTimeline
UNION SAVINGS BANK2,194$1.04M0.45%13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,192$1.04M0.19%-1613F-HRTimeline
Aureus Asset Management, LLC2,190$1.04M0.07%+1,30213F-HRTimeline
Prosperity Planning, Inc.2,187$1.04M0.27%-8313F-HRTimeline
YANKCOM Partnership2,184$1.03M0.44%+213F-HRTimeline
GEM Asset Management, LLC2,167$1.03M0.46%013F-HRTimeline
Sightline Wealth Advisors, LLC2,181$1.03M0.44%-3313F-HRTimeline
MOTCO2,179$1.03M0.09%+21513F-HRTimeline
Larson Financial Group LLC2,179$1.03M0.03%-4213F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.2,208$1.03M0.96%13F-HRTimeline
Stockman Wealth Management, Inc.2,171$1.03M0.12%013F-HR/ATimeline
Strathmore Capital Advisors, Inc.2,170$1.03M0.34%013F-HRTimeline
Tyche Wealth Partners LLC2,169$1.03M0.16%-2213F-HRTimeline
Mascagni Wealth Management, Inc.2,159$1.02M0.76%013F-HRTimeline
Armstrong, Fleming & Moore, Inc2,155$1.02M0.47%-1213F-HRTimeline
WEALTH ALLIANCE, LLC2,153$1.02M0.1%+37513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,151$1.02M0.18%-47513F-HRTimeline
SpringVest Wealth Management LLC2,150$1.02M0.71%-1513F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,150$1.02M0.22%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,127$1.01M0.55%-18113F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding2,126$1.01M-4Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,123$1M0.13%-18513F-HRTimeline
WEALTHGARDEN F.S. LLC2,128$1M0.66%+21813F-HRTimeline
Single Point Partners, LLC2,116$1M0.2%-14813F-HRTimeline
Curran Financial Partners, LLC2,115$1M0.19%+1413F-HRTimeline
Accel Wealth Management2,114$1M0.27%+15913F-HRTimeline
Demars Financial Group, LLC2,113$1M0.33%+8013F-HRTimeline
Harfst & Associates, Inc.2,109$998K0.18%-1013F-HRTimeline
COUNTRY TRUST BANK2,103$995K0.02%013F-HRTimeline
YHB Investment Advisors, Inc.2,102$995K0.07%-1513F-HRTimeline
SHP Wealth Management2,100$994K0.08%13F-HRTimeline
ATWOOD & PALMER INC2,092$990K0.06%-8313F-HRTimeline
KilterHowling LLC2,091$990K0.5%+213F-HRTimeline
Advisory Alpha, LLC2,087$988K0.03%+4913F-HRTimeline
Fortitude Financial, LLC2,084$986K0.84%+1113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,083$986K0.12%+3313F-HRTimeline
EdgeRock Capital LLC2,081$985K0.26%+11213F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC2,078$984K0.72%-23013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.2,078$983K0.12%+2313F-HRTimeline
BANK OF HAWAII2,076$983K0.05%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,058$974K0.05%-12413F-HRTimeline
Washington Trust Advisors, Inc.2,055$973K0.07%-1,25213F-HRTimeline
MSH Capital Advisors LLC2,050$970K0.21%+83213F-HRTimeline
Kaydan Wealth Management, Inc.2,047$969K0.28%-113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,046$968K0.13%013F-HRTimeline
Integrity Wealth Solutions LLC2,041$966K0.38%-20713F-HRTimeline