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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 153 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
153
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
First City Capital Management, Inc.2,704$1.15M0.61%013F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC2,703$1.15M0.09%013F-HRTimeline
Carnegie Investment Counsel2,701$1.15M0.02%-36613F-HRTimeline
Waterfront Wealth Inc.2,698$1.15M0.21%013F-HRTimeline
Legacy Capital Wealth Partners, LLC2,697$1.15M0.24%+91713F-HRTimeline
Ruggiero Investments, Inc.2,694$1.15M1.11%-33913F-HRTimeline
Stanley-Laman Group, Ltd.2,692$1.15M0.14%+1,07213F-HRTimeline
Aventura Private Wealth, LLC2,681$1.14M0.42%+4413F-HRTimeline
KLCM Advisors, Inc.2,681$1.14M0.1%+2713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,675$1.14M0.08%-64513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,675$1.14M0.25%-30013F-HRTimeline
Keystone Wealth Services, LLC2,669$1.14M0.24%-54513F-HRTimeline
Rice Partnership, LLC2,662$1.14M0.16%013F-HRTimeline
Goldstein Advisors, LLC2,662$1.14M0.13%-2513F-HRTimeline
COZAD ASSET MANAGEMENT INC2,658$1.13M0.09%-4113F-HRTimeline
Latitude Advisors, LLC2,656$1.13M0.52%-50013F-HRTimeline
JT Stratford LLC2,646$1.13M0.14%+6413F-HRTimeline
TBH Global Asset Management, LLC2,646$1.13M0.23%new13F-HRTimeline
Insight Advisors, LLC/ PA2,642$1.13M0.21%+113F-HRTimeline
SPINNAKER TRUST2,636$1.12M0.06%013F-HRTimeline
United Advisor Group, LLC2,633$1.12M0.14%+29513F-HRTimeline
Sand Hill Global Advisors, LLC2,630$1.12M0.04%013F-HRTimeline
Trivium Point Advisory, LLC2,618$1.12M0.2%-82213F-HRTimeline
Naviter Wealth, LLC2,618$1.12M0.14%013F-HRTimeline
Tannin Capital LLC2,618$1.12M0.81%013F-HRTimeline
Per Stirling Capital Management, LLC.2,617$1.12M0.12%-8713F-HRTimeline
Coastline Trust Co2,610$1.11M0.11%-26113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INTEGRITY ALLIANCE, LLC.2,607$1.11M0.04%-33413F-HRTimeline
Sunbelt Securities, Inc.2,607$1.11M0.07%+21013F-HRTimeline
Smithfield Trust Co2,594$1.11M0.05%013F-HRTimeline
First Bank & Trust2,594$1.11M0.18%013F-HRTimeline
Principle Wealth Partners LLC2,594$1.11M0.06%+36013F-HRTimeline
CoreCap Advisors, LLC2,593$1.11M0.04%-14713F-HRTimeline
Financial Plan, Inc.2,590$1.1M0.12%-16013F-HRTimeline
Csenge Advisory Group2,585$1.1M0.05%-48413F-HRTimeline
Fortis Group Advisors, LLC2,582$1.1M0.18%013F-HRTimeline
Integrity Wealth Partners, LLC2,578$1.1M0.99%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,578$1.1M0.07%-27613F-HRTimeline
EVERETT HARRIS & CO /CA/2,573$1.1M0.01%013F-HRTimeline
COFG Advisors, LLC2,573$1.1M0.27%+213F-HRTimeline
Clear Creek Financial Management, LLC2,569$1.1M0.08%+1113F-HRTimeline
Nicholas Hoffman & Company, LLC.2,569$1.1M0.03%+513F-HRTimeline
THEORY FINANCIAL LLC2,567$1.09M0.38%013F-HRTimeline
Hamilton Point Investment Advisors, LLC2,545$1.09M0.17%+3013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC2,543$1.08M0.5%+69113F-HRTimeline
Sprinkle Financial Consultants LLC2,536$1.08M0.5%-20113F-HRTimeline
FIRST MANHATTAN CO. LLC.2,530$1.08M<0.01%-60613F-HRTimeline
Bank of New Hampshire2,529$1.08M0.25%-10013F-HRTimeline
Nova R Wealth, Inc.2,521$1.07M0.34%-25213F-HRTimeline
TWO SIGMA SECURITIES, LLC2,520$1.07M0.12%+3013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC2,520$1.07M0.19%013F-HRTimeline
Tennessee Valley Asset Management Partn…2,519$1.07M0.14%+28513F-HRTimeline
Foster Group, Inc.2,511$1.07M0.03%-4313F-HRTimeline
TFC Financial Management, Inc.2,508$1.07M0.13%+13113F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC2,503$1.07M0.13%-11413F-HRTimeline
Presidio Capital Management, LLC2,503$1.07M0.31%+6813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,499$1.07M0.36%+48613F-HRTimeline
NWK Group, Inc.2,498$1.07M0.41%-26813F-HRTimeline
Signal Advisors Wealth, LLC2,491$1.06M0.07%+11113F-HRTimeline
Symphony Financial, Ltd. Co.2,534$1.06M0.14%+5013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV2,335$1.06M0.87%+8113F-HRTimeline
Topsail Wealth Management, LLC2,486$1.06M0.16%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,486$1.06M0.12%+4513F-HRTimeline
MA Private Wealth2,485$1.06M0.18%013F-HRTimeline
Verus Financial Partners, Inc.2,257$1.06M0.09%013F-HRTimeline
NorthCrest Asset Manangement, LLC2,438$1.05M0.03%-40013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,440$1.04M0.01%013F-HRTimelineGroup
Financial Sense Advisors, Inc.2,440$1.04M0.21%-2,01313F-HRTimeline
Interchange Capital Partners, LLC2,862$1.03M0.33%+6813F-HRTimeline
Crumly & Associates Inc.2,423$1.03M0.22%-36313F-HRTimeline
Petix & Botte Co2,419$1.03M0.23%-2,41913F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.2,403$1.02M0.58%13F-HRTimeline
Beacon Capital Management, LLC2,401$1.02M0.18%+5213F-HRTimeline
Capital Investment Advisory Services, L…2,401$1.02M0.07%-11513F-HRTimeline
FIRST FINANCIAL CORP /IN/2,399$1.02M0.4%013F-HRTimeline
Brookmont Capital Management2,398$1.02M0.57%+1,02513F-HRTimeline
WEST PACES ADVISORS INC.2,384$1.02M0.2%013F-HRTimeline
Castleview Partners, LLC2,383$1.02M0.52%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,377$1.01M0.55%-8713F-HRTimeline
Magnolia Private Wealth, LLC2,373$1.01M0.67%013F-HRTimeline
Compton Wealth Advisory Group, LLC2,347$1.01M0.22%013F-HRTimeline
Vericrest Private Wealth2,364$1.01M0.9%013F-HRTimeline
Kelman-Lazarov, Inc.2,360$1.01M0.14%-713F-HRTimeline
Golden State Wealth Management, LLC2,359$1.01M0.11%-8913F-HRTimeline
Texas Yale Capital Corp.2,358$1.01M0.03%-2013F-HRTimeline
Biondo Investment Advisors, LLC2,355$1M0.13%-4,81813F-HRTimeline
Strategic Financial Services, Inc.2,331$994K0.05%-1513F-HRTimeline
Tyche Wealth Partners LLC2,322$990K0.15%+15313F-HRTimeline
HBW ADVISORY SERVICES LLC2,319$989K0.1%+6613F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding2,311$985K+185Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,309$984K0.06%+10413F-HRTimeline
Z3 Capital Partners, LLC2,307$984K0.25%-12413F-HRTimeline
Kathmere Capital Management, LLC2,301$981K0.06%+1313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC2,298$980K0.3%+213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,286$975K0.06%+27013F-HRTimeline
Operose Advisors LLC2,284$974K0.23%-14013F-HRTimeline
SpringVest Wealth Management LLC2,276$970K0.66%+12613F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA2,275$970K0.25%+27613F-HRTimeline
McIlrath & Eck, LLC2,275$970K0.07%+29913F-HRTimeline
FourThought Financial Partners, LLC2,270$968K0.08%-313F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC2,264$965K0.49%+30513F-HRTimeline
Clark Asset Management, LLC2,257$962K0.09%+1,25013F-HRTimeline
EdgeRock Capital LLC2,254$962K0.26%+17313F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,255$962K0.5%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,254$961K0.68%-1,39513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,252$960K0.04%+27613F-HRTimeline
Wealth Architects, LLC2,245$957K0.09%-113F-HRTimeline
SFG Wealth Management, LLC.2,240$955K0.39%-1313F-HRTimeline
CAPITAL ADVISORS INC/OK2,235$953K0.02%-20613F-HRTimeline
Pallas Capital Advisors LLC2,233$952K0.04%-1,43013F-HRTimeline
GEM Asset Management, LLC2,228$950K0.42%+6113F-HRTimeline
Lee Financial Co2,227$950K0.13%+813F-HRTimeline
Oak Wealth Advisors LLC2,224$948K0.52%013F-HRTimeline
Axis Wealth Partners, LLC2,209$942K0.5%-4613F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.2,208$941K0.91%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,208$941K0.03%-62613F-HRTimeline
Private Wealth Advisors, LLC2,202$939K0.26%013F-HRTimeline
Anson Capital, Inc.2,200$938K0.64%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,199$938K0.31%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,195$936K0.16%-2413F-HRTimeline
Edgestream Partners, L.P.2,195$936K0.03%-1,37813F-HRTimeline
Strathmore Capital Advisors, Inc.1,950$934K0.26%-22013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,188$933K0.16%-413F-HRTimeline
Prosperity Planning, Inc.2,187$932K0.24%013F-HRTimeline
YANKCOM Partnership2,184$932K0.38%013F-HRTimeline
WNY Asset Management, LLC2,168$925K0.1%13F-HRTimeline
Strive Financial Group ,LLC2,168$924K0.49%+48413F-HRTimeline
Mascagni Wealth Management, Inc.2,159$921K0.66%013F-HRTimeline
Snider Financial Group2,151$917K0.28%-1,31113F-HRTimeline
Fortitude Financial, LLC2,150$917K0.49%+6613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,149$916K0.04%-9413F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,147$915K0.27%+27613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,146$915K0.25%+1,49513F-HRTimeline
Wealth Science Advisors LLC1,927$912K0.51%013F-HRTimeline
UPTICK PARTNERS, LLC2,132$909K0.18%+87613F-HRTimeline
Sightline Wealth Advisors, LLC2,132$909K0.38%-4913F-HRTimeline
WEALTHGARDEN F.S. LLC2,128$907K0.62%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,127$907K0.55%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,123$905K0.12%013F-HRTimeline
SHP Wealth Management2,123$905K0.07%+2313F-HRTimeline
Curran Financial Partners, LLC2,115$902K0.16%013F-HRTimeline
Latko Wealth Management, Ltd.2,115$902K0.44%+92413F-HRTimeline
Single Point Partners, LLC2,112$901K0.18%-413F-HRTimeline
CALTON & ASSOCIATES, INC.2,111$900K0.13%+7213F-HRTimeline
COUNTRY TRUST BANK2,103$897K0.02%013F-HRTimeline
Stockman Wealth Management, Inc.2,098$895K0.1%-7313F-HRTimeline
3 FACTOR INDEXING, LLC2,096$894K0.84%13F-HRTimeline
Elevation Wealth Management LLC2,096$894K0.82%-24813F-HRTimeline
KilterHowling LLC2,093$893K0.45%+213F-HRTimeline
ATWOOD & PALMER INC2,092$892K0.05%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,091$892K0.79%-53513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,088$890K0.06%+67513F-HRTimelineGroup
YHB Investment Advisors, Inc.2,086$889K0.06%-1613F-HRTimeline
Weaver Consulting Group2,086$889K0.21%-13213F-HRTimeline
FIRST AMERICAN TRUST, FSB2,084$889K0.06%+33713F-HRTimeline
UNION SAVINGS BANK2,084$889K0.39%-11013F-HRTimeline
BANK OF HAWAII2,076$885K0.05%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.2,073$884K0.11%-513F-HRTimeline
SPWM Advisors LLC7,144$881K0.77%+5,25213F-HRTimeline
Harfst & Associates, Inc.2,066$881K0.16%-4313F-HRTimeline
Kaydan Wealth Management, Inc.2,063$880K0.29%+1613F-HRTimeline
Platform Technology Partners2,063$880K0.17%+56813F-HRTimeline
Demars Financial Group, LLC2,059$878K0.29%-5413F-HRTimeline
Integrity Wealth Solutions LLC2,050$874K0.34%+913F-HRTimeline
Advisory Alpha, LLC2,049$874K0.02%-3813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,046$873K0.12%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,046$872K0.11%-3713F-HRTimeline
Sovereign Financial Group, Inc.2,042$871K0.15%+4113F-HRTimeline
Accel Wealth Management2,041$870K0.23%-7313F-HRTimeline
Hubbell Strickland Wealth Management, L…2,040$870K0.35%+213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,038$869K0.05%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.2,036$868K0.53%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,033$867K0.07%+12513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,032$866K0.22%-22213F-HRTimelineGroup
William Howard & Co Financial Advisors …2,024$863K0.75%+213F-HRTimeline
JTC Employer Solutions Trustee Ltd2,016$860K0.07%013F-HRTimeline
TRUE Private Wealth Advisors2,015$859K0.08%013F-HRTimeline
Signature Wealth Management Partners, L…2,008$856K0.43%-35713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,002$854K0.17%-513F-HRTimeline
SAGE RHINO CAPITAL LLC2,000$853K0.16%013F-HRTimeline
Navis Wealth Advisors, LLC2,000$853K0.44%-35813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,996$851K<0.01%-21513F-HRTimelineGroup
North Star Investment Management Corp.1,992$850K0.05%013F-HRTimeline
Bridgewater Advisors Inc.6,832$849K0.05%+5,08213F-HRTimeline
Elyxium Wealth, LLC1,987$847K0.27%+1,76713F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,983$846K0.03%-4013F-HRTimeline
Core Wealth Advisors, Inc.1,980$844K0.2%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,979$844K0.26%-3813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,969$839K0.08%013F-HRTimeline
EnRich Financial Partners LLC1,965$838K0.22%013F-HRTimeline
Blue Chip Partners, LLC1,948$831K0.06%+11013F-HRTimeline
Balboa Wealth Partners1,947$830K0.14%+2613F-HRTimeline
Stegner Investment Associates Inc.1,945$829K0.45%013F-HRTimeline
Washington Trust Advisors, Inc.1,937$826K0.07%-11813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,936$826K0.15%-21513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,935$825K0.23%-1,93513F-HRTimeline
Allred Capital Management, LLC1,932$824K0.3%013F-HRTimeline
Nabity-Jensen Investment Management Inc1,931$823K0.57%013F-HRTimeline
Gibson Capital, LLC1,930$823K0.15%013F-HRTimeline
JB Capital LLC1,930$823K0.03%-5513F-HRTimeline