Skip to content
Disclosery

IWF ISHARES TR

Follow

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
Sunpointe, LLC1,842$740K0.37%+22713F-HRTimeline
Oxler Private Wealth LLC1,840$739K0.24%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,836$737K0.02%+813F-HRTimeline
Greenhouse Wealth Management, LLC1,834$736K0.49%+113F-HRTimeline
LM Advisors LLC1,831$735K0.13%013F-HR/ATimeline
ACIMA PRIVATE WEALTH, LLC1,829$734K0.25%013F-HRTimeline
Barnett & Company, Inc.1,822$732K0.48%013F-HRTimeline
Cable Hill Partners, LLC1,818$730K0.07%-2813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,813$728K0.02%+113F-HRTimelineGroup
ROCKLAND TRUST CO1,810$727K0.04%013F-HRTimeline
Texas Yale Capital Corp.1,808$726K0.03%013F-HRTimeline
Reynders McVeigh Capital Management, LLC1,808$726K0.04%+7513F-HRTimeline
King Wealth Management Group1,808$726K0.11%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC1,804$724K0.51%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,802$723K0.06%-7213F-HRTimeline
Nicholas Hoffman & Company, LLC.1,798$722K0.03%-20513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Stanley-Laman Group, Ltd.1,797$722K0.1%-85513F-HRTimeline
WARNER FINANCIAL, INC1,796$721K0.31%+113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,794$720K0.1%13F-HRTimeline
GFG Capital, LLC1,791$719K0.2%+24913F-HRTimeline
Blue Barn Wealth, LLC1,790$719K0.38%-14113F-HRTimeline
Mason Investment Advisory Services, Inc.1,782$716K0.04%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,780$715K0.2%-75113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co1,774$712K0.06%+10713F-HRTimelineGroup
Vawter Financial, Ltd.1,772$711K0.43%-19813F-HRTimeline
Aries Wealth Management1,770$711K0.2%-2513F-HRTimeline
Bell Bank1,766$709K0.05%013F-HRTimeline
NOVUS ADVISORS, LLC1,763$708K0.71%13F-HRTimeline
Family Investment Center, Inc.1,761$707K0.18%-813F-HRTimeline
NORDEN GROUP LLC1,757$706K0.08%-11013F-HRTimeline
Kovack Advisors, Inc.1,755$705K0.07%+1613F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,755$705K0.19%013F-HRTimeline
Left Brain Wealth Management, LLC1,755$705K0.27%-31013F-HRTimeline
Presidio Capital Management, LLC1,754$704K0.38%+39513F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,747$702K0.45%+4013F-HRTimeline
MAIRS & POWER INC1,746$701K0.01%new13F-HRTimeline
Tyche Wealth Partners LLC1,743$700K0.15%+16313F-HRTimeline
Stone Summit Wealth LLC1,735$697K0.23%-2513F-HRTimeline
Burton Enright Welch1,733$696K0.15%013F-HRTimeline
Gitterman Wealth Management, LLC1,732$696K0.29%013F-HRTimeline
Francis Financial, Inc.1,731$695K0.18%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,728$694K0.42%-1913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,726$693K<0.01%+33513F-HRTimelineGroup
O'ROURKE & COMPANY, Inc1,723$692K0.34%-1413F-HRTimeline
Ironwood Investment Counsel, LLC1,719$691K0.12%-5813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,712$688K0.03%+45513F-HRTimeline
Coppell Advisory Solutions LLC1,695$687K0.1%-60913F-HRTimeline
TrinityPoint Wealth, LLC1,710$687K0.1%+26113F-HRTimeline
TCI Wealth Advisors, Inc.1,708$686K0.06%-3713F-HRTimeline
Vantage Financial Partners, LLC1,703$684K0.17%+813F-HRTimeline
Milestone Asset Management Group, LLC1,702$684K0.61%13F-HRTimeline
Cornell Pochily Investment Advisors, In…1,695$681K0.24%013F-HRTimeline
Peninsula Wealth, LLC1,694$680K0.12%013F-HRTimeline
PKS Advisory Services, LLC1,691$679K0.17%13F-HRTimeline
Clarity Wealth Advisors, LLC1,690$679K0.19%013F-HRTimeline
EASTERN BANK1,685$677K0.01%+29213F-HRTimeline
Commonwealth Retirement Investments LLC1,674$672K0.28%013F-HRTimeline
Maridea Wealth Management LLC1,665$669K0.22%13F-HRTimeline
Matthew Goff Investment Advisor, LLC1,662$667K0.12%-113F-HRTimeline
Rice Partnership, LLC1,662$667K0.13%013F-HRTimeline
Jentner Corp1,659$666K0.19%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,649$662K0.14%13F-HRTimeline
Empire Financial Management Company, LLC1,647$661K0.21%-10013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,646$661K0.25%013F-HRTimeline
Mattern Wealth Management LLC1,637$657K0.15%013F-HRTimeline
Poehling Capital Management, INC.1,632$655K0.16%013F-HRTimeline
S&CO INC1,627$653K0.04%013F-HRTimeline
Pinion Investment Advisors, LLC1,625$653K0.26%-19013F-HRTimeline
GoalVest Advisory LLC1,625$653K0.18%-19013F-HRTimeline
Probity Advisors, Inc.1,617$649K0.12%013F-HRTimeline
Keebeck Wealth Management1,615$649K0.09%013F-HRTimeline
American Money Management, LLC1,614$648K0.13%-613F-HRTimeline
Towne Trust Company, N.A1,602$643K0.23%new13F-HRTimeline
Dempze Nancy E1,600$643K0.37%013F-HRTimeline
MFA WEALTH ADVISORS, LLC1,600$643K0.16%013F-HRTimeline
Kathmere Capital Management, LLC1,588$638K0.06%+1413F-HRTimeline
Glen Eagle Advisors, LLC1,584$636K0.11%-7013F-HRTimeline
BlueSky Wealth Advisors, LLC1,583$636K0.1%013F-HRTimeline
Sandy Cove Advisors, LLC1,580$634K0.25%-513F-HRTimeline
JPL Wealth Management, LLC1,579$634K0.18%13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,576$633K0.64%+113F-HRTimeline
MOTCO1,574$632K0.06%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,573$632K0.12%013F-HRTimeline
OBSIDIAN CIO, LLC1,572$631K0.12%+5913F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,569$630K0.39%13F-HRTimeline
Cardinal Strategic Wealth Guidance1,568$630K0.2%013F-HRTimeline
Beverly Hills Private Wealth, LLC1,560$626K0.13%-1713F-HRTimeline
Twele Capital Management, Inc.1,556$625K0.13%013F-HRTimeline
Compass Ion Advisors, LLC1,551$623K0.07%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,544$620K0.04%+413F-HRTimeline
Altus Wealth Management, LLC1,543$620K0.28%013F-HRTimeline
Charter Oak Capital Management, LLC1,538$618K0.06%+10413F-HRTimeline
Waterloo Capital, L.P.1,533$616K0.06%-7413F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC1,530$614K0.05%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,529$614K0.47%13F-HRTimeline
Tyler-Stone Wealth Management1,520$610K0.11%013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,518$610K0.27%013F-HRTimeline
BKM Wealth Management, LLC1,513$608K0.25%+16913F-HRTimeline
Ardent Capital Management, Inc.1,510$606K0.28%-14113F-HRTimeline
Well Done, LLC1,612$605K0.11%013F-HRTimeline
Secure Asset Management, LLC1,506$605K0.09%+21113F-HRTimeline
Geller Advisors LLC1,501$603K0.04%013F-HRTimeline
JB Capital LLC1,497$602K0.03%+4213F-HRTimeline
MontVue Capital Management, Inc.1,499$602K0.46%013F-HRTimeline
New Republic Capital, LLC1,495$600K0.39%-4,12613F-HRTimeline
Lavaca Capital LLC1,488$598K0.26%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,484$596K0.08%+61013F-HRTimeline
ESL Trust Services, LLC1,478$594K0.13%-10013F-HRTimeline
New Millennium Group LLC1,476$593K0.35%013F-HRTimeline
Landmark Wealth Management, LLC1,473$592K0.26%-113F-HRTimeline
Liberty Capital Management, Inc.1,473$592K0.13%-413F-HRTimeline
DAGCO, INC.1,472$591K0.2%013F-HRTimeline
Point Windward Advisors Inc.1,471$591K0.22%-7513F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI1,465$588K0.06%-12313F-HRTimeline
Engineers Gate Manager LP1,464$588K0.01%new13F-HRTimeline
PACK Private Wealth, LLC1,456$585K0.34%013F-HRTimeline
Richardson Capital Management LLC1,454$584K0.37%-6213F-HRTimeline
GGM Financial LLC1,453$584K0.62%+113F-HRTimeline
AGH Wealth Advisors, LLC1,450$582K0.54%13F-HRTimeline
North Berkeley Wealth Management, LLC1,450$582K0.59%13F-HRTimeline
Cypress Wealth Services, LLC1,446$581K0.12%-9013F-HRTimeline
Woodward Financial Advisors, Inc.1,443$579K0.29%013F-HRTimeline
RPG Investment Advisory, LLC1,442$579K0.08%-2013F-HRTimeline
Impact Capital Partners LLC1,441$579K0.21%13F-HRTimeline
Pacific Point Advisors, LLC1,407$577K0.35%13F-HRTimeline
Precision Wealth Strategies, LLC1,432$575K0.45%013F-HRTimeline
Financial Life Planners1,432$575K0.48%13F-HRTimeline
WEBSTER BANK, N. A.1,430$574K0.06%-20813F-HRTimeline
SFMG, LLC1,429$574K0.05%013F-HRTimeline
MCF Advisors LLC1,429$574K0.04%013F-HRTimeline
Peachtree Investment Partners, LLC1,426$572K0.21%+213F-HRTimeline
Royal Harbor Partners, LLC1,423$571K0.22%013F-HRTimeline
Journey Advisory Group, LLC1,561$569K0.07%013F-HRTimeline
Hartford Financial Management Inc.1,412$567K0.12%013F-HRTimeline
LGL PARTNERS, LLC1,411$567K0.08%-12713F-HRTimeline
Alliance Wealth Advisors, LLC1,407$565K0.32%013F-HRTimeline
Daner Wealth Management, LLC1,375$565K0.41%13F-HRTimeline
Olde Wealth Management, LLC1,405$564K0.2%013F-HRTimeline
BOSTON FAMILY OFFICE LLC1,403$563K0.04%+8113F-HRTimeline
Dechtman Wealth Management, LLC1,401$563K0.11%+213F-HRTimeline
High Falls Advisors, Inc1,398$561K0.13%-40513F-HRTimeline
Princeton Global Asset Management LLC1,394$560K0.1%-2213F-HRTimeline
Compass Wealth Management LLC1,390$558K0.13%-5013F-HRTimeline
Cahill Wealth Management, LLC1,390$558K0.28%-26913F-HRTimeline
Heritage Investment Group, Inc.1,389$558K0.1%013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,388$557K0.06%-4413F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,386$557K0.04%-54013F-HRTimeline
NWF Advisory Services Inc.1,385$556K0.08%-6513F-HRTimeline
GW&K Investment Management, LLC1,377$553K<0.01%-4113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,326$552K0.2%13F-HRTimeline
360 Financial, Inc.1,374$552K0.2%013F-HRTimeline
Valtrion Capital Management, LLC1,372$551K0.72%13F-HRTimeline
Legacy Private Trust Co.1,372$551K0.04%+10213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,370$550K0.02%new13F-HRTimelineGroup
Gilbert & Cook, Inc.1,367$549K0.08%013F-HRTimeline
NIA IMPACT ADVISORS, LLC1,363$547K0.18%013F-HRTimeline
Alpha Financial Advisors, LLC1,362$547K0.25%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,360$546K0.15%013F-HRTimeline
Formidable Asset Management, LLC1,359$546K0.09%-7413F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,355$544K0.09%+613F-HRTimeline
Family Firm, Inc.1,353$544K0.12%+113F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,350$542K0.1%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC1,348$541K0.01%new13F-HRTimeline
Reliant Wealth Planning1,347$541K0.25%013F-HRTimeline
Wealth Management Partners, LLC1,346$541K0.23%-413F-HRTimeline
SG Americas Securities, LLC1,344$540K<0.01%-59,63713F-HRTimeline
Aveo Capital Partners, LLC1,344$540K0.06%-28613F-HRTimeline
Capital International Investorsin group Capital International Investo…1,328$538K<0.01%new13F-HRTimelineGroup
Mission Creek Capital Partners, Inc.1,336$537K0.12%013F-HRTimeline
Horizon Investment Services, LLC1,332$535K0.23%-1013F-HRTimeline
Transform Wealth, LLC1,327$533K0.03%+20013F-HRTimeline
Praetorian Wealth Management, Inc.1,327$533K0.13%new13F-HRTimeline
North Star Investment Management Corp.1,325$532K0.04%-613F-HRTimeline
MSH Capital Advisors LLC1,324$532K0.17%+3113F-HRTimeline
Bragg Financial Advisors, Inc1,323$531K0.02%-10713F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,322$531K0.1%+2013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,320$530K0.2%new13F-HRTimeline
Financial Guidance Group, Inc.1,320$530K0.29%013F-HRTimeline
Mosley Wealth Management1,294$530K0.33%-3213F-HRTimeline
One Day In July LLC1,319$530K0.06%+30913F-HRTimeline
Coordinated Financial Services, Inc.1,315$528K0.41%13F-HRTimeline
Nilsine Partners, LLC1,313$527K0.06%013F-HRTimeline
Redmond Asset Management, LLC1,313$527K0.13%-38113F-HRTimeline
D.B. Root & Company, LLC1,308$525K0.17%013F-HRTimeline
DecisionPoint Financial, LLC1,308$525K0.16%013F-HRTimeline
Lakeridge Wealth Management LLC1,304$524K0.27%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,303$523K0.17%013F-HRTimeline
Collar Capital Management, LLC1,300$522K0.43%13F-HRTimeline
IAG Wealth Partners, LLC1,297$521K0.09%-313F-HRTimeline
Sugarloaf Wealth Management, LLC1,293$519K0.1%013F-HRTimeline
Pillar Financial Advisors, LLC1,290$518K0.4%13F-HRTimeline
Wise Wealth Partners1,288$517K1.28%13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,285$516K0.31%+8813F-HRTimeline
Root Financial Partners, LLC1,280$514K0.06%-27413F-HRTimeline
Schonfeld Strategic Advisors LLC1,273$511K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT1,272$511K0.02%+813F-HRTimeline
PEOPLES BANK /OH1,270$510K0.3%-15413F-HRTimeline
Eagle Bay Advisors LLC1,270$510K0.32%013F-HRTimeline
Pathway Financial Advisors LLC1,269$510K0.12%-15013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,262$507K0.14%13F-HRTimelineGroup