Skip to content
Disclosery

IWF ISHARES TR

Follow

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
Texas Yale Capital Corp.1,808$653K0.03%013F-HRTimeline
Reynders McVeigh Capital Management, LLC1,805$652K0.04%-313F-HRTimeline
Taylor & Morgan Wealth Management, LLC1,804$651K0.49%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,798$649K0.23%-6513F-HRTimeline
Stanley-Laman Group, Ltd.1,797$649K0.1%013F-HRTimeline
Baring Financial LLC1,796$648K0.54%-17013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …1,794$648K0.09%013F-HRTimeline
Well Done, LLC1,612$647K0.12%013F-HRTimeline
WARNER FINANCIAL, INC1,790$647K0.29%-613F-HRTimeline
Lionshead Wealth Management, LLC1,790$647K0.67%-1,58513F-HRTimeline
Bridgewater Advisors Inc.1,763$647K0.06%new13F-HRTimeline
Blue Barn Wealth, LLC1,790$646K0.34%013F-HRTimeline
ORG Partners LLC1,781$646K0.16%+55513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,780$643K0.17%013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,773$640K<0.01%-61113F-HRTimeline
Bell Bank1,766$638K0.03%013F-HRTimeline
Mason Investment Advisory Services, Inc.1,765$637K0.04%-1713F-HRTimeline
Bristlecone Advisors, LLC1,764$637K0.05%-26513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,755$634K0.18%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,755$634K0.1%13F-HRTimelineGroup
Family Investment Center, Inc.1,753$633K0.15%-813F-HRTimeline
waypoint wealth counsel1,751$632K0.4%-11013F-HRTimeline
Barnett & Company, Inc.1,747$631K0.53%-7513F-HRTimeline
MAIRS & POWER INC1,746$630K0.01%013F-HRTimeline
Ariadne Wealth Management, LP1,674$627K0.33%-13113F-HRTimeline
Burton Enright Welch1,733$626K0.13%013F-HRTimeline
Trexquant Investment LP1,731$625K0.01%+67813F-HRTimeline
Francis Financial, Inc.1,731$625K0.15%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,728$624K0.39%013F-HRTimeline
Goldstone Financial Group, LLC1,720$621K0.09%-83013F-HRTimeline
NOVUS ADVISORS, LLC1,720$621K0.63%-4313F-HRTimeline
Tyche Wealth Partners LLC1,717$620K0.13%-2613F-HRTimeline
Cable Hill Partners, LLC1,679$616K0.06%-13913F-HRTimeline
Financial Insights, Inc.1,703$615K0.24%-1,57213F-HRTimeline
Milestone Asset Management Group, LLC1,703$615K0.56%+113F-HRTimeline
O'ROURKE & COMPANY, Inc1,700$614K0.3%-2313F-HRTimeline
Aries Wealth Management1,699$613K0.17%-7113F-HRTimeline
Cornell Pochily Investment Advisors, In…1,695$612K0.22%013F-HRTimeline
Signal Advisors Wealth, LLC1,694$612K0.06%+78913F-HRTimeline
Vantage Financial Partners, LLC1,691$611K0.15%-1213F-HRTimeline
Commonwealth Retirement Investments LLC1,674$604K0.25%013F-HRTimeline
Probity Advisors, Inc.1,671$603K0.12%+5413F-HRTimeline
Matthew Goff Investment Advisor, LLC1,662$600K0.11%013F-HRTimeline
Montis Financial, LLC1,658$599K0.18%+65313F-HRTimeline
Facet Wealth, Inc.1,579$592K0.02%+65713F-HRTimeline
Left Brain Wealth Management, LLC1,635$590K0.26%-12013F-HRTimeline
Poehling Capital Management, INC.1,632$589K0.15%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,628$588K<0.01%-85613F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,625$587K0.03%-27113F-HRTimelineGroup
Sandy Cove Advisors, LLC1,623$586K0.24%+4313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,621$585K0.21%-48513F-HRTimeline
Jentner Corp1,620$585K0.18%-3913F-HRTimeline
Clarity Wealth Advisors, LLC1,616$584K0.16%-7413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,707$583K0.36%-4013F-HRTimeline
S&CO INC1,617$583K0.04%-1013F-HRTimeline
Pinion Investment Advisors, LLC1,613$582K0.13%-1213F-HRTimeline
GoalVest Advisory LLC1,613$582K0.16%-1213F-HRTimeline
JB Capital LLC1,611$582K0.03%+11413F-HRTimeline
Hudson Capital Management LLC1,605$580K0.18%-91013F-HRTimeline
Dempze Nancy E1,600$578K0.35%013F-HRTimeline
MFA WEALTH ADVISORS, LLC1,600$578K0.14%013F-HRTimeline
Kathmere Capital Management, LLC1,588$573K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC1,584$572K0.09%013F-HRTimeline
OBSIDIAN CIO, LLC1,582$571K0.09%+1013F-HRTimeline
Catalina Capital Group, LLC1,582$571K0.38%-4,24913F-HRTimeline
Root Financial Partners, LLC1,580$570K0.06%+30013F-HRTimeline
Ironwood Investment Counsel, LLC1,579$570K0.1%-14013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,578$570K0.54%+213F-HRTimeline
Global Trust Asset Management, LLC1,577$570K0.35%-4,96313F-HRTimeline
Waterloo Capital, L.P.1,574$568K0.05%+4113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,573$568K0.11%013F-HRTimeline
Journey Advisory Group, LLC1,572$568K0.05%+1113F-HRTimeline
Vawter Financial, Ltd.1,563$564K0.32%-20913F-HRTimeline
ROCKLAND TRUST CO1,560$563K0.03%-25013F-HRTimeline
Beverly Hills Private Wealth, LLC1,560$563K0.11%013F-HRTimeline
Mattern Wealth Management LLC1,557$562K0.12%-8013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,554$561K0.09%-69513F-HRTimeline
Twele Capital Management, Inc.1,553$561K0.12%-313F-HRTimeline
Advisor Resource Council3,658$560K0.05%new13F-HRTimeline
Compass Ion Advisors, LLC1,551$560K0.07%013F-HRTimeline
LMCG INVESTMENTS, LLC1,543$557K0.04%-48513F-HRTimeline
Altus Wealth Management, LLC1,543$557K0.26%013F-HRTimeline
Revisor Wealth Management LLC1,540$556K0.25%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,536$555K0.04%-813F-HRTimeline
Hartford Financial Management Inc.1,532$553K0.11%+12013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,529$552K0.43%013F-HRTimeline
JFG Wealth Management, LLC1,527$551K0.13%-5,18813F-HRTimeline
American Money Management, LLC1,522$550K0.1%-9213F-HRTimeline
Requisite Capital Management, LLC1,522$550K0.12%new13F-HRTimeline
EASTERN BANK1,520$549K0.01%-16513F-HRTimeline
Tyler-Stone Wealth Management1,520$549K0.1%013F-HRTimeline
McNamara Financial Services, Inc.1,518$548K0.12%+26313F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,512$546K0.27%-613F-HRTimeline
Ardent Capital Management, Inc.1,510$545K0.24%013F-HRTimeline
DAGCO, INC.1,507$544K0.18%+3513F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC1,506$544K0.04%-2413F-HRTimeline
North Star Investment Management Corp.1,505$543K0.04%+18013F-HRTimeline
PLANNING DIRECTIONS INC1,502$542K0.23%new13F-HRTimeline
Orin Green Financial, LLC1,630$542K0.26%new13F-HRTimeline
Richardson Capital Management LLC1,501$542K0.34%+4713F-HRTimeline
Cardinal Strategic Wealth Guidance1,498$541K0.17%-7013F-HRTimeline
Planning Center, Inc.1,497$541K0.06%+77413F-HRTimeline
Empire Financial Management Company, LLC1,492$539K0.17%-15513F-HRTimeline
New Republic Capital, LLC1,477$533K0.23%-1813F-HRTimeline
New Millennium Group LLC1,476$533K0.35%013F-HRTimeline
Landmark Wealth Management, LLC1,473$532K0.23%013F-HRTimeline
Point Windward Advisors Inc.1,471$531K0.21%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI1,465$529K0.06%013F-HRTimeline
Liberty Capital Management, Inc.1,465$529K0.12%-813F-HRTimeline
BKM Wealth Management, LLC1,460$527K0.22%-5313F-HRTimeline
Charter Oak Capital Management, LLC1,459$527K0.05%-7913F-HRTimeline
Stone Summit Wealth LLC1,458$526K0.18%-27713F-HRTimeline
PACK Private Wealth, LLC1,456$526K0.31%013F-HRTimeline
GGM Financial LLC1,454$525K0.36%+113F-HRTimeline
AGH Wealth Advisors, LLC1,450$524K0.51%013F-HRTimeline
NWF Advisory Services Inc.1,445$522K0.07%+6013F-HRTimeline
Woodward Financial Advisors, Inc.1,443$521K0.25%013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,440$520K0.32%+15513F-HRTimeline
Harbor Group, Inc.1,436$519K0.1%+23313F-HRTimeline
Precision Wealth Strategies, LLC1,432$517K0.4%013F-HRTimeline
WEBSTER BANK, N. A.1,430$516K0.06%013F-HRTimeline
MCF Advisors LLC1,429$516K0.04%013F-HRTimeline
GFG Capital, LLC1,429$516K0.16%-36213F-HRTimeline
Peachtree Investment Partners, LLC1,427$515K0.2%+113F-HRTimeline
Financial Life Planners1,427$515K0.5%-513F-HRTimeline
Wealth Management Partners, LLC1,425$515K0.24%+7913F-HRTimeline
Royal Harbor Partners, LLC1,423$514K0.2%013F-HRTimeline
Kovack Advisors, Inc.1,420$513K0.05%-33513F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,419$512K0.01%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc1,418$512K0.62%new13F-HRTimeline
LGL PARTNERS, LLC1,412$510K0.25%+113F-HRTimeline
Everstar Asset Management, LLC1,410$509K0.34%-70613F-HR/ATimeline
Alliance Wealth Advisors, LLC1,407$508K0.3%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,405$507K0.02%-30713F-HRTimeline
One Day In July LLC1,405$507K0.05%+8613F-HRTimeline
Olde Wealth Management, LLC1,405$507K0.18%013F-HRTimeline
BOSTON FAMILY OFFICE LLC1,403$507K0.04%013F-HRTimeline
North Capital, Inc.1,398$505K0.48%13F-HRTimeline
ESL Trust Services, LLC1,393$503K0.11%-8513F-HRTimeline
Cahill Wealth Management, LLC1,390$502K0.26%013F-HRTimeline
FSM Wealth Advisors, LLC1,389$502K0.11%new13F-HRTimeline
Heritage Investment Group, Inc.1,389$502K0.09%013F-HRTimeline
Cardinal Point Capital Management ULC1,389$502K0.05%+44013F-HRTimeline
New Age Alpha Advisors, LLC1,386$500K0.02%-1,50913F-HRTimeline
Valtrion Capital Management, LLC1,372$495K0.67%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,370$495K0.01%013F-HR/ATimelineGroup
TRUST CO OF VERMONT1,367$494K0.02%+9513F-HRTimeline
Gilbert & Cook, Inc.1,367$494K0.07%013F-HRTimeline
SFMG, LLC1,362$492K0.04%-6713F-HRTimeline
Moser Wealth Advisors, LLC1,362$492K0.26%new13F-HRTimeline
Legacy Private Trust Co.1,362$492K0.03%-1013F-HRTimeline
Planned Solutions, Inc.1,361$492K0.2%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC1,361$491K0.13%+113F-HRTimeline
Wise Wealth Partners1,359$491K1.17%+7113F-HRTimeline
Family Firm, Inc.1,355$489K0.11%+213F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,352$488K0.08%-313F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,350$487K0.1%013F-HRTimeline
Formidable Asset Management, LLC1,348$487K0.08%-1113F-HRTimeline
WORLD EQUITY GROUP, INC.1,347$487K0.14%-1,02513F-HRTimeline
Reliant Wealth Planning1,347$486K0.22%013F-HRTimeline
Compass Wealth Management LLC1,340$484K0.12%-5013F-HRTimeline
360 Financial, Inc.1,339$484K0.18%-3513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,330$480K<0.01%-56113F-HRTimelineGroup
PKS Advisory Services, LLC1,328$480K0.13%-36313F-HRTimeline
MontVue Capital Management, Inc.1,328$479K0.38%-17113F-HRTimeline
Praetorian Wealth Management, Inc.1,327$479K0.12%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,326$479K0.18%013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,325$478K0.04%-6313F-HRTimeline
Global Wealth Management Investment Adv…1,323$478K0.1%+6613F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,322$477K0.1%013F-HRTimeline
Cypress Wealth Services, LLC1,321$477K0.1%-12513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,320$477K0.19%013F-HRTimeline
Financial Guidance Group, Inc.1,320$477K0.26%013F-HRTimeline
Horizon Investment Services, LLC1,319$476K0.23%-1313F-HRTimeline
Penobscot Investment Management Company…1,316$475K0.04%new13F-HRTimeline
DecisionPoint Financial, LLC1,308$472K0.14%013F-HRTimeline
Rappaport Reiches Capital Management, L…1,307$472K0.12%+8013F-HRTimeline
JPL Wealth Management, LLC1,305$471K0.13%-27413F-HR/ATimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,303$471K0.14%013F-HRTimeline
Maridea Wealth Management LLC1,302$470K0.15%-36313F-HRTimeline
MOTCO1,302$470K0.05%-27213F-HRTimeline
Collar Capital Management, LLC1,300$469K0.43%013F-HRTimeline
Millstone Evans Group, LLC1,299$469K0.32%+1,14713F-HRTimeline
Lakeridge Wealth Management LLC1,298$469K0.23%-613F-HRTimeline
IAG Wealth Partners, LLC1,294$467K0.07%-313F-HRTimeline
Mission Creek Capital Partners, Inc.1,291$466K0.11%-4513F-HRTimeline
Pillar Financial Advisors, LLC1,290$466K0.35%013F-HRTimeline
Ashford Advisors, LLC1,290$466K0.12%new13F-HRTimeline
Rice Partnership, LLC1,280$462K0.09%-38213F-HRTimeline
Impact Partnership Wealth, LLC1,275$461K0.1%+10613F-HRTimeline
D.B. Root & Company, LLC1,275$460K0.15%-3313F-HRTimeline
Legacy Wealth Management, LLC1,274$460K0.03%+1413F-HRTimeline
Eagle Bay Advisors LLC1,270$459K0.39%013F-HRTimeline
Edge Financial Advisors LLC1,264$456K0.29%+46313F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,262$456K0.13%013F-HR/ATimelineGroup
Pathway Financial Advisors LLC1,261$455K0.08%-813F-HRTimeline
Wayfinding Financial, LLC1,253$452K0.2%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,251$452K0.03%+10513F-HRTimeline
Portland Global Advisors LLC1,249$451K0.06%013F-HRTimeline
PEOPLES BANK /OH1,246$450K0.3%-2413F-HRTimeline