IWF ISHARES TR

STOK (fund)

2,280 managers (2,303 13F filers) reported a position in IWF shares at 2025-06-30, 197,179,133 shares in all. 165 filers opened a position and 79 filers sold out during the quarter.

Managers: 2,280
13F filers: 2,303
New: 165
Added: 697
Reduced: 836
Sold out: 79
Shares held by filers: 197,179,133

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Stanley-Laman Group, Ltd.	1,797	$763K	0.11%	0	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	1,796	$763K	0.17%	+890	13F-HR Timeline
Baring Financial LLC	1,796	$763K	0.57%	0	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,794	$762K	0.1%	0	13F-HR Timeline
WARNER FINANCIAL, INC	1,792	$761K	0.31%	+2	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	1,781	$756K	0.01%	new	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	1,779	$755K	0.05%	-200	13F-HR Timeline Group
INTEGRITY ALLIANCE, LLC.	1,779	$755K	0.04%	-1,949	13F-HR Timeline
Retirement Solution LLC	1,772	$752K	0.19%	new	13F-HR/A Timeline
Promus Capital, LLC	1,766	$750K	0.49%	+1,356	13F-HR/A Timeline
Mason Investment Advisory Services, Inc.	1,766	$750K	0.04%	+1	13F-HR Timeline
Bristlecone Advisors, LLC	1,764	$749K	0.06%	0	13F-HR Timeline
Facet Wealth, Inc.	1,697	$747K	0.02%	+118	13F-HR Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	1,751	$743K	<0.01%	-97	13F-HR Timeline Group
Reynders McVeigh Capital Management, LLC	1,751	$743K	0.04%	-54	13F-HR Timeline
Alpha Cubed Investments, LLC	1,747	$742K	0.03%	-141	13F-HR Timeline
MAIRS & POWER INC	1,746	$741K	0.01%	0	13F-HR Timeline
Family Investment Center, Inc.	1,741	$739K	0.17%	-12	13F-HR Timeline
waypoint wealth counsel	1,733	$736K	0.36%	-18	13F-HR Timeline
Burton Enright Welch	1,733	$736K	0.13%	0	13F-HR Timeline
Francis Financial, Inc.	1,731	$735K	0.17%	0	13F-HR Timeline
Barnett & Company, Inc.	1,729	$734K	0.58%	-18	13F-HR Timeline
Lauterbach Financial Advisors, LLC	1,728	$734K	0.4%	0	13F-HR Timeline
Goldstone Financial Group, LLC	1,713	$734K	0.1%	-7	13F-HR Timeline
Beaird Harris Wealth Management, LLC	1,725	$732K	0.06%	-86	13F-HR Timeline
NWF Advisory Services Inc.	1,725	$732K	0.09%	+280	13F-HR Timeline
Kingstone Capital Partners Texas, LLC	1,723	$731K	0.48%	-748	13F-HR/A Timeline
LOGAN CAPITAL MANAGEMENT INC	1,710	$726K	0.03%	-8,034	13F-HR Timeline
BKM Wealth Management, LLC	1,707	$725K	0.28%	+247	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	1,707	$725K	0.33%	0	13F-HR Timeline
Milestone Asset Management Group, LLC	1,703	$723K	0.54%	0	13F-HR Timeline
Cornell Pochily Investment Advisors, In…	1,700	$722K	0.24%	+5	13F-HR Timeline
Bell Bank	1,700	$722K	0.03%	-66	13F-HR Timeline
RENAISSANCE TECHNOLOGIES LLC	1,700	$722K	<0.01%	new	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	1,691	$718K	0.04%	+155	13F-HR Timeline
O'ROURKE & COMPANY, Inc	1,686	$716K	0.33%	-14	13F-HR Timeline
Ariadne Wealth Management, LP	1,589	$715K	0.34%	-85	13F-HR Timeline
Csenge Advisory Group	1,789	$715K	0.04%	-173	13F-HR Timeline
Tyche Wealth Partners LLC	1,681	$714K	0.14%	-36	13F-HR Timeline
Precision Wealth Strategies, LLC	1,677	$712K	0.23%	+245	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	1,675	$711K	0.18%	-80	13F-HR Timeline
Commonwealth Retirement Investments LLC	1,674	$711K	0.27%	0	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	1,674	$710K	0.05%	-2,167	13F-HR Timeline
Headlands Technologies LLC	1,672	$710K	0.09%	+926	13F-HR Timeline
SACHEM HILL LLC	1,669	$709K	0.14%	-200	13F-HR Timeline
Peak Planning Group, LLC	1,663	$706K	0.45%	-878	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	1,662	$706K	0.13%	0	13F-HR Timeline
JB Capital LLC	1,656	$703K	0.03%	+45	13F-HR Timeline
Capital Investment Counsel, LLC	1,643	$698K	0.11%	new	13F-HR Timeline
Montis Financial, LLC	1,642	$697K	0.19%	-16	13F-HR Timeline
Left Brain Wealth Management, LLC	1,635	$694K	0.24%	0	13F-HR Timeline
Poehling Capital Management, INC.	1,632	$693K	0.16%	0	13F-HR Timeline
Orin Green Financial, LLC	1,630	$692K	0.29%	0	13F-HR Timeline
Journey Advisory Group, LLC	1,627	$691K	0.05%	+55	13F-HR Timeline
SAGE PRIVATE WEALTH GROUP, LLC	1,626	$691K	0.44%	+505	13F-HR Timeline
Financial Insights, Inc.	1,625	$690K	0.25%	-78	13F-HR Timeline
FIRST MERCHANTS CORP	1,624	$690K	0.03%	-746	13F-HR Timeline
North Berkeley Wealth Management, LLC	1,621	$688K	0.63%	-226	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	1,621	$688K	0.22%	0	13F-HR Timeline
Joel Adams & Associates, Inc.	1,619	$688K	0.61%	+834	13F-HR Timeline
MFA WEALTH ADVISORS, LLC	1,619	$687K	0.16%	+19	13F-HR Timeline
Jentner Corp	1,616	$686K	0.18%	-4	13F-HR Timeline
PKS Advisory Services, LLC	1,615	$686K	0.17%	+287	13F-HR Timeline
Moors & Cabot, Inc.	1,615	$686K	0.03%	+371	13F-HR Timeline
Pinion Investment Advisors, LLC	1,613	$685K	0.24%	0	13F-HR Timeline
GoalVest Advisory LLC	1,613	$685K	0.17%	0	13F-HR Timeline
Well Done, LLC	1,612	$684K	0.13%	0	13F-HR Timeline
Hudson Capital Management LLC	1,605	$681K	0.19%	0	13F-HR Timeline
Astoria Portfolio Advisors LLC.	1,554	$680K	0.19%	+652	13F-HR Timeline
S&CO INC	1,602	$680K	0.04%	-15	13F-HR Timeline
Dempze Nancy E	1,600	$679K	0.39%	0	13F-HR Timeline
Clarity Wealth Advisors, LLC	1,596	$678K	0.17%	-20	13F-HR Timeline
OBSIDIAN CIO, LLC	1,590	$675K	0.1%	+8	13F-HR Timeline
BankPlus Trust Departmentgroup of 2 filers holding	1,587	$674K		+460	Timeline BankPlus Trust Department: 1,033 (0.13%) 13F-HR BankPlus Wealth Management LLC: 554 (0.16%) 13F-HR
UPTICK PARTNERS, LLC	1,582	$672K	0.19%	+509	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	1,579	$671K	0.55%	+1	13F-HR Timeline
Global Trust Asset Management, LLC	1,577	$670K	0.36%	0	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	1,573	$668K	0.12%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	1,572	$667K	0.1%	-12	13F-HR Timeline
ROCKLAND TRUST CO	1,560	$662K	0.03%	0	13F-HR Timeline
Beverly Hills Private Wealth, LLC	1,560	$662K	0.12%	0	13F-HR Timeline
Mattern Wealth Management LLC	1,557	$661K	0.14%	0	13F-HR Timeline
Twele Capital Management, Inc.	1,553	$659K	0.13%	0	13F-HR Timeline
Compass Ion Advisors, LLC	1,551	$659K	0.07%	0	13F-HR Timeline
LMCG INVESTMENTS, LLC	1,543	$655K	0.04%	0	13F-HR Timeline
Altus Wealth Management, LLC	1,543	$655K	0.31%	0	13F-HR Timeline
Hartford Financial Management Inc.	1,532	$650K	0.18%	0	13F-HR Timeline
CATALYST PRIVATE WEALTH, LLC	1,531	$650K	0.29%	+19	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	1,529	$649K	0.46%	0	13F-HR Timeline
JFG Wealth Management, LLC	1,527	$648K	0.14%	0	13F-HR Timeline
LRI Investments, LLC	1,522	$646K	0.05%	-1,049	13F-HR Timeline
Requisite Capital Management, LLC	1,522	$646K	0.14%	0	13F-HR Timeline
Tyler-Stone Wealth Management	1,520	$645K	0.1%	0	13F-HR Timeline
McNamara Financial Services, Inc.	1,518	$645K	0.13%	0	13F-HR Timeline
Capital Advantage, Inc.	1,515	$643K	0.1%	-880	13F-HR Timeline
Ardent Capital Management, Inc.	1,510	$641K	0.31%	0	13F-HR Timeline
DAGCO, INC.	1,507	$640K	0.18%	0	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	1,504	$639K	0.56%	-312	13F-HR/A Timeline
Richardson Capital Management LLC	1,501	$637K	0.33%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	1,497	$636K	0.05%		13F-HR Timeline
Ironwood Investment Counsel, LLC	1,486	$631K	0.1%	-93	13F-HR Timeline
American Money Management, LLC	1,481	$629K	0.11%	-41	13F-HR Timeline
360 Financial, Inc.	1,478	$628K	0.2%	+139	13F-HR Timeline
New Millennium Group LLC	1,476	$627K	0.35%	0	13F-HR Timeline
LGL PARTNERS, LLC	1,414	$625K	0.28%	+2	13F-HR Timeline
Landmark Wealth Management, LLC	1,473	$625K	0.27%	0	13F-HR Timeline
Point Windward Advisors Inc.	1,471	$625K	0.28%	0	13F-HR Timeline
Liberty Capital Management, Inc.	1,465	$622K	0.13%	0	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	1,465	$622K	0.06%	0	13F-HR Timeline
Charter Oak Capital Management, LLC	1,459	$619K	0.05%	0	13F-HR Timeline
Daner Wealth Management, LLC	1,375	$619K	0.43%		13F-HR Timeline
Stone Summit Wealth LLC	1,458	$619K	0.19%	0	13F-HR Timeline
PACK Private Wealth, LLC	1,456	$618K	0.33%	0	13F-HR Timeline
INVICTUS PRIVATE WEALTH, LLC	1,454	$617K	0.04%	-52	13F-HR Timeline
Net Worth Advisory Group	1,454	$617K	0.14%	+228	13F-HR Timeline
Rice Partnership, LLC	1,450	$616K	0.11%	+170	13F-HR Timeline
AGH Wealth Advisors, LLC	1,450	$616K	0.51%	0	13F-HR Timeline
Advyzon Investment Management, LLC	1,448	$615K	0.14%	new	13F-HR Timeline
Woodward Financial Advisors, Inc.	1,443	$613K	0.25%	0	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	1,441	$612K	0.33%	+1	13F-HR Timeline
Harbor Group, Inc.	1,437	$610K	0.11%	+1	13F-HR Timeline
Kovack Advisors, Inc.	1,437	$610K	0.06%	+17	13F-HR Timeline
Warren Street Wealth Advisors, LLC	1,433	$608K	0.2%	+742	13F-HR Timeline
Catalina Capital Group, LLC	1,430	$607K	0.41%	-152	13F-HR Timeline
MCF Advisors LLC	1,429	$607K	0.04%	0	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,426	$606K	0.03%	+217	13F-HR Timeline
SMI Advisory Services, LLC	1,403	$605K	0.12%	new	13F-HR Timeline
Strategic Financial Concepts, LLC	1,424	$604K	0.09%	-521	13F-HR Timeline
Royal Harbor Partners, LLC	1,423	$604K	0.22%	0	13F-HR Timeline
SHELTON CAPITAL MANAGEMENT	1,419	$602K	0.01%	0	13F-HR Timeline
New England Professional Planning Group…	1,417	$602K	0.27%	+619	13F-HR Timeline
Wealth Management Partners, LLC	1,414	$601K	0.21%	-11	13F-HR Timeline
NOVUS ADVISORS, LLC	1,416	$601K	0.92%	-304	13F-HR Timeline
Valtrion Capital Management, LLC	1,416	$601K	0.72%	+44	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	1,414	$600K	0.11%	+92	13F-HR Timeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA	1,412	$600K	0.04%	new	13F-HR Timeline Group
WORLD EQUITY GROUP, INC.	1,412	$600K	0.16%	+65	13F-HR Timeline
Everstar Asset Management, LLC	1,410	$599K	0.37%	0	13F-HR Timeline
Peachtree Investment Partners, LLC	1,408	$598K	0.23%	-19	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	1,403	$596K	0.04%	0	13F-HR Timeline
Vantage Financial Partners, LLC	1,403	$596K	0.14%	-288	13F-HR Timeline
Trek Financial, LLC	1,401	$595K	0.04%	+507	13F-HR Timeline
Alliance Wealth Advisors, LLC	1,397	$593K	0.32%	-10	13F-HR Timeline
IAG Wealth Partners, LLC	1,395	$592K	0.08%	+101	13F-HR Timeline
North Capital, Inc.	1,391	$591K	0.51%	-7	13F-HR Timeline
Heritage Investment Group, Inc.	1,389	$590K	0.1%	0	13F-HR Timeline
Cardinal Point Capital Management ULC	1,389	$590K	0.05%	0	13F-HR Timeline
Financial Life Planners	1,387	$589K	0.48%	-40	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	1,380	$586K	0.27%	+663	13F-HR Timeline Group
Accurate Wealth Management, LLC	1,366	$586K	0.09%	+325	13F-HR Timeline
SENTINEL WEALTH MANAGEMENT, INC.	1,373	$583K	0.55%		13F-HR/A Timeline
RPG Investment Advisory, LLC	1,372	$583K	0.07%	-1,406	13F-HR Timeline
New Age Alpha Advisors, LLC	1,371	$582K	0.03%	-15	13F-HR Timeline
Maridea Wealth Management LLC	1,369	$581K	0.15%	+67	13F-HR Timeline
Gilbert & Cook, Inc.	1,367	$580K	0.08%	0	13F-HR Timeline
Kendall Capital Management	1,365	$580K	0.15%	-825	13F-HR Timeline
Signal Advisors Wealth, LLC	1,364	$579K	0.05%	-330	13F-HR Timeline
SFMG, LLC	1,362	$578K	0.04%	0	13F-HR Timeline
Moser Wealth Advisors, LLC	1,362	$578K	0.28%	0	13F-HR Timeline
Legacy Private Trust Co.	1,362	$578K	0.04%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	1,359	$578K	0.09%	-30	13F-HR Timeline
Safeguard Investment Advisory Group, LLC	1,361	$578K	0.14%	0	13F-HR Timeline
WEBSTER BANK, N. A.	1,358	$577K	0.06%	-72	13F-HR Timeline
Kraft, Davis & Associates, LLC	1,306	$576K	0.16%	-7,477	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	1,355	$575K	0.02%	-50	13F-HR Timeline
MOTCO	1,306	$575K	0.06%	+4	13F-HR Timeline
ESL Trust Services, LLC	1,353	$574K	0.12%	-40	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	1,353	$574K	0.09%	+1	13F-HR Timeline
BOURGEON CAPITAL MANAGEMENT LLC	1,350	$573K	0.11%	0	13F-HR Timeline
Reliant Wealth Planning	1,347	$572K	0.22%	0	13F-HR Timeline
Elwood & Goetz Wealth Advisory Group, L…	1,345	$571K	0.12%	+221	13F-HR Timeline
EASTERN BANK	1,344	$571K	0.01%	-176	13F-HR Timeline
Compass Wealth Management LLC	1,340	$569K	0.14%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	1,338	$568K	0.03%	+87	13F-HR Timeline
OAK RIDGE INVESTMENTS LLC	1,337	$568K	0.04%	new	13F-HR Timeline
Impact Partnership Wealth, LLC	1,337	$568K	0.1%	+62	13F-HR Timeline
RAINIER FAMILY WEALTH INC	1,332	$566K	0.57%	+148	13F-HR Timeline
Empire Financial Management Company, LLC	1,331	$565K	0.16%	-161	13F-HR Timeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD	1,330	$565K	<0.01%	0	13F-HR Timeline Group
MontVue Capital Management, Inc.	1,328	$564K	0.4%	0	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	1,326	$563K	0.19%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	1,325	$563K	0.04%	0	13F-HR Timeline
Global Wealth Management Investment Adv…	1,322	$561K	0.11%	-1	13F-HR Timeline
JT Stratford LLC	1,322	$561K	0.08%	new	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	1,320	$560K	0.2%	0	13F-HR Timeline
Financial Guidance Group, Inc.	1,320	$560K	0.27%	0	13F-HR Timeline
Horizon Investment Services, LLC	1,319	$560K	0.25%	0	13F-HR Timeline
JPL Wealth Management, LLC	1,305	$554K	0.15%	0	13F-HR Timeline
Cardinal Strategic Wealth Guidance	1,304	$554K	0.16%	-194	13F-HR Timeline
Penobscot Investment Management Company…	1,303	$553K	0.05%	-13	13F-HR Timeline
Stonebrook Private Inc.	1,300	$552K	0.13%	+610	13F-HR Timeline
Collar Capital Management, LLC	1,300	$552K	0.46%	0	13F-HR Timeline
Millstone Evans Group, LLC	1,299	$552K	0.38%	0	13F-HR Timeline
Wayfinding Financial, LLC	1,253	$551K	0.25%	0	13F-HR Timeline
Mayflower Financial Advisors, LLC	1,296	$550K	0.08%	-736	13F-HR Timeline
Pillar Financial Advisors, LLC	1,290	$548K	0.38%	0	13F-HR Timeline
Gemmer Asset Management LLC	1,284	$545K	0.05%	+388	13F-HR Timeline
Waterloo Capital, L.P.	1,283	$545K	0.04%	-291	13F-HR Timeline
GWN SECURITIES INC.	1,277	$543K	0.1%	-4,364	13F-HR Timeline
Impact Capital Partners LLC	1,275	$541K	0.18%	+46	13F-HR Timeline