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Disclosery

IWF ISHARES TR

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STOK (fund)

2,335 managers (2,358 13F filers) reported a position in IWF shares at 2025-09-30, 194,425,570 shares in all. 125 filers opened a position and 62 filers sold out during the quarter.

Managers
2,335
13F filers
2,358
New
125
Added
667
Reduced
883
Sold out
62
Shares held by filers
194,425,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Greenhouse Wealth Management, LLC1,833$859K0.52%-313F-HRTimeline
Gray Private Wealth, LLC1,830$857K0.43%-11813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,829$857K0.27%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,818$852K0.18%-613F-HRTimeline
Sunpointe, LLC1,817$851K0.31%013F-HRTimeline
Stonehearth Capital Management, LLC1,812$849K0.33%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC1,804$845K0.52%013F-HRTimeline
Cardinal Point Capital Management ULC1,802$844K0.06%+41313F-HRTimeline
Capital Wealth Alliance, LLC1,800$843K0.42%-35713F-HRTimeline
Asset Allocation Strategies LLC1,799$843K0.17%-7113F-HRTimeline
Stanley-Laman Group, Ltd.1,797$842K0.12%013F-HRTimeline
WARNER FINANCIAL, INC1,793$840K0.31%+113F-HRTimeline
JB Capital LLC1,781$834K0.04%+12513F-HRTimeline
Legacy Capital Wealth Partners, LLC1,778$833K0.18%-1813F-HRTimeline
WEALTH ALLIANCE, LLC1,778$833K0.09%+1,21613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,777$832K0.26%-2113F-HRTimeline
Promus Capital, LLC1,766$827K0.53%013F-HRTimeline
Mason Investment Advisory Services, Inc.1,766$827K0.04%013F-HRTimeline
Retirement Solution LLC1,764$826K0.2%-813F-HR/ATimeline
Bristlecone Advisors, LLC1,764$826K0.07%013F-HRTimeline
Reynders McVeigh Capital Management, LLC1,751$820K0.04%013F-HRTimeline
Alpha Cubed Investments, LLC1,747$818K0.03%013F-HRTimeline
DSG Capital Advisors, LLC1,744$817K0.13%-9,39613F-HRTimeline
Beaird Harris Wealth Management, LLC1,740$815K0.06%+1513F-HRTimeline
Family Investment Center, Inc.1,737$814K0.17%-413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,735$813K<0.01%-22513F-HRTimelineGroup
Pine Haven Investment Counsel, Inc1,735$813K0.59%new13F-HRTimeline
PKS Advisory Services, LLC1,734$812K0.17%+11913F-HRTimeline
Burton Enright Welch1,733$812K0.12%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,728$809K0.41%013F-HRTimeline
Kingstone Capital Partners Texas, LLC1,724$808K0.47%+113F-HR/ATimeline
NWF Advisory Services Inc.1,725$808K0.09%013F-HRTimeline
Bridgewater Advisors Inc.1,708$806K0.06%-5513F-HRTimeline
Bell Bank1,721$806K0.03%+2113F-HRTimeline
Barnett & Company, Inc.1,720$806K0.62%-913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,707$800K0.32%013F-HRTimeline
Milestone Asset Management Group, LLC1,704$798K0.5%+113F-HRTimeline
Cornell Pochily Investment Advisors, In…1,700$797K0.24%013F-HRTimeline
CAMDEN NATIONAL BANK1,697$795K0.11%-19813F-HRTimeline
Vawter Financial, Ltd.1,690$792K0.36%new13F-HR/ATimeline
Journey Advisory Group, LLC1,687$790K0.06%+6013F-HRTimeline
Goldstone Financial Group, LLC1,685$789K0.09%-2813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,685$789K0.05%-9413F-HRTimelineGroup
waypoint wealth counsel1,683$789K0.31%-5013F-HRTimeline
Parkshore Wealth Management, Inc.1,681$787K0.32%-1,05813F-HRTimeline
Precision Wealth Strategies, LLC1,677$786K0.25%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,675$785K0.18%013F-HRTimeline
Commonwealth Retirement Investments LLC1,674$784K0.27%013F-HRTimeline
SACHEM HILL LLC1,669$782K0.16%013F-HRTimeline
Financial Insights, Inc.1,666$780K0.26%+4113F-HRTimeline
Peak Planning Group, LLC1,663$779K0.41%013F-HRTimeline
Matthew Goff Investment Advisor, LLC1,662$778K0.13%013F-HRTimeline
Cache Advisors, LLC1,659$777K0.14%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,650$773K0.28%-87013F-HRTimeline
Joel Adams & Associates, Inc.1,650$773K0.62%+3113F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding1,647$772K+60Timeline
FIRST AMERICAN TRUST, FSB1,647$772K0.06%+32213F-HRTimeline
Pinion Investment Advisors, LLC1,613$770K0.21%013F-HRTimeline
Glen Eagle Advisors, LLC1,638$767K0.11%+6613F-HRTimeline
Poehling Capital Management, INC.1,632$764K0.16%013F-HRTimeline
Orin Green Financial, LLC1,630$764K0.31%013F-HRTimeline
OBSIDIAN CIO, LLC1,626$762K0.1%+3613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,621$759K0.21%013F-HRTimeline
Moors & Cabot, Inc.1,615$757K0.03%013F-HRTimeline
GoalVest Advisory LLC1,613$756K0.16%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,612$755K0.05%-24613F-HRTimeline
Well Done, LLC1,612$755K0.13%013F-HRTimeline
Hudson Capital Management LLC1,605$752K0.2%013F-HRTimeline
Nilsine Partners, LLC1,600$750K0.07%+1,07813F-HRTimeline
MFA WEALTH ADVISORS, LLC1,600$749K0.16%-1913F-HRTimeline
First Command Advisory Services, Inc.1,589$744K0.01%+56013F-HRTimeline
Clarity Wealth Advisors, LLC1,589$744K0.16%-713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,581$740K0.56%+213F-HRTimeline
Impact Capital Partners LLC1,579$740K0.22%+30413F-HRTimeline
Jacobsen Capital Management1,574$737K0.25%-32013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,573$737K0.12%013F-HRTimeline
Peachtree Investment Partners, LLC1,572$737K0.26%+16413F-HRTimeline
New Millennium Group LLC1,572$736K0.34%+9613F-HRTimeline
UPTICK PARTNERS, LLC1,566$733K0.19%-1613F-HRTimeline
O'ROURKE & COMPANY, Inc1,564$733K0.31%-12213F-HRTimeline
S&CO INC1,562$731K0.04%-4013F-HRTimeline
Mattern Wealth Management LLC1,557$729K0.15%013F-HRTimeline
Compass Ion Advisors, LLC1,551$727K0.07%013F-HRTimeline
Robinson Value Management, Ltd.1,551$727K0.42%new13F-HRTimeline
Twele Capital Management, Inc.1,549$726K0.13%-413F-HRTimeline
Generation Capital Management LLC1,547$725K0.52%+42113F-HRTimeline
LMCG INVESTMENTS, LLC1,543$723K0.04%013F-HRTimeline
Altus Wealth Management, LLC1,543$723K0.32%013F-HRTimeline
Hartford Financial Management Inc.1,533$718K0.19%+113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,529$716K0.45%013F-HRTimeline
JFG Wealth Management, LLC1,527$715K0.14%013F-HRTimeline
Requisite Capital Management, LLC1,522$713K0.12%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,519$712K<0.01%-8,99713F-HRTimelineGroup
Beverly Hills Private Wealth, LLC1,520$712K0.13%-4013F-HRTimeline
Perkins Coie Trust Co1,515$710K0.13%+90213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,510$707K0.31%-2113F-HRTimeline
Ardent Capital Management, Inc.1,510$707K0.3%013F-HRTimeline
Francis Financial, Inc.1,508$706K0.13%-22313F-HRTimeline
DAGCO, INC.1,507$706K0.18%013F-HRTimeline
MEMBERS WEALTH LLC1,498$706K0.45%13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,504$704K0.58%013F-HRTimeline
North Berkeley Wealth Management, LLC1,502$704K0.56%-11913F-HRTimeline
Dempze Nancy E1,500$703K0.39%-10013F-HRTimeline
Global Trust Asset Management, LLC1,496$701K0.32%-8113F-HRTimeline
Clark Asset Management, LLC1,489$698K0.08%+48213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,479$693K0.23%+15913F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,479$693K0.15%+26713F-HRTimeline
360 Financial, Inc.1,478$692K0.22%013F-HRTimeline
Landmark Wealth Management, LLC1,472$690K0.27%-113F-HRTimeline
Cypress Wealth Services, LLC1,470$688K0.11%+24913F-HRTimeline
Washington Trust Bank1,466$687K0.05%-1,21113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HRC WEALTH MANAGEMENT, LLC1,459$683K0.33%+1813F-HRTimeline
PACK Private Wealth, LLC1,456$682K0.32%013F-HRTimeline
Valtrion Capital Management, LLC1,455$682K0.73%+3913F-HR/ATimeline
Charter Oak Capital Management, LLC1,450$679K0.05%-913F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC1,450$679K0.04%-413F-HRTimeline
AGH Wealth Advisors, LLC1,450$679K0.5%013F-HRTimeline
American Money Management, LLC1,444$676K0.11%-3713F-HRTimeline
Olde Wealth Management, LLC1,403$676K0.21%13F-HRTimeline
Woodward Financial Advisors, Inc.1,443$676K0.26%013F-HRTimeline
Harbor Group, Inc.1,438$674K0.11%+113F-HRTimeline
BKM Wealth Management, LLC1,435$672K0.25%-27213F-HRTimeline
Warren Street Wealth Advisors, LLC1,433$671K0.2%013F-HRTimeline
Ariadne Wealth Management, LP1,425$670K0.3%-16413F-HRTimeline
WORLD EQUITY GROUP, INC.1,428$669K0.15%+1613F-HRTimeline
Coppell Advisory Solutions LLC1,433$669K0.07%+26013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,426$668K0.03%013F-HRTimeline
FIRST MERCHANTS CORP1,424$667K0.03%-20013F-HRTimeline
Royal Harbor Partners, LLC1,423$667K0.23%013F-HRTimeline
Kovack Advisors, Inc.1,421$666K0.06%-1613F-HRTimeline
MCF Advisors LLC1,420$665K0.04%-913F-HRTimeline
Stone Summit Wealth LLC1,420$665K0.19%-3813F-HRTimeline
Richardson Capital Management LLC1,419$665K0.32%-8213F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,419$664K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,417$664K0.1%+89813F-HRTimeline
New England Professional Planning Group…1,417$664K0.3%013F-HRTimeline
LGL PARTNERS, LLC1,415$663K0.28%+113F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,414$662K0.12%013F-HRTimeline
Ironwood Investment Counsel, LLC1,410$661K0.1%-7613F-HRTimeline
Everstar Asset Management, LLC1,410$660K0.37%013F-HRTimeline
Heritage Investment Group, Inc.1,406$659K0.11%+1713F-HRTimeline
BOSTON FAMILY OFFICE LLC1,403$657K0.04%013F-HRTimeline
Maridea Wealth Management LLC1,384$654K0.1%+1513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,400$654K0.01%new13F-HRTimelineGroup
ESL Trust Services, LLC1,396$654K0.13%+4313F-HRTimeline
Brookmont Capital Management1,394$653K0.36%-2,45813F-HRTimeline
Wealth Management Partners, LLC1,392$652K0.21%-2213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,387$652K0.26%+713F-HR/ATimelineGroup
North Capital, Inc.1,390$651K0.5%-113F-HRTimeline
Financial Life Planners1,388$650K0.44%+113F-HRTimeline
Vantage Financial Partners, LLC1,385$649K0.14%-1813F-HRTimeline
McNamara Financial Services, Inc.1,379$646K0.12%-13913F-HRTimeline
Alliance Wealth Advisors, LLC1,374$644K0.32%-2313F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,373$643K0.56%013F-HRTimeline
Daner Wealth Management, LLC1,375$642K0.42%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,369$641K0.03%+3113F-HRTimeline
Global Wealth Management Investment Adv…1,367$640K0.11%+4513F-HRTimeline
Gilbert & Cook, Inc.1,367$640K0.08%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,365$639K0.19%+14513F-HRTimeline
Legacy Private Trust Co.1,362$638K0.04%013F-HRTimeline
WEBSTER BANK, N. A.1,358$636K0.06%013F-HRTimeline
Accurate Wealth Management, LLC1,366$635K0.08%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…1,354$634K0.1%+113F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC1,350$632K0.11%013F-HRTimeline
Kendall Capital Management1,350$632K0.14%-1513F-HRTimeline
Strategic Wealth Partners, Ltd.1,349$632K0.05%-14813F-HRTimeline
Reliant Wealth Planning1,347$631K0.2%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,345$630K0.12%013F-HRTimeline
IAG Wealth Partners, LLC1,344$630K0.08%-5113F-HRTimeline
Compass Wealth Management LLC1,340$628K0.14%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,340$627K0.06%+16513F-HRTimeline
Point Windward Advisors Inc.1,336$626K0.29%-13513F-HRTimeline
Astoria Portfolio Advisors LLC.1,314$624K0.16%-24013F-HRTimeline
RAINIER FAMILY WEALTH INC1,332$624K0.56%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA1,330$623K0.04%-8213F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,330$623K<0.01%013F-HRTimelineGroup
FSM Wealth Advisors, LLC1,328$622K0.09%-3113F-HRTimeline
MontVue Capital Management, Inc.1,328$622K0.42%013F-HRTimeline
EASTERN BANK1,323$620K0.01%-2113F-HRTimeline
GWN SECURITIES INC.1,315$620K0.14%+3813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,321$619K0.28%-54913F-HRTimeline
Financial Guidance Group, Inc.1,320$618K0.28%013F-HRTimeline
Horizon Investment Services, LLC1,315$616K0.23%-413F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,312$615K0.07%+47413F-HRTimeline
Fermata Advisors, LLC1,309$613K0.16%-5,97913F-HRTimeline
Mayflower Financial Advisors, LLC1,307$612K0.08%+1113F-HRTimeline
JPL Wealth Management, LLC1,305$611K0.15%013F-HRTimeline
Millennium Capital Advisors, LLC1,305$611K0.37%+10213F-HRTimeline
Cardinal Strategic Wealth Guidance1,304$611K0.16%013F-HRTimeline
Penobscot Investment Management Company…1,303$610K0.05%013F-HRTimeline
Stonebrook Private Inc.1,300$609K0.13%013F-HRTimeline
Collar Capital Management, LLC1,300$609K0.43%013F-HRTimeline
Millstone Evans Group, LLC1,299$608K0.39%013F-HRTimeline
Coordinated Financial Services, Inc.1,291$605K0.39%+9713F-HRTimeline
Ashford Advisors, LLC1,290$604K0.13%new13F-HRTimeline
Pillar Financial Advisors, LLC1,290$604K0.38%013F-HRTimeline
von Borstel & Associates, Inc.1,253$603K0.09%new13F-HRTimeline
Root Financial Partners, LLC1,286$602K0.04%+47013F-HRTimeline
Praetorian Wealth Management, Inc.1,285$602K0.12%new13F-HRTimeline
NVWM, LLC1,283$601K0.14%+1913F-HRTimeline