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Disclosery

IWF ISHARES TR

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STOK (fund)

2,509 managers (2,534 13F filers) reported a position in IWF shares at 2025-12-31, 200,369,611 shares in all. 108 filers opened a position and 76 filers sold out during the quarter.

Managers
2,509
13F filers
2,534
New
108
Added
752
Reduced
884
Sold out
76
Shares held by filers
200,369,611

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CALTON & ASSOCIATES, INC.2,039$965K0.14%+4213F-HRTimeline
Hubbell Strickland Wealth Management, L…2,038$965K0.39%+113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,038$965K0.06%013F-HRTimeline
S.E.E.D. Planning Group LLC2,036$964K0.27%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.2,036$964K0.56%013F-HRTimeline
LRI Investments, LLC2,024$958K0.08%+79113F-HRTimeline
William Howard & Co Financial Advisors …2,022$957K0.81%+213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,023$957K0.03%+7913F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,017$956K0.31%+16013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,016$954K0.06%-2813F-HRTimeline
JTC Employer Solutions Trustee Ltd2,016$954K0.06%013F-HRTimeline
TRUE Private Wealth Advisors2,015$954K0.1%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,013$953K0.38%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,007$950K0.2%+11513F-HRTimeline
Sovereign Financial Group, Inc.2,001$947K0.17%013F-HRTimeline
SAGE RHINO CAPITAL LLC2,000$947K0.18%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,999$946K0.22%-313F-HRTimeline
Torray Investment Partners LLC1,993$943K0.14%+85513F-HRTimeline
North Star Investment Management Corp.1,992$943K0.06%013F-HRTimeline
PUREfi Wealth, LLC1,990$942K0.72%-3713F-HRTimeline
Planning Project LLC1,986$940K0.24%13F-HRTimeline
JB Capital LLC1,985$940K0.04%+20413F-HRTimeline
Parker Financial LLC1,982$938K0.38%-1713F-HRTimeline
Core Wealth Advisors, Inc.1,980$937K0.24%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,976$935K0.05%-15513F-HRTimeline
McIlrath & Eck, LLC1,976$935K0.09%-1313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,969$932K0.08%013F-HRTimeline
EnRich Financial Partners LLC1,965$930K0.25%013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,959$927K0.5%+12213F-HRTimeline
HOWE & RUSLING INC1,954$925K0.06%+1,25713F-HRTimeline
Stegner Investment Associates Inc.1,945$921K0.49%-1,17313F-HRTimeline
Allred Capital Management, LLC1,932$914K0.33%013F-HRTimeline
Strategies Wealth Advisors, LLC1,931$914K0.09%013F-HRTimeline
Nabity-Jensen Investment Management Inc1,931$914K0.62%013F-HRTimeline
Gibson Capital, LLC1,930$913K0.17%013F-HRTimeline
Aufman Associates Inc1,927$912K0.47%013F-HRTimeline
Wealth Science Advisors LLC1,927$912K0.53%13F-HRTimeline
LAM GROUP, INC.1,925$911K0.52%013F-HRTimeline
Old Peak Finance LLC1,923$910K0.56%13F-HRTimeline
King Wealth Management Group1,922$910K0.11%013F-HRTimeline
Balboa Wealth Partners1,921$909K0.15%-2413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,915$906K0.07%013F-HRTimeline
Towne Trust Company, N.A1,915$906K0.28%-25713F-HRTimeline
Sandy Cove Advisors, LLC1,913$905K0.27%+2013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,908$903K0.07%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,895$897K0.09%013F-HRTimeline
SPWM Advisors LLC1,892$896K0.86%13F-HRTimeline
Pacific Point Advisors, LLC1,888$894K0.48%-513F-HRTimeline
Robinson Value Management, Ltd.1,885$892K0.48%+33413F-HRTimeline
Retirement Solution LLC1,876$888K0.2%+11213F-HRTimeline
Hansen & Associates Financial Group, In…1,927$886K0.48%+5413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,871$886K0.26%-2813F-HRTimeline
HANOVER ADVISORS INC1,869$885K0.34%013F-HRTimeline
Westwood Wealth Management1,867$884K0.66%new13F-HRTimeline
Lionshead Wealth Management, LLC1,867$884K0.66%+413F-HRTimeline
BROGAN FINANCIAL, INC.1,860$880K0.38%+213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,857$879K0.03%-2613F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC1,852$877K0.42%-1113F-HRTimeline
Payne Capital LLC1,851$876K0.89%+113F-HRTimeline
Harbor Group, Inc.1,846$874K0.13%+40813F-HRTimeline
Oxler Private Wealth LLC1,845$873K0.25%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,843$872K0.02%013F-HRTimelineGroup
Urban Wealth Management, LLC1,841$871K0.81%13F-HRTimeline
Blue Chip Partners, LLC1,838$870K0.06%-1213F-HRTimeline
Maridea Wealth Management LLC1,838$870K0.13%+45413F-HRTimeline
Sunpointe, LLC1,835$869K0.29%+1813F-HRTimeline
Greenhouse Wealth Management, LLC1,834$868K0.51%+113F-HRTimeline
Liberty Capital Management, Inc.1,833$868K0.16%+75313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,833$868K0.1%new13F-HRTimeline
Telos Capital Management, Inc.1,830$866K0.08%-4013F-HRTimeline
Gray Private Wealth, LLC1,830$866K0.42%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,829$866K0.27%013F-HRTimeline
Bragg Financial Advisors, Inc1,827$865K0.03%-6513F-HRTimeline
Root Financial Partners, LLC1,827$865K0.04%+54113F-HRTimeline
Cassia Capital Partners, LLC1,820$861K0.47%-4813F-HRTimeline
Alpha Cubed Investments, LLC1,818$860K0.03%+7113F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,818$860K0.18%013F-HRTimeline
Capital International Investorsin group Capital International Investo…1,804$860K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC1,814$859K0.55%+58313F-HRTimeline
Stonehearth Capital Management, LLC1,812$858K0.32%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC1,806$855K0.21%-8813F-HRTimeline
Taylor & Morgan Wealth Management, LLC1,804$854K0.48%013F-HRTimeline
WARNER FINANCIAL, INC1,794$849K0.29%+113F-HRTimeline
Ring Mountain Capital, LLC1,802$848K0.43%-15313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,777$848K0.24%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,790$847K<0.01%-13113F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC1,780$843K0.18%+213F-HRTimeline
Persium Advisors, LLC1,774$840K0.61%-7213F-HRTimeline
Cardinal Point Capital Management ULC1,772$839K0.05%-3013F-HRTimeline
Legacy Financial Advisors, Inc.1,770$838K0.12%new13F-HRTimeline
Mason Investment Advisory Services, Inc.1,766$836K0.04%013F-HRTimeline
Argos Wealth Advisors, LLC1,761$833K0.22%13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,755$831K0.12%-8113F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,752$829K0.08%-19013F-HRTimeline
Legacies Wealth LLC1,750$828K0.47%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB1,747$827K0.06%+10013F-HRTimeline
PKS Advisory Services, LLC1,744$826K0.19%+1013F-HRTimeline
Providence Financial Advisors, LLC1,744$825K0.82%-2,85113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,740$824K0.05%+5513F-HRTimelineGroup
Mission Creek Capital Partners, Inc.1,740$823K0.17%+47713F-HRTimeline
Burton Enright Welch1,738$823K0.12%+513F-HRTimeline
Net Worth Advisory Group1,737$822K0.17%+45513F-HRTimeline
Generation Capital Management LLC1,736$822K0.53%+18913F-HRTimeline
Family Investment Center, Inc.1,735$821K0.17%-213F-HRTimeline
Kingstone Capital Partners Texas, LLC1,726$817K0.48%+213F-HRTimeline
TCI Wealth Advisors, Inc.1,726$817K0.05%-88713F-HRTimeline
Headland Capital, LLC1,719$814K0.23%-16013F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,715$812K0.29%+6513F-HRTimeline
Pine Haven Investment Counsel, Inc1,710$809K0.58%-2513F-HRTimeline
Bridgewater Advisors Inc.1,750$809K0.05%+4213F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,707$808K0.28%013F-HRTimeline
Coordinated Financial Services, Inc.1,706$807K0.46%+41513F-HRTimeline
Barnett & Company, Inc.1,705$807K0.65%-1513F-HRTimeline
Milestone Asset Management Group, LLC1,704$807K0.46%013F-HRTimeline
New Republic Capital, LLC1,703$806K0.22%+79113F-HRTimeline
Reynders McVeigh Capital Management, LLC1,701$805K0.04%-5013F-HRTimeline
Cornell Pochily Investment Advisors, In…1,701$805K0.23%+113F-HRTimeline
Bell Bank1,700$805K0.03%-2113F-HRTimeline
TrustBankin group TrustBank1,700$805K0.34%13F-HRTimelineGroup
CAMDEN NATIONAL BANK1,697$803K0.11%013F-HRTimeline
Triad Wealth Partners, LLC1,690$800K0.08%+55013F-HRTimeline
Elm Partners Management LLC1,689$800K0.03%-6,16013F-HR/ATimeline
Strive Financial Group ,LLC1,684$797K0.42%13F-HR/ATimeline
waypoint wealth counsel1,683$797K0.29%013F-HRTimeline
Parkshore Wealth Management, Inc.1,683$796K0.3%+213F-HRTimeline
Cambria Investment Management, L.P.1,680$795K0.05%+97013F-HRTimeline
Precision Wealth Strategies, LLC1,677$794K0.26%013F-HRTimeline
Commonwealth Retirement Investments LLC1,674$792K0.26%013F-HRTimeline
NWF Advisory Services Inc.1,669$790K0.09%-5613F-HRTimeline
Financial Insights, Inc.1,666$789K0.26%013F-HRTimeline
Requisite Capital Management, LLC1,664$788K0.15%+14213F-HRTimeline
Cache Advisors, LLC1,659$785K0.1%013F-HRTimeline
Princeton Global Asset Management LLC1,656$784K0.13%+43913F-HRTimeline
Baring Financial LLC1,655$783K0.48%-45213F-HRTimeline
Goldstone Financial Group, LLC1,653$782K0.09%-3213F-HRTimeline
Expressive Wealth LLC1,650$781K0.84%13F-HRTimeline
Peak Planning Group, LLC1,648$780K0.22%-1513F-HRTimeline
Asset Allocation Strategies LLC1,642$777K0.14%-15713F-HRTimeline
Matthew Goff Investment Advisor, LLC1,632$772K0.14%-3013F-HRTimeline
Poehling Capital Management, INC.1,632$772K0.16%013F-HRTimeline
Orin Green Financial, LLC1,630$771K0.31%013F-HRTimeline
First Command Advisory Services, Inc.1,629$771K0.01%+4013F-HRTimeline
MFA WEALTH ADVISORS, LLC1,627$770K0.16%+2713F-HRTimeline
SACHEM HILL LLC1,626$770K0.15%-4313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,621$767K0.21%013F-HRTimeline
Stanley-Laman Group, Ltd.1,620$767K0.1%-17713F-HRTimeline
Impact Capital Partners LLC1,620$767K0.23%+4113F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS1,608$761K0.4%13F-HRTimeline
CFG Wealth Management Services, Inc.1,607$761K0.69%13F-HRTimeline
W1M Asset Management Ltd1,604$759K0.01%new13F-HRTimeline
Alliance Private Wealth, LLC1,645$755K0.26%13F-HRTimeline
Livet Wealth, LLC1,592$753K0.46%13F-HRTimeline
Anchor Investment Management, LLC1,590$753K0.06%-37513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,590$752K0.05%-2213F-HRTimeline
Clarity Wealth Advisors, LLC1,589$752K0.15%013F-HRTimeline
NORDEN GROUP LLC1,589$752K0.07%-38713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,582$749K0.52%+113F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,580$748K0.16%-9513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding1,577$746K-70Timeline
Journey Advisory Group, LLC1,577$746K0.06%-11013F-HRTimeline
Jacobsen Capital Management1,574$745K0.24%013F-HRTimeline
Peachtree Investment Partners, LLC1,574$745K0.25%+213F-HRTimeline
Glen Eagle Advisors, LLC1,572$744K0.1%-6613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,570$743K0.12%-313F-HRTimeline
Vawter Financial, Ltd.1,564$740K0.31%-12613F-HR/ATimeline
Mattern Wealth Management LLC1,557$737K0.14%013F-HRTimeline
MCF Advisors LLC1,554$736K0.04%+13413F-HRTimeline
Compass Ion Advisors, LLC1,551$734K0.07%013F-HRTimeline
S&CO INC1,552$734K0.05%-1013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,549$733K0.04%+74613F-HRTimelineGroup
Twele Capital Management, Inc.1,549$733K0.13%013F-HRTimeline
Cypress Wealth Services, LLC1,544$731K0.1%+7413F-HRTimeline
Moors & Cabot, Inc.1,543$730K0.03%-7213F-HRTimeline
Altus Wealth Management, LLC1,543$730K0.31%013F-HRTimeline
Washington Trust Bank1,542$730K0.05%+7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinion Investment Advisors, LLC1,541$729K0.18%-7213F-HRTimeline
GoalVest Advisory LLC1,541$729K0.14%-7213F-HRTimeline
Ironwood Investment Counsel, LLC1,540$729K0.1%+13013F-HRTimeline
Hartford Financial Management Inc.1,534$726K0.19%+113F-HRTimeline
Hudson Capital Management LLC1,531$725K0.18%-7413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,529$724K0.43%013F-HRTimeline
Johnson Financial Group, LLC1,527$723K0.04%new13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,515$717K0.31%+513F-HRTimeline
Beverly Hills Private Wealth, LLC1,513$716K0.12%-713F-HR/ATimeline
Ardent Capital Management, Inc.1,510$715K0.28%013F-HRTimeline
DAGCO, INC.1,507$713K0.16%013F-HRTimeline
North Berkeley Wealth Management, LLC1,502$711K0.42%013F-HRTimeline
Dempze Nancy E1,500$710K0.37%013F-HRTimeline
Francis Financial, Inc.1,499$709K0.14%-913F-HRTimeline
Charter Oak Capital Management, LLC1,495$708K0.05%+4513F-HRTimeline
Platform Technology Partners1,495$707K0.15%+36013F-HRTimeline
Capital Advantage, Inc.1,493$707K0.1%+51513F-HRTimeline
PATTEN & PATTEN INC/TN1,493$707K0.04%-40213F-HRTimeline
ESL Trust Services, LLC1,492$706K0.14%+9613F-HRTimeline
Ashurst Perkins Coie Trust Co1,489$705K0.13%-2613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,479$700K0.16%013F-HRTimeline
360 Financial, Inc.1,478$700K0.21%013F-HR/ATimeline
EASTERN BANK1,477$699K0.01%+15413F-HRTimeline
Landmark Wealth Management, LLC1,472$697K0.27%013F-HRTimeline
Joel Adams & Associates, Inc.1,471$696K0.52%-17913F-HRTimeline