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Disclosery

IWF ISHARES TR

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STOK (fund)

2,423 managers (2,452 13F filers) reported a position in IWF shares at 2026-03-31, 202,629,974 shares in all. 85 filers opened a position and 153 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
153
Shares held by filers
202,629,974

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Aufman Associates Inc1,927$822K0.4%013F-HRTimeline
LAM GROUP, INC.1,925$821K0.45%013F-HRTimeline
King Wealth Management Group1,922$820K0.1%013F-HRTimeline
Old Peak Finance LLC1,923$820K0.48%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,918$818K0.6%-16013F-HRTimeline
Parker Financial LLC1,917$817K0.33%-6513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,915$817K0.07%013F-HRTimeline
Towne Trust Company, N.A1,915$817K0.26%013F-HRTimeline
Sandy Cove Advisors, LLC1,914$816K0.24%+113F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,707$816K0.26%013F-HRTimeline
Root Financial Partners, LLC1,913$816K0.04%+8613F-HRTimeline
Washington Trust Bank1,910$814K0.06%+36813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LITTLE HOUSE CAPITAL LLC1,904$812K0.21%+9813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC7,583$808K0.02%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/1,895$808K0.08%013F-HRTimeline
Expressive Wealth LLC6,552$802K0.76%+4,90213F-HRTimeline
Rossby Financial, LCC1,863$801K0.17%+1,18913F-HRTimeline
Strategies Wealth Advisors, LLC1,877$801K0.08%-5413F-HRTimeline
S.E.E.D. Planning Group LLC1,873$799K0.23%-16313F-HRTimeline
Pacific Point Advisors, LLC1,871$798K0.42%-1713F-HRTimeline
Paladin Partners, LLC1,871$798K0.58%+1,15013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,871$798K0.02%+2813F-HRTimelineGroup
HANOVER ADVISORS INC1,869$797K0.32%013F-HRTimeline
Lionshead Wealth Management, LLC1,865$795K0.59%-213F-HRTimeline
FSM Wealth Advisors, LLC1,863$794K0.1%+49613F-HRTimeline
BROGAN FINANCIAL, INC.1,862$794K0.35%+213F-HRTimeline
MOTCO1,858$792K0.07%-32113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,855$791K0.04%-20313F-HRTimeline
Payne Capital LLC1,850$789K0.72%-113F-HRTimeline
Harbor Group, Inc.1,848$788K0.11%+213F-HRTimeline
Oxler Private Wealth LLC1,846$787K0.25%+113F-HRTimeline
Sunpointe, LLC1,843$786K0.26%+813F-HRTimeline
Grantvest Financial Group LLC1,843$786K0.51%+2913F-HRTimeline
Greenhouse Wealth Management, LLC1,834$782K0.48%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,833$782K0.09%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,829$780K0.24%013F-HRTimeline
Bragg Financial Advisors, Inc1,828$779K0.02%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,825$778K0.03%-3213F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.1,825$778K0.17%new13F-HRTimeline
CM WEALTH ADVISORS LLC1,824$778K0.17%new13F-HRTimeline
Urban Wealth Management, LLC1,821$776K0.79%-2013F-HRTimeline
Cassia Capital Partners, LLC1,820$776K0.4%013F-HRTimeline
Stonehearth Capital Management, LLC1,812$773K0.31%013F-HRTimeline
HOWE & RUSLING INC1,807$770K0.05%-14713F-HRTimeline
Taylor & Morgan Wealth Management, LLC1,804$769K0.44%013F-HRTimeline
Ring Mountain Capital, LLC1,792$764K0.42%-1013F-HRTimeline
Telos Capital Management, Inc.1,790$763K0.07%-4013F-HRTimeline
Burton Enright Welch1,781$759K0.1%+4313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,777$758K0.21%013F-HRTimeline
Northstar Financial Companies, Inc.1,776$757K0.6%+1,17013F-HRTimeline
PUREfi Wealth, LLC1,771$755K0.49%-21913F-HRTimeline
Patriot Financial Group Insurance Agenc…1,768$754K0.04%+95613F-HRTimeline
Mason Investment Advisory Services, Inc.1,766$753K0.03%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,766$753K<0.01%-2413F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,755$748K0.11%013F-HRTimelineGroup
Retirement Solution LLC1,754$748K0.18%-12213F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,754$748K0.13%+37513F-HRTimeline
Barnett & Company, Inc.1,750$746K0.58%+4513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,743$743K0.01%-66313F-HRTimelineGroup
Mission Creek Capital Partners, Inc.1,740$742K0.15%013F-HRTimeline
RENASANT BANK1,739$742K0.52%-1,82313F-HRTimeline
Net Worth Advisory Group1,737$741K0.15%013F-HRTimeline
CAMDEN NATIONAL BANK1,737$741K0.1%+4013F-HRTimeline
Kingstone Capital Partners Texas, LLC1,727$737K0.45%+113F-HRTimeline
Gray Private Wealth, LLC1,724$735K0.37%-10613F-HRTimeline
WARNER FINANCIAL, INC1,720$733K0.25%-7413F-HRTimeline
Family Investment Center, Inc.1,716$732K0.14%-1913F-HRTimeline
Capital Wealth Planning, LLC1,715$731K<0.01%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC1,715$731K0.27%013F-HRTimeline
Headland Capital, LLC1,713$730K0.21%-613F-HRTimeline
Pine Haven Investment Counsel, Inc1,710$729K0.54%013F-HRTimeline
Coordinated Financial Services, Inc.1,710$729K0.42%+413F-HRTimeline
Milestone Asset Management Group, LLC1,705$727K0.42%+113F-HRTimeline
WADDELL & ASSOCIATES, LLC1,702$726K0.04%-5,31813F-HRTimeline
Cornell Pochily Investment Advisors, In…1,701$725K0.21%013F-HRTimeline
TrustBankin group TrustBank1,700$725K0.28%013F-HRTimelineGroup
Maridea Wealth Management LLC1,700$725K0.11%-13813F-HRTimeline
PKS Advisory Services, LLC1,699$724K0.17%-4513F-HRTimeline
Reynders McVeigh Capital Management, LLC1,694$722K0.04%-713F-HRTimeline
Parkshore Wealth Management, Inc.1,683$718K0.24%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,680$716K0.15%-13813F-HRTimeline
Precision Wealth Strategies, LLC1,677$715K0.24%013F-HRTimeline
Commonwealth Retirement Investments LLC1,674$714K0.22%013F-HRTimeline
Baring Financial LLC1,668$711K0.44%+1313F-HRTimeline
Anchor Investment Management, LLC1,665$710K0.06%+7513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,665$710K0.02%-69413F-HRTimelineGroup
Requisite Capital Management, LLC1,664$710K0.13%013F-HRTimeline
Triad Wealth Partners, LLC1,662$709K0.06%-2813F-HRTimeline
Cache Advisors, LLC1,659$707K0.08%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,658$707K0.07%-9413F-HRTimeline
waypoint wealth counsel1,655$705K0.36%-2813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,654$705K0.05%-8613F-HRTimelineGroup
SMI Advisory Services, LLC1,631$704K0.12%-73013F-HRTimeline
Financial Insights, Inc.1,649$703K0.23%-1713F-HRTimeline
Alliance Private Wealth, LLC1,645$701K0.25%013F-HRTimeline
First Command Advisory Services, Inc.1,629$695K<0.01%013F-HRTimeline
MFA WEALTH ADVISORS, LLC1,627$694K0.14%013F-HRTimeline
SACHEM HILL LLC1,626$693K0.13%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,621$691K0.19%013F-HR/ATimeline
MEMBERS WEALTH LLC1,437$688K0.41%-3213F-HRTimeline
Madson Wealth Advisors Inc1,610$687K0.57%13F-HRTimeline
Matthew Goff Investment Advisor, LLC1,610$687K0.11%-2213F-HRTimeline
Legacies Wealth LLC1,607$685K0.43%-14313F-HRTimeline
CFG Wealth Management Services, Inc.1,607$685K0.62%013F-HRTimeline
Livet Wealth, LLC1,601$683K0.43%+913F-HRTimeline
360 Financial, Inc.1,596$681K0.21%+11813F-HRTimeline
Daner Wealth Management, LLC5,500$678K0.4%+4,10513F-HRTimeline
TCI Wealth Advisors, Inc.1,591$678K0.04%-13513F-HRTimeline
Clarity Wealth Advisors, LLC1,589$678K0.14%013F-HRTimeline
NORDEN GROUP LLC1,589$678K0.07%013F-HRTimeline
Geneva Partners, LLC1,586$676K0.32%-1,31513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,583$675K0.47%+113F-HRTimeline
W1M Asset Management Ltd1,581$674K0.01%-2313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV1,580$674K0.15%013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding1,577$673K0Timeline
Moors & Cabot, Inc.1,576$672K0.03%+3313F-HRTimeline
Cambria Investment Management, L.P.1,576$672K0.04%-10413F-HRTimeline
Persium Advisors, LLC1,576$672K0.53%-19813F-HRTimeline
Glen Eagle Advisors, LLC1,572$670K0.09%013F-HRTimeline
Princeton Global Asset Management LLC1,572$670K0.11%-8413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,570$669K0.11%013F-HRTimeline
Orin Green Financial, LLC1,570$669K0.27%-6013F-HRTimeline
Spartan Wealth Advisory Services LLC1,569$669K0.06%13F-HRTimeline
BURNEY CO/1,565$667K0.02%-90113F-HRTimeline
Vawter Financial, Ltd.1,564$667K0.28%013F-HR/ATimeline
Hartford Financial Management Inc.1,564$667K0.17%+3013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,562$666K0.04%-2813F-HRTimeline
Accurate Wealth Management, LLC1,491$665K0.08%+17013F-HRTimeline
Journey Advisory Group, LLC1,560$665K0.06%-1713F-HRTimeline
GFG Capital, LLC1,558$664K0.21%-10,95313F-HRTimeline
Mattern Wealth Management LLC1,557$664K0.13%013F-HRTimeline
Compass Ion Advisors, LLC1,551$661K0.06%013F-HRTimeline
Hemenway Trust Co LLC1,551$661K0.05%new13F-HRTimeline
Peachtree Investment Partners, LLC1,550$661K0.25%-2413F-HRTimeline
Twele Capital Management, Inc.1,549$660K0.12%013F-HRTimeline
Cypress Wealth Services, LLC1,545$659K0.09%+113F-HRTimeline
Altus Wealth Management, LLC1,543$658K0.29%013F-HRTimeline
NWF Advisory Services Inc.1,543$658K0.07%-12613F-HRTimeline
WAYSTONE ADVISORS LLC1,541$657K0.59%-79213F-HRTimeline
Bell Bank1,541$657K0.03%-15913F-HRTimeline
S&CO INC1,542$657K0.04%-1013F-HRTimeline
GWN SECURITIES INC.1,536$655K0.13%+21513F-HRTimeline
Riverstone Advisors, LLC1,531$653K0.32%+1,09013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,529$652K0.38%013F-HRTimeline
Johnson Financial Group, LLC1,527$651K0.04%013F-HRTimeline
Hudson Capital Management LLC1,527$651K0.17%-413F-HRTimeline
Charter Oak Capital Management, LLC1,524$650K0.05%+2913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,520$648K0.04%+63513F-HRTimeline
Redwood Financial Network Corp1,519$648K0.42%+13813F-HRTimeline
Goldstone Financial Group, LLC1,517$647K0.07%-13613F-HRTimeline
BKM Wealth Management, LLC1,516$646K0.24%+12613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,515$646K0.35%013F-HRTimeline
Horizon Investment Services, LLC1,514$646K0.22%+19913F-HRTimeline
Beverly Hills Private Wealth, LLC1,513$645K0.11%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,494$645K0.07%+49613F-HRTimeline
New England Professional Planning Group…1,510$644K0.27%+9313F-HRTimeline
Ardent Capital Management, Inc.1,510$644K0.28%013F-HRTimeline
Forthright Family Wealth Advisory LLC1,907$643K0.43%new13F-HRTimeline
DAGCO, INC.1,507$643K0.14%013F-HRTimeline
Francis Financial, Inc.1,502$640K0.12%+313F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,502$640K0.16%+82213F-HRTimelineGroup
Dempze Nancy E1,500$640K0.35%013F-HRTimeline
Everstar Asset Management, LLC1,494$637K0.34%+8413F-HRTimeline
Capital Advantage, Inc.1,493$637K0.08%013F-HRTimeline
PATTEN & PATTEN INC/TN1,493$637K0.04%013F-HRTimeline
Perkins Coie Trust Co1,489$635K0.12%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,479$631K0.15%013F-HRTimeline
Horst & Graben Wealth Management LLC1,314$631K0.09%+8013F-HRTimeline
Joel Adams & Associates, Inc.1,473$628K0.47%+213F-HRTimeline
Landmark Wealth Management, LLC1,472$628K0.17%013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC1,310$628K0.59%+31113F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,463$624K0.29%+313F-HRTimeline
Legacy Wealth Management, LLC1,456$621K0.04%013F-HRTimeline
Westfuller Advisors, LLC1,453$620K0.27%+113F-HRTimeline
Well Done, LLC1,452$619K0.09%013F-HRTimeline
Peak Planning Group, LLC1,452$619K0.17%-19613F-HRTimeline
AGH Wealth Advisors, LLC1,450$618K0.46%013F-HRTimeline
Formidable Asset Management, LLC1,305$618K0.1%-2613F-HRTimeline
North Berkeley Wealth Management, LLC1,443$615K0.33%-5913F-HRTimeline
Ironwood Investment Counsel, LLC1,438$613K0.09%-10213F-HRTimeline
Larson Financial Group LLC1,435$612K0.02%-74413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,430$610K0.1%+8513F-HRTimeline
Asset Allocation Strategies LLC1,421$606K0.11%-22113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,421$606K0.13%+68013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,419$605K0.1%013F-HRTimeline
Richardson Capital Management LLC1,419$605K0.29%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,419$605K0.01%013F-HRTimeline
Pearl Planning LLC1,418$605K0.32%013F-HRTimeline
LGL PARTNERS, LLC1,418$605K0.25%+213F-HRTimeline
Stone Summit Wealth LLC1,415$603K0.17%-513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC1,415$603K0.49%013F-HRTimeline
MSH Capital Advisors LLC1,415$603K0.13%-63513F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC1,410$601K0.56%013F-HRTimeline
Mosley Wealth Management1,278$599K0.27%+113F-HRTimeline
BOSTON FAMILY OFFICE LLC1,403$598K0.04%013F-HRTimeline
Olde Wealth Management, LLC1,403$598K0.19%013F-HRTimeline
American Money Management, LLC1,401$597K0.09%-4413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,400$597K<0.01%new13F-HRTimelineGroup
SUMMITRY LLC1,400$597K0.02%new13F-HR/ATimeline
CENTAURUS FINANCIAL, INC.1,395$595K0.03%+3013F-HRTimeline