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Disclosery

IWF ISHARES TR

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STOK (fund)

2,491 managers (2,519 13F filers) reported a position in IWF shares at 2026-06-30, 785,182,343 shares in all. 141 filers opened a position and 70 filers sold out during the quarter.

Managers
2,491
13F filers
2,519
New
141
Added
2,296
Reduced
30
Sold out
70
Shares held by filers
785,182,343

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
CFG Wealth Management Services, Inc.1,607$685K0.64%013F-HRTimeline
Pinion Investment Advisors, LLC5,508$684K0.13%+4,13113F-HRTimeline
Advyzon Investment Management, LLC5,508$684K0.05%+4,62713F-HRTimeline
CENTAURUS FINANCIAL, INC.5,500$683K0.03%+4,10513F-HRTimeline
Alliance Wealth Advisors, LLC5,496$682K0.27%+4,12213F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.5,492$682K0.48%+4,11913F-HRTimeline
Everstar Asset Management, LLC5,485$681K0.33%+3,99113F-HRTimeline
Berger Financial Group, Inc5,472$679K0.03%+4,10413F-HRTimeline
Gilbert & Cook, Inc.5,468$679K0.08%+4,10113F-HRTimeline
Richardson Capital Management LLC5,443$676K0.29%+4,02413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,442$676K0.01%+3,57113F-HRTimelineGroup
Royal Harbor Partners, LLC5,440$675K0.21%+4,08013F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…5,412$672K0.47%+4,05913F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC5,436$671K0.23%+4,07913F-HRTimelineGroup
Tempo Wealth, LLC5,402$671K0.1%+4,05213F-HRTimeline
CFO4Life Group, LLC5,398$670K0.09%+4,04913F-HRTimeline
Legacy Private Trust Co.5,398$670K0.04%+4,04113F-HRTimeline
Reliant Wealth Planning5,388$669K0.18%+4,04113F-HRTimeline
Steelhead Wealth Management LLC5,392$669K0.27%+4,02113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,377$668K0.43%+4,03413F-HRTimeline
IAG Wealth Partners, LLC5,376$668K0.07%+4,03213F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC5,367$666K0.54%+4,02513F-HRTimeline
Heritage Wealth Advisors5,364$666K0.02%+2,33713F-HRTimeline
Point Windward Advisors Inc.5,344$664K0.29%+4,00813F-HRTimeline
New Age Alpha Advisors, LLC5,337$663K0.03%+4,08713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS5,328$662K0.07%new13F-HRTimeline
RAINIER FAMILY WEALTH INC5,328$662K0.38%+3,99613F-HRTimeline
McNamara Financial Services, Inc.5,324$661K0.11%+3,99313F-HRTimeline
Kendall Capital Management5,320$661K0.11%+3,99013F-HRTimeline
Penobscot Investment Management Company…5,313$660K0.05%+3,98913F-HRTimeline
MontVue Capital Management, Inc.5,310$659K0.38%+3,98213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS5,307$659K0.31%+3,93713F-HRTimeline
Millennium Capital Advisors, LLC5,300$658K0.36%+3,97513F-HRTimeline
MEMBERS WEALTH LLC5,295$657K0.36%+3,85813F-HRTimeline
LPWM LLC5,291$657K0.15%+4,04013F-HRTimeline
North Berkeley Wealth Management, LLC5,286$656K0.27%+3,84313F-HRTimeline
Financial Guidance Group, Inc.5,280$656K0.25%+3,96013F-HRTimeline
Peak Planning Group, LLC5,268$654K0.15%+3,81613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,264$654K0.11%+4,27613F-HRTimeline
Mayflower Financial Advisors, LLC5,204$646K0.06%+3,89713F-HRTimeline
DAGCO, INC.5,195$645K0.12%+3,68813F-HRTimeline
Providence Financial Advisors, LLC5,180$643K0.37%+3,89413F-HRTimeline
BLB&B Advisors, LLC5,176$643K0.02%+3,81613F-HRTimeline
Lansing Street Advisors5,170$642K0.14%+4,50813F-HRTimeline
Pillar Financial Advisors, LLC5,160$641K0.34%+3,87013F-HRTimeline
Capital Wealth Alliance, LLC5,160$641K0.3%+3,87013F-HRTimeline
Ashford Advisors, LLC5,160$641K0.13%+3,87013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,105$634K0.23%+3,79813F-HRTimeline
Legacy Wealth Management, LLC5,096$633K0.03%+3,64013F-HRTimeline
Navigation Wealth Management, Inc.5,078$631K0.87%+3,84913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,068$629K-1,857Timeline
Arrowroot Family Office, LLC5,061$628K0.18%new13F-HRTimeline
New Republic Capital, LLC5,040$626K0.14%+4,02813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,020$623K0.09%+3,76413F-HRTimeline
Strategic Wealth Partners, Ltd.5,016$623K0.04%+3,70013F-HRTimeline
BlueSky Wealth Advisors, LLC5,012$622K0.07%+3,75913F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC5,012$622K0.41%+3,75913F-HRTimeline
Wayfinding Financial, LLC5,012$622K0.24%+3,75913F-HRTimeline
Old North State Trust, LLC5,000$621K0.32%+3,75013F-HRTimeline
Dempze Nancy E5,000$621K0.3%+3,50013F-HRTimeline
TRB Wealth Management, LLC4,992$620K0.08%+3,74413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,991$620K0.04%+3,74313F-HRTimeline
Alpha Zero LLC5,111$619K0.23%+4,00113F-HRTimeline
Northwest Quadrant Wealth Management, L…4,987$619K0.11%+3,74113F-HRTimeline
BCS Wealth Management4,986$619K0.11%new13F-HRTimeline
PACK Private Wealth, LLC4,984$619K0.26%+3,73813F-HRTimeline
Stronghold Wealth Management L.L.C.4,982$619K0.83%+3,79213F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC5,002$618K0.54%+3,69213F-HRTimeline
JNBA Financial Advisors4,970$617K0.05%+3,72713F-HRTimeline
Werba Rubin Papier Wealth Management4,969$617K0.07%+4,08213F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,964$616K0.06%+3,72313F-HRTimeline
New World Advisors LLC4,964$616K0.1%+3,75613F-HRTimeline
Odyssey Capital Advisors, Inc.4,960$616K0.44%+3,72013F-HRTimeline
Lauterbach Financial Advisors, LLC4,956$615K0.26%+3,71713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.4,952$615K0.15%new13F-HRTimeline
TMB Capital Partners, LLC4,952$615K0.19%+3,71413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,940$613K0.05%+3,70513F-HRTimeline
Insight Wealth Strategies, LLC4,983$613K0.06%+3,76613F-HRTimeline
WEBSTER BANK, N. A.4,924$611K0.05%+3,56613F-HRTimeline
Aspen Investment Management Inc4,923$611K0.16%+3,69313F-HRTimeline
Alpha Financial Advisors, LLC4,903$609K0.17%+3,66913F-HRTimeline
Aspire Capital Advisors LLC4,896$608K0.12%+3,67213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,892$607K0.35%+3,66913F-HRTimeline
Integris Wealth Management, LLC4,888$607K0.12%+3,66613F-HRTimeline
Asset Allocation Strategies LLC4,888$607K0.09%+3,46713F-HRTimeline
MSH Capital Advisors LLC4,887$607K0.11%+3,47213F-HRTimeline
Fermata Advisors, LLC4,879$606K0.12%+3,58313F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC4,875$605K0.18%+3,65513F-HRTimeline
Heartland Bank & Trust Co4,867$604K0.13%+4,34913F-HRTimeline
Hershey Financial Advisers, LLC4,851$602K0.43%new13F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,838$601K0.09%+3,63013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,836$600K0.18%+3,62713F-HRTimeline
Aries Wealth Management4,820$598K0.12%+3,61513F-HRTimeline
Gordian Advisors LLC4,817$598K0.35%+3,61313F-HRTimeline
Warren Street Wealth Advisors, LLC4,808$597K0.13%+3,60613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC4,799$596K0.24%+3,59913F-HRTimeline
Disciplined Investors, L.L.C.4,798$596K0.3%+3,59813F-HRTimeline
Ariadne Wealth Management, LP4,796$596K0.26%+3,59713F-HRTimeline
Tenzing Financial LLC4,826$594K0.41%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.4,779$593K0.5%+3,53513F-HRTimeline
Dana Investment Advisors, Inc.4,772$593K0.02%+3,57913F-HRTimeline
Arlington Financial Advisors, LLC4,760$591K0.08%+3,57013F-HRTimeline
Maridea Wealth Management LLC4,754$590K0.06%+3,05413F-HRTimeline
IRON Financial LLC4,750$590K0.24%+3,52713F-HRTimeline
Pekin Hardy Strauss, Inc.4,750$590K0.05%+3,55013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC4,746$590K0.07%13F-HRTimeline
NOVEM GROUP4,747$589K0.06%+3,56113F-HRTimeline
Pacific Sun Financial Corp4,740$589K0.24%+3,55513F-HRTimeline
Hollow Brook Wealth Management LLC4,740$589K0.12%+3,55513F-HRTimeline
Hiley Hunt Wealth Management4,732$588K0.23%+3,54913F-HRTimeline
Fort Sheridan Advisors LLC4,708$585K0.06%+3,53713F-HRTimeline
Compass Wealth Management LLC4,700$584K0.11%new13F-HRTimeline
GUERRA PAN ADVISORS, LLC4,696$583K0.33%+3,52213F-HRTimeline
Crusonia Wealth Advisors LLC4,687$582K0.1%+3,51513F-HRTimeline
BXM Wealth LLC4,664$579K0.32%+3,49813F-HRTimeline
Empire Financial Management Company, LLC4,656$578K0.23%+3,49213F-HRTimeline
FORBES J M & CO LLP4,652$578K0.05%+3,48913F-HRTimeline
Parkshore Wealth Management, Inc.4,646$577K0.17%+2,96313F-HRTimeline
AIRE ADVISORS, LLC4,635$575K0.09%+3,47613F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC4,632$575K0.07%+3,47413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
City State Bank4,628$575K0.13%+3,46113F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC4,624$574K0.2%+3,46813F-HRTimeline
First Financial Bankshares Inc4,606$572K0.01%+3,53813F-HRTimeline
Gemmer Asset Management LLC4,604$572K0.04%+3,41513F-HRTimeline
WBH ADVISORY INC4,601$571K0.04%+3,45413F-HRTimeline
Jackson Wealth Management, LLC4,588$570K0.34%-14,69713F-HRTimeline
Pine Haven Investment Counsel, Inc4,560$566K0.38%+2,85013F-HRTimeline
Mayfair Advisory Group, LLC4,808$566K0.17%+3,60613F-HRTimeline
Moment Partners, LLC4,539$564K0.1%+3,33913F-HRTimeline
Wernau Asset Management Inc.4,528$562K0.53%+3,39613F-HRTimeline
PEOPLES BANK /OH4,508$560K0.29%+3,38113F-HRTimeline
RPG Investment Advisory, LLC4,506$560K0.06%+3,37713F-HRTimeline
HILL ISLAND FINANCIAL LLC4,504$559K0.12%+3,37813F-HRTimeline
ROMANO BROTHERS AND COMPANY4,492$558K0.06%+3,36913F-HRTimeline
Marks Group Wealth Management, Inc4,492$558K0.05%+3,36913F-HRTimeline
4Thought Financial Group Inc.4,486$557K0.26%+3,19813F-HRTimeline
Creative Capital Management Investments…4,484$557K0.13%+3,40613F-HRTimeline
Jacobsen Capital Management4,477$556K0.16%+3,35813F-HRTimeline
RIVERBRIDGE PARTNERS LLC4,475$556K0.02%+3,62913F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,432$550K0.08%+3,75013F-HRTimeline
River Wealth Advisors LLC4,429$550K0.06%+3,16013F-HR/ATimeline
Wealthquest Corp4,416$548K0.03%+3,56413F-HRTimeline
Schulz Wealth, LTD.4,404$547K0.28%13F-HRTimeline
HBW ADVISORY SERVICES LLC4,403$547K0.05%+2,08413F-HRTimeline
GRANVILLE CAPITAL, INC.4,400$546K0.24%+3,30013F-HRTimeline
OAK RIDGE INVESTMENTS LLC4,399$546K0.03%+3,89413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,384$544K0.06%+3,29413F-HRTimeline
GW&K Investment Management, LLC4,372$543K<0.01%+3,27913F-HRTimeline
Sargent Investment Group, LLC4,372$543K0.07%+3,85213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,364$542K0.02%+3,14313F-HRTimelineGroup
Formidable Asset Management, LLC1,270$542K0.09%-3513F-HRTimeline
Auxano Advisors, LLC4,360$541K0.1%+3,63513F-HRTimeline
Fort Point Capital Partners LLC4,354$541K0.06%+3,59113F-HRTimeline
D.B. Root & Company, LLC4,343$539K0.11%+3,06813F-HRTimeline
Pathway Financial Advisors LLC4,444$538K0.06%+3,33313F-HRTimeline
Skyline Advisors, Inc.4,334$538K0.17%+3,25013F-HRTimeline
Cordgrass Capital Advisors, LLC4,332$538K0.2%+1,32713F-HRTimeline
First Nebraska Trust Co4,332$538K0.04%+3,24913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC4,306$535K0.09%+3,22813F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,304$534K0.13%+3,22813F-HRTimeline
Granite Group Advisors, LLC4,294$533K0.32%+3,22013F-HRTimeline
Riverbend Wealth Management, LLC4,281$532K0.27%+3,21113F-HRTimeline
Tailwinds Wealth, LLC4,253$528K0.31%new13F-HRTimeline
Grange Capital, LLC4,240$526K0.49%+3,18013F-HRTimeline
FCA CORP /TX4,220$524K0.13%+3,16513F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC4,220$524K0.03%+3,24013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,227$523K0.07%013F-HRTimeline
Asset One Wealth Management LLC4,232$523K0.06%+3,16113F-HRTimeline
FORONJY FINANCIAL LLC4,194$521K0.19%+3,14613F-HRTimeline
Joel Adams & Associates, Inc.4,178$519K0.33%+2,70513F-HRTimeline
Ballast Rock Private Wealth LLC4,176$519K0.24%+3,44213F-HRTimeline
Quest 10 Wealth Builders, Inc.4,166$517K0.4%+3,08013F-HRTimeline
Bright Futures Wealth Management, LLC.4,164$517K0.33%+3,36413F-HRTimeline
FINANCIAL CONSULATE, INC4,148$515K0.06%+3,11213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,136$514K0.04%+3,10213F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC4,136$514K0.11%+3,22013F-HRTimeline
JBR Co Financial Management Inc4,136$514K0.19%+3,10213F-HRTimeline
Trek Financial, LLC4,124$512K0.03%+3,09313F-HRTimeline
FIRST MERCHANTS CORP4,103$509K0.02%+2,76113F-HRTimeline
Beacon Bank & Trust4,068$505K0.1%+3,05113F-HR/ATimeline
Dala Group, LLC4,059$504K0.42%+2,69513F-HRTimeline
Stanich Group LLC4,057$504K0.32%+1,21213F-HRTimeline
Cardinal Strategic Wealth Guidance4,056$504K0.11%+3,04213F-HRTimeline
Clarity Capital Advisors, LLC4,051$503K0.21%+3,03813F-HRTimeline
Orion Capital Management LLC4,040$502K0.16%+3,02813F-HRTimeline
Invst, LLC4,040$502K0.05%+3,03013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC4,031$500K0.22%+3,02313F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.4,028$500K<0.01%+3,02113F-HRTimelineGroup
NerdWallet Wealth Partners, LLC4,014$498K0.17%+3,24013F-HRTimeline
LCNB CORP4,014$498K0.15%+3,01013F-HRTimeline
Kroeger Financial Partners4,002$497K0.48%13F-HRTimeline
Collar Capital Management, LLC4,000$497K0.29%+3,00013F-HRTimeline
ABNER HERRMAN & BROCK LLC3,998$496K0.05%+2,97613F-HRTimeline
Probity Advisors, Inc.3,988$495K0.07%+2,97713F-HRTimeline
Fusion Family Wealth, LLC3,988$495K0.03%+2,99113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,988$495K<0.01%+3,17313F-HRTimelineGroup
Align Financial, LLC3,984$495K0.25%+2,98813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,980$494K0.03%+2,98513F-HRTimeline
Bravias Capital Group, LLC3,976$494K0.29%+2,98213F-HRTimeline
Impact Partnership Wealth, LLC3,973$493K0.05%+3,04013F-HRTimeline