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Disclosery

IWF ISHARES TR

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STOK (fund)

2,290 managers (2,311 13F filers) reported a position in IWF shares at 2024-12-31, 200,497,366 shares in all. 135 filers opened a position and 61 filers sold out during the quarter.

Managers
2,290
13F filers
2,311
New
135
Added
684
Reduced
771
Sold out
61
Shares held by filers
200,497,366

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Legacy Wealth Management, LLC1,260$506K0.03%013F-HRTimeline
Global Wealth Management Investment Adv…1,257$505K0.1%+1213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,255$504K0.05%013F-HRTimeline
McNamara Financial Services, Inc.1,255$504K0.12%-37413F-HRTimeline
Wayfinding Financial, LLC1,253$503K0.27%new13F-HRTimeline
Portland Global Advisors LLC1,249$502K0.06%-813F-HRTimeline
Edgestream Partners, L.P.1,241$498K0.02%-1,39513F-HRTimeline
Rialto Wealth Management, LLC1,240$498K0.16%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,365$498K0.31%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.1,235$496K0.05%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,232$495K0.37%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,229$494K0.02%-4213F-HRTimeline
Fort Sheridan Advisors LLC1,229$494K0.07%+7313F-HRTimeline
Aureus Asset Management, LLC1,229$494K0.03%+34113F-HRTimeline
ORG Partners LLC1,226$493K0.07%+613F-HRTimeline
Rappaport Reiches Capital Management, L…1,227$493K0.13%+3613F-HRTimeline
GUERRA PAN ADVISORS, LLC1,225$492K0.36%013F-HRTimeline
Dana Investment Advisors, Inc.1,224$492K0.02%+313F-HRTimeline
Integris Wealth Management, LLC1,222$491K0.14%+22213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,222$491K0.32%+1113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,219$490K0.1%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC1,216$489K0.04%-3,97013F-HRTimelineGroup
BancFirst Trust & Investment Management1,205$488K0.22%-9013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,215$488K0.13%013F-HR/ATimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,211$486K0.12%013F-HRTimeline
NOVEM GROUP1,208$485K0.07%13F-HRTimeline
Hiley Hunt Wealth Management1,205$484K0.27%013F-HRTimeline
Moors & Cabot, Inc.1,204$484K0.02%-32913F-HRTimeline
Gordian Advisors LLC1,204$484K0.38%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,203$483K0.04%-24413F-HRTimeline
Harbor Group, Inc.1,203$483K0.11%-3813F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,202$483K0.36%+18613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC1,200$482K0.07%-1,22013F-HRTimeline
Moment Partners, LLC1,200$482K0.09%13F-HRTimeline
LRI Investments, LLC1,199$481K0.05%-1,21713F-HRTimeline
Quantum Private Wealth, LLC1,197$481K0.15%013F-HRTimeline
Disciplined Investors, L.L.C.1,208$479K0.46%13F-HRTimeline
Kolinsky Wealth Management, LLC1,193$479K0.29%+16013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,191$478K0.16%13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,191$478K0.48%13F-HRTimeline
Arlington Financial Advisors, LLC1,190$478K0.1%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,188$477K0.08%013F-HRTimeline
Hollow Brook Wealth Management LLC1,185$476K0.15%013F-HRTimeline
RAINIER FAMILY WEALTH INC1,184$475K0.58%13F-HRTimeline
Williams Jones Wealth Management, LLC.1,170$470K0.01%+45513F-HRTimeline
Impact Partnership Wealth, LLC1,169$470K0.09%new13F-HRTimeline
Northwest Quadrant Wealth Management, L…1,163$467K0.11%+8513F-HRTimeline
FINANCIAL CONSULATE, INC1,161$466K0.12%-1013F-HRTimeline
HILL ISLAND FINANCIAL LLC1,161$466K0.14%-1213F-HRTimeline
AIRE ADVISORS, LLC1,159$465K0.1%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,158$465K0.06%-35013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bright Futures Wealth Management, LLC.1,135$465K0.41%+6713F-HRTimeline
Madison Wealth Partners, Inc1,156$464K0.13%013F-HRTimeline
Accurate Wealth Management, LLC1,164$463K0.09%+3313F-HRTimeline
Grange Capital, LLC1,149$461K0.48%13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,146$460K0.03%+113F-HRTimeline
AssuredPartners Investment Advisors, LLC1,145$460K0.09%13F-HRTimeline
Marks Group Wealth Management, Inc1,145$460K0.05%-213F-HRTimeline
Clarity Capital Partners LLC1,144$459K0.24%-1313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,141$458K0.05%+57213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,140$458K0.02%013F-HRTimeline
Sandbox Financial Partners, LLC1,139$457K0.15%+113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,139$457K0.02%+5913F-HR/ATimeline
GWN SECURITIES INC.1,105$457K0.12%13F-HRTimeline
Torray Investment Partners LLC1,138$457K0.07%013F-HRTimeline
Platform Technology Partners1,136$456K0.14%+2113F-HRTimeline
Linden Thomas Advisory Services, LLC1,136$456K0.06%new13F-HRTimeline
Lord & Richards Wealth Management, LLC1,135$456K0.96%13F-HRTimeline
Wernau Asset Management Inc.1,132$455K0.44%13F-HRTimeline
Stuart Chaussee & Associates, Inc.1,129$453K0.11%013F-HRTimeline
BFSG, LLC1,127$453K0.05%-2513F-HRTimeline
Horst & Graben Wealth Management LLC1,125$452K0.08%+47313F-HRTimeline
ROMANO BROTHERS AND COMPANY1,123$451K0.06%013F-HRTimeline
IRON Financial LLC1,121$450K0.25%-813F-HRTimeline
Prestige Wealth Management Group LLC1,113$447K0.09%013F-HR/ATimeline
Newton One Investments LLC1,112$447K0.17%+31113F-HRTimeline
Fort Point Capital Partners LLC1,112$446K0.05%+32513F-HRTimeline
BXM Wealth LLC1,111$446K0.62%13F-HRTimeline
Northwest Bancshares, Inc.1,109$445K0.08%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,107$445K0.03%013F-HRTimelineGroup
UPTICK PARTNERS, LLC1,107$445K0.16%+7013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,107$444K0.25%013F-HRTimeline
Penney Financial, LLC1,103$443K0.3%013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,103$443K0.11%new13F-HRTimeline
Greenwich Wealth Management LLC1,097$441K0.03%013F-HRTimeline
Center for Financial Planning, Inc.1,098$441K0.06%013F-HRTimeline
One Wealth Management Investment & Advi…1,097$441K0.7%013F-HRTimeline
BetterWealth, LLC1,096$440K0.12%+113F-HRTimeline
Mascoma Wealth Management LLC1,094$439K0.11%+96513F-HRTimeline
Bravias Capital Group, LLC1,072$439K0.36%13F-HRTimeline
LCNB CORP1,092$438K0.16%-1513F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,088$437K0.23%+2013F-HRTimeline
Alpha Zero LLC1,087$437K0.33%13F-HRTimeline
City State Bank1,086$436K0.15%-3013F-HRTimeline
FCA CORP /TX1,085$436K0.14%013F-HRTimeline
Pinnacle Bancorp, Inc.1,084$435K0.14%-1513F-HRTimeline
First Nebraska Trust Co1,083$435K0.04%013F-HRTimeline
Skyline Advisors, Inc.1,083$435K0.17%+113F-HRTimeline
SCOTIA CAPITAL INC.1,081$434K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.1,080$434K<0.01%-313F-HRTimeline
Sage Capital Advisors,llc1,079$433K0.11%013F-HRTimeline
JNBA Financial Advisors1,078$433K0.04%-413F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,076$432K0.13%013F-HRTimeline
Scarborough Advisors, LLC1,072$431K0.06%+6613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,071$430K0.08%new13F-HRTimeline
Texas Capital Bancshares Inc/TX1,067$429K0.17%013F-HRTimeline
Drucker Wealth 3.0, LLC1,067$428K0.1%013F-HR/ATimeline
W1M Investment Management Ltd1,066$428K0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.1,065$428K0.07%+3913F-HRTimeline
New Perspectives, Inc1,057$424K0.23%013F-HRTimeline
Trexquant Investment LP1,053$423K<0.01%+37613F-HRTimeline
Triad Wealth Partners, LLC1,052$423K0.15%new13F-HRTimeline
EHRLICH FINANCIAL GROUP1,051$422K0.3%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/1,050$422K0.14%013F-HRTimeline
BANK OF STOCKTON1,050$422K0.13%-3513F-HRTimeline
Executive Wealth Management, LLC1,047$421K0.03%-33313F-HRTimeline
PCA Investment Advisory Services Inc.1,043$419K0.19%-3013F-HRTimeline
River Wealth Advisors LLC1,043$419K0.06%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,038$417K0.02%-23013F-HRTimeline
Net Worth Advisory Group1,038$417K0.13%-7913F-HRTimeline
JBR Co Financial Management Inc1,037$416K0.25%013F-HRTimeline
Advyzon Investment Management, LLC1,036$416K0.16%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,034$415K0.04%+43413F-HRTimelineGroup
Piscataqua Savings Bank1,031$414K0.36%013F-HRTimeline
ODonnell Financial Services, LLC1,374$414K0.17%new13F-HRTimeline
Beacon Bank & Trust1,030$414K0.1%013F-HRTimeline
FourThought Financial Partners, LLC1,025$412K0.04%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,025$412K0.07%013F-HRTimeline
McElhenny Sheffield Capital Management,…1,023$411K0.14%013F-HRTimeline
Neumann Capital Management, LLC1,022$410K0.14%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,021$410K0.18%-3013F-HRTimeline
Chemistry Wealth Management LLC1,020$410K0.1%+2713F-HRTimeline
Berger Financial Group, Inc1,019$409K0.03%013F-HRTimeline
Antonelli Financial Advisors, LLC1,018$409K0.35%13F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,007$404K<0.01%013F-HRTimelineGroup
Intelligence Driven Advisers, LLC1,006$404K0.08%-6713F-HRTimeline
Montis Financial, LLC1,005$404K0.12%-713F-HRTimeline
LPWM LLC1,000$402K0.13%-713F-HRTimeline
Oder Investment Management, LLC999$401K0.33%-313F-HRTimeline
Vision Capital Management, Inc.999$401K0.06%013F-HRTimeline
Fusion Family Wealth, LLC997$400K0.04%013F-HRTimeline
F/m Investments LLC994$399K0.01%013F-HRTimeline
COUNTRY TRUST BANK993$399K0.01%013F-HRTimeline
HEADINVEST, LLC993$399K0.08%-7513F-HRTimeline
First County Bank /CT/993$399K0.22%013F-HRTimeline
Aspire Private Capital, LLC992$398K0.1%013F-HRTimeline
Values Added Financial LLC990$398K0.23%013F-HRTimeline
PUREfi Wealth, LLC990$398K0.39%13F-HRTimeline
Copia Wealth Management990$398K0.38%13F-HRTimeline
HCR Wealth Advisors987$397K0.05%+30013F-HRTimeline
DAVIDSON TRUST CO986$396K0.2%-10713F-HRTimeline
ERn Financial, LLC982$394K0.06%+1513F-HRTimeline
TigerOak Management, L.L.C.979$393K0.14%13F-HRTimeline
Blue Fin Capital, Inc.969$390K0.07%013F-HRTimeline
One Charles Private Wealth Services, LLC964$387K0.13%013F-HRTimeline
DMKC Advisory Services, LLC964$387K0.35%13F-HRTimeline
Wealthquest Corp963$387K0.03%-6413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC962$386K0.03%013F-HRTimeline
Elk River Wealth Management LLC960$386K0.07%-15313F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC958$385K0.05%-9413F-HRTimeline
Heritage Wealth Management, Inc. /CA/958$385K0.33%-19713F-HRTimeline
Sound Income Strategies, LLC958$385K0.02%+69813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP957$384K<0.01%new13F-HRTimelineGroup
Washington Trust Bank954$383K0.04%-9313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pacific Sun Financial Corp953$383K0.21%013F-HRTimeline
WBH ADVISORY INC950$382K0.04%-613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…949$381K0.03%013F-HRTimeline
Cardinal Point Capital Management ULC949$381K0.06%+2613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC946$380K0.03%013F-HRTimeline
Capital Management Associates, Inc944$379K0.14%013F-HRTimeline
Wilson & Boucher Capital Management, LLC940$377K0.27%+12513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.937$376K0.02%-13913F-HRTimelineGroup
Facet Wealth, Inc.922$376K0.01%-6913F-HRTimeline
McCarthy & Cox929$373K0.13%013F-HRTimeline
LaSalle St. Investment Advisors, LLC927$372K0.12%+21013F-HRTimeline
Abacus Planning Group, Inc.925$371K0.07%-2313F-HRTimeline
Black Diamond Financial, LLC924$371K0.06%013F-HRTimeline
Fortitude Family Office, LLC924$371K0.13%+20113F-HRTimeline
Round Rock Advisors LLC921$370K0.08%013F-HRTimeline
COMMONS CAPITAL, LLC919$369K0.33%+113F-HRTimeline
Monument Capital Management917$368K0.1%013F-HRTimeline
Community Financial Services Group, LLC917$368K0.07%-15213F-HRTimeline
Solutions 4 Wealth, Ltd914$367K0.66%+9113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC913$367K0.2%013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC912$366K0.19%-8913F-HRTimeline
Strategic Wealth Partners, Ltd.879$365K0.03%-5213F-HRTimeline
IMA Advisory Services, Inc.910$365K0.04%013F-HRTimeline
Sather Financial Group Inc909$365K0.02%-113F-HRTimeline
Abbot Financial Management, Inc.908$365K0.18%+3013F-HRTimeline
Matisse Capital907$364K0.19%013F-HRTimeline
Freedom Investment Management, Inc.906$364K0.03%-1613F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC906$364K0.18%013F-HRTimeline
Signal Advisors Wealth, LLC905$363K0.04%-613F-HRTimeline
READYSTATE ASSET MANAGEMENT LP905$363K0.02%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.905$363K0.06%new13F-HRTimeline
Carson Advisory Inc.905$363K0.25%-12113F-HRTimeline
Berkeley, Inc903$363K0.19%-90313F-HR/ATimeline
Balboa Wealth Partners901$362K0.08%new13F-HRTimeline
DAHRING | CUSMANO LLC897$360K0.33%13F-HRTimeline
Redwood Financial Network Corp897$360K0.27%+8613F-HRTimeline