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Disclosery

IWF ISHARES TR

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STOK (fund)

2,202 managers (2,222 13F filers) reported a position in IWF shares at 2025-03-31, 202,646,058 shares in all. 89 filers opened a position and 153 filers sold out during the quarter.

Managers
2,202
13F filers
2,222
New
89
Added
628
Reduced
929
Sold out
153
Shares held by filers
202,646,058

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Moors & Cabot, Inc.1,244$449K0.02%+4013F-HRTimeline
4Thought Financial Group Inc.1,243$449K0.28%-2,63613F-HRTimeline
Rialto Wealth Management, LLC1,240$448K0.14%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,236$446K0.04%-1913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.1,235$446K0.05%013F-HRTimeline
Alpha Financial Advisors, LLC1,234$446K0.2%-12813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,232$445K0.33%013F-HRTimeline
Aspen Investment Management Inc1,230$444K0.2%+55013F-HRTimeline
Fairway Wealth LLC1,229$444K0.16%+44513F-HRTimeline
Impact Capital Partners LLC1,229$444K0.16%-21213F-HRTimeline
Net Worth Advisory Group1,226$443K0.14%+18813F-HRTimeline
GUERRA PAN ADVISORS, LLC1,225$442K0.35%013F-HRTimeline
Integris Wealth Management, LLC1,222$441K0.13%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,220$441K0.16%-42613F-HRTimeline
One Wealth Management Investment & Advi…1,220$441K0.73%+12313F-HRTimeline
Evolution Wealth Advisors, LLC1,217$439K0.07%new13F-HRTimeline
Princeton Global Asset Management LLC1,217$439K0.09%-17713F-HRTimeline
MSH Capital Advisors LLC1,216$439K0.14%-10813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,215$439K0.13%013F-HR/ATimeline
Hiley Hunt Wealth Management1,205$438K0.24%013F-HRTimeline
GenTrust, LLC1,211$437K0.02%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,211$437K0.11%013F-HRTimeline
Antonelli Financial Advisors, LLC1,210$437K0.35%+19213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,209$437K0.02%+43613F-HRTimeline
Disciplined Investors, L.L.C.1,208$436K0.39%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,207$436K0.02%-2213F-HRTimeline
Gordian Advisors LLC1,204$435K0.35%013F-HRTimeline
Millennium Capital Advisors, LLC1,203$434K0.32%+36613F-HRTimeline
NOVEM GROUP1,200$433K0.06%-813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC1,200$433K0.07%013F-HRTimeline
Moment Partners, LLC1,200$433K0.09%013F-HRTimeline
Dana Investment Advisors, Inc.1,199$433K0.02%-2513F-HRTimeline
PARK NATIONAL CORP /OH/1,197$432K0.02%new13F-HRTimeline
BancFirst Trust & Investment Management1,194$430K0.21%-1113F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP1,192$430K<0.01%-7,03913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,189$429K0.08%+113F-HR/ATimeline
Hollow Brook Wealth Management LLC1,185$428K0.13%013F-HRTimeline
RAINIER FAMILY WEALTH INC1,184$428K0.5%013F-HRTimeline
BlueSky Wealth Advisors, LLC1,178$425K0.07%-40513F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,174$424K0.09%-2913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,173$424K0.02%+3313F-HRTimeline
Marks Group Wealth Management, Inc1,164$420K0.04%+1913F-HRTimeline
HILL ISLAND FINANCIAL LLC1,161$419K0.12%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,160$419K0.08%+1513F-HRTimeline
AIRE ADVISORS, LLC1,159$418K0.09%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,158$418K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Madison Wealth Partners, Inc1,156$417K0.1%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,151$416K<0.01%+19413F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC1,150$415K0.09%-6913F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,091$414K0.44%-10013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,143$413K0.28%-7913F-HRTimeline
Torray Investment Partners LLC1,138$411K0.06%013F-HRTimeline
Platform Technology Partners1,134$410K0.12%-213F-HRTimeline
Wernau Asset Management Inc.1,132$409K0.42%013F-HRTimeline
Stuart Chaussee & Associates, Inc.1,129$408K0.1%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,127$407K0.28%-44213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,127$407K0.14%-6413F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…1,124$406K0.1%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY1,123$406K0.05%013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,121$405K0.31%-8113F-HRTimeline
IRON Financial LLC1,121$405K0.23%013F-HRTimeline
Austin Asset Management Co Inc1,121$405K0.08%+33313F-HRTimeline
Transform Wealth, LLC1,120$404K0.02%-20713F-HRTimeline
SCOTIA CAPITAL INC.1,118$404K<0.01%+3713F-HRTimeline
Fort Point Capital Partners LLC1,116$403K0.05%+413F-HRTimeline
BXM Wealth LLC1,111$401K0.48%013F-HRTimeline
Penney Financial, LLC1,103$398K0.26%013F-HRTimeline
ARVEST INVESTMENTS, INC.1,097$396K0.06%+3213F-HRTimeline
Retireful, LLC1,098$396K0.38%-79713F-HRTimeline
BetterWealth, LLC1,096$396K0.11%013F-HRTimeline
GW&K Investment Management, LLC1,093$395K<0.01%-28413F-HRTimeline
Coordinated Financial Services, Inc./CO1,090$394K0.3%13F-HRTimeline
Pinnacle Bancorp, Inc.1,089$393K0.13%+513F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,088$393K0.22%013F-HRTimeline
Newton One Investments LLC1,087$393K0.14%-2513F-HRTimeline
Alpha Zero LLC1,087$393K0.3%013F-HRTimeline
BFSG, LLC1,087$393K0.05%-4013F-HRTimeline
City State Bank1,086$392K0.13%013F-HRTimeline
FCA CORP /TX1,085$392K0.12%013F-HRTimeline
First Nebraska Trust Co1,083$391K0.04%013F-HRTimeline
Skyline Advisors, Inc.1,082$391K0.15%-113F-HRTimeline
Northwest Quadrant Wealth Management, L…1,081$390K0.09%-8213F-HRTimeline
First Command Advisory Services, Inc.1,080$390K<0.01%013F-HRTimeline
Fort Sheridan Advisors LLC1,080$390K0.06%-14913F-HRTimeline
JNBA Financial Advisors1,078$389K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,077$389K0.03%-3013F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/1,076$389K0.12%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,076$389K0.18%+5513F-HRTimeline
Horst & Graben Wealth Management LLC1,076$388K0.07%-4913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,076$388K0.02%-6313F-HR/ATimeline
WBH ADVISORY INC1,075$388K0.04%+12513F-HRTimeline
Sandbox Financial Partners, LLC1,074$388K0.14%-6513F-HRTimeline
Retirement Planning Group, LLC1,074$388K0.02%-1,93013F-HRTimeline
UPTICK PARTNERS, LLC1,073$387K0.13%-3413F-HRTimeline
Granite Group Advisors, LLC1,073$387K0.27%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,071$387K0.08%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,071$387K0.04%-7013F-HRTimeline
LCNB CORP1,071$387K0.14%-2113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC962$386K0.03%013F-HRTimeline
Texas Capital Bancshares Inc/TX1,067$386K0.16%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,066$385K0.12%-88813F-HRTimeline
W1M Investment Management Ltd1,066$385K0.01%013F-HRTimeline
Greenwich Wealth Management LLC1,057$382K0.03%-4013F-HRTimeline
PLANWISER FINANCIAL, LLC1,025$382K0.35%13F-HRTimeline
New Perspectives, Inc1,057$382K0.2%013F-HRTimeline
Bravias Capital Group, LLC1,054$380K0.31%-1813F-HRTimeline
Northwest Bancshares, Inc.1,052$380K0.07%-5713F-HRTimeline
Piscataqua Savings Bank1,051$379K0.34%+2013F-HRTimeline
HARBOR ADVISORY CORP /MA/1,050$379K0.13%013F-HRTimeline
Grange Capital, LLC1,049$379K0.44%-10013F-HRTimeline
Bright Futures Wealth Management, LLC.1,135$377K0.41%013F-HRTimeline
River Wealth Advisors LLC1,043$377K0.05%013F-HRTimeline
Triad Wealth Partners, LLC1,042$376K0.12%-1013F-HRTimeline
BANK OF STOCKTON1,040$376K0.12%-1013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,038$375K0.02%013F-HRTimeline
JBR Co Financial Management Inc1,037$374K0.22%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,034$373K0.04%013F-HRTimelineGroup
Center for Financial Planning, Inc.1,032$373K0.05%-6613F-HRTimeline
Redwood Financial Network Corp1,030$372K0.28%+13313F-HRTimeline
Beacon Bank & Trust1,030$372K0.09%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,025$370K0.06%013F-HRTimeline
FourThought Financial Partners, LLC1,023$369K0.04%-213F-HRTimeline
Neumann Capital Management, LLC1,022$369K0.13%013F-HRTimeline
Perennial Advisors, LLC1,022$369K0.07%new13F-HRTimeline
Chemistry Wealth Management LLC1,020$368K0.09%013F-HRTimeline
LongView Wealth Management1,016$367K0.11%+36213F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,015$367K0.04%-46913F-HRTimeline
Pacific Sun Financial Corp1,015$367K0.21%+6213F-HRTimeline
Johnson Financial Group, LLC1,013$366K0.04%new13F-HRTimeline
Accurate Wealth Management, LLC1,041$364K0.07%-12313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,008$364K0.2%-9913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,007$364K<0.01%013F-HRTimelineGroup
Drucker Wealth 3.0, LLC1,001$361K0.08%-6613F-HRTimeline
LPWM LLC1,000$361K0.12%013F-HRTimeline
Vision Capital Management, Inc.999$361K0.05%013F-HRTimeline
Fusion Family Wealth, LLC997$360K0.03%013F-HRTimeline
COUNTRY TRUST BANK993$359K0.01%013F-HR/ATimeline
HEADINVEST, LLC993$359K0.07%013F-HRTimeline
Aspire Private Capital, LLC992$358K0.09%013F-HRTimeline
Copia Wealth Management990$357K0.33%013F-HRTimeline
Berger Financial Group, Inc983$355K0.02%-3613F-HRTimeline
First County Bank /CT/981$354K0.2%-1213F-HRTimeline
Lord & Richards Wealth Management, LLC981$354K0.4%-15413F-HRTimeline
TigerOak Management, L.L.C.979$354K0.14%013F-HRTimeline
Solutions 4 Wealth, Ltd978$353K0.62%+6413F-HRTimeline
HCR Wealth Advisors976$352K0.05%-1113F-HRTimeline
Blue Fin Capital, Inc.970$350K0.07%+113F-HRTimeline
1776 Wealth LLC970$350K0.16%+36713F-HRTimeline
Talon Private Wealth, LLC900$350K0.05%+60013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC961$347K0.03%+1513F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC958$346K0.04%013F-HRTimeline
F/m Investments LLC958$346K0.01%-3613F-HRTimeline
One Charles Private Wealth Services, LLC957$346K0.11%-713F-HRTimeline
NAPATREE CAPITAL LLC956$345K0.19%new13F-HRTimeline
Aveo Capital Partners, LLC926$345K0.06%-41813F-HRTimeline
Oder Investment Management, LLC950$343K0.29%-4913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…949$343K0.03%013F-HRTimeline
Mayfair Advisory Group, LLC947$342K0.2%+8813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC945$341K<0.01%-99,09513F-HR/ATimelineGroup
Wilson & Boucher Capital Management, LLC940$339K0.25%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC936$338K0.1%+37013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.933$337K0.02%-413F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/930$336K0.29%-2813F-HRTimeline
LaSalle St. Investment Advisors, LLC928$335K0.08%+113F-HRTimeline
Abacus Planning Group, Inc.925$334K0.06%013F-HRTimeline
Fortitude Family Office, LLC924$334K0.12%013F-HRTimeline
Black Diamond Financial, LLC924$334K0.05%013F-HRTimeline
Round Rock Advisors LLC921$332K0.06%013F-HRTimeline
Values Added Financial LLC920$332K0.18%-7013F-HRTimeline
COMMONS CAPITAL, LLC919$332K0.3%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC913$330K0.18%013F-HRTimeline
McElhenny Sheffield Capital Management,…913$330K0.12%-11013F-HRTimeline
Wealthquest Corp910$329K0.03%-5313F-HR/ATimeline
IMA Advisory Services, Inc.910$329K0.04%013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC909$328K0.05%new13F-HRTimeline
Abbot Financial Management, Inc.908$328K0.17%013F-HRTimeline
Matisse Capital907$328K0.17%013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC906$327K0.18%013F-HRTimeline
Legacy Capital Wealth Partners, LLC906$327K0.08%-19713F-HRTimeline
Carson Advisory Inc.905$327K0.22%013F-HRTimeline
Clarity Capital Partners LLC904$326K0.13%-24013F-HRTimeline
Berkeley, Inc903$326K0.15%013F-HRTimeline
Elk River Wealth Management LLC901$325K0.06%-5913F-HRTimeline
DAHRING | CUSMANO LLC898$324K0.28%+113F-HRTimeline
Gemmer Asset Management LLC896$324K0.03%013F-HRTimeline
Clark Asset Management, LLC895$323K0.05%new13F-HRTimeline
Trek Financial, LLC894$323K0.02%-1,56313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC890$321K0.01%013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC889$321K0.16%-2313F-HRTimeline
Aureus Asset Management, LLC888$321K0.02%-34113F-HRTimeline
First National Bank of Hutchinson885$320K0.21%013F-HRTimeline
Patriot Financial Group Insurance Agenc…881$318K0.04%+18913F-HRTimeline
Patton Albertson Miller Group, LLC880$318K0.05%013F-HR/ATimeline
Strategic Financial Partners, Ltd.879$317K0.17%013F-HRTimeline
Onyx Bridge Wealth Group LLC876$316K0.05%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC874$316K0.02%013F-HRTimeline
Sachetta, LLC874$316K0.13%+4613F-HRTimeline
Astoria Portfolio Advisors LLC.902$315K0.11%+10013F-HRTimeline
Tradewinds, LLC.873$315K0.09%013F-HRTimeline
Summit Investment Advisory Services, LLC873$315K0.15%013F-HRTimeline