Skip to content
Disclosery

IWF ISHARES TR

Follow

STOK (fund)

2,280 managers (2,303 13F filers) reported a position in IWF shares at 2025-06-30, 197,179,133 shares in all. 165 filers opened a position and 79 filers sold out during the quarter.

Managers
2,280
13F filers
2,303
New
165
Added
697
Reduced
836
Sold out
79
Shares held by filers
197,179,133

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
D.B. Root & Company, LLC1,274$541K0.16%-113F-HRTimeline
Legacy Wealth Management, LLC1,274$541K0.03%013F-HRTimeline
Evolution Wealth Advisors, LLC1,270$539K0.08%+5313F-HRTimeline
Eagle Bay Advisors LLC1,270$539K0.45%013F-HRTimeline
Wise Wealth Partners1,269$539K0.9%-9013F-HRTimeline
NVWM, LLC1,264$537K0.13%new13F-HRTimeline
Mission Creek Capital Partners, Inc.1,263$536K0.12%-2813F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,250$531K0.13%-1213F-HR/ATimelineGroup
Sugar Maple Asset Management, LLC1,249$530K0.41%new13F-HRTimeline
PEOPLES BANK /OH1,245$529K0.33%-113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,232$528K0.36%013F-HRTimeline
Antonelli Financial Advisors, LLC1,242$527K0.38%+3213F-HRTimeline
IRON Financial LLC1,241$527K0.28%+12013F-HRTimeline
NOVEM GROUP1,239$526K0.07%+3913F-HRTimeline
Alpha Financial Advisors, LLC1,237$525K0.2%+313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.1,235$524K0.05%013F-HRTimeline
LongView Wealth Management1,231$523K0.16%+21513F-HRTimeline
Aspen Investment Management Inc1,230$522K0.22%013F-HRTimeline
Fairway Wealth LLC1,229$522K0.17%013F-HRTimeline
GUERRA PAN ADVISORS, LLC1,225$520K0.34%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC1,174$519K0.1%013F-HRTimeline
Integris Wealth Management, LLC1,222$519K0.14%013F-HRTimeline
Cypress Wealth Services, LLC1,221$519K0.09%-10013F-HRTimeline
Disciplined Investors, L.L.C.1,220$518K0.4%+1213F-HRTimeline
MSH Capital Advisors LLC1,217$517K0.15%+113F-HRTimeline
Princeton Global Asset Management LLC1,217$517K0.09%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,215$516K0.14%013F-HRTimeline
Dana Investment Advisors, Inc.1,212$515K0.02%+1313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…1,212$515K0.11%+113F-HRTimeline
GenTrust, LLC1,211$514K0.02%013F-HRTimeline
Headland Capital, LLC1,207$513K0.15%new13F-HR/ATimeline
Hiley Hunt Wealth Management1,205$512K0.26%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,207$512K0.04%-2913F-HRTimeline
Aries Wealth Management1,205$512K0.13%-49413F-HRTimeline
Gordian Advisors LLC1,204$511K0.37%013F-HRTimeline
Millennium Capital Advisors, LLC1,203$511K0.34%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC1,200$509K0.06%013F-HRTimeline
Moment Partners, LLC1,200$509K0.1%013F-HRTimeline
PARK NATIONAL CORP /OH/1,197$508K0.02%013F-HRTimeline
ARVEST INVESTMENTS, INC.1,193$507K0.08%+9613F-HRTimeline
Coordinated Financial Services, Inc.1,194$507K0.35%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,191$506K0.08%+213F-HRTimeline
Triad Wealth Partners, LLC1,191$506K0.1%+14913F-HRTimeline
Arlington Financial Advisors, LLC1,190$505K0.08%-1,64313F-HRTimeline
BancFirst Trust & Investment Management1,194$504K0.23%013F-HRTimeline
Hollow Brook Wealth Management LLC1,185$503K0.15%013F-HRTimeline
Pathway Financial Advisors LLC1,185$503K0.07%-7613F-HRTimeline
Madison Wealth Partners, Inc1,184$503K0.11%+2813F-HRTimeline
GFG Capital, LLC1,181$501K0.15%-24813F-HRTimeline
BlueSky Wealth Advisors, LLC1,178$500K0.07%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,175$499K0.05%+16013F-HRTimeline
Coppell Advisory Solutions LLC1,173$495K0.06%new13F-HR/ATimeline
STEPHEN J. GARRY & ASSOCIATES, LLC1,165$495K0.43%+53513F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,158$492K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AIRE ADVISORS, LLC1,159$492K0.1%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,150$488K0.1%013F-HRTimelineGroup
BFSG, LLC1,149$488K0.05%+6213F-HRTimeline
Formidable Asset Management, LLC1,348$487K0.08%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,143$485K0.32%013F-HRTimeline
One Wealth Management Investment & Advi…1,143$485K0.63%-7713F-HRTimeline
Torray Investment Partners LLC1,138$483K0.07%013F-HRTimeline
Aspire Capital Advisors LLC1,137$483K0.13%new13F-HRTimeline
Destiny Wealth Partners, LLC1,136$482K0.06%new13F-HRTimeline
HILL ISLAND FINANCIAL LLC1,136$482K0.13%-2513F-HRTimeline
Platform Technology Partners1,134$482K0.13%013F-HRTimeline
Texas Capital Bancshares Inc/TX1,132$481K0.17%+6513F-HRTimeline
Wernau Asset Management Inc.1,132$481K0.54%013F-HRTimeline
Stuart Chaussee & Associates, Inc.1,129$479K0.11%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,128$479K0.02%+5213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,127$478K0.47%+3613F-HRTimeline
Generation Capital Management LLC1,126$478K0.38%+34613F-HRTimeline
ROMANO BROTHERS AND COMPANY1,123$477K0.06%013F-HRTimeline
DecisionPoint Financial, LLC1,134$476K0.12%-17413F-HRTimeline
Austin Asset Management Co Inc1,121$476K0.09%013F-HRTimeline
Everest Private Wealth1,117$474K0.34%new13F-HRTimeline
Edge Financial Advisors LLC1,126$473K0.25%-13813F-HRTimeline
First Financial Bankshares Inc1,112$472K0.01%+37513F-HRTimeline
BXM Wealth LLC1,111$472K0.56%013F-HRTimeline
Marks Group Wealth Management, Inc1,103$468K0.04%-6113F-HRTimeline
Penney Financial, LLC1,103$468K0.24%013F-HRTimeline
First PREMIER Bank1,102$468K0.11%+71913F-HRTimeline
Future Fund LLC1,102$468K0.21%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,096$465K0.02%+16313F-HRTimelineGroup
BetterWealth, LLC1,096$465K0.12%013F-HRTimeline
Clearstead Trust, LLC1,093$464K0.09%+1,03813F-HRTimeline
GW&K Investment Management, LLC1,093$464K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,089$462K0.14%013F-HRTimeline
Fort Point Capital Partners LLC1,088$462K0.05%-2813F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,088$462K0.23%013F-HRTimeline
Newton One Investments LLC1,087$462K0.15%013F-HRTimeline
Alpha Zero LLC1,087$462K0.3%013F-HRTimeline
FCA CORP /TX1,085$461K0.14%013F-HRTimeline
Redwood Financial Network Corp1,085$461K0.31%+5513F-HRTimeline
First Nebraska Trust Co1,083$460K0.04%013F-HRTimeline
Skyline Advisors, Inc.1,083$460K0.17%+113F-HRTimeline
Northwest Quadrant Wealth Management, L…1,082$459K0.1%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,077$457K0.03%013F-HRTimelineGroup
JNBA Financial Advisors1,077$457K0.04%-113F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,076$457K0.13%013F-HRTimeline
Sandbox Financial Partners, LLC1,075$457K0.14%+113F-HRTimeline
WBH ADVISORY INC1,075$456K0.04%013F-HRTimeline
Trexquant Investment LP1,075$456K0.01%-65613F-HRTimeline
Granite Group Advisors, LLC1,073$456K0.27%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,071$455K0.08%013F-HRTimeline
FINANCIAL CONSULATE, INC1,070$454K0.09%new13F-HRTimeline
Horst & Graben Wealth Management LLC1,070$454K0.08%-613F-HRTimeline
Probity Advisors, Inc.1,069$454K0.08%-60213F-HRTimeline
City State Bank1,066$453K0.14%-2013F-HRTimeline
W1M Investment Management Ltd1,066$452K0.01%013F-HRTimeline
New Perspectives, Inc1,057$449K0.22%013F-HRTimeline
LCNB CORP1,055$448K0.16%-1613F-HRTimeline
Piscataqua Savings Bank1,051$446K0.37%013F-HRTimeline
Bravias Capital Group, LLC1,051$446K0.33%-313F-HRTimeline
HARBOR ADVISORY CORP /MA/1,050$446K0.14%013F-HRTimeline
Grange Capital, LLC1,049$445K0.47%013F-HRTimeline
River Wealth Advisors LLC1,043$443K0.06%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,220$441K0.15%013F-HRTimeline
JBR Co Financial Management Inc1,037$440K0.22%013F-HRTimeline
FourThought Financial Partners, LLC1,037$440K0.04%+1413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,034$439K0.04%013F-HRTimelineGroup
First Command Advisory Services, Inc.1,029$437K<0.01%-5113F-HRTimeline
Northwest Bancshares, Inc.1,025$435K0.08%-2713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC1,025$435K0.08%013F-HRTimeline
Schulz Wealth, LTD.1,024$435K0.33%new13F-HRTimeline
Neumann Capital Management, LLC1,022$434K0.14%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,021$433K0.19%-5513F-HRTimeline
Pacific Sun Financial Corp1,020$433K0.23%+513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,019$433K0.03%+5713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,018$432K0.11%-76213F-HRTimeline
Beacon Bank & Trust1,017$432K0.1%-1313F-HRTimeline
Balboa Wealth Partners1,015$431K0.09%+14713F-HRTimeline
BANK OF STOCKTON1,015$431K0.13%-2513F-HRTimeline
Planning Center, Inc.1,013$430K0.05%-48413F-HRTimeline
Heritage Wealth Management, Inc. /CA/1,012$430K0.33%+8213F-HRTimeline
Perennial Advisors, LLC1,012$430K0.08%-1013F-HRTimeline
Drucker Wealth 3.0, LLC1,001$429K0.08%013F-HRTimeline
Vision Capital Management, Inc.1,009$428K0.06%+1013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,008$428K0.21%013F-HRTimeline
Clark Asset Management, LLC1,007$428K0.06%+11213F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,007$428K<0.01%013F-HRTimelineGroup
LPWM LLC1,000$425K0.12%013F-HRTimeline
FORONJY FINANCIAL LLC998$424K0.2%13F-HRTimeline
Fusion Family Wealth, LLC997$423K0.04%013F-HRTimeline
Aspire Private Capital, LLC992$421K0.1%013F-HRTimeline
HOWE & RUSLING INC986$419K0.03%+69913F-HRTimeline
First County Bank /CT/983$417K0.22%+213F-HRTimeline
Berger Financial Group, Inc983$417K0.03%013F-HRTimeline
TigerOak Management, L.L.C.979$416K0.14%013F-HRTimeline
HEADINVEST, LLC972$413K0.09%-2113F-HRTimeline
Retireful, LLC972$413K0.28%-12613F-HRTimeline
Brooklyn Investment Group4,283$413K0.05%+3,54313F-HR/ATimeline
1776 Wealth LLC970$412K0.17%013F-HRTimeline
Blue Fin Capital, Inc.968$411K0.07%-213F-HRTimeline
Mayfair Advisory Group, LLC920$410K0.19%-2713F-HRTimeline
Northstar Financial Companies, Inc.964$409K0.43%new13F-HRTimeline
DMKC Advisory Services, LLC941$409K0.21%new13F-HRTimeline
Chemistry Wealth Management LLC961$408K0.09%-5913F-HRTimeline
Riverbend Wealth Management, LLC959$407K0.31%+31313F-HRTimeline
One Charles Private Wealth Services, LLC957$406K0.11%013F-HRTimeline
Greenwich Wealth Management LLC956$406K0.02%-10113F-HRTimeline
Rialto Wealth Management, LLC955$405K0.11%-28513F-HRTimeline
Lokken Investment Group LLC953$405K0.16%+10713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…949$403K0.03%013F-HRTimeline
Oder Investment Management, LLC947$402K0.3%-313F-HRTimeline
Capital Management Associates, Inc944$401K0.13%-94413F-HRTimeline
PLANWISER FINANCIAL, LLC905$399K0.34%-12013F-HRTimeline
Wilson & Boucher Capital Management, LLC940$399K0.28%013F-HRTimeline
F/m Investments LLC939$399K0.01%-1913F-HRTimeline
ADELL HARRIMAN & CARPENTER INC936$397K0.03%-2513F-HRTimeline
Ted Buchan & Co929$394K0.16%new13F-HRTimeline
Copia Wealth Management926$393K0.33%-6413F-HRTimeline
PLIMOTH TRUST CO LLC925$393K0.09%new13F-HRTimeline
Abacus Planning Group, Inc.925$393K0.06%013F-HR/ATimeline
Black Diamond Financial, LLC924$392K0.06%013F-HRTimeline
Fortitude Family Office, LLC924$392K0.13%013F-HRTimeline
Values Added Financial LLC920$391K0.19%013F-HRTimeline
COMMONS CAPITAL, LLC919$390K0.3%013F-HRTimeline
Werba Rubin Papier Wealth Management919$390K0.07%+31713F-HRTimeline
HCR Wealth Advisors918$390K0.05%-5813F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…917$389K0.23%-21013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…915$388K0.03%-1,21113F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC913$388K0.01%-12513F-HRTimeline
McElhenny Sheffield Capital Management,…913$388K0.1%013F-HR/ATimeline
ARCADIA INVESTMENT ADVISORS LLC913$388K0.2%013F-HRTimeline
New Republic Capital, LLC912$387K0.14%-56513F-HRTimeline
Wealthquest Corp910$386K0.03%013F-HRTimeline
Matisse Capital907$385K0.18%013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC906$385K0.19%013F-HRTimeline
MKT Advisors LLC914$384K0.15%013F-HRTimeline
Berkeley, Inc904$384K0.14%+113F-HRTimeline
Elk River Wealth Management LLC901$383K0.07%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC899$382K0.01%-30813F-HRTimeline
DAHRING | CUSMANO LLC899$382K0.3%+113F-HRTimeline
Abbot Financial Management, Inc.896$380K0.18%-1213F-HRTimeline
Lakeshore Financial Planning, Inc.894$380K0.15%+10213F-HRTimeline
West Financial Advisors, LLC893$379K0.07%+30213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…890$378K0.03%-96613F-HRTimeline
PRIVATE MANAGEMENT GROUP INC888$377K0.01%-213F-HRTimeline
Aureus Asset Management, LLC888$377K0.02%013F-HRTimeline
Clarity Capital Partners LLC886$376K0.13%-1813F-HRTimeline