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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,562,347$12.3B1.14%+456,53513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,055,964$9.66B0.68%-1,946,70913F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,619,974$3.86B0.74%-120,03113F-HRTimelineGroup
FMR LLCin group FMR LLC9,457,283$3.8B0.23%-284,06313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,116,045$2.86B0.23%+349,22213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,196,539$2.49B-87,481Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,461,710$2.19B+165,593Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,901,211$1.97B0.28%+202,92713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,514,226$1.81B0.44%+399,20513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,404,719$1.37B0.51%13F-HR/ATimelineGroup
LPL Financial LLC3,146,450$1.26B0.51%+119,22913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,120,331$1.25B0.84%-13,13913F-HRTimelineGroup
TIAAgroup of 2 filers holding3,049,862$1.23B+80,857Timeline
M&T Bank Corpin group M&T Bank Corp2,755,299$1.11B3.73%-73,66313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,354,697$946M1.81%-7,34813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,171,569$872M1.37%+10,44713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,098,242$843M1.23%+2,88113F-HRTimeline
SIGNATUREFD, LLC2,066,906$830M15.75%+6,38813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,668,572$670M0.14%+32,34813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,475,902$593M0.15%-299,92113F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp1,386,056$557M6.08%+44,54713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,336,961$537M0.56%+85,17213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,310,849$526M0.1%+64,11613F-HRTimelineGroup
Circle Wealth Management, LLC1,288,557$517M11.07%+17913F-HRTimeline
SYNOVUS FINANCIAL CORP1,282,717$515M6.56%-3,94013F-HRTimeline
Cetera Investment Advisers1,264,703$508M1.06%-5,76113F-HRTimeline
HighTower Advisors, LLC1,170,155$470M0.64%+67,04613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,079,631$434M0.01%+125,21413F-HRTimelineGroup
GLOBALT Investments LLC / GA1,061,238$426M16.32%-39,99613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,053,112$423M0.55%-45,38713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding958,000$385M+207,600Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.946,838$383M0.69%+29,61213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC943,518$379M0.82%+9,05613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding831,743$334M+544,541Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC831,195$334M0.46%+417,50713F-HRTimelineGroup
Janney Montgomery Scott LLC797,704$320M0.89%+2,84113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP774,476$308M0.51%+84613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…754,348$303M0.78%+44,23813F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/731,892$294M0.03%-42,90213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…691,000$280M3.73%new13F-HRTimelineGroup
CHOREO, LLC676,064$272M3.91%+174,88913F-HRTimeline
COMERICA BANK650,691$261M1.05%+9,89013F-HR/ATimeline
NorthCoast Asset Management LLC643,942$259M1.27%-1,14413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…619,890$249M0.21%+3,86913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.598,979$241M0.54%-11,00413F-HR/ATimelineGroup
Waldron Private Wealth LLC591,369$237M9.56%-5,52513F-HRTimeline
1ST SOURCE BANK584,615$235M13.43%+56913F-HRTimeline
Clearstead Advisors, LLC579,557$233M3.54%-61,42613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC568,591$228M0.22%-46,86413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC546,201$219M0.37%-12,96013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC539,463$217M0.75%+24,37813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding527,986$212M+386Timeline
Cresset Asset Management, LLC522,881$210M1.01%-39,21913F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC503,619$202M0.55%+341,41313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC486,242$195M0.11%-651,04813F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP484,620$195M1.43%-5,46913F-HRTimelineGroup
Creative Planningin group Creative Planning454,542$183M0.18%+17,50713F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.435,911$178M8.44%-70,06113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK442,364$178M1.1%+1,88213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS428,283$172M0.49%-12,56013F-HRTimeline
MAI Capital Management426,679$171M1.28%+33,72013F-HRTimeline
STALEY CAPITAL ADVISERS INC425,713$171M7.59%-45713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…404,669$163M0.31%+7,60713F-HR/ATimeline
Stairway Partners, LLC388,847$156M9.84%+2,14113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV384,560$154M0.38%-49,34613F-HRTimeline
IEQ CAPITAL, LLC383,114$154M1.49%+107,40213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.378,579$152M2.08%-18,13913F-HRTimelineGroup
D.A. DAVIDSON & CO.368,052$148M1.2%-2,22213F-HRTimeline
OAKWORTH CAPITAL, INC.355,968$143M9.83%+2,33813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/339,394$136M0.07%-3,65813F-HRTimelineGroup
J.Safra Asset Management Corp331,322$134M10.92%+160,34913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…327,680$131M0.25%-9,17413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…312,548$126M0.02%-228,44113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP308,063$124M0.12%+44,23613F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC301,971$121M0.81%-7,61913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC291,783$117M0.15%+80,90013F-HRTimelineGroup
Orion Porfolio Solutions, LLC291,394$117M1.17%-25113F-HRTimeline
Orion Portfolio Solutions, LLC291,394$117M1.17%-25113F-HRTimeline
Private Advisor Group, LLC280,146$113M0.63%-5,67713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC278,559$112M0.49%+16,60113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding273,894$110M+10,433Timeline
Modera Wealth Management, LLC271,367$109M1.32%-6,79213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…268,802$108M1.51%+1,64513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.263,344$106M0.66%+39,92513F-HRTimeline
Confluence Wealth Services, Inc.253,197$106M6.87%-1,38113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC259,446$104M1.46%+3113F-HRTimeline
SIMON QUICK ADVISORS, LLC256,674$103M6.17%-2,05913F-HRTimeline
Beacon Pointe Advisors, LLC231,401$92.9M1.03%+21,29713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA229,000$92M0.16%013F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…228,760$91.9M0.35%-5,47013F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC222,546$89.4M1.25%-7,86713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.220,225$88.4M0.84%-17,15913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC219,033$88M0.05%+8,33313F-HRTimelineGroup
Steward Partners Investment Advisory, L…218,169$87.6M0.78%+7,64813F-HRTimeline
BLAIR WILLIAM & CO/IL216,605$87M0.25%+15,06413F-HRTimeline
Cedar Mountain Advisors, LLC204,567$82.1M18.05%-84913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC204,402$82.1M0.51%+53,13613F-HRTimelineGroup
First Business Financial Services, Inc.203,157$81.6M8.07%+4513F-HRTimeline
NewEdge Advisors, LLC201,423$80.9M0.49%-81313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.197,363$79.3M8.47%-9,75313F-HRTimeline
Baker Avenue Asset Management, LP194,448$78.1M2.39%+46913F-HRTimeline
Mesirow Financial Investment Management…192,657$77.4M1.54%-6,52713F-HRTimeline
Graypoint LLC191,450$76.9M4.65%+18913F-HRTimeline
ALLIANCEBERNSTEIN L.P.187,906$75.5M0.03%-2,69613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers187,287$75.2M0.14%-24,49613F-HRTimelineGroup
EP Wealth Advisors, LLC184,040$73.9M0.6%-34,62913F-HRTimeline
Qalhat Capital Ltd182,655$73.4M19.38%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …181,409$72.7M0.12%-17,89813F-HRTimelineGroup
TruWealth Advisors, LLC180,787$72.6M4.38%-39,46213F-HRTimeline
Pinnacle Financial Partners Inc178,387$70.6M1.43%-46913F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…167,318$67.2M5.6%-48213F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding166,299$66.8M+13,980Timeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding163,769$65.8M+47,813Timeline
Ascent Wealth Partners, LLC161,952$65M8.77%-5,12513F-HRTimeline
Waverly Advisors, LLC161,620$64.9M1%+8,01413F-HRTimeline
Cambridge Investment Research Advisors,…157,826$63.4M0.21%+19,41613F-HRTimeline
Covenant Partners, LLC157,443$63.2M19.49%+4,42413F-HRTimeline
RWA WEALTH PARTNERS, LLC153,507$61.6M0.76%+23,32213F-HRTimeline
Capital Advisors, Ltd. LLC150,581$60.5M7.62%-47313F-HRTimeline
FSA Wealth Management LLC149,686$60.1M24.4%-5,56513F-HRTimeline
AMG National Trust Bank139,357$56.4M1.56%-59413F-HRTimeline
One Capital Management, LLC135,440$54.4M1.8%-21913F-HRTimeline
Allworth Financial LP129,222$53.7M0.3%-2,83313F-HRTimeline
Paulson Wealth Management Inc.133,357$53.6M14.61%+3,08013F-HRTimeline
Amundiin group Amundi133,148$53.5M0.02%+94,46613F-HRTimelineGroup
Avidian Wealth Enterprises, LLC132,134$53.1M2.38%+713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC131,698$52.9M1.48%-4,23113F-HRTimeline
Nadler Financial Group, Inc.131,603$52.8M5.57%-13513F-HRTimeline
Cynosure Group, LLC130,794$52.5M7.85%-1,75513F-HRTimeline
Flaharty Asset Management, LLC126,612$50.8M7.42%-3,65413F-HRTimeline
Sanctuary Advisors, LLC123,286$50.6M0.32%-3,96313F-HRTimeline
Berkshire Money Management, Inc.125,685$50.5M5.49%-1,66613F-HRTimeline
Rodgers & Associates, LTD125,669$50.5M6.01%-3,02213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.125,128$50.2M0.88%+3,99413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Robertson Stephens Wealth Management, L…124,654$50.1M1.78%+89513F-HRTimeline
NewEdge Wealth, LLC124,024$49.8M0.86%+8,48313F-HRTimeline
Marquette Asset Management, LLC123,508$49.6M8.09%-60013F-HRTimeline
Relyea Zuckerberg Hanson LLC120,679$48.5M6.52%+3,74213F-HRTimeline
NorthRock Partners, LLC120,295$48.3M1.58%-2,02313F-HR/ATimeline
Wealthspire Advisors, LLC119,673$48.1M0.48%+40713F-HRTimeline
FINANCIAL COUNSELORS INC118,590$47.6M0.7%+1,92513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…117,694$47.3M1.63%+50,27313F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…116,661$46.8M7.95%+1,89413F-HRTimeline
RTD Financial Advisors, Inc.116,466$46.8M6%-5,94713F-HRTimeline
First Horizon Advisors, Inc.115,511$46.4M1.3%-2,62913F-HRTimeline
Capstone Financial Advisors, Inc.115,237$46.3M2.86%+7,54513F-HRTimeline
Integrated Investment Consultants, LLC112,138$45M9.31%-6,99813F-HR/ATimeline
Badgley Phelps Wealth Managers, LLC110,031$44.2M1.03%+6,40713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC108,736$43.7M0.34%-5,32713F-HRTimelineGroup
RMR Wealth Builders107,204$43.1M4.45%-1,80013F-HR/ATimeline
E&G Advisors, LLC105,785$42.4M11.52%-18013F-HRTimeline
Hirtle & Co., LLC105,170$42.2M1.78%-2,52213F-HRTimeline
LBJ Family Wealth Advisors, Ltd.104,270$41.9M24.96%-1,37013F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …131,789$41.8M5.41%+28,88013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP104,118$41.8M1%-3,10613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…104,000$41.8M0.23%+34,70013F-HRTimelineGroup
Ellenbecker Investment Group103,844$41.7M7.46%+30,48213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\103,415$41.5M0.02%-14,84813F-HR/ATimelineGroup
CX Institutional102,180$41M1.63%+14,46713F-HRTimeline
Sheridan Capital Management, LLC101,849$40.9M28.72%+30513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC100,040$40.2M0.02%+29,45013F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC98,438$39.5M0.39%-47413F-HRTimeline
JMAC ENTERPRISES LLC97,029$39M6.12%+1,63213F-HRTimeline
BOKF, NAin group BOKF, NA97,707$38.9M0.66%-3,33413F-HRTimelineGroup
Accredited Investors Inc.95,928$38.5M2.26%-65813F-HRTimeline
Strategic Point Investment Advisors, LLC95,290$38.3M6.24%+33,07813F-HRTimeline
Lindbrook Capital, LLC94,501$37.9M3.42%-1,37313F-HRTimeline
Ball & Co Wealth Management Inc.93,714$37.6M29.95%13F-HRTimeline
Portfolio Strategies, Inc.93,638$37.6M5.34%-59213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.92,518$37.2M2.04%+90,27913F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC90,911$36.5M2.49%+2,88813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE90,200$36.2M0.05%+23,65013F-HRTimelineGroup
Capital Advisors Wealth Management, LLC89,455$35.9M6.4%+1,53213F-HRTimeline
Kensington Asset Management, LLC88,650$35.6M2.09%-42,25013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OLD NATIONAL BANCORP /IN/88,645$35.6M0.84%+2,43413F-HRTimeline
Saiph Capital, LLC88,502$35.5M16.13%+86113F-HRTimeline
TSFG, LLC86,749$34.8M7.15%+1,19313F-HRTimeline
Parkside Financial Bank & Trust85,684$34.4M4.56%-2,86513F-HRTimeline
BRIGHTON JONES LLC85,512$34.3M0.99%-3,66113F-HR/ATimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…85,274$34.2M7.38%+2,42913F-HRTimeline
Simmons Bankin group Simmons Bank84,574$34M2.48%-2,74213F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.84,479$33.9M3.15%-3,38813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,852$33.7M0.28%-1,59813F-HRTimelineGroup
Fulton Bank, N.A.83,076$33.4M1.29%-3,09613F-HRTimeline
XML Financial, LLC81,427$32.7M3%+33313F-HRTimeline
Wellspring Financial Advisors, LLC80,855$32.5M3.4%-1,60013F-HRTimeline
CWM, LLCin group CWM, LLC78,911$31.7M0.13%+7,27113F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC78,535$31.5M1.8%+1,85413F-HRTimeline
Sanchez Wealth Management Group78,226$31.4M8.58%+6,05013F-HRTimeline
Black Swift Group, LLC77,715$31.2M6.62%-1,78713F-HRTimeline
Ullmann Wealth Partners Group, LLC77,076$31M3.99%-65013F-HRTimeline
Montecito Bank & Trust77,046$30.9M5.36%-36313F-HRTimeline
CW Advisors, LLC75,811$30.4M0.42%+15,84313F-HRTimeline
JENNISON ASSOCIATES LLC74,345$29.9M0.02%+7,71913F-HRTimeline
Atria Wealth Solutions, Inc.72,310$29M0.32%+5,23813F-HRTimeline
COUNTRY CLUB BANK71,308$28.9M1.93%-2,49213F-HRTimeline
SVB WEALTH LLC71,385$28.7M0.54%new13F-HRTimeline
PFW Advisors LLC70,716$28.4M8.73%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,321$28.2M0.03%+25,32213F-HRTimelineGroup
Capital Planning Advisors, LLC70,295$28.2M4.36%+3,13713F-HRTimeline