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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,446,679$11B0.98%-115,66813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,890,234$8.99B0.64%+834,27013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,688,217$3.5B0.66%+68,24313F-HR/ATimelineGroup
FMR LLCin group FMR LLC9,461,711$3.42B0.22%+4,42813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,805,171$2.46B0.19%-310,87413F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,312,798$2.28B0.5%+116,25913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,296,954$1.91B-164,756Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,109,809$1.85B0.27%+208,59813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,389,615$1.59B0.38%-124,61113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,379,991$1.22B0.46%-24,72813F-HRTimelineGroup
LPL Financial LLC3,280,071$1.18B0.46%+133,62113F-HRTimeline
TIAAgroup of 2 filers holding3,207,592$1.16B+1,128,807Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,099,072$1.12B0.59%-21,25913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,532,849$914M3.33%-222,45013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,357,714$851M1.64%+3,01713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,173,269$785M1.11%+75,02713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,141,324$773M1.24%-30,24513F-HRTimelineGroup
SIGNATUREFD, LLC1,854,718$670M12.69%-212,18813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,591,998$575M0.13%-76,57413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,587,669$573M0.15%+111,76713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,513,226$546M0.89%+738,75013F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp1,382,503$499M6.33%-3,55313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,337,186$483M0.51%+22513F-HRTimelineGroup
Circle Wealth Management, LLC1,288,458$465M10.78%-9913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,285,798$464M0.09%+973,25013F-HRTimelineGroup
Cetera Investment Advisers1,255,951$454M0.88%-8,75213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,220,444$441M0.09%-90,40513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,218,953$440M0.01%+139,32213F-HRTimelineGroup
SYNOVUS FINANCIAL CORP1,201,149$434M5.61%-81,56813F-HRTimeline
HighTower Advisors, LLC1,167,147$421M0.57%-3,00813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,059,634$383M0.51%+6,52213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,040,600$376M0.82%+82,60013F-HRTimelineGroup
GLOBALT Investments LLC / GA967,429$349M14.27%-93,80913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC930,805$336M0.69%-12,71313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…837,481$302M0.75%+83,13313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding819,326$296M-12,417Timeline
Janney Montgomery Scott LLC792,268$286M0.81%-5,43613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/786,659$284M0.03%+54,76713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.866,018$277M0.59%-80,82013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC725,072$262M0.37%-106,12313F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…691,000$250M4.57%013F-HRTimelineGroup
CHOREO, LLC654,674$236M3.67%-21,39013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…646,089$233M0.19%+26,19913F-HRTimelineGroup
COMERICA BANK638,403$231M0.97%-12,28813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC637,796$230M0.18%+69,20513F-HRTimelineGroup
NorthCoast Asset Management LLC635,881$230M1.15%-8,06113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.630,401$228M0.51%+31,42213F-HRTimelineGroup
Waldron Private Wealth LLC590,658$213M10.07%-71113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers579,754$209M0.39%+392,46713F-HRTimelineGroup
1ST SOURCE BANK575,157$208M12.24%-9,45813F-HRTimeline
Clearstead Advisors, LLC568,526$205M3.19%-11,03113F-HRTimeline
Mariner, LLCin group Mariner, LLC563,439$203M0.34%+17,23813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC551,968$199M0.66%+12,50513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding529,511$191M+1,525Timeline
Cresset Asset Management, LLC517,849$187M0.94%-5,03213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP471,442$170M1.27%-13,17813F-HRTimelineGroup
Creative Planningin group Creative Planning462,628$167M0.16%+8,08613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK452,214$163M1.04%+9,85013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS433,886$157M0.39%+5,60313F-HRTimeline
IEQ CAPITAL, LLC428,978$155M1.23%+45,86413F-HRTimeline
STALEY CAPITAL ADVISERS INC423,600$153M6.92%-2,11313F-HRTimeline
MAI Capital Management420,529$152M1.15%-6,15013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…410,733$148M0.28%+6,06413F-HRTimeline
Stairway Partners, LLC391,092$141M8.7%+2,24513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV390,444$141M0.32%+5,88413F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC385,522$139M0.44%-118,09713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC373,782$135M0.08%-112,46013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.372,080$134M6.58%-63,83113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP371,321$134M0.12%+63,25813F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.366,190$132M1.85%-12,38913F-HRTimelineGroup
D.A. DAVIDSON & CO.361,876$131M1.05%-6,17613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…338,837$131M0.29%+11,15713F-HR/ATimelineGroup
OAKWORTH CAPITAL, INC.353,218$128M8.88%-2,75013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC341,269$123M0.18%+49,48613F-HRTimelineGroup
J.Safra Asset Management Corp340,116$123M9.99%+8,79413F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC338,646$122M0.88%+36,67513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/310,742$112M0.06%-28,65213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.295,588$107M0.65%+32,24413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC282,282$102M0.44%+3,72313F-HRTimelineGroup
Orion Porfolio Solutions, LLC275,977$99.7M0.98%-15,41713F-HRTimeline
Orion Portfolio Solutions, LLC275,977$99.7M0.98%-15,41713F-HR/ATimeline
Private Advisor Group, LLC274,790$99.2M0.6%-5,35613F-HRTimeline
Modera Wealth Management, LLC266,543$96.2M1.3%-4,82413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC265,996$96M1.32%+6,55013F-HRTimeline
Confluence Wealth Services, Inc.270,474$94.5M5.96%+17,27713F-HRTimeline
SIMON QUICK ADVISORS, LLC248,816$89.8M5.11%-7,85813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding246,287$88.9M-27,607Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…243,457$87.9M1.29%-25,34513F-HRTimelineGroup
Steward Partners Investment Advisory, L…232,464$83.9M0.74%+14,29513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…231,191$83.5M0.33%+2,43113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC229,778$83M0.06%+10,74513F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA229,000$82.7M0.19%013F-HR/ATimelineGroup
Qalhat Capital Ltd227,166$82M17.22%+44,51113F-HRTimeline
BLAIR WILLIAM & CO/IL220,623$79.7M0.24%+4,01813F-HRTimeline
Wealthspire Advisors, LLC220,238$79.5M0.48%+100,56513F-HRTimeline
Covenant Partners, LLC215,103$77.7M25.13%+57,66013F-HRTimeline
Beacon Pointe Advisors, LLC214,634$77.5M0.87%-16,76713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC213,831$77.2M1.11%-8,71513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC208,405$75.3M0.44%+4,00313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.206,700$74.6M0.03%+18,79413F-HRTimeline
First Business Financial Services, Inc.205,734$74.3M7.3%+2,57713F-HRTimeline
Cedar Mountain Advisors, LLC203,612$73.5M16.47%-95513F-HRTimeline
NewEdge Advisors, LLC195,688$70.7M0.42%-5,73513F-HRTimeline
Baker Avenue Asset Management, LP194,499$70.2M2.2%+5113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.193,693$69.9M0.66%-26,53213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …192,150$69.9M0.12%+10,74113F-HRTimelineGroup
Graypoint LLC192,217$69.4M4.32%+76713F-HRTimeline
Mesirow Financial Investment Management…191,203$69M1.34%-1,45413F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…184,726$66.7M5.38%+17,40813F-HRTimelineGroup
TruWealth Advisors, LLC184,525$66.6M4.02%+3,73813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.183,661$66.3M7.12%-13,70213F-HRTimeline
Pinnacle Financial Partners Inc178,959$66.3M1.34%+57213F-HRTimeline
EP Wealth Advisors, LLC178,504$64.5M0.51%-5,53613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …177,976$64.3M8.34%+46,18713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding176,440$63.9M+10,141Timeline
Ascent Wealth Partners, LLC167,181$60.4M8.1%+5,22913F-HRTimeline
Waverly Advisors, LLC155,711$56.2M0.69%-5,90913F-HRTimeline
FSA Wealth Management LLC149,714$54.1M22.94%+2813F-HRTimeline
Capital Advisors, Ltd. LLC147,603$53.3M7.02%-2,97813F-HRTimeline
Cambridge Investment Research Advisors,…144,894$52.3M0.18%-12,93213F-HRTimeline
CX Institutional142,684$51.5M1.94%+40,50413F-HRTimeline
Paulson Wealth Management Inc.139,566$50.4M14.19%+6,20913F-HRTimeline
AMG National Trust Bank137,927$49.8M1.4%-1,43013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP133,502$48.2M1.21%+29,38413F-HRTimeline
One Capital Management, LLC132,291$47.8M1.61%-3,14913F-HRTimeline
Amundiin group Amundi131,944$47.6M0.02%-1,20413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.130,755$47.2M0.83%+5,62713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cynosure Group, LLC130,203$47M6.48%-59113F-HRTimeline
Nadler Financial Group, Inc.128,284$46.3M5.13%-3,31913F-HRTimeline
Avidian Wealth Enterprises, LLC128,079$46.2M2.06%-4,05513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC128,041$46.2M1.27%-3,65713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding127,910$46.2M-35,859Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…122,388$45.9M1.85%+4,69413F-HRTimelineGroup
Allworth Financial LP126,791$45.6M0.26%-2,43113F-HRTimeline
Sanctuary Advisors, LLC126,037$45.5M0.32%+2,75113F-HRTimeline
Ellenbecker Investment Group125,702$45.4M8.16%+21,85813F-HRTimeline
Rodgers & Associates, LTD124,469$44.9M5.48%-1,20013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO122,423$44.2M0.33%+63,33213F-HRTimeline
Berkshire Money Management, Inc.121,895$44M4.94%-3,79013F-HRTimeline
Marquette Asset Management, LLC121,581$43.9M7.74%-1,92713F-HRTimeline
Relyea Zuckerberg Hanson LLC120,965$43.7M5.89%+28613F-HRTimeline
Capstone Financial Advisors, Inc.115,020$41.5M2.61%-21713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…114,715$41.4M7.25%-1,94613F-HRTimeline
NewEdge Wealth, LLC114,238$41.3M0.75%-9,78613F-HRTimeline
NorthRock Partners, LLC114,193$41.2M1.39%-6,10213F-HRTimeline
Integrated Investment Consultants, LLC113,031$40.8M8.13%+89313F-HR/ATimeline
FINANCIAL COUNSELORS INC111,331$40.2M0.61%-7,25913F-HRTimeline
First Horizon Advisors, Inc.110,692$40M1.13%-4,81913F-HRTimeline
Badgley Phelps Wealth Managers, LLC107,728$38.9M0.94%-2,30313F-HRTimeline
Flaharty Asset Management, LLC106,086$38.3M5.53%-20,52613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC105,053$37.9M0.32%-3,68313F-HR/ATimelineGroup
E&G Advisors, LLC105,085$37.9M10.7%-70013F-HRTimeline
RMR Wealth Builders104,060$37.6M3.95%-3,14413F-HRTimeline
Hirtle & Co., LLC102,789$37.1M1.45%-2,38113F-HRTimeline
LBJ Family Wealth Advisors, Ltd.102,192$36.9M23.56%-2,07813F-HRTimeline
RTD Financial Advisors, Inc.101,949$36.8M4.95%-14,51713F-HRTimeline
Sheridan Capital Management, LLC101,222$36.6M26.63%-62713F-HRTimeline
Portfolio Strategies, Inc.99,014$35.8M5.54%+5,37613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC98,162$35.4M0.34%-27613F-HRTimeline
BOKF, NAin group BOKF, NA97,362$35.2M0.62%-34513F-HRTimelineGroup
JENNISON ASSOCIATES LLC97,246$35.1M0.02%+22,90113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\97,131$35.1M0.01%-6,28413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…95,766$34.6M1.29%-28,88813F-HRTimeline
Accredited Investors Inc.95,383$34.4M2.14%-54513F-HRTimeline
JFS WEALTH ADVISORS, LLC94,488$34.1M2.31%+3,57713F-HRTimeline
Strategic Point Investment Advisors, LLC94,344$34.1M5.67%-94613F-HRTimeline
Lindbrook Capital, LLC93,450$33.7M3.11%-1,05113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC91,147$32.9M1.41%+89,93113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.90,627$32.7M1.79%-1,89113F-HR/ATimelineGroup
Avantax Planning Partners, Inc.90,269$32.6M1.15%+22,50613F-HRTimeline
TSFG, LLC89,565$32.3M6.61%+2,81613F-HRTimeline
RWA WEALTH PARTNERS, LLC89,447$32.3M0.41%-64,06013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…88,030$31.8M6.64%+2,75613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC87,318$31.5M0.39%+20,01013F-HRTimelineGroup
Saiph Capital, LLC87,039$31.4M15.01%-1,46313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.85,943$31M2.84%+1,46413F-HRTimelineGroup
BRIGHTON JONES LLC84,657$30.6M0.98%-85513F-HRTimeline
Parkside Financial Bank & Trust84,079$30.4M3.86%-1,60513F-HRTimeline
Simmons Bankin group Simmons Bank83,173$30M2.26%-1,40113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,118$30M0.26%-73413F-HRTimelineGroup
Bluesphere Advisors LLC83,102$30M17.17%+18,48813F-HRTimeline
Fulton Bank, N.A.82,299$29.7M1.2%-77713F-HRTimeline
Sanchez Wealth Management Group80,671$29.1M7.91%+2,44513F-HRTimeline
Capital Advisors Wealth Management, LLC79,899$28.9M5.1%-9,55613F-HRTimeline
Wellspring Financial Advisors, LLC79,451$28.7M3.2%-1,40413F-HRTimeline
CWM, LLCin group CWM, LLC79,132$28.6M0.11%+22113F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC77,276$27.9M1.67%-1,25913F-HRTimeline
XML Financial, LLC77,153$27.9M2.6%-4,27413F-HRTimeline
Ullmann Wealth Partners Group, LLC76,880$27.8M3.69%-19613F-HRTimeline
Montecito Bank & Trust75,918$27.4M4.85%-1,12813F-HRTimeline
Atria Wealth Solutions, Inc.75,446$27.2M0.33%+3,13613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…75,400$27.2M0.15%-28,60013F-HRTimelineGroup
Winslow Capital Management, LLC74,334$26.8M0.11%+32,48413F-HRTimeline
HB Wealth Management, LLC73,819$26.7M0.22%+9,63313F-HRTimeline
CW Advisors, LLC73,377$26.5M0.32%-2,43413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC72,597$26.2M0.03%+32,65013F-HRTimelineGroup
SCS Capital Management LLC72,132$26M0.33%new13F-HR/ATimeline
Black Swift Group, LLC70,985$25.6M5.8%-6,73013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC70,801$25.6M9.32%+4,01213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…70,699$25.5M0.16%+66,25913F-HRTimeline