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Disclosery

IWF ISHARES TR

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,219,044$12.4B1%-1,227,63513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY27,366,214$11.6B0.76%+2,475,98013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,580,184$4.07B0.66%-108,03313F-HRTimelineGroup
FMR LLCin group FMR LLC8,792,094$3.73B0.21%-669,61713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,216,343$3.06B0.21%+411,17213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,029,794$2.56B-283,004Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,355,637$2.27B+58,683Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,049,456$2.14B0.29%-60,35313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,309,234$1.83B0.4%-80,38113F-HRTimelineGroup
LPL Financial LLC3,489,415$1.48B0.49%+209,34413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,385,164$1.44B0.49%+5,17313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,112,830$1.32B0.85%+13,75813F-HRTimelineGroup
TIAAgroup of 2 filers holding2,990,421$1.27B-217,171Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,729,778$1.16B2.03%+372,06413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,560,776$1.09B3.74%+27,92713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,105,585$894M1.31%-35,73913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,104,704$894M1.18%-68,56513F-HRTimeline
SIGNATUREFD, LLC1,799,924$764M13.04%-54,79413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,674,902$711M0.14%+82,90413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,499,825$637M0.16%-87,84413F-HRTimelineGroup
Circle Wealth Management, LLC1,287,223$547M12.15%-1,23513F-HRTimeline
Cetera Investment Advisers1,273,366$541M0.91%+17,41513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,262,727$536M0.52%-74,45913F-HRTimelineGroup
SYNOVUS FINANCIAL CORP1,214,533$516M6.31%+13,38413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,213,513$515M0.1%-6,93113F-HRTimelineGroup
HighTower Advisors, LLC1,170,425$497M0.62%+3,27813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,114,100$473M0.85%+73,50013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,056,047$448M0.01%-162,90613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,038,054$441M0.55%-21,58013F-HRTimelineGroup
GLOBALT Investments LLC / GA937,942$398M15.26%-29,48713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC884,860$376M0.67%-45,94513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…864,802$368M0.81%+27,32113F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.807,501$343M0.61%-58,51713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding779,409$331M-39,917Timeline
Janney Montgomery Scott LLC775,136$329M0.86%-17,13213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.726,290$308M0.55%+95,88913F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP692,276$294M0.39%-820,95013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…673,593$286M0.21%+27,50413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC669,827$284M0.37%-55,24513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC665,839$283M0.2%+28,04313F-HRTimelineGroup
CHOREO, LLC658,277$279M3.9%+3,60313F-HRTimeline
COMERICA BANK650,888$276M1.07%+12,48513F-HRTimeline
NorthCoast Asset Management LLC629,660$267M1.14%-6,22113F-HRTimeline
Waldron Private Wealth LLC593,071$252M10.98%+2,41313F-HRTimeline
CHURCHILL MANAGEMENT Corp581,381$247M2.68%-801,12213F-HRTimeline
Mariner, LLCin group Mariner, LLC579,441$246M0.36%+16,00213F-HRTimelineGroup
1ST SOURCE BANK563,612$239M13.2%-11,54513F-HRTimeline
Clearstead Advisors, LLC558,416$237M3.33%-10,11013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding514,565$218M-14,946Timeline
MML INVESTORS SERVICES, LLC499,599$212M0.61%-52,36913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS476,161$202M0.45%+42,27513F-HRTimeline
Creative Planningin group Creative Planning467,125$198M0.17%+4,49713F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP467,049$198M1.37%-4,39313F-HRTimelineGroup
Cresset Asset Management, LLC463,128$197M0.99%-54,72113F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK456,075$194M1.14%+3,86113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP436,446$184M0.14%+65,12513F-HRTimelineGroup
Stairway Partners, LLC428,014$182M10.31%+36,92213F-HRTimeline
IEQ CAPITAL, LLC427,907$182M1.11%-1,07113F-HRTimeline
STALEY CAPITAL ADVISERS INC424,156$180M7.66%+55613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…405,606$174M0.29%-5,12713F-HRTimeline
MAI Capital Management398,651$169M1.18%-21,87813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.392,067$166M7.49%+19,98713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV375,463$159M0.36%-14,98113F-HRTimeline
D.A. DAVIDSON & CO.362,956$154M1.09%+1,08013F-HRTimeline
J.Safra Asset Management Corp356,574$151M10.54%+16,45813F-HR/ATimeline
OAKWORTH CAPITAL, INC.354,660$151M9.71%+1,44213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.354,183$150M1.89%-12,00713F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC349,293$148M1%+10,64713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/305,750$130M0.07%-4,99213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.305,748$130M0.71%+10,16013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC290,695$123M0.65%+82,29013F-HRTimelineGroup
Confluence Wealth Services, Inc.281,103$119M6.51%+10,62913F-HRTimeline
Private Advisor Group, LLC275,165$117M0.63%+37513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC321,419$117M0.46%+39,13713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers273,670$116M0.18%-306,08413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC270,073$115M1.37%+4,07713F-HRTimeline
Modera Wealth Management, LLC268,453$114M1.41%+1,91013F-HRTimeline
Orion Porfolio Solutions, LLC255,867$109M0.93%-20,11013F-HR/ATimeline
SIMON QUICK ADVISORS, LLC254,851$108M5.48%+6,03513F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding253,492$108M+7,205Timeline
Qalhat Capital Ltd250,930$107M15.15%+23,76413F-HRTimeline
BLAIR WILLIAM & CO/IL249,093$106M0.29%+28,47013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…246,602$105M1.44%+3,14513F-HRTimelineGroup
Steward Partners Investment Advisory, L…235,596$100M0.78%+3,13213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA229,000$97.2M0.2%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC228,169$96.9M0.06%-1,60913F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC225,609$95.8M0.29%-159,91313F-HRTimeline
Kensington Asset Management, LLC224,830$95.5M7.21%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN ADVISORY INCin group BROWN ADVISORY INC221,168$93.9M0.12%-120,10113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.218,309$92.7M0.03%+11,60913F-HRTimeline
Wealthspire Advisors, LLC218,300$92.7M0.52%-1,93813F-HRTimeline
Covenant Partners, LLC217,944$92.5M27.62%+2,84113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…217,498$92.3M0.34%-13,69313F-HRTimelineGroup
Beacon Pointe Advisors, LLC216,816$92.1M0.96%+2,18213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC205,988$87.5M1.18%-7,84313F-HRTimeline
First Business Financial Services, Inc.205,395$87.2M7.86%-33913F-HRTimeline
Cedar Mountain Advisors, LLC203,692$86.5M17.97%+8013F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…197,650$83.9M6.04%+12,92413F-HRTimelineGroup
Cambridge Investment Research Advisors,…194,548$82.6M0.25%+49,65413F-HRTimeline
Baker Avenue Asset Management, LP194,267$82.5M2.35%-23213F-HRTimeline
NewEdge Advisors, LLC189,594$80.5M0.42%-6,09413F-HRTimeline
Mesirow Financial Investment Management…188,769$80.2M1.56%-2,43413F-HRTimeline
TruWealth Advisors, LLC188,677$80.1M4.41%+4,15213F-HRTimeline
Graypoint LLC188,271$79.9M4.5%-3,94613F-HRTimeline
EP Wealth Advisors, LLC180,225$76.5M0.5%+1,72113F-HRTimeline
Pinnacle Financial Partners Inc178,269$75.7M1.59%-69013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.174,992$74.3M7.64%-8,66913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …170,849$72.5M9.76%-7,12713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.163,607$69.5M0.57%-30,08613F-HRTimelineGroup
Ascent Wealth Partners, LLC161,954$68.8M8.49%-5,22713F-HRTimeline
CX Institutional157,447$66.8M2.33%+14,76313F-HR/ATimeline
Waverly Advisors, LLC155,524$66M0.72%-18713F-HRTimeline
FSA Wealth Management LLC149,047$63.3M24.69%-66713F-HRTimeline
Capital Advisors, Ltd. LLC147,458$62.6M7.72%-14513F-HRTimeline
Paulson Wealth Management Inc.141,890$60.2M15.6%+2,32413F-HRTimeline
RWA WEALTH PARTNERS, LLC141,610$60.1M0.75%+52,16313F-HRTimeline
Sanctuary Advisors, LLC138,292$58.7M0.36%+12,25513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding136,273$57.9M+8,363Timeline
Rodgers & Associates, LTD135,890$57.7M6.34%+11,42113F-HRTimeline
Ellenbecker Investment Group135,310$57.5M9.28%+9,60813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…134,261$57M0.12%-204,57613F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP130,761$55.5M1.21%-2,74113F-HRTimeline
Cynosure Group, LLC130,208$55.3M6.26%+513F-HRTimeline
AMG National Trust Bank128,978$54.8M1.44%-8,94913F-HRTimeline
Avidian Wealth Enterprises, LLC128,270$54.5M2.21%+19113F-HRTimeline
Allworth Financial LP125,825$53.4M0.26%-96613F-HRTimeline
Nadler Financial Group, Inc.123,624$52.5M5.37%-4,66013F-HRTimeline
Summit Trail Advisors, LLC123,353$52.4M0.9%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.121,562$51.6M0.83%-9,19313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Marquette Asset Management, LLC121,425$51.6M8.64%-15613F-HRTimeline
NewEdge Wealth, LLC116,135$51.4M0.8%+1,89713F-HRTimeline
Relyea Zuckerberg Hanson LLC120,556$51.2M6%-40913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC118,365$50.3M0.36%+13,31213F-HR/ATimelineGroup
NorthRock Partners, LLC118,040$50.1M1.31%+3,84713F-HR/ATimeline
Integrated Investment Consultants, LLC115,552$49.1M9.64%+2,52113F-HRTimeline
Capstone Financial Advisors, Inc.115,114$48.9M2.83%+9413F-HRTimeline
Badgley Phelps Wealth Managers, LLC113,274$48.1M1.07%+5,54613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC112,779$47.9M0.43%+14,61713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…112,659$47.8M7.66%-2,05613F-HRTimeline
Midwest Trust Co112,027$47.6M0.66%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …112,389$47.2M0.08%-79,76113F-HRTimelineGroup
Flaharty Asset Management, LLC110,986$47.1M6.45%+4,90013F-HR/ATimeline
First Horizon Advisors, Inc.109,533$46.5M1.21%-1,15913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding106,100$45M-70,340Timeline
TD PRIVATE CLIENT WEALTH LLC105,489$44.8M1.1%-22,55213F-HRTimeline
Prospera Financial Services Inc105,008$44.6M0.83%+74,49913F-HRTimeline
E&G Advisors, LLC104,518$44.3M11.49%-56713F-HRTimeline
RMR Wealth Builders103,644$44M4%-41613F-HRTimeline
Hirtle & Co., LLC103,343$43.9M1.66%+55413F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC103,037$43.7M14.17%+92,48413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC102,636$43.6M0.04%+30,03913F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.102,098$43.3M25.22%-9413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC101,770$43.2M13.75%+30,96913F-HRTimeline
Sheridan Capital Management, LLC101,366$43M29.68%+14413F-HRTimeline
RTD Financial Advisors, Inc.99,033$42M5.38%-2,91613F-HRTimeline
Portfolio Strategies, Inc.98,426$41.8M5.44%-58813F-HRTimeline
Berkshire Money Management, Inc.97,528$41.4M4.36%-24,36713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\97,313$41.3M0.02%+18213F-HRTimelineGroup
BOKF, NAin group BOKF, NA96,867$41.1M0.67%-49513F-HRTimelineGroup
Newbrook Capital Advisors LP95,988$40.8M5.14%+35,05113F-HRTimeline
Strategic Point Investment Advisors, LLC95,063$40.4M6.22%+71913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…94,750$40.2M2.1%-27,63813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC94,287$40M0.37%+6,96913F-HRTimelineGroup
Accredited Investors Inc.92,951$39.5M2.33%-2,43213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.92,085$39.1M1.9%+1,45813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC89,833$38.1M2.43%-4,65513F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…88,614$37.6M6.91%+58413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.87,812$37.3M3.04%+1,86913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC86,928$36.9M1.44%-4,21913F-HRTimelineGroup
Cordatus Wealth Management LLC85,259$36.2M8.9%+69,06413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,127$35.7M0.03%new13F-HRTimelineGroup
Bluesphere Advisors LLC84,016$35.7M17.79%+91413F-HRTimeline
CWM, LLCin group CWM, LLC83,867$35.6M0.13%+4,73513F-HRTimelineGroup
BRIGHTON JONES LLC83,580$35.5M0.96%-1,07713F-HRTimeline
Parkside Financial Bank & Trust82,574$35.1M3.78%-1,50513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,263$34.9M0.28%-85513F-HRTimelineGroup
Capital Advisors Wealth Management, LLC82,157$34.9M5.48%+2,25813F-HRTimeline
Sanchez Wealth Management Group81,818$34.7M8.38%+1,14713F-HRTimeline
XML Financial, LLC81,135$34.4M2.99%+3,98213F-HRTimeline
Avantax Planning Partners, Inc.81,050$34.4M1.09%-9,21913F-HRTimeline
Robertson Stephens Wealth Management, L…80,887$34.3M1.19%-14,87913F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC80,572$34.2M1.08%+15,60013F-HRTimelineGroup
Simmons Bankin group Simmons Bank80,080$34M2.42%-3,09313F-HRTimelineGroup
Fulton Bank, N.A.78,106$33.2M1.22%-4,19313F-HRTimeline
TSFG, LLC77,754$33M5.97%-11,81113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC77,289$32.8M0.02%-296,49313F-HRTimelineGroup
Saiph Capital, LLC76,869$32.6M12.71%-10,17013F-HRTimeline
Caliber Wealth Management, LLC / KS76,709$32.6M3.5%+67,57613F-HRTimeline
Ullmann Wealth Partners Group, LLC76,674$32.6M3.85%-20613F-HRTimeline
Wellspring Financial Advisors, LLC75,632$32.1M3.23%-3,81913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC75,590$32.1M1.74%-1,68613F-HRTimeline
HB Wealth Management, LLC75,137$31.9M0.26%+1,31813F-HRTimeline
SMITH, MOORE & CO.73,049$31M2.6%+2,95313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…72,300$30.7M0.18%-3,10013F-HRTimelineGroup
SCS Capital Management LLC72,213$30.7M0.34%+8113F-HRTimeline
CW Advisors, LLC71,209$30.2M0.29%-2,16813F-HRTimeline
Global Retirement Partners, LLC70,764$30M0.74%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…70,159$29.8M0.17%-54013F-HRTimeline
Jasper Ridge Partners, L.P.69,729$29.6M0.74%013F-HRTimeline
B&D White Capital Company, LLC69,461$29.5M4.49%new13F-HRTimeline