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Disclosery

IWF ISHARES TR

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STOK (fund)

2,335 managers (2,358 13F filers) reported a position in IWF shares at 2025-09-30, 194,425,570 shares in all. 125 filers opened a position and 62 filers sold out during the quarter.

Managers
2,335
13F filers
2,358
New
125
Added
667
Reduced
883
Sold out
62
Shares held by filers
194,425,570

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/27,579,074$12.9B0.97%-1,639,97013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY27,048,285$12.7B0.77%-317,92913F-HR/ATimelineGroup
FMR LLCin group FMR LLC8,786,354$4.12B0.21%-5,74013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,425,658$3.48B0.22%+209,31513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,300,031$3.42B0.49%-2,280,15313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,900,878$2.76B-128,916Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,458,872$2.56B0.33%+409,41613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,234,774$2.45B-120,863Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,343,006$2.03B0.41%+33,77213F-HRTimelineGroup
LPL Financial LLC3,691,684$1.73B0.5%+202,26913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,383,314$1.58B0.51%-1,85013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,110,490$1.46B0.88%-2,34013F-HRTimelineGroup
TIAAgroup of 2 filers holding3,058,276$1.43B+67,855Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,761,205$1.29B2.08%+31,42713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,529,809$1.18B3.98%-30,96713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,085,034$977M1.32%-20,55113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,001,110$937M1.21%-103,59413F-HRTimeline
SIGNATUREFD, LLC1,790,256$839M13.23%-9,66813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,742,341$816M0.15%+67,43913F-HRTimelineGroup
Cetera Investment Advisers1,559,245$730M0.85%+285,87913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,423,816$667M0.15%-76,00913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,351,140$633M+571,731Timeline
HighTower Advisors, LLC1,290,494$604M0.69%+120,06913F-HRTimeline
Circle Wealth Management, LLC1,287,223$603M11.73%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,225,855$574M0.1%+12,34213F-HRTimelineGroup
SYNOVUS FINANCIAL CORP1,214,072$569M6.51%-46113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,178,838$552M0.01%+122,79113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,123,348$526M0.48%-139,37913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.942,196$441M0.76%+134,69513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\941,199$441M0.52%-96,85513F-HRTimelineGroup
GLOBALT Investments LLC / GA913,582$428M15.63%-24,36013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…888,976$416M0.81%+24,17413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC798,380$374M0.61%-86,48013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/798,020$374M0.04%+779,18013F-HRTimeline
Janney Montgomery Scott LLC763,352$358M0.85%-11,78413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC755,857$354M0.42%+86,03013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.769,361$351M0.49%+43,07113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP713,855$334M0.53%+21,57913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…680,581$319M0.21%+6,98813F-HRTimelineGroup
CHOREO, LLC640,805$300M3.91%-17,47213F-HRTimeline
NorthCoast Asset Management LLC623,541$292M1.14%-6,11913F-HRTimeline
COMERICA BANK614,880$288M1.08%-36,00813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC603,273$283M0.2%-62,56613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP586,857$275M0.42%-527,24313F-HRTimelineGroup
Waldron Private Wealth LLC582,748$273M11.06%-10,32313F-HRTimeline
Mariner, LLCin group Mariner, LLC578,768$271M0.35%-67313F-HRTimelineGroup
1ST SOURCE BANK568,098$266M14.03%+4,48613F-HRTimeline
Clearstead Advisors, LLC552,966$259M3.77%-5,45013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding512,049$240M-2,516Timeline
MML INVESTORS SERVICES, LLC511,865$240M0.64%+12,26613F-HRTimeline
Cresset Asset Management, LLC479,445$225M0.99%+16,31713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP480,061$223M0.15%+43,61513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS466,706$219M0.45%-9,45513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK462,049$216M1.2%+5,97413F-HRTimelineGroup
Creative Planningin group Creative Planning461,381$216M0.17%-5,74413F-HRTimelineGroup
IEQ CAPITAL, LLC456,239$214M0.65%+28,33213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP455,138$213M1.39%-11,91113F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV438,658$205M0.34%+63,19513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.428,413$201M7.53%+36,34613F-HRTimelineGroup
Stairway Partners, LLC423,606$198M10.54%-4,40813F-HRTimeline
STALEY CAPITAL ADVISERS INC411,218$193M7.91%-12,93813F-HRTimeline
MAI Capital Management400,448$188M1.17%+1,79713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…396,994$187M0.28%-8,61213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC376,589$176M0.72%+85,89413F-HRTimelineGroup
J.Safra Asset Management Corp366,955$172M10.44%+10,38113F-HRTimeline
D.A. DAVIDSON & CO.362,459$170M1.09%-49713F-HRTimeline
OAKWORTH CAPITAL, INC.357,083$167M9.67%+2,42313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.348,828$163M1.9%-5,35513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/346,628$162M0.07%+40,87813F-HRTimelineGroup
Steward Partners Investment Advisory, L…345,275$162M0.93%+109,67913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC338,966$159M1.05%-10,32713F-HRTimeline
Beacon Pointe Advisors, LLC314,401$147M1.25%+97,58513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC308,232$144M0.19%+87,06413F-HRTimelineGroup
Confluence Wealth Services, Inc.291,459$137M6.73%+10,35613F-HRTimeline
ALLIANCEBERNSTEIN L.P.285,555$134M0.04%+67,24613F-HRTimeline
Modera Wealth Management, LLC274,325$128M1.49%+5,87213F-HRTimeline
Private Advisor Group, LLC272,940$128M0.63%-2,22513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding272,165$127M+18,673Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC270,668$127M0.48%-50,75113F-HRTimelineGroup
Qalhat Capital Ltd265,463$124M100%+14,53313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC262,935$123M0.98%-7,13813F-HRTimeline
SIMON QUICK ADVISORS, LLC255,276$120M5.41%+42513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…254,613$119M1.52%+8,01113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC254,376$119M0.06%+177,08713F-HRTimelineGroup
Orion Porfolio Solutions, LLC252,292$118M0.92%-3,57513F-HRTimeline
BLAIR WILLIAM & CO/IL250,798$117M0.31%+1,70513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA229,000$107M0.19%013F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC227,851$107M0.35%+2,24213F-HRTimeline
Kensington Asset Management, LLC224,830$105M6.31%013F-HRTimeline
Covenant Partners, LLC221,527$104M29.42%+3,58313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…212,723$99.6M0.35%-4,77513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers211,094$98.9M0.14%-62,57613F-HRTimelineGroup
Wealthspire Advisors, LLC207,896$97.4M0.51%-10,40413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC205,195$96.1M0.06%-22,97413F-HRTimelineGroup
Cambridge Investment Research Advisors,…203,358$95.3M0.26%+8,81013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…200,382$93.9M0.18%+66,12113F-HRTimelineGroup
Cedar Mountain Advisors, LLC195,500$91.6M17.83%-8,19213F-HRTimeline
Baker Avenue Asset Management, LP194,734$91.2M2.18%+46713F-HRTimeline
NewEdge Advisors, LLC193,154$90.5M0.41%+3,56013F-HRTimeline
Mesirow Financial Investment Management…190,001$89M1.59%+1,23213F-HRTimeline
First Business Financial Services, Inc.187,768$88M8.07%-17,62713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …205,824$87.4M10.3%+34,97513F-HRTimelineGroup
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…180,004$84.3M5.68%-17,64613F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC174,431$81.7M1.04%-31,55713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.170,216$79.7M7.65%-4,77613F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC169,122$79.2M0.2%new13F-HRTimeline
Sanctuary Advisors, LLC162,823$76.3M0.44%+24,53113F-HR/ATimeline
Ascent Wealth Partners, LLC160,402$75.1M8.72%-1,55213F-HRTimeline
Waverly Advisors, LLC153,832$72.1M0.72%-1,69213F-HRTimeline
Summit Trail Advisors, LLC151,058$70.8M0.98%+27,70513F-HRTimeline
FSA Wealth Management LLC146,326$68.5M25.07%-2,72113F-HRTimeline
Capital Advisors, Ltd. LLC146,073$68.4M7.73%-1,38513F-HRTimeline
TruWealth Advisors, LLC145,455$68.1M3.44%-43,22213F-HRTimeline
Paulson Wealth Management Inc.141,547$66.3M15.67%-34313F-HRTimeline
Pinnacle Financial Partners Inc139,941$65.5M1.57%-38,32813F-HRTimeline
Ellenbecker Investment Group139,151$65.2M9.62%+3,84113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding134,371$62.9M-1,902Timeline
VICTORY CAPITAL MANAGEMENT INC134,171$62.9M0.04%+94,95113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP130,501$61.1M1.25%-26013F-HRTimeline
Rodgers & Associates, LTD130,393$61.1M6.3%-5,49713F-HRTimeline
RWA WEALTH PARTNERS, LLC130,108$60.9M0.69%-11,50213F-HRTimeline
AMG National Trust Bank129,196$60.5M1.48%+21813F-HRTimeline
Cynosure Group, LLC127,354$59.7M6.48%-2,85413F-HR/ATimeline
Americana Partners, LLC126,798$59.4M1.79%+71,70213F-HRTimeline
CX Institutional126,648$59.3M1.8%-30,79913F-HRTimeline
Allworth Financial LP125,226$58.7M0.26%-59913F-HRTimeline
Avidian Wealth Enterprises, LLC123,923$58M2.19%-4,34713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.122,517$57.4M0.87%+95513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Savant Capital, LLCin group Savant Capital, LLC119,861$56.1M0.34%+1,49613F-HR/ATimelineGroup
Marquette Asset Management, LLC119,586$56M8.57%-1,83913F-HRTimeline
Relyea Zuckerberg Hanson LLC119,053$55.8M5.86%-1,50313F-HRTimeline
NewEdge Wealth, LLC115,089$55.2M0.79%-1,04613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…116,207$54.4M7.97%+3,54813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC115,618$54.2M0.45%+2,83913F-HRTimeline
Capstone Financial Advisors, Inc.114,828$53.8M2.92%-28613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.114,518$53.6M0.39%-49,08913F-HRTimelineGroup
Nadler Financial Group, Inc.113,538$53.2M5.07%-10,08613F-HRTimeline
Berkshire Money Management, Inc.113,518$53.2M5.47%+15,99013F-HRTimeline
Midwest Trust Co112,477$52.7M0.69%+45013F-HRTimeline
Flaharty Asset Management, LLC112,180$52.5M6.68%+1,19413F-HRTimeline
Integrated Investment Consultants, LLC111,406$52.2M8.86%-4,14613F-HRTimeline
Badgley Phelps Wealth Managers, LLC111,052$52M1.09%-2,22213F-HRTimeline
NorthRock Partners, LLC110,933$52M0.94%-7,10713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding108,966$51M+2,866Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC108,565$50.9M0.03%+5,92913F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC104,754$49.1M14.12%+2,98413F-HRTimeline
Prospera Financial Services Inc104,367$48.9M0.83%-64113F-HRTimeline
E&G Advisors, LLC103,877$48.6M11.31%-64113F-HRTimeline
RMR Wealth Builders102,296$47.9M4.01%-1,34813F-HRTimeline
Hirtle & Co., LLC102,272$47.9M1.68%-1,07113F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC101,835$47.7M14.54%-1,20213F-HRTimeline
LBJ Family Wealth Advisors, Ltd.101,200$47.4M25.85%-89813F-HRTimeline
Accredited Investors Inc.99,393$46.6M2.6%+6,44213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …98,003$46.2M0.07%-14,38613F-HRTimelineGroup
Quantinno Capital Management LP98,508$46.1M0.13%+29,08813F-HRTimeline
BOKF, NAin group BOKF, NA97,376$45.6M0.69%+50913F-HRTimelineGroup
Portfolio Strategies, Inc.97,084$45.5M5.29%-1,34213F-HRTimeline
RTD Financial Advisors, Inc.96,856$45.4M5.45%-2,17713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC96,637$45.3M1.02%-8,85213F-HRTimeline
Strategic Point Investment Advisors, LLC96,225$45.1M6.47%+1,16213F-HRTimeline
CWM, LLCin group CWM, LLC94,933$44.5M0.13%+11,06613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC94,419$44.2M0.35%+13213F-HRTimelineGroup
HB Wealth Management, LLC90,111$42.2M0.29%+14,97413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.89,042$41.7M2.88%+1,23013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.88,511$41.5M1.81%-3,57413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC87,519$41M2.4%-2,31413F-HRTimeline
Waterway Wealth Management, LLC151,373$40.9M9.76%+97,81013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…87,161$40.8M6.63%-1,45313F-HRTimeline
Cordatus Wealth Management LLC85,350$40M9.43%+9113F-HRTimeline
FIRST HORIZON CORP84,603$39.6M1.86%13F-HRTimeline
Capital Advisors Wealth Management, LLC83,851$39.3M5.61%+1,69413F-HRTimeline
Sanchez Wealth Management Group83,201$39M8.65%+1,38313F-HRTimeline
BRIGHTON JONES LLC82,073$38.4M0.92%-1,50713F-HRTimeline
Bluesphere Advisors LLC81,841$38.3M17.57%-2,17513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE81,700$38.3M0.05%+23,10013F-HRTimelineGroup
XML Financial, LLC81,096$38M3.09%-3913F-HRTimeline
Robertson Stephens Wealth Management, L…80,881$37.9M1.14%-613F-HRTimeline
Avantax Planning Partners, Inc.78,771$36.9M1.06%-2,27913F-HRTimeline
Simmons Bankin group Simmons Bank78,577$36.8M2.45%-1,50313F-HRTimelineGroup
Parkside Financial Bank & Trust77,938$36.5M2.83%-4,63613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…77,784$36.4M0.26%-4,47913F-HRTimelineGroup
Fulton Bank, N.A.77,105$36.1M1.26%-1,00113F-HRTimeline
Ball & Co Wealth Management Inc.77,081$36.1M24.03%+31,25313F-HRTimeline
Ullmann Wealth Partners Group, LLC76,659$35.9M3.92%-1513F-HRTimeline
TSFG, LLC76,621$35.9M5.7%-1,13313F-HRTimeline
Wellspring Financial Advisors, LLC76,127$35.7M3.28%+49513F-HRTimeline
Saiph Capital, LLC75,930$35.6M12.8%-93913F-HRTimeline
Global Retirement Partners, LLC75,638$35.4M0.79%+4,87413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC75,526$35.4M1.76%-6413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\75,462$35.3M0.01%-21,85113F-HRTimelineGroup
B&D White Capital Company, LLC75,050$35.2M4.5%+5,58913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.74,959$35.1M1.19%+6,82913F-HRTimelineGroup
Montecito Bank & Trust74,798$35M5.44%13F-HRTimeline
SMITH, MOORE & CO.74,059$34.7M2.66%+1,01013F-HRTimeline
Caliber Wealth Management, LLC / KS72,590$34M3.79%-4,11913F-HRTimeline
Ashton Thomas Private Wealth, LLC71,596$33.5M0.87%+5,23013F-HRTimeline
VestGen Advisors, LLC71,349$33.4M1.11%+1,98213F-HRTimeline
SCS Capital Management LLC70,927$33.2M0.36%-1,28613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC70,924$33.2M1.18%-16,00413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB70,828$33.2M0.8%+14,75013F-HR/ATimeline