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Disclosery

IWF ISHARES TR

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STOK (fund)

2,508 managers (2,533 13F filers) reported a position in IWF shares at 2025-12-31, 200,369,501 shares in all. 108 filers opened a position and 76 filers sold out during the quarter.

Managers
2,508
13F filers
2,533
New
108
Added
752
Reduced
884
Sold out
76
Shares held by filers
200,369,501

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/28,021,788$13.3B0.96%+442,71413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY27,636,174$13.1B0.78%+587,88913F-HR/ATimelineGroup
FMR LLCin group FMR LLC8,419,923$3.99B0.2%-366,43113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,496,501$3.55B0.24%+70,84313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,048,298$3.34B0.47%-251,73313F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,560,417$2.63B0.34%+101,54513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,335,722$2.53B+100,948Timeline
UBS Group AGgroup of 2 filers holding4,930,483$2.33B-970,395Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,822,176$2.28B0.45%+479,17013F-HRTimelineGroup
LPL Financial LLC3,755,659$1.78B0.49%+63,97513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,470,027$1.64B0.51%+86,71313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,064,892$1.45B0.79%-45,59813F-HRTimelineGroup
TIAAgroup of 2 filers holding2,774,295$1.32B-283,981Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,717,137$1.29B2%-44,06813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,525,752$1.2B3.84%-4,05713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,088,999$989M1.32%+3,96513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,024,447$958M0.17%+282,10613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,953,627$925M+602,487Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,816,152$860M1.15%-184,95813F-HRTimeline
SIGNATUREFD, LLC1,782,890$844M12.89%-7,36613F-HRTimeline
Cetera Investment Advisers1,563,061$740M0.81%+3,81613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,473,399$697M0.16%+49,58313F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,378,722$653M4.93%13F-HR/ATimelineGroup
Circle Wealth Management, LLC1,363,473$645M9.94%+76,25013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,284,186$608M0.55%+160,83813F-HRTimelineGroup
HighTower Advisors, LLC1,282,593$607M0.66%-7,90113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,279,768$606M0.11%+53,91313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,190,695$564M0.95%+248,49913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,073,714$508M0.92%+184,73813F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.985,874$467M0.01%-192,96413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\978,071$463M0.54%+36,87213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC964,215$456M0.67%+165,83513F-HRTimelineGroup
GLOBALT Investments LLC / GA906,369$429M15.66%-7,21313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP813,789$385M0.57%+226,93213F-HRTimelineGroup
71 West Capital Partners813,755$385M17.71%13F-HRTimeline
OpenArc Corporate Advisory, LLC796,030$377M6.23%13F-HRTimeline
Janney Montgomery Scott LLC778,101$368M0.84%+14,74913F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC776,086$367M1.57%+548,23513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.757,177$358M0.52%-12,18413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP710,262$336M0.46%-3,59313F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…666,557$315M0.2%-14,02413F-HR/ATimelineGroup
Dynasty Wealth Management, LLC657,578$311M3.06%+622,08313F-HRTimeline
CHOREO, LLC644,156$307M3.91%+3,35113F-HRTimeline
COMERICA BANK604,730$286M1.14%-10,15013F-HRTimeline
Mariner, LLCin group Mariner, LLC584,629$277M0.33%+5,86113F-HRTimelineGroup
Waldron Private Wealth LLC570,836$270M10.68%-11,91213F-HRTimeline
1ST SOURCE BANK565,330$268M14.04%-2,76813F-HRTimeline
Clearstead Advisors, LLC547,774$259M3.27%-5,19213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC541,772$256M0.17%-61,50113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC536,841$254M0.35%+228,60913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC526,778$249M0.61%+14,91313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP518,976$246M0.15%+38,91513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding516,216$244M+4,167Timeline
IEQ CAPITAL, LLC492,105$233M0.7%+35,86613F-HRTimeline
Cresset Asset Management, LLC482,211$228M0.97%+2,76613F-HRTimeline
Creative Planningin group Creative Planning478,804$227M0.16%+17,42313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC469,828$224M0.27%-286,02913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS466,486$221M0.42%-22013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK453,533$215M1.19%-8,51613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP448,988$213M1.36%-6,15013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV430,661$204M0.31%-7,99713F-HRTimeline
STALEY CAPITAL ADVISERS INC411,047$195M8.02%-17113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.409,922$194M7.26%-18,49113F-HRTimelineGroup
Stairway Partners, LLC395,667$187M9.69%-27,93913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…393,249$187M0.25%-3,74513F-HRTimeline
MAI Capital Management393,199$186M1.08%-7,24913F-HRTimeline
J.Safra Asset Management Corp383,813$182M9.53%+16,85813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC375,480$177M0.7%-1,10913F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC365,273$173M1.19%+26,30713F-HRTimeline
D.A. DAVIDSON & CO.362,006$171M1.05%-45313F-HRTimeline
OAKWORTH CAPITAL, INC.352,983$167M9.12%-4,10013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers349,850$166M0.23%+138,75613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.346,021$164M1.8%-2,80713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/342,498$162M0.06%-4,13013F-HRTimelineGroup
Hackensack Meridian Health, Inc.337,000$160M14.54%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/318,840$151M0.02%-479,18013F-HRTimeline
Steward Partners Investment Advisory, L…314,465$149M0.82%-30,81013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding307,187$145M+35,022Timeline
Confluence Wealth Services, Inc.301,211$143M5.91%+9,75213F-HRTimeline
Beacon Pointe Advisors, LLC297,250$141M0.99%-17,15113F-HRTimeline
NewEdge Wealth, LLC271,051$128M1.45%+155,96213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC270,496$128M0.49%-17213F-HRTimelineGroup
Modera Wealth Management, LLC270,362$128M1.48%-3,96313F-HRTimeline
Private Advisor Group, LLC269,696$128M0.6%-3,24413F-HRTimeline
Allworth Financial LP266,004$126M0.52%+140,77813F-HRTimeline
Sun Mountain Capital Ltd265,463$126M100%13F-HRTimeline
BLAIR WILLIAM & CO/IL263,018$124M0.33%+12,22013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC255,913$121M0.92%-7,02213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…255,439$121M1.5%+82613F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC249,401$118M5.15%-5,87513F-HRTimeline
Federation des caisses Desjardins du Qu…242,771$115M0.44%+242,60213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC237,958$113M0.06%+103,78713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding236,564$112M+102,193Timeline
ALLIANCEBERNSTEIN L.P.233,671$111M0.03%-51,88413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…229,155$108M0.02%new13F-HRTimelineGroup
Kensington Asset Management, LLC224,830$107M5.54%013F-HRTimeline
Orion Porfolio Solutions, LLC225,323$107M0.78%-26,96913F-HRTimeline
Covenant Partners, LLC219,004$104M30.31%-2,52313F-HRTimeline
NewEdge Advisors, LLC210,929$99.8M0.36%+17,77513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…210,655$99.7M0.36%-2,06813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC207,280$98.1M0.06%+2,08513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…205,720$97.4M0.26%+2,36213F-HRTimeline
Waverly Advisors, LLC200,563$94.9M0.77%+46,73113F-HRTimeline
Cedar Mountain Advisors, LLC194,083$91.9M17.72%-1,41713F-HRTimeline
Baker Avenue Asset Management, LP194,070$91.9M2.12%-66413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…191,553$91.3M0.16%-8,82913F-HRTimelineGroup
Sanctuary Advisors, LLC188,693$89.3M0.49%+25,87013F-HRTimeline
Americana Partners, LLC183,774$87M2.39%+56,97613F-HRTimeline
First Business Financial Services, Inc.182,074$86.2M7.91%-5,69413F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…179,032$84.7M5.66%-97213F-HRTimelineGroup
EP Wealth Advisors, LLC176,020$83.3M0.43%13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC172,114$81.5M1.03%-2,31713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.167,323$79.2M7.61%-2,89313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …178,572$75.8M8.42%-27,25213F-HRTimelineGroup
Ascent Wealth Partners, LLC156,838$74.2M8.54%-3,56413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA152,750$72.3M0.11%-76,25013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC151,001$71.5M0.04%+42,43613F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding147,228$69.7M+103,304Timeline
Ellenbecker Investment Group141,618$67M9.38%+2,46713F-HRTimeline
TruWealth Advisors, LLC138,388$65.5M3.2%-7,06713F-HRTimeline
Paulson Wealth Management Inc.133,967$63.4M14.65%-7,58013F-HRTimeline
Mesirow Financial Investment Management…131,599$62.3M1.28%-58,40213F-HRTimeline
CWM, LLCin group CWM, LLC130,580$61.8M0.17%+35,64713F-HRTimelineGroup
AMG National Trust Bank127,301$60.3M1.42%-1,89513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP126,922$60.1M1.22%-3,57913F-HRTimeline
Rodgers & Associates, LTD125,775$59.5M6.03%-4,61813F-HRTimeline
Cynosure Group, LLC125,643$59.5M6.05%-1,71113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.124,203$58.8M0.87%+1,68613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quantinno Capital Management LP123,941$58.7M0.12%+25,43313F-HRTimeline
Avidian Wealth Enterprises, LLC123,532$58.5M2.13%-39113F-HRTimeline
CX Institutional122,289$57.9M1.73%-4,35913F-HRTimeline
Badgley Phelps Wealth Managers, LLC119,684$56.6M1.04%+8,63213F-HRTimeline
Marquette Asset Management, LLC118,218$56M8.26%-1,36813F-HRTimeline
Relyea Zuckerberg Hanson LLC117,900$55.8M5.64%-1,15313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.117,015$55.4M0.38%+2,49713F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC116,778$55.3M1.19%+58,95313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC116,211$55M0.45%+59313F-HRTimeline
Midwest Trust Co116,001$54.9M0.69%+3,52413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…115,751$54.8M7.91%-45613F-HRTimeline
Berkshire Money Management, Inc.114,706$54.3M5.18%+1,18813F-HRTimeline
Capstone Financial Advisors, Inc.114,689$54.3M2.89%-13913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC114,140$54M0.31%-5,72113F-HRTimelineGroup
Nadler Financial Group, Inc.111,632$52.8M4.91%-1,90613F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC111,339$52.7M0.15%-57,78313F-HRTimeline
Wilmington Savings Fund Society, FSB108,059$51.1M1.2%+37,23113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC107,071$50.8M13.85%+2,31713F-HRTimeline
Wealthspire Advisors, LLC103,351$48.9M0.39%-104,54513F-HRTimeline
E&G Advisors, LLC103,192$48.8M10.91%-68513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …102,671$48.4M0.08%+4,66813F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC102,235$48.4M0.02%-152,14113F-HRTimelineGroup
BOKF, NAin group BOKF, NA101,393$48M0.73%+4,01713F-HRTimelineGroup
HB Wealth Management, LLC100,861$47.7M0.31%+10,75013F-HRTimeline
RMR Wealth Builders100,602$47.6M3.81%-1,69413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding100,514$47.6M-8,452Timeline
TD PRIVATE CLIENT WEALTH LLC100,000$47.3M1.01%+3,36313F-HRTimeline
NorthRock Partners, LLC99,437$47.1M0.8%-11,49613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…99,302$47M7.44%+12,14113F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC98,272$46.5M13.74%-3,56313F-HRTimeline
LBJ Family Wealth Advisors, Ltd.97,888$46.3M25.48%-3,31213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC97,704$46.2M0.39%+3,28513F-HRTimelineGroup
Hirtle & Co., LLC97,621$46.2M1.57%-4,65113F-HRTimeline
Strategic Point Investment Advisors, LLC97,613$46.2M6.39%+1,38813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…96,821$45.8M0.28%+19,03713F-HRTimelineGroup
Portfolio Strategies, Inc.96,378$45.6M5.28%-70613F-HRTimeline
Accredited Investors Inc.93,306$44.2M2.35%-6,08713F-HRTimeline
JENNISON ASSOCIATES LLC93,000$44M0.03%+65,75413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…92,856$43.9M1.64%+33,83513F-HRTimelineGroup
Waterway Wealth Management, LLC155,356$43.4M9.82%+3,98313F-HRTimeline
RTD Financial Advisors, Inc.91,276$43.2M5.27%-5,58013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.87,202$41.3M2.88%-1,84013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…86,600$41M0.2%+48,60013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.85,605$40.5M1.76%-2,90613F-HRTimelineGroup
Capital Advisors Wealth Management, LLC83,815$39.7M5.4%-3613F-HRTimeline
FIRST HORIZON CORP83,320$39.4M1.76%-1,28313F-HRTimeline
Bluesphere Advisors LLC82,695$39.1M17.31%+85413F-HRTimeline
Sanchez Wealth Management Group81,479$38.6M8.25%-1,72213F-HRTimeline
Go Invest LLC80,579$38.1M12.53%13F-HRTimeline
JFS WEALTH ADVISORS, LLC80,521$38.1M2.15%-6,99813F-HRTimeline
Robertson Stephens Wealth Management, L…80,272$38M1.07%-60913F-HRTimeline
XML Financial, LLC80,253$38M3.1%-84313F-HRTimeline
TSFG, LLC79,144$37.5M5.6%+2,52313F-HRTimeline
Ullmann Wealth Partners Group, LLC76,000$36.9M3.84%-65913F-HRTimeline
Simmons Bankin group Simmons Bank77,447$36.7M2.45%-1,13013F-HRTimelineGroup
Fulton Bank, N.A.77,304$36.6M1.26%+19913F-HRTimeline
CONGRESS ASSET MANAGEMENT CO76,657$36.3M0.26%+57,93413F-HRTimeline
Integrated Investment Consultants, LLC76,646$36.3M7.12%-34,76013F-HR/ATimeline
Global Retirement Partners, LLC76,359$36.1M0.64%+72113F-HRTimeline
Corundum Group, Inc.76,132$36M12.09%+11,35413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\75,585$35.8M0.01%+12313F-HRTimelineGroup
Parkside Financial Bank & Trust75,060$35.5M2.66%-2,87813F-HRTimeline
B&D White Capital Company, LLC75,018$35.5M4.11%-3213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC74,911$35.5M1.77%-61513F-HRTimeline
Arkadios Wealth Advisors74,445$35.2M0.7%+32,27613F-HRTimeline
Montecito Bank & Trust74,216$35.1M5.6%-58213F-HRTimeline
SMITH, MOORE & CO.74,169$35.1M2.65%+11013F-HRTimeline
RWA WEALTH PARTNERS, LLC73,960$35M0.38%-56,14813F-HRTimeline
Wellspring Financial Advisors, LLC73,672$34.9M2.77%-2,45513F-HRTimeline
Avantax Planning Partners, Inc.72,138$34.1M0.95%-6,63313F-HRTimeline
VestGen Advisors, LLC72,085$34.1M1.45%+73613F-HRTimeline
SCS Capital Management LLC71,958$34.1M0.36%+1,03113F-HRTimeline