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Disclosery

IWF ISHARES TR

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STOK (fund)

2,423 managers (2,452 13F filers) reported a position in IWF shares at 2026-03-31, 202,629,974 shares in all. 85 filers opened a position and 152 filers sold out during the quarter.

Managers
2,423
13F filers
2,452
New
85
Added
738
Reduced
957
Sold out
152
Shares held by filers
202,629,974

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY29,764,605$12.7B0.76%+2,128,43113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,668,812$11.8B0.86%-352,97613F-HRTimelineGroup
FMR LLCin group FMR LLC8,316,077$3.55B0.19%-103,84613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,049,153$3.01B0.4%+85513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,663,611$2.74B0.19%-832,89013F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,474,587$2.33B0.31%-85,83013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,409,097$2.31B+73,375Timeline
UBS Group AGgroup of 2 filers holding4,964,630$2.12B+34,147Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,515,758$1.93B0.38%-306,41813F-HR/ATimelineGroup
LPL Financial LLC3,839,355$1.64B0.44%+83,69613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,389,212$1.45B0.45%-80,81513F-HRTimelineGroup
TIAAgroup of 4 filers holding3,232,406$1.36B+458,111Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,057,823$1.3B0.75%-7,06913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,806,999$1.2B1.87%+89,86213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp2,793,668$1.19B3.9%+267,91613F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,043,098$871M1.18%-45,90113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,866,143$796M0.15%-158,30413F-HRTimelineGroup
SIGNATUREFD, LLC1,798,999$767M11.76%+16,10913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,719,384$733M1.02%-96,76813F-HRTimeline
Cetera Investment Advisers1,569,465$669M0.71%+6,40413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,502,223$640M0.15%+28,82413F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,389,118$591M-564,509Timeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,384,642$590M4.52%+5,92013F-HRTimelineGroup
Circle Wealth Management, LLC1,363,473$581M8.29%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,295,446$552M0.01%+309,57213F-HRTimelineGroup
HighTower Advisors, LLC1,275,960$544M0.58%-6,63313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,255,151$535M0.49%-29,03513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,202,796$513M0.09%-76,97213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,139,188$486M0.69%+174,97313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,136,766$485M0.86%+63,05213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,109,885$473M+593,669Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,134,310$468M0.23%+615,33413F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,071,975$456M0.62%13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\956,059$408M0.49%-22,01213F-HRTimelineGroup
GLOBALT Investments LLC / GA940,582$401M14.3%+34,21313F-HRTimeline
71 West Capital Partners879,787$375M16.5%+66,03213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.813,668$347M0.51%+56,49113F-HRTimelineGroup
OpenArc Corporate Advisory, LLC752,881$321M4.6%-43,14913F-HRTimeline
Dynasty Wealth Management, LLC2,925,449$312M2.72%+2,267,87113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP694,160$296M0.25%-119,62913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP676,607$286M0.41%-33,65513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…666,275$284M0.17%-28213F-HRTimelineGroup
CHOREO, LLC651,929$278M3.41%+7,77313F-HRTimeline
Mariner, LLCin group Mariner, LLC567,884$242M0.28%-16,74513F-HRTimelineGroup
1ST SOURCE BANK565,705$241M12.45%+37513F-HRTimeline
Waldron Private Wealth LLC561,959$240M9.34%-8,87713F-HRTimeline
Clearstead Advisors, LLC538,892$230M2.1%-8,88213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC537,253$229M0.28%+67,42513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC527,526$225M0.14%-14,24613F-HRTimelineGroup
IEQ CAPITAL, LLC515,341$220M1.02%+23,23613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC502,077$214M0.35%-34,76413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS477,946$204M0.36%+11,46013F-HRTimeline
Creative Planningin group Creative Planning471,347$201M0.14%-7,45713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK464,576$198M0.96%+11,04313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC459,566$196M0.54%-67,21213F-HRTimeline
Cresset Asset Management, LLC458,001$195M0.85%-24,21013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP443,490$189M1.23%-5,49813F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.412,850$176M6.37%+2,92813F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC411,399$175M7.43%+35213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV408,111$174M0.26%-22,55013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC406,863$173M1.2%-369,22313F-HRTimeline
Stairway Partners, LLC400,768$171M8.85%+5,10113F-HRTimeline
MAI Capital Management393,112$168M0.95%-8713F-HRTimeline
D.A. DAVIDSON & CO.378,467$161M0.98%+16,46113F-HRTimeline
OAKWORTH CAPITAL, INC.360,833$154M8.15%+7,85013F-HRTimeline
Beacon Pointe Advisors, LLC351,081$150M0.79%+53,83113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC340,757$145M1.05%-24,51613F-HRTimeline
Hackensack Meridian Health, Inc.328,400$140M13.21%-8,60013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.327,378$140M1.59%-18,64313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC326,296$139M0.55%-49,18413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding324,979$139M+17,792Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/324,321$138M0.06%-18,17713F-HRTimelineGroup
Steward Partners Investment Advisory, L…324,255$138M0.71%+9,79013F-HRTimeline
J.Safra Asset Management Corp322,599$138M7.41%-61,21413F-HRTimeline
Confluence Wealth Services, Inc.317,725$135M5.25%+16,51413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…311,547$133M0.29%-81,70213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,096,064$117M0.88%+840,15113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC273,685$117M0.46%+3,18913F-HRTimelineGroup
Modera Wealth Management, LLC272,057$116M1.39%+1,69513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC266,225$114M0.06%+163,99013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL266,026$113M0.33%+3,00813F-HRTimeline
Private Advisor Group, LLC265,688$113M0.53%-4,00813F-HRTimeline
Sun Mountain Capital Ltd265,463$113M100%013F-HRTimeline
Allworth Financial LP262,468$112M0.45%-3,53613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…261,973$112M1.4%+6,53413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC247,479$106M4.83%-1,92213F-HRTimeline
NewEdge Wealth, LLC243,611$104M1.24%-27,44013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC220,957$94.2M0.06%+13,67713F-HRTimelineGroup
Cambridge Investment Research Advisors,…203,878$86.9M0.22%-1,84213F-HRTimeline
Waverly Advisors, LLC203,381$86.7M0.65%+2,81813F-HRTimeline
NewEdge Advisors, LLC203,180$86.6M0.31%-7,74913F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…202,856$86.5M0.32%-7,79913F-HRTimelineGroup
Orion Porfolio Solutions, LLC196,399$83.7M0.71%-28,92413F-HRTimeline
Cedar Mountain Advisors, LLC192,689$82.2M16.07%-1,39413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding190,128$81.1M-46,436Timeline
First Business Financial Services, Inc.183,308$78.2M6.95%+1,23413F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…182,248$77.7M4.95%+3,21613F-HRTimelineGroup
Baker Avenue Asset Management, LP181,561$77.4M1.76%-12,50913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC179,596$76.6M0.04%+28,59513F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC179,317$76.5M0.05%-58,64113F-HRTimeline
Mesirow Financial Investment Management…176,756$75.4M1.22%+45,15713F-HRTimeline
Americana Partners, LLC175,835$75M1.95%-7,93913F-HRTimeline
Sanctuary Advisors, LLC174,613$74.5M0.4%-14,08013F-HRTimeline
EP Wealth Advisors, LLC173,688$74.1M0.36%-2,33213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …171,905$73.3M7.13%-6,66713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…170,683$72.7M0.14%-20,87013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers667,997$71.2M0.1%+318,14713F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC164,182$70M0.95%-7,93213F-HRTimeline
Quantinno Capital Management LP162,542$69.3M0.12%+38,60113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.153,799$65.6M6.43%-13,52413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA152,750$65.1M0.11%013F-HRTimelineGroup
Ellenbecker Investment Group149,755$63.9M8.6%+8,13713F-HRTimeline
ALLIANCEBERNSTEIN L.P.134,106$63.5M0.02%-99,56513F-HRTimeline
Capital Advisors, Ltd. LLC141,645$60.4M6.86%+98,75413F-HRTimeline
Paulson Wealth Management Inc.141,453$60.3M14.13%+7,48613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding139,809$59.6M+39,295Timeline
MISSION WEALTH MANAGEMENT, LP139,263$59.4M1.24%+12,34113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.125,462$59.3M0.38%+8,44713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB137,906$58.8M1.4%+29,84713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.134,153$57.2M0.87%+9,95013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMG National Trust Bank130,501$55.6M1.21%+3,20013F-HRTimeline
Cynosure Group, LLC124,790$53.2M6.65%-85313F-HRTimeline
Rodgers & Associates, LTD124,627$53.1M5.41%-1,14813F-HRTimeline
Franklin Resourcesgroup of 2 filers holding124,199$53M-23,029Timeline
Avidian Wealth Enterprises, LLC124,047$52.9M1.68%+51513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC123,582$52.7M0.25%+9,44213F-HRTimelineGroup
Bluesphere Advisors LLC122,946$52.4M18.64%+40,25113F-HRTimeline
Federation des caisses Desjardins du Qu…121,507$51.8M0.19%-121,26413F-HRTimeline
Midwest Trust Co120,362$51.3M0.64%+4,36113F-HRTimeline
Waterway Wealth Management, LLC176,594$51M11.27%+21,23813F-HRTimeline
Marquette Asset Management, LLC118,431$50.5M7.55%+21313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…118,212$50.4M7.31%+2,46113F-HRTimeline
Badgley Phelps Wealth Managers, LLC117,622$50.2M1%-2,06213F-HRTimeline
Relyea Zuckerberg Hanson LLC116,600$49.7M5%-1,30013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…116,212$49.6M0.01%-112,94313F-HRTimelineGroup
Ascent Wealth Partners, LLC115,858$49.4M5.74%-40,98013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC115,760$49.4M0.4%-45113F-HRTimeline
CWM, LLCin group CWM, LLC115,731$49.3M0.13%-14,84913F-HRTimelineGroup
Capstone Financial Advisors, Inc.114,564$48.9M2.63%-12513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC110,460$47.2M13.09%+3,38913F-HRTimeline
CONGRESS ASSET MANAGEMENT CO110,334$47M0.34%+33,67713F-HRTimeline
TruWealth Advisors, LLC109,277$46.6M2.24%-29,11113F-HRTimeline
Nadler Financial Group, Inc.108,706$46.4M4.47%-2,92613F-HRTimeline
HB Wealth Management, LLC106,056$45.2M0.29%+5,19513F-HRTimeline
E&G Advisors, LLC102,464$43.6M9.71%-72813F-HRTimeline
Go Invest LLC100,581$42.9M12.29%+20,00213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC100,267$42.8M0.89%+26713F-HRTimeline
RMR Wealth Builders99,977$42.6M3.36%-62513F-HRTimeline
BOKF, NAin group BOKF, NA98,901$42.2M0.64%-2,49213F-HRTimelineGroup
Strategic Point Investment Advisors, LLC98,265$41.9M6.09%+65213F-HRTimeline
NorthRock Partners, LLC385,930$41.1M0.66%+286,49313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…96,222$41M0.25%-59913F-HRTimelineGroup
Portfolio Strategies, Inc.95,414$40.7M5.02%-96413F-HRTimeline
Wealthspire Advisors, LLC94,256$40.2M0.32%-9,09513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…93,934$40.1M1.55%+1,07813F-HRTimelineGroup
Avantax Planning Partners, Inc.92,599$39.5M1.08%+20,46113F-HRTimeline
Accredited Investors Inc.92,370$39.4M2.12%-93613F-HRTimeline
Winslow Capital Management, LLC92,176$39.3M0.15%+21,76413F-HRTimeline
OLD NATIONAL BANCORP /IN/92,111$39.3M0.66%+73,76313F-HRTimeline
Hirtle & Co., LLC91,714$39.1M1.34%-5,90713F-HRTimeline
RTD Financial Advisors, Inc.91,572$39M4.8%+29613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…91,513$39M6.25%-7,78913F-HRTimeline
LBJ Family Wealth Advisors, Ltd.94,354$38.8M22.72%-3,53413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…90,800$38.7M0.2%+4,20013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…89,375$38.1M0.11%+19,45913F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.88,138$37.6M2.54%+93613F-HRTimelineGroup
JENNISON ASSOCIATES LLC87,739$37.4M0.03%-5,26113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.86,292$36.8M1.98%+68713F-HRTimelineGroup
VestGen Advisors, LLC296,689$36.6M1.03%+224,60413F-HRTimeline
Corundum Group, Inc.85,429$36.4M12.17%+9,29713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC84,425$36M0.12%-26,91413F-HRTimeline
Sanchez Wealth Management Group84,186$35.9M7.76%+2,70713F-HRTimeline
FIRST HORIZON CORP83,370$35.5M1.49%+5013F-HRTimeline
TSFG, LLC82,959$35.4M5.37%+3,81513F-HRTimeline
BRIGHTON JONES LLC81,540$34.8M0.77%new13F-HR/ATimeline
Callan Family Office, LLCin group Callan Family Office, LLC79,557$33.9M0.77%-37,22113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…79,305$33.8M0.95%-96713F-HRTimeline
JFS WEALTH ADVISORS, LLC78,355$33.4M1.87%-2,16613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P77,353$33M0.04%+53,29213F-HRTimelineGroup
Parkside Financial Bank & Trust76,057$32.4M2.49%+99713F-HRTimeline
Ullmann Wealth Partners Group, LLC75,731$32.3M3.35%-26913F-HRTimeline
Simmons Bankin group Simmons Bank75,072$32M2.14%-2,37513F-HRTimelineGroup
Fulton Bank, N.A.75,016$32M1.13%-2,28813F-HRTimeline
RWA WEALTH PARTNERS, LLC74,624$31.8M0.35%+66413F-HRTimeline
B&D White Capital Company, LLC74,084$31.6M3.91%-93413F-HRTimeline
Capital Advisors Wealth Management, LLC73,740$31.4M4.22%-10,07513F-HRTimeline
Montecito Bank & Trust73,501$31.3M5.16%-71513F-HRTimeline
CONDOR CAPITAL MANAGEMENT73,279$31.2M2.61%+2,58113F-HRTimeline
Newbrook Capital Advisors LP73,208$31.2M5.81%+48,03613F-HRTimeline
SMITH, MOORE & CO.72,767$31M2.26%-1,40213F-HRTimeline
Wellspring Financial Advisors, LLC71,991$30.7M2.31%-1,68113F-HRTimeline
Integrated Investment Consultants, LLC71,806$30.6M6.5%-4,84013F-HRTimeline
Arkadios Wealth Advisors71,603$30.5M0.5%-2,84213F-HRTimeline
Sheridan Capital Management, LLC71,267$30.4M16.02%+1,74813F-HRTimeline
SCS Capital Management LLC71,198$30.4M0.32%-76013F-HRTimeline
XML Financial, LLC71,032$30.3M2.44%-9,22113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…70,121$29.9M0.17%-2513F-HRTimeline
Jasper Ridge Partners, L.P.69,729$29.7M0.66%013F-HRTimeline
Ashton Thomas Private Wealth, LLC69,394$29.6M0.7%-2,23713F-HRTimeline
Caliber Wealth Management, LLC / KS68,958$29.4M3.22%-2,10313F-HRTimeline