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Disclosery

IWF ISHARES TR

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STOK (fund)

Filings received so far for Q3 2026: 154 13F filers report a position in IWF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Stairway Partners, LLC1,581,044$198M9.36%+1,93113F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…765,350$95.9M5.48%+31,57913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC497,031$62.3M1.74%-87913F-HRTimeline
Go Invest LLC480,978$60.2M12.75%+45,69713F-HRTimeline
Marquette Asset Management, LLC469,425$58.8M7.72%-3,89513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.374,899$47M23.98%-1,48713F-HRTimeline
RTD Financial Advisors, Inc.358,785$44.9M4.92%-2,44213F-HRTimeline
Capital Advisors Wealth Management, LLC294,833$36.9M4.16%-8,95613F-HRTimeline
Montecito Bank & Trust282,104$35.3M5.35%-3,80713F-HRTimeline
PFW Advisors LLC252,751$31.7M9.4%-95613F-HRTimeline
CX Institutional244,028$30.6M0.83%+8,00813F-HRTimeline
Apella Capital, LLC230,108$29.6M0.38%+2,35913F-HRTimeline
LWM ADVISORS INC208,660$26.1M19.73%-1,04113F-HRTimeline
Farther Finance Advisors, LLC204,145$25.6M0.18%-1,66913F-HRTimeline
Breakwater Capital Group195,640$24.5M2.91%+6,51013F-HRTimeline
Sunburst Financial Group, LLC177,371$22.2M3.63%-713F-HRTimeline
Valeo Financial Advisors, LLC138,923$17.4M0.37%+44213F-HRTimeline
Grove Bank & Trust134,831$16.9M1.68%-24313F-HRTimeline
Stonebridge Financial Group, LLC119,222$14.9M1.1%-29113F-HRTimeline
SAPIENT CAPITAL LLC111,792$14M0.19%-94513F-HRTimeline
EPIQ PARTNERS, LLC108,292$13.6M5.84%-54013F-HRTimeline
Venture Visionary Partners LLC93,315$11.7M0.31%-1,33413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…73,090$9.16M1.3%-4813F-HRTimeline
Friday Financial71,042$8.93M1.77%+33,86213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO59,239$7.42M0.05%-90,80013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.54,757$6.86M0.43%-2,79813F-HRTimeline
Adirondack Capital Advisors, LLC53,115$6.65M3.44%+7,39513F-HRTimeline
GAMMA Investing LLC49,808$6.24M0.21%+2,22513F-HRTimeline
Central Pacific Bank - Trust Division43,648$5.47M0.57%-12413F-HRTimeline
Atlas Brown,Inc.40,783$5.11M1.35%-38013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC38,791$4.86M1.16%+29,54413F-HRTimeline
jvl associates llc36,448$4.57M1.31%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC31,019$3.89M0.77%+45713F-HRTimeline
Baron Financial Group, LLC28,952$3.63M1.77%-12013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…28,892$3.62M0.31%-34813F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC28,775$3.6M1.01%+1513F-HRTimeline
Lee, Kelleher & Klein Wealth Management27,666$3.47M1.78%-4013F-HRTimeline
General Partner, Inc.26,784$3.35M1.8%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC26,489$3.32M0.22%+1,82113F-HRTimeline
PARK NATIONAL CORP /OH/25,027$3.13M0.09%-15113F-HRTimeline
Partnership Wealth Management, LLC24,237$3.04M2.17%-1,41013F-HRTimeline
Intelligence Driven Advisers, LLC24,000$3.01M0.52%+53913F-HRTimeline
JP Wealth Management, Inc.21,600$2.71M1.71%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.20,885$2.62M1.88%-88713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC20,862$2.61M0.03%+1,20213F-HRTimeline
Acropolis Investment Management, LLC20,196$2.53M0.1%013F-HRTimeline
Great Waters Wealth Management19,755$2.47M0.22%-26713F-HRTimeline
Emprise Bank17,881$2.24M0.86%013F-HRTimeline
Monument Capital Management17,871$2.24M0.47%-66,17713F-HRTimeline
ROCKLAND TRUST CO17,274$2.16M0.08%-64613F-HRTimeline
Cooper Financial Group17,166$2.15M0.17%+11513F-HRTimeline
DECISION INVESTMENTS, INC15,220$1.91M1.75%013F-HRTimeline
DAVIDSON TRUST CO14,814$1.86M0.73%+9713F-HRTimeline
Sincerus Advisory, LLC14,791$1.85M1.21%+49213F-HRTimeline
Tactive Advisors, LLC14,593$1.83M0.44%-1,00213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,062$1.79M0.26%-4013F-HRTimeline
Veracity Capital LLC14,036$1.76M0.47%-59313F-HRTimeline
Wedmont Private Capital13,591$1.73M0.04%+2,37613F-HRTimeline
Cambridge Financial Group, LLC13,297$1.65M0.52%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC12,546$1.59M0.65%-18013F-HRTimeline
CHAPIN DAVIS, INC.11,821$1.48M0.28%-10413F-HRTimeline
STEPH & CO11,620$1.46M0.37%+13613F-HRTimeline
Heartwood Wealth Advisors LLC11,448$1.43M0.11%-3713F-HRTimeline
Sprinkle Financial Consultants LLC10,380$1.3M0.51%+813F-HRTimeline
Bank of New Hampshire9,866$1.24M0.27%013F-HRTimeline
Ballew Advisors, Inc9,674$1.23M0.61%-2,00013F-HRTimeline
CoreCap Advisors, LLC9,787$1.23M0.04%-51113F-HRTimeline
Galvin, Gaustad & Stein, LLC9,704$1.22M0.09%-20013F-HRTimeline
S.E.E.D. Planning Group LLC9,505$1.19M0.29%+2,30113F-HRTimeline
Castleview Partners, LLC9,181$1.15M0.5%-1013F-HRTimeline
Crumly & Associates Inc.9,080$1.14M0.2%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC8,796$1.1M0.28%013F-HRTimeline
Prosperity Planning, Inc.8,747$1.1M0.24%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,680$1.09M0.03%-10013F-HRTimeline
ATWOOD & PALMER INC8,590$1.08M0.06%+22213F-HRTimeline
YHB Investment Advisors, Inc.8,404$1.05M0.07%-3213F-HRTimeline
Weaver Consulting Group8,344$1.05M0.2%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.8,144$1.02M0.55%013F-HRTimeline
Wealth Science Advisors LLC7,704$965K0.41%013F-HRTimeline
Kaydan Wealth Management, Inc.7,597$952K0.33%-65113F-HRTimeline
Paladin Partners, LLC7,484$937K0.58%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC7,316$916K0.27%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.7,262$910K0.71%-12813F-HRTimeline
Taylor & Morgan Wealth Management, LLC7,216$904K0.43%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,108$890K0.24%013F-HRTimeline
Baring Financial LLC6,522$817K0.44%+12813F-HRTimeline
MFA WEALTH ADVISORS, LLC6,508$815K0.14%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC6,404$802K0.19%013F-HRTimeline
Coastline Trust Co6,317$791K0.07%-2,42913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Persium Advisors, LLC6,304$790K0.41%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,675$711K0.05%+1,53913F-HRTimelineGroup
Polaris Financial Partners5,442$687K0.31%13F-HRTimeline
Legacy Private Trust Co.5,290$663K0.04%-10813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5,267$660K0.04%-1,34913F-HRTimelineGroup
GoalVest Advisory LLC5,247$657K0.11%-32513F-HRTimeline
Insight Wealth Strategies, LLC4,985$624K0.06%+213F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,964$622K0.06%013F-HRTimeline
EASTERN BANK4,846$607K0.01%+1,22313F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,742$594K0.09%-9613F-HRTimeline
Hiley Hunt Wealth Management4,732$593K0.23%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC4,632$580K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BENEDICT FINANCIAL ADVISORS INC4,624$579K0.11%-2,09613F-HRTimeline
Pathway Financial Advisors LLC4,444$557K0.06%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,136$518K0.11%013F-HRTimeline
Retireful, LLC4,084$512K0.44%+53113F-HRTimeline
Trust Co3,988$500K0.04%+1,29213F-HRTimeline
Box Hill Private Wealth LLC3,883$486K0.35%+313F-HRTimeline
DIVERSIFIED MANAGEMENT INC3,728$467K0.08%+20813F-HRTimeline
Retirement Wealth Solutions LLC3,629$455K0.24%+84513F-HRTimeline
Decker Wealth Management LLC3,568$447K0.09%new13F-HRTimeline
Everhart Financial Group, Inc.3,508$439K0.03%-1213F-HRTimeline
Investors Research Corp3,257$408K0.07%+7313F-HRTimeline
Emergent Wealth Advisors, LLC3,096$388K0.2%+313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,048$382K0.01%+30813F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.3,004$376K0.04%+48813F-HRTimeline
Horizons Wealth Management2,928$367K0.23%13F-HRTimeline
Global Wealth Strategies & Associates2,881$361K0.07%+74113F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,792$350K0.06%+71613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,662$333K0.02%+213F-HRTimeline
Bill Few Associates, Inc.2,629$329K0.07%-20313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC2,597$325K0.1%013F-HRTimeline
M.E. ALLISON & CO., INC.2,584$324K0.18%013F-HRTimeline
Montz Harcus Wealth Management LLC2,563$321K0.11%+3813F-HRTimeline
LEGACY SOLUTIONS, LLC2,399$300K0.23%013F-HRTimeline
City Center Advisors, LLC2,367$296K0.23%new13F-HRTimeline
Green Ridge Wealth Planning LLC2,366$296K0.12%+37813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,255$282K0.03%013F-HRTimeline
Cox Capital Mgt LLC2,204$276K0.15%013F-HRTimeline
Arbor Wealth Advisors LLC2,200$276K0.17%013F-HRTimeline
Bath Savings Trust Co2,184$274K0.03%-10413F-HRTimeline
LifeGoal Investments, LLC2,116$265K0.08%new13F-HRTimeline
Wealth Group Ltd1,996$254K0.05%013F-HRTimeline
Olistico Wealth, LLC1,984$249K0.1%013F-HRTimeline
Leverty Financial Group, LLC1,964$246K0.04%013F-HRTimeline
Horrell Capital Management, Inc.1,800$225K0.12%013F-HRTimeline
CapWealth Advisors, LLC1,764$221K0.02%new13F-HRTimeline
Exchange Bank1,726$216K0.13%new13F-HRTimeline
Dominguez Wealth Management Solutions, …1,713$215K0.12%013F-HRTimeline
Davis Capital Management1,516$190K0.11%-1,35313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,438$180K0.02%-85413F-HRTimeline
Hickory Point Bank & Trust1,000$125K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton880$110K0.02%013F-HRTimeline
Gladwyn Financial Advisors, Inc.781$97.8K0.06%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP767$96.1K0.01%013F-HRTimeline
Planning Strategies Inc.760$95.2K0.06%013F-HRTimeline
Noble Wealth Management PBC752$94.2K0.04%013F-HRTimeline
Versant Capital Management, Inc701$87.8K0.01%013F-HRTimeline
Dorato Capital Management596$76.7K0.05%013F-HRTimeline
FIRST COMMUNITY TRUST NA500$62.6K0.02%013F-HRTimeline
Byrne Asset Management LLC236$29.7K0.02%013F-HRTimeline
Roxbury Financial LLC216$27.1K0.02%013F-HRTimeline
GK Wealth Management LLC130$16.3K0.01%new13F-HRTimeline
Bullock Wealth Management Group52$6.56K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…12$1.5K<0.01%new13F-HRTimeline