IAK · Insider trading · 13F holders · Congress trades
Ishares Tr (IAK)
Who is buying and selling IAK: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IAK at a glance
- No open-market insider purchases or sales of IAK were filed in the last 90 days.
- 7 13F filers hold IAK among their 50 largest positions, worth $31.1M combined. The biggest bets by portfolio weight are Legend Financial Advisors, Inc. (4.7%), Schorn Wealth LLC (2.4%) and Northstar Financial Companies, Inc. (1.6%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in IAK.
IAK insider trading
No open-market insider purchases or sales of IAK were filed in the last 90 days.
Who owns IAK? Hedge funds and superinvestors
7 13F filers hold IAK among their 50 largest positions, worth $31.1M combined. The biggest bets by portfolio weight are Legend Financial Advisors, Inc. (4.7%), Schorn Wealth LLC (2.4%) and Northstar Financial Companies, Inc. (1.6%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Schorn Wealth LLCWealth manager | 2.4% | $9.5M | 70,116 | +5.5% shares | Q3 2026 |
| Legend Financial Advisors, Inc.Wealth manager | 4.7% | $8.2M | 58,386 | +5.2% shares | Q2 2026 |
| Martin & Co Inc /tn/Investment manager | 0.6% | $4.1M | 29,022 | -0.5% shares | Q2 2026 |
| Fortis Group Advisors, LLCAsset manager | 0.6% | $3.5M | 25,025 | — | Q2 2026 |
| Northstar Financial Companies, Inc.Wealth manager | 1.6% | $2.4M | 17,251 | +20.8% shares | Q2 2026 |
| Anchor Bay Capital, Inc.Wealth manager | 0.9% | $1.7M | 11,810 | — | Q2 2026 |
| Delos Wealth Advisors, LLCWealth manager | 0.8% | $1.6M | 11,471 | +6.3% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 6). Screen IAK in the grand portfolio →
IAK stock trades by members of Congress
No member of Congress has disclosed a trade in IAK.
IAK questions and answers
Are insiders buying IAK stock?
No open-market insider purchases or sales of IAK were filed in the last 90 days.
Which hedge funds own IAK?
7 13F filers hold IAK among their 50 largest positions, worth $31.1M combined. The biggest bets by portfolio weight are Legend Financial Advisors, Inc. (4.7%), Schorn Wealth LLC (2.4%) and Northstar Financial Companies, Inc. (1.6%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded IAK?
No member of Congress has disclosed a trade in IAK.
Who is the largest holder of IAK?
Among 13F filers, Schorn Wealth LLC reports the largest IAK position, $9.5M (70,116 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Legend Financial Advisors, Inc.'s: 4.7% of its portfolio.
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