IBDR · Insider trading · 13F holders · Congress trades
Ishares Tr (IBDR)
Who is buying and selling IBDR: 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
- 93
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBDR at a glance
- No open-market insider purchases or sales of IBDR were filed in the last 90 days.
- 93 13F filers hold IBDR among their 50 largest positions, worth $693.7M combined. The biggest bets by portfolio weight are IFS Advisors, LLC (5.8%), Gratus Wealth Advisors, LLC (4.7%) and Arcadia Investment Advisors LLC (4.0%). In their latest 13Fs, 1 manager opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in IBDR.
IBDR insider trading
No open-market insider purchases or sales of IBDR were filed in the last 90 days.
Who owns IBDR? Hedge funds and superinvestors
93 13F filers hold IBDR among their 50 largest positions, worth $693.7M combined. The biggest bets by portfolio weight are IFS Advisors, LLC (5.8%), Gratus Wealth Advisors, LLC (4.7%) and Arcadia Investment Advisors LLC (4.0%). In their latest 13Fs, 1 manager opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Hm Payson & CoInvestment manager | 1.3% | $101.4M | 4,186,318 | -0.1% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 1.9% | $38.4M | 1,582,937 | +5.4% shares | Q3 2026 |
| Gratus Wealth Advisors, LLCWealth manager | 4.7% | $37.1M | 1,529,065 | +0.1% shares | Q3 2026 |
| Sound View Wealth Advisors Group, LLCWealth manager | 2.2% | $35.7M | 1,472,485 | -25.7% shares | Q2 2026 |
| Howland Capital Management LLCWealth manager | 1.2% | $34.9M | 1,441,640 | -3.6% shares | Q3 2026 |
| Sigma Investment Counselors IncWealth manager | 1.3% | $27.8M | 1,148,835 | +0.2% shares | Q3 2026 |
| RVW Wealth, LLCWealth manager | 1.7% | $26.7M | 1,100,432 | -5.5% shares | Q3 2026 |
| IFS Advisors, LLCWealth manager | 5.8% | $19.3M | 797,081 | -18.2% shares | Q3 2026 |
| Venture Visionary Partners LLCWealth manager | 0.5% | $18.2M | 750,158 | — | Q3 2026 |
| Mv Capital Management, Inc.Wealth manager | 1.6% | $17.7M | 732,078 | -3.2% shares | Q3 2026 |
| Rebalance, LLCWealth manager | 0.9% | $17.4M | 716,926 | +0.7% shares | Q3 2026 |
| Spinnaker TrustInvestment manager | 0.8% | $16.0M | 661,842 | +15.2% shares | Q2 2026 |
| NovaPoint Capital, LLCWealth manager | 2.8% | $13.0M | 537,504 | +2.6% shares | Q3 2026 |
| Strid Group, LLCWealth manager | 1.3% | $11.9M | 488,967 | -9.3% shares | Q3 2026 |
| Wick Capital Partners, LLCWealth manager | 1.7% | $11.1M | 457,123 | -5.4% shares | Q2 2026 |
| MCF Advisors LLCWealth manager | 0.4% | $11.0M | 454,085 | +0.3% shares | Q3 2026 |
| Moseley Investment Management IncWealth manager | 3.3% | $10.4M | 427,717 | +4.0% shares | Q1 2026 |
| Atomic Invest LLCInstitutional asset manager | 0.9% | $9.7M | 402,037 | -17.4% shares | Q2 2026 |
| Balentine LLCWealth manager | 0.3% | $9.6M | 397,242 | -4.0% shares | Q2 2026 |
| Arcadia Investment Advisors LLCWealth manager | 4.0% | $9.6M | 395,176 | -3.5% shares | Q3 2026 |
| InvesTrustInvestment manager | 3.8% | $9.3M | 384,830 | +21.3% shares | Q3 2026 |
| Kesler, Norman & Wride, LLCWealth manager | 1.3% | $7.9M | 325,975 | -3.7% shares | Q2 2026 |
| Madden Advisory Services, Inc.Wealth manager | 2.8% | $7.9M | 325,410 | -1.4% shares | Q2 2026 |
| Peloton Wealth StrategistsWealth manager | 2.7% | $7.2M | 296,140 | -1.0% shares | Q2 2026 |
| Cornerstone Planning, LLCWealth manager | 1.4% | $7.0M | 289,885 | +0.5% shares | Q3 2026 |
| Aviance Capital Partners, LLCWealth manager | 0.6% | $6.0M | 249,218 | +8.8% shares | Q3 2026 |
| Delta Wealth Advisors LLCWealth manager | 4.0% | $5.8M | 238,821 | +4.2% shares | Q3 2026 |
| Signature Wealth Management GroupWealth manager | 2.1% | $5.6M | 232,146 | -1.1% shares | Q1 2026 |
| 4Thought Financial Group Inc.Wealth manager | 2.6% | $5.5M | 227,209 | +23.1% shares | Q2 2026 |
| Houlihan Financial Resource Group, Ltd.Wealth manager | 1.9% | $5.4M | 222,124 | -1.1% shares | Q2 2026 |
The 30 largest of 93 positions, by value. Each manager counts with its latest 13F (Q3 2026: 53, Q2 2026: 38, Q1 2026: 2). Screen IBDR in the grand portfolio →
IBDR stock trades by members of Congress
No member of Congress has disclosed a trade in IBDR.
IBDR questions and answers
Are insiders buying IBDR stock?
No open-market insider purchases or sales of IBDR were filed in the last 90 days.
Which hedge funds own IBDR?
93 13F filers hold IBDR among their 50 largest positions, worth $693.7M combined. The biggest bets by portfolio weight are IFS Advisors, LLC (5.8%), Gratus Wealth Advisors, LLC (4.7%) and Arcadia Investment Advisors LLC (4.0%). In their latest 13Fs, 1 manager opened a new position and 12 added to one.
Has Congress traded IBDR?
No member of Congress has disclosed a trade in IBDR.
Who is the largest holder of IBDR?
Among 13F filers, Hm Payson & Co reports the largest IBDR position, $101.4M (4,186,318 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is IFS Advisors, LLC's: 5.8% of its portfolio.
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