IBDW · Insider trading · 13F holders · Congress trades
Ishares Tr (IBDW)
Who is buying and selling IBDW: 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
- 66
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBDW at a glance
- No open-market insider purchases or sales of IBDW were filed in the last 90 days.
- 66 13F filers hold IBDW among their 50 largest positions, worth $862.9M combined. The biggest bets by portfolio weight are Sarver Vrooman Wealth Advisors (26.7%), PFG Private Wealth Management, LLC (5.2%) and Envision Financial Planning, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
- No member of Congress has disclosed a trade in IBDW.
IBDW insider trading
No open-market insider purchases or sales of IBDW were filed in the last 90 days.
Who owns IBDW? Hedge funds and superinvestors
66 13F filers hold IBDW among their 50 largest positions, worth $862.9M combined. The biggest bets by portfolio weight are Sarver Vrooman Wealth Advisors (26.7%), PFG Private Wealth Management, LLC (5.2%) and Envision Financial Planning, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLCWealth manager | 1.1% | $156.8M | 7,526,023 | +1.8% shares | Q2 2026 |
| Capital Investment Advisors, LLCWealth manager | 1.1% | $84.3M | 4,199,994 | +4.2% shares | Q3 2026 |
| Capital Advisors Inc/okAsset manager | 1.0% | $70.2M | 3,366,208 | +1.5% shares | Q2 2026 |
| Venture Visionary Partners LLCWealth manager | 1.2% | $47.0M | 2,341,903 | -24.9% shares | Q3 2026 |
| Sarver Vrooman Wealth AdvisorsWealth manager | 26.7% | $45.4M | 2,265,413 | +2.0% shares | Q3 2026 |
| Klingman & Associates, LLCWealth manager | 1.6% | $38.1M | 1,898,606 | +7.5% shares | Q3 2026 |
| Sigma Investment Counselors IncWealth manager | 1.8% | $38.0M | 1,892,603 | -0.4% shares | Q3 2026 |
| Woodmont Investment Counsel LLCWealth manager | 1.9% | $36.3M | 1,811,312 | +60.6% shares | Q3 2026 |
| Summitry LLCWealth manager | 1.1% | $34.6M | 1,659,714 | +3.4% shares | Q2 2026 |
| Sound View Wealth Advisors Group, LLCWealth manager | 1.7% | $27.6M | 1,323,935 | +11.9% shares | Q2 2026 |
| Mv Capital Management, Inc.Wealth manager | 1.7% | $18.6M | 928,807 | +1.0% shares | Q3 2026 |
| Howland Capital Management LLCWealth manager | 0.6% | $16.5M | 823,699 | — | Q3 2026 |
| Arrow Financial CorpBank & trust | 1.4% | $14.8M | 738,467 | -0.5% shares | Q3 2026 |
| Ironwood Financial, llcWealth manager | 2.2% | $14.3M | 711,273 | +7.7% shares | Q3 2026 |
| Envision Financial Planning, LLCWealth manager | 4.4% | $13.4M | 641,798 | +0.3% shares | Q2 2026 |
| Probity Advisors, Inc.Wealth manager | 1.8% | $12.4M | 616,485 | +7.5% shares | Q3 2026 |
| PFG Private Wealth Management, LLCWealth manager | 5.2% | $12.3M | 615,440 | +6.3% shares | Q3 2026 |
| Parkway Wealth Management Group, LLCWealth manager | 1.1% | $9.9M | 495,497 | +1.8% shares | Q3 2026 |
| Cornerstone Planning, LLCWealth manager | 2.0% | $9.5M | 462,632 | +0.9% shares | Q3 2026 |
| Guidance Point Advisors, LLCWealth manager | 1.9% | $9.2M | 459,182 | +6.5% shares | Q3 2026 |
| Windsor Capital Management, LLCWealth manager | 2.4% | $9.2M | 458,782 | +5.8% shares | Q3 2026 |
| Cowa, LLCWealth manager | 2.4% | $9.0M | 433,167 | +6.0% shares | Q2 2026 |
| Hills Bank & Trust CoBank & trust | 0.4% | $8.4M | 405,071 | — | Q2 2026 |
| Spreng Capital Management, Inc.Wealth manager | 3.0% | $8.2M | 391,643 | +2.7% shares | Q2 2026 |
| Moseley Investment Management IncWealth manager | 2.4% | $7.4M | 355,021 | +7.1% shares | Q1 2026 |
| Peloton Wealth StrategistsWealth manager | 2.6% | $7.2M | 343,750 | +11.8% shares | Q2 2026 |
| Praetorian Wealth Management, Inc.Wealth manager | 1.1% | $6.5M | 323,354 | +5.5% shares | Q3 2026 |
| 4Thought Financial Group Inc.Wealth manager | 3.0% | $6.3M | 301,622 | +23.3% shares | Q2 2026 |
| Cheviot Value Management, LLCWealth manager | 0.6% | $6.2M | 298,110 | -0.7% shares | Q2 2026 |
| Droms Strauss Advisors Inc /mo/ /advInvestment manager | 1.3% | $5.8M | 277,060 | +11.2% shares | Q2 2026 |
The 30 largest of 66 positions, by value. Each manager counts with its latest 13F (Q3 2026: 39, Q2 2026: 25, Q1 2026: 2). Screen IBDW in the grand portfolio →
IBDW stock trades by members of Congress
No member of Congress has disclosed a trade in IBDW.
IBDW questions and answers
Are insiders buying IBDW stock?
No open-market insider purchases or sales of IBDW were filed in the last 90 days.
Which hedge funds own IBDW?
66 13F filers hold IBDW among their 50 largest positions, worth $862.9M combined. The biggest bets by portfolio weight are Sarver Vrooman Wealth Advisors (26.7%), PFG Private Wealth Management, LLC (5.2%) and Envision Financial Planning, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 32 added to one.
Has Congress traded IBDW?
No member of Congress has disclosed a trade in IBDW.
Who is the largest holder of IBDW?
Among 13F filers, Aptus Capital Advisors, LLC reports the largest IBDW position, $156.8M (7,526,023 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sarver Vrooman Wealth Advisors's: 26.7% of its portfolio.
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