IBDX · Insider trading · 13F holders · Congress trades
Ishares Tr (IBDX)
Who is buying and selling IBDX: 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
- 43
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBDX at a glance
- No open-market insider purchases or sales of IBDX were filed in the last 90 days.
- 43 13F filers hold IBDX among their 50 largest positions, worth $642.7M combined. The biggest bets by portfolio weight are Seven Springs Wealth Group, LLC (5.9%), Cowa, LLC (5.3%) and PFG Private Wealth Management, LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in IBDX.
IBDX insider trading
No open-market insider purchases or sales of IBDX were filed in the last 90 days.
Who owns IBDX? Hedge funds and superinvestors
43 13F filers hold IBDX among their 50 largest positions, worth $642.7M combined. The biggest bets by portfolio weight are Seven Springs Wealth Group, LLC (5.9%), Cowa, LLC (5.3%) and PFG Private Wealth Management, LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLCWealth manager | 1.2% | $162.6M | 6,456,747 | +1.8% shares | Q2 2026 |
| Capital Investment Advisors, LLCWealth manager | 1.2% | $88.2M | 3,662,590 | +4.5% shares | Q3 2026 |
| Capital Advisors Inc/okAsset manager | 1.0% | $71.1M | 2,822,834 | +1.2% shares | Q2 2026 |
| Sigma Investment Counselors IncWealth manager | 1.7% | $36.9M | 1,532,902 | -3.3% shares | Q3 2026 |
| Klingman & Associates, LLCWealth manager | 1.3% | $32.2M | 1,335,882 | +13.6% shares | Q3 2026 |
| Seven Springs Wealth Group, LLCWealth manager | 5.9% | $26.8M | 1,064,868 | +0.3% shares | Q2 2026 |
| Sound View Wealth Advisors Group, LLCWealth manager | 1.6% | $25.3M | 1,005,519 | +11.0% shares | Q2 2026 |
| Cowa, LLCWealth manager | 5.3% | $19.5M | 774,107 | +6.2% shares | Q2 2026 |
| Mv Capital Management, Inc.Wealth manager | 1.6% | $18.1M | 753,185 | -2.7% shares | Q3 2026 |
| Arrow Financial CorpBank & trust | 1.4% | $15.1M | 625,745 | -0.8% shares | Q3 2026 |
| Ironwood Financial, llcWealth manager | 2.1% | $13.8M | 574,408 | +23.6% shares | Q3 2026 |
| PFG Private Wealth Management, LLCWealth manager | 5.2% | $12.3M | 510,636 | +0.7% shares | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 1.7% | $11.8M | 491,768 | +18.3% shares | Q3 2026 |
| Parkway Wealth Management Group, LLCWealth manager | 1.1% | $9.9M | 410,145 | +1.9% shares | Q3 2026 |
| Cornerstone Planning, LLCWealth manager | 2.0% | $9.6M | 383,913 | +1.1% shares | Q3 2026 |
| Guidance Point Advisors, LLCWealth manager | 1.7% | $8.3M | 346,544 | +6.4% shares | Q3 2026 |
| Members Wealth LLCWealth manager | 3.6% | $7.1M | 295,459 | — | Q3 2026 |
| Mb, Levis & Associates, LLCWealth manager | 2.5% | $6.8M | 281,695 | -46.6% shares | Q3 2026 |
| 4Thought Financial Group Inc.Wealth manager | 3.0% | $6.3M | 250,276 | +22.0% shares | Q2 2026 |
| Precedent Wealth Partners, LLCWealth manager | 0.8% | $5.4M | 223,033 | +32.4% shares | Q3 2026 |
| Praetorian Wealth Management, Inc.Wealth manager | 0.9% | $5.3M | 218,644 | +10.6% shares | Q3 2026 |
| Marathon Mission, Inc.Wealth manager | 2.6% | $5.1M | 213,473 | +2.2% shares | Q3 2026 |
| Peloton Wealth StrategistsWealth manager | 1.7% | $4.6M | 184,250 | +38.0% shares | Q2 2026 |
| Signature Wealth Management GroupWealth manager | 1.6% | $4.3M | 169,983 | +2.6% shares | Q1 2026 |
| Evergreen Private Wealth LLCWealth manager | 1.4% | $3.7M | 145,453 | +5.5% shares | Q2 2026 |
| Houlihan Financial Resource Group, Ltd.Wealth manager | 1.2% | $3.3M | 132,540 | +27.4% shares | Q2 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 0.3% | $3.1M | 123,915 | — | Q2 2026 |
| Adirondack Trust CoBank & trust | 0.9% | $3.0M | 123,765 | -10.4% shares | Q3 2026 |
| Seneca House AdvisorsInvestment manager | 1.0% | $2.9M | 113,199 | -4.9% shares | Q2 2026 |
| Arcataur Capital Management LLCWealth manager | 0.7% | $2.7M | 111,525 | +3.1% shares | Q3 2026 |
The 30 largest of 43 positions, by value. Each manager counts with its latest 13F (Q3 2026: 24, Q2 2026: 18, Q1 2026: 1). Screen IBDX in the grand portfolio →
IBDX stock trades by members of Congress
No member of Congress has disclosed a trade in IBDX.
IBDX questions and answers
Are insiders buying IBDX stock?
No open-market insider purchases or sales of IBDX were filed in the last 90 days.
Which hedge funds own IBDX?
43 13F filers hold IBDX among their 50 largest positions, worth $642.7M combined. The biggest bets by portfolio weight are Seven Springs Wealth Group, LLC (5.9%), Cowa, LLC (5.3%) and PFG Private Wealth Management, LLC (5.2%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
Has Congress traded IBDX?
No member of Congress has disclosed a trade in IBDX.
Who is the largest holder of IBDX?
Among 13F filers, Aptus Capital Advisors, LLC reports the largest IBDX position, $162.6M (6,456,747 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Seven Springs Wealth Group, LLC's: 5.9% of its portfolio.
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