IBTG · Insider trading · 13F holders · Congress trades
Ishares Tr (IBTG)
Who is buying and selling IBTG: 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
- 53
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBTG at a glance
- No open-market insider purchases or sales of IBTG were filed in the last 90 days.
- 53 13F filers hold IBTG among their 50 largest positions, worth $608.0M combined. The biggest bets by portfolio weight are Moseley Investment Management Inc (6.2%), MKT Advisors LLC (5.8%) and Denver PWM, LLC (5.1%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in IBTG.
IBTG insider trading
No open-market insider purchases or sales of IBTG were filed in the last 90 days.
Who owns IBTG? Hedge funds and superinvestors
53 13F filers hold IBTG among their 50 largest positions, worth $608.0M combined. The biggest bets by portfolio weight are Moseley Investment Management Inc (6.2%), MKT Advisors LLC (5.8%) and Denver PWM, LLC (5.1%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Hm Payson & CoInvestment manager | 1.7% | $129.5M | 5,657,354 | -4.2% shares | Q2 2026 |
| NorthCoast Asset Management LLCWealth manager | 1.8% | $79.2M | 3,459,551 | -23.9% shares | Q2 2026 |
| Connecticut Wealth Management, LLCWealth manager | 1.7% | $46.9M | 2,049,615 | +6.5% shares | Q3 2026 |
| Financial Advisory CorpWealth manager | 4.6% | $36.3M | 1,587,633 | -0.2% shares | Q3 2026 |
| Summitry LLCWealth manager | 1.2% | $35.6M | 1,554,803 | +1.6% shares | Q2 2026 |
| OneAscent Financial Services LLCWealth manager | 1.0% | $20.9M | 911,609 | +0.6% shares | Q2 2026 |
| Krilogy Financial LLCWealth manager | 0.6% | $20.4M | 894,474 | -9.9% shares | Q3 2026 |
| Moseley Investment Management IncWealth manager | 6.2% | $19.3M | 842,161 | +2.3% shares | Q1 2026 |
| MKT Advisors LLCWealth manager | 5.8% | $18.1M | 792,655 | -2.1% shares | Q3 2026 |
| Denver PWM, LLCWealth manager | 5.1% | $15.5M | 675,466 | -2.4% shares | Q3 2026 |
| Mv Capital Management, Inc.Wealth manager | 1.3% | $14.6M | 639,320 | -9.2% shares | Q3 2026 |
| Scissortail Wealth Management, LLCWealth manager | 2.8% | $14.4M | 626,984 | +2.3% shares | Q2 2026 |
| Wealth Management Strategies, Inc.Wealth manager | 4.4% | $11.3M | 495,686 | -3.9% shares | Q2 2026 |
| Money Concepts Capital CorpWealth manager | 0.5% | $11.3M | 493,201 | — | Q2 2026 |
| Rebalance, LLCWealth manager | 0.6% | $10.8M | 471,559 | +63.2% shares | Q3 2026 |
| Stratos Wealth Advisors, LLCWealth manager | 0.6% | $10.7M | 465,346 | -22.7% shares | Q2 2026 |
| Asset Advisors Investment Management, LLCWealth manager | 0.9% | $10.5M | 458,007 | -4.8% shares | Q3 2026 |
| Asset Dedication, LLCWealth manager | 0.6% | $9.2M | 401,238 | +15.7% shares | Q2 2026 |
| Titleist Asset Management, LLCWealth manager | 0.6% | $8.8M | 386,220 | +2.5% shares | Q3 2026 |
| Midwest Professional Planners, LTD.Wealth manager | 1.7% | $8.7M | 380,175 | -3.4% shares | Q3 2026 |
| Juno Financial Group LLCWealth manager | 2.2% | $6.3M | 273,498 | +0.7% shares | Q3 2026 |
| Trinity Wealth Management, LLCWealth manager | 1.6% | $5.1M | 222,992 | +0.5% shares | Q3 2026 |
| Parkside Financial Bank & TrustBank & trust | 0.3% | $5.0M | 218,579 | +0.0% shares | Q3 2026 |
| PSI Advisors, LLCWealth manager | 1.1% | $4.8M | 209,262 | -38.8% shares | Q2 2026 |
| Archer Investment CorpWealth manager | 0.9% | $4.8M | 208,043 | -3.3% shares | Q2 2026 |
| Accretive Wealth Partners, LLCWealth manager | 1.0% | $4.2M | 183,636 | +19.8% shares | Q2 2026 |
| Lantz Financial LLCWealth manager | 0.7% | $3.6M | 157,454 | +3.6% shares | Q3 2026 |
| Littlejohn Financial Services, Inc.Wealth manager | 2.2% | $3.1M | 135,073 | -2.5% shares | Q2 2026 |
| Delta Wealth Advisors LLCWealth manager | 2.0% | $2.9M | 128,690 | -77.9% shares | Q3 2026 |
| Eldridge Investment Advisors, Inc.Wealth manager | 0.6% | $2.8M | 122,417 | -38.9% shares | Q2 2026 |
The 30 largest of 53 positions, by value. Each manager counts with its latest 13F (Q3 2026: 27, Q2 2026: 25, Q1 2026: 1). Screen IBTG in the grand portfolio →
IBTG stock trades by members of Congress
No member of Congress has disclosed a trade in IBTG.
IBTG questions and answers
Are insiders buying IBTG stock?
No open-market insider purchases or sales of IBTG were filed in the last 90 days.
Which hedge funds own IBTG?
53 13F filers hold IBTG among their 50 largest positions, worth $608.0M combined. The biggest bets by portfolio weight are Moseley Investment Management Inc (6.2%), MKT Advisors LLC (5.8%) and Denver PWM, LLC (5.1%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded IBTG?
No member of Congress has disclosed a trade in IBTG.
Who is the largest holder of IBTG?
Among 13F filers, Hm Payson & Co reports the largest IBTG position, $129.5M (5,657,354 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Moseley Investment Management Inc's: 6.2% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.