IBTK · Insider trading · 13F holders · Congress trades
Ishares Tr (IBTK)
Who is buying and selling IBTK: 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
- 24
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBTK at a glance
- No open-market insider purchases or sales of IBTK were filed in the last 90 days.
- 24 13F filers hold IBTK among their 50 largest positions, worth $234.5M combined. The biggest bets by portfolio weight are Waycross Investment Management Co (8.4%), Horizon Advisory Services, Inc. (7.8%) and Eight 31 Financial, LLC (6.0%). In their latest 13Fs, 2 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in IBTK.
IBTK insider trading
No open-market insider purchases or sales of IBTK were filed in the last 90 days.
Who owns IBTK? Hedge funds and superinvestors
24 13F filers hold IBTK among their 50 largest positions, worth $234.5M combined. The biggest bets by portfolio weight are Waycross Investment Management Co (8.4%), Horizon Advisory Services, Inc. (7.8%) and Eight 31 Financial, LLC (6.0%). In their latest 13Fs, 2 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Financial Advisory CorpWealth manager | 4.3% | $33.9M | 1,783,915 | +11342.7% shares | Q3 2026 |
| Horizon Advisory Services, Inc.Wealth manager | 7.8% | $20.5M | 1,081,298 | New | Q3 2026 |
| Titleist Asset Management, LLCWealth manager | 1.3% | $19.8M | 1,043,754 | -24.0% shares | Q3 2026 |
| Journey Advisory Group, LLCWealth manager | 1.3% | $17.6M | 902,785 | +6.0% shares | Q2 2026 |
| Wealth Management Strategies, Inc.Wealth manager | 5.2% | $13.4M | 686,872 | +3.2% shares | Q2 2026 |
| MKT Advisors LLCWealth manager | 4.3% | $13.3M | 701,895 | -1.4% shares | Q3 2026 |
| Denver PWM, LLCWealth manager | 4.3% | $13.0M | 684,588 | -0.1% shares | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 1.8% | $12.3M | 648,157 | +7.8% shares | Q3 2026 |
| Shelton Wealth Management, LLCWealth manager | 4.5% | $11.2M | 591,232 | +6.6% shares | Q3 2026 |
| Legacy Private Trust Co.Bank & trust | 0.6% | $10.8M | 571,288 | -1.1% shares | Q3 2026 |
| Waycross Investment Management CoWealth manager | 8.4% | $10.4M | 549,582 | +3.5% shares | Q3 2026 |
| Eight 31 Financial, LLCWealth manager | 6.0% | $10.1M | 517,756 | +2.9% shares | Q2 2026 |
| Heartwood Wealth Advisors LLCWealth manager | 0.8% | $9.6M | 504,949 | +2.3% shares | Q3 2026 |
| Trust CoBank & trust | 0.8% | $9.0M | 471,853 | -3.8% shares | Q3 2026 |
| MBL Wealth, LLCWealth manager | 0.5% | $8.4M | 439,761 | — | Q3 2026 |
| Rebalance, LLCWealth manager | 0.3% | $5.8M | 304,176 | +2.2% shares | Q3 2026 |
| Stockman Wealth Management, Inc.Institutional asset manager | 0.6% | $5.5M | 289,883 | +4.7% shares | Q3 2026 |
| Accretive Wealth Partners, LLCWealth manager | 1.0% | $4.1M | 211,769 | +23.8% shares | Q2 2026 |
| Hughes Financial Services, LLCWealth manager | 0.3% | $2.2M | 110,044 | -0.0% shares | Q2 2026 |
| Yoder Wealth Management, Inc.Wealth manager | 0.4% | $1.1M | 58,657 | +19.7% shares | Q3 2026 |
| Reliant Wealth PlanningWealth manager | 0.2% | $821K | 41,998 | +0.0% shares | Q2 2026 |
| Foundry Financial Group, Inc.Wealth manager | 0.3% | $689K | 36,284 | -9.6% shares | Q3 2026 |
| Atlantic Private Wealth, LLCWealth manager | 0.4% | $602K | 30,827 | -6.7% shares | Q2 2026 |
| Aspen Private Advisors, LLCWealth manager | 0.2% | $247K | 13,000 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 17, Q2 2026: 7). Screen IBTK in the grand portfolio →
IBTK stock trades by members of Congress
No member of Congress has disclosed a trade in IBTK.
IBTK questions and answers
Are insiders buying IBTK stock?
No open-market insider purchases or sales of IBTK were filed in the last 90 days.
Which hedge funds own IBTK?
24 13F filers hold IBTK among their 50 largest positions, worth $234.5M combined. The biggest bets by portfolio weight are Waycross Investment Management Co (8.4%), Horizon Advisory Services, Inc. (7.8%) and Eight 31 Financial, LLC (6.0%). In their latest 13Fs, 2 managers opened a new position and 6 added to one.
Has Congress traded IBTK?
No member of Congress has disclosed a trade in IBTK.
Who is the largest holder of IBTK?
Among 13F filers, Financial Advisory Corp reports the largest IBTK position, $33.9M (1,783,915 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Waycross Investment Management Co's: 8.4% of its portfolio.
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