IJJ · Insider trading · 13F holders · Congress trades
Ishares Tr (IJJ)
Who is buying and selling IJJ: 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
- 134
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IJJ at a glance
- No open-market insider purchases or sales of IJJ were filed in the last 90 days.
- 134 13F filers hold IJJ among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Sterling Financial Planning, Inc. (6.3%), Corundum Trust Company, INC (4.8%) and Teachers Insurance & Annuity Association of America (4.6%). In their latest 13Fs, 0 managers opened a new position and 14 added to one.
- No member of Congress has disclosed a trade in IJJ.
IJJ insider trading
No open-market insider purchases or sales of IJJ were filed in the last 90 days.
Who owns IJJ? Hedge funds and superinvestors
134 13F filers hold IJJ among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Sterling Financial Planning, Inc. (6.3%), Corundum Trust Company, INC (4.8%) and Teachers Insurance & Annuity Association of America (4.6%). In their latest 13Fs, 0 managers opened a new position and 14 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| D.a. Davidson & Co.Wealth manager | 0.9% | $161.3M | 1,171,523 | +3.4% shares | Q3 2026 |
| Cullen/Frost Bankers, Inc.Bank & trust | 1.0% | $100.5M | 729,561 | -5.1% shares | Q3 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 0.2% | $90.0M | 609,138 | -2.6% shares | Q2 2026 |
| Evensky & Katz LLCWealth manager | 2.3% | $44.5M | 323,367 | -1.8% shares | Q3 2026 |
| Midland Wealth Advisors, LLCInstitutional asset manager | 1.7% | $37.6M | 273,118 | -1.9% shares | Q3 2026 |
| Rehmann Capital Advisory GroupWealth manager | 1.7% | $37.0M | 250,706 | -0.6% shares | Q2 2026 |
| Bokf, NaBank & trust | 0.5% | $35.5M | 257,470 | -4.5% shares | Q3 2026 |
| Wilmington Savings Fund Society, FSBBank & trust | 0.8% | $35.2M | 255,874 | -3.1% shares | Q3 2026 |
| World Investment AdvisorsInstitutional asset manager | 0.6% | $35.2M | 265,442 | +0.0% shares | Q2 2026 |
| Willis Johnson & Associates, Inc.Investment manager | 1.9% | $34.3M | 232,221 | -0.9% shares | Q2 2026 |
| Courier Capital LLCWealth manager | 1.5% | $31.0M | 224,842 | -1.3% shares | Q3 2026 |
| Sterling Financial Planning, Inc.Wealth manager | 6.3% | $23.0M | 167,200 | +6.8% shares | Q3 2026 |
| Lutz Financial Services LLCWealth manager | 1.1% | $17.5M | 118,338 | -0.4% shares | Q2 2026 |
| Texas Yale Capital Corp.Wealth manager | 0.3% | $16.0M | 108,310 | -0.1% shares | Q2 2026 |
| Capital Advisors, Ltd. LLCInstitutional asset manager | 1.6% | $15.3M | 111,154 | +0.1% shares | Q3 2026 |
| PW Nova Financial Services LLCWealth manager | 2.7% | $13.5M | 97,802 | +13.9% shares | Q3 2026 |
| Asset Management Group, Inc.Hedge fund | 1.9% | $13.1M | 88,947 | -0.6% shares | Q2 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 0.2% | $13.1M | 95,061 | -1.2% shares | Q3 2026 |
| Salomon & Ludwin, LLCWealth manager | 1.1% | $12.9M | 93,952 | -0.5% shares | Q3 2026 |
| Omega Financial Group, LLCWealth manager | 4.0% | $12.7M | 92,395 | -0.6% shares | Q3 2026 |
| 1834 Investment Advisors CoInstitutional asset manager | 1.4% | $12.4M | 90,092 | -3.8% shares | Q3 2026 |
| Nations Financial Group Inc, /ia/ /advWealth manager | 0.6% | $11.8M | 80,133 | -0.7% shares | Q2 2026 |
| Blue Edge Capital, LLCWealth manager | 1.4% | $11.4M | 77,483 | +1.3% shares | Q2 2026 |
| Ellis Investment Partners, LLCWealth manager | 1.7% | $11.4M | 82,527 | -2.2% shares | Q3 2026 |
| Independence Financial Advisors, LLCWealth manager | 2.5% | $10.0M | 72,279 | +9.0% shares | Q3 2026 |
| Mill Creek Capital Advisors, LLCAsset manager | 0.2% | $9.6M | 72,186 | +0.0% shares | Q1 2026 |
| LMG Wealth Partners, LLCWealth manager | 1.4% | $9.0M | 61,225 | -2.5% shares | Q2 2026 |
| OFS Enterprise LLCWealth manager | 2.3% | $8.7M | 62,887 | +0.9% shares | Q3 2026 |
| Causey Wealth LLCWealth manager | 3.3% | $8.6M | 57,928 | -1.8% shares | Q2 2026 |
| DDFG, IncWealth manager | 1.6% | $8.1M | 58,859 | +1.2% shares | Q3 2026 |
The 30 largest of 134 positions, by value. Each manager counts with its latest 13F (Q3 2026: 71, Q2 2026: 60, Q1 2026: 3). Screen IJJ in the grand portfolio →
IJJ stock trades by members of Congress
No member of Congress has disclosed a trade in IJJ.
IJJ questions and answers
Are insiders buying IJJ stock?
No open-market insider purchases or sales of IJJ were filed in the last 90 days.
Which hedge funds own IJJ?
134 13F filers hold IJJ among their 50 largest positions, worth $1.2B combined. The biggest bets by portfolio weight are Sterling Financial Planning, Inc. (6.3%), Corundum Trust Company, INC (4.8%) and Teachers Insurance & Annuity Association of America (4.6%). In their latest 13Fs, 0 managers opened a new position and 14 added to one.
Has Congress traded IJJ?
No member of Congress has disclosed a trade in IJJ.
Who is the largest holder of IJJ?
Among 13F filers, D.a. Davidson & Co. reports the largest IJJ position, $161.3M (1,171,523 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Sterling Financial Planning, Inc.'s: 6.3% of its portfolio.
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