IJT · Insider trading · 13F holders · Congress trades
Ishares Tr (IJT)
Who is buying and selling IJT: 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
- 119
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IJT at a glance
- No open-market insider purchases or sales of IJT were filed in the last 90 days.
- 119 13F filers hold IJT among their 50 largest positions, worth $720.2M combined. The biggest bets by portfolio weight are Palisades Hudson Asset Management, L.P. (6.0%), Sterling Financial Planning, Inc. (5.6%) and John A. Wolfe & Associates, Inc. (4.9%). In their latest 13Fs, 3 managers opened a new position and 13 added to one.
- No member of Congress has disclosed a trade in IJT.
IJT insider trading
No open-market insider purchases or sales of IJT were filed in the last 90 days.
Who owns IJT? Hedge funds and superinvestors
119 13F filers hold IJT among their 50 largest positions, worth $720.2M combined. The biggest bets by portfolio weight are Palisades Hudson Asset Management, L.P. (6.0%), Sterling Financial Planning, Inc. (5.6%) and John A. Wolfe & Associates, Inc. (4.9%). In their latest 13Fs, 3 managers opened a new position and 13 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLCWealth manager | 2.5% | $40.1M | 250,003 | +0.2% shares | Q3 2026 |
| Falcon Wealth PlanningWealth manager | 2.1% | $32.7M | 182,834 | +2.4% shares | Q2 2026 |
| AlphaCore Capital LLCWealth manager | 0.6% | $32.5M | 182,053 | -3.6% shares | Q2 2026 |
| Heartwood Wealth Advisors LLCWealth manager | 2.5% | $31.5M | 196,760 | -0.2% shares | Q3 2026 |
| Schneider Downs Wealth Management Advisors, LPWealth manager | 2.6% | $27.7M | 172,527 | +1.8% shares | Q3 2026 |
| GHP Investment Advisors, Inc.Wealth manager | 0.9% | $24.6M | 153,474 | -1.6% shares | Q3 2026 |
| Pacific Life Fund Advisors LLCMutual fund manager | 2.6% | $23.5M | 131,406 | New | Q2 2026 |
| Sterling Financial Planning, Inc.Wealth manager | 5.6% | $20.4M | 127,113 | -0.7% shares | Q3 2026 |
| Inspire Trust Co, N.A.Bank & trust | 2.7% | $19.6M | 110,000 | +7.8% shares | Q2 2026 |
| Lee Financial CoWealth manager | 2.2% | $17.7M | 110,407 | — | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 2.5% | $17.6M | 109,821 | -0.8% shares | Q3 2026 |
| Palisades Hudson Asset Management, L.P.Wealth manager | 6.0% | $17.2M | 96,350 | -2.7% shares | Q2 2026 |
| Texas Yale Capital Corp.Wealth manager | 0.4% | $17.0M | 94,971 | +0.3% shares | Q2 2026 |
| Royal Fund Management, LLCWealth manager | 1.3% | $16.7M | 104,432 | — | Q3 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 0.3% | $16.0M | 99,948 | -1.2% shares | Q3 2026 |
| RTD Financial Advisors, Inc.Wealth manager | 1.5% | $13.7M | 85,494 | -3.6% shares | Q3 2026 |
| Capital Advisors, Ltd. LLCInstitutional asset manager | 1.1% | $10.8M | 67,181 | +0.1% shares | Q3 2026 |
| Financial Advisors Network, Inc.Wealth manager | 1.3% | $10.7M | 60,086 | +1.8% shares | Q2 2026 |
| Jfs Wealth Advisors, LLCWealth manager | 0.5% | $10.2M | 57,390 | +2.5% shares | Q2 2026 |
| Lake Street Private Wealth, LLCWealth manager | 1.1% | $10.2M | 63,358 | -7.5% shares | Q3 2026 |
| Rodgers & Associates, LTDWealth manager | 0.9% | $10.0M | 62,633 | -2.9% shares | Q3 2026 |
| StoryOne LLCWealth manager | 4.2% | $9.3M | 57,835 | +8.5% shares | Q3 2026 |
| Salomon & Ludwin, LLCWealth manager | 0.8% | $9.2M | 57,533 | -3.8% shares | Q3 2026 |
| PW Nova Financial Services LLCWealth manager | 1.7% | $8.5M | 52,796 | +1.5% shares | Q3 2026 |
| Blue Edge Capital, LLCWealth manager | 1.0% | $8.0M | 44,864 | — | Q2 2026 |
| Ifrah Financial Services, Inc.Wealth manager | 2.0% | $7.9M | 49,379 | -2.3% shares | Q3 2026 |
| Clayton Financial Group LLCWealth manager | 4.1% | $7.8M | 48,601 | +1.4% shares | Q3 2026 |
| Accretive Wealth Partners, LLCWealth manager | 1.8% | $7.4M | 41,610 | +9.1% shares | Q2 2026 |
| Independence Financial Advisors, LLCWealth manager | 1.9% | $7.4M | 46,017 | +6.2% shares | Q3 2026 |
| Centerpoint Advisors, LLCWealth manager | 2.0% | $7.1M | 39,575 | -1.0% shares | Q2 2026 |
The 30 largest of 119 positions, by value. Each manager counts with its latest 13F (Q3 2026: 63, Q2 2026: 56). Screen IJT in the grand portfolio →
IJT stock trades by members of Congress
No member of Congress has disclosed a trade in IJT.
IJT questions and answers
Are insiders buying IJT stock?
No open-market insider purchases or sales of IJT were filed in the last 90 days.
Which hedge funds own IJT?
119 13F filers hold IJT among their 50 largest positions, worth $720.2M combined. The biggest bets by portfolio weight are Palisades Hudson Asset Management, L.P. (6.0%), Sterling Financial Planning, Inc. (5.6%) and John A. Wolfe & Associates, Inc. (4.9%). In their latest 13Fs, 3 managers opened a new position and 13 added to one.
Has Congress traded IJT?
No member of Congress has disclosed a trade in IJT.
Who is the largest holder of IJT?
Among 13F filers, Beaumont Financial Advisors, LLC reports the largest IJT position, $40.1M (250,003 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Palisades Hudson Asset Management, L.P.'s: 6.0% of its portfolio.
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