IMTB · Insider trading · 13F holders · Congress trades
Ishares Tr (IMTB)
Who is buying and selling IMTB: 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
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IMTB at a glance
- No open-market insider purchases or sales of IMTB were filed in the last 90 days.
- 6 13F filers hold IMTB among their 50 largest positions, worth $27.2M combined. The biggest bets by portfolio weight are Octavia Wealth Advisors, LLC (1.9%), Ethos Capital Management, Inc. (1.8%) and J. Mark Nickell & Co. (0.7%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in IMTB.
IMTB insider trading
No open-market insider purchases or sales of IMTB were filed in the last 90 days.
Who owns IMTB? Hedge funds and superinvestors
6 13F filers hold IMTB among their 50 largest positions, worth $27.2M combined. The biggest bets by portfolio weight are Octavia Wealth Advisors, LLC (1.9%), Ethos Capital Management, Inc. (1.8%) and J. Mark Nickell & Co. (0.7%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLCWealth manager | 1.9% | $21.6M | 494,673 | +6.3% shares | Q2 2026 |
| Ethos Capital Management, Inc.Wealth manager | 1.8% | $2.6M | 58,646 | -73.4% shares | Q2 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 0.2% | $1.8M | 44,235 | -38.9% shares | Q3 2026 |
| J. Mark Nickell & Co.Wealth manager | 0.7% | $867K | 16,311 | New | Q2 2026 |
| Charis Legacy Partners, LLCWealth manager | 0.4% | $294K | 7,100 | +0.0% shares | Q3 2026 |
| Kopp Family Office, LLCFamily office | 0.0% | $38K | 331 | -63.7% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 3). Screen IMTB in the grand portfolio →
IMTB stock trades by members of Congress
No member of Congress has disclosed a trade in IMTB.
IMTB questions and answers
Are insiders buying IMTB stock?
No open-market insider purchases or sales of IMTB were filed in the last 90 days.
Which hedge funds own IMTB?
6 13F filers hold IMTB among their 50 largest positions, worth $27.2M combined. The biggest bets by portfolio weight are Octavia Wealth Advisors, LLC (1.9%), Ethos Capital Management, Inc. (1.8%) and J. Mark Nickell & Co. (0.7%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded IMTB?
No member of Congress has disclosed a trade in IMTB.
Who is the largest holder of IMTB?
Among 13F filers, Octavia Wealth Advisors, LLC reports the largest IMTB position, $21.6M (494,673 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Octavia Wealth Advisors, LLC's: 1.9% of its portfolio.
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