Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

IWB · Insider trading · 13F holders · Congress trades

Russell 1000 Ishares ETF (IWB)

Who is buying and selling IWB: 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
437
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
3

IWB at a glance

  • No open-market insider purchases or sales of IWB were filed in the last 90 days.
  • 437 13F filers hold IWB among their 50 largest positions, worth $18.4B combined. The biggest bets by portfolio weight are Fiduciary Counselling Inc (32.8%), MPS Loria Financial Planners, LLC (27.8%) and Hippocratic Financial Advisors, LLC (26.8%). In their latest 13Fs, 3 managers opened a new position and 24 added to one.
  • Members of Congress have disclosed 5 IWB trades since 2022, 0 purchases and 3 sales in the past year; the latest was Markwayne Mullin (R-OK), selling $500K–1M on Jun 13, 2024.
  • IWB last closed at $414.83 on Oct 30, 2026.

IWB insider trading

No open-market insider purchases or sales of IWB were filed in the last 90 days.

Who owns IWB? Hedge funds and superinvestors

437 13F filers hold IWB among their 50 largest positions, worth $18.4B combined. The biggest bets by portfolio weight are Fiduciary Counselling Inc (32.8%), MPS Loria Financial Planners, LLC (27.8%) and Hippocratic Financial Advisors, LLC (26.8%). In their latest 13Fs, 3 managers opened a new position and 24 added to one.

13F filers holding IWB
Manager% of portfolioValueSharesLast quarter13F
Jones Financial Companies LllpBroker-dealer1.4%$3.5B8,705,412-16.7% sharesQ2 2026
M&T Bank CorpBank & trust3.5%$1.2B2,899,576+1.3% sharesQ2 2026
PNC Financial Services Group, Inc.Bank & trust0.5%$947.3M2,313,380-0.7% sharesQ2 2026
Focus Partners WealthWealth manager0.8%$761.4M1,859,370-3.8% sharesQ2 2026
Millburn Ridgefield LLC /DE/Mutual fund manager12.7%$670.7M1,637,759-0.2% sharesQ2 2026
Catalyst Capital Advisors LLCMutual fund manager11.1%$670.7M1,637,759-0.2% sharesQ2 2026
Johnson Investment Counsel IncWealth manager4.3%$585.3M1,429,386+0.7% sharesQ2 2026
Northwestern Mutual Wealth Management CoWealth manager0.3%$547.7M1,337,416-3.1% sharesQ2 2026
Captrust Financial AdvisorsWealth manager0.8%$520.3M1,270,498-0.7% sharesQ2 2026
Pathstone Holdings, LLCWealth manager1.4%$463.9M1,132,924+1.9% sharesQ2 2026
Dynasty Wealth Management, LLCInstitutional asset manager2.6%$343.2M838,203—Q2 2026
Fifth Third BancorpBank & trust0.6%$341.2M833,092-2.0% sharesQ2 2026
Cerity Partners LLCWealth manager0.4%$334.0M815,660+1.9% sharesQ2 2026
National Mutual Insurance Federation of Agricultural CooperativesInsurance company2.1%$329.2M791,000+0.0% sharesQ3 2026
Mercer Global Advisors Inc /advInvestment manager0.4%$295.4M721,484-8.1% sharesQ2 2026
Legacy Wealth Management, LLCWealth manager15.3%$290.3M697,547-0.7% sharesQ3 2026
Capstone Financial Advisors, Inc.Wealth manager12.7%$261.1M637,495-1.4% sharesQ2 2026
Pinnacle Financial Partners, Inc.Bank & trust1.7%$256.1M625,348+2.6% sharesQ2 2026
Ieq Capital, LLCWealth manager0.9%$201.7M492,609-4.4% sharesQ2 2026
OpenArc Corporate Advisory, LLCWealth manager2.2%$191.6M460,385+5.3% sharesQ3 2026
Empower Advisory Group, LLCWealth manager0.4%$176.3M430,492-2.7% sharesQ2 2026
Red Cedar Investment Management, LLCInstitutional asset manager14.7%$155.6M379,919-3.9% sharesQ2 2026
MPS Loria Financial Planners, LLCWealth manager27.8%$146.3M351,528+1.2% sharesQ3 2026
Sagespring Wealth Partners, LLCWealth manager2.1%$138.8M333,617+7.2% sharesQ3 2026
Waverly Advisors, LLCWealth manager0.7%$128.9M314,703-1.4% sharesQ2 2026
NorthRock Partners, LLCWealth manager1.8%$120.9M295,228-1.0% sharesQ2 2026
Arbor Investment Advisors, LLCWealth manager13.3%$116.3M279,438-1.9% sharesQ3 2026
Johns Hopkins UniversityEndowment & foundation7.2%$108.3M264,479+0.0% sharesQ2 2026
Commerce BankBank & trust0.5%$107.5M262,586—Q2 2026
Winthrop Advisory Group LLCWealth manager6.3%$101.9M244,892-1.1% sharesQ3 2026

The 30 largest of 437 positions, by value. Each manager counts with its latest 13F (Q3 2026: 212, Q2 2026: 219, Q1 2026: 6). Screen IWB in the grand portfolio →

IWB stock trades by members of Congress

Members of Congress have disclosed 5 IWB trades since 2022, 0 purchases and 3 sales in the past year; the latest was Markwayne Mullin (R-OK), selling $500K–1M on Jun 13, 2024.

Congress trades in IWB
FiledMemberTradeAmountTradedSince
Jul 12, 2024Markwayne MullinR-OK · SenateSale$500K–1MJun 13, 2024+40.3%
Jul 12, 2024Markwayne MullinR-OK · SenateSale$50K–100KJun 12, 2024+40.4%
Jun 7, 2024Markwayne MullinR-OK · SenateSale$100K–250KMay 8, 2024+45.9%
Jul 8, 2022Robert J. WittmanR-VA · HouseBuy$1K–15KJun 16, 2022+106.6%
Apr 9, 2022Robert J. WittmanR-VA · HouseBuy$1K–15KMar 15, 2022+76.4%

2 members have traded IWB: Markwayne Mullin, Robert J. Wittman.

IWB questions and answers

Are insiders buying IWB stock?

No open-market insider purchases or sales of IWB were filed in the last 90 days.

Which hedge funds own IWB?

437 13F filers hold IWB among their 50 largest positions, worth $18.4B combined. The biggest bets by portfolio weight are Fiduciary Counselling Inc (32.8%), MPS Loria Financial Planners, LLC (27.8%) and Hippocratic Financial Advisors, LLC (26.8%). In their latest 13Fs, 3 managers opened a new position and 24 added to one.

Has Congress traded IWB?

Members of Congress have disclosed 5 IWB trades since 2022, 0 purchases and 3 sales in the past year; the latest was Markwayne Mullin (R-OK), selling $500K–1M on Jun 13, 2024.

Who is the largest holder of IWB?

Among 13F filers, Jones Financial Companies Lllp reports the largest IWB position, $3.5B (8,705,412 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Fiduciary Counselling Inc's: 32.8% of its portfolio.

Cite or share this

Free to use with a link back. The data updates every filing day.

Citation
Link