IWR · Insider trading · 13F holders · Congress trades
Ishares Tr (IWR)
Who is buying and selling IWR: 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
- 357
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IWR at a glance
- No open-market insider purchases or sales of IWR were filed in the last 90 days.
- 357 13F filers hold IWR among their 50 largest positions, worth $34.4B combined, including David Katz. The biggest bets by portfolio weight are Stegner Investment Associates Inc. (20.2%), Performa Ltd (US), LLC (20.0%) and Fox Financial, Inc (11.8%). In their latest 13Fs, 2 managers opened a new position and 40 added to one.
- No member of Congress has disclosed a trade in IWR.
IWR insider trading
No open-market insider purchases or sales of IWR were filed in the last 90 days.
Who owns IWR? Hedge funds and superinvestors
357 13F filers hold IWR among their 50 largest positions, worth $34.4B combined, including David Katz. The biggest bets by portfolio weight are Stegner Investment Associates Inc. (20.2%), Performa Ltd (US), LLC (20.0%) and Fox Financial, Inc (11.8%). In their latest 13Fs, 2 managers opened a new position and 40 added to one.
Superinvestors holding IWR: David Katz 0.5%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Jones Financial Companies LllpBroker-dealer | 4.4% | $10.9B | 99,650,083 | +7.2% shares | Q2 2026 |
| Bank of America Corp /de/Bank & trust | 0.5% | $7.6B | 68,880,354 | +4.6% shares | Q2 2026 |
| Wells Fargo & Company/mnBank & trust | 0.9% | $5.0B | 45,367,356 | +5.9% shares | Q2 2026 |
| US Bancorp \de\Bank & trust | 1.5% | $1.4B | 12,780,590 | -1.1% shares | Q2 2026 |
| PNC Financial Services Group, Inc.Bank & trust | 0.7% | $1.4B | 12,472,614 | +1.1% shares | Q2 2026 |
| Baird Financial Group, Inc.Wealth manager | 1.6% | $1.2B | 10,660,298 | +18.8% shares | Q2 2026 |
| Truist Financial CorpBank & trust | 0.5% | $454.5M | 4,120,231 | -1.4% shares | Q2 2026 |
| AMG National Trust BankBank & trust | 8.8% | $426.9M | 3,869,983 | -0.5% shares | Q2 2026 |
| Johnson Investment Counsel IncWealth manager | 2.4% | $331.2M | 3,001,929 | +3.2% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 1.0% | $302.9M | 2,745,783 | -2.3% shares | Q2 2026 |
| Fifth Third BancorpBank & trust | 0.4% | $275.9M | 2,501,173 | -1.8% shares | Q2 2026 |
| Pathstone Holdings, LLCWealth manager | 0.6% | $210.1M | 1,904,250 | -0.0% shares | Q2 2026 |
| Keybank National Association/ohBank & trust | 0.6% | $171.8M | 1,557,703 | -0.6% shares | Q2 2026 |
| Commerce BankBank & trust | 0.7% | $158.8M | 1,439,471 | -2.6% shares | Q2 2026 |
| Glenview Trust CoBank & trust | 2.0% | $151.4M | 1,418,745 | +0.8% shares | Q3 2026 |
| Pinnacle Financial Partners, Inc.Bank & trust | 0.9% | $137.4M | 1,245,534 | -0.6% shares | Q2 2026 |
| Oakworth Capital, Inc.Asset manager | 6.3% | $132.8M | 1,244,957 | +0.5% shares | Q3 2026 |
| Waverly Advisors, LLCWealth manager | 0.8% | $131.0M | 1,187,415 | +8.0% shares | Q2 2026 |
| Performa Ltd (US), LLCInstitutional asset manager | 20.0% | $124.0M | 1,124,020 | +465.1% shares | Q2 2026 |
| Atlantic Union Bankshares CorpBank & trust | 1.9% | $114.3M | 1,035,865 | +19.5% shares | Q2 2026 |
| First Western Trust BankBank & trust | 5.5% | $112.9M | 1,022,959 | -1.7% shares | Q2 2026 |
| UMB Bank, n.a.Bank & trust | 1.4% | $111.7M | 1,012,156 | +4.9% shares | Q2 2026 |
| Alerus Financial NaBank & trust | 4.8% | $108.7M | 985,225 | +0.6% shares | Q2 2026 |
| German American Bancorp, Inc.Bank & trust | 8.0% | $106.2M | 962,740 | +0.1% shares | Q2 2026 |
| Lido Advisors, LLCWealth manager | 0.4% | $103.7M | 940,349 | — | Q2 2026 |
| JMG Financial Group, Ltd.Wealth manager | 2.4% | $100.8M | 913,629 | -0.3% shares | Q2 2026 |
| WASHINGTON TRUST CoBank & trust | 3.0% | $95.8M | 897,690 | -0.8% shares | Q3 2026 |
| Millburn Ridgefield LLC /DE/Mutual fund manager | 1.6% | $84.8M | 768,475 | +0.0% shares | Q2 2026 |
| Catalyst Capital Advisors LLCMutual fund manager | 1.4% | $84.8M | 768,475 | +0.0% shares | Q2 2026 |
| Clearstead Advisors, LLCWealth manager | 0.8% | $84.1M | 762,482 | -0.8% shares | Q2 2026 |
The 30 largest of 357 positions, by value. Each manager counts with its latest 13F (Q3 2026: 173, Q2 2026: 181, Q1 2026: 3). Screen IWR in the grand portfolio →
IWR stock trades by members of Congress
No member of Congress has disclosed a trade in IWR.
IWR questions and answers
Are insiders buying IWR stock?
No open-market insider purchases or sales of IWR were filed in the last 90 days.
Which hedge funds own IWR?
357 13F filers hold IWR among their 50 largest positions, worth $34.4B combined, including David Katz. The biggest bets by portfolio weight are Stegner Investment Associates Inc. (20.2%), Performa Ltd (US), LLC (20.0%) and Fox Financial, Inc (11.8%). In their latest 13Fs, 2 managers opened a new position and 40 added to one.
Has Congress traded IWR?
No member of Congress has disclosed a trade in IWR.
Who is the largest holder of IWR?
Among 13F filers, Jones Financial Companies Lllp reports the largest IWR position, $10.9B (99,650,083 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Stegner Investment Associates Inc.'s: 20.2% of its portfolio.
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