IWV · Insider trading · 13F holders · Congress trades
Ishares Tr (IWV)
Who is buying and selling IWV: 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
- 207
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IWV at a glance
- No open-market insider purchases or sales of IWV were filed in the last 90 days.
- 207 13F filers hold IWV among their 50 largest positions, worth $4.8B combined, including Joel Greenblatt. The biggest bets by portfolio weight are Pitcairn Wealth Advisors LLC (23.5%), Tlwm (19.5%) and KDK Private Wealth Management, LLC (16.5%). In their latest 13Fs, 2 managers opened a new position and 11 added to one.
- No member of Congress has disclosed a trade in IWV.
IWV insider trading
No open-market insider purchases or sales of IWV were filed in the last 90 days.
Who owns IWV? Hedge funds and superinvestors
207 13F filers hold IWV among their 50 largest positions, worth $4.8B combined, including Joel Greenblatt. The biggest bets by portfolio weight are Pitcairn Wealth Advisors LLC (23.5%), Tlwm (19.5%) and KDK Private Wealth Management, LLC (16.5%). In their latest 13Fs, 2 managers opened a new position and 11 added to one.
Superinvestors holding IWV: Joel Greenblatt 0.3%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| SCS Capital Management LLCWealth manager | 7.5% | $792.5M | 1,858,646 | -0.4% shares | Q2 2026 |
| American Family Investments, Inc.Family office | 12.5% | $693.9M | 1,627,426 | +92.9% shares | Q2 2026 |
| UNC Management Company, Inc.Investment manager | 10.9% | $225.6M | 529,017 | +0.2% shares | Q2 2026 |
| Pitcairn Wealth Advisors LLCWealth manager | 23.5% | $214.6M | 503,370 | -0.8% shares | Q2 2026 |
| Evensky & Katz LLCWealth manager | 7.4% | $141.3M | 327,253 | -2.8% shares | Q3 2026 |
| Joel GreenblattHedge fund | 0.3% | $124.7M | 292,440 | +1.3% shares | Q2 2026 |
| TlwmWealth manager | 19.5% | $122.5M | 283,869 | -3.1% shares | Q3 2026 |
| Lido Advisors, LLCWealth manager | 0.4% | $114.7M | 268,919 | -2.2% shares | Q2 2026 |
| Sentinel Trust Co LbaBank & trust | 9.5% | $107.0M | 250,902 | +3.3% shares | Q2 2026 |
| Wealthspire Advisors, LLCWealth manager | 0.5% | $90.7M | 212,799 | — | Q2 2026 |
| Bricktown Capital, LLCInstitutional asset manager | 15.2% | $83.2M | 192,859 | +3.1% shares | Q3 2026 |
| Stephens Inc /ar/Investment manager | 0.8% | $75.8M | 177,801 | +8.3% shares | Q2 2026 |
| Geneos Wealth Management Inc.Wealth manager | 1.5% | $71.6M | 167,834 | -1.6% shares | Q2 2026 |
| Calamos Wealth Management LLCWealth manager | 2.1% | $69.7M | 163,526 | +6.2% shares | Q2 2026 |
| Davis R M IncInvestment manager | 1.1% | $68.1M | 159,675 | +0.0% shares | Q2 2026 |
| GM Advisory Group, LLCWealth manager | 2.5% | $64.2M | 173,146 | -2.4% shares | Q1 2026 |
| Proficio Capital Partners LLCWealth manager | 2.2% | $61.1M | 143,298 | -0.3% shares | Q2 2026 |
| Ballentine Partners, LLCWealth manager | 0.7% | $59.2M | 138,773 | -0.1% shares | Q2 2026 |
| Fft Wealth Management LLCWealth manager | 9.1% | $58.4M | 136,855 | -0.8% shares | Q2 2026 |
| Caprock Group, LLCWealth manager | 1.0% | $50.8M | 119,191 | -1.3% shares | Q2 2026 |
| Wind River Trust CoBank & trust | 16.4% | $48.6M | 113,918 | -8.2% shares | Q2 2026 |
| Mill Creek Capital Advisors, LLCAsset manager | 1.0% | $48.4M | 130,652 | +1.5% shares | Q1 2026 |
| Pennington Partners & Co., LLCWealth manager | 15.0% | $46.7M | 109,483 | -2.3% shares | Q2 2026 |
| AlphaCore Capital LLCWealth manager | 0.8% | $43.7M | 102,427 | -3.9% shares | Q2 2026 |
| Heck Capital Advisors, LLCInstitutional asset manager | 1.9% | $34.5M | 79,995 | -35.6% shares | Q3 2026 |
| Hantz Financial Services, Inc.Wealth manager | 0.5% | $33.7M | 78,942 | -1.4% shares | Q2 2026 |
| Brooklyn FI, LLCWealth manager | 6.2% | $33.6M | 79,177 | +1.7% shares | Q2 2026 |
| Waldron Private Wealth LLCWealth manager | 1.2% | $33.6M | 78,861 | -1.5% shares | Q2 2026 |
| Provenance Wealth Advisors, LLCWealth manager | 3.2% | $33.5M | 78,528 | -1.1% shares | Q2 2026 |
| Brighton Jones LLCWealth manager | 0.6% | $32.4M | 76,042 | -0.6% shares | Q2 2026 |
The 30 largest of 207 positions, by value. Each manager counts with its latest 13F (Q3 2026: 93, Q2 2026: 111, Q1 2026: 3). Screen IWV in the grand portfolio →
IWV stock trades by members of Congress
No member of Congress has disclosed a trade in IWV.
IWV questions and answers
Are insiders buying IWV stock?
No open-market insider purchases or sales of IWV were filed in the last 90 days.
Which hedge funds own IWV?
207 13F filers hold IWV among their 50 largest positions, worth $4.8B combined, including Joel Greenblatt. The biggest bets by portfolio weight are Pitcairn Wealth Advisors LLC (23.5%), Tlwm (19.5%) and KDK Private Wealth Management, LLC (16.5%). In their latest 13Fs, 2 managers opened a new position and 11 added to one.
Has Congress traded IWV?
No member of Congress has disclosed a trade in IWV.
Who is the largest holder of IWV?
Among 13F filers, SCS Capital Management LLC reports the largest IWV position, $792.5M (1,858,646 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Pitcairn Wealth Advisors LLC's: 23.5% of its portfolio.
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