IYM · Insider trading · 13F holders · Congress trades
Ishares Tr (IYM)
Who is buying and selling IYM: 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
- 20
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IYM at a glance
- No open-market insider purchases or sales of IYM were filed in the last 90 days.
- 20 13F filers hold IYM among their 50 largest positions, worth $139.4M combined. The biggest bets by portfolio weight are USA Financial Formulas (11.7%), Camarda Financial Advisors, LLC (6.1%) and Summit Financial Consulting LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in IYM.
IYM insider trading
No open-market insider purchases or sales of IYM were filed in the last 90 days.
Who owns IYM? Hedge funds and superinvestors
20 13F filers hold IYM among their 50 largest positions, worth $139.4M combined. The biggest bets by portfolio weight are USA Financial Formulas (11.7%), Camarda Financial Advisors, LLC (6.1%) and Summit Financial Consulting LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| USA Financial FormulasWealth manager | 11.7% | $63.6M | 354,526 | — | Q2 2026 |
| Camarda Financial Advisors, LLCWealth manager | 6.1% | $20.3M | 112,984 | — | Q2 2026 |
| Three Seasons Wealth, LLCWealth manager | 0.9% | $10.4M | 57,963 | +99.8% shares | Q2 2026 |
| Summit Financial Consulting LLCWealth manager | 5.9% | $8.1M | 45,247 | +6.4% shares | Q3 2026 |
| Sharp Wealth Advisory, LLCWealth manager | 3.3% | $7.1M | 39,548 | — | Q2 2026 |
| Gerald Baker Financial Group LLCWealth manager | 1.4% | $4.9M | 27,675 | -0.7% shares | Q3 2026 |
| Deeter Investments LLPAsset manager | 0.7% | $4.8M | 26,500 | — | Q2 2026 |
| Conservest Capital Advisors, Inc.Wealth manager | 0.4% | $4.6M | 25,900 | +31.7% shares | Q2 2026 |
| Financial Planning Fort Collins, LLCWealth manager | 2.3% | $3.0M | 17,121 | -0.3% shares | Q3 2026 |
| Lifestyle Asset Management, Inc.Wealth manager | 0.6% | $2.5M | 14,265 | -1.4% shares | Q3 2026 |
| Wealthstar Advisors, LLCWealth manager | 1.2% | $2.3M | 12,700 | +5.5% shares | Q3 2026 |
| Counterweight Ventures, LLCWealth manager | 1.0% | $2.1M | 11,680 | -1.3% shares | Q2 2026 |
| First Citizens Financial CorpWealth manager | 0.7% | $1.6M | 8,812 | -0.4% shares | Q3 2026 |
| Navis Wealth Advisors, LLCWealth manager | 0.6% | $1.5M | 8,138 | +0.3% shares | Q2 2026 |
| Algorithmic Investment Models, LLCAsset manager | 0.8% | $691K | 3,848 | New | Q2 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 0.4% | $639K | 3,585 | -0.3% shares | Q3 2026 |
| Rps Advisory Solutions LLCWealth manager | 0.4% | $558K | 3,110 | — | Q2 2026 |
| BTS Asset Management, Inc.Wealth manager | 0.9% | $438K | 2,442 | +43.0% shares | Q2 2026 |
| Titan Wealth (CI) LtdWealth manager | 0.1% | $269K | 1,500 | +0.0% shares | Q2 2026 |
| Mycio Wealth Partners, LLCWealth manager | 0.0% | $29K | 160 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 13). Screen IYM in the grand portfolio →
IYM stock trades by members of Congress
No member of Congress has disclosed a trade in IYM.
IYM questions and answers
Are insiders buying IYM stock?
No open-market insider purchases or sales of IYM were filed in the last 90 days.
Which hedge funds own IYM?
20 13F filers hold IYM among their 50 largest positions, worth $139.4M combined. The biggest bets by portfolio weight are USA Financial Formulas (11.7%), Camarda Financial Advisors, LLC (6.1%) and Summit Financial Consulting LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
Has Congress traded IYM?
No member of Congress has disclosed a trade in IYM.
Who is the largest holder of IYM?
Among 13F filers, USA Financial Formulas reports the largest IYM position, $63.6M (354,526 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is USA Financial Formulas's: 11.7% of its portfolio.
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