IYW · Insider trading · 13F holders · Congress trades
Ishares Tr (IYW)
Who is buying and selling IYW: 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
- 282
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IYW at a glance
- No open-market insider purchases or sales of IYW were filed in the last 90 days.
- 282 13F filers hold IYW among their 50 largest positions, worth $3.4B combined. The biggest bets by portfolio weight are PGIM Custom Harvest LLC (14.4%), HC Advisors, LLC (13.3%) and High Point Wealth Management, LLC (10.5%). In their latest 13Fs, 4 managers opened a new position and 20 added to one.
- No member of Congress has disclosed a trade in IYW.
IYW insider trading
No open-market insider purchases or sales of IYW were filed in the last 90 days.
Who owns IYW? Hedge funds and superinvestors
282 13F filers hold IYW among their 50 largest positions, worth $3.4B combined. The biggest bets by portfolio weight are PGIM Custom Harvest LLC (14.4%), HC Advisors, LLC (13.3%) and High Point Wealth Management, LLC (10.5%). In their latest 13Fs, 4 managers opened a new position and 20 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| PGIM Custom Harvest LLCWealth manager | 14.4% | $1.1B | 4,549,815 | +0.1% shares | Q2 2026 |
| RiverFront Investment Group, LLCAsset manager | 3.5% | $263.1M | 1,043,122 | +3.8% shares | Q2 2026 |
| Kestra Advisory Services, LLCWealth manager | 0.4% | $120.5M | 477,728 | -3.6% shares | Q2 2026 |
| Portfolio Strategies, Inc.Wealth manager | 9.7% | $98.9M | 392,227 | +0.2% shares | Q2 2026 |
| United Capital Financial Advisors, LLCWealth manager | 0.4% | $80.6M | 319,172 | — | Q2 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 0.6% | $75.9M | 300,880 | -14.7% shares | Q2 2026 |
| Atlas Legacy Advisors, LLCWealth manager | 9.2% | $61.8M | 246,172 | +3.4% shares | Q2 2026 |
| Parker Investment Management, LLCWealth manager | 6.2% | $51.6M | 204,468 | -0.0% shares | Q2 2026 |
| Howard Capital Management Group, LLCWealth manager | 2.5% | $44.0M | 166,038 | -5.9% shares | Q3 2026 |
| First Merchants CorpBank & trust | 1.4% | $42.5M | 160,352 | -0.9% shares | Q3 2026 |
| Stratos Wealth Partners, LTD.Wealth manager | 0.4% | $38.5M | 152,728 | — | Q2 2026 |
| Compound Planning, Inc.Wealth manager | 0.8% | $32.5M | 128,742 | -7.3% shares | Q2 2026 |
| Patton Albertson Miller Group, LLCWealth manager | 2.9% | $28.4M | 107,349 | -0.4% shares | Q3 2026 |
| RVW Wealth, LLCWealth manager | 1.8% | $27.8M | 104,891 | +16.8% shares | Q3 2026 |
| Perigon Wealth Management, LLCWealth manager | 0.4% | $27.3M | 102,979 | -9.4% shares | Q3 2026 |
| Sagespring Wealth Partners, LLCWealth manager | 0.4% | $26.8M | 101,122 | +7.1% shares | Q3 2026 |
| Stillwater Capital Advisors, LLCAsset manager | 2.6% | $25.2M | 100,052 | -0.8% shares | Q2 2026 |
| Tritonpoint Wealth, LLCWealth manager | 2.4% | $24.3M | 91,698 | -0.8% shares | Q3 2026 |
| TritonPoint Partners, LLCWealth manager | 2.0% | $23.7M | 93,853 | — | Q2 2026 |
| First Citizens Financial CorpWealth manager | 9.8% | $23.4M | 88,349 | -0.9% shares | Q3 2026 |
| Perennial Investment Advisors, LLCWealth manager | 1.5% | $23.0M | 91,197 | -8.4% shares | Q2 2026 |
| HC Advisors, LLCWealth manager | 13.3% | $22.0M | 87,053 | -2.2% shares | Q2 2026 |
| Mendel Capital Management LLCWealth manager | 9.6% | $21.4M | 84,767 | -1.6% shares | Q2 2026 |
| Macro Advisors, Inc.Hedge fund | 6.3% | $19.6M | 77,817 | -25.6% shares | Q2 2026 |
| Fifth Third Securities, Inc.Wealth manager | 1.0% | $19.6M | 73,971 | +10.6% shares | Q3 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 10.4% | $17.2M | 65,056 | +0.4% shares | Q3 2026 |
| Camarda Financial Advisors, LLCWealth manager | 5.0% | $16.6M | 65,684 | — | Q2 2026 |
| Finley Financial, LLCWealth manager | 6.7% | $16.2M | 60,706 | +0.2% shares | Q3 2026 |
| Rollins Financial Advisors, LLCWealth manager | 2.1% | $16.1M | 63,934 | +8.6% shares | Q2 2026 |
| Signature Wealth Management Partners, LLCWealth manager | 6.9% | $16.1M | 60,654 | -1.4% shares | Q3 2026 |
The 30 largest of 282 positions, by value. Each manager counts with its latest 13F (Q3 2026: 147, Q2 2026: 134, Q1 2026: 1). Screen IYW in the grand portfolio →
IYW stock trades by members of Congress
No member of Congress has disclosed a trade in IYW.
IYW questions and answers
Are insiders buying IYW stock?
No open-market insider purchases or sales of IYW were filed in the last 90 days.
Which hedge funds own IYW?
282 13F filers hold IYW among their 50 largest positions, worth $3.4B combined. The biggest bets by portfolio weight are PGIM Custom Harvest LLC (14.4%), HC Advisors, LLC (13.3%) and High Point Wealth Management, LLC (10.5%). In their latest 13Fs, 4 managers opened a new position and 20 added to one.
Has Congress traded IYW?
No member of Congress has disclosed a trade in IYW.
Who is the largest holder of IYW?
Among 13F filers, PGIM Custom Harvest LLC reports the largest IYW position, $1.1B (4,549,815 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is PGIM Custom Harvest LLC's: 14.4% of its portfolio.
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