OEF · Insider trading · 13F holders · Congress trades
Ishares Tr (OEF)
Who is buying and selling OEF: 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
- 203
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
OEF at a glance
- No open-market insider purchases or sales of OEF were filed in the last 90 days.
- 203 13F filers hold OEF among their 50 largest positions, worth $4.3B combined. The biggest bets by portfolio weight are Ackerman Asset Management, LLC (19.3%), Cm Wealth Advisors LLC (15.9%) and Marin Bay Wealth Advisors, LLC (14.9%). In their latest 13Fs, 2 managers opened a new position and 20 added to one.
- No member of Congress has disclosed a trade in OEF.
OEF insider trading
No open-market insider purchases or sales of OEF were filed in the last 90 days.
Who owns OEF? Hedge funds and superinvestors
203 13F filers hold OEF among their 50 largest positions, worth $4.3B combined. The biggest bets by portfolio weight are Ackerman Asset Management, LLC (19.3%), Cm Wealth Advisors LLC (15.9%) and Marin Bay Wealth Advisors, LLC (14.9%). In their latest 13Fs, 2 managers opened a new position and 20 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Fifth Third BancorpBank & trust | 1.5% | $939.8M | 2,568,553 | -0.5% shares | Q2 2026 |
| Jones Financial Companies LllpBroker-dealer | 0.3% | $851.7M | 2,381,659 | +9.5% shares | Q2 2026 |
| Cresset Asset Management, LLCWealth manager | 1.1% | $291.3M | 796,223 | +0.5% shares | Q2 2026 |
| Ieq Capital, LLCWealth manager | 1.0% | $226.6M | 619,212 | -13.4% shares | Q2 2026 |
| MAI Capital ManagementWealth manager | 0.6% | $150.6M | 411,508 | — | Q2 2026 |
| Evoke Wealth, LLCWealth manager | 2.4% | $128.8M | 404,867 | -1.0% shares | Q1 2026 |
| Bluespring Wealth Management, LLCWealth manager | 2.1% | $110.3M | 301,503 | +36.0% shares | Q2 2026 |
| Cm Wealth Advisors LLCWealth manager | 15.9% | $88.0M | 240,621 | -0.4% shares | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 0.5% | $59.7M | 163,230 | -0.1% shares | Q2 2026 |
| Signaturefd, LLCWealth manager | 0.7% | $57.5M | 150,567 | -0.4% shares | Q3 2026 |
| Alps Advisors IncMutual fund manager | 0.3% | $56.2M | 153,517 | — | Q2 2026 |
| Dorsey & Whitney Trust CO LLCBank & trust | 2.2% | $45.6M | 124,548 | +0.0% shares | Q2 2026 |
| Financial Partners Group, IncWealth manager | 4.3% | $41.9M | 109,630 | -1.5% shares | Q3 2026 |
| Oakworth Capital, Inc.Asset manager | 1.8% | $38.0M | 99,512 | -1.2% shares | Q3 2026 |
| Financial Enhancement Group LLCWealth manager | 3.7% | $32.4M | 83,321 | +0.7% shares | Q3 2026 |
| Ackerman Asset Management, LLCInstitutional asset manager | 19.3% | $32.1M | 87,797 | +0.3% shares | Q2 2026 |
| Harbour Trust & Investment Management CoAsset manager | 3.0% | $31.0M | 81,071 | -0.6% shares | Q3 2026 |
| Marin Bay Wealth Advisors, LLCWealth manager | 14.9% | $28.7M | 75,221 | -1.8% shares | Q3 2026 |
| Demars Financial Group, LLCWealth manager | 7.5% | $28.7M | 75,136 | +2.5% shares | Q3 2026 |
| Old National Bancorp /in/Bank & trust | 0.6% | $27.9M | 73,046 | -1.8% shares | Q3 2026 |
| Amplius Wealth Advisors, LLCWealth manager | 1.9% | $27.3M | 71,513 | -3.5% shares | Q3 2026 |
| IFP Advisors, IncWealth manager | 0.5% | $27.1M | 70,833 | -2.7% shares | Q3 2026 |
| Panoramic Capital Partners, LLCWealth manager | 11.2% | $23.7M | 64,788 | +3.6% shares | Q2 2026 |
| Wealth Group LtdWealth manager | 4.4% | $23.6M | 61,200 | +1.3% shares | Q3 2026 |
| Patten & Patten Inc/tnInvestment manager | 1.2% | $23.6M | 61,638 | -0.7% shares | Q3 2026 |
| Mgo One Seven LLCWealth manager | 0.4% | $22.9M | 59,993 | -2.9% shares | Q3 2026 |
| Investors Research CorpWealth manager | 3.9% | $22.1M | 57,947 | -0.1% shares | Q3 2026 |
| Gts Securities LLCBroker-dealer | 0.4% | $18.8M | 51,284 | +20.0% shares | Q2 2026 |
| One Wealth Advisors, LLCWealth manager | 2.1% | $18.7M | 51,150 | +4.5% shares | Q2 2026 |
| Roof Eidam Maycock Peralta, LLCWealth manager | 3.2% | $16.7M | 43,802 | -2.4% shares | Q3 2026 |
The 30 largest of 203 positions, by value. Each manager counts with its latest 13F (Q3 2026: 93, Q2 2026: 107, Q1 2026: 3). Screen OEF in the grand portfolio →
OEF stock trades by members of Congress
No member of Congress has disclosed a trade in OEF.
OEF questions and answers
Are insiders buying OEF stock?
No open-market insider purchases or sales of OEF were filed in the last 90 days.
Which hedge funds own OEF?
203 13F filers hold OEF among their 50 largest positions, worth $4.3B combined. The biggest bets by portfolio weight are Ackerman Asset Management, LLC (19.3%), Cm Wealth Advisors LLC (15.9%) and Marin Bay Wealth Advisors, LLC (14.9%). In their latest 13Fs, 2 managers opened a new position and 20 added to one.
Has Congress traded OEF?
No member of Congress has disclosed a trade in OEF.
Who is the largest holder of OEF?
Among 13F filers, Fifth Third Bancorp reports the largest OEF position, $939.8M (2,568,553 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Ackerman Asset Management, LLC's: 19.3% of its portfolio.
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