SUB · Insider trading · 13F holders · Congress trades
Ishares Tr (SUB)
Who is buying and selling SUB: 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
- 258
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SUB at a glance
- No open-market insider purchases or sales of SUB were filed in the last 90 days.
- 258 13F filers hold SUB among their 50 largest positions, worth $3.3B combined. The biggest bets by portfolio weight are Safe Harbor Family Capital, LLC (16.7%), Gross & Hartman Investments LLC (13.2%) and Bear Mountain Capital, Inc. (8.7%). In their latest 13Fs, 5 managers opened a new position and 68 added to one.
- No member of Congress has disclosed a trade in SUB.
SUB insider trading
No open-market insider purchases or sales of SUB were filed in the last 90 days.
Who owns SUB? Hedge funds and superinvestors
258 13F filers hold SUB among their 50 largest positions, worth $3.3B combined. The biggest bets by portfolio weight are Safe Harbor Family Capital, LLC (16.7%), Gross & Hartman Investments LLC (13.2%) and Bear Mountain Capital, Inc. (8.7%). In their latest 13Fs, 5 managers opened a new position and 68 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc /advInvestment manager | 1.4% | $1.1B | 10,432,746 | +13.4% shares | Q2 2026 |
| Robinhood Asset Management, LLCWealth manager | 5.1% | $96.0M | 901,267 | +19.3% shares | Q2 2026 |
| Salomon & Ludwin, LLCWealth manager | 6.4% | $77.3M | 739,423 | +1.7% shares | Q3 2026 |
| Angeles Wealth Management, LLCWealth manager | 3.1% | $71.4M | 683,248 | — | Q3 2026 |
| Nisa Investment Advisors, LLCInstitutional asset manager | 0.2% | $71.1M | 680,590 | +0.8% shares | Q3 2026 |
| CX InstitutionalWealth manager | 1.7% | $62.6M | 599,280 | — | Q3 2026 |
| Heritage Investment Group, Inc.Wealth manager | 7.9% | $58.7M | 551,509 | +1.9% shares | Q2 2026 |
| Modera Wealth Management, LLCWealth manager | 0.6% | $57.1M | 545,792 | — | Q3 2026 |
| Apella Capital, LLCWealth manager | 0.6% | $51.0M | 488,398 | +17.6% shares | Q3 2026 |
| Truepoint, Inc.Wealth manager | 1.0% | $49.0M | 460,655 | +2.6% shares | Q2 2026 |
| Willow Creek Wealth Management Inc.Wealth manager | 3.1% | $47.1M | 450,077 | -3.0% shares | Q3 2026 |
| Orion Porfolio Solutions, LLCInvestment manager | 0.3% | $45.0M | 422,365 | +15.1% shares | Q2 2026 |
| Wit, LLCInvestment manager | 0.7% | $44.6M | 418,588 | +0.0% shares | Q2 2026 |
| Crestwood Advisors Group, LLCWealth manager | 0.5% | $36.5M | 348,767 | -12.1% shares | Q3 2026 |
| TIAA Wealth Investment Management LLCAsset manager | 0.2% | $36.1M | 339,158 | -12.5% shares | Q2 2026 |
| DGS Capital Management, LLCWealth manager | 5.8% | $35.2M | 330,165 | -2.1% shares | Q1 2026 |
| RMR Wealth BuildersWealth manager | 2.0% | $34.7M | 331,561 | +5.9% shares | Q3 2026 |
| Glenview Trust CoBank & trust | 0.4% | $32.2M | 307,773 | — | Q3 2026 |
| Willis Johnson & Associates, Inc.Investment manager | 1.7% | $31.0M | 290,740 | +2.7% shares | Q2 2026 |
| Bear Mountain Capital, Inc.Wealth manager | 8.7% | $30.0M | 282,429 | +9.1% shares | Q2 2026 |
| Gross & Hartman Investments LLCWealth manager | 13.2% | $30.0M | 281,424 | +1.7% shares | Q2 2026 |
| Cahaba Wealth Management, Inc.Wealth manager | 1.8% | $29.5M | 282,183 | +4.5% shares | Q3 2026 |
| Ritholtz Wealth ManagementWealth manager | 0.4% | $28.5M | 267,213 | -1.5% shares | Q2 2026 |
| Freestone Capital Holdings, LLCAsset manager | 0.7% | $28.3M | 265,422 | +13.5% shares | Q2 2026 |
| Safe Harbor Family Capital, LLCInstitutional asset manager | 16.7% | $25.0M | 234,813 | +1.5% shares | Q2 2026 |
| BIP Wealth, LLCWealth manager | 0.7% | $24.7M | 236,288 | -1.3% shares | Q3 2026 |
| LVW Advisors, LLCWealth manager | 2.1% | $24.2M | 231,605 | -8.8% shares | Q3 2026 |
| GAMMA Investing LLCInstitutional asset manager | 0.8% | $24.1M | 230,745 | +4.0% shares | Q3 2026 |
| Old National Bancorp /in/Bank & trust | 0.5% | $23.8M | 227,816 | -6.8% shares | Q3 2026 |
| Rockwood Wealth Management, LLCWealth manager | 1.3% | $21.5M | 206,092 | +320.9% shares | Q3 2026 |
The 30 largest of 258 positions, by value. Each manager counts with its latest 13F (Q3 2026: 142, Q2 2026: 111, Q1 2026: 5). Screen SUB in the grand portfolio →
SUB stock trades by members of Congress
No member of Congress has disclosed a trade in SUB.
SUB questions and answers
Are insiders buying SUB stock?
No open-market insider purchases or sales of SUB were filed in the last 90 days.
Which hedge funds own SUB?
258 13F filers hold SUB among their 50 largest positions, worth $3.3B combined. The biggest bets by portfolio weight are Safe Harbor Family Capital, LLC (16.7%), Gross & Hartman Investments LLC (13.2%) and Bear Mountain Capital, Inc. (8.7%). In their latest 13Fs, 5 managers opened a new position and 68 added to one.
Has Congress traded SUB?
No member of Congress has disclosed a trade in SUB.
Who is the largest holder of SUB?
Among 13F filers, Mercer Global Advisors Inc /adv reports the largest SUB position, $1.1B (10,432,746 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Safe Harbor Family Capital, LLC's: 16.7% of its portfolio.
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