IBDS · Insider trading · 13F holders · Congress trades
Ishares Tr (IBDS)
Who is buying and selling IBDS: 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
- 109
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBDS at a glance
- No open-market insider purchases or sales of IBDS were filed in the last 90 days.
- 109 13F filers hold IBDS among their 50 largest positions, worth $892.1M combined. The biggest bets by portfolio weight are TABR Capital Management, LLC (18.9%), Eight 31 Financial, LLC (4.8%) and Gratus Wealth Advisors, LLC (4.6%). In their latest 13Fs, 2 managers opened a new position and 23 added to one.
- No member of Congress has disclosed a trade in IBDS.
IBDS insider trading
No open-market insider purchases or sales of IBDS were filed in the last 90 days.
Who owns IBDS? Hedge funds and superinvestors
109 13F filers hold IBDS among their 50 largest positions, worth $892.1M combined. The biggest bets by portfolio weight are TABR Capital Management, LLC (18.9%), Eight 31 Financial, LLC (4.8%) and Gratus Wealth Advisors, LLC (4.6%). In their latest 13Fs, 2 managers opened a new position and 23 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Hm Payson & CoInvestment manager | 1.3% | $100.6M | 4,152,438 | +0.5% shares | Q2 2026 |
| Sound View Wealth Advisors Group, LLCWealth manager | 3.2% | $52.1M | 2,150,618 | +5.0% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 1.8% | $37.4M | 1,550,573 | +5.9% shares | Q3 2026 |
| Howland Capital Management LLCWealth manager | 1.3% | $36.7M | 1,523,285 | +13.9% shares | Q3 2026 |
| Gratus Wealth Advisors, LLCWealth manager | 4.6% | $36.3M | 1,503,035 | +0.1% shares | Q3 2026 |
| Sigma Investment Counselors IncWealth manager | 1.5% | $32.7M | 1,355,196 | +1.8% shares | Q3 2026 |
| RVW Wealth, LLCWealth manager | 1.9% | $30.1M | 1,248,705 | -1.9% shares | Q3 2026 |
| TABR Capital Management, LLCWealth manager | 18.9% | $25.8M | 1,069,197 | — | Q3 2026 |
| Wick Capital Partners, LLCWealth manager | 3.7% | $24.7M | 1,021,785 | +14.3% shares | Q2 2026 |
| Klingman & Associates, LLCWealth manager | 0.9% | $22.4M | 926,915 | -3.4% shares | Q3 2026 |
| Mv Capital Management, Inc.Wealth manager | 2.0% | $21.6M | 894,277 | +2.5% shares | Q3 2026 |
| Meiji Yasuda Life Insurance CoInsurance company | 0.7% | $21.0M | 866,000 | +14.7% shares | Q2 2026 |
| Summit Asset Management, LLCWealth manager | 2.4% | $19.1M | 787,752 | +2.0% shares | Q2 2026 |
| Spinnaker TrustInvestment manager | 0.9% | $17.7M | 732,003 | +7.5% shares | Q2 2026 |
| Rebalance, LLCWealth manager | 0.9% | $17.4M | 721,187 | +1.0% shares | Q3 2026 |
| First National Trust CoBank & trust | 0.5% | $15.8M | 654,476 | — | Q3 2026 |
| Strid Group, LLCWealth manager | 1.7% | $15.5M | 642,838 | +5.2% shares | Q3 2026 |
| Lyell Wealth Management, LPWealth manager | 0.9% | $14.4M | 592,813 | +6.5% shares | Q2 2026 |
| Novem GroupWealth manager | 1.3% | $12.7M | 526,736 | -10.5% shares | Q3 2026 |
| InvesTrustInvestment manager | 4.5% | $11.0M | 457,858 | +29.4% shares | Q3 2026 |
| McGuire Investment Group, LLCWealth manager | 0.9% | $10.6M | 437,548 | +4.9% shares | Q3 2026 |
| Beese Fulmer Investment Management, Inc.Wealth manager | 0.6% | $9.9M | 411,430 | -9.0% shares | Q3 2026 |
| Cornerstone Planning, LLCWealth manager | 2.0% | $9.9M | 409,249 | +0.6% shares | Q3 2026 |
| Arcadia Investment Advisors LLCWealth manager | 4.1% | $9.8M | 406,058 | +3.2% shares | Q3 2026 |
| Windsor Capital Management, LLCWealth manager | 2.3% | $9.0M | 374,500 | +2.9% shares | Q3 2026 |
| Ironwood Financial, llcWealth manager | 1.4% | $8.9M | 370,688 | +5.7% shares | Q3 2026 |
| Beaumont Asset Management, L.L.C.Wealth manager | 3.1% | $8.8M | 366,009 | — | Q3 2026 |
| Peloton Wealth StrategistsWealth manager | 3.2% | $8.7M | 360,320 | +2.4% shares | Q2 2026 |
| Matthew Goff Investment Advisor, LLCWealth manager | 1.3% | $8.6M | 356,438 | — | Q3 2026 |
| Eight 31 Financial, LLCWealth manager | 4.8% | $8.2M | 336,581 | +2.3% shares | Q2 2026 |
The 30 largest of 109 positions, by value. Each manager counts with its latest 13F (Q3 2026: 70, Q2 2026: 38, Q1 2026: 1). Screen IBDS in the grand portfolio →
IBDS stock trades by members of Congress
No member of Congress has disclosed a trade in IBDS.
IBDS questions and answers
Are insiders buying IBDS stock?
No open-market insider purchases or sales of IBDS were filed in the last 90 days.
Which hedge funds own IBDS?
109 13F filers hold IBDS among their 50 largest positions, worth $892.1M combined. The biggest bets by portfolio weight are TABR Capital Management, LLC (18.9%), Eight 31 Financial, LLC (4.8%) and Gratus Wealth Advisors, LLC (4.6%). In their latest 13Fs, 2 managers opened a new position and 23 added to one.
Has Congress traded IBDS?
No member of Congress has disclosed a trade in IBDS.
Who is the largest holder of IBDS?
Among 13F filers, Hm Payson & Co reports the largest IBDS position, $100.6M (4,152,438 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is TABR Capital Management, LLC's: 18.9% of its portfolio.
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