IBDU · Insider trading · 13F holders · Congress trades
Ishares Tr (IBDU)
Who is buying and selling IBDU: 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
- 107
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBDU at a glance
- No open-market insider purchases or sales of IBDU were filed in the last 90 days.
- 107 13F filers hold IBDU among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Shufro Rose & Co LLC (11.6%), Seven Springs Wealth Group, LLC (5.9%) and Gratus Wealth Advisors, LLC (4.5%). In their latest 13Fs, 0 managers opened a new position and 35 added to one.
- No member of Congress has disclosed a trade in IBDU.
IBDU insider trading
No open-market insider purchases or sales of IBDU were filed in the last 90 days.
Who owns IBDU? Hedge funds and superinvestors
107 13F filers hold IBDU among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Shufro Rose & Co LLC (11.6%), Seven Springs Wealth Group, LLC (5.9%) and Gratus Wealth Advisors, LLC (4.5%). In their latest 13Fs, 0 managers opened a new position and 35 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Shufro Rose & Co LLCWealth manager | 11.6% | $200.8M | 8,668,602 | +117.9% shares | Q2 2026 |
| Aptus Capital Advisors, LLCWealth manager | 1.1% | $150.5M | 6,497,005 | +1.8% shares | Q2 2026 |
| Capital Advisors Inc/okAsset manager | 1.8% | $119.0M | 5,140,239 | +1.1% shares | Q2 2026 |
| Capital Investment Advisors, LLCWealth manager | 1.2% | $94.6M | 4,171,202 | +3.4% shares | Q3 2026 |
| Hm Payson & CoInvestment manager | 1.0% | $72.8M | 3,142,337 | +11.1% shares | Q2 2026 |
| Summitry LLCWealth manager | 1.5% | $46.8M | 2,022,397 | +6.1% shares | Q2 2026 |
| Sound View Wealth Advisors Group, LLCWealth manager | 2.7% | $43.9M | 1,895,010 | +7.3% shares | Q2 2026 |
| Woodmont Investment Counsel LLCWealth manager | 2.2% | $41.3M | 1,818,170 | +2.6% shares | Q3 2026 |
| Klingman & Associates, LLCWealth manager | 1.6% | $39.6M | 1,746,723 | +7.7% shares | Q3 2026 |
| Venture Visionary Partners LLCWealth manager | 1.0% | $36.8M | 1,620,932 | +8.7% shares | Q3 2026 |
| Sigma Investment Counselors IncWealth manager | 1.7% | $35.8M | 1,576,944 | +1.0% shares | Q3 2026 |
| Gratus Wealth Advisors, LLCWealth manager | 4.5% | $35.2M | 1,552,470 | +0.1% shares | Q3 2026 |
| Wealthcare Advisory Partners LLCWealth manager | 0.6% | $34.5M | 1,519,966 | +24.2% shares | Q3 2026 |
| Meiji Yasuda Life Insurance CoInsurance company | 1.0% | $30.5M | 1,315,000 | +11.5% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 1.5% | $30.0M | 1,323,258 | +8.1% shares | Q3 2026 |
| Howland Capital Management LLCWealth manager | 1.0% | $29.8M | 1,313,970 | +17.5% shares | Q3 2026 |
| RVW Wealth, LLCWealth manager | 1.8% | $28.1M | 1,239,851 | +2.4% shares | Q3 2026 |
| Seven Springs Wealth Group, LLCWealth manager | 5.9% | $26.9M | 1,161,935 | -0.2% shares | Q2 2026 |
| Mv Capital Management, Inc.Wealth manager | 1.8% | $20.2M | 888,967 | +0.9% shares | Q3 2026 |
| Summit Asset Management, LLCWealth manager | 2.4% | $18.4M | 793,992 | +2.0% shares | Q2 2026 |
| Ironwood Financial, llcWealth manager | 2.4% | $15.7M | 693,063 | +8.8% shares | Q3 2026 |
| First National Trust CoBank & trust | 0.5% | $15.6M | 688,728 | -3.8% shares | Q3 2026 |
| Arrow Financial CorpBank & trust | 1.4% | $14.8M | 652,334 | -0.6% shares | Q3 2026 |
| Windsor Capital Management, LLCWealth manager | 3.5% | $13.7M | 603,794 | +7.3% shares | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 1.9% | $13.2M | 583,594 | +7.9% shares | Q3 2026 |
| Lyell Wealth Management, LPWealth manager | 0.8% | $12.7M | 546,943 | +8.4% shares | Q2 2026 |
| Spinnaker TrustInvestment manager | 0.6% | $12.4M | 536,924 | +30.7% shares | Q2 2026 |
| Ruggaard & Associates LLCWealth manager | 4.4% | $12.2M | 528,717 | +3.3% shares | Q2 2026 |
| Cornerstone Planning, LLCWealth manager | 2.3% | $11.3M | 492,106 | — | Q3 2026 |
| Rebalance, LLCWealth manager | 0.5% | $10.5M | 463,761 | +1.1% shares | Q3 2026 |
The 30 largest of 107 positions, by value. Each manager counts with its latest 13F (Q3 2026: 65, Q2 2026: 41, Q1 2026: 1). Screen IBDU in the grand portfolio →
IBDU stock trades by members of Congress
No member of Congress has disclosed a trade in IBDU.
IBDU questions and answers
Are insiders buying IBDU stock?
No open-market insider purchases or sales of IBDU were filed in the last 90 days.
Which hedge funds own IBDU?
107 13F filers hold IBDU among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Shufro Rose & Co LLC (11.6%), Seven Springs Wealth Group, LLC (5.9%) and Gratus Wealth Advisors, LLC (4.5%). In their latest 13Fs, 0 managers opened a new position and 35 added to one.
Has Congress traded IBDU?
No member of Congress has disclosed a trade in IBDU.
Who is the largest holder of IBDU?
Among 13F filers, Shufro Rose & Co LLC reports the largest IBDU position, $200.8M (8,668,602 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Shufro Rose & Co LLC's: 11.6% of its portfolio.
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