IBDV · Insider trading · 13F holders · Congress trades
Ishares Tr (IBDV)
Who is buying and selling IBDV: 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
- 83
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBDV at a glance
- No open-market insider purchases or sales of IBDV were filed in the last 90 days.
- 83 13F filers hold IBDV among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are PFG Private Wealth Management, LLC (5.3%), Eight 31 Financial, LLC (4.8%) and Gratus Wealth Advisors, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 33 added to one.
- No member of Congress has disclosed a trade in IBDV.
IBDV insider trading
No open-market insider purchases or sales of IBDV were filed in the last 90 days.
Who owns IBDV? Hedge funds and superinvestors
83 13F filers hold IBDV among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are PFG Private Wealth Management, LLC (5.3%), Eight 31 Financial, LLC (4.8%) and Gratus Wealth Advisors, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 33 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLCWealth manager | 1.0% | $134.1M | 6,150,150 | +1.8% shares | Q2 2026 |
| Capital Investment Advisors, LLCWealth manager | 1.2% | $93.5M | 4,423,647 | +3.7% shares | Q3 2026 |
| Capital Advisors Inc/okAsset manager | 1.0% | $70.9M | 3,253,303 | +1.2% shares | Q2 2026 |
| Hm Payson & CoInvestment manager | 0.8% | $59.4M | 2,726,515 | +11.1% shares | Q2 2026 |
| Sound View Wealth Advisors Group, LLCWealth manager | 2.5% | $41.0M | 1,880,024 | +7.7% shares | Q2 2026 |
| Klingman & Associates, LLCWealth manager | 1.6% | $38.9M | 1,838,301 | +7.2% shares | Q3 2026 |
| Woodmont Investment Counsel LLCWealth manager | 2.0% | $38.5M | 1,820,556 | +50.8% shares | Q3 2026 |
| Sigma Investment Counselors IncWealth manager | 1.6% | $35.2M | 1,663,394 | +0.1% shares | Q3 2026 |
| Gratus Wealth Advisors, LLCWealth manager | 4.4% | $34.7M | 1,643,124 | +0.1% shares | Q3 2026 |
| Summit Financial, LLCWealth manager | 0.4% | $33.6M | 1,540,468 | -4.3% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 1.5% | $31.1M | 1,470,667 | +9.1% shares | Q3 2026 |
| Venture Visionary Partners LLCWealth manager | 0.7% | $26.6M | 1,258,724 | -1.2% shares | Q3 2026 |
| RVW Wealth, LLCWealth manager | 1.7% | $25.9M | 1,224,215 | -6.5% shares | Q3 2026 |
| Howland Capital Management LLCWealth manager | 0.9% | $25.0M | 1,182,792 | +15.8% shares | Q3 2026 |
| Mv Capital Management, Inc.Wealth manager | 1.8% | $19.8M | 936,171 | +0.6% shares | Q3 2026 |
| Ironwood Financial, llcWealth manager | 2.3% | $15.0M | 711,143 | +10.3% shares | Q3 2026 |
| Arrow Financial CorpBank & trust | 1.3% | $14.8M | 698,000 | -0.7% shares | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 1.9% | $13.1M | 621,459 | +9.1% shares | Q3 2026 |
| PFG Private Wealth Management, LLCWealth manager | 5.3% | $12.6M | 595,835 | +4.5% shares | Q3 2026 |
| Lyell Wealth Management, LPWealth manager | 0.7% | $10.7M | 492,598 | +5.3% shares | Q2 2026 |
| Rebalance, LLCWealth manager | 0.5% | $10.4M | 489,604 | +1.2% shares | Q3 2026 |
| MinichMacGregor Wealth Management, LLCWealth manager | 1.7% | $10.3M | 489,183 | +3.2% shares | Q3 2026 |
| Parkway Wealth Management Group, LLCWealth manager | 1.2% | $10.0M | 474,839 | +1.8% shares | Q3 2026 |
| Guidance Point Advisors, LLCWealth manager | 2.0% | $9.7M | 458,556 | +6.2% shares | Q3 2026 |
| Cornerstone Planning, LLCWealth manager | 2.0% | $9.6M | 442,565 | +0.7% shares | Q3 2026 |
| Centric Wealth ManagementWealth manager | 1.4% | $9.1M | 418,846 | +0.0% shares | Q2 2026 |
| Peloton Wealth StrategistsWealth manager | 3.2% | $8.6M | 394,050 | +5.2% shares | Q2 2026 |
| Eight 31 Financial, LLCWealth manager | 4.8% | $8.1M | 369,661 | +2.3% shares | Q2 2026 |
| Windsor Capital Management, LLCWealth manager | 2.0% | $7.9M | 374,363 | +5.0% shares | Q3 2026 |
| Arcadia Investment Advisors LLCWealth manager | 3.2% | $7.7M | 363,735 | +4.4% shares | Q3 2026 |
The 30 largest of 83 positions, by value. Each manager counts with its latest 13F (Q3 2026: 55, Q2 2026: 27, Q1 2026: 1). Screen IBDV in the grand portfolio →
IBDV stock trades by members of Congress
No member of Congress has disclosed a trade in IBDV.
IBDV questions and answers
Are insiders buying IBDV stock?
No open-market insider purchases or sales of IBDV were filed in the last 90 days.
Which hedge funds own IBDV?
83 13F filers hold IBDV among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are PFG Private Wealth Management, LLC (5.3%), Eight 31 Financial, LLC (4.8%) and Gratus Wealth Advisors, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 33 added to one.
Has Congress traded IBDV?
No member of Congress has disclosed a trade in IBDV.
Who is the largest holder of IBDV?
Among 13F filers, Aptus Capital Advisors, LLC reports the largest IBDV position, $134.1M (6,150,150 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is PFG Private Wealth Management, LLC's: 5.3% of its portfolio.
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