IBDY · Insider trading · 13F holders · Congress trades
Ishares Tr (IBDY)
Who is buying and selling IBDY: 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
- 33
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBDY at a glance
- No open-market insider purchases or sales of IBDY were filed in the last 90 days.
- 33 13F filers hold IBDY among their 50 largest positions, worth $345.9M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (6.2%), Instrumental Wealth, LLC (5.2%) and Mb, Levis & Associates, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in IBDY.
IBDY insider trading
No open-market insider purchases or sales of IBDY were filed in the last 90 days.
Who owns IBDY? Hedge funds and superinvestors
33 13F filers hold IBDY among their 50 largest positions, worth $345.9M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (6.2%), Instrumental Wealth, LLC (5.2%) and Mb, Levis & Associates, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLCWealth manager | 1.1% | $85.2M | 3,479,182 | +5.4% shares | Q3 2026 |
| Hengehold Capital Management LLCWealth manager | 2.9% | $38.4M | 1,567,825 | — | Q3 2026 |
| Sigma Investment Counselors IncWealth manager | 1.7% | $36.2M | 1,478,685 | +0.0% shares | Q3 2026 |
| Summitry LLCWealth manager | 0.9% | $26.8M | 1,042,372 | +1.7% shares | Q2 2026 |
| Mv Capital Management, Inc.Wealth manager | 2.0% | $22.6M | 923,482 | -2.3% shares | Q3 2026 |
| Envision Financial Planning, LLCWealth manager | 6.2% | $19.0M | 737,993 | -12.0% shares | Q2 2026 |
| Arrow Financial CorpBank & trust | 1.4% | $14.8M | 606,324 | -0.6% shares | Q3 2026 |
| Sound View Wealth Advisors Group, LLCWealth manager | 0.8% | $12.6M | 490,589 | — | Q2 2026 |
| Mb, Levis & Associates, LLCWealth manager | 4.4% | $12.0M | 491,019 | -0.9% shares | Q3 2026 |
| Instrumental Wealth, LLCWealth manager | 5.2% | $10.8M | 441,279 | +5.4% shares | Q3 2026 |
| Ironwood Financial, llcWealth manager | 1.5% | $9.5M | 389,120 | +85.1% shares | Q3 2026 |
| Guidance Point Advisors, LLCWealth manager | 1.6% | $7.7M | 315,793 | +9.2% shares | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 0.9% | $6.4M | 262,108 | +13.4% shares | Q3 2026 |
| Klingman & Associates, LLCWealth manager | 0.3% | $6.3M | 257,103 | — | Q3 2026 |
| Precedent Wealth Partners, LLCWealth manager | 0.8% | $5.2M | 213,467 | +41.1% shares | Q3 2026 |
| 4Thought Financial Group Inc.Wealth manager | 2.3% | $4.8M | 185,959 | +5.9% shares | Q2 2026 |
| Evergreen Private Wealth LLCWealth manager | 1.4% | $3.7M | 142,119 | +5.0% shares | Q2 2026 |
| Adirondack Trust CoBank & trust | 0.9% | $2.8M | 113,954 | -11.1% shares | Q3 2026 |
| Signature Wealth Management GroupWealth manager | 1.0% | $2.7M | 105,106 | +0.2% shares | Q1 2026 |
| Marathon Mission, Inc.Wealth manager | 1.3% | $2.5M | 102,589 | +2.4% shares | Q3 2026 |
| Stonebrook Private Inc.Wealth manager | 0.4% | $2.4M | 94,310 | +1.4% shares | Q2 2026 |
| Seneca House AdvisorsInvestment manager | 0.8% | $2.3M | 88,080 | -7.1% shares | Q2 2026 |
| McGlone Suttner Wealth Management, Inc.Wealth manager | 0.3% | $2.2M | 91,554 | +1.2% shares | Q3 2026 |
| Cowa, LLCWealth manager | 0.5% | $2.0M | 76,745 | +14.9% shares | Q2 2026 |
| Wilkins Miller Wealth Management, LLCWealth manager | 0.8% | $1.5M | 59,655 | -5.1% shares | Q3 2026 |
| Paradigm, Strategies in Wealth Management, LLCWealth manager | 0.8% | $1.2M | 47,847 | -1.0% shares | Q3 2026 |
| 10Elms LLPWealth manager | 0.4% | $832K | 32,320 | — | Q2 2026 |
| Cfo Capital Management LLCHedge fund | 0.7% | $803K | 31,241 | — | Q1 2026 |
| Reliant Wealth PlanningWealth manager | 0.2% | $754K | 29,284 | -20.9% shares | Q2 2026 |
| Rose Capital Advisors LLCWealth manager | 0.4% | $730K | 28,368 | — | Q2 2026 |
The 30 largest of 33 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 11, Q1 2026: 2). Screen IBDY in the grand portfolio →
IBDY stock trades by members of Congress
No member of Congress has disclosed a trade in IBDY.
IBDY questions and answers
Are insiders buying IBDY stock?
No open-market insider purchases or sales of IBDY were filed in the last 90 days.
Which hedge funds own IBDY?
33 13F filers hold IBDY among their 50 largest positions, worth $345.9M combined. The biggest bets by portfolio weight are Envision Financial Planning, LLC (6.2%), Instrumental Wealth, LLC (5.2%) and Mb, Levis & Associates, LLC (4.4%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded IBDY?
No member of Congress has disclosed a trade in IBDY.
Who is the largest holder of IBDY?
Among 13F filers, Capital Investment Advisors, LLC reports the largest IBDY position, $85.2M (3,479,182 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Envision Financial Planning, LLC's: 6.2% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.