IBDZ · Insider trading · 13F holders · Congress trades
Ishares Tr (IBDZ)
Who is buying and selling IBDZ: 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
- 22
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBDZ at a glance
- No open-market insider purchases or sales of IBDZ were filed in the last 90 days.
- 22 13F filers hold IBDZ among their 50 largest positions, worth $348.6M combined. The biggest bets by portfolio weight are Sarver Vrooman Wealth Advisors (24.9%), Nestegg Advisors, Inc. (6.6%) and Seneca House Advisors (5.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in IBDZ.
IBDZ insider trading
No open-market insider purchases or sales of IBDZ were filed in the last 90 days.
Who owns IBDZ? Hedge funds and superinvestors
22 13F filers hold IBDZ among their 50 largest positions, worth $348.6M combined. The biggest bets by portfolio weight are Sarver Vrooman Wealth Advisors (24.9%), Nestegg Advisors, Inc. (6.6%) and Seneca House Advisors (5.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLCWealth manager | 0.9% | $71.6M | 2,907,774 | +7.3% shares | Q3 2026 |
| Aptus Capital Advisors, LLCWealth manager | 0.4% | $61.3M | 2,351,615 | — | Q2 2026 |
| Sarver Vrooman Wealth AdvisorsWealth manager | 24.9% | $42.3M | 1,718,835 | +2.2% shares | Q3 2026 |
| Summitry LLCWealth manager | 1.1% | $33.6M | 1,290,108 | +1.9% shares | Q2 2026 |
| Sigma Investment Counselors IncWealth manager | 1.5% | $31.7M | 1,288,129 | -1.2% shares | Q3 2026 |
| Mv Capital Management, Inc.Wealth manager | 1.7% | $18.3M | 745,017 | +1.7% shares | Q3 2026 |
| Seneca House AdvisorsInvestment manager | 5.0% | $14.3M | 547,030 | +10.1% shares | Q2 2026 |
| Arrow Financial CorpBank & trust | 1.2% | $13.0M | 527,694 | +3.0% shares | Q3 2026 |
| Mb, Levis & Associates, LLCWealth manager | 4.6% | $12.5M | 507,715 | -1.5% shares | Q3 2026 |
| Nestegg Advisors, Inc.Wealth manager | 6.6% | $10.1M | 409,343 | +4.4% shares | Q3 2026 |
| Parkway Wealth Management Group, LLCWealth manager | 1.1% | $9.8M | 396,685 | +1.9% shares | Q3 2026 |
| Guidance Point Advisors, LLCWealth manager | 1.6% | $7.7M | 311,851 | +6.6% shares | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 0.9% | $6.4M | 261,776 | +12.7% shares | Q3 2026 |
| 4Thought Financial Group Inc.Wealth manager | 2.3% | $4.8M | 184,936 | +6.2% shares | Q2 2026 |
| Marathon Mission, Inc.Wealth manager | 1.3% | $2.5M | 102,753 | +2.6% shares | Q3 2026 |
| Paradigm, Strategies in Wealth Management, LLCWealth manager | 1.6% | $2.5M | 100,123 | -35.7% shares | Q3 2026 |
| Stonebrook Private Inc.Wealth manager | 0.4% | $2.4M | 93,518 | +1.6% shares | Q2 2026 |
| Signature Wealth Management GroupWealth manager | 0.6% | $1.6M | 63,237 | — | Q1 2026 |
| Cfo Capital Management LLCHedge fund | 0.7% | $819K | 31,610 | +7.8% shares | Q1 2026 |
| Reliant Wealth PlanningWealth manager | 0.1% | $496K | 19,050 | +0.0% shares | Q2 2026 |
| Koesten, Hirschmann & Crabtree, INC.Wealth manager | 0.2% | $431K | 17,480 | -0.2% shares | Q3 2026 |
| Greater Midwest Financial Group, LLCWealth manager | 0.2% | $354K | 14,360 | +2.2% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 6, Q1 2026: 2). Screen IBDZ in the grand portfolio →
IBDZ stock trades by members of Congress
No member of Congress has disclosed a trade in IBDZ.
IBDZ questions and answers
Are insiders buying IBDZ stock?
No open-market insider purchases or sales of IBDZ were filed in the last 90 days.
Which hedge funds own IBDZ?
22 13F filers hold IBDZ among their 50 largest positions, worth $348.6M combined. The biggest bets by portfolio weight are Sarver Vrooman Wealth Advisors (24.9%), Nestegg Advisors, Inc. (6.6%) and Seneca House Advisors (5.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded IBDZ?
No member of Congress has disclosed a trade in IBDZ.
Who is the largest holder of IBDZ?
Among 13F filers, Capital Investment Advisors, LLC reports the largest IBDZ position, $71.6M (2,907,774 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Sarver Vrooman Wealth Advisors's: 24.9% of its portfolio.
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