IBMQ · Insider trading · 13F holders · Congress trades
Ishares Tr (IBMQ)
Who is buying and selling IBMQ: 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
- 26
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBMQ at a glance
- No open-market insider purchases or sales of IBMQ were filed in the last 90 days.
- 26 13F filers hold IBMQ among their 50 largest positions, worth $117.4M combined. The biggest bets by portfolio weight are Paradiem, LLC (2.2%), Covington Investment Advisors Inc. (1.3%) and Praetorian Wealth Management, Inc. (1.3%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in IBMQ.
IBMQ insider trading
No open-market insider purchases or sales of IBMQ were filed in the last 90 days.
Who owns IBMQ? Hedge funds and superinvestors
26 13F filers hold IBMQ among their 50 largest positions, worth $117.4M combined. The biggest bets by portfolio weight are Paradiem, LLC (2.2%), Covington Investment Advisors Inc. (1.3%) and Praetorian Wealth Management, Inc. (1.3%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLCWealth manager | 1.2% | $15.7M | 623,294 | +0.9% shares | Q3 2026 |
| Lbmc Investment Advisors, LLCWealth manager | 0.8% | $14.8M | 577,987 | +3.3% shares | Q2 2026 |
| Hills Bank & Trust CoBank & trust | 0.5% | $11.9M | 464,604 | +16.8% shares | Q2 2026 |
| Hengehold Capital Management LLCWealth manager | 0.9% | $11.4M | 453,090 | -1.9% shares | Q3 2026 |
| Covington Investment Advisors Inc.Wealth manager | 1.3% | $10.3M | 402,305 | +4.1% shares | Q2 2026 |
| Paradiem, LLCWealth manager | 2.2% | $10.1M | 395,462 | +0.0% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 0.4% | $9.1M | 361,046 | -10.4% shares | Q3 2026 |
| Praetorian Wealth Management, Inc.Wealth manager | 1.3% | $7.6M | 303,408 | +0.3% shares | Q3 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 0.3% | $3.2M | 123,149 | -23.2% shares | Q2 2026 |
| Cypress Point Wealth Management, LLCWealth manager | 0.6% | $3.1M | 119,536 | +0.0% shares | Q2 2026 |
| Sonata Capital Group IncWealth manager | 0.8% | $2.6M | 104,737 | +0.3% shares | Q3 2026 |
| Atwater Malick LLCWealth manager | 0.6% | $2.6M | 103,577 | +1.9% shares | Q3 2026 |
| Blue Square Asset Management, LLCWealth manager | 0.8% | $1.9M | 74,490 | +1.1% shares | Q2 2026 |
| Granite Harbor Advisors, Inc.Wealth manager | 0.7% | $1.8M | 72,126 | +13.3% shares | Q2 2026 |
| RIA Advisory Group LLCWealth manager | 0.4% | $1.4M | 56,472 | -19.6% shares | Q3 2026 |
| Kastel Capital Advisors, LLCWealth manager | 0.9% | $1.4M | 54,340 | +0.1% shares | Q2 2026 |
| Evergreen Private Wealth LLCWealth manager | 0.5% | $1.3M | 51,630 | +0.4% shares | Q2 2026 |
| Godshalk Welsh Capital Management, Inc.Wealth manager | 0.7% | $1.3M | 49,500 | — | Q2 2026 |
| Envision Financial Planning, LLCWealth manager | 0.4% | $1.2M | 48,131 | +7.5% shares | Q2 2026 |
| Summitpoint Capital ManagementWealth manager | 1.3% | $1.2M | 45,927 | +0.0% shares | Q2 2026 |
| Financial Advisory CorpWealth manager | 0.1% | $846K | 33,648 | +14.0% shares | Q3 2026 |
| Heffernan Advisory, IncWealth manager | 0.6% | $833K | 33,148 | +0.0% shares | Q3 2026 |
| Members Wealth LLCWealth manager | 0.4% | $797K | 31,742 | -4.9% shares | Q3 2026 |
| PFG Private Wealth Management, LLCWealth manager | 0.3% | $629K | 25,027 | +45.8% shares | Q3 2026 |
| Aspen Private Advisors, LLCWealth manager | 0.2% | $251K | 10,000 | New | Q3 2026 |
| ArborFi Advisors, LLCWealth manager | 0.2% | $212K | 8,282 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 14). Screen IBMQ in the grand portfolio →
IBMQ stock trades by members of Congress
No member of Congress has disclosed a trade in IBMQ.
IBMQ questions and answers
Are insiders buying IBMQ stock?
No open-market insider purchases or sales of IBMQ were filed in the last 90 days.
Which hedge funds own IBMQ?
26 13F filers hold IBMQ among their 50 largest positions, worth $117.4M combined. The biggest bets by portfolio weight are Paradiem, LLC (2.2%), Covington Investment Advisors Inc. (1.3%) and Praetorian Wealth Management, Inc. (1.3%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
Has Congress traded IBMQ?
No member of Congress has disclosed a trade in IBMQ.
Who is the largest holder of IBMQ?
Among 13F filers, Heartwood Wealth Advisors LLC reports the largest IBMQ position, $15.7M (623,294 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Paradiem, LLC's: 2.2% of its portfolio.
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