IBTH · Insider trading · 13F holders · Congress trades
Ishares Tr (IBTH)
Who is buying and selling IBTH: 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
- 66
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBTH at a glance
- No open-market insider purchases or sales of IBTH were filed in the last 90 days.
- 66 13F filers hold IBTH among their 50 largest positions, worth $781.1M combined. The biggest bets by portfolio weight are Swmg, LLC (6.9%), MKT Advisors LLC (6.0%) and Denver PWM, LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 21 added to one.
- No member of Congress has disclosed a trade in IBTH.
IBTH insider trading
No open-market insider purchases or sales of IBTH were filed in the last 90 days.
Who owns IBTH? Hedge funds and superinvestors
66 13F filers hold IBTH among their 50 largest positions, worth $781.1M combined. The biggest bets by portfolio weight are Swmg, LLC (6.9%), MKT Advisors LLC (6.0%) and Denver PWM, LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 21 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Hm Payson & CoInvestment manager | 2.0% | $147.9M | 6,611,440 | -2.2% shares | Q2 2026 |
| NorthCoast Asset Management LLCWealth manager | 1.6% | $72.9M | 3,259,854 | +23.6% shares | Q2 2026 |
| GLOBALT Investments LLC / GAAsset manager | 2.2% | $64.3M | 2,882,542 | -2.1% shares | Q3 2026 |
| Connecticut Wealth Management, LLCWealth manager | 1.3% | $36.3M | 1,625,542 | +13.4% shares | Q3 2026 |
| Stratos Wealth Advisors, LLCWealth manager | 1.9% | $34.6M | 1,548,074 | +20.2% shares | Q2 2026 |
| Financial Advisory CorpWealth manager | 4.1% | $31.8M | 1,426,834 | +7.1% shares | Q3 2026 |
| Swmg, LLCWealth manager | 6.9% | $31.6M | 1,417,277 | — | Q3 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 0.3% | $20.9M | 934,872 | -4.7% shares | Q3 2026 |
| Fulton Bank, N.A.Bank & trust | 0.6% | $20.8M | 933,928 | +11.2% shares | Q3 2026 |
| Journey Advisory Group, LLCWealth manager | 1.5% | $19.1M | 853,470 | -2.1% shares | Q2 2026 |
| MKT Advisors LLCWealth manager | 6.0% | $18.8M | 843,063 | +0.3% shares | Q3 2026 |
| OneAscent Financial Services LLCWealth manager | 0.9% | $18.5M | 828,598 | +1.9% shares | Q2 2026 |
| Asset Advisors Investment Management, LLCWealth manager | 1.6% | $18.3M | 819,948 | +9.4% shares | Q3 2026 |
| Denver PWM, LLCWealth manager | 5.9% | $17.8M | 799,222 | -2.6% shares | Q3 2026 |
| Mv Capital Management, Inc.Wealth manager | 1.2% | $13.4M | 601,771 | -0.2% shares | Q3 2026 |
| Krilogy Financial LLCWealth manager | 0.4% | $13.0M | 582,136 | -7.2% shares | Q3 2026 |
| Titleist Asset Management, LLCWealth manager | 0.8% | $12.7M | 568,376 | -22.4% shares | Q3 2026 |
| Wealth Management Strategies, Inc.Wealth manager | 4.9% | $12.6M | 564,719 | +5.1% shares | Q2 2026 |
| Shelton Wealth Management, LLCWealth manager | 4.5% | $11.4M | 512,366 | +5.2% shares | Q3 2026 |
| Rebalance, LLCWealth manager | 0.6% | $10.9M | 486,882 | +62.5% shares | Q3 2026 |
| McGuire Investment Group, LLCWealth manager | 0.9% | $10.6M | 473,155 | +4.9% shares | Q3 2026 |
| Chatham Capital Group, Inc.Wealth manager | 1.2% | $9.4M | 420,901 | +2.5% shares | Q3 2026 |
| Flavin Financial Services, Inc.Wealth manager | 4.8% | $8.9M | 399,961 | +24.0% shares | Q3 2026 |
| Midwest Professional Planners, LTD.Wealth manager | 1.7% | $8.6M | 385,083 | +23.0% shares | Q3 2026 |
| Delta Wealth Advisors LLCWealth manager | 5.9% | $8.5M | 382,901 | +1.8% shares | Q3 2026 |
| Hilltop Holdings Inc.Bank & trust | 0.7% | $8.4M | 375,375 | +7.3% shares | Q2 2026 |
| Eight 31 Financial, LLCWealth manager | 4.8% | $8.1M | 363,748 | +2.3% shares | Q2 2026 |
| Northstar Group, Inc.Wealth manager | 1.0% | $7.8M | 347,587 | +7.5% shares | Q2 2026 |
| Fagan Associates, Inc.Wealth manager | 0.8% | $6.9M | 308,497 | +3.1% shares | Q3 2026 |
| Asset Dedication, LLCWealth manager | 0.4% | $5.8M | 259,757 | +7.4% shares | Q2 2026 |
The 30 largest of 66 positions, by value. Each manager counts with its latest 13F (Q3 2026: 40, Q2 2026: 26). Screen IBTH in the grand portfolio →
IBTH stock trades by members of Congress
No member of Congress has disclosed a trade in IBTH.
IBTH questions and answers
Are insiders buying IBTH stock?
No open-market insider purchases or sales of IBTH were filed in the last 90 days.
Which hedge funds own IBTH?
66 13F filers hold IBTH among their 50 largest positions, worth $781.1M combined. The biggest bets by portfolio weight are Swmg, LLC (6.9%), MKT Advisors LLC (6.0%) and Denver PWM, LLC (5.9%). In their latest 13Fs, 1 manager opened a new position and 21 added to one.
Has Congress traded IBTH?
No member of Congress has disclosed a trade in IBTH.
Who is the largest holder of IBTH?
Among 13F filers, Hm Payson & Co reports the largest IBTH position, $147.9M (6,611,440 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Swmg, LLC's: 6.9% of its portfolio.
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