IBTL · Insider trading · 13F holders · Congress trades
Ishares Tr (IBTL)
Who is buying and selling IBTL: 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
IBTL at a glance
- No open-market insider purchases or sales of IBTL were filed in the last 90 days.
- 22 13F filers hold IBTL among their 50 largest positions, worth $155.3M combined. The biggest bets by portfolio weight are Shelton Wealth Management, LLC (4.4%), TRUE Private Wealth Advisors (2.9%) and Foronjy Financial LLC (2.4%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in IBTL.
IBTL insider trading
No open-market insider purchases or sales of IBTL were filed in the last 90 days.
Who owns IBTL? Hedge funds and superinvestors
22 13F filers hold IBTL among their 50 largest positions, worth $155.3M combined. The biggest bets by portfolio weight are Shelton Wealth Management, LLC (4.4%), TRUE Private Wealth Advisors (2.9%) and Foronjy Financial LLC (2.4%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| TRUE Private Wealth AdvisorsWealth manager | 2.9% | $33.7M | 1,728,921 | +2.4% shares | Q3 2026 |
| Krilogy Financial LLCWealth manager | 0.4% | $15.9M | 814,934 | +8.2% shares | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 1.7% | $11.7M | 600,504 | +7.5% shares | Q3 2026 |
| Shelton Wealth Management, LLCWealth manager | 4.4% | $11.2M | 573,490 | +6.8% shares | Q3 2026 |
| Titleist Asset Management, LLCWealth manager | 0.7% | $11.0M | 567,063 | -42.7% shares | Q3 2026 |
| Heartwood Wealth Advisors LLCWealth manager | 0.8% | $9.7M | 496,439 | — | Q3 2026 |
| Legacy Private Trust Co.Bank & trust | 0.5% | $9.1M | 467,052 | +2.5% shares | Q3 2026 |
| Headland Capital, LLCWealth manager | 2.0% | $8.2M | 405,441 | +8.1% shares | Q2 2026 |
| Foronjy Financial LLCWealth manager | 2.4% | $6.7M | 346,653 | +2.7% shares | Q3 2026 |
| Spreng Capital Management, Inc.Wealth manager | 2.3% | $6.4M | 314,831 | +3.1% shares | Q2 2026 |
| Fagan Associates, Inc.Wealth manager | 0.7% | $6.1M | 314,191 | +13.2% shares | Q3 2026 |
| Stockman Wealth Management, Inc.Institutional asset manager | 0.6% | $5.5M | 280,375 | +5.9% shares | Q3 2026 |
| Yoder Wealth Management, Inc.Wealth manager | 1.7% | $4.5M | 229,314 | +1.4% shares | Q3 2026 |
| Whalen Wealth Management Inc.Wealth manager | 1.8% | $4.2M | 214,831 | +6.4% shares | Q3 2026 |
| Accretive Wealth Partners, LLCWealth manager | 1.0% | $4.1M | 205,085 | +23.8% shares | Q2 2026 |
| Signature Wealth Management GroupWealth manager | 1.4% | $3.7M | 181,499 | — | Q1 2026 |
| Eight 31 Financial, LLCWealth manager | 0.8% | $1.4M | 68,555 | +5.2% shares | Q2 2026 |
| Moulton Wealth Management, IncWealth manager | 0.6% | $912K | 46,875 | -5.3% shares | Q3 2026 |
| Atlantic Private Wealth, LLCWealth manager | 0.3% | $443K | 21,936 | -14.7% shares | Q2 2026 |
| Wealth Management Strategies, Inc.Wealth manager | 0.2% | $403K | 19,960 | New | Q2 2026 |
| Reliant Wealth PlanningWealth manager | 0.1% | $341K | 16,898 | +0.0% shares | Q2 2026 |
| Aspen Private Advisors, LLCWealth manager | 0.2% | $248K | 12,750 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 7, Q1 2026: 1). Screen IBTL in the grand portfolio →
IBTL stock trades by members of Congress
No member of Congress has disclosed a trade in IBTL.
IBTL questions and answers
Are insiders buying IBTL stock?
No open-market insider purchases or sales of IBTL were filed in the last 90 days.
Which hedge funds own IBTL?
22 13F filers hold IBTL among their 50 largest positions, worth $155.3M combined. The biggest bets by portfolio weight are Shelton Wealth Management, LLC (4.4%), TRUE Private Wealth Advisors (2.9%) and Foronjy Financial LLC (2.4%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
Has Congress traded IBTL?
No member of Congress has disclosed a trade in IBTL.
Who is the largest holder of IBTL?
Among 13F filers, TRUE Private Wealth Advisors reports the largest IBTL position, $33.7M (1,728,921 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Shelton Wealth Management, LLC's: 4.4% of its portfolio.
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