IBTM · Insider trading · 13F holders · Congress trades
Ishares Tr (IBTM)
Who is buying and selling IBTM: 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
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBTM at a glance
- No open-market insider purchases or sales of IBTM were filed in the last 90 days.
- 11 13F filers hold IBTM among their 50 largest positions, worth $130.2M combined. The biggest bets by portfolio weight are Atlantic Private Wealth, LLC (4.1%), Yoder Wealth Management, Inc. (2.2%) and Probity Advisors, Inc. (1.6%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in IBTM.
IBTM insider trading
No open-market insider purchases or sales of IBTM were filed in the last 90 days.
Who owns IBTM? Hedge funds and superinvestors
11 13F filers hold IBTM among their 50 largest positions, worth $130.2M combined. The biggest bets by portfolio weight are Atlantic Private Wealth, LLC (4.1%), Yoder Wealth Management, Inc. (2.2%) and Probity Advisors, Inc. (1.6%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Krilogy Financial LLCWealth manager | 1.5% | $55.5M | 2,550,327 | -2.6% shares | Q3 2026 |
| Parcion Private Wealth LLCWealth manager | 1.4% | $25.7M | 1,181,630 | — | Q3 2026 |
| Probity Advisors, Inc.Wealth manager | 1.6% | $11.1M | 512,727 | +18.0% shares | Q3 2026 |
| Titleist Asset Management, LLCWealth manager | 0.7% | $10.6M | 485,641 | +10.5% shares | Q3 2026 |
| Legacy Private Trust Co.Bank & trust | 0.5% | $8.3M | 381,845 | +1.5% shares | Q3 2026 |
| Atlantic Private Wealth, LLCWealth manager | 4.1% | $6.7M | 293,989 | +25.3% shares | Q2 2026 |
| Yoder Wealth Management, Inc.Wealth manager | 2.2% | $5.8M | 268,144 | +23.7% shares | Q3 2026 |
| Accretive Wealth Partners, LLCWealth manager | 1.0% | $4.2M | 182,878 | +23.8% shares | Q2 2026 |
| Cushing Capital Partners, LLCWealth manager | 0.7% | $1.1M | 52,409 | -2.8% shares | Q3 2026 |
| Reliant Wealth PlanningWealth manager | 0.3% | $925K | 40,753 | +0.0% shares | Q2 2026 |
| Hyposwiss Advisors SAWealth manager | 0.3% | $330K | 15,190 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 3). Screen IBTM in the grand portfolio →
IBTM stock trades by members of Congress
No member of Congress has disclosed a trade in IBTM.
IBTM questions and answers
Are insiders buying IBTM stock?
No open-market insider purchases or sales of IBTM were filed in the last 90 days.
Which hedge funds own IBTM?
11 13F filers hold IBTM among their 50 largest positions, worth $130.2M combined. The biggest bets by portfolio weight are Atlantic Private Wealth, LLC (4.1%), Yoder Wealth Management, Inc. (2.2%) and Probity Advisors, Inc. (1.6%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
Has Congress traded IBTM?
No member of Congress has disclosed a trade in IBTM.
Who is the largest holder of IBTM?
Among 13F filers, Krilogy Financial LLC reports the largest IBTM position, $55.5M (2,550,327 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Atlantic Private Wealth, LLC's: 4.1% of its portfolio.
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