ICVT · Insider trading · 13F holders · Congress trades
Ishares Tr (ICVT)
Who is buying and selling ICVT: 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
- 69
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ICVT at a glance
- No open-market insider purchases or sales of ICVT were filed in the last 90 days.
- 69 13F filers hold ICVT among their 50 largest positions, worth $668.8M combined. The biggest bets by portfolio weight are Tme Financial, Inc. (12.3%), Florin Court Capital LLP (6.5%) and Mascagni Wealth Management, Inc. (5.8%). In their latest 13Fs, 1 manager opened a new position and 19 added to one.
- No member of Congress has disclosed a trade in ICVT.
ICVT insider trading
No open-market insider purchases or sales of ICVT were filed in the last 90 days.
Who owns ICVT? Hedge funds and superinvestors
69 13F filers hold ICVT among their 50 largest positions, worth $668.8M combined. The biggest bets by portfolio weight are Tme Financial, Inc. (12.3%), Florin Court Capital LLP (6.5%) and Mascagni Wealth Management, Inc. (5.8%). In their latest 13Fs, 1 manager opened a new position and 19 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| AMG National Trust BankBank & trust | 1.4% | $70.0M | 574,642 | +1.7% shares | Q2 2026 |
| Greenleaf TrustInvestment manager | 0.5% | $49.7M | 439,898 | -0.9% shares | Q3 2026 |
| Advisory Alpha, LLCWealth manager | 1.2% | $49.1M | 403,189 | -2.9% shares | Q2 2026 |
| Baker Avenue Asset Management, LPWealth manager | 0.8% | $40.7M | 334,411 | -0.6% shares | Q2 2026 |
| Howard Capital Management, LLCWealth manager | 0.4% | $31.7M | 281,042 | +0.0% shares | Q3 2026 |
| Certified Advisory CorpWealth manager | 1.9% | $23.3M | 205,902 | +7.1% shares | Q3 2026 |
| Tradewinds Capital Management, LLCWealth manager | 3.8% | $22.0M | 194,528 | -2.6% shares | Q3 2026 |
| Cornerstone Planning Group LLCWealth manager | 2.5% | $20.6M | 183,829 | +1.9% shares | Q3 2026 |
| Systelligence, LLCMutual fund manager | 3.4% | $20.2M | 165,710 | +10.4% shares | Q2 2026 |
| Tme Financial, Inc.Wealth manager | 12.3% | $20.0M | 177,385 | +7.0% shares | Q3 2026 |
| Onyx Bridge Wealth Group LLCWealth manager | 1.6% | $18.4M | 163,352 | +45.0% shares | Q3 2026 |
| Osborne Partners Capital Management, LLCWealth manager | 1.0% | $18.3M | 150,291 | +0.4% shares | Q2 2026 |
| Independence Financial Advisors, LLCWealth manager | 4.2% | $16.9M | 149,820 | +6.0% shares | Q3 2026 |
| CacheTech Inc.Institutional asset manager | 2.6% | $16.1M | 132,084 | -6.4% shares | Q2 2026 |
| Aire Advisors, LLCWealth manager | 2.5% | $15.4M | 136,590 | +3.4% shares | Q3 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 1.5% | $15.4M | 126,255 | -21.7% shares | Q2 2026 |
| Adams Wealth ManagementWealth manager | 2.8% | $14.8M | 121,966 | -8.0% shares | Q2 2026 |
| Mcmorgan & Co LLCAsset manager | 2.0% | $13.4M | 110,144 | +39.1% shares | Q2 2026 |
| Hilltop Partners LLCHedge fund | 3.2% | $13.3M | 109,390 | +17.2% shares | Q2 2026 |
| Advance Capital Management, Inc.Wealth manager | 0.4% | $12.5M | 102,709 | -6.6% shares | Q2 2026 |
| McAdam, LLCWealth manager | 0.4% | $11.1M | 98,164 | +7.5% shares | Q3 2026 |
| Financial Gravity Companies, Inc.Investment manager | 1.7% | $10.7M | 88,192 | +5.8% shares | Q2 2026 |
| 360 Financial, Inc.Wealth manager | 2.5% | $9.7M | 79,336 | -3.0% shares | Q2 2026 |
| B. Riley Wealth Advisors, Inc.Wealth manager | 0.4% | $9.6M | 84,954 | +3.7% shares | Q3 2026 |
| Mascagni Wealth Management, Inc.Wealth manager | 5.8% | $9.6M | 84,716 | +3.5% shares | Q3 2026 |
| Financial Gravity Asset Management, Inc.Wealth manager | 1.6% | $9.0M | 88,465 | +3.0% shares | Q1 2026 |
| Ssi Investment Management LLCAsset manager | 1.3% | $8.6M | 70,831 | -37.9% shares | Q2 2026 |
| Point Nemo Capital, LLCWealth manager | 4.0% | $7.8M | 64,066 | — | Q2 2026 |
| Plan Group Financial, LLCWealth manager | 1.4% | $7.2M | 67,940 | +8.2% shares | Q3 2026 |
| Capital Wealth Management, LLCWealth manager | 1.4% | $6.2M | 55,063 | +4.8% shares | Q3 2026 |
The 30 largest of 69 positions, by value. Each manager counts with its latest 13F (Q3 2026: 38, Q2 2026: 30, Q1 2026: 1). Screen ICVT in the grand portfolio →
ICVT stock trades by members of Congress
No member of Congress has disclosed a trade in ICVT.
ICVT questions and answers
Are insiders buying ICVT stock?
No open-market insider purchases or sales of ICVT were filed in the last 90 days.
Which hedge funds own ICVT?
69 13F filers hold ICVT among their 50 largest positions, worth $668.8M combined. The biggest bets by portfolio weight are Tme Financial, Inc. (12.3%), Florin Court Capital LLP (6.5%) and Mascagni Wealth Management, Inc. (5.8%). In their latest 13Fs, 1 manager opened a new position and 19 added to one.
Has Congress traded ICVT?
No member of Congress has disclosed a trade in ICVT.
Who is the largest holder of ICVT?
Among 13F filers, AMG National Trust Bank reports the largest ICVT position, $70.0M (574,642 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Tme Financial, Inc.'s: 12.3% of its portfolio.
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