IGEB · Insider trading · 13F holders · Congress trades
Ishares Tr (IGEB)
Who is buying and selling IGEB: 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
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IGEB at a glance
- No open-market insider purchases or sales of IGEB were filed in the last 90 days.
- 27 13F filers hold IGEB among their 50 largest positions, worth $233.0M combined. The biggest bets by portfolio weight are Waller Financial Planning Group, Inc (5.2%), DORVAL Corp (5.2%) and Ameliora Wealth Management Ltd. (5.1%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in IGEB.
IGEB insider trading
No open-market insider purchases or sales of IGEB were filed in the last 90 days.
Who owns IGEB? Hedge funds and superinvestors
27 13F filers hold IGEB among their 50 largest positions, worth $233.0M combined. The biggest bets by portfolio weight are Waller Financial Planning Group, Inc (5.2%), DORVAL Corp (5.2%) and Ameliora Wealth Management Ltd. (5.1%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Stratos Investment Management, LLCInstitutional asset manager | 2.0% | $55.2M | 1,224,464 | +3.8% shares | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.Wealth manager | 1.1% | $37.9M | 886,853 | +3.0% shares | Q3 2026 |
| Waller Financial Planning Group, IncWealth manager | 5.2% | $25.8M | 603,278 | -3.4% shares | Q3 2026 |
| DORVAL CorpWealth manager | 5.2% | $18.0M | 420,530 | +2.9% shares | Q3 2026 |
| Ameliora Wealth Management Ltd.Wealth manager | 5.1% | $17.9M | 418,639 | -2.6% shares | Q3 2026 |
| Heck Capital Advisors, LLCInstitutional asset manager | 0.7% | $13.1M | 305,464 | +13.4% shares | Q3 2026 |
| Kelly Financial Services LLCWealth manager | 2.3% | $10.7M | 250,909 | -1.0% shares | Q3 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 1.0% | $10.2M | 226,998 | -16.2% shares | Q2 2026 |
| Systelligence, LLCMutual fund manager | 1.2% | $7.2M | 158,594 | — | Q2 2026 |
| Hoese & Co LLPInvestment manager | 3.1% | $4.7M | 109,916 | +0.2% shares | Q3 2026 |
| Accel Wealth ManagementWealth manager | 0.9% | $4.2M | 97,584 | +10.9% shares | Q3 2026 |
| Keystone Wealth Services, LLCWealth manager | 0.8% | $4.1M | 91,376 | +5.5% shares | Q2 2026 |
| Lunt Capital Management, Inc.Institutional asset manager | 1.4% | $3.7M | 82,063 | +5.4% shares | Q2 2026 |
| Altus Wealth Management, LLCWealth manager | 1.2% | $3.1M | 73,447 | +6.2% shares | Q3 2026 |
| Larch Capital Partners LLCAsset manager | 0.4% | $2.9M | 63,720 | +0.0% shares | Q2 2026 |
| FreeGulliver LLCWealth manager | 0.8% | $2.3M | 51,784 | -6.3% shares | Q2 2026 |
| Shared Vision Wealth Group LLCWealth manager | 0.7% | $2.1M | 46,216 | -3.0% shares | Q2 2026 |
| Two West Capital Advisors LLCInstitutional asset manager | 0.7% | $1.5M | 34,901 | +23.6% shares | Q3 2026 |
| Daybright Advisory Services, Inc.Institutional asset manager | 0.4% | $1.5M | 33,556 | -59.9% shares | Q2 2026 |
| Helium Advisors LLCWealth manager | 1.3% | $1.5M | 34,502 | — | Q3 2026 |
| ShoreHaven Wealth Partners, LLCWealth manager | 0.4% | $1.3M | 31,466 | +14.8% shares | Q3 2026 |
| Paller Financial Services IncWealth manager | 0.8% | $1.0M | 23,805 | +7.0% shares | Q3 2026 |
| Cadia Private Client LLCWealth manager | 0.6% | $852K | 18,881 | +0.7% shares | Q2 2026 |
| Lockerman Financial Group, Inc.Wealth manager | 0.9% | $648K | 15,149 | +2.0% shares | Q3 2026 |
| Madson Wealth Advisors IncWealth manager | 0.4% | $567K | 13,257 | -10.8% shares | Q3 2026 |
| Stronghold Wealth Management L.L.C.Wealth manager | 0.6% | $464K | 10,846 | — | Q3 2026 |
| Reicon Wealth Advisors, LLCWealth manager | 0.2% | $351K | 7,770 | +44.7% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 16, Q2 2026: 11). Screen IGEB in the grand portfolio →
IGEB stock trades by members of Congress
No member of Congress has disclosed a trade in IGEB.
IGEB questions and answers
Are insiders buying IGEB stock?
No open-market insider purchases or sales of IGEB were filed in the last 90 days.
Which hedge funds own IGEB?
27 13F filers hold IGEB among their 50 largest positions, worth $233.0M combined. The biggest bets by portfolio weight are Waller Financial Planning Group, Inc (5.2%), DORVAL Corp (5.2%) and Ameliora Wealth Management Ltd. (5.1%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded IGEB?
No member of Congress has disclosed a trade in IGEB.
Who is the largest holder of IGEB?
Among 13F filers, Stratos Investment Management, LLC reports the largest IGEB position, $55.2M (1,224,464 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Waller Financial Planning Group, Inc's: 5.2% of its portfolio.
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