IWL · Insider trading · 13F holders · Congress trades
Ishares Tr (IWL)
Who is buying and selling IWL: 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
- 44
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IWL at a glance
- No open-market insider purchases or sales of IWL were filed in the last 90 days.
- 44 13F filers hold IWL among their 50 largest positions, worth $691.5M combined. The biggest bets by portfolio weight are FreeGulliver LLC (13.7%), Richmond Investment Services, LLC (13.4%) and Searcy Financial Services Inc /adv (11.9%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in IWL.
IWL insider trading
No open-market insider purchases or sales of IWL were filed in the last 90 days.
Who owns IWL? Hedge funds and superinvestors
44 13F filers hold IWL among their 50 largest positions, worth $691.5M combined. The biggest bets by portfolio weight are FreeGulliver LLC (13.7%), Richmond Investment Services, LLC (13.4%) and Searcy Financial Services Inc /adv (11.9%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Tompkins Financial CorpBank & trust | 6.7% | $94.5M | 496,790 | -0.9% shares | Q3 2026 |
| Gilbert & Cook, Inc.Wealth manager | 10.8% | $94.0M | 508,409 | -1.5% shares | Q2 2026 |
| McKinley Carter Wealth Services, Inc.Wealth manager | 2.4% | $47.8M | 251,267 | +371.9% shares | Q3 2026 |
| George Kaiser Family FoundationEndowment & foundation | 4.4% | $46.0M | 248,501 | +84.8% shares | Q2 2026 |
| Prescott Group Capital Management, L.L.C.Hedge fund | 4.0% | $46.0M | 248,501 | +84.8% shares | Q2 2026 |
| Richmond Investment Services, LLCWealth manager | 13.4% | $42.4M | 222,923 | +2.2% shares | Q3 2026 |
| Reliant Wealth PlanningWealth manager | 10.9% | $39.8M | 215,106 | +4.0% shares | Q2 2026 |
| Heck Capital Advisors, LLCInstitutional asset manager | 2.1% | $38.8M | 204,169 | -0.2% shares | Q3 2026 |
| FreeGulliver LLCWealth manager | 13.7% | $38.8M | 209,733 | -2.8% shares | Q2 2026 |
| Searcy Financial Services Inc /advWealth manager | 11.9% | $33.3M | 175,133 | -2.1% shares | Q3 2026 |
| Manchester Financial IncWealth manager | 4.2% | $23.5M | 123,333 | +1.2% shares | Q3 2026 |
| First American Trust, FsbInvestment manager | 0.9% | $14.2M | 76,906 | — | Q2 2026 |
| Arcadia Investment Advisors LLCWealth manager | 5.8% | $14.0M | 73,396 | -0.4% shares | Q3 2026 |
| KM Capital Management Ltd.Wealth manager | 6.4% | $13.7M | 74,015 | — | Q2 2026 |
| Woodard & Co Asset Management Group Inc /advAsset manager | 1.9% | $13.5M | 72,990 | +0.1% shares | Q2 2026 |
| Capital Developers, LLCAsset manager | 7.2% | $8.0M | 50,010 | -1.0% shares | Q1 2026 |
| Nicollet Investment Management, Inc.Wealth manager | 2.3% | $7.7M | 40,486 | -0.4% shares | Q3 2026 |
| ShoreHaven Wealth Partners, LLCWealth manager | 2.3% | $7.4M | 39,161 | +0.0% shares | Q3 2026 |
| Winter & Associates, Inc.Wealth manager | 5.1% | $7.0M | 36,862 | +6.8% shares | Q3 2026 |
| Holos Integrated Wealth LLCWealth manager | 3.0% | $6.7M | 35,048 | +3.5% shares | Q3 2026 |
| Veridan Wealth LLCWealth manager | 2.3% | $6.6M | 35,548 | -2.8% shares | Q2 2026 |
| Strategic Equity ManagementWealth manager | 2.1% | $6.2M | 33,422 | -4.4% shares | Q2 2026 |
| Oxford Financial Group, Ltd. LLCWealth manager | 0.3% | $5.4M | 29,110 | +0.0% shares | Q2 2026 |
| Grant Street Asset Management, Inc.Wealth manager | 0.7% | $4.1M | 21,736 | -0.1% shares | Q3 2026 |
| Mason & Associates, LLCWealth manager | 0.7% | $3.4M | 17,733 | -0.6% shares | Q3 2026 |
| Moneywise, Inc.Investment manager | 1.3% | $3.4M | 18,127 | +25.2% shares | Q2 2026 |
| SOA Wealth Advisors, LLC.Wealth manager | 0.5% | $3.1M | 16,511 | -12.1% shares | Q2 2026 |
| Noble Family Wealth, LLCWealth manager | 0.5% | $3.0M | 15,845 | -1.6% shares | Q3 2026 |
| Boyd Wealth Management, LLCWealth manager | 0.9% | $2.6M | 13,466 | -2.2% shares | Q3 2026 |
| Family Capital Management, Inc.Wealth manager | 1.0% | $2.6M | 13,832 | +0.1% shares | Q2 2026 |
The 30 largest of 44 positions, by value. Each manager counts with its latest 13F (Q3 2026: 23, Q2 2026: 19, Q1 2026: 2). Screen IWL in the grand portfolio →
IWL stock trades by members of Congress
No member of Congress has disclosed a trade in IWL.
IWL questions and answers
Are insiders buying IWL stock?
No open-market insider purchases or sales of IWL were filed in the last 90 days.
Which hedge funds own IWL?
44 13F filers hold IWL among their 50 largest positions, worth $691.5M combined. The biggest bets by portfolio weight are FreeGulliver LLC (13.7%), Richmond Investment Services, LLC (13.4%) and Searcy Financial Services Inc /adv (11.9%). In their latest 13Fs, 1 manager opened a new position and 7 added to one.
Has Congress traded IWL?
No member of Congress has disclosed a trade in IWL.
Who is the largest holder of IWL?
Among 13F filers, Tompkins Financial Corp reports the largest IWL position, $94.5M (496,790 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is FreeGulliver LLC's: 13.7% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.