IWS · Insider trading · 13F holders · Congress trades
Ishares Tr (IWS)
Who is buying and selling IWS: 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
- 164
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IWS at a glance
- No open-market insider purchases or sales of IWS were filed in the last 90 days.
- 164 13F filers hold IWS among their 50 largest positions, worth $5.1B combined. The biggest bets by portfolio weight are LBJ Family Wealth Advisors, Ltd. (10.3%), Zions Bancorporation, National Association /ut/ (9.3%) and First Citizens Asset Management, Inc. (8.7%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in IWS.
IWS insider trading
No open-market insider purchases or sales of IWS were filed in the last 90 days.
Who owns IWS? Hedge funds and superinvestors
164 13F filers hold IWS among their 50 largest positions, worth $5.1B combined. The biggest bets by portfolio weight are LBJ Family Wealth Advisors, Ltd. (10.3%), Zions Bancorporation, National Association /ut/ (9.3%) and First Citizens Asset Management, Inc. (8.7%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Jones Financial Companies LllpBroker-dealer | 0.5% | $1.2B | 6,991,663 | -9.2% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 1.5% | $450.0M | 2,733,733 | +2.3% shares | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 2.0% | $415.2M | 2,522,416 | -9.3% shares | Q2 2026 |
| Commerce BankBank & trust | 1.4% | $314.8M | 1,912,761 | -3.4% shares | Q2 2026 |
| Commonwealth Equity Services, LLCWealth manager | 0.4% | $307.5M | 1,868,064 | +0.1% shares | Q2 2026 |
| First Citizens Bank & Trust CoBank & trust | 4.4% | $297.6M | 1,851,574 | -23.1% shares | Q3 2026 |
| Betterment LLCWealth manager | 0.4% | $228.2M | 1,386,524 | -6.2% shares | Q2 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 3.0% | $167.9M | 1,044,629 | +0.1% shares | Q3 2026 |
| Zions Bancorporation, National Association /ut/Bank & trust | 9.3% | $154.9M | 940,874 | -0.7% shares | Q2 2026 |
| Vantagepoint Investment Advisers LLCHedge fund | 0.9% | $125.9M | 783,511 | +2.9% shares | Q3 2026 |
| Stephens Inc /ar/Investment manager | 1.2% | $110.2M | 669,651 | -2.0% shares | Q2 2026 |
| Stephens Group Asset Management, LLCWealth manager | 6.3% | $109.5M | 680,980 | -4.1% shares | Q3 2026 |
| Heritage Wealth AdvisorsWealth manager | 3.0% | $88.0M | 534,456 | -2.0% shares | Q2 2026 |
| Money Concepts Capital CorpWealth manager | 3.4% | $73.0M | 443,267 | +3.2% shares | Q2 2026 |
| AMG National Trust BankBank & trust | 1.0% | $50.9M | 309,347 | -1.9% shares | Q2 2026 |
| Svb Wealth LLCWealth manager | 2.9% | $45.5M | 276,422 | +5.8% shares | Q2 2026 |
| Chicago Partners Investment Group LLCWealth manager | 0.8% | $42.2M | 250,450 | -0.3% shares | Q3 2026 |
| Anchor Capital Advisors LLCAsset manager | 1.1% | $39.0M | 236,815 | -14.9% shares | Q2 2026 |
| Cedar Mountain Advisors, LLCWealth manager | 6.6% | $38.8M | 241,344 | -4.5% shares | Q3 2026 |
| GLOBALT Investments LLC / GAAsset manager | 1.3% | $38.4M | 238,962 | -2.9% shares | Q3 2026 |
| Tiaa Trust, National AssociationBank & trust | 2.1% | $35.2M | 214,090 | -1.2% shares | Q2 2026 |
| Lpwm LLCWealth manager | 7.5% | $34.6M | 215,015 | -0.6% shares | Q3 2026 |
| Badgley Phelps Wealth Managers, LLCWealth manager | 0.5% | $29.4M | 183,178 | — | Q3 2026 |
| Wescott Financial Advisory Group, LLCWealth manager | 2.2% | $28.8M | 175,179 | -3.2% shares | Q2 2026 |
| First Citizens Asset Management, Inc.Wealth manager | 8.7% | $27.2M | 165,173 | +0.4% shares | Q2 2026 |
| Rodgers & Associates, LTDWealth manager | 2.5% | $26.5M | 164,719 | -0.8% shares | Q3 2026 |
| Parkway Wealth Management Group, LLCWealth manager | 3.0% | $26.2M | 162,800 | -1.8% shares | Q3 2026 |
| Asset Management Group, Inc.Hedge fund | 3.6% | $24.8M | 150,365 | -0.9% shares | Q2 2026 |
| RTD Financial Advisors, Inc.Wealth manager | 2.5% | $22.8M | 141,776 | -1.3% shares | Q3 2026 |
| Prosperity Consulting Group, LLCWealth manager | 0.8% | $20.3M | 123,463 | +9.2% shares | Q2 2026 |
The 30 largest of 164 positions, by value. Each manager counts with its latest 13F (Q3 2026: 80, Q2 2026: 83, Q1 2026: 1). Screen IWS in the grand portfolio →
IWS stock trades by members of Congress
No member of Congress has disclosed a trade in IWS.
IWS questions and answers
Are insiders buying IWS stock?
No open-market insider purchases or sales of IWS were filed in the last 90 days.
Which hedge funds own IWS?
164 13F filers hold IWS among their 50 largest positions, worth $5.1B combined. The biggest bets by portfolio weight are LBJ Family Wealth Advisors, Ltd. (10.3%), Zions Bancorporation, National Association /ut/ (9.3%) and First Citizens Asset Management, Inc. (8.7%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
Has Congress traded IWS?
No member of Congress has disclosed a trade in IWS.
Who is the largest holder of IWS?
Among 13F filers, Jones Financial Companies Lllp reports the largest IWS position, $1.2B (6,991,663 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is LBJ Family Wealth Advisors, Ltd.'s: 10.3% of its portfolio.
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