IWX · Insider trading · 13F holders · Congress trades
Ishares Tr (IWX)
Who is buying and selling IWX: 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
- 43
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IWX at a glance
- No open-market insider purchases or sales of IWX were filed in the last 90 days.
- 43 13F filers hold IWX among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are First Citizens Asset Management, Inc. (18.5%), Montgomery Financial Services LLC (12.1%) and Richard P Slaughter Associates Inc (12.0%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.
- No member of Congress has disclosed a trade in IWX.
IWX insider trading
No open-market insider purchases or sales of IWX were filed in the last 90 days.
Who owns IWX? Hedge funds and superinvestors
43 13F filers hold IWX among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are First Citizens Asset Management, Inc. (18.5%), Montgomery Financial Services LLC (12.1%) and Richard P Slaughter Associates Inc (12.0%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 3.6% | $1.0B | 9,859,021 | -3.7% shares | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 2.5% | $516.1M | 4,907,301 | -22.1% shares | Q2 2026 |
| First Citizens Bank & Trust CoBank & trust | 4.3% | $287.5M | 2,625,157 | -41.8% shares | Q3 2026 |
| AE Wealth Management LLCWealth manager | 0.6% | $123.7M | 1,176,003 | +6.6% shares | Q2 2026 |
| Proficio Capital Partners LLCWealth manager | 2.6% | $72.9M | 692,856 | — | Q2 2026 |
| Richard P Slaughter Associates IncWealth manager | 12.0% | $59.8M | 546,002 | +6.4% shares | Q3 2026 |
| First Citizens Asset Management, Inc.Wealth manager | 18.5% | $57.9M | 550,641 | +7.2% shares | Q2 2026 |
| Wilmington Savings Fund Society, FSBBank & trust | 1.2% | $52.5M | 479,499 | -2.6% shares | Q3 2026 |
| Svb Wealth LLCWealth manager | 3.2% | $50.3M | 477,994 | +3.9% shares | Q2 2026 |
| Tiaa Trust, National AssociationBank & trust | 2.5% | $41.5M | 394,910 | -3.3% shares | Q2 2026 |
| Sterling Capital Management LLCWealth manager | 0.7% | $36.6M | 334,344 | +5.7% shares | Q3 2026 |
| Kingdom Financial Group LLC.Wealth manager | 8.7% | $34.2M | 324,849 | +11.4% shares | Q2 2026 |
| RTD Financial Advisors, Inc.Wealth manager | 3.5% | $31.7M | 289,542 | +3.5% shares | Q3 2026 |
| LifeWealth Investments, LLCWealth manager | 8.4% | $30.2M | 275,685 | +10.3% shares | Q3 2026 |
| JSF Financial, LLCWealth manager | 4.1% | $26.1M | 238,599 | -0.4% shares | Q3 2026 |
| Compton Wealth Advisory Group, LLCWealth manager | 5.2% | $25.2M | 230,482 | -3.7% shares | Q3 2026 |
| Bryn Mawr Trust Advisors, LLCWealth manager | 1.1% | $24.9M | 236,778 | -2.3% shares | Q2 2026 |
| Howard Bailey Securities, LLCWealth manager | 9.4% | $24.3M | 221,996 | +10.2% shares | Q3 2026 |
| Horst & Graben Wealth Management LLCWealth manager | 1.9% | $14.2M | 133,886 | +2.1% shares | Q2 2026 |
| Montgomery Financial Services LLCWealth manager | 12.1% | $13.9M | 132,081 | — | Q2 2026 |
| Key Capital Management, INCWealth manager | 7.0% | $13.5M | 128,769 | +39.6% shares | Q2 2026 |
| Veridan Wealth LLCWealth manager | 2.4% | $6.8M | 64,262 | -4.5% shares | Q2 2026 |
| Gts Financial, LLCWealth manager | 4.6% | $6.3M | 75,271 | +8.3% shares | Q2 2026 |
| Matters Capital LLCWealth manager | 3.8% | $5.5M | 52,223 | +0.0% shares | Q2 2026 |
| Legacy Advisory Services, LLCWealth manager | 3.1% | $4.3M | 39,042 | -38.6% shares | Q3 2026 |
| Granville Capital, Inc.Hedge fund | 1.4% | $3.2M | 30,778 | +0.0% shares | Q2 2026 |
| SOA Wealth Advisors, LLC.Wealth manager | 0.5% | $3.2M | 30,132 | -6.2% shares | Q2 2026 |
| FWG Investments, LLC.Wealth manager | 1.7% | $3.1M | 29,840 | +1.4% shares | Q2 2026 |
| Quest 10 Wealth Builders, Inc.Wealth manager | 2.0% | $2.6M | 24,632 | +11.6% shares | Q2 2026 |
| Centerpoint Advisory GroupWealth manager | 1.6% | $2.5M | 22,993 | +16.0% shares | Q3 2026 |
The 30 largest of 43 positions, by value. Each manager counts with its latest 13F (Q3 2026: 17, Q2 2026: 26). Screen IWX in the grand portfolio →
IWX stock trades by members of Congress
No member of Congress has disclosed a trade in IWX.
IWX questions and answers
Are insiders buying IWX stock?
No open-market insider purchases or sales of IWX were filed in the last 90 days.
Which hedge funds own IWX?
43 13F filers hold IWX among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are First Citizens Asset Management, Inc. (18.5%), Montgomery Financial Services LLC (12.1%) and Richard P Slaughter Associates Inc (12.0%). In their latest 13Fs, 0 managers opened a new position and 13 added to one.
Has Congress traded IWX?
No member of Congress has disclosed a trade in IWX.
Who is the largest holder of IWX?
Among 13F filers, Tiaa-Cref Individual & Institutional Services, LLC reports the largest IWX position, $1.0B (9,859,021 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is First Citizens Asset Management, Inc.'s: 18.5% of its portfolio.
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