IWY · Insider trading · 13F holders · Congress trades
Ishares Tr (IWY)
Who is buying and selling IWY: 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
- 162
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IWY at a glance
- No open-market insider purchases or sales of IWY were filed in the last 90 days.
- 162 13F filers hold IWY among their 50 largest positions, worth $6.2B combined. The biggest bets by portfolio weight are First Citizens Asset Management, Inc. (27.5%), Montgomery Financial Services LLC (18.7%) and Kingdom Financial Group LLC. (13.5%). In their latest 13Fs, 0 managers opened a new position and 27 added to one.
- No member of Congress has disclosed a trade in IWY.
IWY insider trading
No open-market insider purchases or sales of IWY were filed in the last 90 days.
Who owns IWY? Hedge funds and superinvestors
162 13F filers hold IWY among their 50 largest positions, worth $6.2B combined. The biggest bets by portfolio weight are First Citizens Asset Management, Inc. (27.5%), Montgomery Financial Services LLC (18.7%) and Kingdom Financial Group LLC. (13.5%). In their latest 13Fs, 0 managers opened a new position and 27 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 4.8% | $1.4B | 4,777,201 | -5.8% shares | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 5.1% | $1.1B | 3,635,042 | -23.3% shares | Q2 2026 |
| First Citizens Bank & Trust CoBank & trust | 7.6% | $508.5M | 1,724,186 | -49.7% shares | Q3 2026 |
| AE Wealth Management LLCWealth manager | 0.9% | $198.9M | 684,496 | +3.9% shares | Q2 2026 |
| Boulay Financial Advisors, LLCWealth manager | 16.6% | $179.3M | 617,030 | +1.1% shares | Q2 2026 |
| Atlantic Union Bankshares CorpBank & trust | 2.7% | $163.0M | 560,723 | +12.3% shares | Q2 2026 |
| Victory Financial Group, LLCWealth manager | 12.8% | $138.0M | 467,852 | +3.2% shares | Q3 2026 |
| Lido Advisors, LLCWealth manager | 0.4% | $116.9M | 402,312 | -5.6% shares | Q2 2026 |
| DAVENPORT & Co LLCWealth manager | 0.6% | $112.3M | 380,899 | — | Q3 2026 |
| Wilmington Savings Fund Society, FSBBank & trust | 2.3% | $102.7M | 348,216 | -3.5% shares | Q3 2026 |
| First Citizens Asset Management, Inc.Wealth manager | 27.5% | $86.1M | 296,224 | -2.2% shares | Q2 2026 |
| Svb Wealth LLCWealth manager | 5.4% | $85.5M | 294,116 | +8.0% shares | Q2 2026 |
| Bryn Mawr Trust Advisors, LLCWealth manager | 3.2% | $74.3M | 255,752 | -1.2% shares | Q2 2026 |
| Prosperity Consulting Group, LLCWealth manager | 2.7% | $71.6M | 246,540 | -15.6% shares | Q2 2026 |
| Portfolio Strategies, Inc.Wealth manager | 6.5% | $66.0M | 227,020 | -8.6% shares | Q2 2026 |
| SOA Wealth Advisors, LLC.Wealth manager | 10.2% | $60.7M | 208,928 | +1.0% shares | Q2 2026 |
| Wharton Business Group, LLCWealth manager | 2.0% | $59.0M | 203,184 | +0.9% shares | Q2 2026 |
| Intelligence Driven Advisers, LLCWealth manager | 10.2% | $59.0M | 200,044 | -2.8% shares | Q3 2026 |
| Hantz Financial Services, Inc.Wealth manager | 0.8% | $58.3M | 200,440 | +4.6% shares | Q2 2026 |
| Tiaa Trust, National AssociationBank & trust | 3.3% | $56.5M | 194,546 | -6.2% shares | Q2 2026 |
| Kingdom Financial Group LLC.Wealth manager | 13.5% | $52.7M | 181,309 | +7.8% shares | Q2 2026 |
| Perennial Investment Advisors, LLCWealth manager | 3.4% | $51.1M | 175,672 | +4.4% shares | Q2 2026 |
| Global Retirement Partners, LLCInstitutional asset manager | 0.8% | $50.1M | 172,371 | +12.2% shares | Q2 2026 |
| Kestra Private Wealth Services, LLCWealth manager | 0.5% | $44.7M | 153,748 | -1.9% shares | Q2 2026 |
| Moneco Advisors, LLCWealth manager | 2.7% | $43.4M | 149,208 | -0.7% shares | Q2 2026 |
| LifeWealth Investments, LLCWealth manager | 11.8% | $42.3M | 143,533 | +2.0% shares | Q3 2026 |
| Aspire Capital Advisors LLCWealth manager | 8.2% | $41.9M | 144,097 | -0.8% shares | Q2 2026 |
| One Capital Management, LLCWealth manager | 1.1% | $40.6M | 162,986 | +0.0% shares | Q2 2026 |
| ProVise Management Group, LLCWealth manager | 2.7% | $39.9M | 137,347 | +3.2% shares | Q2 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 0.5% | $36.6M | 123,951 | -7.9% shares | Q3 2026 |
The 30 largest of 162 positions, by value. Each manager counts with its latest 13F (Q3 2026: 78, Q2 2026: 81, Q1 2026: 3). Screen IWY in the grand portfolio →
IWY stock trades by members of Congress
No member of Congress has disclosed a trade in IWY.
IWY questions and answers
Are insiders buying IWY stock?
No open-market insider purchases or sales of IWY were filed in the last 90 days.
Which hedge funds own IWY?
162 13F filers hold IWY among their 50 largest positions, worth $6.2B combined. The biggest bets by portfolio weight are First Citizens Asset Management, Inc. (27.5%), Montgomery Financial Services LLC (18.7%) and Kingdom Financial Group LLC. (13.5%). In their latest 13Fs, 0 managers opened a new position and 27 added to one.
Has Congress traded IWY?
No member of Congress has disclosed a trade in IWY.
Who is the largest holder of IWY?
Among 13F filers, Tiaa-Cref Individual & Institutional Services, LLC reports the largest IWY position, $1.4B (4,777,201 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is First Citizens Asset Management, Inc.'s: 27.5% of its portfolio.
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