IYG · Insider trading · 13F holders · Congress trades
Ishares Tr (IYG)
Who is buying and selling IYG: 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
- 21
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IYG at a glance
- No open-market insider purchases or sales of IYG were filed in the last 90 days.
- 21 13F filers hold IYG among their 50 largest positions, worth $545.4M combined. The biggest bets by portfolio weight are Kozak & Associates, Inc. (4.3%), SAM Advisors, LLC (2.9%) and RiverFront Investment Group, LLC (1.8%).
- No member of Congress has disclosed a trade in IYG.
IYG insider trading
No open-market insider purchases or sales of IYG were filed in the last 90 days.
Who owns IYG? Hedge funds and superinvestors
21 13F filers hold IYG among their 50 largest positions, worth $545.4M combined. The biggest bets by portfolio weight are Kozak & Associates, Inc. (4.3%), SAM Advisors, LLC (2.9%) and RiverFront Investment Group, LLC (1.8%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLCInstitutional asset manager | 1.0% | $139.8M | 1,545,194 | -29.1% shares | Q2 2026 |
| RiverFront Investment Group, LLCAsset manager | 1.8% | $137.8M | 1,523,347 | +3.1% shares | Q2 2026 |
| Sagespring Wealth Partners, LLCWealth manager | 1.0% | $68.9M | 766,039 | +3.5% shares | Q3 2026 |
| OpenArc Corporate Advisory, LLCWealth manager | 0.5% | $45.3M | 503,512 | +3.3% shares | Q3 2026 |
| PGIM Custom Harvest LLCWealth manager | 0.4% | $32.8M | 362,421 | -0.8% shares | Q2 2026 |
| Circle Wealth Management, LLCWealth manager | 0.3% | $26.7M | 294,600 | +0.0% shares | Q2 2026 |
| Kozak & Associates, Inc.Investment manager | 4.3% | $23.6M | 251,856 | -17.5% shares | Q3 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.Asset manager | 1.6% | $13.9M | 153,440 | +3.9% shares | Q2 2026 |
| Arkansas Financial Group, Inc.Wealth manager | 1.5% | $11.6M | 129,293 | -0.9% shares | Q3 2026 |
| SAM Advisors, LLCWealth manager | 2.9% | $10.8M | 119,266 | +2.9% shares | Q2 2026 |
| Howard Capital Management Group, LLCWealth manager | 0.5% | $8.4M | 92,921 | -0.3% shares | Q3 2026 |
| Unique Wealth, LLCWealth manager | 0.7% | $6.3M | 70,076 | +4.6% shares | Q3 2026 |
| Centerline Wealth Advisors, LLCWealth manager | 1.3% | $4.2M | 46,788 | +1.5% shares | Q3 2026 |
| Forte Asset Management LLCWealth manager | 1.7% | $4.2M | 46,227 | +0.7% shares | Q3 2026 |
| Bernard Wealth Management Corp.Wealth manager | 1.5% | $4.0M | 43,980 | -4.6% shares | Q2 2026 |
| Storen Legacy Partners, LLCWealth manager | 0.8% | $2.8M | 31,125 | -25.7% shares | Q2 2026 |
| OMNI 360 Wealth, Inc.Wealth manager | 0.7% | $1.6M | 17,326 | +3.3% shares | Q3 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 0.7% | $1.1M | 12,689 | -1.0% shares | Q3 2026 |
| Mine & Arao Wealth Creation & Management, LLC.Wealth manager | 0.4% | $1.1M | 12,103 | +0.2% shares | Q3 2026 |
| XP Advisory US, Inc.Hedge fund | 0.2% | $402K | 4,440 | — | Q2 2026 |
| Wealth Forward, LLCWealth manager | 0.1% | $285K | 3,165 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 9). Screen IYG in the grand portfolio →
IYG stock trades by members of Congress
No member of Congress has disclosed a trade in IYG.
IYG questions and answers
Are insiders buying IYG stock?
No open-market insider purchases or sales of IYG were filed in the last 90 days.
Which hedge funds own IYG?
21 13F filers hold IYG among their 50 largest positions, worth $545.4M combined. The biggest bets by portfolio weight are Kozak & Associates, Inc. (4.3%), SAM Advisors, LLC (2.9%) and RiverFront Investment Group, LLC (1.8%).
Has Congress traded IYG?
No member of Congress has disclosed a trade in IYG.
Who is the largest holder of IYG?
Among 13F filers, Dynasty Wealth Management, LLC reports the largest IYG position, $139.8M (1,545,194 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Kozak & Associates, Inc.'s: 4.3% of its portfolio.
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