XJR · Insider trading · 13F holders · Congress trades
Ishares Tr (XJR)
Who is buying and selling XJR: 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
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XJR at a glance
- No open-market insider purchases or sales of XJR were filed in the last 90 days.
- 3 13F filers hold XJR among their 50 largest positions, worth $7.2M combined. The biggest bets by portfolio weight are Invera Wealth Advisors, LLC (1.6%), Highland Financial Advisors, LLC (0.7%) and Atlantic Private Wealth, LLC (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in XJR.
XJR insider trading
No open-market insider purchases or sales of XJR were filed in the last 90 days.
Who owns XJR? Hedge funds and superinvestors
3 13F filers hold XJR among their 50 largest positions, worth $7.2M combined. The biggest bets by portfolio weight are Invera Wealth Advisors, LLC (1.6%), Highland Financial Advisors, LLC (0.7%) and Atlantic Private Wealth, LLC (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Highland Financial Advisors, LLCWealth manager | 0.7% | $3.3M | 68,134 | +18.5% shares | Q3 2026 |
| Invera Wealth Advisors, LLCWealth manager | 1.6% | $3.0M | 62,328 | +7.2% shares | Q3 2026 |
| Atlantic Private Wealth, LLCWealth manager | 0.5% | $870K | 16,494 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 1). Screen XJR in the grand portfolio →
XJR stock trades by members of Congress
No member of Congress has disclosed a trade in XJR.
XJR questions and answers
Are insiders buying XJR stock?
No open-market insider purchases or sales of XJR were filed in the last 90 days.
Which hedge funds own XJR?
3 13F filers hold XJR among their 50 largest positions, worth $7.2M combined. The biggest bets by portfolio weight are Invera Wealth Advisors, LLC (1.6%), Highland Financial Advisors, LLC (0.7%) and Atlantic Private Wealth, LLC (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded XJR?
No member of Congress has disclosed a trade in XJR.
Who is the largest holder of XJR?
Among 13F filers, Highland Financial Advisors, LLC reports the largest XJR position, $3.3M (68,134 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Invera Wealth Advisors, LLC's: 1.6% of its portfolio.
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