ISHARES TR
Institutional coverage
206 13F filers hold $IBDX.
13F holders
206
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Hamel Associates, Inc.
0.16% NEW
α +12.3pts
02
Venture Visionary Partners LLC
0.04% held
α +10.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 206 · Source: 13F-HR01
Proficio Capital Partners LLC
1.28% of portfolio
6,342,898 sh
02
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
5,357,900 sh
03
Teewinot Capital Advisers, L.L.C.
1.25% of portfolio
3,330,175 sh
04
Quaker Wealth Management, LLC
0.51% of portfolio
1,584,574 sh
05
Commonwealth of Pennsylvania Public School Empls Retrmt Sys
2.02% of portfolio
1,511,640 sh
06
Fft Wealth Management LLC
1.31% of portfolio
1,081,554 sh
07
Perseverance Asset Management International
6.20% of portfolio
1,061,550 sh
08
Financial Strategies Group, Inc.
1.56% of portfolio
905,660 sh
09
Private Harbour Investment Management & Counsel, LLC
0.02% of portfolio
854,043 sh
10
Sky Investment Group LLC
0.25% of portfolio
840,219 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IBDX in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IBDX in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:31 UTC.