AOA: Ishares Tr insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
423 institutions reported holding $713.73M of Ishares Tr on Form 13F (408 the quarter before). 35 opened a new position and 21 sold out. Shares held by institutions: +5%.
| Largest holders | Shares | Value |
|---|---|---|
| Rockefeller Capital Management L.P. | 611,739 | $59.71M |
| LPL Financial LLC | 247,088 | $24.12M |
| ASSETMARK, INC | 245,482 | $23.96M |
| JIM SAULNIER & ASSOCIATES, LLC | 244,296 | $23.84M |
| Ellenbecker Investment Group | 223,468 | $21.81M |
| Foundations Investment Advisors, LLC | 202,154 | $19.73M |
| WELLS FARGO & COMPANY/MN | 184,629 | $18.02M |
| MORGAN STANLEY | 148,997 | $14.54M |
| Waverly Advisors, LLC | 145,444 | $14.20M |
| Mesirow Financial Investment Management, Inc. | 141,970 | $13.86M |
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