AOR: 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)
455 institutions reported holding $1.35B of Ishares Tr on Form 13F (412 the quarter before). 56 opened a new position and 17 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 1,957,720 | $136.06M |
| LPL Financial LLC | 1,065,599 | $74.06M |
| Worth Asset Management, LLC | 742,669 | $51.62M |
| JPMORGAN CHASE & CO | 668,197 | $46.31M |
| BANK OF AMERICA CORP /DE/ | 586,162 | $40.74M |
| Mesirow Financial Investment Management, Inc. | 565,749 | $39.32M |
| WELLS FARGO & COMPANY/MN | 562,914 | $39.12M |
| MORGAN STANLEY | 524,925 | $36.48M |
| ASPIRIANT, LLC | 515,345 | $35.82M |
| Consilium Wealth Advisory, LLC | 458,638 | $31.88M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.