CMF: 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)
356 institutions reported holding $3.08B of Ishares Tr on Form 13F (351 the quarter before). 33 opened a new position and 24 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,795,528 | $564.61M |
| Wealthfront Advisers LLC | 7,276,324 | $419.41M |
| BANK OF AMERICA CORP /DE/ | 1,975,540 | $113.87M |
| MORGAN STANLEY | 1,936,419 | $111.62M |
| Facet Wealth, Inc. | 1,750,409 | $100.89M |
| FMR LLC | 1,742,213 | $100.42M |
| EP Wealth Advisors, LLC | 1,691,400 | $97.49M |
| SYON CAPITAL LLC | 1,395,697 | $80.45M |
| LPL Financial LLC | 1,310,854 | $75.56M |
| BAILARD, INC. | 1,213,415 | $69.94M |
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