DSI: 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)
638 institutions reported holding $3.41B of Ishares Tr on Form 13F (597 the quarter before). 58 opened a new position and 19 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 4,231,965 | $602.59M |
| ENVESTNET ASSET MANAGEMENT INC | 1,741,833 | $248.02M |
| BANK OF AMERICA CORP /DE/ | 1,405,229 | $200.09M |
| LPL Financial LLC | 1,229,365 | $175.05M |
| Bank of New York Mellon Corp | 1,193,065 | $169.88M |
| JPMORGAN CHASE & CO | 1,156,395 | $163.06M |
| AMERIPRISE FINANCIAL INC | 797,286 | $117.06M |
| IMA Advisory Services, Inc. | 444,726 | $62.99M |
| UBS Group AG | 407,533 | $58.03M |
| Mariner, LLC | 335,917 | $47.81M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.