HEFA: 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)
454 institutions reported holding $6.23B of Ishares Tr on Form 13F (437 the quarter before). 48 opened a new position and 27 sold out. Shares held by institutions: -2%.
| Largest holders | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 48,492,631 | $2.28B |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,561,052 | $214.03M |
| ENVESTNET ASSET MANAGEMENT INC | 4,406,631 | $206.78M |
| JPMORGAN CHASE & CO | 4,310,684 | $201.29M |
| AMERIPRISE FINANCIAL INC | 4,090,734 | $192.06M |
| MORGAN STANLEY | 3,584,090 | $168.18M |
| Dynasty Wealth Management, LLC | 3,562,756 | $167.18M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,528,604 | $165.58M |
| Quotient Wealth Partners, LLC | 3,439,589 | $161.40M |
| LPL Financial LLC | 3,434,779 | $161.18M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.