IBDR: 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)
426 institutions reported holding $2.15B of Ishares Tr on Form 13F (441 the quarter before). 31 opened a new position and 43 sold out. Shares held by institutions: -8%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9,829,831 | $238.18M |
| MERCER GLOBAL ADVISORS INC /ADV | 4,313,634 | $104.52M |
| HM PAYSON & CO | 4,186,318 | $101.43M |
| LPL Financial LLC | 3,879,923 | $94.01M |
| MORGAN STANLEY | 3,576,118 | $86.65M |
| RAYMOND JAMES FINANCIAL INC | 2,484,975 | $60.21M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,648,333 | $39.94M |
| Gratus Wealth Advisors, LLC | 1,527,912 | $37.02M |
| Kathmere Capital Management, LLC | 1,502,321 | $36.40M |
| HOWLAND CAPITAL MANAGEMENT LLC | 1,496,018 | $36.25M |
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