IBDT: 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)
436 institutions reported holding $2.94B of Ishares Tr on Form 13F (424 the quarter before). 36 opened a new position and 23 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9,526,329 | $240.54M |
| MERCER GLOBAL ADVISORS INC /ADV | 5,532,094 | $139.69M |
| MORGAN STANLEY | 4,818,723 | $121.67M |
| Lido Advisors, LLC | 4,224,505 | $106.67M |
| Capital Investment Advisors, LLC | 3,890,204 | $98.23M |
| UBS Group AG | 3,771,658 | $95.23M |
| CAPITAL ADVISORS INC/OK | 3,572,252 | $90.20M |
| RAYMOND JAMES FINANCIAL INC | 3,315,601 | $83.72M |
| HM PAYSON & CO | 3,174,609 | $80.16M |
| LPL Financial LLC | 2,896,388 | $73.13M |
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