IBDU: 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)
388 institutions reported holding $3.04B of Ishares Tr on Form 13F (384 the quarter before). 38 opened a new position and 33 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| SHUFRO ROSE & CO LLC | 8,668,602 | $200.76M |
| BANK OF AMERICA CORP /DE/ | 7,630,704 | $176.73M |
| Aptus Capital Advisors, LLC | 6,497,005 | $150.47M |
| MORGAN STANLEY | 6,487,553 | $150.25M |
| MERCER GLOBAL ADVISORS INC /ADV | 5,791,658 | $134.13M |
| CAPITAL ADVISORS INC/OK | 5,140,239 | $119.05M |
| Capital Investment Advisors, LLC | 4,035,738 | $93.47M |
| UBS Group AG | 3,887,671 | $90.04M |
| RAYMOND JAMES FINANCIAL INC | 3,599,661 | $83.37M |
| HM PAYSON & CO | 3,142,337 | $72.78M |
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