IBDV: 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)
351 institutions reported holding $2.43B of Ishares Tr on Form 13F (336 the quarter before). 28 opened a new position and 12 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9,615,369 | $209.62M |
| Aptus Capital Advisors, LLC | 6,150,150 | $134.07M |
| MERCER GLOBAL ADVISORS INC /ADV | 6,081,902 | $132.59M |
| MORGAN STANLEY | 4,474,434 | $97.54M |
| RAYMOND JAMES FINANCIAL INC | 4,375,104 | $95.38M |
| Capital Investment Advisors, LLC | 4,264,875 | $92.97M |
| CAPITAL ADVISORS INC/OK | 3,253,303 | $70.92M |
| UBS Group AG | 3,026,804 | $65.98M |
| WELLS FARGO & COMPANY/MN | 3,017,703 | $65.79M |
| HM PAYSON & CO | 2,726,515 | $59.44M |
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