IBTG: 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)
320 institutions reported holding $1.84B of Ishares Tr on Form 13F (323 the quarter before). 22 opened a new position and 22 sold out. Shares held by institutions: -2%.
| Largest holders | Shares | Value |
|---|---|---|
| HM PAYSON & CO | 5,657,354 | $129.50M |
| BANK OF AMERICA CORP /DE/ | 4,303,932 | $98.52M |
| MORGAN STANLEY | 3,991,582 | $91.37M |
| NorthCoast Asset Management LLC | 3,459,551 | $79.19M |
| NewEdge Advisors, LLC | 2,698,260 | $61.76M |
| LPL Financial LLC | 2,504,018 | $57.32M |
| MERCER GLOBAL ADVISORS INC /ADV | 2,437,085 | $55.78M |
| WELLS FARGO & COMPANY/MN | 2,394,076 | $54.80M |
| Capital Investment Advisors, LLC | 2,337,874 | $53.51M |
| Connecticut Wealth Management, LLC | 1,924,924 | $44.06M |
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