IBTH: 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)
315 institutions reported holding $1.82B of Ishares Tr on Form 13F (314 the quarter before). 20 opened a new position and 17 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| HM PAYSON & CO | 6,611,440 | $147.90M |
| BANK OF AMERICA CORP /DE/ | 4,312,834 | $96.48M |
| MORGAN STANLEY | 3,823,870 | $85.54M |
| NorthCoast Asset Management LLC | 3,259,854 | $72.92M |
| GLOBALT Investments LLC / GA | 2,943,106 | $65.84M |
| MERCER GLOBAL ADVISORS INC /ADV | 2,688,763 | $60.15M |
| NewEdge Advisors, LLC | 2,039,948 | $45.63M |
| ENVESTNET ASSET MANAGEMENT INC | 2,024,159 | $45.28M |
| WELLS FARGO & COMPANY/MN | 1,991,715 | $44.55M |
| LPL Financial LLC | 1,921,980 | $42.99M |
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