IDV: 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)
632 institutions reported holding $4.56B of Ishares Tr on Form 13F (608 the quarter before). 53 opened a new position and 30 sold out. Shares held by institutions: -3%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 14,500,643 | $600.76M |
| MORGAN STANLEY | 8,538,854 | $353.76M |
| WELLS FARGO & COMPANY/MN | 5,612,695 | $232.53M |
| ENVESTNET ASSET MANAGEMENT INC | 4,526,887 | $187.55M |
| MERCER GLOBAL ADVISORS INC /ADV | 4,022,070 | $166.63M |
| AMERIPRISE FINANCIAL INC | 4,020,717 | $166.02M |
| UBS Group AG | 3,849,528 | $159.49M |
| LPL Financial LLC | 3,678,911 | $152.42M |
| Bank of New York Mellon Corp | 2,851,073 | $118.12M |
| ROYAL BANK OF CANADA | 2,485,729 | $102.98M |
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