IGM: 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)

562 institutions reported holding $5.12B of Ishares Tr on Form 13F (511 the quarter before). 74 opened a new position and 24 sold out. Shares held by institutions: -5%.

Largest holdersSharesValue
BANK OF AMERICA CORP /DE/3,232,078$528.70M
MORGAN STANLEY2,351,927$384.73M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2,102,124$343.87M
RAYMOND JAMES FINANCIAL INC1,659,888$271.52M
ENVESTNET ASSET MANAGEMENT INC1,655,001$270.73M
LPL Financial LLC1,358,497$222.22M
ROYAL BANK OF CANADA1,194,984$195.47M
Cerity Partners LLC944,121$154.44M
TRUIST FINANCIAL CORP933,207$152.65M
JPMORGAN CHASE & CO913,067$146.00M

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