IUSV: 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)
815 institutions reported holding $22.08B of Ishares Tr on Form 13F (793 the quarter before). 63 opened a new position and 42 sold out. Shares held by institutions: +3%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 87,142,505 | $9.60B |
| LPL Financial LLC | 17,438,274 | $1.92B |
| MORGAN STANLEY | 9,794,840 | $1.08B |
| JONES FINANCIAL COMPANIES LLLP | 8,102,785 | $889.94M |
| ENVESTNET ASSET MANAGEMENT INC | 7,575,951 | $834.48M |
| SIGNATUREFD, LLC | 4,871,244 | $536.57M |
| Kestra Investment Management, LLC | 4,464,120 | $491.72M |
| Blue Trust, Inc. | 4,235,766 | $466.57M |
| ASPIRIANT, LLC | 3,685,507 | $405.96M |
| Merit Financial Group, LLC | 2,976,786 | $327.89M |
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