IYE: 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)

329 institutions reported holding $789.86M of Ishares Tr on Form 13F (332 the quarter before). 36 opened a new position and 42 sold out. Shares held by institutions: -9%.

Largest holdersSharesValue
MORGAN STANLEY1,776,177$100.51M
PGIM Custom Harvest LLC1,567,303$88.69M
BANK OF AMERICA CORP /DE/1,050,052$59.42M
WELLS FARGO & COMPANY/MN895,697$50.69M
GOLDMAN SACHS GROUP INC735,680$41.63M
LPL Financial LLC671,026$37.97M
UBS Group AG594,593$33.65M
Three Seasons Wealth, LLC337,812$19.12M
ROYAL BANK OF CANADA325,427$18.42M
AMERIPRISE FINANCIAL INC311,726$17.64M

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