IYJ: 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)

344 institutions reported holding $1.05B of Ishares Tr on Form 13F (332 the quarter before). 39 opened a new position and 31 sold out. Shares held by institutions: same.

Largest holdersSharesValue
MORGAN STANLEY767,063$127.83M
BANK OF AMERICA CORP /DE/443,260$73.87M
WELLS FARGO & COMPANY/MN440,201$73.36M
PGIM Custom Harvest LLC389,701$64.94M
LPL Financial LLC328,994$54.83M
MML INVESTORS SERVICES, LLC289,334$48.22M
ROYAL BANK OF CANADA263,826$43.97M
RAYMOND JAMES FINANCIAL INC201,167$33.52M
UBS Group AG178,454$29.74M
Kozak & Associates, Inc.144,050$23.87M

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