IYW: 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)
1,306 institutions reported holding $12.89B of Ishares Tr on Form 13F (1,183 the quarter before). 160 opened a new position and 46 sold out. Shares held by institutions: +3%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 4,965,507 | $1.25B |
| PGIM Custom Harvest LLC | 4,549,815 | $1.15B |
| BANK OF AMERICA CORP /DE/ | 3,434,260 | $866.22M |
| LPL Financial LLC | 3,035,854 | $765.73M |
| UBS Group AG | 1,727,967 | $435.85M |
| WELLS FARGO & COMPANY/MN | 1,482,795 | $374.01M |
| RAYMOND JAMES FINANCIAL INC | 1,435,567 | $362.09M |
| ENVESTNET ASSET MANAGEMENT INC | 1,352,659 | $341.17M |
| JPMORGAN CHASE & CO | 1,337,767 | $329.37M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,261,481 | $310.59M |
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