TLH: 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)

613 institutions reported holding $10.56B of Ishares Tr on Form 13F (635 the quarter before). 48 opened a new position and 71 sold out. Shares held by institutions: -6%.

Largest holdersSharesValue
ENVESTNET ASSET MANAGEMENT INC19,652,832$1.97B
Forum Financial Management, LP9,680,967$971.49M
BANK OF AMERICA CORP /DE/7,056,628$708.13M
LPL Financial LLC6,711,248$673.47M
BlackRock, Inc.4,710,306$472.68M
MORGAN STANLEY3,540,643$355.30M
JPMORGAN CHASE & CO3,490,075$353.61M
TRUIST FINANCIAL CORP3,002,613$301.31M
AMERIPRISE FINANCIAL INC2,455,071$246.01M
ASSETMARK, INC2,446,904$245.55M

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