VLUE: 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)
628 institutions reported holding $6.66B of Ishares Tr on Form 13F (554 the quarter before). 110 opened a new position and 36 sold out. Shares held by institutions: -37%.
| Largest holders | Shares | Value |
|---|---|---|
| Mason Investment Advisory Services, Inc. | 4,471,056 | $893.36M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,302,880 | $659.95M |
| Matson Money. Inc. | 2,285,925 | $456.75M |
| BANK OF AMERICA CORP /DE/ | 1,481,507 | $296.02M |
| BlackRock, Inc. | 1,344,791 | $268.70M |
| MERCER GLOBAL ADVISORS INC /ADV | 1,127,613 | $225.31M |
| Wharton Business Group, LLC | 1,066,732 | $213.14M |
| ENVESTNET ASSET MANAGEMENT INC | 1,033,896 | $206.58M |
| LPL Financial LLC | 981,271 | $196.07M |
| MORGAN STANLEY | 924,975 | $184.82M |
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