Truist reports 4.26% iShares Trust stake

Truist Financial Corporation reports beneficial ownership of 75,355,861 shares of an iShares Trust Exchange Traded Fund, representing 4.26% of the class.

Rhea-AI Filing Summary

Truist Financial Corporation reports beneficial ownership of 75,355,861 shares of an iShares Trust Exchange Traded Fund, representing 4.26% of the class. The filing lists sole voting power of 32,526,784 shares and sole dispositive power of 74,788,663 shares. The disclosure is signed by Edward M. Kwiatkowski, Vice President, dated 04/27/2026.

Key Figures

Beneficial ownership: 75,355,861 shares Percent of class: 4.26% Sole voting power: 32,526,784 shares +4 more

7 metrics

Beneficial ownership 75,355,861 shares Amount beneficially owned reported in Item 4

Percent of class 4.26% Percent of class reported in Item 4(b)

Sole voting power 32,526,784 shares Sole power to vote reported in Item 4(c)(i)

Shared voting power 250,911 shares Shared power to vote reported in Item 4(c)(ii)

Sole dispositive power 74,788,663 shares Sole power to dispose reported in Item 4(c)(iii)

Shared dispositive power 504,073 shares Shared power to dispose reported in Item 4(c)(iv)

Filing signature date 04/27/2026 Signature date on the Schedule 13G/A

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power, CUSIP, +1 more

5 terms

Schedule 13G/A regulatory

"Item 1. (a) Name of issuer: iSHARES TRUST"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficial ownership regulatory

"Item 4. (a) Amount beneficially owned: 75355861"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

Sole dispositive power regulatory

"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 74788663"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

CUSIP financial

"Item 2. (d) CUSIP No.: 46429B267"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

Exchange Traded Fund financial

"Item 2. (d) Title of class of securities: Exchange Traded Fund"

A pooled investment that trades on a stock exchange like a single share, giving investors instant exposure to a basket of assets such as stocks, bonds, or commodities. It matters because ETFs let investors buy or sell a diversified slice of the market quickly and usually at low cost — like buying a pre-built portfolio instead of picking individual stocks — which can lower risk and simplify trading strategies.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Truist Financial (TFC) report in iShares Trust?

Truist reports beneficial ownership of 75,355,861 shares, equal to 4.26% of the class. The filing is a Schedule 13G/A amendment identifying voting and dispositive powers and is signed on 04/27/2026.

Does Truist (TFC) have voting control over the iShares Trust shares?

Truist reports sole voting power for 32,526,784 shares and shared voting power for 250,911 shares. The filing breaks out both sole and shared voting authority for the position.

How much dispositive (sale) power does Truist (TFC) hold over the position?

The filing shows sole dispositive power over 74,788,663 shares and shared dispositive power over 504,073 shares, indicating who may direct disposition of the shares.

What CUSIP and security class are reported in the Schedule 13G/A?

The Schedule 13G/A lists CUSIP 46429B267 and identifies the security class as an Exchange Traded Fund issued by iShares Trust at its San Francisco address.

Who filed the Schedule 13G/A on behalf of Truist (TFC)?

The filing was made by Truist Financial Corporation acting as parent for affiliated advisory and banking entities, and signed by Edward M. Kwiatkowski, Vice President, on 04/27/2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/27/2026 - 10:16 AM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

iSHARES TRUST

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

46429B267

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 46429B267

1

Names of Reporting Persons

TRUIST FINANCIAL CORP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NORTH CAROLINA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 32,526,784.00
6	Shared Voting Power 250,911.00
7	Sole Dispositive Power 74,788,663.00
8	Shared Dispositive Power 504,073.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

75,355,861.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.3 %

12

Type of Reporting Person (See Instructions)

IA, HC, BK

SCHEDULE 13G

Item 1.
(a)	Name of issuer: iSHARES TRUST
(b)	Address of issuer's principal executive offices: 400 HOWARD STREET, 400 HOWARD STREET, SAN FRANCISCO, CALIFORNIA, 94105.
Item 2.
(a)	Name of person filing: Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc. an affiliated Registered Investment Advisor and Truist Bank in various fiduciary capacities
(b)	Address or principal business office or, if none, residence: 214 North Tryon Street Charlotte, NC 28202
(c)	Citizenship: Truist Financial Corporation is a North Carolina Corporation; Truist Advisory Services, Inc. is a Delaware Corporation; Truist Bank is North Carolina Commercial Banking Association
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP No.: 46429B267
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 75355861
(b)	Percent of class: 4.26 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 32526784
	(ii) Shared power to vote or to direct the vote: 250911
	(iii) Sole power to dispose or to direct the disposition of: 74788663
	(iv) Shared power to dispose or to direct the disposition of: 504073
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

TRUIST FINANCIAL CORP

Signature:	Edward M. Kwiatkowski
Name/Title:	Vice President
Date:	04/27/2026