Truist Financial (NYSE: TFC) holds 1.45M shares (5.57%) of iShares ETF

Rhea-AI Filing Summary

Truist Financial Corporation reports beneficial ownership of 1,446,446 shares of iShares Trust exchange traded fund, representing 5.57% of the class. The filing states Truist has sole dispositive power over 1,446,446 shares and no sole or shared voting power.

The disclosure is provided on Schedule 13G and was signed by an authorized officer on 07/08/2026. The issuer CUSIP is 464287192.

Insights

Institutional Ownership Analyst

Truist reports a passive 5.57% stake in an iShares ETF with dispositive control but no voting power.

The filing shows 1,446,446 shares beneficially owned with sole dispositive power. The filing format (Schedule 13G) typically indicates a passive or qualifying institutional holding rather than an activist intent.

Documented voting powers are zero; subsequent filings would disclose any voting changes. The timing and transaction history are not included in this excerpt.

Key Figures

Beneficially owned shares: 1,446,446 shares Percent of class: 5.57% Sole dispositive power: 1,446,446 shares +4 more

7 metrics

Beneficially owned shares 1,446,446 shares Amount beneficially owned reported on Schedule 13G

Percent of class 5.57% Percent of class as reported in Item 4(b)

Sole dispositive power 1,446,446 shares Number of shares with sole power to dispose

Sole voting power 0 Number of shares with sole power to vote

Shared voting power 0 Number of shares with shared power to vote

Filing signature date 07/08/2026 Signature date in the excerpt

CUSIP 464287192 Issuer CUSIP for the Exchange Traded Fund

Key Terms

Schedule 13G, Beneficial ownership, Sole dispositive power

3 terms

Schedule 13G regulatory

"Item 2 and the filing header identify the form as Schedule 13G"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Beneficial ownership financial

"Item 4(a) states 'Amount beneficially owned: 1446446'"

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) lists 'Sole power to dispose or to direct the disposition of: 1446446'"

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.

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

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Available on EDGAR 07/08/2026 - 07:19 PM Accepted by SEC EDGAR 07/08/2026 - 09:54 AM Learn about SEC filing dates

FAQ

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

Truist reports beneficial ownership of 1,446,446 shares, representing 5.57% of the class. This position is disclosed on a Schedule 13G filed and signed on 07/08/2026.

Does Truist have voting control over the iShares Trust shares it holds?

No. The Schedule 13G shows 0 sole voting power and 0 shared voting power. Truist reports only dispositive power, not the ability to vote the shares.

What type of authority does Truist claim over the reported shares?

Truist reports sole dispositive power over 1,446,446 shares, meaning it can direct disposition. The filing lists no shared dispositive power and no voting authority.

When was the Schedule 13G filed and who signed it for Truist?

The disclosure is dated and signed 07/08/2026. The signature block shows Caroline D. Hoang, Assistant Vice President as the signing representative for Truist.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

iSHARES TRUST

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

464287192

(CUSIP Number)

06/30/2026

(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): 464287192

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 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,446,446.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,446,446.00

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)

5.6 %

12

Type of Reporting Person (See Instructions)

IA, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: iSHARES TRUST
(b)	Address of issuer's principal executive offices: 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
(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
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP Number(s): 464287192
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: 1446446
(b)	Percent of class: 5.57 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1446446
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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:	Caroline D. Hoang
Name/Title:	Assistant Vice President
Date:	07/08/2026