| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 6.5% | +32% | $88,812,413 | +$23,409,774 | 1,716,361 | +36% | BlackRock Portfolio Management LLC | 31 Dec 2025 |
As of 31 Dec 2025, 168 institutional investors reported holding 17,136,002 shares of iShares AAA CLO Active ETF - Common Stock (CLOA). This represents 65% of the company’s total 26,405,554 outstanding shares.
The largest institutional shareholders of iShares AAA CLO Active ETF - Common Stock (CLOA) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 6.6% | 1,731,327 | +13% | 0.02% | $89,586,789 |
| BlackRock, Inc. | 6.5% | 1,716,361 | +36% | 0% | $88,812,414 |
| ENVESTNET ASSET MANAGEMENT INC | 6.4% | 1,698,310 | +39% | 0.03% | $87,878,351 |
| JPMORGAN CHASE & CO | 4.3% | 1,145,717 | +708% | 0% | $59,284,706 |
| Advocacy Wealth Management, LLC | 2.8% | 741,479 | +11% | 1.6% | $38,367,542 |
| Pallas Capital Advisors LLC | 2.1% | 559,818 | +11% | 0.96% | $28,967,575 |
| INSPIRION WEALTH ADVISORS, LLC | 1.9% | 499,926 | 3.2% | $25,868,492 | |
| Cetera Investment Advisers | 1.7% | 447,457 | +42% | 0.03% | $23,153,439 |
| BANK OF AMERICA CORP /DE/ | 1.5% | 400,000 | +661% | 0% | $20,697,600 |
| Betterment LLC | 1.2% | 324,160 | 0.03% | $16,772,000 | |
| MML INVESTORS SERVICES, LLC | 1.1% | 288,270 | +48% | 0.04% | $14,916,391 |
| BAR HARBOR WEALTH MANAGEMENT | 1.1% | 285,008 | +10% | 0.85% | $14,747,625 |
| Vestmark Advisory Solutions, Inc. | 1.1% | 280,340 | +104% | 0.2% | $14,506,081 |
| Landing Point Financial Group, LLC | 1% | 270,956 | +6% | 7% | $14,020,531 |
| Goldstone Financial Group, LLC | 1% | 264,084 | +5.2% | 1.5% | $13,664,900 |
| MORGAN STANLEY | 0.94% | 247,780 | +58% | 0% | $12,821,316 |
| Ferguson Shapiro LLC | 0.89% | 235,865 | +34% | 3.8% | $12,204,728 |
| AE Wealth Management LLC | 0.88% | 231,742 | +7.5% | 0.07% | $11,991,360 |
| Cascade Wealth Advisors, Inc | 0.86% | 226,517 | +19% | 5.4% | $11,782,308 |
| CacheTech Inc. | 0.83% | 218,781 | -20% | 2.1% | $11,320,755 |
| DRIVE WEALTH MANAGEMENT, LLC | 0.83% | 218,506 | +38% | 2.2% | $11,306,522 |
| ASSETMARK, INC | 0.79% | 208,743 | +28% | 0.02% | $10,801,323 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.77% | 204,515 | +59% | 0.01% | $10,582,530 |
| Adams Wealth Management | 0.73% | 193,352 | -21% | 2.1% | $10,004,941 |
| Envestnet Portfolio Solutions, Inc. | 0.71% | 188,350 | +86% | 0.03% | $9,746,074 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 17,136,002 | $886,614,266 | -$4,955,202 | $51.74 | 168 |
| 2025 Q3 | 16,652,035 | $865,122,779 | +$319,781,181 | $51.96 | 149 |
| 2025 Q2 | 10,448,259 | $542,410,684 | +$122,405,756 | $51.92 | 125 |
| 2025 Q1 | 8,086,142 | $417,682,443 | +$50,491,700 | $51.78 | 105 |
| 2024 Q4 | 7,077,972 | $366,437,701 | +$92,216,113 | $51.77 | 83 |
| 2024 Q3 | 5,242,975 | $272,444,583 | +$57,411,676 | $51.97 | 80 |
| 2024 Q2 | 3,650,163 | $189,555,785 | +$140,425,080 | $51.94 | 77 |
| 2024 Q1 | 712,724 | $36,868,688 | +$18,389,193 | $51.73 | 21 |
| 2023 Q4 | 368,952 | $18,913,027 | +$2,920,468 | $51.26 | 16 |
| 2023 Q3 | 311,674 | $15,987,208 | -$3,130,003 | $51.30 | 10 |
| 2023 Q2 | 372,749 | $18,965,956 | -$1,545,325 | $50.88 | 7 |
| 2023 Q1 | 404,907 | $20,455,901 | +$20,455,901 | $50.52 | 5 |