| 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 30 Sep 2025, 148 institutional investors reported holding 16,624,232 shares of iShares AAA CLO Active ETF - Common Stock (CLOA). This represents 63% 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 52% 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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 16% | 4,285,282 | 12% | $222,684,679 | |
| LPL Financial LLC | 5.8% | 1,533,884 | +37% | 0.02% | $79,708,272 |
| BlackRock, Inc. | 4.8% | 1,263,951 | +3.4% | 0% | $65,681,213 |
| ENVESTNET ASSET MANAGEMENT INC | 4.6% | 1,220,985 | +51% | 0.02% | $63,448,488 |
| Advocacy Wealth Management, LLC | 2.5% | 667,995 | +27% | 1.5% | $34,712,360 |
| Pallas Capital Advisors LLC | 1.9% | 502,315 | +5.3% | 0.96% | $26,102,785 |
| Brookstone Capital Management | 1.9% | 501,587 | -0.95% | 0.31% | $26,064,996 |
| Cetera Investment Advisers | 1.2% | 315,489 | +24% | 0.02% | $16,394,435 |
| CacheTech Inc. | 1% | 274,360 | -0.21% | 2.9% | $14,257,136 |
| BAR HARBOR WEALTH MANAGEMENT | 0.98% | 258,957 | +37% | 0.81% | $13,456,701 |
| Landing Point Financial Group, LLC | 0.97% | 255,721 | +5.7% | 6.9% | $13,288,549 |
| Goldstone Financial Group, LLC | 0.95% | 251,021 | +2.1% | 1.5% | $13,044,308 |
| Adams Wealth Management | 0.93% | 245,030 | -5.1% | 2.7% | $12,733,003 |
| AE Wealth Management LLC | 0.82% | 215,524 | +14% | 0.07% | $11,199,773 |
| MML INVESTORS SERVICES, LLC | 0.74% | 195,429 | +87% | 0.03% | $10,155,470 |
| Cascade Wealth Advisors, Inc | 0.72% | 190,491 | +36% | 4.9% | $9,866,456 |
| Ferguson Shapiro LLC | 0.67% | 175,781 | +17% | 3% | $9,134,435 |
| Constellation Investments, Inc. | 0.66% | 174,130 | +61% | 0.42% | $9,048,666 |
| Kovitz Investment Group Partners, LLC | 0.65% | 171,071 | +0.12% | 0.03% | $8,889,726 |
| ASSETMARK, INC | 0.62% | 163,424 | +44% | 0.02% | $8,492,328 |
| DRIVE WEALTH MANAGEMENT, LLC | 0.6% | 158,424 | 1.7% | $8,232,525 | |
| MORGAN STANLEY | 0.59% | 156,798 | +8.6% | 0% | $8,148,024 |
| STAR Financial Bank | 0.55% | 146,349 | +134% | 4.5% | $7,605,026 |
| JPMORGAN CHASE & CO | 0.54% | 141,784 | +4% | 0% | $7,367,844 |
| Vestmark Advisory Solutions, Inc. | 0.52% | 137,328 | -49% | 0.14% | $7,136,255 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,781,549 | $92,188,302 | +$4,624,677 | $51.74 | 31 |
| 2025 Q3 | 16,624,232 | $863,678,217 | +$318,876,698 | $51.96 | 148 |
| 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 |