Latest Period
Q1 2026
Security Snapshot
iShares AAA CLO Active ETF - Common Stock (CLOA) Institutional Ownership
CUSIP: 092528504
13F Institutional Holders and Ownership History from Q1 2023 to Q1 2026
Institutions Reporting
215
Shares (Excl. Options)
28,785,836
Price
$51.84
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- Security type / class
- Equity / Common Stock
- Symbol
- CLOA
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 28,785,836
- Total 13F value
- $1,491,368,115
- Portfolio coverage rank
- 0.02%
- Share change
- +11,472,382
- Value change
- +$594,007,290
- Number of holders
- 215
- Shares outstanding
- 26,405,554
- SEC-reported price per share
- $51.89
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CLOA - iShares AAA CLO Active ETF - Common Stock is tracked under CUSIP 092528504.
- 215 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 172 to 215 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $888,807,400 to $1,491,368,115.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 215 institutions filings for Q1 2026.
Security key
092528504
Latest holder period
Q1 2026
13F holders
215
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 092528504:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
CLOA
| 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 Mar 2026, 215 institutional investors reported holding 28,785,836 shares of iShares AAA CLO Active ETF - Common Stock (CLOA). This represents 109% of the company’s total 26,405,554 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
82%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 23% | 6,186,664 | 9.3% | $320,685,979 | |
| ENVESTNET ASSET MANAGEMENT INC | 10% | 2,670,777 | +57% | 0.04% | $138,439,734 |
| BlackRock, Inc. | 7.9% | 2,097,359 | +22% | 0% | $108,716,605 |
| LPL Financial LLC | 7.3% | 1,939,891 | +12% | 0.03% | $100,554,241 |
| Advocacy Wealth Management, LLC | 4% | 1,053,787 | +42% | 2.4% | $54,623,033 |
| MORGAN STANLEY | 3.1% | 825,489 | +233% | 0% | $42,789,265 |
| Cetera Investment Advisers | 2.2% | 587,388 | +31% | 0.03% | $30,447,268 |
| INSPIRION WEALTH ADVISORS, LLC | 2.1% | 563,343 | +13% | 3.6% | $29,200,875 |
| JPMORGAN CHASE & CO | 2% | 537,727 | -53% | 0% | $27,862,522 |
| Pallas Capital Advisors LLC | 1.9% | 512,982 | -8.4% | 1% | $26,590,440 |
| CenturyLink Investment Management Co | 1.9% | 511,600 | 15% | $26,518,786 | |
| MML INVESTORS SERVICES, LLC | 1.7% | 440,930 | +53% | 0.06% | $22,855,608 |
| Vestmark Advisory Solutions, Inc. | 1.7% | 440,508 | +57% | 0.25% | $22,833,743 |
| Betterment LLC | 1.3% | 348,450 | +7.5% | 0.03% | $18,064,000 |
| August Group Capital Ltd | 1.2% | 316,340 | +78% | 19% | $16,397,486 |
| Goldstone Financial Group, LLC | 1.2% | 303,923 | +15% | 1.7% | $15,753,868 |
| Landing Point Financial Group, LLC | 1.1% | 298,253 | +10% | 7.5% | $15,459,936 |
| OneDigital Investment Advisors LLC | 1.1% | 292,367 | +152% | 0.15% | $15,154,860 |
| ASSETMARK, INC | 1.1% | 289,664 | +39% | 0.03% | $15,014,733 |
| AE Wealth Management LLC | 1% | 274,373 | +18% | 0.08% | $14,222,114 |
| Envestnet Portfolio Solutions, Inc. | 1% | 270,914 | +44% | 0.08% | $14,042,827 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.98% | 258,633 | +26% | 0.02% | $13,406,220 |
| Cascade Wealth Advisors, Inc | 0.91% | 239,300 | +5.6% | 5.7% | $12,413,668 |
| CacheTech Inc. | 0.82% | 217,080 | -0.78% | 2.2% | $11,252,361 |
| STAR Financial Bank | 0.81% | 213,408 | +15% | 5.2% | $11,062,004 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Latest
Q1 2026
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 28,785,836 | $1,491,368,115 | +$594,007,290 | $51.84 | 215 |
| 2025 Q4 | 17,175,162 | $888,807,400 | -$4,148,572 | $51.74 | 172 |
| 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 |