Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
25,794,918
-
Number of holders
-
83
-
Total 13F shares, excl. options
-
7,077,972
-
Shares change
-
+1,781,812
-
Total reported value, excl. options
-
$366,437,701
-
Value change
-
+$92,216,113
-
Number of buys
-
39
-
Number of sells
-
-44
-
Price
-
$51.77
Significant Holders of iShares AAA CLO Active ETF - Common Stock (CLOA) as of Q4 2024
95 filings reported holding CLOA - iShares AAA CLO Active ETF - Common Stock as of Q4 2024.
iShares AAA CLO Active ETF - Common Stock (CLOA) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,077,972 shares
of 25,794,918 outstanding shares and own 27% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (1,201,765 shares), ENVESTNET ASSET MANAGEMENT INC (926,407 shares), LPL Financial LLC (633,649 shares), Brookstone Capital Management (499,559 shares), BANK OF AMERICA CORP /DE/ (408,513 shares), Pallas Capital Advisors LLC (391,778 shares), CacheTech Inc. (320,169 shares), Adams Wealth Management (307,386 shares), COMMONWEALTH EQUITY SERVICES, LLC (213,203 shares), and Cetera Investment Advisers (211,071 shares).
This table shows the top 83 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.