iShares AAA CLO Active ETF - Common Stock (CLOA)

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.