Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
26,405,554
-
Total 13F shares
-
8,086,142
-
Share change
-
+977,479
-
Total reported value
-
$417,682,443
-
Price per share
-
$51.78
-
Number of holders
-
105
-
Value change
-
+$50,491,700
-
Number of buys
-
64
-
Number of sells
-
47
Institutional Holders of iShares AAA CLO Active ETF - Common Stock (CLOA) as of Q1 2025
As of 31 Mar 2025,
iShares AAA CLO Active ETF - Common Stock (CLOA) was held by
105 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,086,142 shares.
The largest 10 holders included
BlackRock, Inc., LPL Financial LLC, Brookstone Capital Management, Advocacy Wealth Management Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Pallas Capital Advisors LLC, WJ Wealth Management, LLC, CacheTech Inc., Adams Wealth Management, and Landing Point Financial Group, LLC.
This page lists
105
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.