Latest Period
Q2 2026
CUSIP: 09290C764
Latest Period
Q2 2026
Institutions Reporting
408
Shares (Excl. Options)
209,815,856
Price
$36.60
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
Latest holder context comes from 408 institutions filings for Q2 2026.
Security key
09290C764
Latest holder period
Q2 2026
13F holders
408
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 09290C764:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Weil Company, Inc. | 49% | +15% | $8,448,508 | +$1,175,994 | 247,975 | +16% | Weil Company, Inc. | 28 Feb 2026 |
| BlackRock Portfolio Management LLC | 26% | -28% | $4,599,450 | -$1,533,150 | 135,000 | -25% | BlackRock Portfolio Management LLC | 28 Feb 2026 |
As of 30 Jun 2026, 408 institutional investors reported holding 209,815,856 shares of iShares International Country Rotation Active ETF - Common Stock (CORO). This represents 40409% of the company’s total 519,231 outstanding shares.
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 9645% | 50,080,513 | +2821% | 0.43% | $1,832,945,508 |
| JPMORGAN CHASE & CO | 3460% | 17,966,600 | +16% | 0.04% | $653,624,939 |
| LPL Financial LLC | 2481% | 12,884,432 | 0.11% | $471,570,221 | |
| Merit Financial Group, LLC | 1106% | 5,742,774 | +15% | 1.3% | $210,185,521 |
| MORGAN STANLEY | 1049% | 5,446,981 | 0.01% | $199,359,537 | |
| PARK AVENUE SECURITIES LLC | 828% | 4,299,492 | +23481% | 0.98% | $157,361,000 |
| Envestnet Portfolio Solutions, Inc. | 809% | 4,199,757 | +22676% | 0.74% | $153,711,106 |
| OneDigital Investment Advisors LLC | 803% | 4,167,088 | +6.1% | 1.3% | $152,515,422 |
| MML INVESTORS SERVICES, LLC | 743% | 3,856,635 | +6360% | 0.29% | $141,152,858 |
| SOFI WEALTH, LLC | 671% | 3,481,503 | +5.1% | 5.1% | $127,423,006 |
| Foundations Investment Advisors, LLC | 667% | 3,464,938 | +9.9% | 1.3% | $126,816,731 |
| Cetera Investment Advisers | 568% | 2,947,493 | 0.1% | $107,878,260 | |
| Sanctuary Advisors, LLC | 541% | 2,809,906 | +22% | 0.48% | $102,842,560 |
| Bank of New York Mellon Corp | 537% | 2,789,325 | +462% | 0.02% | $102,089,293 |
| COMMONWEALTH EQUITY SERVICES, LLC | 519% | 2,694,037 | +14% | 0.12% | $98,601,750 |
| Arax Advisory Partners | 507% | 2,633,020 | +385% | 0.64% | $96,368,556 |
| Janney Montgomery Scott LLC | 479% | 2,487,698 | 0.18% | $91,050,000 | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 463% | 2,402,506 | +6.5% | 4.3% | $87,931,720 |
| AE Wealth Management LLC | 452% | 2,346,094 | +5.9% | 0.4% | $85,867,057 |
| Thrivent Financial for Lutherans | 429% | 2,228,781 | +25% | 0.14% | $81,533,000 |
| Goldstein Advisors, LLC | 381% | 1,975,843 | +14% | 6.6% | $72,315,854 |
| Triad Wealth Partners, LLC | 366% | 1,902,690 | +34% | 4.1% | $68,268,523 |
| Advocacy Wealth Management, LLC | 364% | 1,889,296 | 2.5% | $69,148,234 | |
| CreativeOne Wealth, LLC | 348% | 1,806,369 | +5.7% | 1.4% | $66,113,106 |
| JB Capital LLC | 334% | 1,733,667 | 2.2% | $63,452,212 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 209,815,856 | $7,671,102,122 | +$4,722,805,758 | $36.60 | 408 |
| 2026 Q1 | 97,437,345 | $3,121,403,645 | +$3,103,002,367 | $32.15 | 220 |
| 2025 Q4 | 454,730 | $14,130,560 | +$1,935,977 | $31.07 | 8 |
| 2025 Q3 | 392,429 | $11,893,388 | +$2,682,149 | $30.31 | 5 |
| 2025 Q2 | 303,930 | $8,644,590 | +$2,239,281 | $28.44 | 2 |
| 2025 Q1 | 228,342 | $5,774,769 | -$138,412 | $25.29 | 3 |
| 2024 Q4 | 233,815 | $5,558,531 | +$5,558,531 | $23.77 | 3 |