Latest Period
Q1 2026
CUSIP: 09290C764
Latest Period
Q1 2026
Institutions Reporting
216
Shares (Excl. Options)
97,244,680
Price
$32.15
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Latest holder context comes from 216 institutions filings for Q1 2026.
Security key
09290C764
Latest holder period
Q1 2026
13F holders
216
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 31 Mar 2026, 216 institutional investors reported holding 97,244,680 shares of iShares International Country Rotation Active ETF - Common Stock (CORO). This represents 18729% 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 |
|---|---|---|---|---|---|
| CWM, LLC | 3122% | 16,208,136 | 1.4% | $521,140,214 | |
| JPMORGAN CHASE & CO | 2974% | 15,443,505 | 0.03% | $480,756,324 | |
| Merit Financial Group, LLC | 959% | 4,981,377 | 1.2% | $160,166,219 | |
| OneDigital Investment Advisors LLC | 756% | 3,926,072 | 1.2% | $126,234,998 | |
| SOFI WEALTH, LLC | 638% | 3,311,784 | 5.1% | $106,483,797 | |
| Foundations Investment Advisors, LLC | 607% | 3,152,557 | 1.3% | $101,364,173 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 455% | 2,360,554 | 0.11% | $75,898,890 | |
| Sanctuary Advisors, LLC | 442% | 2,296,960 | 0.4% | $73,854,156 | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 435% | 2,256,891 | 4.1% | $72,565,818 | |
| AE Wealth Management LLC | 427% | 2,215,558 | 0.39% | $71,236,839 | |
| Thrivent Financial for Lutherans | 343% | 1,780,986 | 0.11% | $57,264,000 | |
| Goldstein Advisors, LLC | 333% | 1,729,914 | 6.2% | $55,621,925 | |
| ENVESTNET ASSET MANAGEMENT INC | 330% | 1,714,332 | 0.01% | $55,120,917 | |
| CreativeOne Wealth, LLC | 329% | 1,708,547 | 1.3% | $54,934,911 | |
| Triad Wealth Partners, LLC | 274% | 1,420,366 | 3.6% | $45,669,028 | |
| West Wealth Group, LLC | 259% | 1,342,357 | 8.5% | $43,160,805 | |
| Ascent Group, LLC | 251% | 1,303,555 | 1.5% | $41,913,206 | |
| Cerity Partners LLC | 245% | 1,271,393 | 0.06% | $40,879,100 | |
| Pettinga Financial Advisors LLC | 191% | 992,179 | 6% | $31,901,532 | |
| Security Financial Services, INC. | 182% | 946,167 | 4.8% | $30,422,108 | |
| Scarborough Advisors, LLC | 175% | 907,870 | 3.2% | $29,190,745 | |
| Kelly Financial Services LLC | 172% | 891,885 | 6.9% | $28,579,603 | |
| Integrated Wealth Concepts LLC | 165% | 859,155 | 0.22% | $27,624,411 | |
| MA Private Wealth | 159% | 824,995 | 4.5% | $26,526,064 | |
| MCMORGAN & CO LLC | 153% | 794,503 | 4.1% | $25,545,655 |
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 Q1 | 97,244,680 | $3,115,208,888 | +$3,096,807,610 | $32.15 | 216 |
| 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 |