Security Snapshot

iShares International Country Rotation Active ETF - Common Stock (CORO) Institutional Ownership

CUSIP: 09290C764

13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

207

Shares (Excl. Options)

95,113,114

Price

$32.15

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Type / Class
Equity / Common Stock
Symbol
CORO
Shares outstanding
519,231
Price per share
$34.00
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
95,113,114
Total reported value
$3,046,689,668
% of total 13F portfolios
0.03%
Share change
+94,616,892
Value change
+$3,030,717,598
Number of holders
207
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CORO - iShares International Country Rotation Active ETF - Common Stock is tracked under CUSIP 09290C764.
  • 207 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 8 to 207 between Q4 2025 and Q1 2026.
  • Reported value moved from $14,130,560 to $3,046,689,668.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 207 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 09290C764?
CUSIP 09290C764 identifies CORO - iShares International Country Rotation Active ETF - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of iShares International Country Rotation Active ETF - Common Stock (CORO) based on Schedule 13D/G filings

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, 207 institutional investors reported holding 95,113,114 shares of iShares International Country Rotation Active ETF - Common Stock (CORO). This represents 18318% of the company’s total 519,231 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares International Country Rotation Active ETF - Common Stock (CORO) together control 14339% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

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
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
Detalus Advisors, LLC 146% 757,477 5.6% $24,355,155

Institutional Holders of iShares International Country Rotation Active ETF - Common Stock (CORO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 95,113,114 $3,046,689,668 +$3,030,717,598 $32.15 207
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
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