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 Q3 2026

13F reference period

Q2 2026

Institutions Reporting

409

Shares (Excl. Options)

210.05MFull value: 210,052,585 · shares · 30 Jun 2026

Price

$36.60

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.04%
Share change
+129,325,404
Value change
+$4,731,470,040
Number of holders
409
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
519,231
SEC-reported price per share
$35.97
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • CORO - iShares International Country Rotation Active ETF - Common Stock is tracked under CUSIP 09290C764.
  • 409 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 220 to 409 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $3.12BFull value: $3,121,403,645 · USD · 31 Mar 2026
    to
    $7.68BFull value: $7,679,766,406 · USD · 30 Jun 2026
    .

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 409 institutions filings for Q2 2026.

Open SEC evidence

Security key

09290C764

13F reference period

Q2 2026

13F holders

409

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
CORO
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, 409 institutional investors reported holding
210.05MFull value: 210,052,585 · shares · 30 Jun 2026
shares of iShares International Country Rotation Active ETF - Common Stock (CORO). This represents 40455% of the company’s total
519.23KFull value: 519,231 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
28549%
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

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
8
Headline period
Q2 2026
Rows shown
1-8 of 8
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 59,941,734 $2,177,848,027 +$475,145,261 $36.35 193
2026 Q2 210,052,585 $7,679,766,406 +$4,731,470,040 $36.60 409
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
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