How many institutions held BALI - iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK in Q2 2024?

12 institutional investors reported BALI - iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK for Q2 2024. Use the holders table for investor-level position and value details.

iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI)

Q: What does CUSIP 09290C863 represent in this 13F holders report?

CUSIP 09290C863 is the security identifier for BALI - iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK used to aggregate holder disclosures.

CUSIP: 09290C863

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class: Equity / COMMON STOCK
Shares outstanding: 21,402,292
Total 13F shares: 949,540
Share change: +530,351
Total reported value: $28,087,356
Price per share: $29.58
Number of holders: 12
Value change: +$15,687,872
Number of buys: 9
Number of sells: 4

Quarterly Holders Quick Answers

What is CUSIP 09290C863?
CUSIP 09290C863 identifies BALI - iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK in SEC institutional holdings data.

Need full ownership history?
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Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2024
Previous quarter: Q1 2024

Recent filing periods for CUSIP 09290C863:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of BALI - iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI) as of Q2 2024

As of 30 Jun 2024, iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI) was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 949,540 shares. The largest 10 holders included EWG Elevate Inc., BlackRock Inc., 3EDGE Asset Management, LP, OSAIC HOLDINGS, INC., OneDigital Investment Advisors LLC, OLD MISSION CAPITAL LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Semus Wealth Partners LLC, U.S. Capital Wealth Advisors, LLC, and Kelly Financial Services LLC. This page lists 12 institutional shareholders reporting positions in this security for the Q2 2024 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders

Q2 2024 holders

Holder diff

Investor	Q1 2024 Shares	Q2 2024 Shares	Share Diff	Share Chg %	Q1 2024 Value $	Q2 2024 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* 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.