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

CUSIP: 09290C863

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / COMMON STOCK
Shares outstanding
21,402,292
Total 13F shares
6,775,909
Share change
+1,741,723
Total reported value
$195,028,987
Price per share
$28.79
Number of holders
75
Value change
+$49,950,331
Number of buys
63
Number of sells
14

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?
Open the full security ownership history page.

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 Q1 2025

As of 31 Mar 2025, iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI) was held by 75 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,775,909 shares. The largest 10 holders included AMERIPRISE FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, EWG Elevate Inc., LPL Financial LLC, BlackRock, Inc., Vestmark Advisory Solutions, Inc., Cetera Investment Advisers, U.S. Capital Wealth Advisors, LLC, OSAIC HOLDINGS, INC., and COMMONWEALTH EQUITY SERVICES, LLC. This page lists 76 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
59
Q1 2025 holders
75
Holder diff
16
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 Value $ Q1 2025 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.
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