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

CUSIP: 09290C863

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / COMMON STOCK
Shares outstanding
21,402,292
Total 13F shares
10,823,056
Share change
+1,089,683
Total reported value
$343,251,127
Price per share
$31.74
Number of holders
101
Value change
+$34,635,343
Number of buys
74
Number of sells
27

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.

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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 Q3 2025

As of 30 Sep 2025, iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI) was held by 101 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 10,823,056 shares. The largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, AMERIPRISE FINANCIAL INC, EWG Elevate Inc., Cetera Investment Advisers, Vestmark Advisory Solutions, Inc., OSAIC HOLDINGS, INC., MORGAN STANLEY, BANK OF AMERICA CORP /DE/, and JPMORGAN CHASE & CO. This page lists 101 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
81
Q3 2025 holders
101
Holder diff
20
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 Value $ Q3 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.