Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
21,402,292
-
Total 13F shares
-
9,631,743
-
Share change
-
+2,868,992
-
Total reported value
-
$289,991,271
-
Price per share
-
$30.11
-
Number of holders
-
81
-
Value change
-
+$86,434,207
-
Number of buys
-
66
-
Number of sells
-
18
Institutional Holders of iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI) as of Q2 2025
As of 30 Jun 2025,
iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI) was held by
81 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,631,743 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, AMERIPRISE FINANCIAL INC, Vestmark Advisory Solutions, Inc., LPL Financial LLC, EWG Elevate Inc., Cetera Investment Advisers, COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., MORGAN STANLEY, and JPMORGAN CHASE & CO.
This page lists
82
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* 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.