Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
25.8M
-
Number of holders
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105
-
Total 13F shares, excl. options
-
8.09M
-
Shares change
-
+977K
-
Total reported value, excl. options
-
$418M
-
Value change
-
+$50.5M
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Number of buys
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64
-
Number of sells
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-47
-
Price
-
$51.78
Significant Holders of iShares AAA CLO Active ETF - Common Stock (CLOA) as of Q1 2025
117 filings reported holding CLOA - iShares AAA CLO Active ETF - Common Stock as of Q1 2025.
iShares AAA CLO Active ETF - Common Stock (CLOA) has 105 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.09M shares
of 25.8M outstanding shares and own 31.35% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (1.2M shares), LPL Financial LLC (858K shares), Brookstone Capital Management (500K shares), Advocacy Wealth Management Services, LLC (489K shares), ENVESTNET ASSET MANAGEMENT INC (458K shares), Pallas Capital Advisors LLC (435K shares), WJ Wealth Management, LLC (385K shares), CacheTech Inc. (341K shares), Adams Wealth Management (323K shares), and Landing Point Financial Group, LLC (231K shares).
This table shows the top 105 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.