Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / Common Stock
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Shares outstanding
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5.24M
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Number of holders
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19
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Total 13F shares, excl. options
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2.4M
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Shares change
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+582K
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Total reported value, excl. options
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$118M
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Value change
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+$28.7M
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Number of buys
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14
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Number of sells
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-2
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Price
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$49.32
Significant Holders of iShares Total Return Active ETF - Common Stock (BRTR) as of Q4 2024
19 filings reported holding BRTR - iShares Total Return Active ETF - Common Stock as of Q4 2024.
iShares Total Return Active ETF - Common Stock (BRTR) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.4M shares
of 5.24M outstanding shares and own 45.76% of the company stock.
Largest 10 shareholders include BlackRock, Inc. (1M shares), Weil Company, Inc. (292K shares), JPMORGAN CHASE & CO (273K shares), Forthright Family Wealth Advisory LLC (266K shares), CFS Investment Advisory Services, LLC (240K shares), SWP FINANCIAL LLC (124K shares), Taylor & Morgan Wealth Management, LLC (45K shares), JANE STREET GROUP, LLC (43.1K shares), CITADEL ADVISORS LLC (33.8K shares), and ShoreHaven Wealth Partners, LLC (32.9K shares).
This table shows the top 19 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.