iShares International Equity Factor Rotation Active ETF - Common Stock (IDYN) Institutional Ownership

13F Institutional Holders and Ownership History for Q3 2025

Type / Class
Equity / Common Stock
Symbol
IDYN
Shares outstanding
3,842,244
Price per share
$28.16
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
819,064
Total reported value
$67,638,283
% of total 13F portfolios
0%
Share change
+806,254
Value change
+$66,580,457
Number of holders
15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares International Equity Factor Rotation Active ETF - Common Stock (IDYN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 85% -12% $92,400,732 -$12,228,339 3,281,276 -12% BlackRock Portfolio Management LLC 31 Dec 2025

As of 30 Sep 2025, 15 institutional investors reported holding 819,064 shares of iShares International Equity Factor Rotation Active ETF - Common Stock (IDYN). This represents 21% of the company’s total 3,842,244 outstanding shares.

Top 20 Institutional Shareholders

The largest institutional shareholders of iShares International Equity Factor Rotation Active ETF - Common Stock (IDYN) together control 39% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Aptus Capital Advisors, LLC 12% 445,893 0.34% $36,821,844
Spectrum Investment Advisors, Inc. 5.3% 203,181 9.1% $16,778,669
BEACON FINANCIAL PLANNING, INC 1.1% 40,393 1.7% $3,335,651
Clear Creek Financial Management, LLC 0.73% 28,111 0.2% $2,321,383
Keystone Financial Group, Inc. 0.57% 22,081 1% $1,823,444
TRED AVON FAMILY WEALTH, LLC 0.33% 12,810 0% 0.36% $1,057,825
SC&H Financial Advisors, Inc. 0.32% 12,466 0.17% $1,029,440
PFG Private Wealth Management, LLC 0.23% 8,892 0.33% $734,318
Integrity Wealth Solutions LLC 0.23% 8,892 0.33% $734,318
GUARDIAN WEALTH ADVISORS, LLC / NC 0.23% 8,667 0.05% $715,721
WEALTH EFFECTS LLC 0.21% 7,930 0.21% $654,877
TPG Advisors LLC 0.15% 5,848 0.32% $482,956
Wise Wealth Partners 0.14% 5,544 0.7% $457,810
McGlone Suttner Wealth Management, Inc. 0.11% 4,321 0.05% $356,817
Financial Architects, LLC 0.11% 4,035 0.19% $333,210
BlackRock, Inc. 16% 600,000 0% $16,054,380
Kingsview Wealth Management, LLC 0.86% 33,235 0% $889,279
J.W. COLE ADVISORS, INC. 0.37% 14,044 0% $375,779
JANE STREET GROUP, LLC 0.36% 13,990 0% $374,335
ENVESTNET ASSET MANAGEMENT INC 0.32% 12,295 0% $328,981

Institutional Holders of iShares International Equity Factor Rotation Active ETF - Common Stock (IDYN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 819,064 $67,638,283 +$66,580,457 $82.58 15