| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 5% | -47% | $3,035,580 | -$892,818 | 85,000 | -23% | BlackRock Portfolio Management LLC | 30 Sep 2025 |
As of 30 Sep 2025, 18 institutional investors reported holding 1,381,156 shares of iShares Large Cap Value Active ETF - Common Stock (BLCV). This represents 82% of the company’s total 1,689,861 outstanding shares.
The largest institutional shareholders of iShares Large Cap Value Active ETF - Common Stock (BLCV) together control 82% 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 |
|---|---|---|---|---|---|
| EQ LLC | 27% | 453,794 | +0.87% | 5.5% | $16,279,876 |
| MML INVESTORS SERVICES, LLC | 14% | 239,254 | -0.17% | 0.02% | $8,583,239 |
| Spectrum Planning & Advisory Services Inc. | 9.1% | 154,463 | +11% | 3.1% | $5,541,358 |
| MGO ONE SEVEN LLC | 8% | 135,031 | 0.11% | $4,844,238 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.6% | 112,134 | +72% | 0.01% | $4,023,000 |
| LPL Financial LLC | 5.1% | 86,142 | 0% | $3,090,344 | |
| BlackRock, Inc. | 5% | 85,000 | -23% | 0% | $3,049,375 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.8% | 30,724 | +334% | 0% | $1,102,224 |
| J.W. COLE ADVISORS, INC. | 1.2% | 19,649 | 0.01% | $704,898 | |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 18,608 | 0% | $667,561 | |
| Summit Financial, LLC | 0.7% | 11,826 | 0.01% | $424,317 | |
| Sound Income Strategies, LLC | 0.49% | 8,347 | 0% | 0.02% | $296,736 |
| OSAIC HOLDINGS, INC. | 0.48% | 8,028 | +55% | 0% | $287,713 |
| JANE STREET GROUP, LLC | 0.47% | 7,976 | 0% | $286,139 | |
| Roxbury Financial LLC | 0.34% | 5,675 | +4.7% | 0.19% | $203,593 |
| PRINCIPAL SECURITIES, INC. | 0.24% | 4,003 | 0% | $143,608 | |
| HARBOR INVESTMENT ADVISORY, LLC | 0.02% | 361 | 0% | 0% | $12,951 |
| ROYAL BANK OF CANADA | 0.01% | 141 | 0% | $5,000 | |
| Opal Wealth Advisors, LLC | 0% | 0 | -100% | $0 | |
| UBS Group AG | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 14,882 | $555,404 | +$330,140 | $37.32 | 3 |
| 2025 Q3 | 1,381,156 | $49,546,170 | +$12,311,754 | $35.88 | 18 |
| 2025 Q2 | 1,038,334 | $35,644,315 | +$18,301,647 | $34.33 | 12 |
| 2025 Q1 | 505,288 | $16,406,352 | +$11,049,466 | $32.47 | 11 |
| 2024 Q4 | 163,645 | $5,165,921 | +$1,190,173 | $31.57 | 6 |
| 2024 Q3 | 125,934 | $4,069,529 | +$500,030 | $32.31 | 5 |
| 2024 Q2 | 125,471 | $3,836,464 | -$1,223,549 | $30.58 | 4 |
| 2024 Q1 | 165,487 | $5,203,822 | -$1,098,360 | $31.45 | 4 |
| 2023 Q4 | 200,416 | $5,710,493 | +$11,853 | $28.49 | 3 |
| 2023 Q3 | 200,000 | $5,093,880 | $0 | $25.47 | 1 |
| 2023 Q2 | 200,000 | $5,262,280 | +$5,262,280 | $26.31 | 1 |