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Security record · archived quarter

BLCR

iShares Large Cap Core Active ETF · Financial Services · Asset Management

49.18 +0.7% mkt cap $12.82M quote delayed (FMP) · as of Oct 19 20:09 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
30Tracked holders
+26Δ holders
74.78MShares held
$3.06BReported value
+28New positions
−2Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 370.21K $18.46M n/a n/a
Q2 2026 32 +4 90.39M $4.55B +5 −2
Q1 2026 30 +26 74.78M $3.06B +28 −2
Q4 2025 4 0 264.80K $11.22M n/a n/a
Q3 2025 1 -1 185.00K $7.42M n/a −1
Q2 2025 2 +1 194.16K $7.10M +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 37.73M +53297.3% $1.55B 0.4% ▲ Add 2 SEC ↗
2 LPL Financial LLC 11.25M New $462.12M 0.1% New 1 SEC ↗
3 JPMorgan Chase ✦ 5.23M New $207.35M 0.0% New 1 SEC ↗ ×2
4 Morgan Stanley ✦ 3.73M New $153.30M 0.0% New 1 SEC ↗
5 BlackRock ✦ (passive) 3.72M +1912.7% $152.89M 0.0% ▲ Add 4 SEC ↗ ×3
6 Cwm, Llc 3.38M New $138.88M 0.4% New 1 SEC ↗
7 Mml Investors Services, Llc 2.63M New $107.79M 0.3% New 1 SEC ↗
8 Cetera Investment Advisers 1.96M New $80.56M 0.1% New 1 SEC ↗
9 Bank of New York Mellon Corp 1.79M New $73.47M 0.0% New 1 SEC ↗ ×3
10 Stifel Financial Corp 704.83K New $28.94M 0.0% New 1 SEC ↗ ×2
11 Commonwealth Equity Services, Llc 598.40K New $24.57M 0.0% New 1 SEC ↗
12 Cerity Partners LLC 479.72K New $19.70M 0.0% New 1 SEC ↗
13 Osaic Holdings, Inc. 424.61K New $17.43M 0.0% New 1 SEC ↗ ×2
14 Truist Financial Corp 411.87K New $17.30M 0.0% New 1 SEC ↗
15 Royal Bank Of Canada 267.46K New $10.98M 0.0% New 1 SEC ↗ ×3
16 Wealth Enhancement Advisory… 140.17K New $5.89M 0.0% New 1 SEC ↗
17 Assetmark, Inc 120.78K New $4.96M 0.0% New 1 SEC ↗
18 Mariner, LLC 46.95K New $1.93M 0.0% New 1 SEC ↗
19 Baird Financial Group, Inc. 43.28K New $1.78M 0.0% New 1 SEC ↗
20 Rockefeller Capital Management L.P. 26.14K New $1.07M 0.0% New 1 SEC ↗ ×2
21 Susquehanna International Group, Llp 25.20K New $1.03M 0.0% New 1 SEC ↗
22 HighTower Advisors, LLC 24.89K New $1.02M 0.0% New 1 SEC ↗
23 Citigroup Inc 16.12K New $662,051 0.0% New 1 SEC ↗
24 Fifth Third Bancorp 14.18K New $582,395 0.0% New 1 SEC ↗
25 Us Bancorp \De\ 5.63K New $231,250 0.0% New 1 SEC ↗
26 UBS Group AG 2.83K New $116,323 0.0% New 1 SEC ↗
27 Jones Financial Companies Lllp 950 New $38,162 0.0% New 1 SEC ↗
28 Wells Fargo & Company/Mn 719 New $29,522 0.0% New 1 SEC ↗
29 Fidelity (FMR) ✦ 670 New $27,510 0.0% New 1 SEC ↗
30 Northwestern Mutual Wealth… 445 New $18,272 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

LPL Financial LLC $462.12M 0.1%
JPMorgan Chase $207.35M 0.0%
Morgan Stanley $153.30M 0.0%
Cwm, Llc $138.88M 0.4%
Mml Investors Services, Llc $107.79M 0.3%
Cetera Investment Advisers $80.56M 0.1%
Bank of New York Mellon Corp $73.47M 0.0%
Stifel Financial Corp $28.94M 0.0%
Commonwealth Equity Services… $24.57M 0.0%
Cerity Partners LLC $19.70M 0.0%
Osaic Holdings, Inc. $17.43M 0.0%
Truist Financial Corp $17.30M 0.0%

Exited

Hrt Financial Lp $209,000 was 0.0%
Bank Of America Corp /De/ $177,899 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 303 holders, 99.40M shares, $3.81B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API