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Security record

BLCR

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

50.08 -0.4% mkt cap $13.05M quote delayed (FMP) · as of Oct 12 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
32Tracked holders
+4Δ holders
90.39MShares held
$4.55BReported value
+5New positions
−2Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.3% · share flow +26.6% · net new positions +9.4% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — —
Q3 2025 1 -1 185.00K $7.42M — −1
Q2 2025 2 +1 194.16K $7.10M +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 40.81M +8.2% $2.06B 0.5% ▲ Add 3 SEC ↗
2 LPL Financial LLC 14.92M +32.6% $751.67M 0.2% ▲ Add 2 SEC ↗
3 BlackRock ✦ (passive) 8.46M +127.3% $426.28M 0.0% ▲ Add 5 SEC ↗ ×4
4 JPMorgan Chase ✦ 5.84M +11.7% $291.39M 0.0% ▲ Add 2 SEC ↗ ×4
5 Morgan Stanley ✦ 4.59M +22.9% $231.15M 0.0% ▲ Add 2 SEC ↗ ×2
6 Mml Investors Services, Llc 3.45M +31.4% $173.78M 0.4% ▲ Add 2 SEC ↗
7 Cetera Investment Advisers 2.64M +34.8% $133.20M 0.1% ▲ Add 2 SEC ↗
8 Bank Of America Corp /De/ 2.47M New $124.52M 0.0% New 1 SEC ↗ ×2
9 Bank of New York Mellon Corp 2.02M +12.6% $101.52M 0.0% ▲ Add 2 SEC ↗ ×2
10 Stifel Financial Corp 868.27K +23.2% $43.73M 0.0% ▲ Add 2 SEC ↗ ×2
11 Osaic Holdings, Inc. 829.37K +95.3% $41.78M 0.0% ▲ Add 2 SEC ↗ ×3
12 Commonwealth Equity Services, Llc 795.87K +33.0% $40.09M 0.1% ▲ Add 2 SEC ↗
13 Raymond James Financial Inc 581.95K New $29.31M 0.0% New 1 SEC ↗ ×2
14 Cerity Partners LLC 524.75K +9.4% $26.43M 0.0% ▲ Add 2 SEC ↗
15 Truist Financial Corp 449.95K +9.2% $22.66M 0.0% ▲ Add 2 SEC ↗
16 Royal Bank Of Canada 408.78K +52.8% $20.59M 0.0% ▲ Add 2 SEC ↗ ×3
17 Wealth Enhancement Advisory… 169.73K +21.1% $8.50M 0.0% ▲ Add 2 SEC ↗
18 Assetmark, Inc 140.46K +16.3% $7.07M 0.0% ▲ Add 2 SEC ↗
19 Mariner, LLC 107.82K +129.7% $5.43M 0.0% ▲ Add 2 SEC ↗ ×3
20 Citigroup Inc 76.47K +374.2% $3.85M 0.0% ▲ Add 2 SEC ↗
21 Mercer Global Advisors Inc /Adv 64.46K New $3.25M 0.0% New 1 SEC ↗
22 National Bank Of Canada /Fi/ 48.98K New $2.47M 0.0% New 1 SEC ↗
23 Baird Financial Group, Inc. 46.35K +7.1% $2.33M 0.0% ▲ Add 2 SEC ↗
24 Rockefeller Capital Management L.P. 32.50K +24.3% $1.64M 0.0% ▲ Add 2 SEC ↗ ×2
25 Us Bancorp \De\ 15.50K +175.3% $780,900 0.0% ▲ Add 2 SEC ↗ ×2
26 Fifth Third Bancorp 15.39K +8.5% $775,186 0.0% ▲ Add 2 SEC ↗
27 Fidelity (FMR) ✦ 2.83K +323.1% $142,778 0.0% ▲ Add 2 SEC ↗
28 Wells Fargo & Company/Mn 2.08K +188.9% $104,618 0.0% ▲ Add 2 SEC ↗ ×2
29 Bank Of Montreal /Can/ 961 New $48,406 0.0% New 1 SEC ↗
30 Northwestern Mutual Wealth… 178 -60.0% $8,966 0.0% ▼ Trim 2 SEC ↗
31 UBS Group AG 80 -97.2% $4,030 0.0% ▼ Trim 2 SEC ↗
32 Jones Financial Companies Lllp 41 -95.7% $2,014 0.0% ▼ Trim 2 SEC ↗

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

New buyers

Exited

Susquehanna International… $1.03M was 0.0%
HighTower Advisors, LLC $1.02M 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: Q2 2026 · Methodology · Get this via the API