BLCR Institutional Ownership
iShares Large Cap Core Active ETF
1W: -0.8%
1M: -0.1%
3M: +4.5%
YTD: +14.8%
1Y: +19.9%
$48.89
+0.37 (+0.76%)
Weekly Expected Move ±2.1%
$46
$47
$48
$49
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BLCR
446
Institutional Holders
+135 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
145
New Positions
249
Increased
47
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (454 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 40,809,147 | 2.0B | +3,081,257 | +8.2% | 3Q | SEC ↗ |
| 2 | LPL Financial LLC | 14,922,976 | 730M | +3,668,265 | +32.6% | 2Q | SEC ↗ |
| 3 | BlackRock, Inc. | 8,463,008 | 414M | +4,739,447 | +127.3% | 8Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 5,837,189 | 285M | +609,977 | +11.7% | 2Q | SEC ↗ |
| 5 | MORGAN STANLEY | 4,589,028 | 224M | +855,570 | +22.9% | 2Q | SEC ↗ |
| 6 | PARK AVENUE SECURITIES LLC | 3,684,774 | 180M | +251,551 | +7.3% | 2Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 3,450,085 | 169M | +824,784 | +31.4% | 2Q | SEC ↗ |
| 8 | Envestnet Portfolio Solutions, Inc. | 3,426,293 | 168M | +121,901 | +3.7% | 10Q | SEC ↗ |
| 9 | CWM, LLC NEW | 3,382,266 | 165M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 2,644,524 | 129M | +682,495 | +34.8% | 2Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE NEW | 2,472,059 | 121M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 2,069,473 | 101M | +283,210 | +15.9% | 2Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 2,015,401 | 99M | +226,022 | +12.6% | 2Q | SEC ↗ |
| 14 | OneDigital Investment Advisors LLC | 1,484,085 | 73M | +20,993 | +1.4% | 2Q | SEC ↗ |
| 15 | JB Capital LLC | 1,379,357 | 67M | +126,057 | +10.1% | 2Q | SEC ↗ |
| 16 | Sanctuary Advisors, LLC | 1,176,984 | 58M | +196,829 | +20.1% | 2Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 1,108,317 | 54M | +127,820 | +13.0% | 2Q | SEC ↗ |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 936,830 | 46M | +72,489 | +8.4% | 2Q | SEC ↗ |
| 19 | Thrivent Financial for Lutherans | 891,956 | 44M | +85,260 | +10.6% | 2Q | SEC ↗ |
| 20 | STIFEL FINANCIAL CORP | 868,266 | 42M | +163,439 | +23.2% | 2Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 829,373 | 41M | +404,761 | +95.3% | 2Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 795,866 | 39M | +197,461 | +33.0% | 2Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC NEW | 581,949 | 28M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Atria Investments, Inc | 571,082 | 28M | +67,461 | +13.4% | 2Q | SEC ↗ |
| 25 | Cerity Partners LLC | 524,753 | 26M | +45,030 | +9.4% | 2Q | SEC ↗ |
| 26 | AE Wealth Management LLC | 494,328 | 24M | +18,870 | +4.0% | 2Q | SEC ↗ |
| 27 | Icon Wealth Advisors, LLC | 479,110 | 23M | +36,950 | +8.4% | 2Q | SEC ↗ |
| 28 | Ascent Group, LLC | 472,934 | 23M | +2,471 | +0.5% | 2Q | SEC ↗ |
| 29 | Goldstein Advisors, LLC | 472,740 | 23M | +9,910 | +2.1% | 2Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 449,953 | 22M | +38,085 | +9.2% | 2Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 434,662 | 21M | +90,410 | +26.3% | 2Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 408,780 | 20M | +141,319 | +52.8% | 2Q | SEC ↗ |
| 33 | CreativeOne Wealth, LLC | 407,129 | 20M | -12,621 | -3.0% | 2Q | SEC ↗ |
| 34 | Sharkey, Howes & Javer | 400,374 | 20M | +115,960 | +40.8% | 2Q | SEC ↗ |
| 35 | MGO ONE SEVEN LLC | 307,928 | 15M | +242,257 | +368.9% | 2Q | SEC ↗ |
| 36 | Stone House Investment Management, LLC NEW | 302,709 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Ameritas Advisory Services, LLC | 296,803 | 15M | +261,883 | +750.0% | 2Q | SEC ↗ |
| 38 | BEACON FINANCIAL GROUP | 296,571 | 14M | +82,077 | +38.3% | 2Q | SEC ↗ |
| 39 | Arax Advisory Partners | 291,470 | 14M | +288,756 | +10639.5% | 3Q | SEC ↗ |
| 40 | Orion Porfolio Solutions, LLC | 287,976 | 14M | +33,125 | +13.0% | 2Q | SEC ↗ |
| 41 | Horst & Graben Wealth Management LLC | 275,429 | 13M | +11,728 | +4.4% | 2Q | SEC ↗ |
| 42 | KWB Wealth NEW | 268,262 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 43 | &PARTNERS | 266,318 | 13M | +129,445 | +94.6% | 2Q | SEC ↗ |
| 44 | SteelPeak Wealth, LLC | 262,934 | 13M | +32,285 | +14.0% | 2Q | SEC ↗ |
| 45 | Marks Group Wealth Management, Inc | 262,154 | 13M | +146,335 | +126.3% | 2Q | SEC ↗ |
| 46 | Vestmark Advisory Solutions, Inc. | 256,317 | 13M | +223,435 | +679.5% | 2Q | SEC ↗ |
| 47 | Shepherd Financial Partners LLC NEW | 248,810 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 48 | INTEGRITY ALLIANCE, LLC. NEW | 228,196 | 11M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Vise Technologies, Inc. NEW | 228,141 | 11M | — | +0.0% | 1Q | SEC ↗ |
| 50 | One Wealth Advisors, LLC | 225,726 | 11M | +9,596 | +4.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CWM, LLC | 3,382,266 | 165M |
| BANK OF AMERICA CORP /DE | 2,472,059 | 121M |
| RAYMOND JAMES FINANCIAL INC | 581,949 | 28M |
| Stone House Investment Management, | 302,709 | 15M |
| KWB Wealth | 268,262 | 13M |
| Shepherd Financial Partners LLC | 248,810 | 12M |
| INTEGRITY ALLIANCE, LLC. | 228,196 | 11M |
| Vise Technologies, Inc. | 228,141 | 11M |
| Equitable Holdings, Inc. | 208,954 | 10M |
| Global Retirement Partners, LLC | 171,662 | 8M |
| TSFG, LLC | 160,956 | 8M |
| Diversify Advisory Services, LLC | 156,067 | 8M |
| Rothschild Wealth LLC | 139,490 | 7M |
| Steelhead Wealth Management LLC | 112,715 | 6M |
| Synergy Investment Management, LLC | 103,762 | 5M |
| Claro Advisors Inc. | 100,121 | 5M |
| Perennial Investment Advisors, LLC | 95,211 | 5M |
| WCG Wealth Advisors LLC | 90,380 | 4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 87,904 | 4M |
| Strategies Wealth Advisors, LLC | 85,096 | 4M |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 25,201 | 1M |
| Capital Asset Managemnet, LLC | 20,187 | 987K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 10,740 | 525K |
| Investor's Fiduciary Advisor Networ | 10,391 | 508K |
| Pacific Excel Wealth Advisors, Inc. | 9,870 | 483K |
| OLD MISSION CAPITAL LLC | 5,845 | 286K |
| Mosaic Advisors LLC | 5,726 | 280K |
| HRT FINANCIAL LP | 4,944 | 242K |
| KM Capital Management Ltd. | 3,701 | 181K |
| Opal Wealth Advisors, LLC | 1,702 | 83K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 792 | 39K |
| Indiana Trust & Investment Manageme | 331 | 16K |
| N.E.W. Advisory Services LLC | 127 | 6K |
| Root Financial Partners, LLC | 44 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +4,739,447 | +127.3% | 8,463,008 |
| LPL Financial LLC | +3,668,265 | +32.6% | 14,922,976 |
| ENVESTNET ASSET MANAGEMENT INC | +3,081,257 | +8.2% | 40,809,147 |
| MORGAN STANLEY | +855,570 | +22.9% | 4,589,028 |
| MML INVESTORS SERVICES, LLC | +824,784 | +31.4% | 3,450,085 |
| Cetera Investment Advisers | +682,495 | +34.8% | 2,644,524 |
| JPMORGAN CHASE & CO | +609,977 | +11.7% | 5,837,189 |
| OSAIC HOLDINGS, INC. | +404,761 | +95.3% | 829,373 |
| Arax Advisory Partners | +288,756 | +10639.5% | 291,470 |
| Janney Montgomery Scott LLC | +283,210 | +15.9% | 2,069,473 |
| Ameritas Advisory Services, LLC | +261,883 | +750.0% | 296,803 |
| PARK AVENUE SECURITIES LLC | +251,551 | +7.3% | 3,684,774 |
| MGO ONE SEVEN LLC | +242,257 | +368.9% | 307,928 |
| Bank of New York Mellon Corp | +226,022 | +12.6% | 2,015,401 |
| Vestmark Advisory Solutions, Inc. | +223,435 | +679.5% | 256,317 |
| COMMONWEALTH EQUITY SERVICES, LLC | +197,461 | +33.0% | 795,866 |
| Sanctuary Advisors, LLC | +196,829 | +20.1% | 1,176,984 |
| STIFEL FINANCIAL CORP | +163,439 | +23.2% | 868,266 |
| Kilter Group LLC | +163,244 | +39526.4% | 163,657 |
| Marks Group Wealth Management, Inc | +146,335 | +126.3% | 262,154 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Scarborough Advisors, LLC | -293,688 | -94.8% | 15,960 |
| Gateway Wealth Partners, LLC | -57,709 | -39.0% | 90,297 |
| BCGM Wealth Management, LLC | -16,468 | -14.3% | 99,030 |
| Advyzon Investment Management, LLC | -14,152 | -15.3% | 78,260 |
| CreativeOne Wealth, LLC | -12,621 | -3.0% | 407,129 |
| Buttonwood Financial Group, LLC | -10,170 | -7.4% | 127,265 |
| Security Financial Services, INC. | -9,713 | -5.8% | 158,774 |
| WORLD EQUITY GROUP, INC. | -9,135 | -48.2% | 9,799 |
| ONE Advisory Partners, LLC | -8,956 | -5.8% | 145,150 |
| Richmond Investment Services, LLC | -7,285 | -52.5% | 6,586 |
| CFS Investment Advisory Services, L | -6,608 | -20.7% | 25,250 |
| SWP FINANCIAL LLC | -5,590 | -7.8% | 66,175 |
| Kelly Financial Services LLC | -5,473 | -3.2% | 163,282 |
| Daviman Financial, LLC | -3,319 | -4.9% | 65,073 |
| Blue Trust, Inc. | -3,103 | -2.7% | 113,757 |
| Worth Asset Management, LLC | -2,799 | -26.0% | 7,951 |
| UBS Group AG | -2,753 | -97.2% | 80 |
| ShoreHaven Wealth Partners, LLC | -2,376 | -2.2% | 106,637 |
| 5T Wealth, LLC | -1,851 | -7.9% | 21,673 |
| Braun-Bostich & Associates Inc. | -1,822 | -4.5% | 38,853 |