ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 0.03% | 0.02% | #82 | $115.5M | 3.4M | $57.3M | 1.9M | +1.6M+83.49% | Add | |
| LPL Financial LLC | 0.02% | 0.01% | #89 | $99.5M | 2.9M | $56.5M | 1.8M | +1.1M+60.49% | Add | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #103 | $69.0M | 2.0M | $63.8M | 2.1M | -32,819-1.58% | Reduce | |
| FMR LLC | <0.01% | <0.01% | #134 | $61.5M | 1.8M | $70.6M | 2.3M | -474,337-20.69% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #128 | $60.6M | 1.8M | $37.4M | 1.2M | +578,764+47.71% | Add | |
| Cetera Investment Advisers | 0.04% | 0.02% | #73 | $41.5M | 1.2M | $19.7M | 639,187 | +588,700+92.10% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #120 | $35.8M | 1.1M | $27.2M | 884,235 | +174,938+19.78% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 0.02% | #95 | $34.6M | 1.0M | $28.4M | 920,851 | +100,732+10.94% | Add | |
| FUKOKU MUTUAL LIFE INSURANCE CO | 1.45% | 0.74% | #5 | $24.9M | 737,000 | $11.3M | 366,000 | +371,000+101.37% | Add | |
| Avior Wealth Management, LLC | 0.65% | 0.62% | #14 | $22.0M | 712,602 | $22.0M | 712,602 | 00.00% | Unchanged | |
| OSAIC HOLDINGS, INC. | 0.03% | 0.02% | #84 | $21.3M | 629,891 | $14.9M | 484,377 | +145,514+30.04% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.01% | #83 | $20.7M | 611,347 | $9.5M | 308,314 | +303,033+98.29% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #144 | $20.6M | 613,047 | $13.6M | 451,579 | +161,468+35.76% | Add | |
| Envestnet Portfolio Solutions, Inc. | 0.09% | 0.05% | #53 | $19.2M | 568,583 | $8.4M | 271,831 | +296,752+109.17% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #146 | $19.0M | 561,949 | $9.8M | 307,963 | +253,986+82.47% | Add | |
| Vestmark Advisory Solutions, Inc. | 0.17% | 0.18% | #38 | $17.7M | 524,311 | $16.2M | 524,311 | 00.00% | Unchanged | |
| ASSETMARK, INC | 0.02% | 0.02% | #86 | $14.1M | 417,961 | $8.4M | 272,777 | +145,184+53.22% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #131 | $11.3M | 332,722 | $390,825 | 12,685 | +320,037+2,522.96% | Add | |
| Patriot Financial Group Insurance Agency, LLC | 1.12% | 1.06% | #7 | $10.9M | 321,436 | $18.9M | 612,696 | -291,260-47.54% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.02% | 0.01% | #91 | $10.7M | 317,087 | $4.8M | 156,243 | +160,844+102.94% | Add | |
| Granite Bay Wealth Management, LLC | 0.97% | 2.02% | #9 | $10.5M | 310,798 | $9.5M | 307,411 | +3,387+1.10% | Add | |
| Decker Wealth Management LLC | 2.2% | — | #2 | $10.4M | 306,848 | $0 | 0 | +306,848 | New Buy | |
| Arax Advisory Partners | 0.07% | <0.01% | #60 | $10.3M | 303,602 | $157,824 | 5,122 | +298,480+5,827.41% | Add | |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0.1% | 0.1% | #51 | $8.3M | 247,864 | $5.6M | 169,903 | +77,961+45.89% | Add | |
| Equitable Holdings, Inc. | 0.05% | 0.04% | #68 | $8.2M | 242,173 | $5.8M | 182,859 | +59,314+32.44% | Add | |
| SOUTHERN CAPITAL SERVICES INC /ADV | 4.26% | 4.57% | #1 | $7.6M | 224,445 | $7.1M | 230,649 | -6,204-2.69% | Reduce | |
| Next Level Private LLC | 1.3% | 1.03% | #6 | $6.6M | 195,796 | $4.5M | 147,460 | +48,336+32.78% | Add | |
| Cornerstone Wealth Group, LLC | 0.36% | 0.37% | #20 | $6.1M | 180,670 | $5.8M | 178,208 | +2,462+1.38% | Add | |
| JB Capital LLC | 0.2% | 0.12% | #36 | $5.7M | 168,381 | $3.1M | 100,032 | +68,349+68.33% | Add | |
| Janney Montgomery Scott LLC | 0.01% | <0.01% | #107 | $5.6M | 164,563 | $322,000 | 10,451 | +154,112+1,474.61% | Add | |
| PARK AVENUE SECURITIES LLC | 0.03% | 0.02% | #76 | $5.4M | 159,441 | $2.6M | 83,312 | +76,129+91.38% | Add | |
| Sanctuary Advisors, LLC | 0.02% | 0.02% | #85 | $5.3M | 157,022 | $3.8M | 122,864 | +34,158+27.80% | Add | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.24% | 0.12% | #30 | $4.8M | 142,708 | $2.2M | 71,247 | +71,461+100.30% | Add | |
| Keeler Thomas Management LLC | 1.46% | — | #4 | $4.1M | 122,118 | $0 | 0 | +122,118 | New Buy | |
| CreativeOne Wealth, LLC | 0.08% | 0.06% | #55 | $3.7M | 110,274 | $2.5M | 79,617 | +30,657+38.51% | Add | |
| Triad Wealth Partners, LLC | 0.22% | 0.21% | #33 | $3.7M | 108,036 | $2.7M | 87,434 | +20,602+23.56% | Add | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #129 | $3.6M | 106,187 | $3.2M | 102,631 | +3,556+3.46% | Add | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.07% | — | #62 | $3.6M | 105,580 | $0 | 0 | +105,580 | New Buy | |
| United Advisor Group, LLC | 0.38% | 0.36% | #19 | $3.6M | 105,576 | $2.9M | 94,811 | +10,765+11.35% | Add | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | <0.01% | <0.01% | #148 | $3.6M | 105,446 | $3.2M | 105,446 | 00.00% | Unchanged | |
| Semus Wealth Partners LLC | 1.51% | 1.48% | #3 | $3.1M | 92,395 | $2.7M | 86,194 | +6,201+7.19% | Add | |
| Integrated Wealth Concepts LLC | 0.01% | 0.01% | #102 | $3.0M | 87,983 | $1.0M | 33,220 | +54,763+164.85% | Add | |
| Kelly Financial Services LLC | 0.6% | 0.44% | #16 | $2.8M | 82,596 | $1.8M | 58,476 | +24,120+41.25% | Add | |
| BEACON FINANCIAL GROUP | 0.25% | 0.19% | #28 | $2.8M | 82,531 | $1.9M | 61,281 | +21,250+34.68% | Add | |
| FIDUCIARY FINANCIAL ADVISORS | 0.28% | — | #25 | $2.8M | 81,581 | $0 | 0 | +81,581 | New Buy | |
| DRIVE WEALTH MANAGEMENT, LLC | 0.49% | 0.51% | #18 | $2.7M | 80,714 | $2.4M | 77,731 | +2,983+3.84% | Add | |
| Flagship Private Wealth, LLC | 0.93% | 0.73% | #10 | $2.6M | 77,637 | $1.8M | 58,444 | +19,193+32.84% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #154 | $2.6M | 76,465 | $14,000 | 446 | +76,019+17,044.62% | Add | |
| 3EDGE Asset Management, LP | 0.11% | — | #49 | $2.5M | 74,096 | $0 | 0 | +74,096 | New Buy | |
| ARWA LLC | 1.03% | 0.18% | #8 | $2.5M | 72,833 | $353,532 | 11,195 | +61,638+550.59% | Add |