BRTR

iShares Total Return Active ETF
$50.33-0.26 (-0.52%)Financial ServicesNASDAQ

Institutional Holders

59

as of Q4 2025

Total Shares Held

3.2328802352265134e+286B

Total Value

$1.6400011943667e+198T

% of Float

—

Price History

$48.81$49.75$50.69$51.63$52.57Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO3,232,880$164.0M0.01%Share
2SAGESPRING WEALTH PARTNERS, LLC2,352,265$119.4M2.17%Share
3OpenArc Corporate Advisory, LLC1,319,741$67.0M1.11%Share
4Dynasty Wealth Management, LLC1,178,554$59.0M0.58%Share
5Weil Company, Inc.634,357$32.2M7.41%Share
6BANK OF AMERICA CORP /DE/525,860$26.0M0.00%Share
7Pinnacle Financial Partners, Inc.458,527$23.0M0.26%Share
8Centerline Wealth Advisors, LLC281,455$14.3M5.17%Share
9CFS Investment Advisory Services, LLC280,406$14.2M1.04%Share
10Forthright Family Wealth Advisory LLC255,689$13.0M8.16%Share
11May Hill Capital, LLC221,930$11.0M1.44%Share
12WETZEL INVESTMENT ADVISORS, INC.210,290$10.7M4.32%Share
13RFG - Bristol Wealth Advisors, LLC196,589$10.0M2.78%Share
14UNIQUE WEALTH, LLC190,591$9.7M1.35%Share
15NewEdge Advisors, LLC144,780$7.0M0.03%Share
16RAYMOND JAMES FINANCIAL INC138,732$7.0M0.00%Share
17Vise Technologies, Inc.144,152$7.0M0.14%Share
18Cyndeo Wealth Partners, LLC133,293$6.8M0.36%Share
19BANK OF AMERICA CORP /DE/129,378$6.0M0.00%Share
20SWP FINANCIAL LLC102,734$5.2M2.62%Share
21Spectrum Planning & Advisory Services Inc.98,942$5.0M2.58%Share
22Keystone Financial Group, Inc.74,625$3.8M1.98%Share
23Arkadios Wealth Advisors76,094$3.0M0.06%Share
24JONES FINANCIAL COMPANIES LLLP77,264$3.0M0.00%Share
25Integrated Wealth Concepts LLC64,237$3.0M0.04%Share
26Ethos Financial Group, LLC45,571$2.3M0.17%Share
27Taylor & Morgan Wealth Management, LLC44,320$2.3M1.26%Share
28McKinley Carter Wealth Services, Inc.40,367$2.0M0.11%Share
29SIGNET FINANCIAL MANAGEMENT, LLC37,637$1.9M0.21%Share
30PFG Advisors36,622$1.9M0.09%Share
31Lionsbridge Wealth Management LLC36,334$1.8M1.87%Share
32WEALTH ALLIANCE, LLC33,116$1.7M0.16%Share
33Breakwater Capital Group31,302$1.6M0.22%Share
34Fairvoy Private Wealth, LLC25,567$1.3M0.29%Share
35RAYMOND JAMES FINANCIAL INC26,658$1.0M0.00%Share
36Cambridge Investment Research Advisors, Inc.33,537$1.0M0.00%Share
37GOLDMAN SACHS GROUP INC23,969$1.0M0.00%Share
38CITADEL ADVISORS LLC31,690$1.0M0.00%Share
39BETO FINANCIAL GROUP, LLC18,252$927K0.63%Share
40EQ LLC16,183$821K0.24%Share
41Quotient Wealth Partners, LLC9,206$467K0.01%Share
42Oregon Pacific Wealth Management, LLC7,501$380K0.39%Share
43GREATMARK INVESTMENT PARTNERS, INC.6,865$348K0.04%Share
44Parisi Gray Wealth Management5,525$280K0.06%Share
45Investment Research & Advisory Group, Inc.1,714$254K0.08%Share
46Concurrent Investment Advisors, LLC4,276$217K0.00%Share
47Farther Finance Advisors, LLC2,775$140K0.00%Share
48SouthState Bank Corp1,523$77K0.00%Share
49AMERIFLEX GROUP, INC.1,004$50K0.03%Share
50HARBOUR INVESTMENTS, INC.500$25K0.00%Share
51Key Capital Management, INC96$4K0.00%Share
52Sunbelt Securities, Inc.38$1K0.00%Share
53ENVESTNET ASSET MANAGEMENT INC13,080$00.00%Share
54MML INVESTORS SERVICES, LLC4,910$00.00%Share
55OSAIC HOLDINGS, INC.572$00.00%Share
56Quadrature Capital Ltd8,859$00.00%Share
57FLOW TRADERS U.S. LLC19,347$00.00%Share
58Cetera Investment Advisers8,413$00.00%Share
59Arkadios Wealth Advisors4,823$00.00%Share