iShares Total Return Active ETF(BRTR)

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iShares Total Return Active ETF(BRTR)

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BRTR(BRTR)

BRTR

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Institutional Ownership

Top 45 Institutional Holders

Holder	Shares	Date	Change	% Held
Dynasty Wealth Management, LLC	4.03M	Mar 31, 26	+2.85M	78.81%
JPMORGAN CHASE & CO	2.81M	Mar 31, 26	-425.89K	54.93%
SAGESPRING WEALTH PARTNERS, LLC	1.96M	Mar 31, 26	-391.62K	38.37%
BANK OF AMERICA CORP /DE/	769.73K	Mar 31, 26	+114.49K	15.06%
Weil Company, Inc.	633.11K	Mar 31, 26	-1.25K	12.39%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	552.92K	Mar 31, 26	+552.92K	10.82%
Arkadios Wealth Advisors	276.84K	Mar 31, 26	+195.92K	5.42%
RAYMOND JAMES FINANCIAL INC	210.50K	Mar 31, 26	+45.11K	4.12%
GOLDMAN SACHS GROUP INC	183.10K	Mar 31, 26	+159.13K	3.58%
Vise Technologies, Inc.	144.15K	Mar 31, 26	--	2.82%
May Hill Capital, LLC	135.07K	Mar 31, 26	+24.10K	2.64%
NewEdge Advisors, LLC	105.37K	Mar 31, 26	-39.41K	2.06%
Ethos Financial Group, LLC	87.71K	Mar 31, 26	+42.14K	1.72%
Wealth Alliance	85.26K	Mar 31, 26	+52.15K	1.67%
JONES FINANCIAL COMPANIES LLLP	80.35K	Mar 31, 26	+3.09K	1.57%
JANE STREET GROUP, LLC	79.36K	Mar 31, 26	+79.36K	1.55%
Integrated Wealth Concepts LLC	60.87K	Mar 31, 26	-3.37K	1.19%
McKinley Carter Wealth Services, Inc.	46.76K	Mar 31, 26	+6.39K	0.92%
U.S. Capital Wealth Advisors, LLC	43.49K	Mar 31, 26	+43.49K	0.85%
CITADEL ADVISORS LLC	42.12K	Mar 31, 26	+10.43K	0.82%
Cambridge Investment Research Advisors, Inc.	33.17K	Mar 31, 26	-367	0.65%
SIGNET FINANCIAL MANAGEMENT, LLC	31.20K	Mar 31, 26	-6.44K	0.61%
Summit Financial, LLC	30.42K	Mar 31, 26	+30.42K	0.60%
ENVESTNET ASSET MANAGEMENT INC	23.79K	Mar 31, 26	+10.71K	0.47%
JT Stratford LLC	15.61K	Mar 31, 26	+15.61K	0.31%
FLOW TRADERS U.S. LLC	13.87K	Mar 31, 26	-5.47K	0.27%
JPL Wealth Management, LLC	12.09K	Mar 31, 26	+12.09K	0.24%
Concurrent Investment Advisors, LLC	9.33K	Mar 31, 26	+5.05K	0.18%
Cetera Investment Advisers	8.82K	Mar 31, 26	+408	0.17%
ADVISOR GROUP HOLDINGS, INC.	8.64K	Mar 31, 26	+8.07K	0.17%
Quotient Wealth Partners, LLC	7.13K	Mar 31, 26	-2.08K	0.14%
ZEGA Investments, LLC	6.19K	Mar 31, 26	+6.19K	0.12%
Lifeworks Advisors, LLC	5.16K	Mar 31, 26	+5.16K	0.10%
MML INVESTORS SERVICES, LLC	4.87K	Mar 31, 26	-37	0.10%
SouthState Corp	1.61K	Mar 31, 26	+83	0.03%
AMERIFLEX GROUP, INC.	1.01K	Mar 31, 26	+7	0.02%
NATIONAL BANK OF CANADA /FI/	960	Mar 31, 26	+960	0.02%
HARBOUR INVESTMENTS, INC.	600	Mar 31, 26	+100	0.01%
Golden State Equity Partners	137	Mar 31, 26	+137	0.00%
UBS Group AG	66	Mar 31, 26	+66	0.00%
Sunbelt Securities, Inc.	38	Mar 31, 26	--	0.00%
Quadrature Capital Ltd	--	Mar 31, 26	-8.86K	--
Lionsbridge Wealth Management LLC	--	Mar 31, 26	-36.33K	--
SYNOVUS FINANCIAL CORP	250.57K	Sep 30, 25	+120.65K	4.90%
BlackRock Inc.	1.00M	Jun 30, 24	--	19.57%

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Holder

Date

Change

% Held

Dynasty Wealth Management, LLC

4.03M

Mar 31, 26

+2.85M

78.81%

JPMORGAN CHASE & CO

2.81M

Mar 31, 26

-425.89K

54.93%

SAGESPRING WEALTH PARTNERS, LLC

1.96M

Mar 31, 26

-391.62K

38.37%

BANK OF AMERICA CORP /DE/

769.73K

Mar 31, 26

+114.49K

15.06%

Weil Company, Inc.

633.11K

Mar 31, 26

-1.25K

12.39%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

552.92K

Mar 31, 26

+552.92K

10.82%

Arkadios Wealth Advisors

276.84K

Mar 31, 26

+195.92K

5.42%

RAYMOND JAMES FINANCIAL INC

210.50K

Mar 31, 26

+45.11K

4.12%

GOLDMAN SACHS GROUP INC

183.10K

Mar 31, 26

+159.13K

3.58%

Vise Technologies, Inc.

144.15K

Mar 31, 26

2.82%

May Hill Capital, LLC

135.07K

Mar 31, 26

+24.10K

2.64%

NewEdge Advisors, LLC

105.37K

Mar 31, 26

-39.41K

2.06%

Ethos Financial Group, LLC

87.71K

Mar 31, 26

+42.14K

1.72%

Wealth Alliance

85.26K

Mar 31, 26

+52.15K

1.67%

JONES FINANCIAL COMPANIES LLLP

80.35K

Mar 31, 26

+3.09K

1.57%

JANE STREET GROUP, LLC

79.36K

Mar 31, 26

+79.36K

1.55%

Integrated Wealth Concepts LLC

60.87K

Mar 31, 26

-3.37K

1.19%

McKinley Carter Wealth Services, Inc.

46.76K

Mar 31, 26

+6.39K

0.92%

U.S. Capital Wealth Advisors, LLC

43.49K

Mar 31, 26

+43.49K

0.85%

CITADEL ADVISORS LLC

42.12K

Mar 31, 26

+10.43K

0.82%

Cambridge Investment Research Advisors, Inc.

33.17K

Mar 31, 26

-367

0.65%

SIGNET FINANCIAL MANAGEMENT, LLC

31.20K

Mar 31, 26

-6.44K

0.61%

Summit Financial, LLC

30.42K

Mar 31, 26

+30.42K

0.60%

ENVESTNET ASSET MANAGEMENT INC

23.79K

Mar 31, 26

+10.71K

0.47%

JT Stratford LLC

15.61K

Mar 31, 26

+15.61K

0.31%

FLOW TRADERS U.S. LLC

13.87K

Mar 31, 26

-5.47K

0.27%

JPL Wealth Management, LLC

12.09K

Mar 31, 26

+12.09K

0.24%

Concurrent Investment Advisors, LLC

9.33K

Mar 31, 26

+5.05K

0.18%

Cetera Investment Advisers

8.82K

Mar 31, 26

+408

0.17%

ADVISOR GROUP HOLDINGS, INC.

8.64K

Mar 31, 26

+8.07K

0.17%

Quotient Wealth Partners, LLC

7.13K

Mar 31, 26

-2.08K

0.14%

ZEGA Investments, LLC

6.19K

Mar 31, 26

+6.19K

0.12%

Lifeworks Advisors, LLC

5.16K

Mar 31, 26

+5.16K

0.10%

MML INVESTORS SERVICES, LLC

4.87K

Mar 31, 26

-37

0.10%

SouthState Corp

1.61K

Mar 31, 26

+83

0.03%

AMERIFLEX GROUP, INC.

1.01K

Mar 31, 26

0.02%

NATIONAL BANK OF CANADA /FI/

960

Mar 31, 26

+960

0.02%

HARBOUR INVESTMENTS, INC.

600

Mar 31, 26

+100

0.01%

Golden State Equity Partners

137

Mar 31, 26

+137

0.00%

UBS Group AG

Mar 31, 26

+66

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Quadrature Capital Ltd

Mar 31, 26

-8.86K

Lionsbridge Wealth Management LLC

Mar 31, 26

-36.33K

SYNOVUS FINANCIAL CORP

250.57K

Sep 30, 25

+120.65K

4.90%

BlackRock Inc.

1.00M

Jun 30, 24

19.57%