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iShares U.S. Large Cap Premium Income Active ETF
BALI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 116 M +USD 51.4 M +1,553,460 +83%
LPL Financial
2
LPL Financial
California
USD 100 M +USD 36.7 M +1,108,710 +60%
Ameriprise
3
Ameriprise
Minnesota
USD 69 M -USD 1.09 M -32,819 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
USD 61.5 M -USD 15.7 M -474,337 -21%
Bank of America
5
Bank of America
North Carolina
USD 60.6 M +USD 19.1 M +578,764 +48%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 41.5 M +USD 19.5 M +588,700 +92%
Wells Fargo
7
Wells Fargo
California
USD 35.8 M +USD 5.79 M +174,938 +20%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
USD 34.6 M +USD 3.33 M +100,732 +11%
Fukoku Mutual Life Insurance
9
Fukoku Mutual Life Insurance
Japan
USD 24.9 M +USD 12.3 M +371,000 +101%
Avior Wealth Management
10
Avior Wealth Management
Nebraska
USD 23 M -USD 1.05 M -31,696 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
USD 21.3 M +USD 4.81 M +145,514 +30%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 20.7 M +USD 10 M +303,033 +98%
JP Morgan Chase
13
JP Morgan Chase
New York
USD 20.6 M +USD 5.34 M +161,468 +36%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
USD 19.2 M +USD 9.8 M +296,752 +109%
Morgan Stanley
15
Morgan Stanley
New York
USD 19 M +USD 7.28 M +220,127 +64%
Vestmark Advisory Solutions
16
Vestmark Advisory Solutions
Massachusetts
USD 17.7 M – – –
AssetMark Inc
17
AssetMark Inc
California
USD 14.1 M +USD 4.8 M +145,184 +53%
Raymond James Financial
18
Raymond James Financial
Florida
USD 11.3 M +USD 10.6 M +320,037 +2,523%
Patriot Financial Group Insurance Agency
19
Patriot Financial Group Insurance Agency
Massachusetts
USD 10.9 M -USD 9.6 M -291,260 -48%
MML Investors Services
20
MML Investors Services
Massachusetts
USD 10.7 M +USD 5.32 M +160,844 +103%
Granite Bay Wealth Management
21
Granite Bay Wealth Management
New Hampshire
USD 10.5 M +USD 112 k +3,387 +1%
DWML
22
Decker Wealth Management LLC
Tennessee
USD 10.4 M +USD 10.1 M +306,848 Nuevas
Arax Advisory Partners
23
Arax Advisory Partners
Colorado
USD 10.3 M +USD 9.9 M +298,480 +5,827%
Diversify Wealth Management
24
Diversify Wealth Management
Utah
USD 8.35 M +USD 2.58 M +77,961 +46%
Diversify Advisory Services
25
Diversify Advisory Services
Utah
USD 8.35 M +USD 8.2 M +247,864 Nuevas
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