IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishare Fltng RT LN AV ETF-Ui (BRLN)

CUSIP: 092528405 | NYSE | 52 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC103,377
0.0% of portfolio›$5.3M
Sunrise Financial Services, LLC52,078
1.5% of portfolio›$2.6M
Turning Point Benefit Group, Inc.32,600
0.7% of portfolio›$1.6M
Sovran Advisors, LLC23,735
0.1% of portfolio›$1.2M
Outlook Wealth Advisors, LLC20,229
0.2% of portfolio›$1.0M
CWA Asset Management Group, LLC7,640
0.0% of portfolio›$388.1K
Occidental Asset Management, LLC7,396
0.0% of portfolio›$375.7K
Realta Investment Advisors6,478
0.1% of portfolio›$329.1K
Perigon Wealth Management, LLC4,874
0.0% of portfolio›$247.6K
Creative Financial Designs Inc2,841
0.0% of portfolio›$144.3K
Capital Investment Advisory Services, LLC105
0.0% of portfolio›$5.3K
Wolff Wiese Magana LLC54
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
LPL Financial LLC
103,377$5.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Sunrise Financial Services, LLC
52,078$2.6M1.5%ETFMediumBurien, WA2026-10-21
Turning Point Benefit Group, Inc.
32,600$1.6M0.7%ETFMediumFrederick, MD2026-10-28
Sovran Advisors, LLC
23,735$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
Outlook Wealth Advisors, LLC
20,229$1.0M0.2%ETFMediumShenandoah, TX2026-10-28
CWA Asset Management Group, LLC
7,640$388.1K0.0%CoreMediumNaples, FL2026-10-19
Occidental Asset Management, LLC
7,396$375.7K0.0%GrowthLowBurlingame, CA2026-11-05
Realta Investment Advisors
6,478$329.1K0.1%GrowthMediumWilmington, DE2026-10-14
Perigon Wealth Management, LLC
4,874$247.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Creative Financial Designs Inc
2,841$144.3K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
105$5.3K0.0%CoreMediumRaleigh, NC2026-10-30
Wolff Wiese Magana LLC
54$2.7K0.0%GrowthLowCarslbad, CA2026-10-15