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Ishares Total Return ACT ETF (BRTR)

CUSIP: 092528876 | NYSE | 96 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sagespring Wealth Partners, LLC2,375,353
1.7% of portfolio›$113.6M
OpenArc Corporate Advisory, LLC1,866,848
1.0% of portfolio›$89.3M
Weil Company, Inc.680,201
5.6% of portfolio›$32.5M
Vise Technologies, Inc.557,700
0.2% of portfolio›$26.7M
CFS Investment Advisory Services, LLC296,408
0.9% of portfolio›$14.1M
Wetzel Investment Advisors, Inc.257,368
4.2% of portfolio›$12.3M
RFG - Bristol Wealth Advisors, LLC255,996
2.9% of portfolio›$12.2M
Redhawk Wealth Advisors, Inc.255,422
1.2% of portfolio›$12.2M
Forthright Family Wealth Advisory LLC237,021
6.4% of portfolio›$11.3M
Centerline Wealth Advisors, LLC219,735
3.3% of portfolio›$10.5M
Unique Wealth, LLC203,493
1.1% of portfolio›$9.7M
May Hill Capital, LLC169,577
1.6% of portfolio›$8.1M
Commonwealth Equity Services, LLC122,736
0.0% of portfolio›$5.9M
SWP Financial LLC119,286
2.6% of portfolio›$5.7M
R2 Capital Strategies, LLC117,883
2.4% of portfolio›$5.6M
McKinley Carter Wealth Services, Inc.106,511
0.3% of portfolio›$5.1M
Cyndeo Wealth Partners, LLC102,350
0.2% of portfolio›$4.9M
Taylor & Morgan Wealth Management, LLC45,820
1.1% of portfolio›$2.2M
MBE Wealth Management, LLC39,802
0.7% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC35,441
0.0% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.34,620
0.0% of portfolio›$1.7M
Breakwater Capital Group33,712
0.2% of portfolio›$1.6M
Fairvoy Private Wealth, LLC24,128
0.2% of portfolio›$1.2M
PFG Advisors23,736
0.1% of portfolio›$1.1M
Oregon Pacific Wealth Management, LLC9,216
0.4% of portfolio›$440.9K
Virtue Capital Management, LLC8,661
0.1% of portfolio›$414.3K
Concurrent Investment Advisors, LLC8,616
0.0% of portfolio›$412.2K
Silverlake Wealth Management LLC7,648
0.1% of portfolio›$365.9K
Crusonia Wealth Advisors LLC6,940
0.0% of portfolio›$332.0K
PUREfi Wealth, LLC6,818
0.2% of portfolio›$326.2K
Greatmark Investment Partners, Inc.6,485
0.0% of portfolio›$310.2K
Alexander Randolph Advisory, Inc.6,230
0.2% of portfolio›$298.0K
ShoreHaven Wealth Partners, LLC6,195
0.1% of portfolio›$296.4K
Parisi Gray Wealth Management5,854
0.1% of portfolio›$280.0K
MSH Capital Advisors LLC5,785
0.0% of portfolio›$276.8K
Farther Finance Advisors, LLC2,000
0.0% of portfolio›$95.7K
Latitude Advisors, LLC888
0.0% of portfolio›$42.5K
Capital Investment Advisory Services, LLC684
0.0% of portfolio›$32.7K
Ascentis Independent Advisors137
0.0% of portfolio›$6.6K
StyleTurnoverLocationFiled
Sagespring Wealth Partners, LLC
2,375,353$113.6M1.7%ETFLowFranklin, TN2026-10-22
OpenArc Corporate Advisory, LLC
1,866,848$89.3M1.0%GrowthLowAtlanta, GA2026-10-21
Weil Company, Inc.
680,201$32.5M5.6%ETFLowSan Diego, CA2026-10-14
Vise Technologies, Inc.
557,700$26.7M0.2%IndexLowNew York, NY2026-10-29
CFS Investment Advisory Services, LLC
296,408$14.1M0.9%ETFMediumTotowa, NJ2026-10-19
Wetzel Investment Advisors, Inc.
257,368$12.3M4.2%ETFLowIndianapolis, IN2026-10-13
RFG - Bristol Wealth Advisors, LLC
255,996$12.2M2.9%ETFLowTaunton, MA2026-10-09
Redhawk Wealth Advisors, Inc.
255,422$12.2M1.2%ETFHighMinneapolis, MN2026-10-14
Forthright Family Wealth Advisory LLC
237,021$11.3M6.4%ETFHighHouston, TX2026-11-03
Centerline Wealth Advisors, LLC
219,735$10.5M3.3%ETFHighLouisville, KY2026-10-15
Unique Wealth, LLC
203,493$9.7M1.1%ETFMediumTampa, FL2026-10-16
May Hill Capital, LLC
169,577$8.1M1.6%ETFLowCohasset, MA2026-11-03
Commonwealth Equity Services, LLC
122,736$5.9M0.0%ETFLowWaltham, MA2026-11-02
SWP Financial LLC
119,286$5.7M2.6%ETFMediumEncinitas, CA2026-10-23
R2 Capital Strategies, LLC
117,883$5.6M2.4%ETFN/ALincoln, NE2026-10-15
McKinley Carter Wealth Services, Inc.
106,511$5.1M0.3%ETFMediumWheeling, WV2026-10-16
Cyndeo Wealth Partners, LLC
102,350$4.9M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Taylor & Morgan Wealth Management, LLC
45,820$2.2M1.1%ETFVery LowTroy, MI2026-10-09
MBE Wealth Management, LLC
39,802$1.9M0.7%ETFVery LowTomah, WI2026-10-26
Wealth Enhancement Advisory Services, LLC
35,441$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
34,620$1.7M0.0%ETFLowFairfield, IA2026-11-02
Breakwater Capital Group
33,712$1.6M0.2%ETFLowParamus, NJ2026-10-09
Fairvoy Private Wealth, LLC
24,128$1.2M0.2%GrowthMediumBirmingham, AL2026-10-19
PFG Advisors
23,736$1.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Oregon Pacific Wealth Management, LLC
9,216$440.9K0.4%ETFMediumMedford, OR2026-10-20
Virtue Capital Management, LLC
8,661$414.3K0.1%GrowthHighBrentwood, TN2026-10-29
Concurrent Investment Advisors, LLC
8,616$412.2K0.0%GrowthMediumTampa, FL2026-10-16
Silverlake Wealth Management LLC
7,648$365.9K0.1%ETFLowWilliston, VT2026-10-21
Crusonia Wealth Advisors LLC
6,940$332.0K0.0%ETFVery LowDenver, CO2026-10-26
PUREfi Wealth, LLC
6,818$326.2K0.2%GrowthMediumBoston, MA2026-10-19
Greatmark Investment Partners, Inc.
6,485$310.2K0.0%ValueVery LowColumbus, GA2026-10-28
Alexander Randolph Advisory, Inc.
6,230$298.0K0.2%YieldLowMclean, VA2026-11-04
ShoreHaven Wealth Partners, LLC
6,195$296.4K0.1%ETFMediumRed Bank, NJ2026-10-16
Parisi Gray Wealth Management
5,854$280.0K0.1%GrowthLowMendham, NJ2026-10-16
MSH Capital Advisors LLC
5,785$276.8K0.0%CoreLowScottsdale, AZ2026-11-03
Farther Finance Advisors, LLC
2,000$95.7K0.0%IndexLowSan Francisco, CA2026-10-08
Latitude Advisors, LLC
888$42.5K0.0%ETFLowYorkville, IL2026-10-27
Capital Investment Advisory Services, LLC
684$32.7K0.0%CoreMediumRaleigh, NC2026-10-30
Ascentis Independent Advisors
137$6.6K0.0%ETFLowDallas, TX2026-11-03