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Ishares DYN ACT ETF (BDYN)

CUSIP: 09290C723 | NYSE | 150 institutional holders

Quarters

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

Park Avenue Securities LLC4,112,327
1.9% of portfolio›$114.5M
WBH Advisory Inc1,077,376
2.0% of portfolio›$30.0M
Keystone Global Partners, LLC572,234
5.7% of portfolio›$15.9M
Advisory Solutions Group, LLC239,772
1.4% of portfolio›$6.7M
Silverlake Wealth Management LLC182,824
0.9% of portfolio›$5.1M
B. Riley Wealth Advisors, Inc.150,238
0.2% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.137,414
0.0% of portfolio›$3.8M
Strategic Blueprint, LLC122,442
0.2% of portfolio›$3.4M
RDA Financial Network118,292
0.7% of portfolio›$3.3M
Vise Technologies, Inc.113,758
0.0% of portfolio›$3.2M
Commonwealth Equity Services, LLC82,602
0.0% of portfolio›$2.3M
Signature Estate & Investment Advisors LLC74,924
0.0% of portfolio›$2.1M
Two West Capital Advisors LLC68,350
0.9% of portfolio›$1.9M
Claro Advisors Inc.60,193
0.2% of portfolio›$1.7M
LongView Wealth Management58,314
0.4% of portfolio›$1.6M
Prospera Financial Services Inc55,637
0.0% of portfolio›$1.5M
Cpwa, LLC44,565
1.4% of portfolio›$1.2M
Milestone Asset Management Group, LLC40,904
0.5% of portfolio›$1.1M
Aegis Wealth Management, Inc.38,688
0.6% of portfolio›$1.1M
GC Wealth Management RIA, LLC28,070
0.0% of portfolio›$781.5K
Magnus Financial Group LLC24,646
0.0% of portfolio›$686.2K
MSH Capital Advisors LLC23,725
0.1% of portfolio›$660.5K
Private Trust Co NA22,649
0.0% of portfolio›$630.6K
Elevation Wealth Management LLC19,424
0.4% of portfolio›$540.8K
Sowell Financial Services LLC19,065
0.0% of portfolio›$530.8K
Creative Financial Designs Inc19,015
0.0% of portfolio›$529.4K
SeaCrest Wealth Management, LLC18,078
0.1% of portfolio›$503.3K
MCF Advisors LLC12,331
0.0% of portfolio›$343.3K
Fifth Third Securities, Inc.11,728
0.0% of portfolio›$326.5K
Kestra Advisory Services, LLC11,409
0.0% of portfolio›$317.6K
Wealth Enhancement Advisory Services, LLC10,798
0.0% of portfolio›$301.5K
Avantra Family Wealth, Inc.10,746
0.2% of portfolio›$299.2K
Sovran Advisors, LLC9,613
0.0% of portfolio›$266.5K
One Advisory Partners, LLC9,439
0.1% of portfolio›$262.8K
Aries Wealth Management8,590
0.0% of portfolio›$239.2K
One Wealth Capital Management, LLC8,529
0.1% of portfolio›$237.4K
Fiduciary Family Office, LLC7,606
0.0% of portfolio›$211.8K
Assetmark, Inc6,518
0.0% of portfolio›$181.5K
Signature Equity Partners, LLC5,170
0.1% of portfolio›$143.9K
Farther Finance Advisors, LLC1,395
0.0% of portfolio›$38.8K
StyleTurnoverLocationFiled
Park Avenue Securities LLC
4,112,327$114.5M1.9%ETFMediumNew York, NY2026-10-26
WBH Advisory Inc
1,077,376$30.0M2.0%ETFLowBaltimore, MD2026-11-05
Keystone Global Partners, LLC
572,234$15.9M5.7%ETFMediumDenver, CO2026-10-13
Advisory Solutions Group, LLC
239,772$6.7M1.4%ETFN/APlymouth, MN2026-10-14
Silverlake Wealth Management LLC
182,824$5.1M0.9%ETFLowWilliston, VT2026-10-21
B. Riley Wealth Advisors, Inc.
150,238$4.2M0.2%GrowthLowMemphis, TN2026-10-13
Cambridge Investment Research Advisors, Inc.
137,414$3.8M0.0%ETFLowFairfield, IA2026-11-02
Strategic Blueprint, LLC
122,442$3.4M0.2%ETFLowAtlanta, GA2026-10-22
RDA Financial Network
118,292$3.3M0.7%GrowthMediumAkron, IA2026-10-15
Vise Technologies, Inc.
113,758$3.2M0.0%IndexLowNew York, NY2026-10-29
Commonwealth Equity Services, LLC
82,602$2.3M0.0%ETFLowWaltham, MA2026-11-02
Signature Estate & Investment Advisors LLC
74,924$2.1M0.0%ETFMediumLos Angeles, CA2026-10-13
Two West Capital Advisors LLC
68,350$1.9M0.9%ETFLowOverland Park, KS2026-10-15
Claro Advisors Inc.
60,193$1.7M0.2%CoreLowBoston, MA2026-11-02
LongView Wealth Management
58,314$1.6M0.4%ETFLowAtlanta, GA2026-10-19
Prospera Financial Services Inc
55,637$1.5M0.0%CoreMediumDallas, TX2026-11-04
Cpwa, LLC
44,565$1.2M1.4%GrowthN/AHood River, OR2026-11-04
Milestone Asset Management Group, LLC
40,904$1.1M0.5%ETFVery LowAvon, CT2026-10-20
Aegis Wealth Management, Inc.
38,688$1.1M0.6%ETFMediumGuthrie Center, IA2026-10-26
GC Wealth Management RIA, LLC
28,070$781.5K0.0%GrowthMediumCambridge, MA2026-11-02
Magnus Financial Group LLC
24,646$686.2K0.0%ETFLowNew York, NY2026-10-21
MSH Capital Advisors LLC
23,725$660.5K0.1%CoreLowScottsdale, AZ2026-11-03
Private Trust Co NA
22,649$630.6K0.0%CoreLowCleveland, OH2026-10-20
Elevation Wealth Management LLC
19,424$540.8K0.4%Agg GrowthLowEden Prairie, MN2026-11-02
Sowell Financial Services LLC
19,065$530.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Creative Financial Designs Inc
19,015$529.4K0.0%ETFMediumKokomo, IN2026-11-04
SeaCrest Wealth Management, LLC
18,078$503.3K0.1%GrowthLowPurchase, NY2026-10-21
MCF Advisors LLC
12,331$343.3K0.0%ETFLowLexington, KY2026-10-28
Fifth Third Securities, Inc.
11,728$326.5K0.0%ETFLowCincinnati, OH2026-10-21
Kestra Advisory Services, LLC
11,409$317.6K0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
10,798$301.5K0.0%CoreLowPlymouth, MN2026-10-13
Avantra Family Wealth, Inc.
10,746$299.2K0.2%CoreMediumMechanicsburg, PA2026-10-20
Sovran Advisors, LLC
9,613$266.5K0.0%ETFMediumSan Diego, CA2026-11-02
One Advisory Partners, LLC
9,439$262.8K0.1%ETFMediumOverland Park, KS2026-10-22
Aries Wealth Management
8,590$239.2K0.0%CoreVery LowPortland, ME2026-10-23
One Wealth Capital Management, LLC
8,529$237.4K0.1%GrowthMediumScottsdale, AZ2026-10-23
Fiduciary Family Office, LLC
7,606$211.8K0.0%GrowthLowBoca Raton, FL2026-11-04
Assetmark, Inc
6,518$181.5K0.0%ETFLowConcord, CA2026-10-21
Signature Equity Partners, LLC
5,170$143.9K0.1%GrowthMediumColumbus, OH2026-10-29
Farther Finance Advisors, LLC
1,395$38.8K0.0%IndexLowSan Francisco, CA2026-10-08