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5%+ stakes · Schedule 13D and 13G

iShares BBB-B CLO Active ETF: 5%+ holders

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MentionFox check on iShares BBB-B CLO Active ETF: no red flags found in 57 sources (checked 5 November 2026). mentionfox.com/c/stakes/ishares-bbb-b-clo-active-etf

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Who has reported owning 5% or more of iShares BBB-B CLO Active ETF, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 5, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of iShares BBB-B CLO Active ETF. The largest reported stake is BlackRock Portfolio Management LLC's, at 43.5%. 57 filings are on record since July 2, 2025 (Schedule 13G/A, November 4, 2026).

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Key facts

  • · Reporting person: BlackRock Portfolio Management LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 1,000,000 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-11-04
  • · Holder: BlackRock Portfolio Management LLC · Percent: 18.7% · SCHEDULE 13G/A
  • · Holder: BlackRock Portfolio Management LLC · Percent: 5.2% · SCHEDULE 13G/A
  • · Holder: BlackRock Portfolio Management LLC · Percent: 21.5% · SCHEDULE 13G/A
  • · Holder: BlackRock Portfolio Management LLC · Percent: 50% · SCHEDULE 13G/A
At 5% or more2
Filings57
Latest filing2026-11-04

iShares BBB-B CLO Active ETF has 57 Schedule 13D or 13G filings on record since 2025-07-02. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
BlackRock Portfolio Management LLC43.5%1,000,000SCHEDULE 13G/A, 2026-11-042026-10-31
Fmr LLC5.2%744,112SCHEDULE 13G, 2026-08-062026-06-30
Weil Company, Inc.4.17%680,200SCHEDULE 13G/A, 2026-10-022026-09-30

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Want the whole picture on iShares BBB-B CLO Active ETF?

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

A Full Report on iShares BBB-B CLO Active ETF: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on iShares BBB-B CLO Active ETF covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    57 cited sources found

Plus the sections for what you are deciding, which you pick after ordering.

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First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock Portfolio Management LLC001,000,0000SCHEDULE 13G/A, 2026-11-04
Fmr LLC00744,1120SCHEDULE 13G, 2026-08-06
Abigail P. Johnson00744,1120SCHEDULE 13G, 2026-08-06
Weil Company, Inc.680,2000680,2000SCHEDULE 13G/A, 2026-10-02

The latest filing identifies iShares BBB-B CLO Active ETF by CUSIP 092528850 and gives its principal executive office as 100 BELLEVUE PARKWAY, WILMINGTON, DE 19809 (SCHEDULE 13G/A, 2026-11-04).

Timeline

FiledHolderPercentFiling
2025-07-02BlackRock Portfolio Management LLC87%SCHEDULE 13G/A
2025-07-02BlackRock Portfolio Management LLC76.9%SCHEDULE 13G/A
2025-07-02BlackRock Portfolio Management LLC100%SCHEDULE 13G
2025-07-15BlackRock Portfolio Management LLC21.3%SCHEDULE 13G/A
2025-07-15BlackRock Portfolio Management LLC6.8%SCHEDULE 13G/A
2025-08-05BlackRock Portfolio Management LLC32.9%SCHEDULE 13G/A
2025-08-15Weil Company, Inc.15.4%SCHEDULE 13G
2025-09-05BlackRock Portfolio Management LLC12.9%SCHEDULE 13G/A
2025-09-05BlackRock Portfolio Management LLC76.9%SCHEDULE 13G/A
2025-09-05BlackRock Portfolio Management LLC15.5%SCHEDULE 13G/A
2025-10-02BlackRock Portfolio Management LLC71.4%SCHEDULE 13G/A
2025-10-02BlackRock Portfolio Management LLC69%SCHEDULE 13G/A
2025-10-02BlackRock Portfolio Management LLC2.1%SCHEDULE 13G/A
2025-10-17BlackRock Portfolio Management LLC4.9%SCHEDULE 13G/A
2025-10-17BlackRock Portfolio Management LLC29.2%SCHEDULE 13G/A
2025-10-17BlackRock Portfolio Management LLC95.2%SCHEDULE 13G/A
2025-10-17BlackRock Portfolio Management LLC7.7%SCHEDULE 13G/A
2025-11-06BlackRock Portfolio Management LLC92.9%SCHEDULE 13G
2025-11-12Weil Company, Inc.11.36%SCHEDULE 13G/A
2025-12-04BlackRock Portfolio Management LLC86.7%SCHEDULE 13G/A
2025-12-04BlackRock Portfolio Management LLC62.5%SCHEDULE 13G/A
2026-01-05Weil Company, Inc.6.31%SCHEDULE 13G/A
2026-01-08BlackRock Portfolio Management LLC92.9%SCHEDULE 13G/A
2026-01-21BlackRock Portfolio Management LLC6.5%SCHEDULE 13G
2026-01-21BlackRock Portfolio Management LLC25.1%SCHEDULE 13G/A
2026-01-21BlackRock Portfolio Management LLC11.6%SCHEDULE 13G/A
2026-01-21BlackRock Portfolio Management LLC93%SCHEDULE 13G/A
2026-01-21BlackRock Portfolio Management LLC66.7%SCHEDULE 13G/A
2026-01-21BlackRock Portfolio Management LLC60.6%SCHEDULE 13G/A
2026-02-04Weil Company, Inc.6.19%SCHEDULE 13G/A
2026-02-06BlackRock Portfolio Management LLC42.8%SCHEDULE 13G
2026-03-04BlackRock Portfolio Management LLC51.3%SCHEDULE 13G/A
2026-04-07BlackRock Portfolio Management LLC86.7%SCHEDULE 13G/A
2026-04-29BlackRock Portfolio Management LLC22.4%SCHEDULE 13G/A
2026-04-29BlackRock Portfolio Management LLC90.9%SCHEDULE 13G/A
2026-04-29BlackRock Portfolio Management LLC4.9%SCHEDULE 13G/A
2026-04-30BlackRock Portfolio Management LLC45.1%SCHEDULE 13G/A
2026-05-06BlackRock Portfolio Management LLC33.7%SCHEDULE 13G/A
2026-06-04BlackRock Portfolio Management LLC99.9%SCHEDULE 13G/A
2026-07-08BlackRock Portfolio Management LLC1.6%SCHEDULE 13G/A
2026-07-08BlackRock Portfolio Management LLC41.7%SCHEDULE 13G/A
2026-07-17BlackRock Portfolio Management LLC23.4%SCHEDULE 13G/A
2026-07-17BlackRock Portfolio Management LLC12.7%SCHEDULE 13G/A
2026-07-17BlackRock Portfolio Management LLC29.5%SCHEDULE 13G/A
2026-08-06Fmr LLC5.2%SCHEDULE 13G
2026-08-06BlackRock Portfolio Management LLC58.8%SCHEDULE 13G/A
2026-08-06BlackRock Portfolio Management LLC23.7%SCHEDULE 13G/A
2026-08-10Weil Company, Inc.4.55%SCHEDULE 13G/A
2026-09-04BlackRock Portfolio Management LLC92.9%SCHEDULE 13G/A
2026-09-04BlackRock Portfolio Management LLC34.5%SCHEDULE 13G/A
2026-10-02Weil Company, Inc.4.17%SCHEDULE 13G/A
2026-10-05BlackRock Portfolio Management LLC50%SCHEDULE 13G/A
2026-10-05BlackRock Portfolio Management LLC1.5%SCHEDULE 13G/A
2026-10-27BlackRock Portfolio Management LLC5.2%SCHEDULE 13G/A
2026-10-27BlackRock Portfolio Management LLC21.5%SCHEDULE 13G/A
2026-11-04BlackRock Portfolio Management LLC18.7%SCHEDULE 13G/A
2026-11-04BlackRock Portfolio Management LLC43.5%SCHEDULE 13G/A

Questions about who owns iShares BBB-B CLO Active ETF

Who owns iShares BBB-B CLO Active ETF?

On this page, 2 holders' latest ownership filings report 5% or more of iShares BBB-B CLO Active ETF: BlackRock Portfolio Management LLC (43.5%, Schedule 13G/A, filed 2026-11-04) and Fmr LLC (5.2%, Schedule 13G, filed 2026-08-06).

Who are the largest shareholders of iShares BBB-B CLO Active ETF?

By the share each holder's latest filing reports, the largest holders of iShares BBB-B CLO Active ETF on this page are BlackRock Portfolio Management LLC (43.5%) and Fmr LLC (5.2%).

When did BlackRock Portfolio Management LLC buy into iShares BBB-B CLO Active ETF?

The filings give report dates, not purchase dates. The earliest filing from BlackRock Portfolio Management LLC on this page is the Schedule 13G/A, filed 2025-07-02, reporting 87%; its latest, Schedule 13G/A filed 2026-11-04, reports 43.5%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 57 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/ishares-bbb-b-clo-active-etf
Last updated 2026-11-05
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of iShares BBB-B CLO Active ETF? 2 holders at 5% or more, largest BlackRock Portfolio Management LLC 43.5%. MentionFox, 2026-11-05. https://mentionfox.com/stakes/ishares-bbb-b-clo-active-etf