BLCR β€” ISHARES LARGE CAP CORE ACTIVE ETF

Ownership history in Bay Harbor Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Bay Harbor Wealth Management, LLC reported ISHARES LARGE CAP CORE ACTIVE ETF (BLCR) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.17% in 2026 Q1. The latest visible filing shows BLCR at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bay Harbor Wealth Management, LLC's position in ISHARES LARGE CAP CORE ACTIVE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BLCR was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bay Harbor Wealth Management, LLC held BLCR β€” position size vs. price
% of Fund (quarterly)    BLCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 110,021 β€” β€” 1.17% $4.5M 2026-04-14 $45.20

FAQ About Bay Harbor Wealth Management, LLC and BLCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bay Harbor Wealth Management, LLC reported owning BLCR?

Bay Harbor Wealth Management, LLC reported BLCR across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported BLCR position in Bay Harbor Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BLCR was 1.17% in 2026 Q1.

What is the latest reported BLCR position on this page?

The most recent filing on this page is 2026 Q1, when Bay Harbor Wealth Management, LLC reported 110,021 shares, equal to 1.17% of portfolio, with an estimated market value of $4.5M.

What does the chart on this BLCR ownership page compare?

The chart compares Bay Harbor Wealth Management, LLC's quarterly BLCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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