Congress Holdings

Most held

BALI

iShares U.S. Large Cap Premium Income Active ETF

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Nanette Diaz Barragán CA-44 Member Charles Schwab IRA Rollover ⇒ iShares U.S. Large Cap Premium Income Active ETF (BALI) EF $1,001 - $15,000 July 27, 2026
filing 10081390, p. 2

How the count is made: see Most held.