Position in BLK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,812,218
+$1,576,278 QoQ
Shares Held
3,964
+89.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $40,501,751 across 160 Asset Management names. BLK ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
197,649 | $9,431,810 | |
| 2 | TSLX |
Sixth Street Specialty Lending, Inc.
|
233,911 | $4,299,284 | |
| 3 | KKR |
KKR & Co. Inc.
|
41,368 | $3,826,540 | |
| 4 | BLK |
BlackRock, Inc.
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|
3,964 | $3,812,218 | |
| 5 | APO |
Apollo Global Management, Inc.
|
22,899 | $2,551,406 | |
| 6 | IQI |
Invesco Quality Municipal Income Trust
|
124,151 | $1,194,332 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
21,793 | $1,151,106 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
32,036 | $1,135,355 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,812,218 | 3,964 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,235,940 | 2,089 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,595,226 | 2,226 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,432,161 | 2,318 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,010,323 | 2,124 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,896,453 | 1,850 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||