Position in BLK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,391,951
+$1,141,026 QoQ
Shares Held
3,527
+67.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $131,226,274 across 129 Asset Management names. BLK ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
637,542 | $22,594,488 | |
| 2 | BX |
Blackstone Inc.
|
62,990 | $7,243,220 | |
| 3 | MAIN |
Main Street Capital CORP
|
103,138 | $5,462,188 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
318,785 | $5,295,018 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
190,867 | $4,655,246 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
95,026 | $4,534,640 | |
| 7 | BLK |
BlackRock, Inc.
This page
|
3,527 | $3,391,951 | |
| 8 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
288,008 | $3,211,289 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,391,951 | 3,527 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,250,925 | 2,103 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,760,780 | 2,368 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,282,118 | 2,175 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,224,228 | 2,350 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,294,196 | 2,238 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||