Invst, LLC

Position in BLK — BlackRock, Inc.

CIK 1867587 INDIANAPOLIS, IN

Position in BLK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,139,448

-$20,374 QoQ

Shares Held

1,185

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,133

of 2,274 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Invst, LLC holds $5,294,383 across 5 Asset Management names. BLK ranks #3 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFG	Principal Financial Group Inc	17,156	$1,849,073
2	BN	BROOKFIELD Corp /ON/	27,095	$1,153,976
3	BLK	BlackRock, Inc. This page	1,185	$1,139,448
4	BEN	Franklin Resources Inc	28,051	$933,256
5	BX	Blackstone Inc.	1,858	$218,630

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,139,448	1,185	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$1,159,822	1,206	-14.5%	Shares	Sole	2026-05-13
2025-12-31	$1,509,179	1,410	-9.1%	Shares	Sole	2026-02-11
2025-09-30	$1,808,264	1,551	-3.8%	Shares	Sole	2026-02-04
2025-06-30	$1,692,440	1,613	+0.7%	Shares	Sole	2025-10-16
2025-03-31	$1,516,260	1,602	-34.1%	Shares	Sole	2025-06-03
2024-12-31	$2,491,017	2,430	—	Shares	Sole	2025-02-19
No filing history on record for this holder in this stock.