INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in BLK — BlackRock, Inc.
CIK 925953
THE WOODLANDS, TX
Position in BLK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,903,911
+$8,203 QoQ
Shares Held
3,020
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#799
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $3,005,551 across 2 Asset Management names. BLK ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
3,020 | $2,903,911 | |
| 2 | WIW |
Western Asset Inflation-Linked Opportunities & Income Fund
|
12,100 | $101,640 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,903,911 | 3,020 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,895,708 | 3,011 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,318,054 | 3,100 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,715,627 | 3,187 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,376,486 | 3,218 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,027,789 | 3,199 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,285,477 | 3,205 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||