BLACKROCK RES & COMM STRAT T shareholder history

Current and past BLACKROCK RES & COMM STRAT T shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.01%0.02%0.06%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.02%Q2 2013Q3 202342
Janney Montgomery Scott LLC 29110.00%0.00%0.01%Q3 2013Q3 202340
FIFTH THIRD BANCORP 40400.00%0.00%0.00%Q4 2013Q3 202340
LAZARD ASSET MANAGEMENT LLC 39390.00%0.05%0.10%Q1 2014Q3 202339
GUGGENHEIM CAPITAL LLC 2820.00%0.01%0.04%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 2510.00%0.00%0.00%Q2 2013Q3 202335
Creative Planning 3110.00%0.00%0.00%Q2 2013Q3 202335
MARATHON CAPITAL MANAGEMENT 2780.12%0.27%1.18%Q4 2014Q3 202335
BENJAMIN F. EDWARDS & COMPANY, INC. 35350.00%0.06%0.17%Q1 2015Q3 202335
1607 Capital Partners, LLC 34340.16%2.36%3.45%Q2 2013Q3 202134
DOLIVER ADVISORS, LP 1720.05%0.66%2.10%Q1 2013Q4 202133
Stratos Wealth Partners, LTD. 33330.02%0.14%0.31%Q3 2015Q3 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Cordasco Financial Network 31310.03%0.09%0.45%Q4 2014Q2 202231
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2470.02%0.07%0.12%Q3 2014Q3 202331
Private Advisor Group, LLC 3010.00%0.02%0.06%Q2 2014Q3 202331
Canal Insurance CO 29290.37%0.56%0.70%Q3 2016Q3 202329
Advisors Asset Management, Inc. 29290.00%0.08%0.16%Q4 2014Q4 202129
AMERIPRISE FINANCIAL INC 2720.00%0.01%0.01%Q2 2013Q3 202329
WEDBUSH SECURITIES INC 2310.01%0.02%0.04%Q2 2013Q2 202129
RB Capital Management, LLC 28280.02%0.83%1.96%Q4 2016Q3 202328
Cambridge Investment Research Advisors, Inc. 1910.00%0.01%0.02%Q4 2014Q3 202328
Peak Asset Management, LLC 2170.03%0.17%0.32%Q4 2014Q4 202228
Prospera Financial Services Inc 1820.01%0.15%0.40%Q1 2016Q3 202328
Edmonds Duncan Registered Investment Advisors, LLC 2260.18%0.28%0.39%Q4 2015Q3 202328
Steward Partners Investment Advisory, LLC 27270.00%0.02%0.05%Q1 2017Q3 202327
Stockman Wealth Management, Inc. 27270.03%0.11%0.22%Q1 2017Q3 202327
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 710.02%0.11%0.33%Q1 2014Q3 202326
STIFEL FINANCIAL CORP 1610.00%0.01%0.04%Q3 2015Q3 202325
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 25250.09%0.46%1.27%Q2 2013Q2 201925
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1530.00%0.00%0.01%Q2 2014Q1 202225
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.03%0.14%Q2 2013Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.05%0.11%0.25%Q4 2017Q3 202324
THRIVENT FINANCIAL FOR LUTHERANS 24240.00%0.00%0.00%Q1 2015Q4 202024
Advisory Services Network, LLC 1010.00%0.01%0.09%Q2 2015Q1 202324
LADENBURG THALMANN FINANCIAL SERVICES INC. 24240.00%0.01%0.02%Q1 2014Q4 201924
Sound Income Strategies, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 910.01%0.26%1.47%Q4 2014Q3 202323
AdvisorNet Financial, Inc 23230.00%0.01%0.04%Q1 2018Q3 202323
CORNERSTONE ADVISORS INC 23230.29%1.94%3.69%Q3 2013Q1 201923
GOLDMAN SACHS GROUP INC 1410.00%0.00%0.00%Q2 2014Q3 202323
OPPENHEIMER & CO INC 1210.00%0.01%0.04%Q1 2015Q3 202323
STEPHENS INC /AR/ 2210.00%0.00%0.01%Q2 2017Q3 202323
Carroll Financial Associates, Inc. 1480.00%0.00%0.00%Q1 2016Q4 202122
AQR Arbitrage LLC 940.00%0.04%0.17%Q1 2015Q3 202322
D.A. DAVIDSON & CO. 1030.00%0.00%0.01%Q1 2015Q3 202322
WINTRUST INVESTMENTS LLC 1820.01%0.03%0.11%Q2 2016Q1 202222
NEXT Financial Group, Inc 710.00%0.00%0.02%Q2 2014Q4 202122
DEUTSCHE BANK AG\ 1290.00%0.00%0.00%Q3 2013Q2 202021
CWM, LLC 1410.00%0.00%0.00%Q1 2018Q3 202321
IFP Advisors, Inc 1470.00%0.01%0.01%Q4 2015Q3 202321
Penn Mutual Asset Management, LLC 21210.55%2.84%7.44%Q3 2018Q3 202321
Focused Wealth Management, Inc 2010.00%0.00%0.01%Q2 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Matisse Capital 21210.24%1.29%3.26%Q4 2015Q4 202021
Edge Wealth Management LLC 20200.00%0.01%0.01%Q1 2017Q4 202120
HighTower Advisors, LLC 1010.00%0.00%0.00%Q4 2013Q3 202320
MONECO Advisors, LLC 20200.15%0.24%0.35%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.04%0.06%0.10%Q4 2013Q3 201820
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
SHEPHERD KAPLAN KROCHUK, LLC 1820.08%0.26%0.44%Q3 2016Q1 202220
Ancora Advisors LLC 20200.00%0.03%0.08%Q4 2015Q3 202020
9258 Wealth Management, LLC 20200.08%0.18%0.46%Q4 2018Q3 202320
RAYMOND JAMES TRUST N.A. 1090.00%0.01%0.02%Q1 2015Q2 202019
Thomas J. Herzfeld Advisors, Inc. 19190.05%0.08%0.12%Q2 2013Q4 201719
B. Riley Wealth Advisors, Inc. 1110.00%0.05%0.23%Q4 2014Q2 202219
Johnson Financial Group, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
RIVERNORTH CAPITAL MANAGEMENT, LLC 910.01%0.19%0.49%Q4 2015Q3 202018
Global Endowment Management, LP 18180.04%0.08%0.10%Q2 2013Q3 201718
Highlander Capital Management, LLC 1710.00%0.00%0.01%Q4 2014Q3 202318
JAMES INVESTMENT RESEARCH INC 17170.00%0.02%0.06%Q1 2016Q1 202017
Sigma Planning Corp 1120.00%0.01%0.01%Q4 2016Q3 202317
FMR LLC 1010.00%0.00%0.00%Q3 2018Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.01%0.01%Q3 2019Q3 202317
DELTA ASSET MANAGEMENT LLC/TN 1610.00%0.00%0.00%Q1 2015Q3 202317
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q4 2014Q3 202317
Ionic Capital Management LLC 610.02%0.08%0.16%Q4 2014Q4 202016
Mission Creek Capital Partners, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
Oxbow Advisors, LLC 1420.01%0.30%0.80%Q2 2015Q4 201916
1832 Asset Management L.P. 16160.01%0.01%0.03%Q2 2016Q1 202016
Baird Financial Group, Inc. 16160.00%0.00%0.01%Q2 2015Q1 201916
Carmichael Hill & Associates, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Hanson & Doremus Investment Management 16160.00%0.00%0.00%Q4 2018Q3 202216
Karpus Management, Inc. 840.00%0.15%0.58%Q4 2014Q3 202316
Walleye Capital LLC 830.00%0.03%0.13%Q1 2019Q2 202316
HighMark Wealth Management LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.03%0.11%Q2 2013Q4 201615
Vontobel Swiss Wealth Advisors AG 15150.05%1.79%2.79%Q3 2015Q1 201915
Eudaimonia Partners, LLC 870.09%0.12%0.17%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
BANK OF MONTREAL /CAN/ 810.00%0.00%0.00%Q3 2018Q3 202215
Moors & Cabot, Inc. 15150.01%0.02%0.03%Q1 2020Q3 202315
MERIDIAN INVESTMENT COUNSEL INC. 14140.05%0.07%0.09%Q1 2017Q2 202014
TRUIST FINANCIAL CORP 14140.00%0.00%0.00%Q4 2019Q1 202314
US BANCORP \DE\ 810.00%0.00%0.00%Q3 2015Q3 202314
BB&T SECURITIES, LLC 14140.00%0.01%0.01%Q2 2016Q3 201914
GEODE CAPITAL MANAGEMENT, LLC 810.00%0.00%0.00%Q1 2015Q4 201914
Live Oak Private Wealth LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
NORTHERN TRUST CORP 1030.00%0.00%0.00%Q4 2015Q3 202313
Tower Research Capital LLC (TRC) 410.00%0.01%0.05%Q2 2013Q2 202313
DUBUQUE BANK & TRUST CO 13130.00%0.00%0.00%Q4 2014Q4 201713
Bell Rock Capital LLC 13130.01%0.01%0.02%Q4 2016Q4 201913
Commonwealth Equity Services, Inc 13130.00%0.00%0.01%Q3 2014Q3 201713
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Allworth Financial LP 750.00%0.00%0.00%Q1 2019Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.01%0.03%0.05%Q4 2018Q3 202112
CREATIVE FINANCIAL DESIGNS INC /ADV 910.00%0.02%0.04%Q4 2016Q1 202212
Wealthcare Advisory Partners LLC 1110.00%0.01%0.04%Q3 2017Q1 202112
Strategic Advisors LLC 1110.01%0.02%0.04%Q2 2020Q3 202312
Walleye Trading LLC 930.00%0.00%0.00%Q3 2018Q4 202112
SeaCrest Wealth Management, LLC 660.00%0.02%0.05%Q4 2017Q2 202212
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2017Q4 202212
PARK AVENUE SECURITIES LLC 1110.00%0.01%0.03%Q4 2017Q3 202212
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Smithfield Trust Co 12120.00%0.00%0.00%Q4 2020Q3 202312
SIGNATUREFD, LLC 11110.00%0.00%0.01%Q1 2014Q3 201611
Global Retirement Partners, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
TFS CAPITAL LLC 310.03%0.09%0.19%Q2 2013Q2 201711
Alpha Omega Wealth Management LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11110.00%0.00%0.00%Q4 2014Q2 201711
ROYCE & ASSOCIATES LP 830.01%0.02%0.03%Q4 2015Q3 201811
Pinnacle Bancorp, Inc. 1010.00%0.01%0.02%Q1 2017Q1 202111
44 WEALTH MANAGEMENT LLC 11110.48%1.01%1.46%Q4 2020Q2 202311
Citadel Advisors 310.00%0.00%0.00%Q2 2015Q3 202311
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2016Q3 202310
INGALLS & SNYDER LLC 10100.01%0.03%0.04%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Intellectus Partners, LLC 10100.07%0.41%0.63%Q2 2021Q3 202310
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 10100.06%0.09%0.14%Q1 2014Q2 201610
BDO Wealth Advisors, LLC 10100.01%0.02%0.03%Q1 2021Q2 202310
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q4 2013Q1 201610
BANK OF NOVA SCOTIA 520.00%0.01%0.03%Q3 2015Q4 201810
PATTON ALBERTSON MILLER GROUP, LLC 10100.04%0.05%0.06%Q2 2016Q3 201810
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
ROWLAND CARMICHAEL ADVISORS INC /ADV 10100.08%0.15%0.22%Q3 2018Q4 202010
RMB Capital Management, LLC 420.01%0.06%0.14%Q4 2015Q4 202010
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 640.00%0.09%0.18%Q1 2020Q4 202210
San Luis Wealth Advisors LLC 910.11%0.32%0.62%Q4 2020Q3 202310
KING INVESTMENT ADVISORS INC/TX 990.12%0.41%0.55%Q2 2013Q2 20159
Coe Capital Management, LLC 420.12%0.25%0.49%Q2 2013Q3 20169
Realta Investment Advisors 510.01%0.03%0.06%Q2 2019Q3 20239
Formidable Asset Management, LLC 990.01%0.02%0.02%Q1 2014Q1 20169
NEWGATE CAPITAL MANAGEMENT LLC 990.17%1.86%3.76%Q4 2013Q4 20159
Farmers & Merchants Trust Co of Chambersburg PA 990.02%0.02%0.02%Q3 2021Q3 20239
Waverly Advisors, LLC 520.02%0.02%0.03%Q3 2013Q2 20199
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 991.33%4.48%6.59%Q2 2015Q2 20179
Leisure Capital Management 540.09%0.10%0.11%Q2 2021Q3 20239
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 990.06%0.07%0.07%Q3 2021Q3 20239
Cetera Advisor Networks LLC 810.00%0.00%0.00%Q2 2020Q3 20239
Shulman DeMeo Asset Management LLC 990.03%0.05%0.07%Q4 2018Q4 20209
Quantedge Capital Pte Ltd 510.09%0.53%2.17%Q4 2020Q3 20239
FirstPurpose Wealth LLC 880.05%0.07%0.11%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 530.00%0.00%0.01%Q1 2021Q1 20238
MUFG Americas Holdings Corp 510.00%0.00%0.00%Q2 2014Q3 20228
Allspring Global Investments Holdings, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Cardan Capital Partners, LLC 880.02%0.04%0.06%Q1 2016Q4 20178
COHEN & STEERS, INC. 530.00%0.00%0.00%Q4 2014Q2 20198
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q4 2014Q3 20238
WFG Advisors, LP 440.00%0.00%0.01%Q4 2014Q2 20178
Claraphi Advisory Network, LLC 610.01%0.19%0.48%Q2 2018Q3 20228
FourThought Financial, LLC 880.03%0.08%0.13%Q4 2020Q3 20228
FIDUCIARY TRUST INTERNATIONAL LLC 880.24%0.28%0.33%Q2 2017Q1 20198
PENN MUTUAL LIFE INSURANCE CO 521.34%2.78%4.91%Q3 2016Q2 20187
Index Management Solutions, LLC 770.00%0.25%0.61%Q2 2013Q4 20147
FIRST TRUST ADVISORS LP 770.00%0.00%0.00%Q1 2022Q3 20237
6 Meridian 610.05%0.13%0.24%Q4 2017Q1 20207
West Oak Capital, LLC 770.00%0.01%0.01%Q1 2021Q3 20227
Atria Wealth Solutions, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 770.00%0.01%0.01%Q2 2019Q4 20207
Westside Investment Management, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.09%0.11%0.13%Q4 2021Q3 20237
Atlas Private Wealth Advisors 770.06%0.09%0.12%Q2 2020Q4 20217
Aviance Capital Partners, LLC 770.05%0.09%0.14%Q2 2013Q4 20147
CSS LLC/IL 510.00%0.01%0.02%Q2 2016Q4 20207
Investors Capital Advisory Services 770.02%0.02%0.03%Q4 2014Q2 20167
Ahrens Investment Partners LLC 310.01%0.04%0.08%Q4 2018Q1 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.02%0.03%0.04%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 610.00%0.00%0.00%Q4 2014Q3 20167
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
AQR Capital Management 770.01%0.01%0.02%Q2 2013Q4 20147
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
Integrated Wealth Management 770.01%0.01%0.02%Q1 2015Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.16%0.34%0.53%Q2 2013Q4 20147
Cetera Investment Advisers 770.00%0.00%0.01%Q4 2020Q2 20227
Advisory Alpha, LLC 610.03%0.50%0.77%Q2 2017Q1 20217
Anchor Investment Management, LLC 660.00%0.00%0.01%Q3 2017Q4 20186
Stolper Co 420.04%0.18%0.30%Q1 2020Q3 20236
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2018Q3 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.00%0.03%0.06%Q4 2020Q3 20236
Dynamic Advisor Solutions LLC 330.01%0.05%0.10%Q1 2015Q2 20206
Jacobi Capital Management LLC 660.00%0.00%0.00%Q2 2018Q3 20196
LINCOLN NATIONAL CORP 330.00%0.02%0.04%Q4 2017Q2 20196
Bradley & Co. Private Wealth Management, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Edge Advisors, LLC 660.00%0.01%0.01%Q4 2016Q1 20186
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q2 2022Q3 20236
Claro Advisors LLC 660.07%0.13%0.17%Q2 2022Q3 20236
MML INVESTORS SERVICES, LLC 660.01%0.01%0.01%Q1 2017Q2 20186
TRUST CO OF VERMONT 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Evolution Wealth Advisors, LLC 410.00%0.00%0.00%Q1 2019Q1 20215
EverSource Wealth Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Relative Value Partners, LLC 550.02%0.03%0.03%Q1 2014Q1 20155
Krilogy Financial LLC 410.00%0.00%0.00%Q2 2017Q3 20185
SEI INVESTMENTS CO 310.00%0.00%0.00%Q1 2016Q3 20175
NINE MASTS CAPITAL Ltd 310.10%0.22%0.37%Q4 2016Q3 20185
Arete Wealth Advisors, LLC 410.01%0.40%0.58%Q2 2014Q2 20235
HOEY INVESTMENTS, INC 550.00%0.02%0.05%Q3 2022Q3 20235
Versant Capital Management, Inc 550.04%0.04%0.04%Q4 2015Q4 20165
Greytown Advisors Inc. 550.43%0.60%0.90%Q4 2020Q4 20215
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Vanguard Capital Wealth Advisors 410.12%0.33%0.55%Q4 2017Q3 20235
SII INVESTMENTS INC/WI 550.01%0.01%0.01%Q4 2016Q4 20175
Alexandria Capital, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Cornerstone Advisors, LLC 550.47%0.66%0.82%Q4 2019Q4 20205
Logan Stone Capital, LLC 310.10%0.28%0.55%Q4 2021Q1 20234
Jolley Asset Management, LLC 310.05%0.46%0.89%Q3 2015Q1 20204
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.04%1.43%4.62%Q4 2014Q3 20154
TCI Wealth Advisors, Inc. 310.00%0.00%0.01%Q4 2016Q1 20234
Round Table Services, LLC 440.09%0.12%0.14%Q1 2016Q4 20164
BELLEVUE ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
180 WEALTH ADVISORS, LLC 440.19%0.35%0.54%Q4 2022Q3 20234
MGO ONE SEVEN LLC 210.01%0.02%0.02%Q4 2017Q4 20214
Intrinsic Edge Capital Management LLC 310.08%0.16%0.32%Q4 2016Q3 20204
Running Point Capital Advisors, LLC 440.06%0.06%0.07%Q1 2022Q4 20224
Virtu Financial LLC 110.01%0.01%0.01%Q2 2018Q1 20234
Personal Wealth Partners 310.01%0.01%0.01%Q2 2019Q2 20214
MANCHESTER FINANCIAL INC 310.03%0.04%0.04%Q1 2021Q2 20224
Valeo Financial Advisors, LLC 310.00%0.00%0.00%Q3 2018Q2 20204
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
Pinnacle Wealth Planning Services, Inc. 310.02%0.02%0.03%Q4 2020Q1 20224
Saba Capital Management, L.P. 440.03%0.19%0.35%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20234
Weiss Asset Management LP 110.03%0.10%0.25%Q4 2015Q4 20224
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 440.01%0.01%0.01%Q1 2021Q4 20214
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
BARCLAYS PLC 310.00%0.00%0.00%Q2 2013Q3 20204
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
FourThought Financial Partners, LLC 440.14%0.15%0.15%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
AE Wealth Management LLC 310.00%0.00%0.00%Q1 2020Q2 20234
IBEX WEALTH ADVISORS 330.20%0.22%0.26%Q4 2019Q2 20203
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
CAZ INVESTMENTS LP 330.07%0.09%0.10%Q4 2014Q2 20153
ASSETMARK, INC 210.00%0.00%0.00%Q1 2017Q2 20233
Detwiler Fenton Investment Management LLC 332.07%2.41%2.79%Q1 2011Q3 20113
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Samalin Investment Counsel, LLC 330.07%0.11%0.15%Q1 2023Q3 20233
Penserra Capital Management LLC 210.15%0.29%0.40%Q1 2021Q3 20233
WHITTIER TRUST CO OF NEVADA INC 330.00%0.00%0.00%Q1 2021Q3 20213
Elequin Capital, LP 210.00%0.04%0.07%Q4 2022Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
BOKF, NA 330.00%0.00%0.00%Q1 2015Q3 20153
CX Institutional 210.01%0.01%0.01%Q2 2021Q2 20223
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q1 2017Q3 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q4 2015Q3 20163
CLOUGH CAPITAL PARTNERS L P 110.02%0.03%0.04%Q1 2017Q1 20213
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q2 2013Q4 20213
Parallel Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Castleview Partners, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
DRW Securities, LLC 330.01%0.02%0.02%Q4 2014Q2 20153
J.W. COLE ADVISORS, INC. 210.01%0.01%0.01%Q3 2020Q1 20223
All Season Financial Advisors, Inc. 110.23%0.37%0.54%Q2 2021Q3 20233
Evercore Wealth Management, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q1 2019Q3 20203
C-J Advisory, Inc. 330.00%0.01%0.02%Q1 2019Q3 20193
NATIONAL PLANNING CORP 110.01%0.02%0.03%Q4 2014Q3 20173
WNY Asset Management, LLC 210.03%0.03%0.03%Q3 2022Q3 20233
HBK INVESTMENTS L P 220.01%0.02%0.02%Q4 2018Q1 20192
PFG Advisors 220.01%0.01%0.01%Q1 2022Q2 20222
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2016Q2 20202
Cannell Capital 220.23%0.26%0.28%Q3 2015Q4 20152
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.01%0.01%0.01%Q2 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Gupta Wealth Management LLC 220.00%0.00%0.00%Q2 2015Q3 20152
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q3 2019Q4 20192
Fortitude Advisory Group L.L.C. 220.02%0.02%0.03%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.06%0.06%0.06%Q2 2022Q3 20222
HC FINANCIAL ADVISORS INC 220.01%0.01%0.01%Q1 2022Q2 20222
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q3 2020Q1 20232
Forty4 Asset Management LLC 220.08%0.09%0.09%Q3 2013Q4 20132
HRT FINANCIAL LP 110.00%0.01%0.01%Q3 2021Q3 20232
OneAscent Financial Services LLC 220.07%0.08%0.09%Q2 2022Q3 20222
Gramercy Funds Management LLC 220.16%0.33%0.50%Q1 2016Q2 20162
Gemmer Asset Management LLC 220.00%0.00%0.01%Q2 2018Q3 20182
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20232
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q1 20232
DUNCKER STREETT & CO INC 220.00%0.00%0.00%Q2 2015Q3 20152
Independent Wealth Network Inc. 220.12%0.13%0.13%Q2 2023Q3 20232
Capital Wealth Alliance, LLC 220.06%0.07%0.07%Q4 2019Q1 20202
Odey Asset Management Group Ltd 220.01%0.03%0.06%Q1 2014Q2 20142
D'Orazio & Associates, Inc. 220.01%0.01%0.01%Q2 2021Q3 20212
Relative Value Partners Group, LLC 220.02%0.02%0.02%Q2 2015Q3 20152
Segantii Capital Management Ltd 220.00%0.01%0.02%Q4 2021Q1 20222
Horizon Kinetics 220.00%0.00%0.00%Q4 2014Q1 20152
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20212
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q2 2015Q3 20232
Family Asset Management, LLC 220.19%0.20%0.22%Q4 2022Q1 20232
Institute for Wealth Management, LLC. 110.02%0.03%0.03%Q2 2022Q3 20232
HAZLETT, BURT & WATSON, INC. 220.01%0.01%0.01%Q3 2022Q4 20222
MOTCO 110.00%0.00%0.00%Q3 2018Q2 20212
Jaffetilchin Investment Partners, LLC 220.03%0.05%0.08%Q3 2018Q4 20182
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q1 2021Q1 20222
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q4 2022Q1 20232
Cetera Advisors LLC 220.00%0.00%0.00%Q1 2020Q2 20202
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2016Q1 20172
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Brand Asset Management Group, Inc. 220.01%0.09%0.18%Q2 2018Q3 20182
Belpointe Asset Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
SENTINEL TRUST CO LBA 220.03%0.07%0.11%Q1 2016Q2 20162
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q1 20232
JNBA Financial Advisors 110.00%0.01%0.01%Q3 2016Q3 20182
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.05%Q4 2016Q3 20192
WELCH & FORBES LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Cubist Systematic Strategies, LLC 110.00%0.00%0.00%Q4 2020Q3 20222
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2015Q1 20151
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2022Q2 20221
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2015Q3 20151
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q3 2019Q3 20191
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Pasadena Private Wealth, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2015Q2 20151
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.09%0.09%0.09%Q4 2019Q4 20191
Alpine Global Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BlueCrest Capital Management LLP 110.00%0.00%0.00%Q2 2014Q2 20141
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2020Q4 20201
NVWM, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Bulldog Investors, LLP 110.54%0.54%0.54%Q4 2015Q4 20151
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Apriem Advisors 110.01%0.01%0.01%Q1 2015Q1 20151
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q4 20141
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Winslow, Evans & Crocker, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Almitas Capital LLC 110.63%0.63%0.63%Q2 2023Q2 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Column Capital Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
CTC Alternative Strategies, Ltd. 110.45%0.45%0.45%Q4 2014Q4 20141
OTA Financial Group L.P. 110.33%0.33%0.33%Q1 2023Q1 20231
Squarepoint Ops LLC 110.11%0.11%0.11%Q4 2015Q4 20151
KMS FINANCIAL SERVICES, INC 110.02%0.02%0.02%Q1 2014Q1 20141
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
First Command Bank 110.00%0.00%0.00%Q3 2020Q3 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Arbiter Partners Capital Management LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Private Capital Group, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
D. SCOTT NEAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
AlphaStar Capital Management, LLC 110.11%0.11%0.11%Q4 2017Q4 20171
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Vectors Research Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
TWIN FOCUS CAPITAL PARTNERS, LLC 110.28%0.28%0.28%Q1 2020Q1 20201
SG Americas Securities, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
CHOREO, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Cornerstone Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
MARINER INVESTMENT GROUP LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Leibman Financial Services, Inc. 110.16%0.16%0.16%Q4 2023Q4 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
Marathon Trading Investment Management LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Delta Investment Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ROBINSON CAPITAL MANAGEMENT, LLC 111.54%1.54%1.54%Q4 2013Q4 20131
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kovack Advisors, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
External links

This page lists all the filers that currently own BLACKROCK RES & COMM STRAT T or have owned BLACKROCK RES & COMM STRAT T in the past.