BLACKROCK MUN TARGET TERM TR shareholder history

Current and past BLACKROCK MUN TARGET TERM TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
FIRST TRUST ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.02%0.04%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 40400.00%0.01%0.01%Q4 2013Q3 202340
Narwhal Capital Management 39390.37%0.96%1.58%Q1 2014Q3 202339
HighTower Advisors, LLC 3360.00%0.00%0.02%Q4 2013Q3 202339
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24140.35%1.38%1.86%Q1 2014Q3 202338
PINNACLE ASSOCIATES LTD 38380.02%0.03%0.04%Q2 2014Q3 202338
WEDBUSH SECURITIES INC 2160.01%0.04%0.09%Q2 2013Q1 202337
UBS Group AG 36360.01%0.02%0.04%Q4 2014Q3 202336
US BANCORP \DE\ 3410.00%0.00%0.00%Q1 2014Q3 202336
Veritable, L.P. 2960.00%0.13%0.49%Q4 2013Q2 202335
Summit Financial Wealth Advisors, LLC 34340.02%0.10%0.13%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
Chicago Partners Investment Group LLC 34340.01%0.10%0.31%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
CITIGROUP INC 3310.00%0.00%0.00%Q2 2013Q2 202234
Tortoise Investment Management, LLC 34340.01%0.05%0.14%Q2 2015Q3 202334
Janney Montgomery Scott LLC 2010.00%0.01%0.02%Q3 2013Q3 202333
STIFEL FINANCIAL CORP 33330.00%0.01%0.02%Q3 2015Q3 202333
JPMORGAN CHASE & CO 2850.00%0.00%0.00%Q2 2015Q3 202333
Creative Planning 3120.00%0.00%0.00%Q1 2014Q3 202333
Advisory Services Network, LLC 2750.03%0.10%0.23%Q3 2015Q3 202332
RIVERNORTH CAPITAL MANAGEMENT, LLC 1110.02%0.60%2.18%Q2 2013Q3 202331
CITY HOLDING CO 31310.01%0.07%0.19%Q4 2013Q2 202131
Cambridge Investment Research Advisors, Inc. 1640.00%0.01%0.02%Q3 2013Q3 202331
Anchor Investment Management, LLC 30300.03%0.19%0.32%Q3 2016Q4 202330
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q1 2014Q3 202330
Jacobi Capital Management LLC 30300.11%0.19%0.36%Q2 2016Q3 202330
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.01%Q2 2013Q3 202329
MACKAY SHIELDS LLC 29290.02%0.29%0.84%Q3 2016Q3 202329
SCHNIEDERS CAPITAL MANAGEMENT LLC 29290.05%0.13%0.24%Q2 2015Q2 202229
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.00%Q1 2014Q3 202329
USCA RIA LLC 28280.05%0.15%0.42%Q3 2014Q2 202128
Covenant Asset Management, LLC 28280.10%0.25%0.51%Q4 2016Q3 202328
HARVEY CAPITAL MANAGEMENT INC 1020.15%0.40%0.69%Q2 2015Q2 202327
FIRST FOUNDATION ADVISORS 27270.01%0.11%0.18%Q2 2015Q4 202127
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1110.02%0.22%0.79%Q4 2013Q3 202327
Stratos Wealth Partners, LTD. 2240.01%0.02%0.04%Q1 2017Q3 202326
Steward Partners Investment Advisory, LLC 26260.00%0.04%0.06%Q2 2017Q3 202326
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 25250.07%0.35%0.50%Q4 2013Q4 201925
FIFTH THIRD BANCORP 1960.00%0.00%0.00%Q1 2014Q3 202325
Wealthcare Advisory Partners LLC 24240.02%0.04%0.08%Q4 2017Q3 202324
Successful Portfolios LLC 24240.31%0.52%0.78%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.16%0.56%0.90%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Private Advisor Group, LLC 2210.00%0.01%0.01%Q4 2017Q3 202323
Icon Wealth Partners, LLC 1930.04%0.10%0.19%Q4 2017Q3 202322
Geneva Partners, LLC 2110.20%0.91%2.96%Q2 2016Q3 202222
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.01%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Lehman Financial Resources, Inc. 21211.40%2.68%3.86%Q3 2013Q3 201821
Thomas J. Herzfeld Advisors, Inc. 920.01%0.13%0.64%Q4 2013Q2 202020
WealthBridge Capital Management, LLC 20203.06%4.31%5.92%Q4 2018Q3 202320
First Horizon Advisors, Inc. 930.00%0.01%0.02%Q3 2013Q2 202220
Covington Capital Management 20200.00%0.02%0.13%Q4 2017Q3 202220
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
COHEN & STEERS, INC. 1720.00%0.00%0.01%Q3 2017Q2 202319
VALLEY NATIONAL ADVISERS INC 19190.00%0.00%0.00%Q4 2014Q2 201919
Geneos Wealth Management Inc. 19190.00%0.00%0.00%Q2 2017Q4 202119
American Portfolios Advisors 18180.00%0.01%0.02%Q4 2017Q1 202218
CWM, LLC 1080.00%0.00%0.01%Q1 2019Q3 202318
Karpus Management, Inc. 930.03%0.57%1.23%Q4 2013Q3 202317
GUGGENHEIM CAPITAL LLC 730.00%0.00%0.01%Q3 2016Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.26%0.81%1.47%Q4 2018Q4 202217
WOLVERINE ASSET MANAGEMENT LLC 420.00%0.01%0.03%Q3 2014Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.04%0.06%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.04%0.08%0.12%Q4 2019Q3 202316
Commonwealth Equity Services, Inc 16160.01%0.01%0.01%Q4 2013Q3 201716
SENTINEL TRUST CO LBA 1510.04%0.17%0.46%Q2 2015Q3 202316
FNY Investment Advisers, LLC 520.00%0.03%0.11%Q2 2018Q3 202316
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
NEXT Financial Group, Inc 610.00%0.00%0.01%Q1 2015Q4 202115
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 920.02%0.04%0.08%Q3 2019Q3 202315
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 15150.02%0.08%0.15%Q3 2018Q1 202215
GILL CAPITAL PARTNERS, LLC 15150.21%1.65%2.32%Q2 2020Q4 202315
Cardan Capital Partners, LLC 15150.09%0.16%0.21%Q1 2018Q3 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
AQR Arbitrage LLC 610.00%0.03%0.17%Q1 2015Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.01%0.01%Q2 2020Q3 202314
IFP Advisors, Inc 14140.00%0.00%0.00%Q4 2015Q1 201914
TrinityPoint Wealth, LLC 14140.08%0.21%0.25%Q2 2020Q3 202314
Edge Wealth Management LLC 720.01%0.08%0.14%Q3 2014Q2 202014
TRANSCEND CAPITAL ADVISORS, LLC 13130.03%0.07%0.13%Q3 2020Q3 202313
Plante Moran Financial Advisors, LLC 710.00%0.00%0.01%Q1 2019Q2 202313
Brick & Kyle, Associates 1210.02%0.34%0.44%Q3 2015Q4 201813
PARAMETRIC PORTFOLIO ASSOCIATES LLC 940.00%0.00%0.00%Q3 2018Q4 202113
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q4 2013Q2 202313
Tamar Securities, LLC 1110.07%0.18%0.40%Q2 2020Q3 202312
M&T BANK CORP 520.00%0.00%0.00%Q3 2016Q4 202212
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
MSI Financial Services Inc 1020.00%0.01%0.01%Q3 2013Q4 201612
DIVIDEND ASSETS CAPITAL, LLC 12120.05%0.13%0.18%Q3 2019Q2 202212
Oder Investment Management, LLC 12120.26%0.88%1.18%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.15%0.18%0.36%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
ENVESTNET ASSET MANAGEMENT INC 530.00%0.00%0.00%Q4 2019Q2 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.01%0.02%0.02%Q3 2020Q1 202311
BESSEMER GROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Kestra Advisory Services, LLC 920.00%0.01%0.02%Q3 2020Q3 202311
Snowden Capital Advisors LLC 810.01%0.05%0.08%Q4 2016Q4 202111
NATIONAL PLANNING CORP 11110.05%0.05%0.06%Q1 2015Q3 201711
6 Meridian 620.10%0.14%0.20%Q4 2017Q4 202111
Laidlaw Wealth Management LLC 11110.05%0.23%0.46%Q4 2020Q2 202311
Waterfront Wealth Inc. 11110.50%0.87%1.36%Q1 2021Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Bramshill Investments, LLC 620.01%0.02%0.04%Q3 2020Q3 202310
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 910.01%0.01%0.01%Q3 2018Q1 202310
Cetera Investment Advisers 910.00%0.02%0.06%Q2 2019Q3 202210
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2016Q3 202310
Sterling Investment Advisors, Ltd. 10100.35%0.55%0.75%Q2 2020Q3 202210
EVOKE WEALTH, LLC 10100.00%0.01%0.01%Q3 2019Q4 202110
Investors Capital Advisory Services 730.04%0.05%0.08%Q2 2013Q2 201610
OAK HILL ADVISORS LP 991.70%2.02%2.80%Q4 2013Q4 20159
Laurel Wealth Planning LLC 990.02%0.03%0.06%Q4 2020Q4 20229
1ST SOURCE BANK 630.02%0.02%0.03%Q3 2016Q3 20209
Willingdon Wealth Management 990.00%0.01%0.01%Q1 2018Q1 20209
RMB Capital Management, LLC 610.02%0.04%0.12%Q4 2015Q4 20189
Integrated Wealth Concepts LLC 990.01%0.01%0.02%Q3 2021Q3 20239
THRIVENT FINANCIAL FOR LUTHERANS 990.00%0.00%0.00%Q3 2020Q3 20229
BREITER CAPITAL MANAGEMENT INC 990.24%0.38%0.56%Q1 2020Q1 20229
Biltmore Capital Advisors LLC 990.40%2.72%3.96%Q1 2019Q1 20219
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 630.00%0.01%0.04%Q1 2014Q3 20189
OTA Financial Group L.P. 210.17%0.37%0.56%Q1 2014Q2 20229
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q3 2013Q1 20239
Allspring Global Investments Holdings, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
COMERICA BANK 310.00%0.00%0.01%Q2 2013Q3 20238
Investors Research Corp 880.01%0.01%0.01%Q1 2019Q4 20208
Exchange Capital Management, Inc. 880.00%0.00%0.01%Q2 2013Q1 20158
Cetera Advisor Networks LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.02%0.06%Q3 2020Q3 20238
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 710.30%0.67%0.81%Q4 2013Q4 20188
Parallel Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.39%0.54%0.65%Q4 2021Q3 20238
MML INVESTORS SERVICES, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q4 2017Q3 20198
Lee Financial Co 880.01%0.01%0.01%Q1 2019Q4 20208
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q3 2018Q1 20207
Arete Wealth Advisors, LLC 770.05%0.06%0.08%Q1 2019Q3 20207
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
Hennion & Walsh Asset Management, Inc. 770.07%0.25%0.35%Q1 2022Q3 20237
DOLIVER ADVISORS, LP 310.11%0.46%0.88%Q4 2013Q3 20187
Miracle Mile Advisors, LLC 770.17%0.29%0.41%Q2 2020Q4 20217
Horrell Capital Management, Inc. 770.02%0.02%0.02%Q1 2014Q3 20157
Pinnacle Advisory Group, Inc. 610.01%0.03%0.04%Q2 2016Q1 20187
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
ARBOR CAPITAL MANAGEMENT INC /ADV 771.16%1.39%1.67%Q4 2021Q2 20237
XML Financial, LLC 430.03%0.44%0.65%Q3 2021Q2 20237
Holloway Wealth Management, LLC 610.00%0.00%0.01%Q4 2016Q4 20187
Summit Trail Advisors, LLC 770.01%0.10%0.13%Q2 2020Q4 20217
GROUP ONE TRADING, L.P. 770.00%0.00%0.01%Q3 2013Q1 20157
Key FInancial Inc 770.01%0.01%0.01%Q1 2022Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.02%0.02%Q1 2018Q3 20197
Dominick & Dominick LLC 770.13%0.16%0.18%Q2 2013Q4 20147
Koshinski Asset Management, Inc. 310.00%0.06%0.12%Q3 2017Q1 20227
Indie Asset Partners, LLC 660.60%2.08%3.32%Q4 2019Q1 20216
Squar Milner Financial Services LLC 510.05%0.08%0.10%Q2 2018Q1 20206
Cutler Group LLC / CA 660.01%0.01%0.01%Q4 2015Q1 20176
SG Americas Securities, LLC 510.00%0.00%0.01%Q4 2014Q4 20176
Eudaimonia Partners, LLC 660.02%0.07%0.17%Q4 2019Q1 20216
Family Management Corp 660.12%0.29%0.58%Q1 2019Q2 20206
Alterity Financial Group, LLC 410.30%0.33%0.36%Q1 2021Q1 20236
SMITH SHELLNUT WILSON LLC /ADV 660.08%0.38%1.87%Q1 2020Q2 20216
BlackRock Investment Management, LLC 210.00%0.00%0.00%Q2 2013Q3 20166
UBS AG 660.02%0.03%0.03%Q2 2013Q3 20146
Alan B Lancz & Associates, Inc. 660.17%0.20%0.24%Q4 2021Q1 20236
Liberty Capital Management, Inc. 660.05%0.05%0.06%Q3 2016Q4 20176
AMERICAN NATIONAL BANK 660.00%0.01%0.01%Q1 2020Q2 20216
Virtu KCG Holdings LLC 220.01%0.01%0.02%Q3 2013Q4 20156
Western Wealth Management, LLC 510.02%0.02%0.03%Q3 2020Q3 20236
Clear Harbor Asset Management, LLC 410.00%0.08%0.18%Q4 2019Q1 20236
MOTCO 510.00%0.00%0.01%Q4 2013Q3 20206
Dakota Wealth Management 330.01%0.08%0.15%Q4 2018Q3 20236
Shamrock Asset Management LLC 660.00%0.05%0.18%Q1 2014Q2 20156
MERCER GLOBAL ADVISORS INC /ADV 550.00%0.01%0.01%Q2 2019Q2 20205
Invesco Ltd. 550.00%0.00%0.00%Q4 2016Q4 20175
Magnus Financial Group LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Formidable Asset Management, LLC 210.06%0.09%0.14%Q3 2018Q2 20225
Global Trust Asset Management, LLC 320.00%0.03%0.16%Q4 2017Q3 20195
Royal Fund Management, LLC 550.01%0.02%0.02%Q1 2019Q1 20205
EP Wealth Advisors, LLC 410.01%0.02%0.03%Q2 2019Q3 20235
Strategic Wealth Investment Group, LLC 550.04%0.05%0.06%Q3 2022Q3 20235
MACROVIEW INVESTMENT MANAGEMENT LLC 550.05%0.07%0.11%Q4 2018Q4 20195
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
Atlas Private Wealth Management, LLC 550.01%0.02%0.03%Q4 2019Q4 20205
CREATIVE FINANCIAL DESIGNS INC /ADV 550.01%0.01%0.01%Q4 2020Q4 20215
Joel Isaacson & Co., LLC 550.02%0.03%0.03%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
CTC Alternative Strategies, Ltd. 550.48%1.28%2.28%Q4 2013Q4 20145
NINE MASTS CAPITAL Ltd 210.04%0.17%0.46%Q4 2016Q3 20185
Proficio Capital Partners LLC 551.09%1.95%2.88%Q4 2015Q4 20165
MARINER INVESTMENT GROUP LLC 310.15%1.31%2.10%Q4 2013Q2 20195
Horizon Kinetics 550.01%0.02%0.03%Q4 2017Q4 20185
WFG Advisors, LP 550.00%0.01%0.01%Q2 2016Q2 20175
Avior Wealth Management, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Rockbridge Investment Management, LCC 410.01%0.01%0.03%Q2 2020Q4 20215
Merit Financial Group, LLC 410.04%0.15%0.34%Q2 2022Q3 20235
HHM Wealth Advisors, LLC 440.03%0.04%0.04%Q3 2021Q2 20224
BlackRock Inc. 210.00%0.00%0.00%Q1 2019Q2 20234
TWO SIGMA SECURITIES, LLC 220.00%0.00%0.01%Q4 2017Q4 20184
NORTHERN TRUST CORP 210.00%0.00%0.00%Q4 2013Q2 20214
Citadel Advisors 110.00%0.00%0.00%Q2 2015Q3 20234
MOODY LYNN & LIEBERSON, LLC 440.05%0.07%0.10%Q4 2016Q3 20174
FMR LLC 110.00%0.00%0.00%Q3 2018Q4 20224
SEI INVESTMENTS CO 310.00%0.00%0.00%Q1 2017Q2 20184
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q3 2020Q2 20214
Andrew Hill Investment Advisors, Inc. 440.92%1.03%1.19%Q4 2021Q3 20224
Hilltop Holdings Inc. 440.04%0.04%0.04%Q1 2019Q4 20194
Cerity Partners LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Weiss Asset Management LP 110.03%0.28%0.98%Q4 2013Q4 20224
Colonial Trust Co / SC 440.02%0.03%0.03%Q4 2022Q3 20234
AQR Capital Management 440.00%0.01%0.01%Q1 2014Q4 20144
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q4 2021Q3 20224
GYL FINANCIAL SYNERGIES, LLC 440.06%0.10%0.11%Q1 2021Q4 20214
PALO ALTO WEALTH ADVISORS, LLC 440.48%0.60%0.81%Q4 2022Q3 20234
Clearview Wealth Advisors LLC 440.02%0.02%0.02%Q4 2020Q3 20214
JOYN Advisors, Inc. 440.14%0.15%0.16%Q4 2017Q3 20184
GenTrust, LLC 440.09%0.19%0.47%Q1 2020Q4 20204
NEW ENGLAND SECURITIES CORP /MA/ 440.00%0.01%0.02%Q2 2013Q1 20144
Relative Value Partners Group, LLC 440.04%0.09%0.24%Q1 2020Q4 20204
Compass Financial Group, INC/SD 440.08%0.09%0.10%Q4 2022Q3 20234
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
PATHSTONE FAMILY OFFICE, LLC 310.00%0.01%0.03%Q2 2020Q3 20234
FARMERS & MERCHANTS INVESTMENTS INC 440.00%0.00%0.00%Q1 2019Q4 20194
Leucadia National 440.01%0.01%0.01%Q4 2022Q3 20234
IBEX WEALTH ADVISORS 110.01%0.02%0.02%Q4 2016Q3 20214
ALLIANCEBERNSTEIN L.P. 440.01%0.01%0.01%Q1 2014Q4 20144
CWA Asset Management Group, LLC 330.04%0.04%0.05%Q1 2019Q3 20193
Lido Advisors, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
PRELUDE CAPITAL MANAGEMENT, LLC 330.00%0.00%0.01%Q4 2013Q2 20143
TOMPKINS FINANCIAL CORP 210.01%0.01%0.01%Q2 2013Q4 20143
KEYBANK NATIONAL ASSOCIATION/OH 330.00%0.00%0.00%Q2 2021Q4 20213
AdvisorNet Financial, Inc 210.00%0.00%0.00%Q3 2019Q2 20233
Innova Wealth Partners 330.17%0.18%0.19%Q1 2022Q3 20223
TELEMUS CAPITAL, LLC 330.03%0.04%0.05%Q1 2016Q3 20163
Kore Private Wealth LLC 330.02%0.02%0.03%Q4 2019Q2 20203
Equitable Holdings, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Logan Stone Capital, LLC 210.23%0.47%0.67%Q4 2022Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q1 2023Q3 20233
Bank of New York Mellon Corp 210.00%0.00%0.00%Q3 2016Q3 20233
Cyrus J. Lawrence, LLC 330.00%0.01%0.01%Q1 2022Q3 20223
NEWGATE CAPITAL MANAGEMENT LLC 330.31%0.38%0.48%Q1 2014Q3 20143
IHT Wealth Management, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
MKD WEALTH COACHES, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
MRP Capital Investments, LLC 330.09%0.13%0.17%Q4 2022Q2 20233
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.01%Q2 2014Q4 20193
U.S. Capital Wealth Advisors, LLC 210.00%0.01%0.02%Q3 2021Q4 20223
Roundview Capital LLC 330.20%0.26%0.33%Q2 2013Q4 20133
MONETA GROUP INVESTMENT ADVISORS LLC 330.02%0.04%0.04%Q1 2023Q3 20233
TFS CAPITAL LLC 210.06%0.12%0.19%Q1 2014Q4 20143
ACCESS FINANCIAL SERVICES, INC. 330.20%0.33%0.54%Q2 2022Q4 20223
Quad-Cities Investment Group, LLC 330.03%0.03%0.03%Q2 2018Q4 20183
Virtu Financial LLC 210.02%0.04%0.06%Q4 2022Q3 20233
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q2 2023Q3 20232
Breakwater Capital Group 220.28%0.34%0.40%Q4 2022Q1 20232
WHITENER CAPITAL MANAGEMENT, INC. 220.08%0.09%0.10%Q4 2017Q1 20182
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2014Q4 20142
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2023Q2 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Jefferies Group LLC 220.00%0.01%0.01%Q2 2022Q3 20222
1832 Asset Management L.P. 220.02%0.03%0.03%Q4 2014Q1 20152
Tarbox Family Office, Inc. 220.03%0.03%0.03%Q2 2021Q3 20212
SIT INVESTMENT ASSOCIATES INC 110.02%0.04%0.06%Q4 2013Q1 20152
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
Castle Rock Wealth Management, LLC 220.14%0.16%0.18%Q1 2020Q2 20202
AVANTAX ADVISORY SERVICES, INC. 220.01%0.01%0.01%Q3 2019Q4 20192
Advisors Asset Management, Inc. 220.02%0.02%0.03%Q2 2023Q3 20232
Ackerman Capital Advisors, LLC 220.05%0.07%0.09%Q2 2021Q3 20212
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2017Q2 20182
Jane Street Holding, LLC 220.01%0.01%0.02%Q2 2013Q3 20132
Westside Investment Management, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.05%0.08%Q3 2019Q4 20192
MELFA WEALTH MANAGEMENT, INC. 220.20%0.20%0.20%Q1 2023Q2 20232
Marathon Partners Equity Management, LLC 220.35%0.42%0.49%Q4 2013Q1 20142
ROBINSON CAPITAL MANAGEMENT, LLC 110.45%0.53%0.60%Q2 2016Q3 20232
Sowell Financial Services LLC 110.00%0.01%0.01%Q4 2016Q1 20212
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.02%Q2 2014Q4 20142
1607 Capital Partners, LLC 220.06%0.08%0.10%Q2 2023Q3 20232
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q2 20182
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.02%Q3 2013Q4 20142
Bison Wealth, LLC 220.12%0.15%0.18%Q2 2016Q3 20162
Merriman Wealth Management, LLC 110.10%0.64%1.19%Q2 2014Q4 20182
Squarepoint Ops LLC 110.01%0.03%0.06%Q4 2015Q4 20172
AMP Capital Investors Ltd 220.00%0.00%0.00%Q3 2014Q4 20142
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q2 2019Q2 20191
Carmel Capital Partners, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Seed Wealth Management, Inc. 110.29%0.29%0.29%Q3 2023Q3 20231
Legacy Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
Highlander Capital Management, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
RMR Wealth Builders 110.00%0.00%0.00%Q4 2019Q4 20191
Luken Investment Analytics, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pine River Capital Management L.P. 110.02%0.02%0.02%Q4 2014Q4 20141
Relyea Zuckerberg Hanson LLC 110.22%0.22%0.22%Q1 2020Q1 20201
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Visium Asset Management, LP 110.01%0.01%0.01%Q4 2013Q4 20131
Capital Wealth Planning, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2013Q3 20131
ORRSTOWN FINANCIAL SERVICES INC 110.05%0.05%0.05%Q3 2017Q3 20171
Evanson Asset Management, LLC 110.10%0.10%0.10%Q4 2014Q4 20141
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2021Q2 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
HBK INVESTMENTS L P 110.02%0.02%0.02%Q4 2018Q4 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2015Q1 20151
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q4 20141
Maryland Capital Management 110.03%0.03%0.03%Q1 2020Q1 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Per Stirling Capital Management, LLC. 110.04%0.04%0.04%Q4 2022Q4 20221
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
Reby Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
PRIVATE TRUST CO NA 110.04%0.04%0.04%Q3 2023Q3 20231
SouthState Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.03%0.03%0.03%Q1 2022Q1 20221
Farmers & Merchants Trust Co of Chambersburg PA 110.01%0.01%0.01%Q2 2023Q2 20231
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
BAKER TILLY WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Montecito Bank & Trust 110.01%0.01%0.01%Q4 2016Q4 20161
Altus Wealth Group LLC 110.05%0.05%0.05%Q4 2020Q4 20201
ASPIRIANT, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Shaker Financial Services, LLC 110.13%0.13%0.13%Q2 2014Q2 20141
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Ameritas Investment Company, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Geller Advisors LLC 110.25%0.25%0.25%Q1 2015Q1 20151
GFS Advisors, LLC 110.37%0.37%0.37%Q1 2016Q1 20161
Clearstead Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
Cheyne Capital Management (UK) LLP 111.85%1.85%1.85%Q4 2013Q4 20131
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2013Q4 20131
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Almitas Capital LLC 110.31%0.31%0.31%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q2 2013Q2 20131
Semper Trust Co. 110.15%0.15%0.15%Q3 2013Q3 20131
Benchmark Financial Wealth Advisors, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
GOODWIN DANIEL L 110.01%0.01%0.01%Q3 2019Q3 20191
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
Coe Capital Management, LLC 110.13%0.13%0.13%Q4 2014Q4 20141
US FINANCIAL ADVISORS, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Elequin Capital, LP 110.01%0.01%0.01%Q2 2023Q2 20231
MUFG Americas Holdings Corp 110.01%0.01%0.01%Q4 2013Q4 20131
TFO Wealth Partners, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2015Q1 20151
Parkside Financial Bank & Trust 110.00%0.00%0.00%Q2 2017Q2 20171
WHALEROCK POINT PARTNERS, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Blume Capital Management, Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
Waverly Advisors, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
HERITAGE INVESTORS MANAGEMENT CORP 110.02%0.02%0.02%Q2 2020Q2 20201
SUMMIT CAPITAL MANAGEMENT LLC 110.50%0.50%0.50%Q4 2013Q4 20131
FIRST HORIZON CORP 110.01%0.01%0.01%Q2 2013Q2 20131
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2017Q2 20171
External links

This page lists all the filers that currently own BLACKROCK MUN TARGET TERM TR or have owned BLACKROCK MUN TARGET TERM TR in the past.