BLACKROCK HEALTH SCIENCS TR shareholder history

Current and past BLACKROCK HEALTH SCIENCS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
STIFEL FINANCIAL CORP 15150.00%0.01%0.01%Q1 2020Q3 202315
MORGAN STANLEY 15150.01%0.02%0.02%Q1 2020Q3 202315
BlackRock Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
WELLS FARGO & COMPANY/MN 15150.00%0.01%0.01%Q1 2020Q3 202315
RAYMOND JAMES & ASSOCIATES 15150.01%0.02%0.02%Q1 2020Q3 202315
EPIQ PARTNERS, LLC 15151.12%1.91%2.86%Q1 2020Q3 202315
ROYAL BANK OF CANADA 15150.00%0.00%0.00%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 15150.00%0.01%0.01%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 15150.00%0.00%0.01%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
UBS Group AG 15150.01%0.02%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Invesco Ltd. 14140.00%0.00%0.01%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 1220.00%0.00%0.01%Q1 2020Q3 202314
COHEN & STEERS, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
OPPENHEIMER & CO INC 14140.01%0.01%0.02%Q2 2020Q3 202314
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 14140.02%0.29%0.52%Q2 2020Q3 202314
LPL Financial LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Global Retirement Partners, LLC 760.00%0.01%0.03%Q2 2020Q3 202313
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.16%0.25%0.35%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 1110.00%0.01%0.03%Q3 2020Q3 202312
FIRST TRUST ADVISORS LP 12120.00%0.00%0.00%Q2 2020Q1 202312
PATHSTONE FAMILY OFFICE, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Stockman Wealth Management, Inc. 12120.03%0.08%0.16%Q4 2020Q3 202312
Evolution Wealth Advisors, LLC 930.04%0.06%0.08%Q3 2020Q3 202312
Advisors Asset Management, Inc. 930.00%0.01%0.02%Q3 2020Q3 202312
Karpus Management, Inc. 1110.01%0.20%0.46%Q1 2020Q3 202312
Rockefeller Capital Management L.P. 1110.00%0.02%0.04%Q2 2020Q3 202312
Private Advisor Group, LLC 1110.00%0.02%0.04%Q2 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11110.00%0.00%0.00%Q1 2021Q3 202311
1607 Capital Partners, LLC 11110.30%1.02%1.86%Q1 2021Q3 202311
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.02%0.03%0.06%Q1 2021Q3 202311
RIVERNORTH CAPITAL MANAGEMENT, LLC 910.03%0.59%1.34%Q1 2021Q3 202310
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.03%0.05%Q2 2020Q3 202310
Kestra Advisory Services, LLC 990.00%0.01%0.03%Q4 2020Q4 20229
Vestmark Advisory Solutions, Inc. 990.04%0.08%0.12%Q1 2021Q1 20239
Qube Research & Technologies Ltd 810.00%0.00%0.01%Q1 2021Q3 20239
WEDBUSH SECURITIES INC 720.01%0.02%0.04%Q4 2020Q3 20239
Cornerstone Advisors, LLC 710.19%0.83%1.66%Q3 2020Q3 20239
American Portfolios Advisors 990.00%0.00%0.00%Q3 2020Q3 20229
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Nova R Wealth, Inc. 880.29%0.55%0.92%Q4 2021Q3 20238
Quantedge Capital Pte Ltd 880.14%1.70%3.21%Q4 2021Q3 20238
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 880.02%0.22%0.40%Q4 2021Q3 20238
J.P. Morgan Private Wealth Advisors LLC 710.00%0.01%0.01%Q4 2020Q3 20238
Thomas J. Herzfeld Advisors, Inc. 620.15%0.66%1.76%Q2 2020Q3 20238
Matisse Capital 620.52%1.02%1.55%Q1 2021Q3 20238
ENVESTNET ASSET MANAGEMENT INC 610.00%0.00%0.00%Q2 2020Q2 20227
SENTINEL TRUST CO LBA 770.06%0.12%0.39%Q1 2022Q3 20237
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.01%Q1 2021Q3 20237
Janney Montgomery Scott LLC 320.00%0.00%0.01%Q2 2020Q3 20237
Claro Advisors LLC 610.04%0.06%0.08%Q4 2021Q3 20237
BlackDiamond Wealth Management, LLC 660.21%0.27%0.32%Q2 2022Q3 20236
Moors & Cabot, Inc. 420.01%0.02%0.02%Q1 2021Q3 20226
TIEDEMANN ADVISORS, LLC 660.03%0.03%0.04%Q1 2020Q2 20216
HOLLENCREST CAPITAL MANAGEMENT 420.00%0.06%0.18%Q1 2022Q3 20236
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q1 2021Q1 20236
LAZARD ASSET MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
CORRADO ADVISORS, LLC 420.15%0.17%0.19%Q1 2022Q3 20236
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
BESSEMER GROUP INC 320.00%0.00%0.00%Q1 2021Q4 20225
CWM, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
HOWE & RUSLING INC 550.00%0.00%0.00%Q4 2020Q4 20215
Key FInancial Inc 320.00%0.00%0.01%Q4 2021Q3 20235
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q2 2020Q3 20235
SIGNATUREFD, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 410.00%0.00%0.00%Q3 2020Q3 20235
Creative Planning 550.00%0.00%0.00%Q1 2020Q1 20215
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
CLOUGH CAPITAL PARTNERS L P 410.12%0.32%0.48%Q1 2021Q3 20235
CITIGROUP INC 550.00%0.00%0.00%Q2 2020Q2 20215
Ellis Investment Partners, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
CHAPIN DAVIS, INC. 440.11%0.13%0.14%Q4 2022Q3 20234
Logan Stone Capital, LLC 441.17%1.94%2.49%Q1 2022Q4 20224
Saba Capital Management, L.P. 440.52%1.90%2.89%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.33%0.52%0.76%Q4 2022Q3 20234
Prospera Financial Services Inc 210.00%0.01%0.01%Q3 2020Q2 20224
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
Allworth Financial LP 440.00%0.00%0.00%Q4 2022Q3 20234
Newbridge Financial Services Group, Inc. 440.03%0.04%0.08%Q3 2020Q2 20214
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.00%0.01%Q2 2021Q1 20224
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 440.00%0.00%0.00%Q2 2020Q1 20214
Woodline Partners LP 330.03%0.05%0.07%Q4 2022Q2 20233
Dorsey & Whitney Trust CO LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Tower Research Capital LLC (TRC) 330.00%0.00%0.00%Q1 2023Q3 20233
Atlas Wealth LLC 210.48%0.58%0.69%Q4 2022Q3 20233
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q3 2021Q1 20223
CERTUITY, LLC 210.06%0.07%0.07%Q3 2021Q3 20233
WHITTIER TRUST CO 330.00%0.00%0.00%Q3 2021Q1 20223
Laurel Wealth Advisors LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Icon Wealth Partners, LLC 210.01%0.02%0.03%Q3 2021Q1 20233
Quarry LP 330.06%0.18%0.34%Q1 2023Q3 20233
SkyView Investment Advisors, LLC 330.08%0.10%0.13%Q1 2023Q3 20233
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.00%Q2 2023Q4 20233
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 210.01%0.01%0.01%Q1 2021Q4 20213
HighTower Advisors, LLC 210.00%0.00%0.00%Q2 2021Q4 20223
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2020Q3 20203
NewEdge Wealth, LLC 210.01%0.01%0.02%Q2 2022Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Golden State Equity Partners 210.14%0.17%0.25%Q4 2020Q3 20213
CreativeOne Wealth, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
SIMON QUICK ADVISORS, LLC 330.02%0.02%0.03%Q2 2021Q4 20213
MUFG Americas Holdings Corp 210.00%0.00%0.00%Q3 2020Q3 20223
Tranquility Partners, LLC 210.12%0.14%0.18%Q3 2020Q3 20213
ELEMENT POINTE ADVISORS, LLC 330.23%0.25%0.26%Q2 2021Q4 20213
AQR Arbitrage LLC 330.01%0.04%0.10%Q1 2023Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Weiss Asset Management LP 110.03%0.09%0.15%Q4 2021Q4 20222
Corient Private Wealth LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Lindbrook Capital, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
M Holdings Securities, Inc. 220.02%0.03%0.04%Q1 2021Q2 20212
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q2 2023Q3 20232
CAHABA WEALTH MANAGEMENT, INC. 220.04%0.05%0.05%Q4 2020Q1 20212
Alpine Global Management, LLC 220.14%0.21%0.27%Q2 2023Q3 20232
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 220.84%0.89%0.94%Q1 2021Q2 20212
Virtu Financial LLC 220.02%0.02%0.02%Q2 2023Q3 20232
OTA Financial Group L.P. 220.70%1.03%1.36%Q3 2022Q4 20222
Integrated Advisors Network LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FNY Investment Advisers, LLC 110.03%0.04%0.05%Q4 2020Q2 20212
B. Riley Wealth Management, Inc. 110.00%0.01%0.02%Q3 2021Q2 20222
Partnervest Advisory Services LLC 220.08%0.08%0.08%Q2 2020Q3 20202
Hightower 6M Holding, LLC 220.09%0.10%0.11%Q2 2022Q3 20222
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
Edge Wealth Management LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Maltin Wealth Management, Inc. 110.24%0.25%0.26%Q2 2020Q2 20222
FIDUCIARY TRUST CO 220.05%0.06%0.06%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TILIA FIDUCIARY PARTNERS, INC. 220.01%0.01%0.01%Q1 2022Q2 20222
Walleye Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q4 20222
Gladstone Institutional Advisory LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Elequin Capital, LP 220.05%0.23%0.41%Q4 2022Q1 20232
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q4 2021Q4 20211
Kavar Capital Partners, LLC 110.34%0.34%0.34%Q3 2020Q3 20201
Allspring Global Investments Holdings, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2022Q3 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.69%1.69%1.69%Q2 2023Q2 20231
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cresset Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FMR LLC 110.00%0.00%0.00%Q2 2021Q2 20211
M&T BANK CORP 110.00%0.00%0.00%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
SWS Partners 110.12%0.12%0.12%Q3 2021Q3 20211
Shaker Financial Services, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Autumn Glory Partners, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2022Q2 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Almitas Capital LLC 110.72%0.72%0.72%Q3 2023Q3 20231
AE Wealth Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Larson Financial Group LLC 110.02%0.02%0.02%Q1 2020Q1 20201
NEXT Financial Group, Inc 110.00%0.00%0.00%Q2 2021Q2 20211
Relyea Zuckerberg Hanson LLC 110.22%0.22%0.22%Q3 2021Q3 20211
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20231
Carmel Capital Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Tower View Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MANGROVE PARTNERS IM, LLC 110.30%0.30%0.30%Q2 2022Q2 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q3 2023Q3 20231
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Wealthstreet Investment Advisors, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Sandy Spring Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Biltmore Family Office, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Delta Financial Group, Inc. 110.19%0.19%0.19%Q2 2023Q2 20231
Private Capital Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q3 2023Q3 20231
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q2 2021Q2 20211
KAYNE ANDERSON CAPITAL ADVISORS LP 110.02%0.02%0.02%Q3 2023Q3 20231
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Arlington Partners LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Grove Bank & Trust 110.09%0.09%0.09%Q1 2020Q1 20201
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
External links

This page lists all the filers that currently own BLACKROCK HEALTH SCIENCS TR or have owned BLACKROCK HEALTH SCIENCS TR in the past.