BLACKROCK INNOVATION AND GRW shareholder history

Current and past BLACKROCK INNOVATION AND GRW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
OSAIC HOLDINGS, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
TRUIST FINANCIAL CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
BlackRock Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.01%0.02%0.04%Q1 2021Q3 202311
STIFEL FINANCIAL CORP 11110.00%0.01%0.01%Q1 2021Q3 202311
Rockefeller Capital Management L.P. 11110.00%0.01%0.04%Q1 2021Q3 202311
Princeton Global Asset Management LLC 11110.00%0.02%0.03%Q1 2021Q3 202311
UBS Group AG 11110.00%0.01%0.02%Q1 2021Q3 202311
MORGAN STANLEY 11110.00%0.01%0.02%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.02%0.05%0.07%Q1 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.00%Q1 2021Q3 202311
Hayek Kallen Investment Management 11110.06%0.09%0.16%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.01%Q1 2021Q3 202311
Patriot Financial Group Insurance Agency, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10100.00%0.00%0.00%Q2 2021Q3 202310
AMERIPRISE FINANCIAL INC 10100.00%0.00%0.00%Q2 2021Q3 202310
OPPENHEIMER & CO INC 10100.00%0.03%0.04%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Activest Wealth Management 10100.01%0.03%0.05%Q2 2021Q3 202310
Prestige Wealth Management Group LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Janney Montgomery Scott LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Virtus ETF Advisers LLC 990.03%0.14%0.38%Q3 2021Q3 20239
RAYMOND JAMES TRUST N.A. 990.01%0.01%0.02%Q3 2021Q3 20239
Kestra Advisory Services, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 990.00%0.05%0.09%Q3 2021Q3 20239
Steward Partners Investment Advisory, LLC 810.00%0.00%0.01%Q1 2021Q3 20239
LAZARD ASSET MANAGEMENT LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Modera Wealth Management, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Cambridge Investment Research Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Thomas J. Herzfeld Advisors, Inc. 880.00%0.38%1.05%Q4 2021Q3 20238
CLOUGH CAPITAL PARTNERS L P 880.05%0.86%2.01%Q4 2021Q3 20238
Invesco Ltd. 880.00%0.00%0.01%Q4 2021Q3 20238
1607 Capital Partners, LLC 880.10%0.30%0.44%Q4 2021Q3 20238
Karpus Management, Inc. 880.01%0.26%0.95%Q4 2021Q3 20238
Matisse Capital 881.02%1.34%1.94%Q4 2021Q3 20238
PNC FINANCIAL SERVICES GROUP, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 881.19%1.88%3.72%Q4 2021Q3 20238
Private Advisor Group, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.02%0.54%2.26%Q4 2021Q3 20238
Ignite Planners, LLC 880.07%0.21%0.41%Q4 2021Q3 20238
SIGNATUREFD, LLC 530.00%0.00%0.01%Q1 2021Q1 20238
Hilltop Holdings Inc. 880.02%0.03%0.05%Q4 2021Q3 20238
GUGGENHEIM CAPITAL LLC 770.00%0.01%0.01%Q1 2022Q3 20237
UNITED MARITIME CAPITAL LLC 770.17%0.62%1.54%Q1 2021Q3 20227
Carson Advisory Inc. 770.08%0.10%0.12%Q1 2022Q3 20237
INDEPENDENT INVESTORS INC 770.06%0.11%0.17%Q1 2021Q3 20227
B. Riley Wealth Advisors, Inc. 520.01%0.01%0.01%Q3 2021Q3 20237
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.03%0.06%Q3 2021Q3 20237
Advisors Asset Management, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Lindbrook Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Creative Planning 770.00%0.00%0.00%Q1 2022Q3 20237
Eudaimonia Partners, LLC 770.06%0.09%0.11%Q1 2022Q3 20237
Virtu Financial LLC 210.01%0.05%0.17%Q1 2021Q3 20237
Sterneck Capital Management, LLC 770.05%0.08%0.15%Q4 2021Q2 20237
CORRADO ADVISORS, LLC 771.19%1.58%1.97%Q1 2022Q3 20237
EPIQ PARTNERS, LLC 770.37%0.74%1.40%Q1 2022Q3 20237
Stephens Consulting, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Logan Stone Capital, LLC 660.10%1.53%3.73%Q4 2021Q1 20236
Atria Wealth Solutions, Inc. 510.01%0.01%0.01%Q1 2022Q3 20236
EVOKE WEALTH, LLC 510.00%0.00%0.02%Q1 2021Q3 20226
Cornerstone Advisors, LLC 660.42%1.13%1.52%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 330.00%0.00%0.01%Q3 2021Q1 20236
LPL Financial LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Quantedge Capital Pte Ltd 662.89%6.84%10.54%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 660.00%0.06%0.12%Q1 2021Q2 20226
Saba Capital Management, L.P. 510.07%1.72%3.88%Q4 2021Q3 20236
HighTower Advisors, LLC 310.00%0.00%0.00%Q2 2021Q1 20236
BARCLAYS PLC 660.00%0.00%0.00%Q2 2022Q3 20236
RIVERNORTH CAPITAL MANAGEMENT, LLC 660.15%0.86%2.42%Q3 2021Q4 20226
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Dorsey & Whitney Trust CO LLC 660.01%0.03%0.05%Q1 2022Q2 20236
Tranquility Partners, LLC 550.07%0.14%0.18%Q2 2021Q2 20225
Weiss Asset Management LP 310.01%0.27%0.84%Q4 2021Q3 20235
Ten Capital Wealth Advisors, LLC 550.00%0.01%0.01%Q2 2021Q2 20225
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
J.P. Morgan Private Wealth Advisors LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Geneos Wealth Management Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
NewEdge Wealth, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q2 2021Q3 20235
David J Yvars Group 550.11%0.14%0.17%Q3 2022Q3 20235
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q4 2021Q3 20235
Investors Research Corp 550.00%0.00%0.01%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.07%0.07%0.08%Q3 2022Q3 20235
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q4 2021Q3 20235
GFS Advisors, LLC 550.07%0.16%0.36%Q2 2021Q2 20225
Baird Financial Group, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Blue Edge Capital, LLC 220.04%0.05%0.05%Q2 2022Q2 20234
Qube Research & Technologies Ltd 440.00%0.01%0.01%Q4 2022Q3 20234
Dakota Wealth Management 310.01%0.02%0.05%Q4 2021Q3 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q4 2022Q3 20234
MANGROVE PARTNERS IM, LLC 440.28%0.31%0.38%Q2 2022Q1 20234
NORTHERN TRUST CORP 210.00%0.00%0.00%Q2 2022Q3 20234
Shaker Financial Services, LLC 210.10%0.19%0.24%Q4 2021Q2 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Anchor Investment Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
CHAPIN DAVIS, INC. 440.28%0.30%0.32%Q4 2022Q3 20234
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Atlas Wealth LLC 440.41%0.43%0.45%Q4 2022Q3 20234
BESSEMER GROUP INC 440.00%0.00%0.00%Q2 2022Q1 20234
Intelligence Driven Advisers, LLC 440.02%0.06%0.10%Q2 2021Q1 20224
Claro Advisors LLC 330.04%0.04%0.05%Q1 2023Q3 20233
SENTINEL TRUST CO LBA 330.03%0.11%0.27%Q1 2022Q3 20223
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LEVEL FOUR ADVISORY SERVICES, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
RFP Financial Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Citadel Advisors 110.00%0.00%0.00%Q2 2021Q2 20233
InterOcean Capital Group, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
SkyView Investment Advisors, LLC 330.09%0.11%0.14%Q1 2023Q3 20233
AQR Arbitrage LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Beaton Management Co. Inc. 330.16%0.18%0.21%Q2 2021Q4 20213
Quarry LP 330.11%0.26%0.48%Q1 2023Q3 20233
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.01%Q2 2021Q4 20213
INSIGNEO ADVISORY SERVICES, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
True North Advisors, LLC 330.05%0.06%0.06%Q1 2021Q3 20213
Marcum Wealth, LLC 330.02%0.03%0.04%Q3 2021Q1 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Woodline Partners LP 330.07%0.09%0.12%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2023Q3 20232
WHITTIER TRUST CO 220.00%0.00%0.00%Q1 2022Q2 20222
Telemetry Investments, L.L.C. 220.12%0.17%0.22%Q3 2022Q4 20222
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2022Q4 20222
TIEDEMANN ADVISORS, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Bulldog Investors, LLP 220.22%0.38%0.54%Q2 2023Q3 20232
Quilter Plc 220.01%0.01%0.01%Q2 2021Q3 20212
Glassman Wealth Services 110.00%0.00%0.00%Q3 2022Q2 20232
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
HRT FINANCIAL LP 220.00%0.00%0.00%Q2 2023Q3 20232
Ranch Capital Advisors Inc. 220.06%0.06%0.07%Q1 2021Q2 20212
IEQ CAPITAL, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Elequin Capital, LP 110.00%0.18%0.35%Q4 2022Q3 20232
Alpine Global Management, LLC 220.14%0.20%0.26%Q2 2023Q3 20232
Strategic Advisors LLC 220.05%0.07%0.10%Q3 2021Q4 20212
Clear Harbor Asset Management, LLC 220.08%0.11%0.14%Q2 2023Q3 20232
HB Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q2 20222
Core Wealth Advisors, Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
Walleye Capital LLC 110.00%0.02%0.03%Q4 2021Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
D. E. Shaw & Co., Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
55I, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Hightower 6M Holding, LLC 220.11%0.12%0.13%Q2 2022Q3 20222
HBK INVESTMENTS L P 220.01%0.01%0.01%Q2 2023Q3 20232
FMR LLC 110.00%0.00%0.00%Q4 2021Q3 20232
OTA Financial Group L.P. 222.33%5.50%8.67%Q3 2022Q4 20222
Pine Valley Investments Ltd Liability Co 110.06%0.06%0.06%Q3 2023Q3 20231
American Portfolios Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
Faithward Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2022Q1 20221
Almitas Capital LLC 110.16%0.16%0.16%Q4 2022Q4 20221
KEYSTONE WEALTH PARTNERS 110.06%0.06%0.06%Q4 2021Q4 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2022Q3 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
OmniStar Financial Group, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Successful Portfolios LLC 110.06%0.06%0.06%Q4 2022Q4 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2023Q1 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2021Q4 20211
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kore Private Wealth LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Operose Advisors LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Walleye Trading LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
DRW Securities, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH EFFECTS LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.96%1.96%1.96%Q2 2023Q2 20231
AE Wealth Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MELFA WEALTH MANAGEMENT, INC. 110.09%0.09%0.09%Q4 2022Q4 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
COHEN & STEERS, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Segantii Capital Management Ltd 110.05%0.05%0.05%Q4 2021Q4 20211
Cresset Asset Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TWO SIGMA SECURITIES, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Wealthstreet Investment Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
SECURITY ASSET MANAGEMENT 110.50%0.50%0.50%Q1 2023Q1 20231
PFS Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Perkins Coie Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Fountainhead AM, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
SG3 Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Sightline Wealth Advisors, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
KAYNE ANDERSON CAPITAL ADVISORS LP 110.02%0.02%0.02%Q3 2023Q3 20231
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
CSS LLC/IL 110.01%0.01%0.01%Q3 2023Q3 20231
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Lido Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CFS Investment Advisory Services, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Ionic Capital Management LLC 110.13%0.13%0.13%Q4 2021Q4 20211
TFG Asset Management GP Ltd 110.36%0.36%0.36%Q1 2021Q1 20211
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2023Q1 20231
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2021Q4 20211
PFG Investments, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Newbridge Financial Services Group, Inc. 110.21%0.21%0.21%Q2 2021Q2 20211
Arlington Partners LLC 110.01%0.01%0.01%Q4 2022Q4 20221
External links

This page lists all the filers that currently own BLACKROCK INNOVATION AND GRW or have owned BLACKROCK INNOVATION AND GRW in the past.