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BlackRock shares owned by Waterloo Capital

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $602k 722 833.54
2020-03-31 $678k 1.5k 439.97

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Waterloo Capital

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
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Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
FMR
Jpmorgan Chase & Co
Fisher Investments
Wellington Management Company
Ameriprise Financial
Northern Trust
Legal & General Group
Massachusetts Financial Services

View all funds holding BlackRock