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Blackrock Capital Allocation Trust shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.2k 450 15.93

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Top funds holding Blackrock Capital Allocation Trust

Morgan Stanley
Wells Fargo & Company
Cohen & Steers Capital Management
Penserra Capital Management
Bank of America Corporation
UBS Group
Invesco
Royal Bank of Canada
Stifel Financial
LPL Financial
Rockefeller Capital Management
Advisors Asset Management
Keebeck Wealth Management
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Blackrock Capital Allocation Trust