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Blackrock shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Blackrock

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All positions including Blackrock held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $569k 488 1165.87
2025-06-30 $522k 497 1049.25
2025-03-31 $454k 480 946.48
2024-12-31 $548k 535 1025.11

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)

View all positions for Holistic Financial Partners

Top funds holding Blackrock

Vanguard Group
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Capital World Investors
Geode Capital Management
Wells Fargo & Company
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Franklin Resources
Ameriprise Financial
Northern Trust

View all funds holding Blackrock