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Blackrock shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Blackrock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $349k 326 1071.73
2025-09-30 $320k 275 1163.79
2025-06-30 $343k 327 1048.84

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
CI Private Wealth
Temasek Holdings
Capital Research Global Investors
Geode Capital Management
Norges Bank Investment Management
Wells Fargo & Company
Rockefeller Capital Management
Franklin Resources
FMR
Capital Research and Management Company - Division 3
Fisher Investments
Ameriprise Financial

View all funds holding Blackrock