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BlackRock Income Tr-Rt (BKT-R)

CUSIP: 09247F118 | UA | 47 institutional holders

Quarters

Q3 2025
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Institutional Holders — Q3 2025

SIT Investment Associates Inc2,288,774
0.0% of portfolio›$135
Morgan Stanley704,855
0.0% of portfolio›$41.6K
LPL Financial LLC388,625
0.0% of portfolio›$22.9K
Melfa Wealth Management, Inc.366,362
0.0% of portfolio›$21.6K
Invesco Ltd.236,683
0.0% of portfolio›$14.0K
Consolidated Portfolio Review Corp230,762
0.0% of portfolio›$0
Yakira Capital Management, Inc.169,404
0.0% of portfolio›$10.0K
1607 Capital Partners, LLC142,110
0.0% of portfolio›$8.4K
Alpine Global Management, LLC115,500
0.0% of portfolio›$6.8K
Cetera Investment Advisers97,088
0.0% of portfolio›$5.7K
Boothbay Fund Management, LLC95,500
0.0% of portfolio›$5.6K
Rock Point Advisors, LLC92,173
0.0% of portfolio›$5.4K
Private Advisor Group, LLC82,210
0.0% of portfolio›$4.9K
Thrivent Financial for Lutherans66,493
0.0% of portfolio›$4
Virtus Investment Advisers, LLC58,703
0.0% of portfolio›$3.5K
Chicago Partners Investment Group LLC47,784
0.0% of portfolio›$5.0K
Arkadios Wealth Advisors41,671
0.0% of portfolio›$2.5K
Ethos Financial Group, LLC40,677
0.0% of portfolio›$0
UBS Group AG38,802
0.0% of portfolio›$2.3K
Quarry LP37,990
0.0% of portfolio›$2.2K
Ameriprise Financial Inc33,763
0.0% of portfolio›$2.0K
BFC Planning, Inc.29,357
0.0% of portfolio›$1.7K
Tolleson Wealth Management, Inc.28,485
0.0% of portfolio›$1.7K
Concurrent Investment Advisors, LLC28,424
0.0% of portfolio›$1.7K
Bank of America Corp27,337
0.0% of portfolio›$1.6K
Verdence Capital Advisors LLC26,714
0.0% of portfolio›$2.8K
Shaker Financial Services, LLC24,402
0.0% of portfolio›$0
Wealth Enhancement Advisory Services, LLC22,972
0.0% of portfolio›$1.9K
Jane Street Group, LLC20,654
0.0% of portfolio›$1.2K
Cambridge Investment Research Advisors, Inc.19,016
0.0% of portfolio›$1
Aviance Capital Partners, LLC18,237
0.0% of portfolio›$0
Cohen & Steers, Inc.15,000
0.0% of portfolio›$1
Raymond James Financial Inc14,885
0.0% of portfolio›$1.8K
First Nebraska Trust Co14,103
0.0% of portfolio›$832
NewEdge Advisors, LLC13,362
0.0% of portfolio›$788
Almitas Capital LLC13,000
0.0% of portfolio›$767
HBK Sorce Advisory LLC12,977
0.0% of portfolio›$1.4K
Wells Fargo & Company12,833
0.0% of portfolio›$757
WMG Financial Advisors, LLC11,596
0.0% of portfolio›$0
Northwestern Mutual Wealth Management Co10,993
0.0% of portfolio›$649
Baird Financial Group, Inc.10,703
0.0% of portfolio›$631
DT Investment Partners, LLC8,613
0.0% of portfolio›$0
Allworth Financial LP6,921
0.0% of portfolio›$0
Berthel, Fisher & Company Financial Services, Inc.6,047
0.0% of portfolio›$357
Osaic Holdings, Inc.164
0.0% of portfolio›$9
MAI Capital Management64
0.0% of portfolio›$0
Advisory Services Network, LLC36
0.0% of portfolio›$2
StyleTurnoverLocationFiled
SIT Investment Associates Inc
2,288,774$1350.0%YieldLowMinneapolis, MN2025-11-13
Morgan Stanley
704,855$41.6K0.0%CoreLowNew York, NY2026-05-27
LPL Financial LLC
388,625$22.9K0.0%IndexVery LowFort Mill, SC2025-11-12
Melfa Wealth Management, Inc.
366,362$21.6K0.0%YieldLowWestborough, MA2025-10-28
Invesco Ltd.
236,683$14.0K0.0%GrowthLowAtlanta, GA2025-11-13
Consolidated Portfolio Review Corp
230,762$00.0%ETFHighWoodbury, NY2025-11-12
Yakira Capital Management, Inc.
169,404$10.0K0.0%YieldVery HighWestport, CT2025-11-13
1607 Capital Partners, LLC
142,110$8.4K0.0%YieldMediumRichmond, VA2025-11-14
Alpine Global Management, LLC
115,500$6.8K0.0%YieldVery HighNew York, NY2025-11-21
Cetera Investment Advisers
97,088$5.7K0.0%IndexVery LowSchaumburg, IL2025-11-14
Boothbay Fund Management, LLC
95,500$5.6K0.0%ValueVery HighNew York, NY2025-11-14
Rock Point Advisors, LLC
92,173$5.4K0.0%ValueMediumBurlington, VT2025-11-12
Private Advisor Group, LLC
82,210$4.9K0.0%ETFMediumMorristown, NJ2025-11-13
Thrivent Financial for Lutherans
66,493$40.0%CoreMediumMinneapolis, MN2025-11-04
Virtus Investment Advisers, LLC
58,703$3.5K0.0%CoreHighHartford, CT2025-11-14
Chicago Partners Investment Group LLC
47,784$5.0K0.0%CoreLowChicago, IL2025-10-30
Arkadios Wealth Advisors
41,671$2.5K0.0%CoreLowAtlanta, GA2025-10-29
Ethos Financial Group, LLC
40,677$00.0%ETFMediumKing Of Prussia, PA2025-10-23
UBS Group AG
38,802$2.3K0.0%CoreMediumZurich, Switzerland2025-11-13
Quarry LP
37,990$2.2K0.0%YieldVery HighNew York, NY2025-11-14
Ameriprise Financial Inc
33,763$2.0K0.0%CoreMediumMinneapolis, MN2025-11-14
BFC Planning, Inc.
29,357$1.7K0.0%N/AN/ACedar Rapids, IA2026-10-29
Tolleson Wealth Management, Inc.
28,485$1.7K0.0%ETFVery LowDallas, TX2025-11-14
Concurrent Investment Advisors, LLC
28,424$1.7K0.0%CoreMediumTampa, FL2025-10-27
Bank of America Corp
27,337$1.6K0.0%CoreLowCharlotte, NC2026-02-03
Verdence Capital Advisors LLC
26,714$2.8K0.0%CoreMediumHunt Valley, MD2025-10-29
Shaker Financial Services, LLC
24,402$00.0%YieldHighArlington, VA2025-10-22
Wealth Enhancement Advisory Services, LLC
22,972$1.9K0.0%CoreLowPlymouth, MN2025-10-29
Jane Street Group, LLC
20,654$1.2K0.0%CoreVery HighNew York, NY2025-11-14
Cambridge Investment Research Advisors, Inc.
19,016$10.0%ETFLowFairfield, IA2025-11-12
Aviance Capital Partners, LLC
18,237$00.0%CoreLowNaples, FL2025-10-29
Cohen & Steers, Inc.
15,000$10.0%YieldMediumNew York, NY2025-11-14
Raymond James Financial Inc
14,885$1.8K0.0%IndexLowSt. Petersburg, FL2025-11-14
First Nebraska Trust Co
14,103$8320.0%CoreVery LowLincoln, NE2026-06-09
NewEdge Advisors, LLC
13,362$7880.0%CoreLowNew Orleans, LA2025-11-17
Almitas Capital LLC
13,000$7670.0%YieldMediumSanta Monica, CA2025-11-17
HBK Sorce Advisory LLC
12,977$1.4K0.0%ETFVery LowErie, PA2025-10-16
Wells Fargo & Company
12,833$7570.0%CoreLowSan Francisco, CA2025-11-13
WMG Financial Advisors, LLC
11,596$00.0%ETFLowKnoxville, TN2025-10-23
Northwestern Mutual Wealth Management Co
10,993$6490.0%IndexVery LowMilwaukee, WI2025-11-14
Baird Financial Group, Inc.
10,703$6310.0%CoreLowMilwaukee, WI2025-11-13
DT Investment Partners, LLC
8,613$00.0%ETFVery LowChadds Ford, PA2025-10-22
Allworth Financial LP
6,921$00.0%ETFLowFolsom, CA2025-12-02
Berthel, Fisher & Company Financial Services, Inc.
6,047$3570.0%N/AN/ACedar Rapids, IA2026-10-30
Osaic Holdings, Inc.
164$90.0%IndexLowScottsdale, AZ2025-11-14
MAI Capital Management
64$00.0%IndexVery LowIndependence, OH2025-11-10
Advisory Services Network, LLC
36$20.0%GrowthLowAtlanta, GA2025-11-18