BlackRock Investment Quality Municipal Trust, Inc.
BKNDelisted Feb 23, 2026- SEC CIK
- 0000894242
BlackRock Investment Quality Municipal Trust, Inc. was delisted on Feb 23, 2026; its insiders filed their last Form 4 on Feb 26, 2026; 65 institutions reported holding it in 13F filings for Q4 2025, worth $56.5M in total; no superinvestor held it.
13F holders, Q4 2021
Institutional positions in BlackRock Investment Quality Municipal Trust, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 58
- +1 vs. Q3 2021
- Shares held
- 2.32M
- −212.7K (−8.4%) vs. Q3 2021
- Total value
- $40.3M
- −$3.43M (−7.9%) vs. Q3 2021
- New holders
- 8
- 13 more added
- Sold out
- 7
- 18 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BKN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 65 | $56.5M |
| Q3 2025 | 64 | $52.2M |
| Q2 2025 | 67 | $51.5M |
| Q1 2025 | 66 | $51.6M |
| Q4 2024 | 68 | $46.4M |
| Q3 2024 | 60 | $51.0M |
| Q2 2024 | 62 | $50.2M |
| Q1 2024 | 63 | $53.9M |
| Q4 2023 | 64 | $56.3M |
| Q3 2023 | 62 | $43.9M |
| Q2 2023 | 68 | $44.5M |
| Q1 2023 | 58 | $38.5M |
| Q4 2022 | 60 | $33.1M |
| Q3 2022 | 57 | $26.6M |
| Q2 2022 | 56 | $29.3M |
| Q1 2022 | 56 | $29.1M |
| Q4 2021 | 58 | $40.3M |
| Q3 2021 | 57 | $43.7M |
| Q2 2021 | 54 | $45.7M |
| Q1 2021 | 54 | $47.4M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Investment Quality Municipal Trust, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 280,477 | $4.87M | 0.00% | +14,593+5.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 211,566 | $3.67M | 0.18% | −102,154−32.6% | Reduced |
| Guggenheim Capital LLC | 191,075 | $3.31M | 0.02% | −80,923−29.8% | Reduced |
| Morgan Stanley | 160,850 | $2.79M | 0.00% | −482−0.3% | Reduced |
| Truist Financial Corp | 160,185 | $2.78M | 0.00% | −5,498−3.3% | Reduced |
| UBS Group AG | 143,297 | $2.49M | 0.00% | +1,523+1.1% | Added |
| LPL Financial LLC | 110,414 | $1.92M | 0.00% | +2,296+2.1% | Added |
| Advisor Group Holdings, Inc. | 107,244 | $1.86M | 0.00% | −8,473−7.3% | Reduced |
| Clare Market Investments LLC | 89,636 | $1.56M | 0.44% | +6,499+7.8% | Added |
| Stratos Wealth Partners, LTD. | 68,402 | $1.19M | 0.03% | +39,581+137.3% | Added |
| Geneva Partners, LLC | 58,810 | $1.02M | 0.51% | −27,772−32.1% | Reduced |
| Financial Planners of Cleveland, Inc. | 53,674 | $974.0K | 0.40% | +53,674 | New |
| Orser Capital Management, LLC | 54,150 | $940.0K | 0.49% | −4,460−7.6% | Reduced |
| Van Eck Associates Corp | 52,587 | $912.0K | 0.00% | +5,127+10.8% | Added |
| Northwestern Mutual Wealth Management Co | 40,307 | $700.0K | 0.00% | +170.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,927 | $641.0K | 0.00% | −85−0.2% | Reduced |
| Mercer Global Advisors Inc | 32,623 | $566.0K | 0.00% | −950−2.8% | Reduced |
| Creative Planning | 30,240 | $525.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 27,435 | $476.0K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 26,123 | $453.0K | 0.00% | −33,856−56.4% | Reduced |
| Wells Fargo & Company | 24,841 | $431.0K | 0.00% | +4,369+21.3% | Added |
| Ameriprise Financial Inc | 22,640 | $415.0K | 0.00% | −8,065−26.3% | Reduced |
| Advisors Asset Management, Inc. | 23,125 | $401.2K | 0.01% | −21,124−47.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,111 | $384.0K | 0.00% | +1,750+8.6% | Added |
| Royal Bank of Canada | 20,762 | $360.0K | 0.00% | +1,469+7.6% | Added |
| 180 Wealth Advisors, LLC | 18,550 | $301.0K | 0.07% | +4,575+32.7% | Added |
| Koshinski Asset Management, Inc. | 16,793 | $291.4K | 0.02% | +40.0% | Added |
| Paragon Wealth Strategies, LLC | 15,558 | $270.0K | 0.07% | +15,558 | New |
| Raymond James & Associates | 15,197 | $264.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,800 | $239.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 13,675 | $237.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 13,467 | $234.0K | 0.00% | +13,467 | New |
| Lido Advisors, LLC | 13,026 | $226.0K | 0.00% | −2,834−17.9% | Reduced |
| Avaii Wealth Management, LLC | 12,235 | $212.0K | 0.21% | +12,235 | New |
| Wealthsource Partners, LLC | 11,859 | $206.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 11,329 | $197.0K | 0.10% | +11,329 | New |
| Commonwealth Equity Services, LLC | 11,044 | $191.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,730 | $186.0K | 0.00% | −7,280−40.4% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 10,648 | $185.0K | 0.03% | +10,648 | New |
| MML Investors Services, LLC | 10,539 | $183.0K | 0.00% | +14+0.1% | Added |
| HighTower Advisors, LLC | 10,457 | $182.0K | 0.00% | −11,049−51.4% | Reduced |
| Sheets Smith Wealth Management | 10,312 | $179.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,000 | $174.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 9,900 | $172.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7,300 | $127.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 5,815 | $101.0K | 0.06% | −1,026−15.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,275 | $74.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 3,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,835 | $32.0K | 0.00% | +1,835 | New |
| Wolverine Asset Management LLC | 1,751 | $30.0K | 0.00% | −2,169−55.3% | Reduced |
| Sound Income Strategies, LLC | 1,639 | $28.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,050 | $18.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 607 | $10.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 378 | $7.00K | 0.00% | −33−8.0% | Reduced |
| Motco | 295 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 13 | $0 | 0.00% | +13 | New |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −32,851−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −21,954−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −14,432−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |