ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023117
BARCLAYS PLC 3470.00%0.00%0.01%Q2 2013Q3 202396
Citadel Advisors 3070.00%0.00%0.01%Q2 2014Q3 202390
Cutler Group LLC / CA 2910.00%0.01%0.30%Q4 2015Q2 202375
JANE STREET GROUP, LLC 1610.00%0.02%0.07%Q1 2014Q3 202366
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.02%Q1 2012Q3 202361
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.06%Q2 2013Q3 202360
Parallax Volatility Advisers, L.P. 2210.00%0.04%0.19%Q3 2013Q3 202360
UBS Group AG 36360.00%0.01%0.05%Q4 2014Q3 202356
HUNTINGTON NATIONAL BANK 36180.00%0.00%0.01%Q3 2009Q3 202354
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202351
HSBC HOLDINGS PLC 47470.00%0.02%0.09%Q1 2012Q3 202348
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.06%Q2 2013Q3 202347
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.04%Q2 2013Q3 202347
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202347
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202346
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202343
WHITTIER TRUST CO 42420.00%0.01%0.03%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.01%0.08%0.26%Q2 2013Q3 202342
Palisades Hudson Asset Management, L.P. 42421.93%2.73%3.78%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.06%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.09%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
HYMAN CHARLES D 42420.10%0.40%1.12%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.01%0.05%0.19%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.15%Q2 2013Q3 202342
1607 Capital Partners, LLC 42420.73%3.25%5.31%Q2 2013Q3 202342
Spot Trading L.L.C 15150.00%0.03%0.17%Q2 2013Q4 201642
ADIRONDACK TRUST CO 42420.00%0.02%0.11%Q2 2013Q3 202342
FMR LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
ALBION FINANCIAL GROUP /UT 31100.08%0.13%0.25%Q2 2013Q3 202341
ACADIAN ASSET MANAGEMENT LLC 41410.03%0.04%0.08%Q3 2013Q3 202341
Manchester Capital Management LLC 3920.00%0.20%0.50%Q2 2013Q3 202341
DUNCKER STREETT & CO INC 25160.00%0.01%0.05%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.06%0.93%Q3 2013Q3 202341
HAP Trading, LLC 1110.00%0.12%1.78%Q2 2013Q3 202039
Mirae Asset Global Investments Co., Ltd. 3510.01%0.07%0.38%Q2 2013Q3 202339
Pictet North America Advisors SA 3360.04%1.10%4.77%Q4 2013Q3 202339
Walleye Trading LLC 1710.00%0.00%0.03%Q2 2013Q3 201838
BANQUE PICTET & CIE SA 3260.01%0.24%0.79%Q4 2013Q2 202338
Gunma Bank,Ltd. 3531.08%12.64%28.47%Q2 2013Q4 202238
SG Americas Securities, LLC 1630.00%0.10%0.40%Q2 2013Q3 202337
BlackRock Inc. 25100.00%0.00%0.01%Q4 2014Q3 202335
TD ASSET MANAGEMENT INC 3140.00%0.03%0.08%Q2 2013Q3 202335
WHITTIER TRUST CO OF NEVADA INC 35350.00%0.01%0.03%Q2 2013Q4 202135
TORONTO DOMINION BANK 34340.00%0.00%0.00%Q4 2013Q1 202234
Hexavest Inc. 34340.01%0.08%0.28%Q2 2013Q3 202134
Creative Planning 1510.00%0.00%0.01%Q2 2013Q3 202333
Cambridge Investment Research Advisors, Inc. 1210.00%0.01%0.02%Q2 2013Q3 202333
PRIVATE TRUST CO NA 2760.00%0.13%0.19%Q1 2015Q3 202333
WOLVERINE TRADING, LLC 810.00%0.00%0.01%Q3 2016Q1 202233
Gemmer Asset Management LLC 32320.01%0.02%0.23%Q2 2014Q1 202232
RAYMOND JAMES & ASSOCIATES 1570.00%0.02%0.07%Q2 2013Q3 202332
Raymond James Financial Services Advisors, Inc. 1730.00%0.01%0.04%Q2 2013Q3 202332
REILLY FINANCIAL ADVISORS, LLC 32320.00%0.01%0.06%Q1 2014Q4 202132
GLENMEDE TRUST CO NA 2050.00%0.00%0.00%Q2 2013Q3 202332
Tower Research Capital LLC (TRC) 1510.00%0.03%0.18%Q2 2013Q3 202331
Geneos Wealth Management Inc. 31310.00%0.03%0.11%Q1 2016Q3 202331
GOULD ASSET MANAGEMENT LLC /CA/ 1290.06%0.10%0.17%Q3 2013Q3 202331
US BANCORP \DE\ 1310.00%0.00%0.01%Q2 2013Q3 202329
Catalyst Capital Advisors LLC 29290.25%0.44%0.52%Q3 2016Q3 202329
STIFEL FINANCIAL CORP 2170.00%0.00%0.01%Q2 2015Q3 202328
IFP Advisors, Inc 1450.00%0.01%0.05%Q4 2015Q1 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 2310.00%0.01%0.12%Q1 2015Q3 202328
Millburn Ridgefield Corp 28280.52%0.60%0.63%Q4 2016Q3 202328
Banco Santander, S.A. 28280.00%0.01%0.01%Q4 2016Q3 202328
JOHN G ULLMAN & ASSOCIATES INC 28280.27%0.51%0.76%Q2 2013Q1 202028
Psagot Value Holdings Ltd. 28280.00%1.10%2.11%Q2 2013Q1 202028
Sandy Spring Bank 27270.00%0.00%0.00%Q4 2016Q2 202327
FLOW TRADERS U.S. LLC 710.01%0.56%3.07%Q4 2013Q3 202327
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2520.00%0.07%0.16%Q4 2016Q3 202327
BAR HARBOR WEALTH MANAGEMENT 27270.03%0.09%0.17%Q1 2013Q3 201927
MML INVESTORS SERVICES, LLC 27270.01%0.09%1.78%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
CREATIVE FINANCIAL DESIGNS INC /ADV 14130.00%0.01%0.02%Q4 2016Q3 202327
Global Retirement Partners, LLC 1810.00%0.05%0.37%Q4 2016Q3 202326
GAM Holding AG 26260.06%0.15%0.38%Q2 2013Q3 201926
PRICE T ROWE ASSOCIATES INC /MD/ 1010.00%0.00%0.00%Q2 2013Q3 202026
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2210.00%0.02%0.10%Q2 2013Q3 202326
FACTORY MUTUAL INSURANCE CO 2510.14%0.62%0.99%Q2 2013Q3 202326
AXA S.A. 26260.00%0.01%0.03%Q2 2013Q3 201926
Allianz Asset Management GmbH 920.00%0.02%0.06%Q2 2016Q3 202326
FIFTH THIRD BANCORP 1640.00%0.00%0.00%Q2 2013Q2 202125
BLAIR WILLIAM & CO/IL 2320.00%0.00%0.00%Q3 2013Q3 202325
GROUP ONE TRADING, L.P. 510.00%0.00%0.01%Q4 2013Q3 202325
PARAMETRIC PORTFOLIO ASSOCIATES LLC 25250.00%0.00%0.00%Q1 2016Q1 202225
OLD MISSION CAPITAL LLC 710.02%0.45%1.67%Q4 2014Q3 202325
SYNOVUS FINANCIAL CORP 1690.00%0.01%0.14%Q2 2013Q2 202025
PRUDENTIAL PLC 2410.00%0.03%0.23%Q2 2017Q3 202325
McIlrath & Eck, LLC 24240.00%0.02%0.14%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Janney Montgomery Scott LLC 1250.00%0.01%0.06%Q3 2013Q3 202324
Moors & Cabot, Inc. 1910.01%0.05%0.13%Q1 2014Q2 202124
Family Firm, Inc. 24240.08%0.13%0.17%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1860.00%0.00%0.01%Q2 2017Q3 202324
CWM, LLC 1680.00%0.01%0.25%Q3 2017Q3 202324
RiverFront Investment Group, LLC 1510.26%0.75%1.70%Q1 2010Q3 201923
PICTON MAHONEY ASSET MANAGEMENT 23230.00%0.01%0.03%Q1 2018Q3 202323
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q3 2014Q2 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
1832 Asset Management L.P. 23230.00%0.00%0.00%Q1 2018Q3 202323
PEAK6 Group LLC 11110.00%0.01%0.03%Q2 2013Q4 201522
BOSTON FAMILY OFFICE LLC 22220.02%0.08%0.17%Q2 2013Q3 201822
WMS Partners, LLC 22220.83%1.14%1.82%Q2 2013Q3 201822
JAMES INVESTMENT RESEARCH INC 1930.00%0.01%0.03%Q2 2013Q2 202122
Hudock, Inc. 1510.00%0.00%0.02%Q4 2013Q3 201921
BB&T SECURITIES, LLC 1510.01%0.03%0.06%Q2 2013Q3 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
NATIXIS 1290.00%0.02%0.07%Q2 2013Q4 201921
Tradewinds Capital Management, LLC 1730.00%1.83%9.82%Q3 2017Q2 202320
Financial Gravity Asset Management, Inc. 1010.00%0.16%2.76%Q1 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.07%Q4 2017Q3 202220
Water Oak Advisors LLC 1210.71%2.01%4.28%Q2 2014Q3 202020
Laurel Wealth Advisors LLC 20200.02%0.02%0.02%Q4 2018Q3 202320
Highlander Capital Management, LLC 20200.01%0.04%0.06%Q2 2013Q1 201820
COMMERCE BANK 20200.00%0.01%0.01%Q1 2013Q4 201720
Quantitative Investment Management, LLC 510.03%0.16%0.46%Q3 2013Q4 202220
TOMPKINS FINANCIAL CORP 19190.00%0.01%0.01%Q3 2015Q1 202019
Carroll Financial Associates, Inc. 1810.00%0.01%0.02%Q2 2013Q3 202119
J.P. Morgan Private Wealth Advisors LLC 1020.00%0.00%0.02%Q2 2013Q3 202319
TSFG, LLC 19190.00%0.04%0.16%Q1 2019Q3 202319
SIMPLEX TRADING, LLC 610.00%0.01%0.04%Q3 2015Q2 202319
INNEALTA CAPITAL, LLC 1540.44%1.34%2.43%Q4 2018Q3 202319
CAPTRUST FINANCIAL ADVISORS 1090.00%0.00%0.00%Q2 2017Q2 202219
UBS AG 660.00%0.01%0.03%Q2 2013Q3 201418
Brinker Capital Investments, LLC 1510.00%0.12%0.22%Q2 2013Q4 201918
Commonwealth Equity Services, Inc 18180.00%0.01%0.03%Q2 2013Q3 201718
XPONANCE, INC. 1350.08%2.10%4.59%Q4 2013Q4 201918
Armor Investment Advisors, LLC 1440.10%0.27%0.47%Q4 2016Q2 202118
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q2 2013Q2 202317
WFG Advisors, LP 17170.00%0.02%0.04%Q2 2013Q2 201717
6 Meridian 17170.24%0.30%0.36%Q4 2017Q4 202117
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
Dai-ichi Life Insurance Company, Ltd 1020.01%0.24%0.53%Q2 2017Q1 202317
CIBC Asset Management Inc 1310.00%0.03%0.07%Q3 2015Q4 202117
DEUTSCHE BANK AG\ 810.00%0.00%0.01%Q3 2013Q2 202217
BANK OF NOVA SCOTIA 1310.00%0.01%0.05%Q1 2014Q2 202317
Accuvest Global Advisors 310.10%1.14%2.60%Q3 2013Q4 202217
REGIONS FINANCIAL CORP 1160.00%0.00%0.00%Q2 2013Q1 201917
COMMERZBANK AKTIENGESELLSCHAFT /FI 1340.00%0.02%0.06%Q4 2013Q1 201917
BREWIN DOLPHIN LTD 16160.00%0.00%0.00%Q3 2017Q2 202116
Patten Group, Inc. 1510.00%0.01%0.05%Q4 2014Q4 201816
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1410.06%0.82%1.22%Q4 2014Q1 201916
Mandatum Life Insurance Co Ltd 16160.05%0.12%0.20%Q4 2015Q3 201916
SCHRODER INVESTMENT MANAGEMENT GROUP 710.00%0.02%0.06%Q3 2016Q3 202316
AGF INVESTMENTS INC. 1010.00%0.06%0.15%Q3 2013Q1 202116
Sheaff Brock Investment Advisors, LLC 16160.02%0.04%0.06%Q4 2015Q3 201916
Cetera Advisors LLC 16160.09%0.37%0.54%Q3 2015Q2 201916
Moneda S.A. Administradora General de Fondos 16160.31%0.62%1.02%Q4 2019Q3 202316
CIBC WORLD MARKET INC. 910.00%0.01%0.02%Q2 2013Q2 201916
ROCKY MOUNTAIN ADVISERS, LLC 16160.04%0.18%0.64%Q4 2013Q3 201716
Banque Cantonale Vaudoise 16160.02%0.03%0.04%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
RONALD BLUE & CO LLC 960.01%0.28%3.28%Q2 2013Q2 201715
ENTERPRISE FINANCIAL SERVICES CORP 1050.00%0.00%0.01%Q4 2014Q2 202115
Retirement Group, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
MUFG Americas Holdings Corp 1410.00%0.00%0.00%Q3 2011Q1 201615
Rosenberg Matthew Hamilton 15150.04%0.06%0.08%Q1 2020Q3 202315
FineMark National Bank & Trust 15150.00%0.02%0.05%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
HRT FINANCIAL LP 410.00%0.17%0.48%Q1 2015Q3 202315
Highstreet Asset Management Inc. 1140.00%0.04%0.22%Q1 2016Q4 201915
SIGNATUREFD, LLC 720.00%0.01%0.03%Q4 2014Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Winslow, Evans & Crocker, Inc. 15150.00%0.01%0.04%Q4 2013Q2 201715
DT Investment Partners, LLC 1130.00%0.96%1.74%Q2 2013Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.61%0.83%1.65%Q4 2018Q1 202214
Renaissance Technologies 410.00%0.00%0.01%Q4 2017Q2 202314
Advisory Services Network, LLC 410.00%0.01%0.05%Q3 2015Q1 202314
Karp Capital Management Corp 1110.01%0.67%1.07%Q2 2016Q3 202214
CX Institutional 14140.00%0.31%0.49%Q3 2019Q4 202214
Banco de Sabadell, S.A 14140.03%0.03%0.04%Q4 2017Q1 202114
AVIANCE CAPITAL MANAGEMENT, LLC 860.02%0.04%0.12%Q2 2013Q4 201614
Ifrah Financial Services, Inc. 1220.09%0.16%0.28%Q1 2015Q3 201814
Virtu KCG Holdings LLC 820.00%0.02%0.06%Q3 2013Q2 201714
Cottage Street Advisors LLC 14140.21%0.30%0.38%Q2 2019Q3 202214
NorthCoast Asset Management LLC 13130.02%0.20%1.96%Q3 2018Q3 202113
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
UNITED CAPITAL FINANCIAL ADVISORS, LLC 13130.00%0.15%0.33%Q4 2016Q4 201913
D. E. Shaw & Co., Inc. 1210.00%0.00%0.01%Q3 2015Q3 201913
WP Advisors, LLC 13130.19%0.26%0.33%Q4 2016Q4 201913
CUMBERLAND ADVISORS INC 1110.06%1.68%2.06%Q3 2013Q3 201813
Ledyard National Bank 850.00%0.00%0.00%Q4 2013Q4 201813
NISA INVESTMENT ADVISORS, LLC 940.00%0.01%0.02%Q2 2013Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Robertson Stephens Wealth Management, LLC 13130.03%0.11%0.31%Q3 2020Q3 202313
Freedom Investment Management, Inc. 210.02%0.13%0.36%Q1 2013Q4 202113
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1210.04%0.08%0.18%Q2 2013Q3 201613
NEXT Financial Group, Inc 620.00%0.00%0.01%Q2 2014Q4 201913
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 13132.11%3.54%5.11%Q4 2014Q4 201713
WEBSTER BANK, N. A. 13130.00%0.00%0.00%Q4 2016Q4 201913
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 13132.35%3.68%5.28%Q4 2014Q4 201713
Cedar Wealth Management, LLC 1030.14%0.23%0.27%Q2 2020Q3 202313
Global Endowment Management, LP 13130.13%0.28%0.61%Q3 2020Q3 202313
East Coast Asset Management, LLC. 12120.15%0.24%0.38%Q4 2012Q3 201512
Belmont Capital, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
55I, LLC 930.01%0.08%0.20%Q2 2019Q3 202212
KBC Group NV 12120.00%0.00%0.01%Q2 2013Q1 201612
Twin Tree Management, LP 520.00%0.12%0.28%Q1 2020Q2 202312
MEITAV INVESTMENT HOUSE LTD 1110.00%0.01%0.01%Q2 2018Q3 202312
CIBC Private Wealth Group, LLC 930.00%0.00%0.00%Q1 2014Q2 201812
BALDWIN BROTHERS LLC/MA 12120.00%0.01%0.01%Q1 2021Q4 202312
NIPPON LIFE INSURANCE CO 12121.38%1.78%2.30%Q2 2013Q1 201612
TRUIST FINANCIAL CORP 1110.00%0.00%0.01%Q4 2019Q3 202312
TWO SIGMA SECURITIES, LLC 210.00%0.07%0.57%Q1 2016Q3 202312
PITTENGER & ANDERSON INC 12120.01%0.07%0.09%Q2 2013Q1 201612
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Qube Research & Technologies Ltd 610.00%0.04%0.14%Q1 2020Q3 202312
M&T BANK CORP 530.00%0.02%0.07%Q3 2014Q1 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Keeley-Teton Advisors, LLC 12120.01%0.02%0.02%Q1 2017Q4 201912
AdvisorNet Financial, Inc 1020.00%0.00%0.01%Q3 2018Q3 202112
Larson Financial Group LLC 11110.00%0.00%0.00%Q4 2018Q2 202111
GSB Wealth Management, LLC 11110.46%0.75%1.22%Q1 2021Q3 202311
Susquehanna International Group Ltd. 810.16%1.20%3.58%Q4 2018Q3 202211
Csenge Advisory Group 1010.03%0.06%0.27%Q3 2019Q2 202311
WELLINGTON MANAGEMENT GROUP LLP 410.00%0.00%0.00%Q3 2014Q3 202311
4Thought Financial Group Inc. 11110.01%0.01%0.02%Q1 2021Q3 202311
Efficient Market Advisors, LLC 11110.00%0.01%0.01%Q2 2013Q4 201511
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
SCOTIA CAPITAL INC. 11110.00%0.01%0.01%Q3 2016Q1 201911
WOLVERINE ASSET MANAGEMENT LLC 420.00%0.01%0.03%Q4 2014Q2 202111
CURIAN CAPITAL LLC 11110.01%0.03%0.06%Q2 2013Q4 201511
INTEGRAL DERIVATIVES, LLC 550.01%0.04%0.07%Q4 2016Q4 201711
CT Financial Advisors LLC 1010.01%0.01%0.01%Q1 2014Q1 201711
Taikang Asset Management (Hong Kong) Co Ltd 11110.14%0.21%0.33%Q4 2017Q2 202011
CARRET ASSET MANAGEMENT, LLC 11110.05%0.08%0.10%Q1 2013Q3 201511
Marks Group Wealth Management, Inc 11110.05%0.50%0.79%Q4 2019Q2 202211
Main Management LLC 1010.19%0.33%0.45%Q2 2013Q3 201811
Brandywine Global Investment Management, LLC 11110.00%0.00%0.00%Q1 2014Q3 201611
AMG National Trust Bank 11110.03%0.09%0.18%Q1 2018Q3 202011
HighTower Advisors, LLC 710.00%0.01%0.01%Q3 2013Q3 202311
Rice Partnership, LLC 11110.49%1.31%1.77%Q1 2021Q3 202311
TIEMANN INVESTMENT ADVISORS, LLC 730.09%0.12%0.16%Q2 2019Q2 202210
Nuveen Asset Management, LLC 820.00%0.00%0.02%Q2 2013Q3 201610
Squarepoint Ops LLC 210.00%0.03%0.07%Q4 2017Q3 202310
Alpha Omega Wealth Management LLC 10100.00%0.00%0.01%Q4 2015Q1 201810
ORRSTOWN FINANCIAL SERVICES INC 10100.01%0.14%0.51%Q2 2013Q3 201510
ADVISORY RESEARCH INC 10100.04%0.05%0.11%Q2 2017Q3 201910
Clal Insurance Enterprises Holdings Ltd 730.00%0.01%0.02%Q4 2014Q3 202010
HighVista Strategies LLC 10100.09%0.15%0.22%Q2 2013Q3 201510
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
FIL Ltd 10100.00%0.01%0.02%Q3 2014Q4 201610
CEDAR CAPITAL, LLC 510.08%0.49%1.47%Q4 2016Q2 202110
Veritable, L.P. 10100.01%0.01%0.02%Q4 2012Q1 201510
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.03%0.14%Q2 2018Q3 202010
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 710.00%0.09%0.15%Q2 2013Q1 202110
Private Advisor Group, LLC 310.00%0.01%0.04%Q3 2014Q2 202110
AFAM CAPITAL, INC. 910.34%0.45%0.61%Q2 2014Q1 201810
WEALTHCARE CAPITAL MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Alexandria Capital, LLC 10100.00%0.01%0.03%Q2 2013Q3 201510
Intersect Capital LLC 10100.50%0.64%0.84%Q4 2014Q1 201710
People's United Financial, Inc. 990.00%0.00%0.00%Q2 2013Q2 20159
AlphaMark Advisors, LLC 990.04%0.07%0.10%Q2 2013Q2 20159
BARINGS LLC 810.00%0.00%0.01%Q1 2017Q3 20209
Pinnacle Summer Investments, Inc. 810.01%0.01%0.02%Q2 2013Q3 20159
Transamerica Financial Advisors, Inc. 540.00%0.00%0.01%Q2 2013Q4 20159
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 990.06%0.09%0.12%Q2 2013Q2 20159
Independent Wealth Network Inc. 990.18%0.21%0.25%Q3 2021Q3 20239
Solstein Capital, LLC 990.01%0.39%1.38%Q4 2020Q4 20229
Altshuler Shaham Ltd 990.03%0.12%0.33%Q4 2017Q4 20199
HARBOUR INVESTMENT MANAGEMENT LLC 990.50%0.57%0.63%Q2 2013Q2 20159
NewSquare Capital LLC 990.01%0.01%0.01%Q2 2013Q2 20159
First City Capital Management, Inc. 990.00%0.00%0.01%Q1 2014Q1 20169
DUPONT CAPITAL MANAGEMENT CORP 720.05%0.42%0.83%Q1 2015Q2 20209
HL FINANCIAL SERVICES LLC 990.02%0.02%0.02%Q3 2014Q3 20169
BANK PICTET & CIE (ASIA) LTD 510.12%0.48%1.50%Q2 2014Q4 20179
CAPITAL FUND MANAGEMENT S.A. 610.00%0.03%0.05%Q3 2014Q4 20189
Twin Lakes Capital Management, LLC 990.03%0.04%0.06%Q3 2021Q3 20239
NORTHERN TRUST CORP 990.00%0.00%0.00%Q2 2013Q2 20159
FUKOKU MUTUAL LIFE INSURANCE Co 993.05%3.94%4.91%Q2 2013Q2 20159
Apriem Advisors 990.01%0.01%0.02%Q2 2013Q2 20159
First Horizon Advisors, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Integrated Wealth Concepts LLC 410.01%0.02%0.04%Q2 2019Q3 20239
Hartford Financial Management Inc. 710.00%0.02%0.03%Q4 2013Q4 20199
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 990.17%0.20%0.23%Q3 2021Q3 20239
Edgestream Partners, L.P. 310.02%0.26%0.54%Q1 2018Q3 20229
Sutton Wealth Advisors Inc. 880.01%0.01%0.01%Q1 2018Q4 20198
Allspring Global Investments Holdings, LLC 880.09%0.11%0.13%Q4 2021Q3 20238
Deer Park Road Corp 410.18%0.71%1.43%Q4 2018Q4 20228
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 710.00%0.02%0.07%Q1 2017Q2 20198
MITCHELL SINKLER & STARR/PA 880.29%0.69%1.37%Q2 2013Q1 20158
Viewpoint Capital Management LLC 880.07%0.10%0.14%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.06%0.14%0.24%Q4 2020Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Hillsdale Investment Management Inc. 880.01%0.03%0.19%Q2 2013Q1 20158
Desjardins Global Asset Management Inc. 880.01%0.06%0.18%Q4 2021Q3 20238
NOMURA HOLDINGS INC 410.00%0.02%0.11%Q4 2012Q1 20238
PUBLIC SECTOR PENSION INVESTMENT BOARD 880.09%0.27%0.38%Q3 2015Q2 20178
Pacific Center for Financial Services 620.00%0.00%0.00%Q2 2021Q2 20238
Kore Private Wealth LLC 410.01%0.03%0.05%Q4 2018Q3 20218
CreativeOne Wealth, LLC 530.02%0.04%0.09%Q1 2021Q2 20238
QCI ASSET MANAGEMENT INC/NY 880.00%0.00%0.00%Q2 2013Q1 20158
ATLAS CAPITAL ADVISORS LLC 880.01%0.01%0.03%Q1 2018Q4 20198
PATHSTONE FAMILY OFFICE, LLC 620.00%0.09%0.29%Q2 2013Q3 20238
FMA ADVISORY INC 710.01%0.13%0.16%Q2 2013Q2 20158
New Vernon Capital Holdings II LLC 620.78%1.21%1.60%Q2 2016Q2 20188
Realta Investment Advisors 420.00%0.01%0.02%Q1 2019Q3 20238
EVERGREEN CAPITAL MANAGEMENT LLC 880.03%0.04%0.06%Q2 2019Q1 20218
MANAGED ACCOUNT ADVISORS LLC 710.00%0.00%0.00%Q2 2013Q2 20158
SEI INVESTMENTS CO 310.00%0.00%0.00%Q4 2014Q2 20188
Virtus Investment Advisers, Inc. 510.05%0.23%0.36%Q3 2013Q3 20178
NATIXIS ADVISORS, L.P. 880.08%0.09%0.12%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Fieldpoint Private Securities, LLC 610.00%0.07%0.15%Q1 2017Q2 20218
Waverly Advisors, LLC 320.01%0.01%0.02%Q3 2013Q3 20157
Jane Street Holding, LLC 330.01%0.06%0.15%Q2 2013Q4 20137
M&R CAPITAL MANAGEMENT INC 770.00%0.00%0.00%Q2 2016Q4 20177
Lattice Strategies LLC 770.22%0.27%0.33%Q4 2013Q2 20157
Miracle Mile Advisors, LLC 770.01%0.02%0.02%Q1 2021Q3 20227
EXANE DERIVATIVES 770.00%0.02%0.04%Q3 2015Q1 20177
Wealthspire Advisors, L.P. 770.00%0.00%0.00%Q2 2017Q4 20187
Yorktown Management & Research Co Inc 770.06%0.06%0.06%Q2 2013Q4 20147
Wharton Business Group, LLC 770.04%0.06%0.08%Q2 2013Q4 20147
Exchange Capital Management, Inc. 770.00%0.00%0.00%Q2 2016Q4 20177
Clark Capital Management Group, Inc. 310.09%0.26%0.88%Q2 2013Q1 20177
Glovista Investments LLC 610.14%0.28%0.72%Q1 2014Q3 20177
Haverford Trust Co 610.01%0.01%0.01%Q2 2013Q1 20157
GHP Investment Advisors, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Compagnie Lombard Odier SCmA 610.00%0.01%0.02%Q1 2015Q2 20227
Eudaimonia Partners, LLC 610.01%0.03%0.10%Q4 2019Q2 20227
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Korea Investment CORP 770.01%0.03%0.05%Q4 2016Q2 20187
Manifold Partners, LLC 520.50%2.71%4.31%Q2 2014Q1 20177
Rehmann Capital Advisory Group 770.00%0.33%2.32%Q1 2018Q3 20197
BHF Kleinwort Benson Group S.A. 770.00%0.23%0.69%Q2 2013Q4 20147
PICTET BANK & TRUST Ltd 770.11%0.15%0.17%Q4 2013Q2 20157
CLEAR STREET MARKETS LLC 310.00%0.04%0.25%Q2 2014Q3 20227
BlackRock Fund Advisors 770.00%0.00%0.00%Q2 2015Q4 20167
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q1 2014Q2 20237
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Placemark Investments, Inc. 420.01%0.02%0.03%Q2 2013Q4 20146
1919 Investment Counsel, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
B. Riley Wealth Management, Inc. 660.01%0.02%0.03%Q1 2014Q2 20156
BlackRock Investment Management, LLC 330.00%0.00%0.00%Q1 2014Q4 20166
Sumitomo Mitsui Trust Holdings, Inc. 420.00%0.00%0.00%Q4 2020Q1 20236
BOSTON PRIVATE BANK & TRUST CO 660.00%0.00%0.00%Q4 2013Q1 20156
Trust CO of the Ozarks 660.14%0.18%0.22%Q2 2013Q3 20146
BLB&B Advisors, LLC 660.08%0.10%0.12%Q2 2013Q3 20146
IHT Wealth Management, LLC 660.00%0.12%0.65%Q4 2016Q1 20186
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Olympiad Research LP 660.11%0.20%0.30%Q1 2021Q2 20226
TRIAD FINANCIAL ADVISORS, INC. 660.10%0.12%0.16%Q4 2021Q1 20236
Argentus Capital Management, LLC 510.00%0.03%0.16%Q3 2013Q3 20166
SUNTRUST BANKS INC 310.00%0.00%0.01%Q2 2013Q3 20196
Vontobel Holding Ltd. 510.00%0.15%0.27%Q3 2021Q3 20236
Independent Family Office, LLC 310.08%0.10%0.15%Q4 2019Q4 20216
B. Riley Wealth Advisors, Inc. 510.00%0.02%0.04%Q2 2013Q4 20146
Parallel Advisors, LLC 310.00%0.00%0.00%Q4 2016Q2 20226
Windham Capital Management, LLC 510.05%0.18%0.27%Q1 2017Q3 20226
Versant Capital Management, Inc 660.01%0.01%0.01%Q1 2022Q2 20236
Focused Wealth Management, Inc 510.00%0.03%0.06%Q3 2013Q4 20226
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Bank Pictet & Cie (Europe) AG 210.09%0.15%0.20%Q2 2014Q3 20196
SFE Investment Counsel 660.11%0.12%0.14%Q2 2013Q3 20146
Independent Portfolio Consultants, Inc. 660.07%0.39%0.66%Q1 2016Q2 20176
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
PRUDENTIAL FINANCIAL INC 410.00%0.00%0.00%Q2 2019Q3 20226
Hudson Bay Capital Management LP 410.04%0.08%0.10%Q4 2017Q1 20226
EATON VANCE MANAGEMENT 660.00%0.00%0.01%Q4 2020Q1 20226
Capital Bank & Trust Co 660.00%0.00%0.00%Q4 2018Q1 20206
GUARDIAN INVESTMENT MANAGEMENT 660.47%0.55%0.60%Q2 2013Q3 20146
ATWOOD & PALMER INC 510.00%0.00%0.00%Q2 2014Q2 20226
Kingfisher Capital LLC 660.24%0.28%0.31%Q2 2013Q3 20146
PARSONS CAPITAL MANAGEMENT INC/RI 660.04%0.04%0.04%Q3 2016Q4 20176
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20235
Gruss & Co., LLC 550.28%0.29%0.31%Q2 2013Q2 20145
Laurion Capital Management LP 330.08%0.09%0.10%Q2 2017Q4 20175
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
Vontobel Swiss Wealth Advisors AG 320.14%0.84%2.66%Q1 2017Q4 20195
PRENTISS SMITH & CO INC 550.01%0.01%0.01%Q2 2013Q2 20145
PHYSICIANS FINANCIAL SERVICES, INC. 550.00%0.00%0.00%Q4 2015Q4 20165
Laffer Tengler Investments, Inc. 550.01%0.02%0.04%Q3 2022Q3 20235
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 410.01%0.02%0.03%Q2 2016Q3 20175
VICUS CAPITAL 550.10%0.48%0.74%Q2 2013Q2 20145
Bluefin Trading, LLC 210.01%0.18%0.37%Q1 2014Q4 20175
DRW Securities, LLC 210.03%0.09%0.18%Q4 2019Q1 20235
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Lenox Wealth Management, Inc. 550.00%0.02%0.06%Q2 2017Q2 20185
FRANKLIN RESOURCES INC 210.00%0.00%0.00%Q2 2013Q2 20165
CADINHA & CO LLC 550.05%0.57%2.41%Q3 2013Q3 20145
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cordasco Financial Network 550.01%0.01%0.01%Q3 2020Q3 20215
RAY GERALD L & ASSOCIATES LTD 550.04%0.04%0.05%Q3 2013Q3 20145
First Allied Advisory Services, Inc. 210.00%0.04%0.12%Q2 2013Q3 20195
Ameritas Investment Partners, Inc. 550.00%0.00%0.00%Q4 2014Q4 20155
BENJAMIN EDWARDS INC 550.00%0.01%0.02%Q2 2022Q2 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.02%Q4 2016Q4 20175
VIVID FINANCIAL MANAGEMENT, INC. 550.46%0.65%0.71%Q4 2020Q4 20215
Virtu Financial LLC 110.02%0.06%0.10%Q2 2014Q4 20195
Migdal Insurance & Financial Holdings Ltd. 320.00%0.01%0.02%Q4 2016Q2 20235
KEELEY ASSET MANAGEMENT CORP 410.01%0.01%0.01%Q2 2013Q4 20165
Marketfield Asset Management LLC 553.69%5.39%5.96%Q1 2021Q1 20225
WILMINGTON TRUST CO 550.01%0.02%0.02%Q2 2013Q2 20145
Parasol Investment Management, LLC 550.02%0.02%0.02%Q4 2013Q4 20145
Trexquant Investment LP 320.01%0.07%0.25%Q1 2020Q2 20235
Marotta Asset Management 550.06%0.23%0.67%Q4 2019Q4 20205
Chicago Partners Investment Group LLC 550.00%0.00%0.00%Q3 2015Q3 20165
TCI Wealth Advisors, Inc. 210.00%0.01%0.02%Q4 2012Q3 20225
Winfield Associates, Inc. 550.00%0.00%0.01%Q4 2013Q4 20145
PRINCETON CAPITAL MANAGEMENT LLC 320.01%0.22%0.38%Q3 2013Q2 20185
Polaris Wealth Advisory Group, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Wolf Group Capital Advisors 550.68%0.93%1.03%Q3 2017Q3 20185
PURA VIDA INVESTMENTS, LLC 310.66%0.81%1.02%Q3 2015Q4 20164
OneDigital Investment Advisors LLC 440.00%0.01%0.01%Q3 2018Q2 20194
NVWM, LLC 440.00%0.01%0.02%Q1 2018Q4 20184
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q1 2016Q3 20194
WESTPORT RESOURCES MANAGEMENT INC 440.00%0.01%0.01%Q2 2013Q1 20144
Nalls Sherbakoff Group, LLC 310.04%0.05%0.08%Q4 2018Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Itau Unibanco Holding S.A. 110.00%0.01%0.03%Q2 2020Q2 20234
Financial Architects, Inc 210.00%0.00%0.01%Q2 2013Q4 20184
DUBUQUE BANK & TRUST CO 440.00%0.00%0.00%Q1 2015Q4 20154
Zurich Insurance Group Ltd/FI 440.00%0.01%0.01%Q2 2022Q1 20234
NEW YORK STATE COMMON RETIREMENT FUND 310.01%0.01%0.01%Q4 2013Q2 20174
BESSEMER GROUP INC 210.00%0.00%0.00%Q2 2013Q4 20144
Polianta Ltd 445.51%6.31%7.40%Q2 2022Q1 20234
BRINKER CAPITAL INC 210.03%0.07%0.12%Q2 2014Q3 20154
ExodusPoint Capital Management, LP 310.00%0.04%0.08%Q1 2020Q1 20214
Atom Investors LP 310.05%0.20%0.37%Q1 2020Q2 20214
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q4 2012Q3 20134
Harel Insurance Investments & Financial Services Ltd. 310.01%0.01%0.02%Q2 2016Q3 20174
Destination Wealth Management 210.00%0.52%1.84%Q1 2013Q1 20194
Westside Investment Management, Inc. 440.00%0.00%0.00%Q1 2017Q4 20174
Bartlett & Co. LLC 210.00%0.00%0.00%Q3 2013Q4 20204
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 310.01%0.01%0.01%Q1 2022Q3 20234
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 210.34%1.42%3.35%Q4 2013Q3 20204
Gradient Investments LLC 310.00%0.02%0.05%Q4 2016Q4 20174
NATIONAL PLANNING CORP 310.01%0.02%0.02%Q4 2013Q4 20144
Thiel Macro LLC 210.24%0.88%1.83%Q4 2014Q3 20194
Peachtree Investment Advisors, Inc. 440.07%0.08%0.08%Q3 2014Q2 20154
Acropolis Investment Management, LLC 440.03%0.03%0.04%Q2 2013Q1 20144
Cresset Asset Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Advocacy Wealth Management Services, LLC 440.00%0.00%0.01%Q1 2016Q4 20164
SIMON QUICK ADVISORS, LLC 310.00%0.01%0.02%Q1 2017Q2 20194
Enterprise Trust & Investment Co 440.02%0.02%0.02%Q3 2021Q2 20224
MARIETTA INVESTMENT PARTNERS LLC 440.07%0.33%0.78%Q1 2016Q4 20164
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2021Q1 20234
LFA - Lugano Financial Advisors SA 440.00%0.00%0.00%Q3 2021Q2 20224
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Tidal Investments LLC 440.02%0.06%0.08%Q4 2022Q3 20234
Natixis Investment Managers International 441.34%2.08%3.16%Q1 2016Q4 20164
Kalos Management, Inc. 440.29%0.33%0.39%Q4 2015Q3 20164
ETF MANAGERS GROUP, LLC 440.00%0.00%0.01%Q3 2018Q2 20194
Kovitz Investment Group Partners, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Fullerton Fund Management Co Ltd. 210.07%0.33%0.96%Q3 2018Q2 20224
Private Capital Group, LLC 310.00%0.00%0.00%Q4 2017Q2 20194
AXS Investments LLC 440.07%0.12%0.14%Q2 2022Q1 20234
Weaver C. Barksdale & Associates, Inc. 440.01%0.01%0.01%Q2 2013Q1 20144
Proficio Capital Partners LLC 310.04%0.98%1.96%Q1 2021Q2 20224
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20214
BALYASNY ASSET MANAGEMENT L.P. 210.01%0.08%0.16%Q2 2013Q1 20224
NewEdge Advisors, LLC 310.00%0.03%0.05%Q2 2017Q2 20214
Liberty Mutual Group Asset Management Inc. 440.07%0.11%0.15%Q1 2015Q4 20154
ASB Consultores, LLC 440.87%1.01%1.18%Q4 2021Q3 20224
Smart Portfolios, LLC 110.43%1.84%6.02%Q3 2013Q1 20154
Torch Wealth Management LLC 330.02%0.02%0.02%Q4 2013Q2 20143
QUATTRO FINANCIAL ADVISORS LLC 110.00%0.04%0.08%Q1 2017Q1 20183
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
DARK FOREST CAPITAL MANAGEMENT LP 330.20%0.24%0.26%Q1 2023Q3 20233
Timber Hill LLC 210.00%0.00%0.00%Q2 2014Q1 20163
Evercore Wealth Management, LLC 210.00%0.00%0.00%Q1 2015Q1 20173
Nan Shan Life Insurance Co., Ltd. 330.04%0.04%0.05%Q1 2021Q3 20213
Strategic Capital Alternatives LLC 210.00%0.01%0.01%Q3 2014Q3 20153
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
ZRC WEALTH MANAGEMENT, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Hightower 6M Holding, LLC 330.35%0.36%0.38%Q1 2022Q3 20223
Hefty Wealth Partners 210.00%0.27%0.42%Q3 2016Q3 20173
Shamrock Asset Management LLC 210.01%0.02%0.02%Q2 2014Q4 20163
Squar Milner Financial Services LLC 210.12%0.15%0.19%Q2 2019Q1 20203
Commonwealth Financial Services, LLC 330.10%0.11%0.12%Q4 2014Q2 20153
Cetera Investment Advisers 210.00%0.00%0.01%Q3 2022Q3 20233
CAPSTONE INVESTMENT ADVISORS, LLC 210.05%0.06%0.09%Q1 2017Q1 20183
SENTINEL PENSION ADVISORS INC 330.28%0.29%0.31%Q1 2023Q3 20233
Crosspoint Capital Strategies, LLC 210.00%0.01%0.02%Q3 2015Q3 20163
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Country Club Trust Company, n.a. 330.28%0.33%0.37%Q2 2013Q4 20133
Integrity Financial Corp /WA 330.00%0.00%0.00%Q4 2021Q2 20223
Rampart Investment Management Company, LLC 330.17%0.18%0.19%Q2 2019Q4 20193
Strategic Capital Group LLC 210.01%0.01%0.01%Q3 2013Q2 20143
Sepio Capital, LP 210.05%0.07%0.11%Q1 2021Q1 20233
Chesley Taft & Associates LLC 330.06%0.07%0.07%Q2 2013Q4 20133
Trek Financial, LLC 210.03%0.08%0.16%Q1 2021Q4 20223
EHP Funds Inc. 330.07%0.13%0.18%Q4 2022Q2 20233
Vermillion Asset Management LLC 220.17%2.41%5.53%Q2 2013Q3 20133
Metis Global Partners, LLC 330.09%0.21%0.43%Q2 2022Q4 20223
Vident Investment Advisory, LLC 210.01%0.03%0.07%Q2 2020Q2 20233
Dorsey Wright & Associates 330.06%0.08%0.11%Q2 2017Q4 20173
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Smith Affiliated Capital Corp. 110.39%0.46%0.57%Q2 2011Q2 20143
River Wealth Advisors LLC 330.12%0.16%0.19%Q1 2015Q3 20153
Cornerstone Wealth Management, LLC 210.02%0.03%0.06%Q1 2017Q3 20183
COMERICA BANK 210.00%0.01%0.03%Q2 2013Q3 20233
Laidlaw Group, LLC 330.37%0.61%0.76%Q2 2013Q4 20133
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Willow Street Advisors LLC 331.70%1.87%1.96%Q2 2013Q4 20133
Employees Retirement System of Texas 330.05%0.06%0.06%Q4 2018Q2 20193
Kistler-Tiffany Companies, LLC 210.01%0.01%0.02%Q2 2013Q2 20173
COMMUNITY BANK SYSTEM, INC. 330.01%0.02%0.02%Q2 2013Q4 20133
Beacon Capital Management, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
American Trust 210.07%0.17%0.26%Q2 2022Q1 20233
MGO ONE SEVEN LLC 210.02%0.02%0.03%Q4 2017Q4 20183
AMP Capital Investors Ltd 210.00%0.00%0.00%Q4 2015Q3 20163
InterOcean Capital, LLC 330.06%0.07%0.07%Q4 2017Q2 20183
Pinnacle Bancorp, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
OPPENHEIMER & CO INC 210.01%0.02%0.04%Q2 2013Q2 20223
KCM INVESTMENT ADVISORS LLC 330.04%0.05%0.05%Q4 2014Q2 20153
Clearstead Advisors, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Forty4 Asset Management LLC 110.02%0.08%0.20%Q2 2013Q2 20133
NatWest Group plc 330.01%0.01%0.01%Q3 2013Q1 20143
TWO SIGMA INVESTMENTS, LP 330.00%0.00%0.00%Q4 2013Q2 20143
COLDSTREAM CAPITAL MANAGEMENT INC 330.10%0.10%0.11%Q2 2013Q4 20133
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.01%0.01%Q2 2022Q1 20233
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Cercano Management LLC 330.16%0.18%0.20%Q1 2023Q3 20233
ROFFMAN MILLER ASSOCIATES INC /PA/ 330.15%0.18%0.19%Q2 2013Q4 20133
AXXCESS WEALTH MANAGEMENT, LLC 330.03%0.03%0.04%Q2 2022Q4 20223
Bray Capital Advisors 330.13%0.34%0.46%Q4 2014Q2 20153
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.10%0.12%0.13%Q4 2017Q3 20183
Baird Financial Group, Inc. 330.00%0.01%0.01%Q2 2015Q4 20153
Weatherstone Capital Management 210.16%0.21%0.25%Q2 2014Q4 20163
1834 INVESTMENT ADVISORS CO 330.10%0.12%0.12%Q2 2013Q4 20133
NOMURA ASSET MANAGEMENT CO LTD 210.01%0.03%0.04%Q1 2017Q3 20213
ALLSTATE CORP 210.02%0.02%0.03%Q2 2022Q1 20233
Legal & General Group Plc 330.00%0.00%0.00%Q2 2018Q4 20183
Essex Financial Services, Inc. 210.06%0.07%0.07%Q3 2013Q2 20143
Crabel Capital Management, LLC 110.08%0.14%0.25%Q4 2017Q1 20213
AEGON USA Investment Management, LLC 330.00%0.00%0.00%Q4 2013Q2 20143
HOHIMER WEALTH MANAGEMENT, LLC 330.35%0.71%0.99%Q1 2020Q3 20203
Koshinski Asset Management, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
QCM Cayman, Ltd. 110.23%2.65%7.26%Q2 2013Q3 20223
Carnick & Kubik, LLC 110.00%0.01%0.01%Q4 2013Q1 20163
RWA WEALTH PARTNERS, LLC 110.03%0.28%0.53%Q1 2017Q4 20193
BAIRD ROBERT W & CO INC /WI/ 210.02%0.04%0.07%Q2 2013Q1 20153
Merriman Wealth Management, LLC 110.04%0.10%0.21%Q3 2013Q2 20233
LIBERTY WEALTH MANAGEMENT LLC 330.00%0.01%0.01%Q4 2018Q2 20193
OXFORD ASSET MANAGEMENT LLP 330.01%0.02%0.03%Q1 2017Q3 20173
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.00%Q2 2013Q3 20132
PEAK FINANCIAL ADVISORS LLC 220.26%0.27%0.28%Q1 2021Q2 20212
Cambria Investment Management, L.P. 220.25%0.27%0.29%Q3 2016Q4 20162
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
Virtus Fund Advisers, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
MONETARY MANAGEMENT GROUP INC 220.01%0.01%0.01%Q2 2014Q3 20142
Man Group plc 110.01%0.02%0.02%Q3 2018Q1 20192
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.01%Q2 2023Q3 20232
Horizon Investments, LLC 110.00%0.10%0.21%Q2 2022Q3 20232
Sage Advisory Services, Ltd.Co. 221.86%1.91%1.96%Q2 2023Q3 20232
WEXFORD CAPITAL LP 110.11%0.25%0.39%Q3 2017Q1 20212
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
EverSource Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Caprock Group, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
iA Global Asset Management Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
R & A Capital Management, LLC 220.16%0.16%0.17%Q2 2013Q3 20132
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.00%0.01%0.02%Q2 2015Q2 20162
Mariner, LLC 110.00%0.02%0.04%Q4 2013Q3 20232
RAYMOND JAMES TRUST N.A. 220.02%0.02%0.02%Q3 2016Q4 20162
Madden Advisory Services, Inc. 220.02%0.20%0.38%Q2 2013Q3 20132
Cerity Partners LLC 221.26%1.73%2.20%Q1 2017Q2 20172
Allworth Financial LP 110.00%0.00%0.00%Q2 2022Q4 20222
SG3 Management, LLC 110.02%0.11%0.21%Q1 2020Q1 20202
SUNFLOWER BANK, NA WEALTH MANAGEMENT 220.12%0.25%0.37%Q2 2013Q3 20132
SpiderRock Advisors, LLC 110.02%0.14%0.27%Q1 2017Q1 20172
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q2 2015Q2 20162
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q3 20152
CCM INVESTMENT ADVISERS LLC 220.05%0.05%0.05%Q2 2013Q3 20132
CONFLUENCE INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Beaumont Financial Partners, LLC 110.02%0.13%0.24%Q1 2018Q4 20202
Assured Investment Management LLC 220.06%0.06%0.06%Q1 2014Q2 20142
Wilmington Trust, National Association 110.01%0.01%0.01%Q3 2013Q1 20142
Regal Investment Advisors LLC 220.00%0.01%0.01%Q2 2013Q3 20132
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.02%0.03%Q4 2020Q1 20212
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2019Q2 20222
Headlands Technologies LLC 110.03%0.03%0.04%Q1 2023Q3 20232
FDx Advisors, Inc. 220.08%0.10%0.11%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
CIBC WORLD MARKETS CORP 110.48%0.48%0.48%Q3 2015Q3 20152
Connectus Wealth, LLC 220.01%0.03%0.05%Q1 2022Q2 20222
Andromeda Capital LLC 110.38%0.38%0.38%Q1 2014Q1 20142
Idaho Trust Bank 220.65%0.66%0.68%Q2 2023Q3 20232
Gyon Technologies Capital Management, LP 110.29%0.42%0.54%Q3 2020Q1 20212
Pinkerton Retirement Specialists, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
MACKENZIE FINANCIAL CORP 220.05%0.05%0.06%Q4 2018Q1 20192
Mount Lucas Management LP 110.49%0.75%1.00%Q4 2022Q2 20232
Camarda Financial Advisors, LLC 110.00%0.00%0.01%Q2 2013Q4 20172
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
ALLIANCEBERNSTEIN L.P. 220.00%0.00%0.00%Q4 2014Q1 20152
Faithward Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
NORTHWEST INVESTMENT COUNSELORS, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Sowell Financial Services LLC 110.04%0.56%1.07%Q3 2018Q2 20222
WESTERN INVESTMENT LLC 222.46%3.18%3.90%Q2 2013Q3 20132
LEVEL FOUR FINANCIAL, LLC 220.27%0.29%0.30%Q4 2020Q1 20212
PATTEN & PATTEN INC/TN 220.06%0.07%0.07%Q2 2013Q3 20132
Verition Fund Management LLC 110.03%0.03%0.03%Q3 2016Q1 20172
Mascoma Wealth Management LLC 220.00%0.00%0.00%Q2 2017Q3 20172
EVOKE WEALTH, LLC 110.00%0.02%0.03%Q4 2019Q2 20222
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2019Q4 20192
Ancora Advisors LLC 220.00%0.00%0.00%Q3 2020Q4 20202
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
TradeLink Global Equity LLC 220.05%0.19%0.34%Q3 2014Q4 20142
Fort Point Capital Partners LLC 110.04%0.06%0.09%Q2 2022Q4 20222
Blackhawk Capital Partners LLC. 220.23%0.39%0.55%Q4 2017Q1 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Lebenthal Asset Management, LLC 110.02%0.03%0.03%Q3 2016Q1 20172
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Columbus Macro, LLC 110.22%0.28%0.35%Q1 2018Q3 20222
STRATEGIC WEALTH MANAGEMENT INC 113.80%5.05%6.30%Q1 2013Q1 20142
INTEGRATED WEALTH COUNSEL, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Partnervest Advisory Services LLC 220.16%0.16%0.16%Q2 2015Q3 20152
Klingman & Associates, LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Julex Capital Management, LLC 220.01%0.02%0.02%Q2 2019Q3 20192
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2013Q3 20132
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2013Q3 20232
Founders Financial Alliance, LLC 110.00%0.01%0.02%Q3 2020Q2 20222
Knollwood Investment Advisory, LLC 220.74%1.00%1.26%Q1 2023Q2 20232
MANCHESTER FINANCIAL INC 220.01%0.01%0.01%Q4 2020Q1 20212
Cavalier Investments, LLC 221.07%1.10%1.13%Q4 2020Q1 20212
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.01%Q2 2020Q4 20222
Pentwater Capital Management LP 110.02%0.06%0.10%Q4 2022Q3 20232
STOCK YARDS BANK & TRUST CO 220.03%0.03%0.03%Q3 2017Q4 20172
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Candriam S.C.A. 220.15%0.15%0.15%Q4 2014Q1 20152
TUDOR INVESTMENT CORP ET AL 110.02%0.04%0.05%Q4 2021Q3 20222
GREENWOOD CAPITAL ASSOCIATES LLC 110.20%0.32%0.44%Q1 2017Q3 20192
FDO Partners, LLC 111.60%21.08%40.56%Q3 2017Q1 20182
HUSSMAN STRATEGIC ADVISORS, INC. 110.06%0.10%0.15%Q2 2013Q3 20142
Covington Capital Management 220.03%0.04%0.05%Q2 2013Q3 20132
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Coatue Management 220.01%0.01%0.01%Q2 2019Q3 20192
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q1 2014Q2 20162
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2018Q4 20182
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q1 2014Q2 20142
Empowered Funds, LLC 220.27%0.27%0.27%Q4 2020Q1 20212
STRS OHIO 220.01%0.01%0.01%Q4 2016Q1 20172
Van Berkom & Associates Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Motley Fool Wealth Management, LLC 110.75%0.75%0.75%Q4 2018Q4 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2013Q4 20131
Walleye Capital LLC 110.56%0.56%0.56%Q3 2021Q3 20211
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2016Q4 20161
Vollero Beach Capital Partners LLC 111.71%1.71%1.71%Q3 2015Q3 20151
Schonfeld Strategic Advisors LLC 110.09%0.09%0.09%Q2 2020Q2 20201
Danda Trouve Investment Management, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Sense Advisors, Inc. 110.19%0.19%0.19%Q3 2013Q3 20131
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Banco BTG Pactual S.A. 110.18%0.18%0.18%Q2 2022Q2 20221
MARCUARD FAMILY OFFICE LTD 111.54%1.54%1.54%Q3 2014Q3 20141
BAILARD, INC. 110.06%0.06%0.06%Q2 2014Q2 20141
ALLSTATE INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2022Q4 20221
Atria Investments, Inc 110.03%0.03%0.03%Q1 2021Q1 20211
SOUTH TEXAS MONEY MANAGEMENT LTD 110.04%0.04%0.04%Q2 2013Q2 20131
V Wealth Advisors LLC 110.04%0.04%0.04%Q2 2017Q2 20171
CAXTON ASSOCIATES LP 110.02%0.02%0.02%Q3 2013Q3 20131
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Signature Financial Management, Inc. 110.03%0.03%0.03%Q2 2013Q2 20131
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Verity Asset Management, Inc. 110.26%0.26%0.26%Q4 2013Q4 20131
Visionary Asset Management, Inc. 110.23%0.23%0.23%Q3 2013Q3 20131
WASHINGTON TRUST Co 110.00%0.00%0.00%Q4 2020Q4 20201
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
JUNCTURE WEALTH STRATEGIES, LLC 110.80%0.80%0.80%Q4 2014Q4 20141
Trellus Management Company, LLC 110.28%0.28%0.28%Q1 2014Q1 20141
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Fore Research & Management, LP 110.10%0.10%0.10%Q1 2014Q1 20141
Crestline Management, LP 110.04%0.04%0.04%Q2 2020Q2 20201
CPWM, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Stadion Money Management, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
Keel Point, LLC 111.52%1.52%1.52%Q1 2017Q1 20171
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Belpointe Asset Management LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
OLD MISSION CAPITAL, LLC 110.59%0.59%0.59%Q4 2016Q4 20161
MPI INVESTMENT MANAGEMENT, INC. 111.61%1.61%1.61%Q4 2017Q4 20171
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2021Q2 20211
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q3 2021Q3 20211
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
ING GROEP NV 110.00%0.00%0.00%Q1 2013Q1 20131
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
STATE STREET CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 115.20%5.20%5.20%Q4 2016Q4 20161
Financial Management Professionals, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Pinnacle Advisory Group, Inc. 111.30%1.30%1.30%Q4 2019Q4 20191
Global Trust Asset Management, LLC 110.14%0.14%0.14%Q2 2019Q2 20191
Good Harbor Financial, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
VIEWPOINT INVESTMENT PARTNERS CORP 110.01%0.01%0.01%Q4 2018Q4 20181
SMITH CHAS P & ASSOCIATES PA CPAS 110.04%0.04%0.04%Q1 2016Q1 20161
Ameliora Wealth Management Ltd. 110.14%0.14%0.14%Q3 2023Q3 20231
DMC Group, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Camelot Portfolios, LLC 110.15%0.15%0.15%Q2 2018Q2 20181
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
KMS FINANCIAL SERVICES, INC 110.26%0.26%0.26%Q3 2013Q3 20131
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
First PREMIER Bank 110.01%0.01%0.01%Q2 2022Q2 20221
EWG Elevate Inc. 111.43%1.43%1.43%Q1 2022Q1 20221
Community Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Legacy Private Trust Co. 110.03%0.03%0.03%Q2 2017Q2 20171
ROOSEVELT INVESTMENT GROUP LLC 110.04%0.04%0.04%Q3 2013Q3 20131
OLD DOMINION CAPITAL MANAGEMENT INC 112.26%2.26%2.26%Q2 2013Q2 20131
GALAXY CAPITAL TRADING LTD 110.92%0.92%0.92%Q2 2013Q2 20131
Triangle Securities Wealth Management 110.02%0.02%0.02%Q2 2013Q2 20131
Harvest Fund Management Co., Ltd 110.02%0.02%0.02%Q4 2016Q4 20161
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
All Season Financial Advisors, Inc. 110.28%0.28%0.28%Q2 2021Q2 20211
Carnegie Capital Asset Management, LLC 110.34%0.34%0.34%Q2 2013Q2 20131
LEAVELL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q2 2010Q2 20101
Jefferies Group LLC 110.00%0.00%0.00%Q4 2017Q4 20171
SUMIT CAPITAL, LLC 111.08%1.08%1.08%Q3 2014Q3 20141
KINGSWOOD WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
ASSET ADVISORS CORP 110.00%0.00%0.00%Q1 2017Q1 20171
WealthOne, LLC 110.30%0.30%0.30%Q3 2019Q3 20191
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.01%0.01%0.01%Q4 2013Q4 20131
Biltmore Family Office, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
I.G. INVESTMENT MANAGEMENT, LTD. 110.00%0.00%0.00%Q3 2015Q3 20151
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Activest Wealth Management 110.37%0.37%0.37%Q2 2023Q2 20231
Legacy Financial Advisors, Inc. 110.09%0.09%0.09%Q4 2018Q4 20181
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
Numeric Investors LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Alpine Partners USVI, LLC 110.96%0.96%0.96%Q3 2013Q3 20131
Balentine LLC 110.00%0.00%0.00%Q2 2015Q2 20151
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.23%0.23%0.23%Q2 2014Q2 20141
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q3 2018Q3 20181
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
WRAPMANAGER INC 110.25%0.25%0.25%Q3 2013Q3 20131
Cobble Hill Financial Services, INC 110.54%0.54%0.54%Q1 2013Q1 20131
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
COLUMBIA CAPITAL LLC 114.24%4.24%4.24%Q2 2013Q2 20131
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q4 2014Q4 20141
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Walkner Condon Financial Advisors LLC 110.17%0.17%0.17%Q3 2020Q3 20201
Beaumont Capital Management, LLC 110.63%0.63%0.63%Q4 2020Q4 20201
Duquesne Family Office 111.16%1.16%1.16%Q1 2014Q1 20141
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2013Q4 20131
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
First Heartland Consultants, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2013Q2 20131
Sonoma Private Wealth LLC 110.59%0.59%0.59%Q4 2022Q4 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2014Q3 20141
MAI Capital Management 110.02%0.02%0.02%Q4 2014Q4 20141
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Caption Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
ACUTA CAPITAL PARTNERS, LLC 110.52%0.52%0.52%Q3 2015Q3 20151
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
ALPS ADVISORS INC 110.00%0.00%0.00%Q1 2014Q1 20141
Y-Intercept (Hong Kong) Ltd 110.05%0.05%0.05%Q1 2022Q1 20221
OAK HARBOR WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Transform Wealth, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
AlphaCentric Advisors LLC 110.29%0.29%0.29%Q2 2023Q2 20231
PEAPACK GLADSTONE FINANCIAL CORP 110.02%0.02%0.02%Q2 2013Q2 20131
SIMMONS FIRST TRUST CO NA 110.02%0.02%0.02%Q4 2015Q4 20151
Industrial Alliance Investment Management Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Tyler-Stone Wealth Management 110.01%0.01%0.01%Q4 2021Q4 20211
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Orion Capital Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Simmons Bank 110.02%0.02%0.02%Q1 2016Q1 20161
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.03%0.03%0.03%Q2 2013Q2 20131
PFS INVESTMENTS INC. 110.10%0.10%0.10%Q2 2023Q2 20231
DC Investments Management, LLC 110.51%0.51%0.51%Q3 2023Q3 20231
External links

This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.