ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 39390.00%0.00%0.00%Q4 2014Q2 202439
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
ROYAL BANK OF CANADA 39390.00%0.00%0.00%Q4 2014Q2 202439
BANK OF AMERICA CORP /DE/ 39390.00%0.00%0.00%Q4 2014Q2 202439
JANE STREET GROUP, LLC 1410.00%0.01%0.02%Q4 2014Q2 202432
AMERIPRISE FINANCIAL INC 1010.00%0.00%0.00%Q2 2013Q2 202430
BANK OF MONTREAL /CAN/ 2190.00%0.00%0.00%Q1 2015Q2 202430
ENVESTNET ASSET MANAGEMENT INC 1730.00%0.00%0.00%Q2 2015Q2 202430
OPPENHEIMER ASSET MANAGEMENT INC. 30300.02%0.03%0.04%Q1 2017Q2 202430
WELLS FARGO & COMPANY/MN 28280.00%0.00%0.01%Q3 2017Q2 202428
Raymond James Financial Services Advisors, Inc. 1910.00%0.01%0.04%Q3 2015Q2 202427
StrategIQ Financial Group, LLC 25250.06%0.33%0.98%Q4 2017Q4 202325
LPL Financial LLC 1530.00%0.00%0.01%Q4 2015Q2 202425
RAYMOND JAMES & ASSOCIATES 1770.00%0.00%0.00%Q4 2016Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.02%0.14%Q3 2018Q2 202424
PNC FINANCIAL SERVICES GROUP, INC. 1750.00%0.00%0.00%Q2 2016Q2 202422
NewEdge Advisors, LLC 1210.00%0.02%0.06%Q4 2016Q2 202422
MACKENZIE FINANCIAL CORP 1920.00%0.01%0.03%Q1 2019Q2 202421
CITIGROUP INC 1740.00%0.00%0.01%Q4 2014Q2 202421
UBP Investment Advisors SA 20200.10%0.56%1.14%Q4 2017Q3 202220
Phoenix Holdings Ltd. 20200.02%0.04%0.08%Q3 2019Q2 202420
Migdal Insurance & Financial Holdings Ltd. 1910.00%0.00%0.01%Q3 2017Q2 202420
CIBC Asset Management Inc 19190.02%0.09%0.15%Q4 2019Q2 202419
Dynamic Advisor Solutions LLC 19190.01%0.05%0.08%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Bank Julius Baer & Co. Ltd, Zurich 18180.01%0.13%0.55%Q1 2020Q2 202418
AdvisorNet Financial, Inc 1170.01%0.38%0.76%Q4 2017Q3 202318
1832 Asset Management L.P. 18180.00%0.00%0.00%Q1 2017Q2 202118
OSAIC HOLDINGS, INC. 18180.00%0.00%0.01%Q1 2020Q2 202418
SCOTIA CAPITAL INC. 1340.02%0.04%0.04%Q1 2015Q2 202417
Princeton Global Asset Management LLC 17170.00%0.00%0.00%Q2 2020Q2 202417
Cambridge Investment Research Advisors, Inc. 17170.00%0.00%0.01%Q4 2017Q4 202117
PRUDENTIAL FINANCIAL INC 1150.00%0.00%0.00%Q1 2020Q1 202416
New Century Advisors, LLC 930.10%0.80%2.91%Q4 2013Q3 202216
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q2 2020Q1 202416
Banco Santander, S.A. 16160.01%0.01%0.02%Q3 2020Q2 202416
BARINGS LLC 15150.09%0.44%1.10%Q4 2020Q2 202415
Advisor Group, Inc. 15150.00%0.00%0.02%Q2 2016Q4 201915
DEUTSCHE BANK AG\ 820.00%0.00%0.00%Q1 2018Q1 202415
Lattice Strategies LLC 14140.15%0.22%0.40%Q4 2014Q1 201814
JPMORGAN CHASE & CO 910.00%0.00%0.00%Q4 2016Q2 202414
FLOW TRADERS U.S. LLC 410.02%0.15%0.54%Q4 2018Q4 202313
OPPENHEIMER & CO INC 13130.01%0.02%0.03%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
CAPITAL WEALTH MANAGEMENT, LLC 13130.10%0.46%1.04%Q2 2021Q2 202413
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2015Q2 202412
BANK OF NOVA SCOTIA 12120.00%0.00%0.00%Q1 2018Q4 202012
Bellecapital International Ltd. 12120.35%0.58%0.89%Q3 2019Q2 202212
LADENBURG THALMANN FINANCIAL SERVICES INC. 750.00%0.01%0.04%Q1 2015Q4 201912
Versant Capital Management, Inc 12120.00%0.01%0.01%Q3 2021Q2 202412
LOOMIS SAYLES & CO L P 11110.00%0.01%0.01%Q4 2021Q2 202411
COMMONWEALTH EQUITY SERVICES, LLC 910.00%0.00%0.01%Q1 2021Q2 202411
Activest Wealth Management 610.05%0.24%0.37%Q1 2021Q2 202411
AE Wealth Management LLC 11110.00%0.02%0.03%Q2 2019Q4 202111
Allie Family Office LLC 11110.36%0.56%0.72%Q4 2021Q2 202411
Ameritas Advisory Services, LLC 640.05%0.11%0.16%Q4 2021Q2 202410
NEXT Financial Group, Inc 640.00%0.00%0.01%Q2 2019Q4 202110
Pacifica Partners Inc. 10100.00%0.00%0.00%Q1 2020Q2 202210
GUGGENHEIM CAPITAL LLC 10100.00%0.00%0.01%Q3 2021Q4 202310
COLONY GROUP LLC 640.01%0.02%0.04%Q3 2017Q3 202210
Partnervest Advisory Services LLC 10100.48%0.74%0.90%Q4 2015Q1 201810
Sage Advisory Services, Ltd.Co. 990.39%0.61%0.89%Q2 2020Q2 20229
CENTAURUS FINANCIAL, INC. 990.01%0.02%0.02%Q1 2022Q1 20249
Virtu KCG Holdings LLC 810.01%0.01%0.01%Q4 2014Q2 20179
Allworth Financial LP 990.00%0.00%0.00%Q2 2022Q2 20249
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q4 2019Q4 20219
STIFEL FINANCIAL CORP 990.00%0.00%0.00%Q1 2017Q1 20199
FMR LLC 410.00%0.00%0.00%Q3 2019Q2 20238
ACT WEALTH MANAGEMENT, LLC 888.06%8.87%10.51%Q3 2022Q2 20248
Tower Research Capital LLC (TRC) 880.00%0.00%0.00%Q4 2014Q3 20168
Ameliora Wealth Management Ltd. 880.02%0.05%0.13%Q3 2022Q2 20248
Spire Wealth Management 880.00%0.00%0.00%Q1 2021Q4 20228
Citadel Advisors 610.00%0.00%0.00%Q4 2016Q4 20208
Advisors Asset Management, Inc. 880.00%0.00%0.00%Q3 2022Q2 20248
Capital Asset Advisory Services LLC 880.01%0.02%0.02%Q4 2019Q3 20218
Itau Unibanco Holding S.A. 880.04%0.24%0.66%Q4 2021Q3 20238
LEO BROKERAGE, LLC 420.43%0.66%0.87%Q4 2020Q2 20238
Krilogy Financial LLC 880.04%0.24%0.30%Q2 2021Q1 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q3 2016Q2 20188
Systelligence, LLC 620.35%1.35%3.07%Q1 2020Q2 20238
Carroll Financial Associates, Inc. 440.01%0.03%0.08%Q1 2019Q4 20218
Bulltick Wealth Management, LLC 770.08%0.24%0.34%Q4 2022Q2 20247
Creative Planning 770.00%0.00%0.00%Q1 2021Q3 20227
MSI Financial Services Inc 770.00%0.00%0.01%Q2 2015Q4 20167
ARKANSAS FINANCIAL GROUP, INC. 770.05%0.05%0.05%Q4 2022Q2 20247
FIRST CITIZENS BANK & TRUST CO 520.03%0.05%0.09%Q4 2016Q4 20187
OneDigital Investment Advisors LLC 770.01%0.02%0.04%Q2 2020Q4 20217
PANAGORA ASSET MANAGEMENT INC 770.00%0.00%0.00%Q2 2013Q4 20147
MinichMacGregor Wealth Management, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
David Kennon Inc 661.32%1.36%1.39%Q1 2023Q2 20246
Integrated Wealth Concepts LLC 660.00%0.01%0.01%Q1 2023Q2 20246
Neuberger Berman Group LLC 510.00%0.00%0.00%Q4 2014Q2 20196
EATON VANCE MANAGEMENT 660.00%0.02%0.03%Q4 2020Q1 20226
BlackRock Finance, Inc. 510.00%0.00%0.00%Q1 2022Q2 20246
IRON Financial LLC 661.29%2.45%3.23%Q4 2019Q1 20216
Ameritas Investment Company, LLC 310.00%0.02%0.05%Q1 2019Q3 20216
Tarbox Family Office, Inc. 660.01%0.02%0.02%Q3 2017Q4 20186
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.00%Q2 2018Q1 20226
Columbus Macro, LLC 550.20%0.21%0.21%Q2 2023Q2 20245
Sowa Financial Group, Inc. 550.10%0.11%0.12%Q4 2019Q4 20205
Arkadios Wealth Advisors 550.36%0.45%0.59%Q4 2020Q4 20215
BEAM WEALTH ADVISORS, INC. 550.37%0.46%0.53%Q1 2020Q1 20215
Pinnacle Summer Investments, Inc. 550.00%0.00%0.00%Q4 2014Q4 20155
MEITAV INVESTMENT HOUSE LTD 410.00%0.00%0.01%Q2 2021Q2 20235
ShoreHaven Wealth Partners, LLC 550.75%1.16%1.52%Q1 2021Q1 20225
LVZ, Inc. 410.07%0.12%0.14%Q1 2016Q2 20175
MML INVESTORS SERVICES, LLC 410.00%0.00%0.00%Q2 2021Q4 20235
RWA WEALTH PARTNERS, LLC 550.02%0.03%0.04%Q2 2023Q2 20245
KCS Wealth Advisory 550.30%0.47%0.63%Q3 2022Q3 20235
Certified Advisory Corp 310.01%0.01%0.01%Q4 2019Q1 20214
HSBC HOLDINGS PLC 440.00%0.00%0.00%Q1 2023Q4 20234
Accuvest Global Advisors 440.10%0.11%0.11%Q4 2017Q3 20184
PRUDENTIAL PLC 440.01%0.01%0.01%Q3 2023Q2 20244
Darwin Wealth Management, LLC 440.52%0.67%1.01%Q1 2021Q4 20214
Harel Insurance Investments & Financial Services Ltd. 220.00%0.00%0.00%Q4 2022Q4 20234
ADVISOR PARTNERS LLC 310.02%0.03%0.03%Q1 2021Q1 20224
Aperture Investors, LLC 440.76%1.37%2.17%Q4 2019Q3 20204
Geneos Wealth Management Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Virtu Financial LLC 440.01%0.04%0.10%Q3 2017Q2 20184
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.02%0.03%Q1 2022Q4 20224
HOWARD WEALTH MANAGEMENT, LLC 210.00%0.17%0.25%Q4 2019Q3 20224
Cetera Investment Advisers 440.00%0.00%0.00%Q2 2023Q1 20244
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.01%Q3 2020Q4 20214
Continuum Advisory, LLC 220.00%0.11%0.21%Q4 2018Q2 20244
LFA - Lugano Financial Advisors SA 330.16%0.17%0.21%Q2 2018Q4 20183
CALTON & ASSOCIATES, INC. 330.07%0.10%0.12%Q1 2018Q3 20183
Leo Wealth, LLC 330.67%0.71%0.75%Q4 2023Q2 20243
Atria Investments, Inc 330.04%0.05%0.08%Q1 2021Q3 20213
PRINCIPAL SECURITIES, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
AMERICAN FINANCIAL & TAX STRATEGIES INC 330.47%0.48%0.50%Q4 2023Q2 20243
OLD MISSION CAPITAL LLC 210.01%0.03%0.08%Q3 2023Q2 20243
Alpha Financial Advisors, LLC 336.55%6.59%6.64%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2021Q4 20223
Selective Wealth Management, Inc. 330.17%0.18%0.19%Q1 2022Q3 20223
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Biondo Investment Advisors, LLC 330.06%0.09%0.12%Q3 2017Q1 20183
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
NorthStar Asset Management LLC /NJ/ 331.54%1.61%1.71%Q4 2023Q2 20243
Semmax Financial Advisors Inc. 330.00%0.02%0.05%Q4 2018Q2 20193
Stone House Investment Management, LLC 330.30%0.32%0.34%Q3 2018Q1 20193
EP Wealth Advisors, LLC 330.04%0.15%0.26%Q2 2017Q4 20173
Farrell Financial LLC 330.47%0.51%0.54%Q4 2023Q2 20243
IVC Wealth Advisors LLC 330.22%0.24%0.25%Q2 2021Q4 20213
WESPAC Advisors, LLC 330.91%1.12%1.34%Q2 2017Q4 20173
DORVAL Corp 334.29%4.32%4.36%Q4 2023Q2 20243
Elevated Capital Advisors, LLC 110.81%0.86%0.90%Q1 2021Q1 20223
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q3 20183
Main Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
D. E. Shaw & Co., Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q3 2018Q1 20222
Waverly Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Merriman Wealth Management, LLC 220.07%0.07%0.08%Q2 2022Q3 20222
GeoWealth Management, LLC 220.07%0.07%0.07%Q3 2021Q4 20212
Blue Trust, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
PineBridge Investments, L.P. 220.00%0.00%0.00%Q1 2015Q2 20152
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q1 2024Q2 20242
LeJeune Puetz Investment Counsel LLC 220.62%0.64%0.65%Q4 2022Q1 20232
Beacon Pointe Advisors, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
East Coast Asset Management, LLC. 220.01%0.01%0.01%Q1 2013Q2 20132
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q1 2024Q2 20242
PROVENCE WEALTH MANAGEMENT GROUP 220.00%0.00%0.00%Q3 2023Q4 20232
Family Asset Management, LLC 220.00%0.01%0.01%Q4 2023Q1 20242
SG Americas Securities, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
THORNBURG INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q2 2021Q3 20212
Psagot Value Holdings Ltd. / (Israel) 220.00%0.13%0.26%Q1 2024Q2 20242
Delek Group, Ltd. 220.03%0.04%0.04%Q1 2019Q2 20192
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2019Q2 20202
PATHSTONE FAMILY OFFICE, LLC 220.01%0.02%0.03%Q2 2022Q3 20222
Anfield Capital Management, LLC 110.13%0.22%0.32%Q1 2021Q3 20212
HL FINANCIAL SERVICES LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Advisory Alpha, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2022Q1 20221
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Key FInancial Inc 110.02%0.02%0.02%Q1 2020Q1 20201
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Sowell Financial Services LLC 110.04%0.04%0.04%Q4 2016Q4 20161
Tactive Advisors, LLC 110.59%0.59%0.59%Q1 2024Q1 20241
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Crosspoint Capital Strategies, LLC 110.07%0.07%0.07%Q3 2015Q3 20151
Oasis Management Co Ltd. 112.89%2.89%2.89%Q3 2019Q3 20191
Tennessee Valley Asset Management Partners 110.08%0.08%0.08%Q2 2022Q2 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Redhawk Wealth Advisors, Inc. 111.10%1.10%1.10%Q4 2018Q4 20181
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2021Q4 20211
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Realta Investment Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
FINANCIAL CONSULATE, INC 110.44%0.44%0.44%Q4 2021Q4 20211
LS Investment Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Gradient Investments LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q1 2017Q1 20171
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2021Q3 20211
WBI INVESTMENTS, LLC 110.12%0.12%0.12%Q4 2016Q4 20161
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
&PARTNERS 110.01%0.01%0.01%Q2 2024Q2 20241
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Baird Financial Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Koshinski Asset Management, Inc. 110.14%0.14%0.14%Q1 2021Q1 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
CITY NATIONAL BANK 110.00%0.00%0.00%Q2 2014Q2 20141
Avior Wealth Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2021Q3 20211
External links

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