Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 38 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
LPL Financial LLC | 30 | 1 | 0.00% | 0.01% | 0.38% | Q2 2013 | Q3 2023 | 40 |
Wharton Business Group, LLC | 29 | 8 | 0.60% | 2.49% | 4.21% | Q2 2014 | Q3 2023 | 37 |
CITIGROUP INC | 32 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 36 |
UBS Group AG | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 7 | 2 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 33 |
FLOW TRADERS U.S. LLC | 7 | 2 | 0.00% | 0.26% | 1.31% | Q2 2013 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.07% | 0.11% | 0.21% | Q4 2015 | Q3 2023 | 32 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 23 | 2 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 22 | 10 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2022 | 32 |
WHITTIER TRUST CO | 28 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 29 |
Diversified Trust Co | 28 | 28 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q4 2023 | 28 |
Blue Fin Capital, Inc. | 26 | 26 | 0.30% | 0.69% | 1.75% | Q2 2017 | Q3 2023 | 26 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 26 | 26 | 0.01% | 0.47% | 0.81% | Q2 2017 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 26 |
Kalos Management, Inc. | 25 | 1 | 0.01% | 0.42% | 0.85% | Q4 2015 | Q1 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Mirae Asset Global Investments Co., Ltd. | 11 | 1 | 0.00% | 0.03% | 0.22% | Q4 2014 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 7 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 24 |
Itau Unibanco Holding S.A. | 10 | 2 | 0.02% | 0.12% | 0.37% | Q3 2016 | Q2 2023 | 23 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.12% | 0.37% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 20 |
CIBC WORLD MARKET INC. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 13 | 2 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q2 2023 | 19 |
BROWN ADVISORY INC | 15 | 4 | 0.00% | 0.00% | 0.04% | Q1 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2022 | 19 |
Fisher Asset Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 19 |
Sandy Spring Bank | 10 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Edge Capital Group, LLC | 13 | 1 | 0.02% | 0.14% | 0.29% | Q4 2018 | Q2 2023 | 17 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.01% | 0.29% | 0.90% | Q2 2015 | Q3 2023 | 17 |
FDx Advisors, Inc. | 15 | 2 | 0.01% | 0.21% | 0.38% | Q2 2017 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 15 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Tolleson Wealth Management, Inc. | 15 | 1 | 0.52% | 4.68% | 6.73% | Q4 2018 | Q3 2023 | 16 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Sage Advisory Services, Ltd.Co. | 15 | 15 | 1.92% | 4.35% | 7.24% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Paradigm Financial Partners, LLC | 14 | 14 | 0.06% | 0.20% | 0.37% | Q4 2018 | Q1 2022 | 14 |
BANQUE PICTET & CIE SA | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2022 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.10% | 0.37% | 0.63% | Q1 2020 | Q2 2023 | 14 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2023 | 14 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
Gemmer Asset Management LLC | 13 | 13 | 0.01% | 0.18% | 1.02% | Q2 2014 | Q2 2017 | 13 |
Virtu KCG Holdings LLC | 9 | 4 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q2 2017 | 13 |
FRANKLIN RESOURCES INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 13 |
SCOTIA CAPITAL INC. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 13 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 10 | 2 | 0.00% | 0.11% | 0.62% | Q2 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q1 2022 | 11 |
Banque Cantonale Vaudoise | 7 | 4 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Kore Private Wealth LLC | 8 | 1 | 0.01% | 0.09% | 0.23% | Q4 2018 | Q3 2022 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.07% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Smithfield Trust Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MAI Capital Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Summit Trail Advisors, LLC | 11 | 11 | 0.16% | 0.50% | 0.64% | Q1 2021 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
ACG Wealth | 9 | 1 | 0.00% | 0.23% | 0.52% | Q3 2016 | Q2 2022 | 10 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 10 |
Destination Wealth Management | 10 | 10 | 0.62% | 0.82% | 0.94% | Q2 2013 | Q3 2015 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cerity Partners LLC | 9 | 9 | 0.14% | 0.19% | 0.24% | Q3 2017 | Q3 2019 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Providence Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Capital Investment Advisory Services, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 9 |
Capital Advisory Group Advisory Services, LLC | 8 | 1 | 0.00% | 0.05% | 0.37% | Q4 2019 | Q1 2022 | 9 |
Kestra Advisory Services, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
RETIREMENT INCOME SOLUTIONS, INC | 6 | 3 | 0.07% | 0.24% | 0.45% | Q4 2020 | Q3 2023 | 9 |
KCS Wealth Advisory | 4 | 4 | 0.14% | 0.19% | 0.25% | Q4 2017 | Q4 2019 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.22% | 0.36% | 0.72% | Q4 2020 | Q3 2023 | 8 |
Keel Point, LLC | 4 | 2 | 0.04% | 0.16% | 0.37% | Q2 2018 | Q2 2021 | 8 |
CAHILL FINANCIAL ADVISORS INC | 8 | 8 | 0.06% | 0.11% | 0.16% | Q4 2019 | Q3 2021 | 8 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Burt Wealth Advisors | 8 | 8 | 0.21% | 0.51% | 1.35% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Bridge Advisory, LLC | 8 | 8 | 0.11% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Glovista Investments LLC | 7 | 1 | 0.04% | 0.23% | 1.36% | Q2 2013 | Q2 2021 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.07% | 3.86% | 6.92% | Q3 2017 | Q2 2019 | 8 |
Kohmann Bosshard Financial Services, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q4 2021 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Austin Private Wealth, LLC | 7 | 7 | 0.18% | 0.24% | 0.33% | Q4 2021 | Q2 2023 | 7 |
WEBSTER BANK, N. A. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Bellecapital International Ltd. | 7 | 7 | 0.20% | 0.24% | 0.29% | Q4 2021 | Q2 2023 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 7 |
Curi Wealth Management, LLC | 7 | 7 | 0.17% | 0.35% | 0.49% | Q4 2020 | Q2 2022 | 7 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Nicholas Hoffman & Company, LLC. | 6 | 1 | 0.01% | 0.24% | 0.52% | Q4 2021 | Q3 2023 | 7 |
MSI Financial Services Inc | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 7 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Ancora Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Continuum Advisory, LLC | 4 | 2 | 0.09% | 0.11% | 0.14% | Q3 2019 | Q1 2022 | 6 |
Addison Advisors LLC | 4 | 1 | 0.04% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 6 |
Amundi | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 6 |
Summit X, LLC | 4 | 1 | 0.00% | 0.09% | 0.12% | Q1 2019 | Q3 2020 | 5 |
Geneos Wealth Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
Oak Grove Capital LLC | 5 | 5 | 0.09% | 0.21% | 0.33% | Q1 2021 | Q1 2022 | 5 |
BARINGS LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2019 | 5 |
AMERIPRISE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 0.04% | 0.10% | 0.21% | Q4 2014 | Q4 2015 | 5 |
BARING ASSET MANAGEMENT Ltd | 5 | 5 | 0.02% | 0.09% | 0.14% | Q3 2016 | Q3 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Ballentine Partners, LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q4 2019 | 5 |
DRW Securities, LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q2 2022 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Brown Advisory Securities, LLC | 5 | 5 | 0.14% | 0.18% | 0.25% | Q1 2019 | Q1 2020 | 5 |
Upper Left Wealth Management, LLC | 4 | 1 | 0.24% | 0.36% | 0.43% | Q2 2022 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Sharper & Granite LLC | 4 | 4 | 0.14% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 4 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2021 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.08% | 0.16% | 0.19% | Q4 2021 | Q3 2022 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.09% | 0.19% | 0.26% | Q2 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.02% | 0.09% | 0.17% | Q4 2020 | Q1 2023 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 2.92% | 3.56% | 5.25% | Q1 2019 | Q4 2020 | 4 |
Meiji Yasuda Life Insurance Co | 4 | 4 | 0.20% | 0.64% | 0.89% | Q3 2019 | Q2 2020 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Renaissance Technologies | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Guidance Point Advisors, LLC | 4 | 4 | 0.07% | 0.22% | 0.32% | Q1 2021 | Q4 2021 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.18% | 0.28% | 0.31% | Q1 2021 | Q4 2021 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Great Diamond Partners, LLC | 3 | 3 | 2.08% | 2.16% | 2.25% | Q4 2020 | Q2 2021 | 3 |
Arlington Financial Advisors, LLC | 2 | 1 | 0.13% | 0.39% | 0.76% | Q4 2018 | Q4 2021 | 3 |
MARVIN & PALMER ASSOCIATES INC | 2 | 1 | 1.47% | 2.20% | 2.76% | Q1 2015 | Q4 2015 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.20% | 0.24% | 0.27% | Q3 2021 | Q1 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q3 2017 | Q1 2018 | 3 |
Global Retirement Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Independent Order of Foresters | 3 | 3 | 0.71% | 0.90% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 3 |
MACQUARIE GROUP LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Altus Wealth Management, LLC | 3 | 3 | 5.46% | 5.74% | 5.91% | Q1 2021 | Q3 2021 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Frontier Asset Management, LLC | 2 | 1 | 0.06% | 2.63% | 6.14% | Q4 2021 | Q3 2022 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
ERn Financial, LLC | 3 | 3 | 0.40% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IFG Advisory, LLC | 2 | 1 | 1.00% | 1.07% | 1.17% | Q3 2018 | Q2 2019 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Hudson Value Partners, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q1 2023 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Berkeley Capital Partners, LLC | 2 | 2 | 3.85% | 3.90% | 3.96% | Q1 2021 | Q2 2021 | 2 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 2 |
Round Rock Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.68% | 0.70% | 0.72% | Q1 2023 | Q2 2023 | 2 |
LWM Advisory Services, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q4 2021 | Q1 2022 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q3 2017 | 2 |
XPONANCE, INC. | 2 | 2 | 3.25% | 3.25% | 3.26% | Q1 2018 | Q2 2018 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 2 |
Cardan Capital Partners, LLC | 1 | 1 | 0.03% | 0.13% | 0.23% | Q1 2020 | Q1 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ACAS, LLC | 2 | 2 | 0.40% | 0.44% | 0.48% | Q1 2021 | Q2 2021 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 0.57% | 0.59% | 0.61% | Q1 2021 | Q2 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.08% | 0.23% | 0.37% | Q4 2016 | Q4 2020 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Signify Wealth | 1 | 1 | 10.03% | 10.03% | 10.03% | Q1 2021 | Q1 2021 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2021 | Q3 2021 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2021 | Q1 2021 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
GFG Capital, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q2 2023 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FINANCIAL CONSULATE, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ALLSTATE CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Infini Capital Management Ltd | 1 | 1 | 2.51% | 2.51% | 2.51% | Q1 2021 | Q1 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 2.41% | 2.41% | 2.41% | Q3 2019 | Q3 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2017 | Q1 2017 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SOL Capital Management CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Infini Master Fund | 1 | 1 | 2.51% | 2.51% | 2.51% | Q1 2021 | Q1 2021 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.