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%0.05%Q2 2013Q3 2023110
BARCLAYS PLC 42420.00%0.01%0.08%Q2 2013Q3 2023102
Citadel Advisors 3310.00%0.00%0.02%Q3 2014Q3 202380
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202379
Cutler Group LLC / CA 32320.00%0.01%0.22%Q4 2015Q3 202373
HAP Trading, LLC 1810.00%0.18%2.32%Q2 2013Q3 202368
ROYAL BANK OF CANADA 42420.00%0.02%0.10%Q2 2013Q3 202363
UBS Group AG 36360.00%0.01%0.05%Q4 2014Q3 202358
HSBC HOLDINGS PLC 47470.00%0.02%0.10%Q1 2012Q3 202356
JANE STREET GROUP, LLC 1710.00%0.02%0.23%Q1 2014Q3 202356
HUNTINGTON NATIONAL BANK 20170.00%0.00%0.01%Q1 2009Q3 202355
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.08%Q2 2013Q3 202354
CITIGROUP INC 42420.00%0.02%0.14%Q2 2013Q3 202353
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.05%Q3 2013Q3 202251
CREDIT SUISSE AG/ 43430.00%0.01%0.04%Q1 2013Q3 202349
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202346
BANK OF NOVA SCOTIA 1720.00%0.11%0.96%Q1 2013Q1 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.03%0.26%Q4 2012Q3 202344
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202343
COMMERCE BANK 28140.00%0.04%0.24%Q1 2013Q3 202342
Palisades Hudson Asset Management, L.P. 42420.29%0.77%1.61%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.05%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.02%0.09%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.00%0.02%0.08%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.06%0.32%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.22%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.03%0.07%0.14%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.03%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.17%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.06%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.17%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.01%0.05%0.13%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.05%0.10%Q2 2013Q3 202342
Karpus Management, Inc. 42420.28%0.71%1.55%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.01%0.05%0.12%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.08%0.32%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.04%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.04%0.10%0.24%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.02%0.15%Q2 2013Q3 202342
ALBION FINANCIAL GROUP /UT 31100.12%0.16%0.26%Q2 2013Q3 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 25160.00%0.00%0.00%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 31100.01%0.02%0.06%Q2 2013Q3 202341
ASSETMARK, INC 41410.18%0.48%1.52%Q3 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 31100.00%0.01%0.05%Q2 2013Q3 202341
FMR LLC 3290.00%0.00%0.00%Q2 2013Q3 202341
Asset Management Group, Inc. 27140.06%0.20%0.65%Q2 2013Q3 202341
STATE STREET CORP 40400.00%0.00%0.01%Q2 2013Q1 202340
PRIVATE TRUST CO NA 40400.05%0.27%0.50%Q4 2013Q3 202340
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.02%0.05%Q2 2013Q4 202239
VIRGINIA RETIREMENT SYSTEMS ET AL 2440.01%0.04%0.09%Q2 2013Q2 202339
TCI Wealth Advisors, Inc. 3710.00%0.01%0.08%Q4 2012Q3 202238
Covington Capital Management 38380.00%0.07%0.37%Q2 2013Q3 202238
Daiwa Securities Group Inc. 26120.00%0.00%0.01%Q2 2013Q3 202338
Global Endowment Management, LP 22160.08%0.13%0.25%Q2 2013Q3 202338
Mirae Asset Global Investments Co., Ltd. 38380.01%0.18%0.59%Q2 2014Q3 202338
TORONTO DOMINION BANK 1760.00%0.00%0.06%Q2 2013Q3 202337
Stelac Advisory Services LLC 22150.47%1.07%2.75%Q2 2014Q3 202337
US BANCORP \DE\ 27100.00%0.00%0.01%Q2 2013Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.00%0.10%0.33%Q2 2013Q2 202237
MASSMUTUAL TRUST CO FSB/ADV 2920.00%0.07%0.12%Q2 2014Q4 202337
Tower Research Capital LLC (TRC) 1120.00%0.01%0.08%Q2 2013Q3 202337
MILLENNIUM MANAGEMENT LLC 1210.00%0.01%0.03%Q2 2014Q3 202337
SG Americas Securities, LLC 1520.00%0.06%0.27%Q2 2013Q3 202336
Community Bank, N.A. 36360.02%0.13%0.52%Q4 2014Q3 202336
Family Firm, Inc. 36360.27%0.41%0.53%Q4 2014Q3 202336
1832 Asset Management L.P. 36360.00%0.00%0.01%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 26100.00%0.00%0.01%Q2 2013Q3 202336
RiverFront Investment Group, LLC 21150.01%0.83%2.96%Q4 2008Q4 201936
Candriam S.C.A. 36360.02%0.08%0.17%Q4 2014Q3 202336
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3410.08%1.01%2.01%Q4 2014Q3 202335
Curbstone Financial Management Corp 1410.10%0.41%1.88%Q1 2014Q4 202335
State of Tennessee, Treasury Department 35350.02%0.08%0.32%Q1 2015Q3 202335
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1210.00%0.04%0.19%Q2 2013Q3 202334
STIFEL FINANCIAL CORP 2710.00%0.00%0.02%Q1 2014Q3 202334
Brinker Capital Investments, LLC 2810.00%0.16%0.58%Q2 2013Q1 202233
Bank of New York Mellon Corp 1410.00%0.00%0.00%Q2 2013Q3 202333
Ifrah Financial Services, Inc. 1660.09%0.20%0.26%Q3 2013Q3 202332
Raymond James Financial Services Advisors, Inc. 1910.00%0.00%0.01%Q2 2013Q3 202332
TOCQUEVILLE ASSET MANAGEMENT L.P. 2110.01%0.01%0.01%Q2 2013Q1 202232
SCOTIA CAPITAL INC. 31310.01%0.02%0.02%Q1 2016Q3 202331
WOLVERINE TRADING, LLC 310.00%0.00%0.02%Q2 2016Q1 202331
Main Management LLC 20110.00%0.27%0.45%Q2 2015Q3 202331
CIBC Asset Management Inc 31310.00%0.02%0.03%Q2 2013Q4 202031
CIBC WORLD MARKET INC. 1910.00%0.16%2.32%Q3 2014Q3 202331
Legal & General Group Plc 3010.00%0.00%0.01%Q4 2014Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
First Allied Advisory Services, Inc. 30300.01%0.09%0.35%Q2 2013Q3 202030
JNBA Financial Advisors 2030.00%0.00%0.01%Q4 2015Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 610.00%0.00%0.00%Q2 2013Q3 202330
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.01%0.02%0.05%Q3 2013Q4 202030
Focused Wealth Management, Inc 30300.00%0.01%0.04%Q3 2013Q4 202030
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2810.02%0.13%0.59%Q4 2015Q3 202330
DEUTSCHE BANK AG\ 2460.00%0.00%0.01%Q3 2013Q3 202330
CWM, LLC 1660.00%0.02%0.51%Q4 2015Q3 202330
NORTHERN TRUST CORP 2610.00%0.00%0.00%Q2 2013Q2 202129
PRUDENTIAL FINANCIAL INC 1210.00%0.01%0.09%Q2 2013Q3 202229
FIL Ltd 2810.00%0.00%0.05%Q2 2015Q3 202329
Catalyst Capital Advisors LLC 29290.25%0.44%0.53%Q3 2016Q3 202329
Advisory Services Network, LLC 1310.00%0.01%0.03%Q4 2013Q3 202328
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1730.00%0.02%0.09%Q2 2013Q4 202228
GOULD ASSET MANAGEMENT LLC /CA/ 2260.10%0.22%0.55%Q2 2013Q3 202328
EVERGREEN CAPITAL MANAGEMENT LLC 2620.04%0.12%0.21%Q3 2016Q3 202328
JOHN G ULLMAN & ASSOCIATES INC 28280.37%0.57%0.78%Q2 2013Q1 202028
GenTrust, LLC 28281.21%1.81%2.39%Q4 2016Q3 202328
TD ASSET MANAGEMENT INC 28280.00%0.00%0.00%Q2 2013Q1 202028
Banco Santander, S.A. 28280.01%0.01%0.04%Q4 2016Q3 202328
Employees Retirement System of Texas 1360.00%0.02%0.07%Q1 2014Q2 202128
Millburn Ridgefield Corp 28280.50%0.60%0.64%Q4 2016Q3 202328
Walleye Trading LLC 1110.00%0.00%0.01%Q2 2013Q4 202228
GLENMEDE TRUST CO NA 2040.00%0.00%0.00%Q2 2013Q1 202128
Asset Management One Co., Ltd. 28280.10%0.21%0.29%Q4 2016Q3 202328
Geneos Wealth Management Inc. 28280.00%0.01%0.10%Q1 2016Q4 202228
MML INVESTORS SERVICES, LLC 2610.01%0.07%1.24%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.04%0.13%Q2 2013Q4 201927
STRS OHIO 2010.00%0.08%0.15%Q4 2013Q3 202327
Sageworth Trust Co 27270.24%0.83%1.88%Q2 2013Q4 201927
Intercontinental Wealth Advisors, LLC 27270.14%0.36%0.72%Q4 2016Q2 202327
TIEMANN INVESTMENT ADVISORS, LLC 1420.12%0.21%0.46%Q4 2013Q3 202327
TOMPKINS FINANCIAL CORP 1980.00%0.08%0.70%Q2 2013Q1 202027
SYNOVUS FINANCIAL CORP 17100.00%0.07%0.27%Q2 2013Q2 202027
Hudock, Inc. 2330.00%0.00%0.03%Q2 2013Q3 202226
WELLINGTON MANAGEMENT GROUP LLP 2120.00%0.00%0.01%Q2 2013Q3 202326
Global Retirement Partners, LLC 1720.00%0.02%0.26%Q4 2016Q3 202326
Carroll Financial Associates, Inc. 2410.00%0.00%0.00%Q3 2015Q4 202125
Veritable, L.P. 1220.00%0.02%0.04%Q4 2012Q2 202325
Accuvest Global Advisors 810.06%1.41%4.18%Q1 2014Q3 202325
Janney Montgomery Scott LLC 2050.00%0.02%0.05%Q1 2017Q3 202325
Burt Wealth Advisors 25250.03%0.06%0.13%Q4 2014Q4 202025
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
First Horizon Advisors, Inc. 1860.00%0.01%0.01%Q3 2013Q3 202324
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 24240.00%0.02%0.04%Q4 2013Q3 201924
Filament LLC 24240.09%0.42%0.97%Q2 2013Q1 201924
Country Club Trust Company, n.a. 24240.06%0.20%0.36%Q2 2013Q1 201924
WealthTrust Fairport, LLC 24240.98%1.64%2.50%Q2 2013Q1 201924
Patten Group, Inc. 1710.03%0.22%0.64%Q4 2014Q2 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Taikang Asset Management (Hong Kong) Co Ltd 24240.28%0.66%1.10%Q4 2017Q3 202324
CITY HOLDING CO 23230.01%0.02%0.02%Q4 2013Q2 201923
Ledyard National Bank 23230.00%0.00%0.00%Q2 2013Q4 201823
New Vernon Capital Holdings II LLC 1760.20%1.11%2.16%Q2 2016Q3 202323
CALTON & ASSOCIATES, INC. 23230.06%0.21%0.37%Q4 2017Q2 202323
Laffer Tengler Investments, Inc. 1490.01%0.37%1.20%Q2 2013Q3 202323
BESSEMER GROUP INC 1210.00%0.05%0.28%Q2 2013Q3 202323
Hartford Financial Management Inc. 2210.01%0.02%0.04%Q3 2017Q3 202323
Nuveen Asset Management, LLC 2120.01%0.02%0.12%Q2 2013Q3 202323
CIBC Private Wealth Group, LLC 23230.00%0.00%0.01%Q4 2017Q2 202323
HOWE & RUSLING INC 1610.00%0.01%0.06%Q2 2013Q3 201923
Dorsey & Whitney Trust CO LLC 23230.07%0.10%0.21%Q1 2018Q3 202323
Rehmann Capital Advisory Group 1420.01%0.17%0.44%Q2 2009Q2 201922
BANQUE PICTET & CIE SA 1320.00%0.19%0.89%Q4 2013Q2 202322
TWO SIGMA SECURITIES, LLC 1210.00%0.10%0.88%Q1 2015Q3 202322
Rathbones Group PLC 22220.01%0.02%0.06%Q2 2013Q3 201822
Sandy Spring Bank 1750.00%0.00%0.00%Q2 2014Q3 202322
PICTET ASSET MANAGEMENT LTD 2020.00%0.00%0.00%Q2 2013Q2 202122
Varma Mutual Pension Insurance Co 1840.17%0.86%7.87%Q4 2017Q3 202322
UBS ASSET MANAGEMENT AMERICAS INC 1110.00%0.01%0.02%Q4 2013Q3 202322
Itau Unibanco Holding S.A. 1910.00%0.11%0.26%Q2 2017Q2 202322
ATLAS CAPITAL ADVISORS LLC 12100.00%0.19%0.82%Q1 2018Q3 202322
M&T BANK CORP 1010.00%0.03%0.11%Q2 2013Q3 202221
Anchor Investment Management, LLC 1830.00%0.00%0.01%Q1 2016Q1 202321
SCHRODER INVESTMENT MANAGEMENT GROUP 820.00%0.01%0.03%Q2 2013Q3 202321
CUMBERLAND ADVISORS INC 1210.89%1.80%2.64%Q3 2014Q3 202321
ALLSTATE CORP 2010.12%0.61%3.86%Q2 2016Q4 202221
BRINKER CAPITAL INC 1380.01%0.09%0.25%Q2 2013Q3 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.03%Q3 2018Q3 202321
Wakefield Asset Management LLLP 21210.38%0.96%1.31%Q3 2018Q3 202321
East Coast Asset Management, LLC. 21210.08%0.37%0.77%Q4 2012Q4 201721
Alaska Permanent Capital Management 21210.06%0.20%2.14%Q2 2013Q2 201821
TIAA CREF INVESTMENT MANAGEMENT LLC 21210.01%0.01%0.05%Q2 2013Q2 201821
Elm Partners Management LLC 20200.44%0.60%0.79%Q4 2018Q3 202320
Blue Edge Capital, LLC 1550.07%1.11%1.58%Q4 2013Q4 201920
CX Institutional 20200.00%0.36%0.72%Q3 2018Q2 202320
Drexel Morgan & Co. 20200.75%1.17%1.61%Q2 2013Q1 201820
PRUDENTIAL PLC 1010.01%0.05%0.24%Q2 2013Q2 202320
American Portfolios Advisors 20200.00%0.00%0.04%Q4 2017Q3 202220
ENTERPRISE FINANCIAL SERVICES CORP 1010.00%0.01%0.01%Q3 2013Q2 202120
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
Water Oak Advisors LLC 1410.71%2.68%4.78%Q2 2014Q3 202020
AXA S.A. 20200.00%0.00%0.01%Q2 2013Q1 201820
UNITED SERVICES AUTOMOBILE ASSOCIATION 710.01%0.15%0.36%Q2 2013Q4 202220
Liberty Mutual Group Asset Management Inc. 19190.45%2.17%3.18%Q4 2017Q2 202219
Rockefeller Capital Management L.P. 19190.00%0.00%0.02%Q1 2019Q3 202319
Winslow, Evans & Crocker, Inc. 19190.00%0.01%0.03%Q4 2013Q2 201819
MERIDIAN INVESTMENT COUNSEL INC. 19190.20%0.29%0.40%Q4 2013Q2 201819
FLOW TRADERS U.S. LLC 510.01%0.15%0.85%Q2 2013Q2 202319
HM PAYSON & CO 1810.00%0.00%0.03%Q4 2018Q3 202319
J.P. Morgan Private Wealth Advisors LLC 1020.00%0.03%0.08%Q2 2013Q3 202319
Lenox Wealth Management, Inc. 19190.01%0.03%0.06%Q4 2015Q2 202019
Kistler-Tiffany Companies, LLC 19190.01%0.12%0.34%Q2 2013Q4 201719
MUFG Americas Holdings Corp 1710.00%0.00%0.02%Q4 2010Q1 202219
Cetera Advisor Networks LLC 1110.00%0.04%0.18%Q1 2013Q3 202319
Psagot Value Holdings Ltd. 19190.00%0.90%1.34%Q2 2013Q4 201719
LAZARD ASSET MANAGEMENT LLC 1710.00%0.00%0.02%Q2 2013Q2 202218
PARAMETRIC PORTFOLIO ASSOCIATES LLC 18180.00%0.01%0.01%Q4 2017Q1 202218
VICTORY CAPITAL MANAGEMENT INC 18180.02%0.08%0.15%Q2 2019Q3 202318
Zurich Insurance Group Ltd/FI 1020.01%1.39%3.40%Q1 2016Q3 202318
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 740.00%0.10%0.22%Q2 2013Q2 202118
Commonwealth Equity Services, Inc 18180.01%0.02%0.05%Q2 2013Q3 201718
KING LUTHER CAPITAL MANAGEMENT CORP 940.00%0.04%0.09%Q2 2013Q4 202218
NEXT Financial Group, Inc 710.00%0.01%0.06%Q2 2014Q4 202118
Sensible Financial Planning & Management, LLC. 1350.11%0.48%2.50%Q3 2014Q3 202318
Joel Isaacson & Co., LLC 17170.01%0.02%0.04%Q4 2012Q4 201617
Pacifica Partners Inc. 17170.03%0.05%0.06%Q4 2019Q4 202317
6 Meridian 17170.54%0.64%0.72%Q4 2017Q4 202117
LMCG INVESTMENTS, LLC 1070.04%0.17%0.33%Q2 2013Q3 202317
Robertson Stephens Wealth Management, LLC 17170.09%0.18%0.58%Q3 2019Q3 202317
Lenox Wealth Advisors, LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
Renaissance Technologies 510.00%0.00%0.02%Q4 2017Q2 202317
BB&T SECURITIES, LLC 1160.01%0.02%0.04%Q2 2013Q3 201917
MONROE BANK & TRUST/MI 630.00%0.00%0.01%Q2 2013Q2 201817
AdvisorNet Financial, Inc 1610.00%0.03%0.08%Q4 2017Q2 202217
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
Wealthcare Advisory Partners LLC 1320.01%0.47%1.19%Q1 2017Q1 202217
WFG Advisors, LP 17170.00%0.01%0.04%Q2 2013Q2 201717
Fiera Capital Corp 17170.00%0.00%0.00%Q1 2019Q1 202317
Ameraudi Asset Management, Inc. 16161.82%2.13%2.86%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.25%0.31%0.37%Q4 2019Q3 202316
Partnervest Advisory Services LLC 610.00%0.19%0.71%Q2 2013Q1 201916
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
TRUST CO OF VERMONT 16160.00%0.00%0.00%Q2 2013Q1 201716
Cresset Asset Management, LLC 1150.00%0.01%0.02%Q4 2018Q3 202316
Mariner, LLC 830.00%0.06%0.12%Q1 2014Q3 202316
HARBOUR INVESTMENT MANAGEMENT LLC 16160.61%1.06%3.50%Q2 2013Q1 201716
Valentine Capital Asset Management, Inc. 1150.08%0.33%0.69%Q4 2011Q4 201516
Osborn Williams & Donohoe LLC 16160.10%0.13%0.17%Q2 2013Q1 201716
Vontobel Swiss Wealth Advisors AG 930.04%0.26%0.48%Q4 2014Q2 201916
Moneda S.A. Administradora General de Fondos 16160.36%0.85%1.62%Q4 2019Q3 202316
Independent Family Office, LLC 16160.16%0.22%0.38%Q4 2019Q3 202316
XPONANCE, INC. 1210.95%4.33%12.59%Q4 2013Q4 201916
UBS AG 660.00%0.01%0.04%Q2 2013Q3 201416
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Rosenberg Matthew Hamilton 15150.04%0.05%0.07%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.03%Q2 2016Q4 201915
Callan Capital, LLC 1410.07%1.03%2.15%Q2 2013Q4 201715
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Fernwood Investment Management, LLC 15150.53%1.65%2.29%Q4 2013Q2 201715
BlackRock Fund Advisors 15150.02%0.03%0.03%Q2 2013Q4 201615
VAN ECK ASSOCIATES CORP 710.00%0.00%0.01%Q2 2016Q4 202115
HRT FINANCIAL LP 410.01%0.12%0.36%Q1 2015Q2 202315
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Virtu Financial LLC 310.01%0.57%1.37%Q3 2013Q3 201915
RPg Family Wealth Advisory, LLC 1140.01%0.07%0.25%Q2 2018Q1 202215
MSI Financial Services Inc 15150.01%0.02%0.05%Q2 2013Q4 201615
FineMark National Bank & Trust 15150.01%0.03%0.05%Q2 2013Q4 201615
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.20%0.74%Q1 2020Q3 202315
DORCHESTER WEALTH MANAGEMENT Co 1410.07%0.08%0.10%Q4 2019Q3 202315
OLD MISSION CAPITAL LLC 510.01%0.15%0.56%Q2 2016Q3 202315
WELCH & FORBES LLC 15150.01%0.04%0.09%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201615
Cranbrook Wealth Management, LLC 14140.01%0.02%0.06%Q3 2016Q4 201914
COWEN INC. 1030.02%0.13%0.44%Q1 2013Q1 201714
FLAGSHIP HARBOR ADVISORS, LLC 1040.00%0.04%0.11%Q4 2016Q3 202014
Titus Wealth Management 820.10%0.17%0.27%Q4 2017Q2 202214
SIMPLEX TRADING, LLC 410.00%0.00%0.02%Q4 2014Q3 202214
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
Financial Architects, Inc 410.00%0.01%0.04%Q2 2013Q4 201914
Risk Paradigm Group, LLC 1220.01%0.81%2.38%Q2 2015Q4 201814
BROWN BROTHERS HARRIMAN & CO 620.00%0.00%0.00%Q1 2013Q2 202214
Virtu KCG Holdings LLC 830.00%0.04%0.07%Q3 2013Q2 201714
Cedar Wealth Management, LLC 1130.03%0.30%0.37%Q1 2020Q3 202314
DRW Securities, LLC 610.01%0.07%0.24%Q4 2018Q3 202314
INNEALTA CAPITAL, LLC 1030.40%1.24%2.06%Q1 2020Q2 202313
VPR Management LLC 13130.24%2.87%3.73%Q3 2020Q3 202313
1607 Capital Partners, LLC 910.06%0.18%0.40%Q2 2013Q4 202213
NOMURA HOLDINGS INC 610.00%0.00%0.01%Q4 2012Q1 202313
NorthCoast Asset Management LLC 13130.07%0.70%1.33%Q3 2018Q3 202113
55I, LLC 1030.02%0.10%0.28%Q2 2019Q3 202213
SevenBridge Financial Group, LLC 13130.00%0.00%0.01%Q2 2016Q2 201913
Solstein Capital, LLC 1210.14%0.52%1.38%Q4 2019Q3 202313
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
Shamrock Asset Management LLC 850.00%1.12%1.83%Q3 2013Q3 201813
Korea Investment CORP 760.01%0.05%0.12%Q1 2016Q3 202313
Goldstein Munger & Associates 13130.84%2.39%3.01%Q1 2011Q1 201413
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Sargent Bickham Lagudis LLC 13130.00%0.00%0.00%Q3 2017Q3 202013
River Wealth Advisors LLC 1030.02%0.28%0.83%Q1 2015Q4 201813
Checchi Capital Advisers, LLC 410.00%0.08%0.24%Q1 2016Q1 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.00%0.01%0.01%Q4 2016Q4 201913
Allworth Financial LP 710.00%0.00%0.00%Q4 2016Q3 202313
SIGNATUREFD, LLC 410.00%0.02%0.07%Q4 2015Q2 202212
WEBSTER BANK, N. A. 750.00%0.07%0.21%Q2 2013Q4 201712
Atria Investments, Inc 520.01%0.03%0.07%Q3 2013Q3 201912
EMERSON INVESTMENT MANAGEMENT, LLC 12120.96%1.88%2.46%Q2 2013Q1 201612
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 720.01%0.05%0.08%Q1 2020Q3 202312
KBC Group NV 12120.00%0.01%0.01%Q2 2013Q1 201612
Cetera Investment Advisers 12120.01%0.06%0.14%Q4 2020Q3 202312
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12120.73%1.63%2.93%Q4 2014Q3 201712
Live Your Vision, LLC 1110.00%0.00%0.00%Q3 2015Q1 201912
Faithward Advisors, LLC 620.01%0.02%0.02%Q4 2019Q1 202312
FARMERS & MERCHANTS INVESTMENTS INC 1110.00%0.02%0.03%Q2 2013Q4 201612
Miracle Mile Advisors, LLC 710.02%0.42%1.16%Q4 2019Q3 202312
SEI INVESTMENTS CO 610.00%0.00%0.00%Q4 2014Q2 202312
WEALTHCARE CAPITAL MANAGEMENT LLC 12120.00%0.05%0.09%Q1 2017Q4 201912
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Quantitative Investment Management, LLC 310.04%0.20%0.58%Q4 2017Q2 202312
Newbridge Financial Services Group, Inc. 12120.01%0.01%0.02%Q3 2020Q2 202312
AMUNDI ASSET MANAGEMENT US, INC. 12120.02%0.04%0.04%Q1 2015Q4 201712
Proquility Private Wealth Partners, LLC 12120.78%0.90%0.95%Q4 2020Q3 202312
Spot Trading L.L.C 430.00%0.01%0.06%Q2 2013Q2 201512
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12120.55%1.41%2.71%Q4 2014Q3 201712
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Orion Portfolio Solutions, LLC 12120.00%0.02%0.06%Q4 2019Q3 202212
Dakota Wealth Management 720.01%0.04%0.07%Q2 2018Q2 202312
Charter Oak Capital Management, LLC 12120.06%0.11%0.14%Q4 2020Q3 202312
COUNTRY TRUST BANK 12120.16%0.18%0.20%Q2 2014Q1 201712
PITTENGER & ANDERSON INC 12120.01%0.06%0.09%Q2 2013Q1 201612
Certified Advisory Corp 1110.00%0.01%0.02%Q4 2017Q1 202112
FDx Advisors, Inc. 710.01%0.06%0.19%Q4 2016Q3 202312
Polaris Wealth Advisory Group, LLC 530.00%0.45%1.35%Q2 2013Q3 201812
Allianz Asset Management GmbH 420.00%0.01%0.02%Q2 2016Q2 202211
JANUS HENDERSON GROUP PLC 11110.00%0.00%0.00%Q2 2017Q4 201911
Qube Research & Technologies Ltd 510.00%0.11%0.63%Q2 2020Q3 202311
Olympiad Research LP 11110.21%0.93%1.47%Q1 2020Q3 202211
Strategic Investment Advisors / MI 1010.21%0.30%0.36%Q4 2020Q3 202311
Compagnie Lombard Odier SCmA 1010.00%0.01%0.02%Q4 2014Q1 201811
Crescent Grove Advisors, LLC 11110.06%0.06%0.07%Q2 2017Q4 201911
NAVELLIER & ASSOCIATES INC 510.02%0.17%0.42%Q4 2012Q2 202211
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2019Q2 202211
Crabel Capital Management, LLC 410.08%0.19%0.36%Q4 2017Q2 202311
COOPERMAN LEON G 1010.02%0.03%0.03%Q3 2013Q3 202311
Carolina Wealth Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 11110.02%0.06%0.08%Q4 2017Q2 202011
Transamerica Financial Advisors, Inc. 910.00%0.06%0.17%Q2 2013Q2 201611
STRATEGIC INVESTMENT MANAGEMENT, LLC 1010.34%1.94%4.56%Q2 2013Q2 201611
Trust Co 740.00%0.00%0.01%Q2 2015Q3 202211
BANK PICTET & CIE (ASIA) LTD 530.12%0.55%1.66%Q4 2013Q4 201711
Capital Analysts, LLC 1010.00%0.00%0.00%Q4 2012Q3 201911
People's United Financial, Inc. 11110.00%0.00%0.00%Q2 2013Q4 201511
BENJAMIN EDWARDS INC 11110.00%0.03%0.30%Q2 2020Q4 202211
Marks Group Wealth Management, Inc 11110.06%0.53%0.83%Q4 2019Q2 202211
Plante Moran Financial Advisors, LLC 810.00%0.00%0.02%Q2 2013Q3 201911
Proficio Capital Partners LLC 520.02%0.47%1.54%Q1 2016Q2 202211
Spire Wealth Management 11110.02%0.02%0.04%Q1 2021Q3 202311
VICUS CAPITAL 11110.08%0.61%2.31%Q2 2013Q4 201511
Golden State Wealth Management, LLC 710.06%0.08%0.10%Q1 2019Q1 202211
Private Ocean, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.07%0.09%0.11%Q4 2020Q3 202311
Leelyn Smith, LLC 920.00%0.00%0.00%Q1 2020Q4 202211
CREDIT AGRICOLE S A 11110.00%0.01%0.03%Q2 2013Q4 201511
CT Financial Advisors LLC 1010.08%0.11%0.19%Q1 2014Q1 201711
Baird Financial Group, Inc. 11110.01%0.01%0.02%Q1 2021Q3 202311
Squarepoint Ops LLC 310.00%0.02%0.04%Q4 2017Q3 202310
Pictet North America Advisors SA 730.02%0.04%0.05%Q3 2018Q3 202310
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
AlphaMark Advisors, LLC 10100.01%0.11%0.15%Q2 2013Q3 201510
Regal Investment Advisors LLC 10100.00%0.01%0.09%Q2 2013Q3 201510
Element Wealth, LLC 10100.00%0.09%0.17%Q2 2021Q3 202310
ING GROEP NV 310.00%0.02%0.09%Q1 2013Q1 201710
TSFG, LLC 10100.02%0.03%0.03%Q2 2021Q3 202310
Private Advisor Group, LLC 410.00%0.03%0.12%Q4 2013Q3 202310
BLACKROCK ADVISORS LLC 640.00%0.00%0.00%Q2 2014Q4 201610
BOSTON RESEARCH & MANAGEMENT INC 10100.16%0.93%1.42%Q2 2013Q3 201510
SUNFLOWER BANK, NA WEALTH MANAGEMENT 810.06%0.41%1.08%Q2 2013Q1 201810
NOTTINGHAM ADVISORS, INC. 820.30%1.06%2.26%Q2 2013Q3 202310
Keel Point, LLC 420.03%0.71%2.42%Q2 2016Q2 202110
BOYS ARNOLD & CO INC 10100.05%0.18%0.55%Q2 2013Q3 201510
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Barrett Asset Management, LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Madden Advisory Services, Inc. 710.00%0.31%0.72%Q2 2013Q1 201710
4Thought Financial Group Inc. 10100.01%0.02%0.02%Q2 2021Q3 202310
RAYMOND JAMES TRUST N.A. 730.01%0.02%0.04%Q2 2013Q1 201910
Integrated Wealth Concepts LLC 820.01%0.18%0.89%Q1 2021Q3 202310
Csenge Advisory Group 410.00%0.06%0.08%Q3 2018Q1 20239
OPPENHEIMER & CO INC 510.01%0.03%0.07%Q2 2013Q1 20229
Windham Capital Management, LLC 810.35%0.41%0.68%Q4 2019Q2 20229
Archford Capital Strategies, LLC 810.00%0.00%0.00%Q1 2014Q4 20169
AMG National Trust Bank 610.03%0.24%0.55%Q3 2013Q1 20179
Ensemble Capital Management 990.09%0.11%0.12%Q2 2013Q2 20159
VALLEY NATIONAL ADVISERS INC 990.00%0.00%0.00%Q3 2021Q3 20239
Magnus Financial Group LLC 990.02%0.08%0.11%Q2 2020Q2 20229
CITIZENS FINANCIAL GROUP INC/RI 990.00%0.00%0.00%Q4 2015Q4 20179
Pinnacle Summer Investments, Inc. 810.02%0.02%0.04%Q2 2013Q3 20159
D'Orazio & Associates, Inc. 990.00%0.00%0.00%Q4 2013Q4 20159
SIMON QUICK ADVISORS, LLC 990.01%0.01%0.01%Q1 2020Q1 20229
Trexquant Investment LP 410.01%0.03%0.15%Q1 2020Q3 20239
CSM Advisors, LLC 540.10%1.06%2.37%Q2 2021Q3 20239
Rice Partnership, LLC 810.01%0.01%0.01%Q3 2019Q3 20239
CEDAR CAPITAL, LLC 410.10%0.48%1.39%Q2 2016Q3 20219
IBM Retirement Fund 990.01%0.16%1.34%Q2 2014Q2 20169
Chicago Partners Investment Group LLC 810.00%0.01%0.02%Q4 2014Q3 20189
KCS Wealth Advisory 990.34%0.38%0.44%Q4 2017Q4 20199
Apriem Advisors 990.01%0.01%0.02%Q2 2013Q2 20159
Armbruster Capital Management, Inc. 990.00%0.00%0.00%Q1 2016Q1 20189
MANAGED ACCOUNT ADVISORS LLC 990.01%0.03%0.07%Q2 2013Q2 20159
Gradient Investments LLC 510.00%0.00%0.00%Q1 2015Q1 20239
Ironwood Financial, llc 420.00%0.00%0.00%Q4 2014Q3 20219
NATIXIS ADVISORS, L.P. 810.01%0.07%0.10%Q2 2013Q1 20169
Ionic Capital Management LLC 410.01%0.47%2.84%Q4 2014Q3 20169
1st Global Advisors, Inc. 990.18%0.20%0.22%Q2 2013Q2 20159
EXENCIAL WEALTH ADVISORS, LLC 990.10%0.12%0.15%Q1 2013Q1 20159
GREENWOOD CAPITAL ASSOCIATES LLC 420.19%0.28%0.42%Q2 2018Q3 20229
Parallel Advisors, LLC 630.00%0.00%0.00%Q1 2021Q3 20239
TRIANGLE PEAK PARTNERS, LP 883.02%3.33%3.77%Q4 2013Q3 20158
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2020Q3 20228
BlackRock Group LTD 620.00%0.00%0.00%Q2 2013Q4 20168
HABERER REGISTERED INVESTMENT ADVISOR INC 880.02%0.80%1.14%Q2 2013Q1 20158
Bartlett & Co. LLC 610.00%0.00%0.00%Q2 2013Q1 20188
SOUTH GEORGIA CAPITAL, LLC 880.01%0.01%0.01%Q4 2013Q3 20158
NATIONAL PLANNING CORP 710.02%0.08%0.22%Q2 2013Q1 20168
COOKSON PEIRCE & CO INC 710.02%0.04%0.15%Q3 2014Q4 20228
KCM INVESTMENT ADVISORS LLC 880.02%0.03%0.06%Q3 2013Q2 20158
Garde Capital, Inc. 710.14%0.90%1.30%Q2 2014Q3 20168
NewEdge Advisors, LLC 440.00%0.06%0.18%Q3 2019Q3 20238
Fieldpoint Private Securities, LLC 610.00%0.40%0.71%Q1 2017Q2 20218
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 530.02%0.07%0.11%Q3 2016Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.03%0.05%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.01%0.02%0.02%Q1 2014Q4 20158
Viewpoint Capital Management LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Aspire Private Capital, LLC 880.00%0.00%0.01%Q2 2019Q1 20218
Wealthstream Advisors, Inc. 880.34%0.51%0.66%Q4 2021Q3 20238
Torch Wealth Management LLC 880.31%0.58%0.69%Q4 2013Q3 20158
NEW YORK STATE COMMON RETIREMENT FUND 310.00%0.01%0.04%Q4 2013Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 880.35%0.44%0.52%Q4 2021Q3 20238
Natixis Investment Managers International 880.96%1.77%2.48%Q2 2013Q1 20158
PGIM Custom Harvest LLC 440.14%0.19%0.30%Q4 2020Q3 20238
Truvestments Capital LLC 510.00%0.00%0.00%Q3 2018Q4 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Haverford Trust Co 710.01%0.55%0.70%Q2 2013Q2 20158
Realta Investment Advisors 420.00%0.00%0.00%Q1 2019Q3 20238
FINANCIAL COUNSELORS INC 880.01%0.01%0.01%Q4 2016Q3 20188
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
ACADIAN ASSET MANAGEMENT LLC 880.00%0.00%0.01%Q4 2021Q3 20238
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 880.03%0.04%0.05%Q2 2013Q1 20158
BBVA USA Bancshares, Inc. 880.01%0.01%0.02%Q2 2013Q1 20158
Kore Private Wealth LLC 610.01%0.06%0.12%Q4 2018Q1 20228
Mizuho Trust & Banking Co., Ltd. 880.09%0.10%0.12%Q4 2014Q3 20168
Allspring Global Investments Holdings, LLC 880.00%0.02%0.06%Q4 2021Q3 20238
NatWest Group plc 440.01%0.03%0.07%Q2 2013Q2 20168
Freedom Investment Management, Inc. 710.01%0.04%0.17%Q1 2017Q1 20198
FMA ADVISORY INC 710.03%0.56%0.69%Q2 2013Q2 20158
Baldrige Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Merriman Wealth Management, LLC 510.04%0.12%0.35%Q1 2016Q2 20238
Ascent Group, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
TOTH FINANCIAL ADVISORY CORP 620.00%0.14%0.30%Q1 2014Q1 20218
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
Squar Milner Financial Services LLC 520.00%0.06%0.17%Q2 2018Q1 20207
Karp Capital Management Corp 310.05%0.77%1.41%Q2 2017Q3 20227
KEELEY ASSET MANAGEMENT CORP 770.01%0.01%0.01%Q2 2013Q4 20147
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Kohmann Bosshard Financial Services, LLC 310.04%0.07%0.14%Q1 2017Q4 20197
Kingfisher Capital LLC 770.28%0.33%0.36%Q2 2013Q4 20147
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.01%Q3 2013Q4 20197
Salomon & Ludwin, LLC 610.00%0.00%0.00%Q4 2018Q3 20237
INGALLS & SNYDER LLC 770.01%0.02%0.03%Q2 2016Q4 20177
Connectus Wealth, LLC 770.01%0.12%0.22%Q1 2022Q3 20237
IEQ CAPITAL, LLC 770.03%0.04%0.06%Q1 2022Q3 20237
Capital Bank & Trust Co 770.00%0.00%0.00%Q4 2018Q2 20207
FOUNDERS BANK & TRUST 770.01%0.02%0.03%Q2 2013Q4 20147
Equitable Holdings, Inc. 770.00%0.01%0.01%Q4 2021Q2 20237
Timber Hill LLC 410.00%0.03%0.08%Q2 2013Q3 20167
Winthrop Partners - WNY, LLC 770.01%0.01%0.02%Q1 2018Q3 20197
MADISON INVESTMENT HOLDINGS INC 770.01%0.06%0.10%Q1 2016Q3 20177
LifePlan Financial Group, Inc 770.00%0.00%0.01%Q1 2019Q3 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.03%Q2 2013Q4 20147
Donald L. Hagan, LLC 310.12%0.72%1.60%Q2 2016Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
NewSquare Capital LLC 770.12%0.46%0.93%Q1 2022Q3 20237
RUSSELL FRANK CO/ 770.00%0.00%0.00%Q2 2013Q4 20147
Perpetual Ltd 770.02%0.42%0.68%Q2 2014Q4 20157
Trek Financial, LLC 510.02%0.04%0.07%Q2 2021Q3 20237
WEALTHSOURCE PARTNERS, LLC 770.07%0.11%0.14%Q3 2019Q1 20217
Clearstead Advisors, LLC 520.00%0.00%0.00%Q1 2020Q3 20237
Placemark Investments, Inc. 770.01%0.04%0.06%Q2 2013Q4 20147
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Bank Pictet & Cie (Europe) AG 310.06%0.13%0.24%Q4 2013Q3 20197
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Wharton Business Group, LLC 770.05%0.06%0.08%Q2 2013Q4 20147
Sage Advisory Services, Ltd.Co. 771.73%2.21%3.31%Q1 2022Q3 20237
EDMOND DE ROTHSCHILD HOLDING S.A. 510.00%0.00%0.01%Q2 2015Q1 20197
Harvest Fund Management Co., Ltd 610.02%0.03%0.05%Q4 2017Q2 20207
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
F-Squared Investment Management, LLC 660.04%0.26%0.47%Q2 2013Q3 20146
City Financial Investment Co Ltd 440.02%0.43%0.97%Q4 2017Q3 20186
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.00%Q4 2019Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Deer Park Road Corp 420.68%1.38%1.98%Q4 2018Q2 20236
CADINHA & CO LLC 660.04%0.05%0.06%Q2 2017Q3 20186
Rise Advisors, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.01%0.02%Q1 2016Q3 20186
Windsor Creek Advisors, LLC 420.08%0.38%0.93%Q1 2019Q3 20206
Ancora Advisors LLC 420.00%0.00%0.00%Q3 2020Q3 20236
Edgestream Partners, L.P. 310.01%0.12%0.23%Q1 2018Q4 20216
Robinson Value Management, Ltd. 660.26%0.31%0.33%Q2 2017Q3 20186
SeaCrest Wealth Management, LLC 660.00%0.01%0.01%Q4 2017Q1 20196
PFS INVESTMENTS INC. 660.11%0.14%0.17%Q1 2022Q2 20236
Legacy Financial Advisors, Inc. 660.00%0.05%0.10%Q4 2017Q1 20196
VSR Financial Services, Inc. 660.03%0.06%0.09%Q2 2013Q3 20146
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Argentus Capital Management, LLC 510.00%0.05%0.19%Q3 2013Q3 20166
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.00%0.01%Q2 2013Q4 20146
Westside Investment Management, Inc. 660.00%0.00%0.00%Q1 2017Q2 20186
Cetera Advisors LLC 410.00%0.01%0.03%Q3 2014Q3 20236
CAPITAL FUND MANAGEMENT S.A. 550.01%0.01%0.02%Q3 2022Q3 20236
EATON VANCE MANAGEMENT 660.00%0.01%0.01%Q4 2020Q1 20226
Financial Gravity Asset Management, Inc. 330.00%0.06%0.19%Q1 2018Q3 20196
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Anson Funds Management LP 661.12%1.93%3.27%Q2 2022Q3 20236
Vontobel Holding Ltd. 510.00%0.00%0.00%Q3 2021Q3 20236
WASHINGTON TRUST BANK 660.00%0.01%0.01%Q1 2014Q2 20156
Migdal Insurance & Financial Holdings Ltd. 310.00%0.05%0.27%Q4 2015Q3 20236
EXANE DERIVATIVES 420.00%0.01%0.04%Q4 2014Q1 20176
IHT Wealth Management, LLC 660.00%0.02%0.08%Q4 2016Q1 20186
Choate Investment Advisors 660.01%0.15%0.62%Q2 2013Q3 20146
First Washington CORP 660.02%0.04%0.06%Q2 2013Q3 20146
Baron Financial Group, LLC 660.00%0.00%0.01%Q3 2020Q4 20216
DUPONT CAPITAL MANAGEMENT CORP 420.11%0.30%0.56%Q2 2016Q2 20206
Paloma Partners Management Co 310.00%0.06%0.11%Q1 2016Q4 20196
SII INVESTMENTS INC/WI 660.03%0.11%0.20%Q2 2013Q3 20146
COMMUNITY BANK SYSTEM, INC. 660.07%0.16%0.36%Q2 2013Q3 20146
CIDEL ASSET MANAGEMENT INC 660.01%0.01%0.01%Q4 2021Q1 20236
B. Riley Wealth Advisors, Inc. 510.00%0.03%0.05%Q2 2013Q4 20146
Gemmer Asset Management LLC 510.02%0.03%0.05%Q2 2014Q1 20166
Private Capital Group, LLC 510.00%0.00%0.01%Q4 2017Q2 20196
Highlander Capital Management, LLC 660.01%0.02%0.03%Q2 2013Q3 20146
KMS FINANCIAL SERVICES, INC 660.08%0.11%0.15%Q2 2013Q3 20146
BOSTON PRIVATE BANK & TRUST CO 660.01%0.01%0.01%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Winch Advisory Services, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 310.00%0.06%0.19%Q2 2013Q3 20236
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 660.00%0.00%0.01%Q4 2015Q1 20176
BROWN ADVISORY INC 410.00%0.00%0.00%Q2 2013Q4 20185
Center for Financial Planning, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Savior LLC 410.00%0.00%0.01%Q4 2019Q2 20215
INTEGRAL DERIVATIVES, LLC 550.01%0.01%0.02%Q4 2016Q4 20175
MARSHALL WACE, LLP 310.00%0.01%0.01%Q1 2019Q2 20235
Voya Financial Advisors, Inc. 320.03%0.03%0.04%Q1 2022Q3 20235
VCU Investment Management Co 552.26%2.45%2.84%Q4 2016Q4 20175
NATIXIS 210.00%0.01%0.02%Q4 2013Q1 20195
Gupta Wealth Management LLC 550.26%0.61%1.13%Q1 2015Q1 20165
SRS Capital Advisors, Inc. 550.00%0.00%0.00%Q4 2016Q4 20175
Financial Management Professionals, Inc. 410.00%0.88%2.23%Q4 2014Q4 20225
Jacobi Capital Management LLC 310.00%0.00%0.01%Q2 2016Q3 20215
ATWOOD & PALMER INC 550.00%0.00%0.00%Q3 2016Q3 20175
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Waverly Advisors, LLC 210.00%0.01%0.03%Q3 2013Q4 20175
Ellis Investment Partners, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Balentine LLC 550.00%0.00%0.00%Q3 2022Q3 20235
PHYSICIANS FINANCIAL SERVICES, INC. 550.00%0.00%0.00%Q4 2015Q4 20165
Sigma Planning Corp 550.02%0.03%0.04%Q3 2017Q3 20185
Global Financial Private Capital, Inc 550.01%0.01%0.01%Q2 2019Q2 20205
BAHL & GAYNOR INC 550.00%0.00%0.00%Q3 2013Q3 20145
Moisand Fitzgerald Tamayo, LLC 310.00%0.00%0.01%Q3 2020Q2 20225
QUALCOMM INC/DE 554.18%5.70%7.28%Q2 2013Q2 20145
Kernodle & Katon Asset Management Group, LLC 550.01%0.01%0.01%Q4 2015Q4 20165
EDMOND DE ROTHSCHILD (SUISSE) S.A. 550.01%0.02%0.02%Q2 2015Q2 20165
Cable Hill Partners, LLC 320.00%0.01%0.02%Q1 2017Q1 20195
ARGI Investment Services, LLC 550.03%0.05%0.07%Q2 2013Q2 20145
AMERICAN NATIONAL BANK 550.03%0.03%0.03%Q3 2022Q3 20235
Jefferies Group LLC 110.00%0.00%0.01%Q4 2013Q3 20185
Pinnacle Bancorp, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Euclid Advisors LLC 550.21%0.23%0.25%Q3 2013Q3 20145
Clark Capital Management Group, Inc. 310.06%0.32%0.64%Q3 2014Q3 20185
BAIRD ROBERT W & CO INC /WI/ 410.00%0.01%0.02%Q2 2013Q3 20145
CAXTON ASSOCIATES LP 410.02%0.06%0.13%Q3 2013Q4 20225
MGO Private Wealth, LLC 550.53%0.97%1.34%Q3 2022Q3 20235
NWAM LLC 550.02%0.03%0.03%Q1 2021Q1 20225
Wolf Group Capital Advisors 550.78%1.04%1.17%Q3 2017Q3 20185
PEAK FINANCIAL ADVISORS LLC 551.70%2.56%3.21%Q1 2021Q1 20225
ACIMA PRIVATE WEALTH, LLC 550.08%0.14%0.32%Q4 2018Q4 20195
B. Riley Wealth Management, Inc. 550.00%0.01%0.01%Q1 2014Q1 20155
Avion Wealth 550.00%0.00%0.00%Q3 2022Q3 20235
9258 Wealth Management, LLC 410.04%0.05%0.06%Q2 2021Q2 20235
Tortoise Investment Management, LLC 410.00%0.00%0.02%Q4 2012Q4 20145
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q3 2019Q1 20214
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
Optiver Holding B.V. 310.00%0.00%0.00%Q4 2021Q3 20234
Beaumont Financial Partners, LLC 210.02%0.04%0.08%Q4 2019Q4 20214
CANANDAIGUA NATIONAL BANK & TRUST CO 440.07%0.10%0.11%Q2 2017Q1 20184
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
OPTIMUM INVESTMENT ADVISORS 440.03%0.04%0.04%Q1 2014Q4 20144
BB&T INVESTMENT SERVICES, INC. 440.01%0.02%0.04%Q1 2017Q4 20174
Lebenthal Asset Management, LLC 440.02%0.04%0.05%Q2 2016Q1 20174
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Desjardins Global Asset Management Inc. 440.00%0.00%0.01%Q2 2022Q1 20234
DC Investments Management, LLC 441.45%1.48%1.51%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 310.00%0.00%0.00%Q1 2022Q1 20234
Wealthsimple Inc. 440.05%0.05%0.05%Q4 2021Q3 20224
Baltimore-Washington Financial Advisors, Inc. 440.00%0.01%0.02%Q4 2013Q3 20144
SENTINEL TRUST CO LBA 440.07%0.08%0.10%Q2 2013Q1 20144
ETF MANAGERS GROUP, LLC 440.00%0.00%0.01%Q3 2018Q2 20194
Hirtle Callaghan & Co LLC 440.12%0.14%0.16%Q3 2013Q2 20144
FIRST INTERSTATE BANK 440.00%0.00%0.00%Q3 2015Q2 20164
HARBOUR INVESTMENTS, INC. 440.00%0.05%0.07%Q1 2021Q4 20214
EFG Asset Management (Americas) Corp. 220.01%0.05%0.12%Q4 2013Q4 20174
NVWM, LLC 440.14%0.15%0.16%Q4 2022Q3 20234
GUARDIAN CAPITAL ADVISORS LP 310.02%0.02%0.03%Q3 2020Q3 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Hefty Wealth Partners 440.00%0.39%0.58%Q1 2017Q4 20174
Sowell Financial Services LLC 210.00%0.04%0.06%Q1 2019Q1 20214
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20234
Legacy Bridge, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Jane Street Holding, LLC 220.01%0.07%0.24%Q3 2013Q4 20134
McIlrath & Eck, LLC 440.00%0.03%0.06%Q4 2017Q3 20184
CAMBRIDGE TRUST CO 440.10%0.28%0.35%Q4 2022Q3 20234
Thiel Macro LLC 310.33%0.44%0.56%Q4 2014Q4 20184
Polianta Ltd 315.46%6.58%7.88%Q4 2021Q4 20224
Sepio Capital, LP 440.06%0.35%0.47%Q1 2022Q4 20224
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q3 2014Q2 20154
WILMINGTON TRUST CO 440.01%0.01%0.01%Q3 2013Q2 20144
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.01%Q1 2020Q2 20224
Foothills Asset Management, Ltd. 441.66%1.71%1.79%Q2 2016Q1 20174
THOMPSON SIEGEL & WALMSLEY LLC 440.00%0.00%0.00%Q4 2014Q3 20154
AFAM CAPITAL, INC. 220.05%0.14%0.22%Q4 2016Q3 20184
Privium Fund Management (UK) Ltd 441.40%1.83%2.92%Q4 2022Q3 20234
NSI Retail Advisors, LLC 444.53%5.10%5.39%Q2 2021Q1 20224
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20224
PATTEN & PATTEN INC/TN 440.17%0.33%0.59%Q2 2013Q1 20144
LINDEN ADVISORS LP 220.13%0.51%1.09%Q4 2014Q4 20154
Crewe Advisors LLC 440.01%0.03%0.09%Q2 2022Q1 20234
HYMAN CHARLES D 210.01%0.02%0.02%Q4 2019Q1 20224
Cobble Hill Financial Services, INC 440.18%1.26%1.74%Q1 2013Q4 20134
Coppell Advisory Solutions LLC 210.00%0.14%0.55%Q4 2020Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.00%0.01%0.01%Q2 2013Q1 20144
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Institute for Wealth Management, LLC. 440.06%0.10%0.18%Q2 2013Q1 20144
Versant Capital Management, Inc 440.01%0.01%0.01%Q4 2015Q3 20164
BW Gestao de Investimentos Ltda. 440.65%0.85%1.04%Q4 2013Q3 20144
FIELDPOINT PRIVATE ADVISORS, INC 220.52%1.25%2.28%Q2 2013Q1 20174
RPG Investment Advisory, LLC 440.06%0.28%0.38%Q4 2015Q3 20164
TWO SIGMA INVESTMENTS, LP 310.00%0.01%0.03%Q3 2013Q4 20194
ROCKY MOUNTAIN ADVISERS, LLC 440.42%0.45%0.51%Q4 2013Q3 20144
MGO ONE SEVEN LLC 210.02%0.04%0.05%Q4 2017Q3 20214
TAP Consulting, LLC 330.38%0.41%0.43%Q1 2023Q3 20233
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
MACQUARIE GROUP LTD 330.00%0.00%0.00%Q1 2023Q3 20233
Aveo Capital Partners, LLC 210.08%0.10%0.11%Q4 2019Q4 20213
CAPSTONE ASSET MANAGEMENT CO 330.02%0.02%0.02%Q3 2016Q1 20173
Evercore Wealth Management, LLC 210.00%0.00%0.00%Q1 2015Q1 20173
SUNTRUST BANKS INC 330.00%0.01%0.02%Q1 2019Q3 20193
NorthCrest Asset Manangement, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
AVALON CAPITAL MANAGEMENT 330.52%1.12%1.47%Q2 2016Q4 20163
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q1 2015Q3 20163
Orbitronix, LP 221.81%2.66%3.16%Q3 2015Q4 20153
CVA Family Office, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
BRADLEY FOSTER & SARGENT INC/CT 330.01%0.01%0.01%Q3 2016Q1 20173
Hightower 6M Holding, LLC 330.76%0.77%0.80%Q1 2022Q3 20223
TFB Advisors LLC 330.17%0.23%0.26%Q4 2022Q2 20233
Arrow Investment Advisors, LLC 210.89%1.51%2.12%Q3 2014Q3 20163
TWO SIGMA ADVISERS, LP 210.00%0.00%0.00%Q2 2019Q2 20213
SENTINEL PENSION ADVISORS INC 330.36%0.37%0.38%Q1 2023Q3 20233
COMMERZBANK AKTIENGESELLSCHAFT /FI 330.00%0.00%0.00%Q3 2015Q1 20163
Susquehanna International Group Ltd. 210.18%0.87%2.17%Q3 2021Q3 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Destination Wealth Management 330.00%0.00%0.00%Q1 2018Q3 20183
Mercer Investments LLC 3314.44%28.34%45.06%Q2 2013Q4 20133
Rampart Investment Management Company, LLC 210.18%0.34%0.67%Q3 2019Q3 20203
CreativeOne Wealth, LLC 210.02%0.08%0.12%Q3 2021Q4 20223
BOSTON FINANCIAL MANGEMENT LLC 330.43%0.46%0.48%Q2 2016Q4 20163
MOTCO 330.00%0.00%0.00%Q2 2013Q4 20133
Alpine Global Management, LLC 210.25%0.39%0.58%Q1 2017Q4 20173
Y-Intercept (Hong Kong) Ltd 330.04%0.07%0.12%Q1 2022Q3 20223
Chesley Taft & Associates LLC 330.09%0.10%0.10%Q2 2013Q4 20133
Cedar Mountain Advisors, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
RATIONAL ADVISORS LLC 110.03%0.17%0.27%Q2 2009Q4 20103
MAI Capital Management 330.02%0.02%0.04%Q4 2014Q2 20153
Sonoma Private Wealth LLC 330.53%0.55%0.59%Q1 2023Q3 20233
Metis Global Partners, LLC 210.07%0.16%0.30%Q2 2022Q1 20233
M Holdings Securities, Inc. 330.30%0.31%0.32%Q4 2014Q2 20153
BEACON TRUST CO 330.04%0.04%0.04%Q2 2013Q4 20133
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Smith Affiliated Capital Corp. 110.10%0.20%0.37%Q2 2011Q2 20143
BALYASNY ASSET MANAGEMENT L.P. 210.01%0.01%0.03%Q1 2018Q3 20213
KESTRA PRIVATE WEALTH SERVICES, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
GUGGENHEIM CAPITAL LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Cornerstone Wealth Management, LLC 210.01%0.10%0.25%Q1 2017Q3 20183
COMERICA BANK 210.01%0.02%0.04%Q2 2013Q3 20233
DT Investment Partners, LLC 330.12%0.13%0.14%Q2 2013Q4 20133
MMA ASSET MANAGEMENT LLC 330.39%0.85%1.10%Q1 2022Q3 20223
PANAGORA ASSET MANAGEMENT INC 330.00%0.00%0.00%Q2 2013Q4 20133
Hoxton Financial, Inc. 210.00%0.00%0.00%Q4 2013Q4 20143
Lumature Wealth Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Chanos & Co LP 331.08%1.18%1.33%Q2 2018Q4 20183
Arete Wealth Advisors, LLC 330.19%0.34%0.63%Q4 2013Q2 20143
Centric Wealth Management 110.89%0.89%0.89%Q3 2019Q3 20203
Kavar Capital Partners, LLC 210.00%0.00%0.00%Q1 2014Q3 20153
Willow Street Advisors LLC 331.85%2.05%2.20%Q2 2013Q4 20133
Invictus RG 211.57%2.69%4.23%Q1 2020Q1 20213
ELEMENT POINTE ADVISORS, LLC 330.11%2.57%3.84%Q2 2022Q4 20223
Fiduciary Trust Co International of Pennsylvania 330.02%0.02%0.03%Q2 2013Q4 20133
OXFORD ASSET MANAGEMENT LLP 330.02%0.03%0.04%Q1 2017Q3 20173
Ruggie Capital Group 330.02%0.02%0.02%Q4 2014Q2 20153
SkyView Investment Advisors, LLC 330.25%0.26%0.27%Q1 2022Q3 20223
BerganKDV Wealth Management, LLC 210.00%0.00%0.00%Q3 2021Q1 20233
BARINGS LLC 330.01%0.01%0.02%Q3 2016Q1 20173
Legacy Private Trust Co. 330.08%0.27%0.60%Q2 2014Q4 20143
GAM Holding AG 330.01%0.02%0.03%Q2 2016Q4 20163
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
TUDOR INVESTMENT CORP ET AL 210.02%0.04%0.06%Q3 2022Q3 20233
AXS Investments LLC 330.12%0.13%0.13%Q2 2022Q4 20223
Riggs Asset Managment Co. Inc. 210.00%0.43%0.70%Q3 2016Q2 20223
Capital One Investing, Inc. 330.06%0.09%0.12%Q1 2019Q3 20193
BOKF, NA 210.00%0.00%0.00%Q3 2017Q2 20233
COLDSTREAM CAPITAL MANAGEMENT INC 330.07%0.07%0.08%Q2 2013Q4 20133
MD Financial Management Inc. 330.07%0.08%0.08%Q4 2020Q2 20213
Glass Jacobson Investment Advisors llc 210.02%0.02%0.02%Q4 2022Q3 20233
Manifold Partners, LLC 210.96%2.85%3.93%Q1 2016Q4 20163
Prime Capital Investment Advisors, LLC 110.01%0.11%0.29%Q4 2018Q2 20213
Kelman-Lazarov, Inc. 330.01%0.01%0.01%Q1 2016Q3 20163
First Allied Asset Management, Inc. 330.60%0.77%0.88%Q2 2013Q4 20133
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q1 20213
INVESTMENT CENTERS OF AMERICA INC 210.11%0.16%0.24%Q2 2013Q1 20143
Nationwide Fund Advisors 330.00%0.00%0.00%Q1 2014Q3 20143
Tevis Investment Management 330.04%0.05%0.05%Q1 2022Q3 20223
Bray Capital Advisors 330.58%0.99%1.22%Q4 2014Q2 20153
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Alexandria Capital, LLC 330.00%0.02%0.03%Q2 2013Q4 20133
Columbus Macro, LLC 210.23%0.33%0.50%Q1 2018Q2 20213
Bangor Savings Bank 330.00%0.00%0.00%Q1 2023Q3 20233
Brookstone Capital Management 210.00%0.89%2.65%Q3 2014Q3 20153
XL Group Investments Ltd 332.28%2.42%2.54%Q4 2016Q2 20173
Keebeck Wealth Management, LLC 330.01%0.12%0.17%Q4 2019Q2 20203
MCF Advisors LLC 210.00%0.01%0.01%Q1 2016Q1 20203
IFC Holdings Incorporated/FL 330.08%0.12%0.17%Q2 2013Q4 20133
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
R & A Capital Management, LLC 220.53%0.54%0.54%Q2 2013Q3 20132
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Headlands Technologies LLC 110.04%0.24%0.44%Q4 2022Q3 20232
MYCIO WEALTH PARTNERS, LLC 110.00%0.01%0.02%Q2 2013Q4 20192
STOCK YARDS BANK & TRUST CO 220.03%0.03%0.03%Q3 2017Q4 20172
J.W. COLE ADVISORS, INC. 110.02%0.05%0.09%Q4 2019Q3 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Baltimore-Washington Financial Advisors Inc. 220.00%0.02%0.03%Q2 2013Q3 20132
Executive Wealth Management, LLC 220.00%0.02%0.04%Q2 2019Q3 20192
Lee Financial Co 110.00%0.00%0.00%Q1 2023Q3 20232
Hexavest Inc. 220.01%0.01%0.01%Q3 2019Q4 20192
Shaolin Capital Management LLC 220.05%0.09%0.13%Q1 2019Q2 20192
Verity Asset Management, Inc. 220.23%0.23%0.24%Q3 2014Q4 20142
Y.D. More Investments Ltd 220.01%0.01%0.01%Q4 2022Q1 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Fulcrum Equity Management 110.08%0.11%0.13%Q4 2020Q2 20212
TRUST CO OF OKLAHOMA 220.09%0.10%0.11%Q4 2022Q1 20232
Stone Toro Investment Advisers, LP 110.23%0.35%0.47%Q2 2013Q4 20132
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
CITY NATIONAL BANK 220.00%0.00%0.00%Q2 2014Q3 20142
SILVERCREST ASSET MANAGEMENT GROUP LLC 220.00%0.00%0.01%Q4 2015Q1 20162
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Virtus Investment Advisers, Inc. 220.34%0.34%0.35%Q4 2016Q1 20172
Deane Retirement Strategies, Inc. 222.06%2.18%2.30%Q1 2021Q2 20212
Alaska Wealth Advisors 220.01%0.01%0.01%Q2 2023Q3 20232
STABLEFORD CAPITAL II LLC 220.61%1.60%2.59%Q4 2016Q1 20172
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
COLUMBIA CAPITAL LLC 224.38%4.48%4.58%Q2 2013Q3 20132
Ayalon Insurance Comp Ltd. 220.73%0.78%0.84%Q1 2015Q2 20152
O'Dell Group, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Financial Gravity Companies, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
University of Southern California 222.52%2.57%2.63%Q1 2013Q2 20132
LILLEY & CO 220.12%0.12%0.13%Q2 2013Q3 20132
STANCORP INVESTMENT ADVISERS INC 220.10%0.10%0.11%Q4 2014Q1 20152
Vestpro Financial Partners, Inc. dba CPF Texas 110.26%0.28%0.30%Q4 2017Q3 20182
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2018Q4 20182
CCM INVESTMENT ADVISERS LLC 220.05%0.05%0.05%Q2 2013Q3 20132
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2021Q2 20222
iA Global Asset Management Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
Richard C. Young & CO., LTD. 220.12%0.12%0.12%Q2 2013Q3 20132
Dorsey Wright & Associates 110.12%0.88%1.64%Q3 2014Q1 20172
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
AGF INVESTMENTS INC. 220.01%0.01%0.01%Q4 2018Q1 20192
Stadion Money Management, LLC 110.02%0.68%1.32%Q1 2016Q1 20212
CENTRAL BANK & TRUST CO 220.01%0.01%0.01%Q1 2021Q2 20212
Russell Investments Group, Ltd. 220.01%0.01%0.01%Q2 2023Q3 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
BlueCrest Capital Management Ltd 110.13%0.66%1.18%Q1 2022Q1 20222
First Capital Advisors Group, LLC. 220.65%0.71%0.76%Q2 2022Q3 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
WealthBridge Capital Management, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
Horizon Investments, LLC 110.00%0.11%0.22%Q2 2022Q3 20232
Strategic Capital Alternatives LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Clear Perspective Advisors, LLC 220.11%0.12%0.12%Q2 2017Q3 20172
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Perella Weinberg Partners Capital Management LP 220.06%0.07%0.07%Q1 2019Q2 20192
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.03%Q2 2013Q3 20132
WealthShield Partners, LLC 110.00%0.01%0.02%Q3 2020Q1 20232
Investors Research Corp 220.00%0.00%0.00%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 110.01%0.01%0.02%Q4 2019Q1 20222
Sather Financial Group Inc 220.05%0.05%0.05%Q1 2018Q2 20182
Camarda Financial Advisors, LLC 110.00%0.00%0.01%Q2 2013Q4 20172
Roble, Belko & Company, Inc 220.00%0.00%0.00%Q4 2016Q1 20172
EPG Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Friedenthal Financial 113.57%4.69%5.81%Q3 2014Q3 20212
Advisors Preferred, LLC 220.04%0.05%0.06%Q3 2021Q4 20212
Claraphi Advisory Network, LLC 110.00%0.01%0.01%Q3 2019Q1 20202
ROPES WEALTH ADVISORS LLC 110.00%0.01%0.01%Q4 2017Q2 20192
Efficient Market Advisors, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Man Group plc 220.00%0.01%0.02%Q3 2018Q4 20182
HighVista Strategies LLC 220.02%0.02%0.03%Q2 2013Q3 20132
Koshinski Asset Management, Inc. 110.00%0.03%0.06%Q4 2019Q1 20222
Wilmington Trust, National Association 220.01%0.01%0.02%Q2 2013Q3 20132
SEI TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
QUATTRO FINANCIAL ADVISORS LLC 110.00%0.02%0.03%Q1 2017Q1 20182
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q2 20202
Crossmark Global Holdings, Inc. 220.01%0.01%0.01%Q2 2018Q3 20182
BAILARD, INC. 220.05%0.06%0.06%Q2 2014Q3 20142
DAVENPORT & Co LLC 220.01%0.01%0.01%Q4 2022Q1 20232
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.01%0.01%0.01%Q3 2015Q4 20152
SAX WEALTH ADVISORS, LLC 220.05%0.06%0.06%Q3 2021Q4 20212
Hilltop Holdings Inc. 110.06%0.65%1.24%Q4 2019Q4 20212
TIEDEMANN ADVISORS, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Raab & Moskowitz Asset Management LLC 220.09%0.10%0.10%Q2 2022Q3 20222
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2015Q1 20162
ROOSEVELT INVESTMENT GROUP LLC 220.03%0.04%0.04%Q3 2013Q4 20132
Cornerstone Advisors, Inc. 220.32%0.32%0.32%Q1 2016Q2 20162
Beaumont Capital Management, LLC 220.38%0.46%0.55%Q3 2021Q4 20212
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q1 20232
LGT Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
CONTINENTAL ADVISORS LLC 220.38%0.41%0.44%Q1 2016Q2 20162
Quantitative Advantage, LLC 114.02%4.02%4.02%Q3 2014Q3 20141
Procyon Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Lombard Odier Asset Management (Switzerland) SA 110.32%0.32%0.32%Q4 2014Q4 20141
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Lomas Capital Management, LLC 110.48%0.48%0.48%Q3 2015Q3 20151
Glassman Wealth Services 110.08%0.08%0.08%Q3 2016Q3 20161
CHARLES STEWART MOTT FOUNDATION 110.02%0.02%0.02%Q3 2015Q3 20151
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.13%0.13%0.13%Q4 2022Q4 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Graves Light Lenhart Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Dynamic Advisor Solutions LLC 110.46%0.46%0.46%Q4 2019Q4 20191
First Heartland Consultants, Inc. 110.07%0.07%0.07%Q2 2013Q2 20131
ROBERTSON STEPHENS ADVISORS LLC 110.99%0.99%0.99%Q4 2016Q4 20161
Paradigm Financial Advisors, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Shay Capital LLC 110.07%0.07%0.07%Q2 2022Q2 20221
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Nilsine Partners, LLC 110.82%0.82%0.82%Q1 2023Q1 20231
Bramshill Investments, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ground Swell Capital, LLC 110.42%0.42%0.42%Q3 2014Q3 20141
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Royal Fund Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
ClearBridge Investments 110.00%0.00%0.00%Q2 2013Q2 20131
TimeScale Financial, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sierra Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ADVISOR CONSULTANT NETWORK INC 110.19%0.19%0.19%Q3 2016Q3 20161
Castellan Group 111.04%1.04%1.04%Q4 2020Q4 20201
Oak Point Wealth Management 110.26%0.26%0.26%Q4 2017Q4 20171
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Compass Efficient Model Portfolios, LLC 115.96%5.96%5.96%Q3 2013Q3 20131
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST HORIZON CORP 110.01%0.01%0.01%Q2 2013Q2 20131
Lebenthal Holdings,LLC 110.03%0.03%0.03%Q2 2016Q2 20161
Brevan Howard Capital Management LP 111.67%1.67%1.67%Q3 2013Q3 20131
Ellevest, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Lido Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Catamount Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Oasis Management Co Ltd. 113.45%3.45%3.45%Q2 2018Q2 20181
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Soros Fund Management 110.05%0.05%0.05%Q3 2023Q3 20231
DIMENSION CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Graham Capital Management, L.P. 110.20%0.20%0.20%Q3 2013Q3 20131
Texas Capital Bank Wealth Management Services Inc 110.02%0.02%0.02%Q1 2022Q1 20221
WADE G W & INC 110.07%0.07%0.07%Q4 2014Q4 20141
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2013Q4 20131
TradeLink Capital LLC 110.50%0.50%0.50%Q3 2016Q3 20161
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
AEGON USA Investment Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Financial Sense Advisors, Inc. 110.17%0.17%0.17%Q3 2016Q3 20161
Financial & Tax Architects, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
CAPSTONE INVESTMENT ADVISORS, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Essex Savings Bank 110.01%0.01%0.01%Q4 2018Q4 20181
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
ALLSTATE INVESTMENT MANAGEMENT CO 110.16%0.16%0.16%Q4 2022Q4 20221
Stevens First Principles Investment Advisors 110.03%0.03%0.03%Q1 2016Q1 20161
Polar Asset Management Partners Inc. 110.22%0.22%0.22%Q2 2020Q2 20201
Signature Financial Management, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Intellectus Partners, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
IAM Advisory, LLC 110.51%0.51%0.51%Q2 2021Q2 20211
Ballentine Partners, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
JOYN Advisors, Inc. 110.11%0.11%0.11%Q4 2013Q4 20131
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
QCM Cayman, Ltd. 110.36%0.36%0.36%Q3 2020Q3 20201
CAZENOVE CAPITAL MANAGEMENT LTD 110.02%0.02%0.02%Q2 2013Q2 20131
Eudaimonia Partners, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
RWA WEALTH PARTNERS, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
TLW Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Sequoia Financial Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
K2 PRINCIPAL FUND, L.P. 110.71%0.71%0.71%Q3 2022Q3 20221
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2020Q3 20201
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
TEACHERS ADVISORS, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OLD MISSION CAPITAL, LLC 111.76%1.76%1.76%Q4 2016Q4 20161
Price Capital Management, Inc. 110.06%0.06%0.06%Q4 2017Q4 20171
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Ironvine Capital Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Visionary Asset Management, Inc. 110.21%0.21%0.21%Q3 2013Q3 20131
CPWM, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Industrial Alliance Investment Management Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.02%Q3 2018Q3 20181
SOCIETE GENERALE 110.22%0.22%0.22%Q2 2016Q2 20161
Strategic Value Partners, LLC 1110.97%10.97%10.97%Q2 2023Q2 20231
LionEye Capital Management LLC 111.06%1.06%1.06%Q2 2013Q2 20131
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2017Q2 20171
BPV Resources, LLC 112.58%2.58%2.58%Q2 2015Q2 20151
Capital Asset Advisory Services LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Bluefin Trading, LLC 110.27%0.27%0.27%Q1 2014Q1 20141
Acropolis Investment Management, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
NTV ASSET MANAGEMENT LLC 110.11%0.11%0.11%Q2 2013Q2 20131
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EdgePoint Investment Group Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Hilton Capital Management, LLC 111.72%1.72%1.72%Q1 2021Q1 20211
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2017Q2 20171
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Highmount Capital, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
RHUMBLINE ADVISERS 110.00%0.00%0.00%Q3 2023Q3 20231
Clarus Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Maven Securities LTD 110.01%0.01%0.01%Q1 2021Q1 20211
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
SYON CAPITAL LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SVB WEALTH LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 1117.52%17.52%17.52%Q1 2016Q1 20161
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Crestone Asset Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Genesee Capital Advisors, LLC 110.51%0.51%0.51%Q2 2021Q2 20211
IBERIABANK CORP 110.23%0.23%0.23%Q4 2012Q4 20121
PRW Wealth Management LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Corbenic Partners LLC 110.02%0.02%0.02%Q3 2017Q3 20171
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lombard Odier Asset Management (USA) Corp 110.05%0.05%0.05%Q3 2022Q3 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SMITH CHAS P & ASSOCIATES PA CPAS 110.04%0.04%0.04%Q1 2016Q1 20161
Weiss Multi-Strategy Advisers LLC 110.02%0.02%0.02%Q2 2020Q2 20201
High Falls Advisors, Inc 110.01%0.01%0.01%Q1 2016Q1 20161
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q3 2014Q3 20141
State of Wyoming 110.94%0.94%0.94%Q3 2023Q3 20231
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 111.30%1.30%1.30%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Empirical Finance, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Camelot Portfolios, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Dynamic Technology Lab Private Ltd 110.04%0.04%0.04%Q1 2022Q1 20221
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q2 2015Q2 20151
GENWORTH FINANCIAL INC 110.96%0.96%0.96%Q2 2013Q2 20131
Krilogy Financial LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Foyston, Gordon, & Payne Inc 110.04%0.04%0.04%Q4 2019Q4 20191
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
United Asset Strategies, Inc. 110.18%0.18%0.18%Q1 2022Q1 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Jaffetilchin Investment Partners, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Estabrook Capital Management 110.00%0.00%0.00%Q2 2013Q2 20131
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2021Q4 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Avalon Global Asset Management LLC 115.23%5.23%5.23%Q2 2017Q2 20171
CR Intrinsic Investors, LLC 110.55%0.55%0.55%Q1 2014Q1 20141
Independent Portfolio Consultants, Inc. 110.08%0.08%0.08%Q3 2014Q3 20141
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q3 2023Q3 20231
Serengeti Asset Management LP 111.95%1.95%1.95%Q1 2015Q1 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OLD DOMINION CAPITAL MANAGEMENT INC 111.24%1.24%1.24%Q2 2013Q2 20131
Triangle Securities Wealth Management 110.01%0.01%0.01%Q2 2013Q2 20131
TWIN FOCUS CAPITAL PARTNERS, LLC 110.12%0.12%0.12%Q3 2014Q3 20141
First Personal Financial Services 110.00%0.00%0.00%Q2 2021Q2 20211
GALAXY CAPITAL TRADING LTD 110.50%0.50%0.50%Q3 2013Q3 20131
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Carnegie Capital Asset Management, LLC 110.32%0.32%0.32%Q2 2013Q2 20131
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
All Season Financial Advisors, Inc. 111.90%1.90%1.90%Q1 2022Q1 20221
Winfield Associates, Inc. 110.04%0.04%0.04%Q4 2013Q4 20131
DRW SECURITIES, L.L.C. 110.07%0.07%0.07%Q3 2022Q3 20221
Larson Financial Group LLC 110.01%0.01%0.01%Q3 2021Q3 20211
LITTLE HOUSE CAPITAL LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
HUSSMAN STRATEGIC ADVISORS, INC. 110.16%0.16%0.16%Q3 2014Q3 20141
GIRARD PARTNERS LTD. 110.04%0.04%0.04%Q2 2021Q2 20211
WealthOne, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
Cerity Partners LLC 110.02%0.02%0.02%Q4 2017Q4 20171
MEITAV INVESTMENT HOUSE LTD 110.43%0.43%0.43%Q2 2022Q2 20221
Biltmore Family Office, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Intelligence Driven Advisers, LLC 110.26%0.26%0.26%Q2 2019Q2 20191
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.01%0.01%0.01%Q4 2013Q4 20131
Andromeda Capital LLC 110.99%0.99%0.99%Q2 2013Q2 20131
VALLEY WEALTH MANAGERS, INC. 110.61%0.61%0.61%Q2 2013Q2 20131
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
Stonehage Fleming Financial Services Holdings Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
Twin Tree Management, LP 110.01%0.01%0.01%Q4 2019Q4 20191
QS Investors, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
VIRGINIA RETIREMENT SYSTEM 110.03%0.03%0.03%Q1 2016Q1 20161
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Legacy Capital Group California, Inc. 110.18%0.18%0.18%Q1 2023Q1 20231
Guild Investment Management, Inc. 116.84%6.84%6.84%Q2 2014Q2 20141
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.30%0.30%0.30%Q4 2017Q4 20171
Peak Asset Management, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Numeric Investors LLC 110.03%0.03%0.03%Q3 2017Q3 20171
TradeLink Global Equity LLC 110.17%0.17%0.17%Q3 2014Q3 20141
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MKD WEALTH COACHES, LLC 112.32%2.32%2.32%Q4 2019Q4 20191
Detwiler Fenton Investment Management LLC 110.53%0.53%0.53%Q1 2011Q1 20111
Jacobus Wealth Management, Inc. 110.05%0.05%0.05%Q2 2013Q2 20131
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cambria Investment Management, L.P. 110.19%0.19%0.19%Q1 2017Q1 20171
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
WEXFORD CAPITAL LP 110.98%0.98%0.98%Q1 2021Q1 20211
Strategic Global Advisors, LLC 110.47%0.47%0.47%Q2 2015Q2 20151
Bowling Portfolio Management LLC 110.05%0.05%0.05%Q4 2020Q4 20201
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
J. Goldman & Co LP 110.06%0.06%0.06%Q1 2022Q1 20221
Braver Wealth Management, LLC 110.60%0.60%0.60%Q4 2016Q4 20161
Privium Fund Management B.V. 110.41%0.41%0.41%Q2 2023Q2 20231
External links

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