ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.01%Q2 2013Q3 202349
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.03%0.05%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.07%0.21%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
BlackRock Inc. 42420.01%0.03%0.13%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.04%0.07%Q2 2013Q3 202342
HighTower Advisors, LLC 3470.00%0.02%0.03%Q2 2013Q3 202341
CITIGROUP INC 26150.00%0.00%0.00%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.02%0.14%0.96%Q2 2013Q3 202341
Cetera Advisors LLC 40400.02%0.10%0.32%Q4 2013Q3 202340
JPMORGAN CHASE & CO 3450.00%0.00%0.00%Q2 2013Q3 202339
Private Advisor Group, LLC 3810.01%0.06%0.14%Q4 2013Q3 202339
Cambridge Investment Research Advisors, Inc. 38380.01%0.04%0.09%Q2 2014Q3 202338
BANK OF MONTREAL /CAN/ 2020.00%0.01%0.07%Q4 2013Q3 202337
ALLIANCEBERNSTEIN L.P. 37370.00%0.01%0.06%Q3 2014Q3 202337
SEI INVESTMENTS CO 36360.19%0.44%0.59%Q4 2014Q3 202336
UBS Group AG 36360.01%0.02%0.02%Q4 2014Q3 202336
Mariner, LLC 36360.03%0.81%2.46%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 36360.00%0.03%0.20%Q4 2014Q3 202336
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36360.03%0.71%3.10%Q4 2014Q3 202336
Argent Trust Co 36360.01%0.12%0.42%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2330.00%0.03%0.10%Q2 2013Q3 202336
GLENMEDE TRUST CO NA 21140.00%0.01%0.12%Q4 2014Q3 202335
Janney Montgomery Scott LLC 3050.00%0.02%0.09%Q3 2014Q3 202335
Cetera Advisor Networks LLC 35350.02%0.24%0.68%Q1 2015Q3 202335
PRUDENTIAL PLC 35350.02%0.41%1.30%Q1 2015Q3 202335
BESSEMER GROUP INC 35350.02%0.14%0.43%Q1 2015Q3 202335
Brinker Capital Investments, LLC 2870.01%0.50%2.34%Q2 2013Q2 202235
VICUS CAPITAL 35350.03%0.18%0.58%Q1 2015Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 34340.01%0.03%0.05%Q2 2015Q3 202334
CKW FINANCIAL GROUP 33330.11%0.65%3.79%Q3 2015Q3 202333
Citadel Advisors 610.00%0.00%0.01%Q2 2015Q3 202333
ASPIRIANT, LLC 33333.39%13.09%21.06%Q3 2015Q3 202333
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2720.02%0.37%1.09%Q4 2014Q3 202332
Sigma Planning Corp 32320.05%0.17%0.50%Q4 2015Q3 202332
Bank of New York Mellon Corp 32320.00%0.00%0.00%Q4 2015Q3 202332
Arcus Capital Partners, LLC 32320.39%3.82%6.69%Q4 2015Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 3020.00%0.00%0.01%Q1 2015Q3 202332
US BANCORP \DE\ 31310.00%0.01%0.04%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.04%0.13%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.02%0.09%0.30%Q1 2016Q3 202331
FAS Wealth Partners, Inc. 2470.06%9.13%28.40%Q2 2014Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.03%0.14%Q4 2015Q3 202331
Advisory Services Network, LLC 2740.01%0.12%0.32%Q4 2015Q3 202331
STIFEL FINANCIAL CORP 20110.00%0.00%0.01%Q4 2015Q3 202331
Snowden Capital Advisors LLC 2280.02%0.05%0.16%Q1 2016Q3 202330
High Falls Advisors, Inc 2910.06%2.77%7.90%Q1 2016Q3 202330
J.P. Morgan Private Wealth Advisors LLC 30300.01%0.03%0.07%Q2 2016Q3 202330
Capital Analysts, LLC 30300.00%0.07%0.15%Q2 2016Q3 202330
First Heartland Consultants, Inc. 29290.02%0.21%0.76%Q3 2016Q3 202329
Creative Planning 1380.00%0.00%0.01%Q2 2013Q3 202329
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16130.00%0.08%0.26%Q4 2014Q3 202329
Sargent Bickham Lagudis LLC 28280.02%0.03%0.08%Q1 2016Q4 202228
Atria Investments, Inc 1330.03%0.09%0.29%Q2 2014Q3 202228
SCOTIA CAPITAL INC. 2110.00%0.05%0.09%Q2 2015Q1 202328
COMERICA BANK 2710.00%0.01%0.05%Q2 2016Q3 202328
CWM, LLC 2080.00%0.00%0.01%Q3 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.08%0.35%Q2 2013Q4 201927
CIBC WORLD MARKET INC. 2310.00%0.01%0.02%Q2 2016Q3 202327
QS Investors, LLC 27270.00%0.02%0.04%Q4 2014Q2 202127
JANE STREET GROUP, LLC 610.00%0.05%0.28%Q1 2014Q3 202327
Pacific Center for Financial Services 2430.04%0.26%0.54%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.03%0.11%Q4 2016Q3 202327
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.15%Q2 2017Q3 202326
Millburn Ridgefield Corp 26260.00%0.02%0.11%Q4 2016Q1 202326
Van Hulzen Asset Management, LLC 25250.03%0.12%0.28%Q3 2017Q3 202325
AE Wealth Management LLC 1870.01%0.05%0.27%Q1 2017Q3 202325
LANDAAS & CO /WI /ADV 25250.13%0.42%0.69%Q3 2017Q3 202325
OLD MISSION CAPITAL LLC 1110.01%0.13%0.62%Q1 2015Q3 202325
AXA S.A. 24240.01%0.01%0.02%Q4 2013Q3 201924
STEPHENS INC /AR/ 2220.04%0.17%0.23%Q3 2013Q3 202324
Mascoma Wealth Management LLC 12120.02%0.08%0.18%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.06%0.09%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.59%1.19%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.06%0.48%1.25%Q4 2017Q3 202324
1832 Asset Management L.P. 1610.00%0.06%0.26%Q1 2017Q3 202324
PDS Planning, Inc 24240.05%0.35%0.92%Q4 2017Q3 202324
LVW Advisors, LLC 23230.06%0.94%2.22%Q1 2018Q3 202323
Kingsview Wealth Management, LLC 1760.06%0.10%0.17%Q4 2017Q3 202323
Ackerman Capital Advisors, LLC 2010.07%3.60%6.50%Q2 2017Q3 202323
Stratos Wealth Partners, LTD. 2120.00%0.02%0.06%Q4 2017Q3 202323
B. Riley Wealth Advisors, Inc. 2110.00%0.06%0.11%Q2 2014Q1 202223
Keystone Financial Group 2020.06%1.30%6.72%Q1 2018Q3 202322
Parisi Gray Wealth Management 1910.10%0.14%0.17%Q4 2017Q3 202322
Regal Wealth Group, Inc. 22220.01%0.27%2.16%Q4 2015Q1 202122
Simplicity Solutions, LLC 1020.01%0.08%0.38%Q1 2017Q2 202322
STRINGER ASSET MANAGEMENT, LLC 1240.82%5.53%10.88%Q2 2014Q3 202222
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
WP Advisors, LLC 21210.11%0.16%0.27%Q3 2018Q3 202321
Lester Murray Antman dba SimplyRich 850.33%0.60%1.17%Q4 2017Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.08%1.57%Q3 2018Q3 202321
Financial Advocates Investment Management 21210.02%0.07%0.25%Q4 2017Q4 202221
Baird Financial Group, Inc. 21210.00%0.00%0.01%Q3 2018Q3 202321
V Wealth Advisors LLC 1110.05%0.08%0.13%Q2 2017Q2 202320
StrategIQ Financial Group, LLC 20200.11%0.21%0.29%Q4 2018Q3 202320
BROWN ADVISORY INC 20200.00%0.01%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Financial Architects, Inc 1640.02%0.05%0.14%Q3 2016Q2 202320
Graves Light Lenhart Wealth, Inc. 20200.41%0.58%0.80%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.29%1.49%3.38%Q4 2017Q4 202220
Belpointe Asset Management LLC 1620.04%0.07%0.14%Q3 2017Q1 202320
Capital Investment Advisory Services, LLC 20200.04%0.07%0.15%Q4 2018Q3 202320
Mutual Advisors, LLC 1190.01%0.11%0.48%Q4 2017Q3 202320
WINTRUST INVESTMENTS LLC 1190.08%1.52%4.19%Q3 2018Q3 202320
Brookstone Capital Management 1910.00%0.04%0.16%Q3 2015Q3 202320
Cedar Brook Financial Partners, LLC 20200.26%0.40%0.58%Q4 2018Q3 202320
Patriot Financial Group Insurance Agency, LLC 1430.01%0.09%0.21%Q4 2016Q3 202320
Well Done, LLC 20200.03%1.84%2.12%Q4 2018Q3 202320
Mandatum Life Insurance Co Ltd 1630.08%0.25%0.76%Q4 2015Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.04%0.06%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BOKF, NA 1210.00%0.01%0.02%Q3 2017Q4 202219
CREDIT SUISSE AG/ 1110.00%0.03%0.59%Q3 2015Q3 202319
LEVEL FOUR ADVISORY SERVICES, LLC 19190.04%0.16%0.26%Q4 2016Q2 202119
Western Wealth Management, LLC 1180.02%0.12%0.34%Q4 2018Q3 202319
SEARCY FINANCIAL SERVICES INC /ADV 19195.88%10.27%14.08%Q1 2019Q3 202319
Lee Financial Co 19190.00%0.02%0.04%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Steward Partners Investment Advisory, LLC 1810.00%0.02%0.07%Q2 2018Q3 202319
NORTHERN TRUST CORP 19190.00%0.00%0.00%Q1 2019Q3 202319
THOMPSON SIEGEL & WALMSLEY LLC 19190.00%0.00%0.02%Q1 2019Q3 202319
CALTON & ASSOCIATES, INC. 1810.06%0.27%0.58%Q4 2017Q4 202219
FLAGSHIP HARBOR ADVISORS, LLC 18180.10%0.52%1.08%Q4 2016Q1 202118
Private Capital Group, LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
Cutler Group LLC / CA 420.00%0.00%0.01%Q4 2015Q1 202218
Commonwealth Equity Services, Inc 18180.01%0.06%0.13%Q2 2013Q3 201718
JMG Financial Group, Ltd. 18180.02%0.06%0.15%Q3 2016Q4 202018
Tranquility Partners, LLC 18180.12%0.19%0.32%Q2 2019Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.04%0.06%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.02%0.08%0.51%Q1 2019Q2 202318
IRON Financial LLC 18180.00%5.09%8.41%Q2 2019Q3 202318
HUNTINGTON NATIONAL BANK 18180.00%0.00%0.00%Q2 2019Q3 202318
Clearstead Advisors, LLC 1350.02%0.04%0.11%Q4 2018Q3 202318
Parallel Advisors, LLC 18180.00%0.00%0.02%Q2 2019Q3 202318
Jacobi Capital Management LLC 18180.02%0.04%0.06%Q2 2017Q3 202118
PFG Advisors 1350.09%0.37%0.69%Q4 2018Q3 202318
Dynamic Advisor Solutions LLC 18180.05%0.17%0.46%Q2 2019Q3 202318
Summit Financial Wealth Advisors, LLC 18180.09%1.51%3.49%Q2 2019Q3 202318
Ausdal Financial Partners, Inc. 18180.19%0.35%0.65%Q2 2019Q3 202318
Prospera Financial Services Inc 1410.00%0.08%0.24%Q4 2016Q2 202217
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.01%0.01%Q3 2015Q3 201917
WRAPMANAGER INC 17170.74%2.53%2.90%Q3 2019Q3 202317
Barber Financial Group, Inc. 17170.21%1.62%2.53%Q4 2016Q4 202017
Foresight Wealth Management, LLC 17170.02%0.87%3.38%Q4 2018Q4 202217
RIVERSEDGE ADVISORS, LLC 17170.08%0.67%0.83%Q2 2019Q2 202317
Rain Capital Management, LLC 17170.08%1.39%6.20%Q3 2019Q3 202317
PRUDENTIAL FINANCIAL INC 1610.00%0.00%0.00%Q2 2019Q3 202317
NOTTINGHAM ADVISORS, INC. 1340.02%0.07%0.22%Q1 2019Q3 202317
Perigon Wealth Management, LLC 1510.11%0.42%0.92%Q3 2011Q3 202316
Cetera Investment Advisers 16160.02%0.03%0.06%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.03%0.08%0.34%Q4 2019Q3 202316
PICTET ASSET MANAGEMENT LTD 16160.00%0.02%0.03%Q1 2016Q4 201916
BNP PARIBAS FINANCIAL MARKETS 16160.00%0.00%0.00%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.02%0.04%0.06%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16161.06%1.43%2.38%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.11%0.15%0.19%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.07%0.10%0.14%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16161.67%2.93%6.22%Q4 2019Q3 202316
DEUTSCHE BANK AG\ 1210.00%0.00%0.00%Q4 2018Q3 202316
Legacy Financial Advisors, Inc. 970.05%0.17%0.87%Q4 2017Q1 202216
Merit Financial Group, LLC 16160.04%0.14%0.28%Q4 2019Q3 202316
Csenge Advisory Group 16160.02%0.45%1.10%Q4 2019Q3 202316
SHINE INVESTMENT ADVISORY SERVICES INC 16160.77%2.48%3.93%Q4 2016Q3 202016
Capital Advisory Group Advisory Services, LLC 1510.00%0.06%0.11%Q1 2018Q1 202216
Professional Financial Advisors, LLC 16160.76%2.43%8.06%Q4 2019Q3 202316
Symmetry Partners, LLC 1511.76%3.65%9.43%Q1 2019Q4 202316
Equitable Holdings, Inc. 16160.10%0.14%0.20%Q4 2019Q3 202316
DT Investment Partners, LLC 16160.62%0.98%1.35%Q1 2015Q4 201816
Eudaimonia Partners, LLC 870.04%0.06%0.11%Q4 2019Q3 202315
Financial Advisors, LLC 15150.28%0.38%0.51%Q1 2020Q3 202315
Regal Investment Advisors LLC 1010.00%0.58%1.70%Q1 2015Q3 202315
SIGNATUREFD, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.06%0.14%0.30%Q2 2016Q4 201915
Rockefeller Capital Management L.P. 15150.00%0.01%0.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.04%0.14%0.70%Q2 2013Q4 201615
FIRST MIDWEST BANK TRUST DIVISION 1320.08%0.85%1.39%Q3 2016Q4 202115
BOK Financial Private Wealth, Inc. 15150.02%0.05%0.10%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.10%0.26%Q1 2020Q3 202315
LAZARD ASSET MANAGEMENT LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
OneDigital Investment Advisors LLC 15150.02%0.03%0.09%Q1 2020Q3 202315
HARVEST GROUP WEALTH MANAGEMENT, LLC 14140.16%2.13%4.93%Q4 2019Q1 202314
Qube Research & Technologies Ltd 920.00%0.05%0.27%Q4 2019Q3 202314
WFG Advisors, LP 14140.00%0.01%0.02%Q2 2013Q3 201614
AlphaMark Advisors, LLC 14140.00%0.01%0.01%Q4 2016Q1 202014
Crabel Capital Management, LLC 720.08%0.60%2.43%Q1 2018Q2 202314
SYM FINANCIAL Corp 1310.20%0.40%0.80%Q4 2018Q3 202314
Valeo Financial Advisors, LLC 14140.00%0.01%0.01%Q3 2017Q4 202014
ARQ WEALTH ADVISORS, LLC 14140.31%3.38%4.32%Q1 2020Q2 202314
Smart Money Group LLC 1310.12%1.02%1.93%Q4 2017Q2 202114
Thomasville National Bank 14140.03%0.04%0.06%Q2 2020Q3 202314
PLANNING DIRECTIONS INC 14141.04%1.31%1.61%Q2 2020Q3 202314
Lenox Wealth Advisors, LLC 141411.26%12.42%13.18%Q4 2018Q1 202214
RDA Financial Network 14140.11%0.37%0.67%Q1 2019Q2 202214
Integrated Wealth Concepts LLC 1220.01%0.21%0.75%Q4 2017Q1 202314
USAdvisors Wealth Management, LLC 14140.18%2.05%6.09%Q4 2019Q1 202314
CAPTRUST FINANCIAL ADVISORS 14140.02%0.05%0.07%Q2 2020Q3 202314
Cypress Wealth Services, LLC 13130.06%0.11%0.14%Q4 2017Q4 202013
J.W. COLE ADVISORS, INC. 810.04%0.06%0.12%Q4 2019Q3 202313
FLOW TRADERS U.S. LLC 310.01%0.07%0.40%Q2 2016Q2 202313
B. Riley Wealth Management, Inc. 760.01%0.12%0.26%Q1 2014Q2 202013
Laidlaw Wealth Management LLC 13130.22%0.48%0.68%Q3 2020Q3 202313
THOROUGHBRED FINANCIAL SERVICES, LLC 710.04%0.11%0.18%Q1 2019Q3 202313
Kestra Advisory Services, LLC 13130.14%0.22%0.31%Q3 2020Q3 202313
MD Financial Management Inc. 1121.23%2.81%4.37%Q4 2017Q4 202113
HSBC HOLDINGS PLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Crewe Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
First Allied Advisory Services, Inc. 610.01%0.02%0.04%Q3 2015Q3 202013
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 760.16%0.40%0.49%Q2 2016Q4 202013
TWIN FOCUS CAPITAL PARTNERS, LLC 13130.12%0.18%0.23%Q2 2019Q2 202213
Graypoint LLC 1120.02%0.14%0.39%Q1 2020Q3 202313
LIBERTY WEALTH MANAGEMENT LLC 13130.00%0.54%6.88%Q4 2018Q4 202113
Acorn Wealth Advisors, LLC 730.01%0.14%0.20%Q4 2017Q4 202113
Pensionmark Financial Group, LLC 13130.04%0.33%0.89%Q2 2019Q2 202213
B. Riley Financial, Inc. 12120.31%0.67%1.27%Q4 2015Q3 201812
SCHMIDT P J INVESTMENT MANAGEMENT INC 910.05%0.06%0.08%Q3 2019Q1 202312
Veery Capital, LLC 12120.27%0.28%0.31%Q4 2020Q3 202312
Legacy Capital Wealth Partners, LLC 12120.36%4.00%6.14%Q4 2020Q3 202312
Princeton Global Asset Management LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.24%0.80%1.84%Q4 2020Q3 202312
PFM Asset Management LLC 12120.32%2.12%4.82%Q4 2018Q3 202112
Tacita Capital Inc 12120.14%0.41%2.70%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.05%0.05%0.07%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.17%0.49%1.25%Q4 2020Q3 202312
Tillar-Wenstrup Advisors, LLC 12120.30%1.86%2.38%Q1 2018Q4 202012
Pacifica Partners Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
Kovack Advisors, Inc. 12120.08%0.27%0.56%Q1 2016Q4 201812
Intellectus Partners, LLC 660.24%0.62%0.87%Q2 2017Q2 202012
First Horizon Advisors, Inc. 840.00%0.00%0.00%Q1 2020Q1 202312
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12123.25%4.79%9.93%Q4 2020Q3 202312
Bellwether Advisors, LLC 12120.15%0.31%0.57%Q4 2020Q3 202312
ASSET PLANNING CORPORATION 12120.17%0.21%0.24%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.01%Q3 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.49%0.66%0.92%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.04%0.04%0.04%Q4 2020Q3 202312
Cadent Capital Advisors, LLC 12121.28%1.70%2.19%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.85%1.25%1.56%Q4 2020Q3 202312
Syverson Strege & Co 12120.70%2.01%4.86%Q4 2020Q3 202312
Walkner Condon Financial Advisors LLC 12120.09%0.26%0.76%Q4 2020Q3 202312
SYNOVUS FINANCIAL CORP 1020.00%0.00%0.00%Q1 2017Q2 202012
MAGNOLIA CAPITAL ADVISORS LLC 910.21%1.63%3.79%Q4 2019Q2 202312
Hilltop Holdings Inc. 810.02%0.68%0.83%Q1 2015Q4 202112
Rathbones Group PLC 11110.00%0.01%0.01%Q1 2021Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.05%0.20%0.72%Q1 2021Q3 202311
ICONIQ Capital, LLC 920.01%0.13%0.38%Q1 2015Q3 201911
SIMPLEX TRADING, LLC 420.00%0.00%0.00%Q4 2017Q1 202211
Asset Dedication, LLC 650.03%0.05%0.08%Q4 2020Q3 202311
CONSULTIVA WEALTH MANAGEMENT, CORP. 812.52%2.92%3.39%Q2 2019Q2 202311
3D/L Capital Management, LLC 11110.08%0.14%0.23%Q1 2021Q3 202311
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11110.02%0.03%0.05%Q2 2020Q4 202211
CUE ADVISORY SERVICES, INC. 11110.31%0.46%0.52%Q1 2016Q3 201811
Ameritas Investment Company, LLC 11110.08%0.34%0.57%Q1 2019Q3 202111
Keel Point, LLC 11110.04%1.52%4.70%Q3 2017Q1 202011
BLACKROCK ADVISORS LLC 11110.00%0.00%0.01%Q2 2014Q4 201611
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
HYA Advisors, Inc 11110.25%0.38%0.53%Q4 2019Q2 202211
Dorsey & Whitney Trust CO LLC 11110.05%0.07%0.08%Q1 2021Q3 202311
Carroll Financial Associates, Inc. 910.00%0.00%0.00%Q1 2016Q4 202111
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.01%0.04%Q3 2013Q1 201611
Wealthcare Advisory Partners LLC 520.01%0.03%0.07%Q1 2019Q3 202311
Orion Capital Management LLC 1010.00%0.00%0.01%Q4 2020Q3 202311
RGT Wealth Advisors, LLC 111127.92%38.97%83.37%Q1 2020Q3 202211
Transamerica Financial Advisors, Inc. 810.00%0.09%0.46%Q2 2013Q2 201911
ADVISOR PARTNERS LLC 11110.03%0.03%0.04%Q4 2019Q2 202211
PARAMETRIC PORTFOLIO ASSOCIATES LLC 640.00%0.01%0.03%Q2 2013Q1 202210
Insight Wealth Strategies, LLC 640.04%0.06%0.08%Q1 2019Q3 202110
ASSETMARK, INC 820.00%0.00%0.01%Q1 2019Q3 202210
Cornerstone Wealth Management, LLC 620.01%0.03%0.05%Q2 2018Q3 202310
Arkadios Wealth Advisors 10100.02%0.19%0.45%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.08%0.16%0.23%Q1 2021Q3 202310
BANQUE PICTET & CIE SA 10100.00%0.02%0.04%Q2 2016Q3 201810
CREATIVE FINANCIAL DESIGNS INC /ADV 640.01%0.05%0.10%Q3 2020Q3 202310
ADVANTAGE INVESTMENT MANAGEMENT, LLC 10100.00%0.06%0.12%Q2 2016Q3 201810
BB&T SECURITIES, LLC 10100.04%0.13%0.22%Q2 2017Q3 201910
DOWLING & YAHNKE LLC 910.02%0.02%0.03%Q3 2017Q3 202210
Soltis Investment Advisors LLC 10100.03%0.04%0.04%Q2 2021Q3 202310
Avidian Wealth Solutions, LLC 820.02%0.04%0.08%Q3 2019Q3 202310
Clear Perspectives Financial Planning, LLC 10100.01%0.02%0.04%Q4 2020Q1 202310
Klingman & Associates, LLC 640.02%0.02%0.05%Q1 2021Q3 202310
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.39%0.57%0.80%Q3 2018Q4 202010
Summit Financial, LLC 10100.18%0.36%0.49%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 610.00%0.03%0.07%Q4 2019Q3 202310
CFM WEALTH PARTNERS LLC 610.05%0.06%0.08%Q4 2019Q4 202210
Realta Investment Advisors 620.00%0.21%0.46%Q1 2019Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
Tolleson Wealth Management, Inc. 10100.20%4.26%9.94%Q4 2018Q1 202110
Glovista Investments LLC 510.19%3.24%9.50%Q3 2018Q3 202310
Kalos Management, Inc. 810.10%0.19%0.64%Q4 2019Q1 202310
Redhawk Wealth Advisors, Inc. 10100.05%0.16%0.90%Q4 2019Q1 202210
Colonial Trust Advisors 640.01%0.03%0.04%Q4 2020Q3 202310
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
TD Capital Management LLC 10100.01%0.02%0.02%Q1 2016Q2 201810
Allworth Financial LP 990.00%0.00%0.01%Q3 2021Q3 20239
SUNTRUST BANKS INC 540.00%0.01%0.02%Q1 2017Q3 20199
Beta Wealth Group, Inc. 993.86%4.42%6.34%Q4 2020Q4 20229
West Coast Financial LLC 990.04%0.08%0.12%Q4 2018Q4 20209
ATLAS CAPITAL ADVISORS LLC 990.00%0.01%0.01%Q2 2021Q2 20239
Sterling Capital Management LLC 990.00%0.01%0.01%Q4 2016Q4 20189
Beacon Pointe Advisors, LLC 990.01%0.03%0.06%Q3 2021Q3 20239
DEFINED WEALTH MANAGEMENT, LLC 990.96%1.40%2.04%Q4 2020Q4 20229
BlackRock Investment Management, LLC 420.00%0.00%0.01%Q1 2014Q4 20169
Peak Financial Management, Inc. 811.12%3.08%4.02%Q4 2015Q1 20189
Sanford Advisory Services, LLC 992.04%2.44%3.09%Q4 2020Q4 20229
AGILIS PARTNERS LLC 993.22%4.20%5.22%Q3 2021Q3 20239
NewEdge Advisors, LLC 630.00%0.01%0.02%Q2 2021Q3 20239
MAI Capital Management 990.01%0.01%0.01%Q3 2021Q3 20239
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q4 2014Q3 20239
MARINO, STRAM & ASSOCIATES LLC 630.07%0.26%0.77%Q4 2019Q1 20229
Global Trust Asset Management, LLC 540.00%0.09%0.40%Q4 2018Q1 20219
EASTERN BANK 880.01%0.02%0.02%Q4 2021Q3 20238
Partnervest Advisory Services LLC 880.22%0.34%0.52%Q4 2013Q3 20158
Cypress Capital, LLC 620.12%0.21%0.32%Q3 2021Q3 20238
SG Americas Securities, LLC 440.00%0.08%0.18%Q2 2016Q3 20188
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.02%Q1 2018Q3 20238
Capital Asset Advisory Services LLC 880.00%0.01%0.01%Q4 2019Q3 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Blackhawk Capital Partners LLC. 620.33%0.40%0.62%Q2 2020Q4 20228
Moors & Cabot, Inc. 530.03%0.05%0.13%Q2 2017Q4 20208
JUNCTURE WEALTH STRATEGIES, LLC 880.16%0.62%1.17%Q2 2018Q1 20208
WFA Asset Management Corp 884.01%4.26%4.55%Q4 2021Q3 20238
ACT Advisors, LLC. 880.14%0.51%0.99%Q4 2020Q3 20228
Allianz Asset Management GmbH 320.00%0.01%0.02%Q4 2018Q3 20238
Avior Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
First International Bank & Trust 880.59%0.67%0.81%Q4 2021Q3 20238
VIVID FINANCIAL MANAGEMENT, INC. 880.11%0.24%0.80%Q1 2020Q4 20218
APPLETON PARTNERS INC/MA 880.03%0.04%0.05%Q1 2022Q4 20238
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 710.08%0.54%2.64%Q3 2020Q3 20228
Peterson Financial Group, Inc. 880.15%0.19%0.34%Q4 2021Q3 20238
Betterment LLC 880.01%0.02%0.02%Q2 2021Q1 20238
GUGGENHEIM CAPITAL LLC 330.00%0.01%0.02%Q3 2014Q2 20198
Ballast, Inc. 880.24%0.27%0.33%Q4 2017Q3 20198
D.A. DAVIDSON & CO. 410.00%0.00%0.01%Q1 2017Q4 20208
DRAVO BAY LLC 881.03%1.11%1.16%Q4 2021Q3 20238
Armbruster Capital Management, Inc. 880.16%0.41%0.67%Q4 2021Q3 20238
Cerity Partners LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Baker Ellis Asset Management LLC 880.26%0.56%0.67%Q2 2014Q1 20168
FourThought Financial, LLC 880.02%0.08%0.24%Q4 2020Q3 20228
Operose Advisors LLC 880.92%2.24%4.06%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.08%0.19%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 882.46%2.79%3.22%Q4 2021Q3 20238
Fieldpoint Private Securities, LLC 410.00%0.26%0.78%Q1 2017Q4 20198
KilterHowling LLC 886.67%7.39%7.95%Q4 2021Q3 20238
Bryant Woods Investment Advisors, LLC 884.58%4.94%5.40%Q4 2021Q3 20238
Charter Oak Capital Management, LLC 880.03%0.11%0.15%Q4 2020Q3 20228
YorkBridge Wealth Partners, LLC 880.01%0.01%0.02%Q3 2017Q2 20198
Warren Street Wealth Advisors, LLC 880.33%1.61%8.89%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.06%0.14%0.20%Q4 2021Q3 20238
Virtue Capital Management, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Fusion Investment Group, LLC 770.34%0.60%1.09%Q4 2013Q2 20157
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Gradient Investments LLC 410.00%0.00%0.00%Q1 2016Q2 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.05%0.09%0.18%Q1 2021Q4 20227
Faithward Advisors, LLC 520.00%0.00%0.00%Q2 2021Q1 20237
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 510.00%0.08%0.16%Q2 2018Q2 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Total Wealth Planning, LLC 610.06%0.24%0.30%Q2 2020Q1 20227
LINCOLN NATIONAL CORP 770.01%0.02%0.02%Q1 2017Q3 20187
Berman Capital Advisors, LLC 320.00%0.10%0.20%Q4 2017Q1 20207
ANGELES WEALTH MANAGEMENT, LLC 770.16%0.19%0.23%Q1 2022Q3 20237
Sage Mountain Advisors LLC 770.08%0.11%0.15%Q4 2021Q2 20237
Sowell Financial Services LLC 770.00%0.02%0.06%Q3 2019Q1 20217
MUFG Americas Holdings Corp 520.00%0.00%0.01%Q4 2020Q3 20227
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2017Q2 20237
USCA RIA LLC 770.10%0.19%0.22%Q3 2019Q1 20217
HOEY INVESTMENTS, INC 770.00%0.00%0.00%Q4 2019Q2 20217
RAYMOND JAMES TRUST N.A. 610.02%0.02%0.04%Q4 2019Q4 20227
Modus Advisors, LLC 770.04%0.77%2.34%Q4 2019Q2 20217
CGN Advisors LLC 770.05%0.06%0.07%Q2 2022Q4 20237
Wealthspire Advisors, LLC 610.06%1.33%2.06%Q3 2021Q3 20237
Avestar Capital, LLC 770.01%0.01%0.02%Q4 2017Q2 20197
Financial Connections Group, Inc. 773.42%5.33%8.54%Q4 2021Q2 20237
Stone House Investment Management, LLC 520.01%0.68%1.50%Q1 2017Q2 20237
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
SILVER OAK SECURITIES, INCORPORATED 770.05%0.06%0.10%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
Sequoia Wealth Management, LLC 777.96%9.50%11.90%Q4 2017Q2 20197
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
TRUST CO OF VERMONT 660.00%0.00%0.00%Q1 2018Q2 20196
UBS AG 660.00%0.01%0.02%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.04%0.04%0.04%Q2 2022Q3 20236
RFG Advisory, LLC 660.03%0.04%0.05%Q3 2019Q4 20206
Hudock, Inc. 660.04%0.04%0.04%Q2 2021Q3 20226
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 660.04%0.06%0.06%Q2 2020Q3 20216
WMS Partners, LLC 660.14%2.54%4.57%Q2 2022Q3 20236
Bogart Wealth, LLC 660.00%3.03%10.48%Q1 2020Q2 20216
PFG Private Wealth Management, LLC 510.12%0.16%0.20%Q4 2019Q3 20216
Wealthsimple US, Ltd. 665.19%5.63%6.13%Q4 2019Q1 20216
Certified Advisory Corp 660.00%0.01%0.01%Q4 2017Q1 20196
Sterneck Capital Management, LLC 660.15%0.24%0.29%Q4 2017Q1 20196
BlackRock Group LTD 660.04%0.04%0.05%Q3 2015Q4 20166
Itau Unibanco Holding S.A. 660.01%0.52%0.87%Q4 2016Q1 20186
Sageworth Trust Co 660.00%0.25%0.79%Q3 2020Q4 20216
Independent Wealth Network Inc. 660.14%0.15%0.17%Q2 2022Q3 20236
Richard Bernstein Advisors LLC 510.00%0.00%0.01%Q1 2021Q4 20226
IHT Wealth Management, LLC 510.00%0.00%0.02%Q1 2017Q4 20206
Atlas Private Wealth Advisors 660.03%0.07%0.11%Q2 2020Q3 20216
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q3 2021Q4 20226
Vantage Investment Advisors, LLC 660.05%0.06%0.06%Q2 2017Q3 20186
NorthRock Partners, LLC 660.02%0.67%2.83%Q3 2019Q4 20206
Summit X, LLC 510.01%0.53%0.91%Q4 2018Q3 20206
Householder Group Estate & Retirement Specialist, LLC 410.12%0.27%0.51%Q4 2021Q3 20236
OneAscent Wealth Management LLC 510.21%0.56%0.90%Q1 2022Q3 20236
BAIRD ROBERT W & CO INC /WI/ 660.00%0.00%0.01%Q2 2013Q3 20146
WBH ADVISORY INC 320.14%0.21%0.31%Q2 2022Q3 20235
BerganKDV Wealth Management, LLC 550.01%0.02%0.03%Q2 2019Q2 20205
BCS Wealth Management 550.19%0.20%0.21%Q4 2019Q4 20205
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
American Trust 320.02%0.03%0.04%Q1 2022Q2 20235
BANK OF HAWAII 550.04%0.04%0.04%Q2 2017Q2 20185
Coston, McIsaac & Partners 410.00%0.00%0.00%Q2 2022Q3 20235
Hamilton Wealth, LLC 551.26%5.43%8.22%Q4 2018Q4 20195
BB&T INVESTMENT SERVICES, INC. 550.61%0.76%0.86%Q4 2016Q4 20175
FDx Advisors, Inc. 320.03%0.13%0.33%Q4 2016Q3 20235
West Family Investments, Inc. 210.13%0.19%0.26%Q3 2021Q3 20235
Paragon Advisors, LLC 410.15%3.12%8.26%Q4 2019Q2 20225
Ancora Advisors LLC 550.01%0.01%0.02%Q1 2018Q1 20195
RESOLUTE FINANCIAL, LLC 551.29%1.33%1.37%Q4 2021Q4 20225
Crescent Capital Consulting, LLC 550.00%0.67%1.49%Q4 2020Q4 20215
Penserra Capital Management LLC 550.00%0.01%0.01%Q3 2021Q3 20225
CX Institutional 550.00%0.30%0.41%Q3 2018Q3 20195
Leicht Financial Planning & Wealth Management, Inc. 550.29%0.47%0.67%Q4 2018Q4 20195
SVA Wealth Management, LLC 550.10%0.18%0.40%Q4 2015Q4 20165
Kiwi Wealth Investments Limited Partnership 555.42%7.41%8.86%Q2 2013Q2 20145
ADVISOR PARTNERS II, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 550.00%0.00%0.00%Q2 2021Q2 20225
Mount Yale Investment Advisors, LLC 550.04%0.10%0.16%Q4 2019Q4 20205
Global Financial Private Capital, Inc 550.02%0.03%0.04%Q3 2017Q3 20185
Balentine LLC 550.01%0.05%0.07%Q3 2022Q3 20235
IRONWOOD WEALTH MANAGEMENT, INC. 550.00%1.03%5.13%Q4 2020Q4 20215
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
55I, LLC 550.01%0.02%0.02%Q3 2021Q3 20225
San Luis Wealth Advisors LLC 210.10%0.48%1.14%Q4 2020Q2 20235
Edge Wealth Management LLC 550.00%0.01%0.01%Q1 2019Q1 20205
HL FINANCIAL SERVICES LLC 550.01%0.01%0.01%Q1 2018Q1 20195
IFC Holdings Incorporated/FL 550.04%0.07%0.08%Q4 2016Q4 20175
CFO4Life Group, LLC 550.22%0.30%0.58%Q1 2017Q1 20185
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.04%Q1 2018Q4 20215
My Legacy Advisors, LLC 550.10%0.26%0.58%Q1 2022Q1 20235
Leisure Capital Management 550.21%0.22%0.23%Q4 2017Q4 20185
BINGHAM OSBORN & SCARBOROUGH LLC 410.02%0.04%0.04%Q4 2017Q4 20195
Wealth Advisory Solutions, LLC 550.07%0.95%1.18%Q4 2019Q4 20205
Procyon Advisors, LLC 440.72%0.86%1.02%Q4 2019Q3 20204
Keebeck Wealth Management, LLC 440.65%0.87%0.99%Q3 2020Q2 20214
PICTET ASSET MANAGEMENT SA 210.01%0.02%0.03%Q3 2021Q2 20234
GREENWOOD CAPITAL ASSOCIATES LLC 210.27%0.44%0.62%Q4 2021Q1 20234
LSV ASSET MANAGEMENT 440.04%0.05%0.05%Q3 2014Q2 20154
Lido Advisors, LLC 310.00%0.01%0.05%Q4 2016Q3 20234
MONECO Advisors, LLC 440.18%0.22%0.31%Q1 2019Q4 20194
Advisory Alpha, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Syntegra Private Wealth Group, LLC 443.37%3.48%3.58%Q4 2022Q3 20234
M&T BANK CORP 310.00%0.01%0.04%Q3 2014Q4 20184
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.19%0.96%2.42%Q4 2019Q3 20204
Cox Capital Mgt LLC 440.14%0.16%0.18%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.41%0.53%0.71%Q4 2021Q3 20224
NEXT Financial Group, Inc 110.00%0.11%0.22%Q3 2014Q2 20194
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Sound Income Strategies, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.35%0.68%Q4 2022Q3 20234
MANAGED ACCOUNT ADVISORS LLC 440.00%0.00%0.01%Q3 2014Q2 20154
ALESCO ADVISORS LLC 440.04%0.04%0.04%Q4 2022Q3 20234
BARCLAYS PLC 310.00%0.00%0.00%Q2 2020Q3 20214
Baker Avenue Asset Management, LP 440.19%0.44%0.84%Q2 2016Q1 20174
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
Watson Rebecca 440.17%0.18%0.19%Q4 2019Q3 20204
EVOKE WEALTH, LLC 310.00%0.01%0.02%Q3 2019Q3 20204
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
HBW ADVISORY SERVICES LLC 440.81%1.14%1.63%Q3 2019Q2 20204
Sharkey, Howes & Javer 440.73%0.82%0.88%Q1 2020Q4 20204
Joel Isaacson & Co., LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Hilltop Partners LLC 440.19%0.23%0.29%Q4 2022Q3 20234
WealthShield Partners, LLC 440.00%0.09%0.23%Q3 2020Q2 20214
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
ProVise Management Group, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q2 20234
Vertex Planning Partners, LLC 440.26%0.29%0.31%Q4 2022Q3 20234
Essex Financial Services, Inc. 210.07%0.09%0.10%Q4 2017Q1 20204
Wealthsimple Inc. 440.22%5.52%20.60%Q4 2021Q3 20224
Parkside Financial Bank & Trust 440.01%0.01%0.01%Q2 2019Q1 20204
NATIONAL PLANNING CORP 210.02%0.05%0.09%Q2 2013Q3 20174
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 310.00%0.04%0.13%Q2 2016Q2 20174
Allred Capital Management, LLC 210.01%0.08%0.14%Q4 2018Q1 20214
NORTHWEST WEALTH MANAGEMENT, LLC 220.00%0.13%0.26%Q4 2018Q4 20194
ARKANSAS FINANCIAL GROUP, INC. 440.13%0.23%0.27%Q4 2022Q3 20234
Bard Financial Services, Inc. 440.02%0.02%0.02%Q2 2021Q1 20224
Angeles Investment Advisors, LLC 440.06%0.07%0.09%Q1 2021Q4 20214
FURE FINANCIAL CORP 445.06%5.74%6.81%Q4 2019Q3 20204
Granite Harbor Advisors, Inc. 440.59%0.66%0.76%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2014Q2 20234
Virtu KCG Holdings LLC 310.01%0.02%0.04%Q1 2014Q2 20174
Estate Counselors, LLC 310.32%0.62%1.25%Q3 2015Q3 20164
Holloway Wealth Management, LLC 310.03%0.03%0.04%Q4 2017Q1 20194
DRIVE WEALTH MANAGEMENT, LLC 440.21%0.29%0.40%Q4 2022Q3 20234
Avant Capital LLC 310.25%0.26%0.27%Q4 2021Q4 20224
CFO4Life, L.P. 330.76%0.82%0.87%Q2 2016Q4 20163
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q1 2018Q3 20183
Tanglewood Wealth Management, Inc. 330.04%0.04%0.04%Q2 2021Q4 20213
Hefty Wealth Partners 330.19%0.38%0.51%Q4 2015Q2 20163
WEALTHSOURCE PARTNERS, LLC 210.03%0.04%0.04%Q3 2019Q2 20213
Ballew Advisors, Inc 330.04%0.04%0.05%Q1 2018Q3 20183
Savant Capital, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.32%0.90%Q4 2018Q2 20193
Fiduciary Planning LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Integrity Financial Corp /WA 330.17%0.18%0.18%Q4 2021Q2 20223
CENTRAL TRUST Co 330.00%0.00%0.00%Q1 2023Q3 20233
TCI Wealth Advisors, Inc. 330.03%0.06%0.12%Q3 2019Q1 20203
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
EP Wealth Advisors, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Antonetti Capital Management LLC 210.15%0.16%0.16%Q2 2010Q4 20213
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q4 2017Q2 20183
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Wealth & Pension Services Group, Inc. 330.30%0.31%0.32%Q1 2019Q3 20193
TOWNSQUARE CAPITAL LLC 210.01%0.03%0.06%Q2 2019Q3 20233
DFPG INVESTMENTS, LLC 330.41%1.15%1.60%Q4 2018Q2 20193
Guidant Wealth Advisors 330.06%0.06%0.06%Q1 2019Q3 20193
Portfolio Strategies, Inc. 330.00%0.00%0.00%Q4 2017Q2 20183
Cornerstone Planning Group LLC 210.03%0.03%0.03%Q4 2022Q3 20233
SII INVESTMENTS INC/WI 330.02%0.02%0.02%Q1 2017Q3 20173
Accurate Wealth Management, LLC 330.11%0.12%0.13%Q4 2022Q2 20233
Strategic Financial Concepts, LLC 330.27%0.30%0.35%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.00%0.01%0.01%Q4 2017Q4 20183
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Sound View Wealth Advisors Group, LLC 330.35%0.35%0.35%Q2 2020Q4 20203
Advocacy Wealth Management Services, LLC 330.08%0.11%0.12%Q1 2017Q3 20173
Richard P Slaughter Associates Inc 330.28%0.91%1.53%Q4 2019Q2 20203
Renaissance Technologies 110.00%0.00%0.00%Q2 2022Q3 20233
WBI INVESTMENTS, LLC 330.14%0.16%0.19%Q2 2022Q4 20223
Institute for Wealth Management, LLC. 210.00%0.05%0.07%Q1 2019Q4 20193
Diversified, LLC 210.09%0.12%0.17%Q4 2020Q1 20233
Family Asset Management, LLC 330.68%0.74%0.80%Q1 2023Q3 20233
BANK OF NOVA SCOTIA 330.00%0.00%0.01%Q4 2019Q2 20203
PALLADIEM, LLC 333.50%6.02%7.37%Q4 2020Q2 20213
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
PFG Investments, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
StoneX Group Inc. 330.03%0.04%0.06%Q2 2021Q4 20213
True North Advisors, LLC 330.14%0.15%0.15%Q1 2022Q3 20223
Erickson Financial Group, LLC 330.20%0.22%0.24%Q4 2021Q2 20223
CAROLINAS WEALTH CONSULTING LLC 330.00%0.01%0.01%Q2 2020Q4 20203
Cape Investment Advisory, Inc. 330.04%0.04%0.05%Q1 2023Q3 20233
Waterloo Capital, L.P. 210.12%0.23%0.38%Q1 2020Q2 20233
BEAM WEALTH ADVISORS, INC. 330.73%1.28%1.99%Q4 2019Q2 20203
NewSquare Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AEGON USA Investment Management, LLC 330.01%0.01%0.02%Q2 2013Q4 20133
Koshinski Asset Management, Inc. 330.02%0.02%0.02%Q3 2021Q1 20223
PINNACLE ASSOCIATES LTD 330.01%0.01%0.01%Q4 2019Q2 20203
JT Stratford LLC 330.06%0.43%1.15%Q1 2023Q3 20233
Tilson Financial Group, Inc. 212.56%2.63%2.68%Q4 2022Q3 20233
Karpus Management, Inc. 330.01%0.32%0.48%Q2 2022Q4 20223
TMD & ASSOCIATES, INC 331.61%2.21%3.33%Q4 2018Q2 20193
Jane Street Holding, LLC 330.00%0.02%0.04%Q2 2013Q4 20133
COMERICA SECURITIES,INC. 110.01%0.15%0.29%Q2 2019Q4 20222
Laird Norton Wetherby Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q2 20212
Windsor Advisory Group, LLC 220.54%0.57%0.59%Q4 2022Q1 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
PARK AVENUE SECURITIES LLC 220.01%0.01%0.02%Q3 2020Q4 20202
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.14%0.14%0.14%Q4 2021Q1 20222
Summit Global Investments 110.07%0.07%0.08%Q1 2022Q1 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Parasol Investment Management, LLC 220.72%1.77%2.82%Q3 2016Q4 20162
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Independent Advisor Alliance 220.03%0.06%0.09%Q3 2019Q4 20192
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 220.67%0.76%0.86%Q1 2020Q2 20202
Providence Capital Advisors, LLC 220.02%0.03%0.04%Q3 2020Q4 20202
ROBERTSON STEPHENS ADVISORS LLC 220.44%0.59%0.74%Q4 2016Q1 20172
Weatherstone Capital Management 220.52%0.75%0.98%Q3 2013Q4 20132
IMA Wealth, Inc. 220.00%0.00%0.01%Q1 2021Q2 20212
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
SCHRODER INVESTMENT MANAGEMENT GROUP 220.02%0.03%0.03%Q2 2019Q3 20192
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q2 20212
RPg Family Wealth Advisory, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Founders Financial Alliance, LLC 110.02%0.02%0.03%Q3 2020Q2 20222
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.07%0.20%0.33%Q4 2019Q3 20202
Chanos & Co LP 222.99%3.08%3.18%Q4 2018Q1 20192
Oak Grove Capital LLC 221.31%1.42%1.52%Q3 2019Q4 20192
Alaethes Wealth LLC 220.02%0.02%0.03%Q4 2021Q1 20222
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q1 2018Q2 20182
Y-Intercept (Hong Kong) Ltd 110.05%0.06%0.07%Q1 2021Q3 20222
Ferguson Shapiro LLC 224.34%5.46%6.58%Q1 2020Q2 20202
Chicago Partners Investment Group LLC 110.00%0.01%0.01%Q4 2016Q3 20172
Gladstone Institutional Advisory LLC 110.02%0.12%0.22%Q2 2019Q4 20212
OLD SECOND NATIONAL BANK OF AURORA 220.01%0.01%0.01%Q1 2019Q2 20192
BROWN WEALTH MANAGEMENT, LLC 220.14%0.89%1.64%Q2 2023Q3 20232
Greenwich Wealth Management LLC 220.08%0.09%0.10%Q3 2016Q4 20162
North Star Investment Management Corp. 220.00%0.00%0.00%Q2 2022Q3 20222
Castleview Partners, LLC 110.01%0.03%0.04%Q2 2021Q4 20212
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Trexquant Investment LP 220.01%0.01%0.02%Q4 2021Q1 20222
Cresset Asset Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q2 2013Q3 20132
MCF Advisors LLC 110.00%0.00%0.01%Q2 2017Q3 20232
MARSHALL WACE, LLP 220.00%0.00%0.00%Q4 2022Q1 20232
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
SouthState Corp 220.00%0.00%0.01%Q4 2021Q1 20222
OLD MISSION CAPITAL, LLC 110.03%0.10%0.17%Q4 2016Q4 20202
Valmark Advisers, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
ShoreHaven Wealth Partners, LLC 220.11%0.13%0.15%Q4 2020Q1 20212
EPG Wealth Management LLC 220.02%0.02%0.02%Q4 2019Q1 20202
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
INSIGNEO ADVISORY SERVICES, LLC 220.25%0.26%0.26%Q2 2023Q3 20232
TD ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
All Season Financial Advisors, Inc. 220.43%0.60%0.76%Q2 2021Q3 20212
One Charles Private Wealth Services, LLC 221.13%1.18%1.24%Q4 2019Q1 20202
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2015Q2 20151
Missouri Trust & Investment Co 110.00%0.00%0.00%Q4 2021Q4 20211
JCIC Asset Management Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
3Chopt Investment Partners, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Virtu Financial LLC 110.04%0.04%0.04%Q2 2018Q2 20181
CHILDRESS CAPITAL ADVISORS, LLC 110.29%0.29%0.29%Q4 2020Q4 20201
Portfolio Solutions, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
NorthCoast Asset Management LLC 110.03%0.03%0.03%Q4 2018Q4 20181
WealthOne, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Almanack Investment Partners, LLC. 110.08%0.08%0.08%Q2 2018Q2 20181
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Paloma Partners Management Co 110.00%0.00%0.00%Q4 2019Q4 20191
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PSI Advisors, LLC 110.78%0.78%0.78%Q4 2019Q4 20191
Private Ocean, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Filbrandt Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q1 2017Q1 20171
GUARDIAN CAPITAL ADVISORS LP 110.16%0.16%0.16%Q4 2020Q4 20201
OLD NATIONAL BANCORP /IN/ 110.34%0.34%0.34%Q2 2022Q2 20221
Integrated Investment Consultants, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.03%0.03%0.03%Q3 2021Q3 20211
MONEYWISE, INC. 110.27%0.27%0.27%Q3 2016Q3 20161
Epstein & White Financial LLC 113.18%3.18%3.18%Q1 2020Q1 20201
VANGUARD GROUP INC 110.00%0.00%0.00%Q2 2023Q2 20231
Oakworth Capital, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
NewEdge Wealth, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
PACIFIC FINANCIAL GROUP INC 112.15%2.15%2.15%Q4 2014Q4 20141
Eldridge Investment Advisors, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
Vista Private Wealth Partners. LLC 110.02%0.02%0.02%Q3 2019Q3 20191
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Fortis Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Azimuth Capital Management LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Consolidated Portfolio Review Corp 110.49%0.49%0.49%Q3 2023Q3 20231
BALYASNY ASSET MANAGEMENT L.P. 110.05%0.05%0.05%Q4 2017Q4 20171
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Apeiron RIA LLC 110.26%0.26%0.26%Q2 2022Q2 20221
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Donoghue Forlines LLC 112.42%2.42%2.42%Q2 2019Q2 20191
Vestpro Financial Partners, Inc. dba CPF Texas 110.24%0.24%0.24%Q3 2018Q3 20181
M Holdings Securities, Inc. 110.49%0.49%0.49%Q1 2020Q1 20201
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Clark Capital Management Group, Inc. 111.18%1.18%1.18%Q1 2016Q1 20161
Bedel Financial Consulting, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Novak Financial Planning, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
American Financial Network Advisory Services LLC 110.44%0.44%0.44%Q3 2019Q3 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
Geller Advisors LLC 110.20%0.20%0.20%Q2 2017Q2 20171
Stadion Money Management, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
GSG Advisors LLC 111.20%1.20%1.20%Q3 2023Q3 20231
Koss-Olinger Consulting, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
BRR OpCo, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q1 2023Q1 20231
Sageworth Trust Co of South Dakota 111.14%1.14%1.14%Q4 2020Q4 20201
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q1 2020Q1 20201
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2015Q4 20151
DC Investments Management, LLC 1126.96%26.96%26.96%Q4 2017Q4 20171
Robertson Stephens Wealth Management, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
Surevest, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
G&S Capital LLC 110.21%0.21%0.21%Q4 2019Q4 20191
WESPAC Advisors, LLC 110.55%0.55%0.55%Q2 2013Q2 20131
Placemark Investments, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q2 2013Q2 20131
Power Corp of Canada 110.00%0.00%0.00%Q1 2022Q1 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lebenthal Global Advisors, LLC 111.77%1.77%1.77%Q4 2020Q4 20201
Americana Partners, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
WEDBUSH SECURITIES INC 110.06%0.06%0.06%Q3 2016Q3 20161
Pinnacle Wealth Management Advisory Group, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Blue Sky Asset Management, LLC 111.26%1.26%1.26%Q4 2019Q4 20191
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Cardinal Strategic Wealth Guidance 115.62%5.62%5.62%Q4 2022Q4 20221
Beaumont Financial Partners, LLC 111.17%1.17%1.17%Q2 2013Q2 20131
CATALYST PRIVATE WEALTH, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Ferris Capital, LLC 110.26%0.26%0.26%Q2 2021Q2 20211
STATE STREET CORP 110.00%0.00%0.00%Q3 2016Q3 20161
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Mirae Asset Global Investments Co., Ltd. 110.01%0.01%0.01%Q4 2014Q4 20141
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q2 2018Q2 20181
Good Life Advisors, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
AXS Investments LLC 115.91%5.91%5.91%Q3 2021Q3 20211
Bellecapital International Ltd. 110.07%0.07%0.07%Q1 2022Q1 20221
LITTLE HOUSE CAPITAL LLC 110.32%0.32%0.32%Q2 2020Q2 20201
COLONY GROUP LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SIMON QUICK ADVISORS, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Ironwood Wealth Management, LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
GOFEN & GLOSSBERG LLC /IL/ 110.02%0.02%0.02%Q1 2016Q1 20161
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Integrated Wealth Management 110.09%0.09%0.09%Q1 2017Q1 20171
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q3 2016Q3 20161
CETERA INVESTMENT MANAGEMENT LLC 110.09%0.09%0.09%Q4 2015Q4 20151
Altium Wealth Management LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Ullmann Wealth Partners Group, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Resurgent Financial Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Briaud Financial Planning, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q2 2017Q2 20171
Sciencast Management LP 110.16%0.16%0.16%Q3 2017Q3 20171
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Principle Wealth Partners LLC 110.08%0.08%0.08%Q4 2019Q4 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Covington Capital Management 110.00%0.00%0.00%Q4 2018Q4 20181
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Crumly & Associates Inc. 110.33%0.33%0.33%Q4 2019Q4 20191
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Reby Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Meiji Yasuda Life Insurance Co 110.89%0.89%0.89%Q3 2016Q3 20161
Advisors Preferred, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
TFB Advisors LLC 110.38%0.38%0.38%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
GeoWealth Management, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Peregrine Asset Advisers, Inc. 110.10%0.10%0.10%Q1 2020Q1 20201
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Ruggie Capital Group 110.02%0.02%0.02%Q2 2017Q2 20171
Rafferty Asset Management, LLC 110.13%0.13%0.13%Q2 2013Q2 20131
External links

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