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%0.04%Q2 2013Q3 202399
Cutler Group LLC / CA 1830.00%0.00%0.06%Q4 2015Q3 202366
JANE STREET GROUP, LLC 39390.00%0.07%0.99%Q1 2014Q3 202365
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.13%Q1 2012Q3 202360
Citadel Advisors 1310.00%0.00%0.04%Q4 2014Q3 202346
HSBC HOLDINGS PLC 45450.00%0.03%0.12%Q3 2012Q3 202346
BANK OF NOVA SCOTIA 43430.00%0.82%2.89%Q1 2013Q3 202345
MUFG Americas Holdings Corp 3780.00%0.00%0.01%Q4 2010Q3 202245
CITIGROUP INC 42420.00%0.01%0.07%Q2 2013Q3 202345
BANK OF AMERICA CORP /DE/ 42420.00%0.07%0.29%Q2 2013Q3 202344
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.02%Q1 2009Q3 202343
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.05%Q2 2013Q3 202343
SCOTIA CAPITAL INC. 42420.01%0.12%0.31%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.09%0.40%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.12%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.07%Q2 2013Q3 202342
SignalPoint Asset Management, LLC 42420.10%0.44%2.26%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.08%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.01%0.10%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.05%0.13%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.08%0.59%Q2 2013Q3 202342
Baystate Wealth Management LLC 42420.03%0.29%0.97%Q2 2013Q3 202342
AMG National Trust Bank 42420.22%2.94%8.48%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 3560.00%0.01%0.06%Q2 2013Q3 202341
Rathbones Group PLC 3920.01%0.05%0.11%Q2 2013Q3 202341
Cetera Advisors LLC 41410.01%0.05%0.17%Q3 2013Q3 202341
BARCLAYS PLC 3910.00%0.00%0.01%Q2 2013Q3 202341
BlackRock Inc. 39390.00%0.08%0.24%Q1 2014Q3 202340
JPMORGAN CHASE & CO 40400.00%0.00%0.01%Q4 2013Q3 202340
HighTower Advisors, LLC 40400.00%0.02%0.07%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.32%1.09%Q4 2013Q4 202340
Compagnie Lombard Odier SCmA 40400.04%0.07%0.11%Q4 2013Q3 202340
SCHRODER INVESTMENT MANAGEMENT GROUP 3270.00%0.00%0.00%Q3 2013Q3 202339
FMR LLC 2940.00%0.01%0.03%Q4 2013Q3 202338
BANQUE PICTET & CIE SA 3260.02%0.09%0.42%Q4 2013Q2 202338
FIFTH THIRD BANCORP 24140.00%0.00%0.00%Q2 2013Q3 202338
Cambridge Investment Research Advisors, Inc. 2060.00%0.04%0.10%Q2 2013Q3 202338
US BANCORP \DE\ 2530.00%0.00%0.00%Q2 2013Q3 202338
Pictet North America Advisors SA 3320.05%0.36%0.62%Q4 2013Q3 202338
UBS Group AG 36360.00%0.07%0.33%Q4 2014Q3 202338
BLAIR WILLIAM & CO/IL 2740.00%0.00%0.01%Q1 2014Q3 202336
SOL Capital Management CO 36360.11%0.38%0.66%Q4 2014Q3 202336
REGENTATLANTIC CAPITAL LLC 1790.01%3.22%11.29%Q2 2013Q3 202236
CITY HOLDING CO 3510.00%0.02%0.04%Q4 2013Q4 202236
WOLVERINE TRADING, LLC 820.00%0.00%0.01%Q2 2016Q3 202235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.92%3.16%Q3 2013Q3 202335
1607 Capital Partners, LLC 35351.52%3.90%5.43%Q1 2015Q3 202335
PROVIDA PENSION FUND ADMINISTRATOR 1490.09%3.49%9.84%Q4 2013Q4 202235
Mirae Asset Global Investments Co., Ltd. 2770.01%0.20%0.72%Q1 2015Q3 202334
GLENMEDE TRUST CO NA 2020.00%0.00%0.01%Q2 2013Q1 202233
Fisher Asset Management, LLC 33330.02%0.05%0.08%Q3 2015Q3 202333
STIFEL FINANCIAL CORP 32320.00%0.00%0.01%Q4 2015Q3 202332
Hexavest Inc. 1760.00%0.31%1.61%Q2 2013Q3 202132
CWM, LLC 2480.00%0.00%0.06%Q3 2015Q3 202332
FIDUCIARY TRUST CO 32320.01%0.88%3.68%Q4 2015Q3 202332
SG Americas Securities, LLC 2010.00%0.08%0.60%Q2 2013Q3 202332
Raymond James Financial Services Advisors, Inc. 18140.00%0.01%0.04%Q3 2015Q3 202332
NORTHERN TRUST CORP 2010.00%0.00%0.00%Q1 2014Q2 202331
SIGNATUREFD, LLC 2210.00%3.12%16.08%Q2 2013Q3 202331
NatWest Group plc 2830.01%0.12%0.29%Q2 2013Q1 202131
Rothschild & Co Wealth Management UK Ltd 31310.00%0.07%0.22%Q1 2014Q3 202131
CIBC WORLD MARKET INC. 2110.00%0.00%0.01%Q4 2013Q1 202331
ASSETMARK, INC 2020.00%0.21%3.07%Q3 2014Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.05%Q4 2015Q3 202331
Private Advisor Group, LLC 1110.00%0.05%0.28%Q4 2013Q3 202331
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.04%0.07%0.26%Q3 2013Q4 202030
PRICE T ROWE ASSOCIATES INC /MD/ 30300.00%0.00%0.00%Q2 2013Q3 202030
Country Club Trust Company, n.a. 1410.02%0.49%1.10%Q2 2013Q4 202130
Gradient Investments LLC 1820.00%0.00%0.00%Q4 2014Q3 202330
Creative Planning 710.00%0.00%0.01%Q4 2013Q3 202329
EASTERN BANK 2540.01%1.25%2.37%Q2 2013Q4 202229
CREDIT SUISSE AG/ 1210.00%0.01%0.06%Q1 2013Q3 202329
Pinnacle Advisory Group, Inc. 2711.90%4.14%9.10%Q3 2013Q1 202129
Tower Research Capital LLC (TRC) 610.00%0.18%1.64%Q3 2013Q3 202329
EATON VANCE MANAGEMENT 29290.00%0.00%0.01%Q1 2015Q1 202229
Transamerica Financial Advisors, Inc. 2110.05%0.18%0.54%Q4 2013Q3 202329
Geneos Wealth Management Inc. 2810.00%0.03%0.16%Q1 2016Q3 202329
Smithfield Trust Co 28280.08%0.50%1.19%Q4 2016Q3 202328
FIRST MANHATTAN CO. LLC. 2710.00%0.00%0.00%Q1 2014Q2 202328
CONNABLE OFFICE INC 28282.98%5.88%9.17%Q2 2013Q1 202028
Lee Financial Co 27270.01%1.23%3.97%Q1 2017Q3 202327
FLOW TRADERS U.S. LLC 710.13%2.32%21.16%Q3 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.19%Q2 2013Q4 201927
Vontobel Swiss Wealth Advisors AG 27270.34%3.21%6.87%Q4 2014Q2 202127
Brinker Capital Investments, LLC 27270.00%0.58%1.49%Q2 2013Q4 201927
AllSquare Wealth Management LLC 2520.00%0.00%0.00%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.00%0.02%0.04%Q1 2017Q3 202327
M&T BANK CORP 930.00%0.01%0.02%Q3 2014Q4 202127
PICTET BANK & TRUST Ltd 2330.16%0.37%0.60%Q1 2014Q1 202326
Parallel Advisors, LLC 14120.00%0.00%0.01%Q1 2017Q3 202326
BESSEMER GROUP INC 2210.00%0.40%4.80%Q1 2015Q3 202226
NISA INVESTMENT ADVISORS, LLC 14120.00%0.01%0.02%Q2 2013Q3 202326
NOESIS CAPITAL MANGEMENT CORP 26260.81%1.36%1.96%Q1 2017Q2 202326
Homrich & Berg 2510.01%0.03%0.05%Q2 2013Q4 201926
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.07%Q2 2017Q3 202326
Beaumont Financial Partners, LLC 25250.02%0.17%0.98%Q3 2016Q3 202225
First Allied Advisory Services, Inc. 15100.01%0.04%0.11%Q2 2013Q3 202025
SEI INVESTMENTS CO 910.00%0.00%0.00%Q4 2014Q3 202325
RiverFront Investment Group, LLC 1780.01%0.57%2.91%Q3 2012Q2 201925
BAR HARBOR WEALTH MANAGEMENT 2410.03%0.09%0.14%Q1 2013Q3 201925
DEUTSCHE BANK AG\ 1030.00%0.00%0.01%Q3 2013Q1 202325
SIMPLEX TRADING, LLC 1210.00%0.01%0.05%Q2 2015Q3 202324
Ballew Advisors, Inc 24240.42%0.72%0.99%Q4 2017Q3 202324
NEXT Financial Group, Inc 920.00%0.01%0.10%Q2 2014Q4 202124
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q3 202324
Perigon Wealth Management, LLC 1610.01%0.11%0.32%Q2 2014Q3 202324
PRUDENTIAL FINANCIAL INC 1110.00%0.00%0.01%Q2 2014Q2 202324
Carroll Financial Associates, Inc. 24240.00%0.01%0.02%Q1 2016Q4 202124
Global Retirement Partners, LLC 1010.00%0.02%0.06%Q4 2016Q3 202324
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 24240.00%0.08%0.18%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 1490.00%0.01%0.04%Q4 2017Q3 202323
FCA CORP /TX 2210.05%0.93%1.49%Q1 2014Q3 202023
OLD MISSION CAPITAL LLC 810.06%1.41%7.60%Q4 2014Q3 202223
VAN ECK ASSOCIATES CORP 23230.00%0.01%0.02%Q2 2016Q4 202123
JAMES INVESTMENT RESEARCH INC 1440.00%0.01%0.09%Q3 2013Q2 202023
Rockefeller Capital Management L.P. 23230.00%0.03%0.13%Q1 2018Q3 202323
Banco Santander, S.A. 1840.01%0.05%0.15%Q1 2018Q3 202322
Psagot Value Holdings Ltd. 22220.00%0.09%0.26%Q1 2015Q2 202022
WealthTrust Fairport, LLC 11110.03%1.39%5.94%Q2 2013Q1 201922
TD ASSET MANAGEMENT INC 1310.02%0.14%0.39%Q4 2015Q3 202322
EFG Asset Management (Americas) Corp. 1910.05%0.09%0.14%Q2 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Itau Unibanco Holding S.A. 1520.00%0.16%0.82%Q3 2016Q2 202221
IndexIQ Advisors LLC 1410.00%0.60%2.08%Q1 2014Q1 202021
WHITTIER TRUST CO 21210.00%0.01%0.02%Q1 2015Q1 202021
J.P. Morgan Private Wealth Advisors LLC 21210.01%0.03%0.13%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.10%0.12%0.16%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
Sequent Asset Management, LLC 20200.24%0.61%1.74%Q2 2014Q1 201920
Conservest Capital Advisors, Inc. 20200.46%0.57%0.72%Q4 2018Q3 202320
Wolf Group Capital Advisors 20200.25%2.72%8.46%Q4 2018Q3 202320
Steinberg Global Asset Management 1640.09%0.39%1.37%Q4 2013Q1 201920
GABLES CAPITAL MANAGEMENT INC. 20200.01%0.01%0.01%Q2 2018Q1 202320
BNP PARIBAS FINANCIAL MARKETS 810.00%0.00%0.01%Q2 2014Q3 202320
Asset Planning Services, Ltd. 1550.08%0.11%0.14%Q2 2015Q2 202020
Bank Pictet & Cie (Europe) AG 1280.01%0.04%0.08%Q1 2017Q1 202220
TWO SIGMA SECURITIES, LLC 510.00%0.18%1.13%Q4 2014Q3 202320
M&R CAPITAL MANAGEMENT INC 19190.00%0.03%0.07%Q2 2017Q4 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
HENGEHOLD CAPITAL MANAGEMENT LLC 1630.06%1.60%5.94%Q3 2013Q3 201919
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.00%0.01%Q4 2015Q2 202019
Hefren-Tillotson, Inc. 19190.01%0.17%0.77%Q4 2013Q2 201819
Brouwer & Janachowski, LLC 19190.06%1.31%2.75%Q1 2017Q3 202119
TSFG, LLC 19190.06%0.11%0.16%Q1 2019Q3 202319
Cribstone Capital Management, LLC 19190.04%0.65%3.38%Q4 2015Q2 202019
SUNTRUST BANKS INC 920.00%0.01%0.02%Q2 2013Q2 201919
Merriman Wealth Management, LLC 710.04%0.36%1.84%Q2 2013Q2 202319
CAPITAL ONE, NATIONAL ASSOCIATION 19190.15%0.53%0.87%Q4 2013Q2 201819
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
FDx Advisors, Inc. 810.01%0.12%0.51%Q1 2014Q3 202318
QUATTRO FINANCIAL ADVISORS LLC 1260.11%2.78%10.38%Q1 2017Q4 202118
BB&T SECURITIES, LLC 1170.00%0.03%0.10%Q2 2013Q3 201918
Harel Insurance Investments & Financial Services Ltd. 18180.01%0.01%0.03%Q2 2019Q3 202318
AMP Capital Investors Ltd 810.00%0.03%0.13%Q2 2013Q3 202118
Zurich Insurance Group Ltd/FI 910.00%0.03%0.08%Q4 2015Q3 202318
Nan Shan Life Insurance Co., Ltd. 1620.06%0.21%0.43%Q1 2017Q3 202118
Commonwealth Equity Services, Inc 18180.00%0.02%0.08%Q2 2013Q3 201718
Aspire Private Capital, LLC 1350.00%0.00%0.00%Q4 2018Q3 202318
Bank of New York Mellon Corp 820.00%0.00%0.01%Q2 2013Q3 202318
Garde Capital, Inc. 1070.02%0.12%0.26%Q2 2014Q3 202317
Edgemoor Investment Advisors, Inc. 17170.10%0.24%0.38%Q1 2016Q1 202017
LMCG INVESTMENTS, LLC 1070.37%0.56%0.72%Q2 2013Q3 202317
WOLVERINE ASSET MANAGEMENT LLC 720.00%0.02%0.06%Q2 2013Q2 201917
Winfield Associates, Inc. 17170.02%0.21%1.01%Q4 2013Q4 201717
Patten Group, Inc. 17170.00%0.14%0.60%Q4 2014Q4 201817
Lenox Wealth Advisors, LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
GRIMES & COMPANY, INC. 980.01%0.04%0.08%Q1 2018Q2 202217
LAZARD ASSET MANAGEMENT LLC 720.00%0.01%0.02%Q4 2015Q3 202316
Kore Private Wealth LLC 16160.87%1.30%2.09%Q4 2018Q3 202216
UBP Investment Advisors SA 16160.46%1.20%2.95%Q4 2017Q3 202116
Selective Wealth Management, Inc. 1510.00%0.32%2.61%Q3 2018Q3 202216
Cerity Partners LLC 1510.00%0.06%0.26%Q4 2017Q2 202316
Banque Cantonale Vaudoise 16160.02%0.04%0.09%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.01%Q4 2015Q2 202216
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.07%0.20%Q4 2019Q3 202316
UNITED SERVICES AUTOMOBILE ASSOCIATION 970.01%0.08%0.23%Q2 2013Q3 201816
Virtu KCG Holdings LLC 16160.00%0.05%0.16%Q3 2013Q2 201716
Jacobi Capital Management LLC 16160.00%0.26%2.01%Q3 2017Q2 202116
Walleye Trading LLC 520.00%0.00%0.01%Q3 2015Q3 201816
BBT Capital Management, LLC 16160.10%0.36%1.10%Q4 2013Q3 201716
HIGH POINT BANK & TRUST CO 15150.00%2.43%3.96%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
Valeo Financial Advisors, LLC 15150.00%0.01%0.04%Q3 2017Q1 202115
D.A. DAVIDSON & CO. 1140.00%0.00%0.01%Q2 2013Q2 201715
Bank Julius Baer & Co. Ltd, Zurich 15150.03%0.10%0.26%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
Advisory Services Network, LLC 520.00%0.00%0.01%Q1 2016Q1 202315
NOTTINGHAM ADVISORS, INC. 610.35%1.97%5.09%Q2 2013Q3 202315
TORONTO DOMINION BANK 540.00%0.00%0.01%Q4 2017Q3 202314
PATTEN & PATTEN INC/TN 1040.02%0.17%0.25%Q2 2013Q1 202014
FIRST TRUST ADVISORS LP 14140.00%0.00%0.00%Q2 2013Q3 201614
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1130.01%0.03%0.10%Q2 2016Q3 202014
BlackRock Investment Management, LLC 14140.00%0.03%0.07%Q3 2013Q4 201614
Clark Capital Management Group, Inc. 310.02%1.07%4.21%Q2 2013Q1 202314
STATE STREET CORP 14140.00%0.00%0.01%Q4 2013Q1 201714
PARAMETRIC PORTFOLIO ASSOCIATES LLC 860.00%0.00%0.00%Q2 2014Q4 201814
Polaris Wealth Advisory Group, LLC 810.49%1.62%3.71%Q2 2013Q2 202114
NorthCoast Asset Management LLC 14140.03%0.67%1.96%Q2 2018Q3 202114
REGIONS FINANCIAL CORP 860.00%0.00%0.00%Q2 2013Q1 201914
FIL Ltd 14140.01%0.02%0.03%Q2 2015Q3 201814
Financial Architects, Inc 1110.00%0.01%0.05%Q2 2015Q3 201814
Winslow, Evans & Crocker, Inc. 610.00%0.01%0.04%Q3 2014Q4 202013
Arkos Global Advisors 13130.12%0.52%1.40%Q4 2018Q4 202113
COOKSON PEIRCE & CO INC 910.01%0.12%0.34%Q4 2013Q2 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 410.01%0.05%0.13%Q4 2014Q3 202013
Hexagon Capital Partners LLC 13130.10%0.14%0.16%Q3 2020Q3 202313
WHITE PINE CAPITAL LLC 1210.10%0.19%0.91%Q3 2016Q4 201913
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q1 2013Q1 202313
Cetera Advisor Networks LLC 610.00%0.01%0.04%Q1 2017Q3 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.01%0.01%Q2 2017Q3 202313
NewEdge Advisors, LLC 760.00%0.01%0.01%Q2 2020Q3 202313
Archer Investment Corp 12120.00%0.01%0.01%Q4 2020Q3 202312
ALLIANCEBERNSTEIN L.P. 610.00%0.00%0.00%Q1 2016Q1 202312
Harvest Fund Management Co., Ltd 750.02%0.14%0.34%Q4 2016Q4 201912
Quantitative Investment Management, LLC 310.04%0.23%0.48%Q1 2018Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.02%Q2 2013Q1 201612
TRUSTCORE FINANCIAL SERVICES, LLC 530.00%0.06%0.18%Q4 2017Q4 202212
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12120.09%0.12%0.15%Q3 2013Q2 201612
Cetera Investment Advisers 12120.00%0.01%0.02%Q4 2020Q3 202312
CEDAR CAPITAL, LLC 720.10%0.50%2.04%Q3 2016Q3 202112
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
MOTCO 1110.00%0.00%0.00%Q2 2013Q4 201812
NOVARE CAPITAL MANAGEMENT LLC 510.04%0.54%1.46%Q2 2015Q2 202312
DUBUQUE BANK & TRUST CO 1110.00%1.13%2.23%Q3 2014Q2 201812
Proquility Private Wealth Partners, LLC 12122.92%3.36%3.62%Q4 2020Q3 202312
FAS Wealth Partners, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
PRIVATE TRUST CO NA 520.01%0.13%0.85%Q4 2014Q3 202312
Intercontinental Wealth Advisors, LLC 520.00%0.14%0.28%Q4 2016Q2 202312
Smith Anglin Financial, LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
Horizon Investments, LLC 410.00%2.01%7.63%Q3 2013Q3 202312
PineBridge Investments, L.P. 710.00%0.02%0.06%Q1 2015Q4 202112
MIDDLETON & CO INC/MA 610.04%0.57%1.10%Q3 2013Q3 201812
MEITAV INVESTMENT HOUSE LTD 1010.02%0.03%0.06%Q2 2018Q3 202311
CURIAN CAPITAL LLC 11110.74%2.00%3.69%Q2 2013Q4 201511
OPPENHEIMER & CO INC 710.01%0.03%0.05%Q2 2013Q1 202311
Virtu Financial LLC 510.03%0.14%0.44%Q2 2014Q4 201911
ADVANTAGE INVESTMENT MANAGEMENT, LLC 740.00%0.06%0.28%Q1 2015Q1 201811
Vontobel Holding Ltd. 11110.00%0.11%0.29%Q1 2021Q3 202311
Joel Isaacson & Co., LLC 530.01%0.01%0.02%Q2 2016Q3 202311
CERTUITY, LLC 11110.04%0.07%0.11%Q2 2020Q4 202211
Sierra Capital LLC 11110.66%1.02%1.31%Q1 2021Q3 202311
Karpus Management, Inc. 11110.04%0.54%1.11%Q2 2013Q4 201511
MCF Advisors LLC 11110.00%0.03%0.07%Q2 2014Q4 201611
McIlrath & Eck, LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
Hudson Portfolio Management LLC 11110.99%1.72%2.01%Q1 2021Q3 202311
ProVise Management Group, LLC 740.04%0.06%0.07%Q1 2015Q4 201811
Manifold Partners, LLC 520.10%3.25%6.45%Q3 2013Q1 201711
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
BENJAMIN F. EDWARDS & COMPANY, INC. 740.00%0.00%0.01%Q1 2014Q2 202111
First Horizon Advisors, Inc. 410.00%0.00%0.01%Q1 2017Q2 202311
Northwest Capital Management Inc 820.00%3.00%6.30%Q4 2017Q3 202310
Kestra Advisory Services, LLC 730.00%0.02%0.05%Q3 2020Q2 202310
UBS ASSET MANAGEMENT AMERICAS INC 10100.00%0.01%0.02%Q2 2017Q3 201910
Janney Montgomery Scott LLC 710.00%0.01%0.04%Q2 2017Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
HRT FINANCIAL LP 210.00%0.16%0.56%Q4 2015Q2 202310
First City Capital Management, Inc. 10100.26%0.41%0.57%Q3 2017Q4 201910
Accuvest Global Advisors 10100.23%0.35%0.82%Q2 2021Q3 202310
Venturi Wealth Management, LLC 310.01%0.38%0.92%Q2 2017Q3 202310
Certified Advisory Corp 10100.00%0.01%0.02%Q4 2017Q1 202010
Csenge Advisory Group 730.02%0.52%0.84%Q3 2017Q2 202310
BROWN ADVISORY INC 730.00%0.01%0.02%Q4 2013Q3 201810
ACIMA PRIVATE WEALTH, LLC 10100.05%3.29%4.25%Q4 2019Q1 202210
New Vernon Capital Holdings II LLC 10101.42%10.82%18.14%Q2 2016Q3 201810
BlackRock Fund Advisors 10100.00%0.29%0.59%Q3 2014Q4 201610
Wealthspire Advisors, L.P. 820.00%0.01%0.01%Q4 2015Q1 201910
Polianta Ltd 412.99%5.83%8.15%Q2 2017Q3 202310
Capital Analysts, LLC 910.01%0.03%0.05%Q1 2016Q3 201810
SVB WEALTH LLC 820.00%0.01%0.02%Q4 2019Q3 202310
Fort Sheridan Advisors LLC 10100.10%0.14%0.18%Q2 2021Q3 202310
1832 Asset Management L.P. 410.00%0.00%0.01%Q4 2015Q1 20239
Rehmann Capital Advisory Group 320.02%0.03%0.06%Q1 2014Q2 20239
NTV ASSET MANAGEMENT LLC 810.04%0.09%0.11%Q4 2013Q3 20219
Pinnacle Summer Investments, Inc. 810.01%0.02%0.02%Q2 2013Q3 20159
Sound Income Strategies, LLC 990.00%0.00%0.00%Q1 2018Q1 20209
Windsor Creek Advisors, LLC 430.06%0.15%0.34%Q3 2019Q2 20219
Dorsey Wright & Associates 330.88%2.04%4.30%Q4 2013Q3 20239
Castleview Partners, LLC 810.00%0.01%0.02%Q2 2021Q3 20239
Arrow Investment Advisors, LLC 333.84%4.81%5.85%Q4 2013Q3 20239
HARBOR ADVISORY CORP /MA/ 990.39%0.43%0.49%Q4 2017Q4 20199
NVWM, LLC 990.00%0.56%1.60%Q4 2017Q4 20199
Interchange Capital Partners, LLC 810.31%0.97%1.46%Q2 2021Q3 20239
PICTET ASSET MANAGEMENT LTD 310.00%0.01%0.03%Q2 2017Q4 20209
AGILIS PARTNERS LLC 631.62%4.08%7.03%Q1 2015Q4 20179
KCS Wealth Advisory 990.31%0.58%0.77%Q4 2017Q4 20199
COLTON GROOME FINANCIAL ADVISORS, LLC 320.09%1.71%2.78%Q3 2019Q3 20239
Voya Financial Advisors, Inc. 720.05%0.17%0.57%Q1 2015Q2 20189
Sandy Spring Bank 710.00%0.00%0.00%Q2 2014Q4 20189
BLACKROCK ADVISORS LLC 630.01%0.08%0.18%Q3 2014Q4 20169
SUNFLOWER BANK, NA WEALTH MANAGEMENT 541.07%1.72%2.96%Q3 2013Q1 20169
Capital Investment Advisory Services, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
First National Bank of South Miami 990.02%0.03%0.03%Q4 2018Q4 20209
Qube Research & Technologies Ltd 710.00%0.03%0.16%Q4 2020Q3 20239
GHP Investment Advisors, Inc. 990.01%0.02%0.02%Q3 2021Q3 20239
COMERICA BANK 510.00%0.00%0.01%Q3 2013Q3 20239
Stone Point Wealth LLC 880.43%0.61%0.76%Q4 2021Q3 20238
First Heartland Consultants, Inc. 710.02%0.50%0.64%Q2 2013Q2 20188
BANK HAPOALIM BM 710.01%0.03%0.09%Q2 2014Q4 20188
JUNCTURE WEALTH STRATEGIES, LLC 880.92%1.55%1.93%Q4 2014Q3 20168
Baird Financial Group, Inc. 410.00%0.07%0.17%Q2 2015Q3 20238
Allspring Global Investments Holdings, LLC 880.03%0.06%0.10%Q4 2021Q3 20238
Atria Investments, Inc 310.01%0.03%0.06%Q3 2013Q3 20238
Accredited Investors Inc. 880.06%4.22%6.74%Q4 2014Q3 20168
Congress Wealth Management LLC / DE / 880.80%1.25%1.91%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.01%0.02%0.03%Q1 2014Q4 20158
RESOURCES MANAGEMENT CORP /CT/ /ADV 620.00%0.00%0.00%Q3 2018Q4 20208
PGIM Custom Harvest LLC 440.41%0.93%1.60%Q4 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
Integrated Wealth Concepts LLC 620.01%0.01%0.02%Q3 2020Q3 20238
GREENWOOD CAPITAL ASSOCIATES LLC 440.03%0.92%2.13%Q2 2017Q3 20238
BARINGS LLC 510.03%0.19%0.38%Q1 2017Q3 20238
Desjardins Global Asset Management Inc. 880.00%0.15%0.30%Q4 2021Q3 20238
Element Wealth, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Column Capital Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Ledyard National Bank 880.02%0.05%0.08%Q1 2017Q4 20188
Fiduciary Trust Co International of Pennsylvania 530.02%1.42%9.53%Q4 2017Q4 20198
MANAGED ACCOUNT ADVISORS LLC 880.02%0.10%0.22%Q3 2013Q2 20158
Community Bank, N.A. 410.01%0.19%0.50%Q2 2017Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.10%0.12%0.14%Q4 2021Q3 20238
MADISON INVESTMENT HOLDINGS INC 880.02%0.58%0.86%Q1 2017Q4 20188
Lindbrook Capital, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 880.27%0.34%0.40%Q4 2021Q3 20238
Antonetti Capital Management LLC 610.01%3.56%6.26%Q2 2010Q3 20218
OPTIMUM INVESTMENT ADVISORS 880.00%0.01%0.01%Q1 2018Q4 20198
Equitable Holdings, Inc. 880.00%0.01%0.02%Q3 2020Q2 20228
Goodman Financial Corp 882.48%3.28%5.22%Q1 2015Q4 20168
Key FInancial Inc 880.00%0.00%0.01%Q4 2021Q3 20238
IHT Wealth Management, LLC 880.02%0.04%0.08%Q4 2016Q3 20188
FOUNDERS FINANCIAL SECURITIES LLC 210.48%1.03%2.03%Q1 2015Q2 20237
HAZLETT, BURT & WATSON, INC. 770.04%0.04%0.04%Q1 2022Q3 20237
HL FINANCIAL SERVICES LLC 430.01%0.03%0.05%Q1 2017Q4 20187
TRUIST FINANCIAL CORP 430.00%0.00%0.01%Q4 2019Q3 20237
AVALON CAPITAL MANAGEMENT 210.51%1.82%3.20%Q3 2013Q2 20217
Kovack Advisors, Inc. 610.05%0.08%0.10%Q2 2017Q1 20197
Lido Advisors, LLC 770.02%0.03%0.05%Q2 2017Q4 20187
Savior LLC 770.01%0.01%0.01%Q4 2019Q2 20217
BOKF, NA 520.01%0.01%0.01%Q4 2018Q4 20217
Spot Trading L.L.C 440.00%0.02%0.05%Q3 2013Q2 20147
Glassman Wealth Services 510.00%0.00%0.03%Q2 2019Q1 20237
NATIXIS ADVISORS, L.P. 770.18%0.41%0.64%Q2 2013Q4 20147
Trexquant Investment LP 310.01%0.03%0.06%Q3 2019Q2 20227
Zions Bancorporation 770.00%0.00%0.01%Q1 2015Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
LGL PARTNERS, LLC 610.08%0.13%0.19%Q2 2017Q1 20197
SIMON QUICK ADVISORS, LLC 770.02%0.02%0.03%Q4 2016Q2 20187
DRW Securities, LLC 610.06%0.25%0.56%Q1 2018Q3 20207
Argentus Capital Management, LLC 610.02%0.22%0.90%Q4 2013Q3 20167
Trust Co 770.00%0.00%0.01%Q1 2021Q3 20227
RWA WEALTH PARTNERS, LLC 410.09%0.21%0.52%Q1 2017Q4 20227
Tyler-Stone Wealth Management 520.07%0.07%0.08%Q4 2021Q3 20237
Joseph P. Lucia & Associates, LLC 610.02%0.14%0.30%Q1 2019Q4 20207
VOYA INVESTMENT MANAGEMENT LLC 310.23%0.34%0.53%Q3 2013Q2 20217
Legacy Advisors, LLC 770.07%0.07%0.08%Q1 2022Q3 20237
WASHINGTON CAPITAL MANAGEMENT, INC 771.76%2.39%3.20%Q1 2015Q3 20167
Lombard Odier Transatlantic Ltd 770.05%0.05%0.06%Q4 2014Q2 20167
Brandywine Global Investment Management, LLC 770.00%0.00%0.00%Q1 2015Q3 20167
Crewe Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Diversified Trust Co 770.01%0.02%0.02%Q2 2017Q4 20187
Squarepoint Ops LLC 410.01%0.10%0.36%Q4 2017Q2 20237
Placemark Investments, Inc. 770.01%0.05%0.10%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.01%0.02%Q1 2021Q3 20227
Concert Wealth Management Inc. 410.00%0.04%0.05%Q3 2013Q3 20166
Cougar Global Investments Ltd 660.02%6.50%10.86%Q2 2017Q3 20186
US FINANCIAL ADVISORS, LLC 660.03%0.06%0.09%Q4 2014Q1 20166
COMMUNITY BANK SYSTEM, INC. 660.59%0.65%0.72%Q2 2013Q3 20146
Advisory Services & Investments, LLC 660.57%0.65%0.80%Q1 2021Q2 20226
Richard Bernstein Advisors LLC 420.00%2.11%3.76%Q2 2017Q3 20236
FundX Investment Group, LLC 310.16%1.86%3.38%Q4 2013Q4 20196
WFG Advisors, LP 660.00%0.00%0.00%Q3 2013Q4 20146
Bartlett & Co. LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Prospera Financial Services Inc 310.00%0.04%0.06%Q4 2018Q3 20236
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
UBS AG 660.04%0.08%0.12%Q2 2013Q3 20146
NewEdge Wealth, LLC 660.07%0.08%0.10%Q4 2020Q1 20226
Avior Wealth Management, LLC 660.01%0.01%0.01%Q1 2016Q2 20176
INTEGRAL DERIVATIVES, LLC 330.01%0.02%0.04%Q4 2013Q2 20146
Sowell Financial Services LLC 310.00%0.02%0.07%Q4 2018Q1 20216
Turim 21 Investimentos Ltda. 660.28%1.36%2.58%Q3 2017Q4 20186
Financial Management Professionals, Inc. 410.78%2.12%3.06%Q2 2017Q2 20236
PFS INVESTMENTS INC. 210.20%0.33%0.49%Q4 2019Q2 20236
Realta Investment Advisors 420.00%0.01%0.02%Q1 2019Q3 20236
Bank OZK 660.08%0.10%0.12%Q2 2014Q3 20156
Strategic Wealth Partners, Ltd. 410.00%0.01%0.04%Q4 2017Q3 20196
BlueCrest Capital Management Ltd 510.05%0.22%0.49%Q1 2017Q3 20186
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Pacer Advisors, Inc. 410.01%0.04%0.09%Q1 2016Q2 20196
Destination Wealth Management 310.00%0.01%0.04%Q2 2014Q2 20196
Avidian Wealth Solutions, LLC 510.20%2.91%3.90%Q1 2017Q3 20186
Lenox Wealth Management, Inc. 410.00%0.01%0.03%Q3 2018Q2 20206
Evercore Wealth Management, LLC 420.00%0.00%0.01%Q1 2014Q4 20176
Progeny 3, Inc. 330.62%13.81%30.64%Q1 2016Q4 20176
EnTrustPermal Management LLC 423.38%4.68%6.10%Q3 2013Q3 20176
PRUDENTIAL PLC 660.00%0.03%0.08%Q3 2020Q4 20216
LAKE STREET ADVISORS GROUP, LLC 310.03%0.05%0.15%Q4 2017Q1 20226
Arkadios Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
Stratos Wealth Partners, LTD. 210.00%0.01%0.04%Q1 2015Q2 20235
Gramercy Funds Management LLC 550.19%0.25%0.29%Q4 2013Q4 20145
BADGLEY PHELPS & BELL INC 550.01%0.68%0.93%Q3 2017Q3 20185
Ausdal Financial Partners, Inc. 410.01%0.11%0.15%Q4 2015Q1 20185
Knott David M Jr 550.00%0.00%0.00%Q2 2022Q2 20235
ASCEND CAPITAL, LLC 550.52%1.02%1.42%Q3 2016Q3 20175
Onyx Bridge Wealth Group LLC 320.05%0.08%0.09%Q4 2021Q2 20235
Tactical Allocation Group LLC 550.17%10.50%14.16%Q3 2013Q3 20145
Integrated Wealth Management 550.00%0.00%0.00%Q3 2015Q3 20165
SPINNAKER TRUST 552.84%4.21%5.75%Q3 2015Q3 20165
Arcus Capital Partners, LLC 550.74%0.78%0.84%Q4 2016Q4 20175
Independent Portfolio Consultants, Inc. 310.06%0.46%1.53%Q1 2014Q2 20175
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Concord Wealth Partners 210.00%0.00%0.00%Q1 2022Q3 20235
BARING ASSET MANAGEMENT Ltd 410.05%0.14%0.24%Q4 2015Q3 20175
THRIVENT FINANCIAL FOR LUTHERANS 320.00%0.00%0.00%Q3 2014Q4 20175
Chicago Capital, LLC 550.03%0.04%0.04%Q2 2018Q2 20195
WASHINGTON TRUST BANK 410.01%0.01%0.02%Q4 2016Q2 20185
Balentine LLC 550.00%0.00%0.00%Q3 2022Q3 20235
NOMURA ASSET MANAGEMENT CO LTD 410.00%0.02%0.04%Q4 2016Q2 20205
Elmwood Wealth Management, Inc. 410.00%0.00%0.00%Q1 2018Q1 20205
WILMINGTON TRUST CO 550.01%0.02%0.03%Q2 2013Q2 20145
SeaBridge Investment Advisors LLC 550.09%0.11%0.12%Q1 2017Q1 20185
Aris Wealth Services, Inc. 550.39%0.53%0.72%Q2 2014Q2 20155
Russell Investments Group, Ltd. 320.00%0.00%0.01%Q4 2021Q1 20235
Van Hulzen Asset Management, LLC 550.07%0.31%0.48%Q4 2018Q4 20195
Winch Advisory Services, LLC 550.00%2.00%3.86%Q4 2017Q4 20185
AMERICAN NATIONAL BANK 550.05%0.05%0.06%Q3 2022Q3 20235
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 550.00%0.00%0.01%Q4 2015Q4 20165
Connectus Wealth, LLC 320.24%0.62%1.53%Q1 2022Q3 20235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.01%0.07%0.10%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.00%0.09%0.19%Q4 2016Q4 20175
Truvestments Capital LLC 550.00%0.00%0.00%Q1 2020Q1 20215
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 210.00%0.08%0.18%Q4 2016Q3 20235
TRIANGLE PEAK PARTNERS, LP 410.90%2.46%4.79%Q4 2013Q3 20155
ASPIRIANT, LLC 310.02%0.03%0.04%Q3 2017Q3 20235
FIDUCIARY TRUST INTERNATIONAL LLC 550.87%0.91%0.99%Q1 2018Q1 20195
ALTERNA WEALTH MANAGEMENT, INC 550.10%0.31%0.39%Q4 2018Q4 20195
Veritable, L.P. 410.00%0.00%0.01%Q4 2013Q1 20235
Roble, Belko & Company, Inc 410.00%0.01%0.01%Q1 2022Q3 20235
NWAM LLC 550.04%0.05%0.06%Q4 2020Q4 20215
Strategic Point Investment Advisors, LLC 553.57%3.76%4.01%Q2 2013Q2 20145
Squar Milner Financial Services LLC 220.00%0.21%0.40%Q1 2019Q1 20204
Benefit Street Partners LLC 440.10%0.15%0.28%Q2 2020Q1 20214
GenTrust, LLC 440.06%0.08%0.09%Q2 2019Q1 20204
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q1 20234
Sage Advisory Services, Ltd.Co. 442.01%3.03%3.58%Q4 2016Q3 20174
Nalls Sherbakoff Group, LLC 310.01%0.01%0.01%Q4 2018Q3 20234
Bluefin Trading, LLC 210.04%0.05%0.06%Q1 2014Q4 20174
Stadion Money Management, LLC 310.04%0.63%0.92%Q3 2013Q4 20174
Asset Dedication, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
CLEAR STREET MARKETS LLC 110.00%0.05%0.09%Q3 2014Q2 20224
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 220.23%0.52%1.14%Q1 2014Q4 20154
Moors & Cabot, Inc. 440.03%0.04%0.04%Q2 2017Q1 20184
JOYN Advisors, Inc. 440.10%0.11%0.12%Q4 2014Q3 20154
RED CEDAR INVESTMENT MANAGEMENT, LLC 442.08%2.37%2.69%Q2 2019Q1 20204
Claraphi Advisory Network, LLC 310.00%0.21%0.41%Q4 2017Q3 20194
HOLLENCREST CAPITAL MANAGEMENT 440.31%1.54%2.01%Q2 2017Q1 20184
WELLINGTON MANAGEMENT GROUP LLP 440.00%0.00%0.01%Q1 2015Q4 20154
Lombard Odier & Cie (Canada), Limited Partnership 440.04%0.05%0.06%Q4 2013Q3 20144
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q1 2023Q4 20234
MV CAPITAL MANAGEMENT, INC. 440.16%1.24%1.82%Q1 2015Q4 20154
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 440.01%0.03%0.05%Q4 2022Q3 20234
CENTAURUS FINANCIAL, INC. 310.02%0.12%0.25%Q2 2018Q3 20234
Affinity Capital Advisors, LLC 440.25%0.43%0.58%Q4 2019Q3 20204
Y-Intercept (Hong Kong) Ltd 210.05%0.07%0.09%Q1 2021Q2 20234
RATIONAL ADVISORS LLC 220.01%0.37%0.70%Q2 2009Q3 20114
BREWIN DOLPHIN LTD 440.00%0.00%0.00%Q3 2017Q2 20184
Corient Private Wealth LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Braver Wealth Management, LLC 440.04%0.05%0.07%Q1 2016Q4 20164
Kozak & Associates, Inc. 310.00%0.00%0.01%Q4 2021Q3 20234
Klingman & Associates, LLC 440.00%0.00%0.00%Q4 2014Q3 20154
CLEARARC CAPITAL INC 440.05%0.06%0.10%Q3 2016Q2 20174
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Verition Fund Management LLC 110.02%0.96%3.34%Q2 2014Q1 20184
Legacy Financial Advisors, Inc. 440.12%0.24%0.40%Q4 2017Q3 20184
WBH ADVISORY INC 440.04%0.14%0.32%Q3 2021Q2 20224
PERSONAL CFO SOLUTIONS, LLC 440.11%0.14%0.17%Q3 2019Q2 20204
Northstar Group, Inc. 440.27%0.36%0.42%Q4 2014Q3 20154
Waverly Advisors, LLC 310.01%0.02%0.02%Q2 2014Q3 20154
LFA - Lugano Financial Advisors SA 310.06%0.13%0.31%Q2 2018Q4 20204
Thomas J. Herzfeld Advisors, Inc. 440.01%0.01%0.01%Q2 2014Q1 20154
BAROMETER CAPITAL MANAGEMENT INC. 210.16%0.24%0.29%Q1 2014Q2 20214
Renaissance Technologies 210.00%0.00%0.01%Q2 2021Q2 20234
Clearstead Advisors, LLC 310.00%0.00%0.00%Q1 2020Q3 20234
FLAGSHIP HARBOR ADVISORS, LLC 440.00%0.00%0.01%Q2 2018Q1 20194
Riggs Asset Managment Co. Inc. 444.52%4.69%5.05%Q2 2017Q1 20184
Parcion Private Wealth LLC 442.33%4.60%6.97%Q4 2022Q3 20234
DRIEHAUS CAPITAL MANAGEMENT LLC 210.00%0.02%0.04%Q2 2015Q2 20164
Solstein Capital, LLC 440.20%0.68%1.10%Q3 2021Q2 20224
Seneca House Advisors 446.50%6.99%7.43%Q4 2017Q3 20184
Taikang Asset Management (Hong Kong) Co Ltd 310.14%0.33%0.42%Q4 2017Q3 20204
G&S Capital LLC 440.75%1.17%1.54%Q4 2022Q3 20234
Hirtle Callaghan & Co LLC 440.00%0.00%0.00%Q3 2020Q2 20214
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Donald L. Hagan, LLC 312.45%2.98%3.63%Q3 2015Q4 20184
Hamilton Capital, LLC 4418.34%18.77%19.02%Q4 2017Q3 20184
Hudson Bay Capital Management LP 310.02%0.11%0.21%Q3 2018Q4 20194
TKG Advisors, LLC 441.23%1.91%2.58%Q4 2022Q3 20234
BHF Kleinwort Benson Group S.A. 440.00%0.00%0.00%Q1 2014Q4 20144
Brookstone Capital Management 440.02%0.03%0.04%Q2 2019Q1 20204
Beaumont Financial Advisors, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Financial Alternatives, Inc 440.25%0.26%0.28%Q4 2022Q3 20234
XL Group Investments Ltd 446.65%7.66%8.11%Q4 2016Q3 20174
West Oak Capital, LLC 310.00%0.06%0.24%Q1 2018Q4 20214
FORESTERS ASSET MANAGEMENT INC. 440.78%0.86%1.02%Q2 2016Q1 20174
WFA of San Diego, LLC 210.02%0.03%0.03%Q2 2022Q3 20234
MONETA GROUP INVESTMENT ADVISORS LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CENTRAL BANK & TRUST CO 440.01%0.01%0.01%Q1 2021Q4 20214
Keeler Thomas Management LLC 330.30%0.36%0.42%Q1 2018Q3 20183
CHOREO, LLC 210.03%0.05%0.07%Q4 2017Q3 20183
Freedom Investment Management, Inc. 210.02%0.10%0.24%Q3 2015Q2 20173
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.27%1.77%2.57%Q1 2018Q3 20183
One Charles Private Wealth Services, LLC 330.14%0.53%1.07%Q1 2021Q3 20213
Magnus Financial Group LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Family Asset Management, LLC 330.19%0.24%0.26%Q1 2023Q3 20233
Hudock, Inc. 210.01%0.01%0.01%Q3 2013Q2 20143
COMMERZBANK AKTIENGESELLSCHAFT /FI 210.00%0.00%0.00%Q2 2016Q3 20173
Financial Advocates Investment Management 210.07%0.08%0.09%Q1 2018Q3 20233
Barrington Strategic Wealth Management Group LLC 330.72%1.23%1.60%Q1 2014Q3 20143
Americana Partners, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 330.08%0.10%0.11%Q2 2015Q4 20153
OneDigital Investment Advisors LLC 110.00%0.00%0.01%Q2 2017Q3 20183
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Danda Trouve Investment Management, Inc. 331.66%1.70%1.73%Q2 2021Q4 20213
Essex Savings Bank 330.02%0.03%0.03%Q4 2018Q2 20193
Graypoint LLC 330.03%0.03%0.04%Q4 2020Q2 20213
ING GROEP NV 330.00%0.02%0.04%Q1 2013Q3 20133
IMA Wealth, Inc. 332.06%2.12%2.19%Q4 2013Q2 20143
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Occidental Asset Management, LLC 330.17%0.18%0.19%Q2 2021Q4 20213
MEEDER ASSET MANAGEMENT INC 210.00%0.01%0.02%Q2 2017Q3 20213
Parisi Gray Wealth Management 330.11%0.12%0.13%Q4 2017Q2 20183
BAIRD ROBERT W & CO INC /WI/ 210.00%0.00%0.00%Q2 2014Q1 20153
Sonora Investment Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
Prisma Capital Partners LP 330.29%0.65%1.33%Q2 2017Q4 20173
Cobble Hill Financial Services, INC 330.43%1.00%1.28%Q1 2014Q3 20143
TD Waterhouse Canada Inc. 210.00%0.00%0.01%Q4 2021Q3 20233
Jacobus Wealth Management, Inc. 330.12%0.12%0.13%Q1 2014Q3 20143
Jane Street Holding, LLC 330.01%0.20%0.51%Q2 2013Q4 20133
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2013Q3 20213
F3Logic, LLC 330.07%0.08%0.09%Q4 2018Q2 20193
VALENTINE VENTURES LLC 111.14%1.72%2.53%Q4 2015Q4 20183
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 330.02%0.07%0.10%Q4 2013Q2 20143
Edge Capital Group, LLC 330.05%0.05%0.05%Q4 2018Q2 20193
PICTON MAHONEY ASSET MANAGEMENT 330.00%0.00%0.00%Q4 2018Q2 20193
Keel Point, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Cornerstone Advisory, LLC 330.08%0.11%0.14%Q2 2021Q4 20213
Robertson Stephens Wealth Management, LLC 330.03%0.18%0.36%Q1 2023Q3 20233
INSPIRION WEALTH ADVISORS, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Tranquilli Financial Advisor LLC 210.38%0.49%0.63%Q3 2021Q2 20233
tru Independence LLC 110.01%0.01%0.03%Q4 2019Q2 20213
Alhambra Investment Management LLC 210.27%0.97%1.32%Q4 2019Q3 20203
IFC Holdings Incorporated/FL 330.04%0.05%0.06%Q2 2017Q4 20173
Alpine Global Management, LLC 210.07%0.22%0.37%Q1 2017Q1 20233
Portfolio Strategies Inc 330.18%0.20%0.23%Q2 2017Q4 20173
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q4 2015Q3 20163
Canton Hathaway, LLC 330.12%0.13%0.13%Q4 2018Q2 20193
Kingfisher Capital LLC 330.95%0.97%1.01%Q1 2016Q3 20163
PICTET ASSET MANAGEMENT SA 110.00%0.00%0.00%Q3 2021Q2 20233
AdvisorNet Financial, Inc 210.00%0.00%0.00%Q3 2018Q2 20223
Empowered Funds, LLC 330.38%0.62%0.74%Q4 2020Q2 20213
DAVIS R M INC 210.01%0.01%0.01%Q4 2017Q1 20203
EWG Elevate Inc. 330.09%0.09%0.09%Q1 2023Q3 20233
Regal Investment Advisors LLC 210.00%0.00%0.00%Q4 2014Q3 20153
Narwhal Capital Management 330.15%0.16%0.16%Q4 2013Q2 20143
South Shore Capital Advisors 330.20%0.32%0.38%Q1 2021Q3 20213
Richard C. Young & CO., LTD. 331.09%1.38%1.83%Q1 2015Q3 20153
TUCKER ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q1 2022Q2 20233
Lumature Wealth Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
FWL INVESTMENT MANAGEMENT, LLC 330.14%0.18%0.25%Q2 2021Q4 20213
Hanlon Investment Management, Inc. 330.21%0.27%0.34%Q1 2023Q3 20233
FolioMetrix LLC 330.32%0.36%0.41%Q4 2014Q2 20153
TRUEWEALTH LLC 330.02%0.02%0.02%Q2 2018Q4 20183
ROPES WEALTH ADVISORS LLC 210.00%0.00%0.00%Q1 2018Q2 20193
Gunma Bank,Ltd. 211.31%1.89%2.70%Q4 2021Q3 20223
Lowe Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Brown Miller Wealth Management, LLC 330.21%0.22%0.24%Q1 2023Q3 20233
Jefferies Group LLC 110.00%0.00%0.00%Q4 2013Q4 20193
Glovista Investments LLC 210.13%0.89%2.17%Q2 2017Q4 20223
BECKER CAPITAL MANAGEMENT INC 330.03%0.03%0.03%Q1 2023Q3 20233
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
RiverGlades Family Offices LLC 330.87%0.89%0.92%Q4 2017Q2 20183
Advisors Preferred, LLC 210.01%0.01%0.02%Q3 2022Q2 20233
AMJ Financial Wealth Management 330.08%0.25%0.44%Q2 2021Q4 20213
Miller Investment Management, LP 210.24%0.80%1.63%Q2 2016Q4 20213
Endowment Wealth Management, Inc. 331.87%1.90%1.96%Q1 2023Q3 20233
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Gerber Kawasaki Wealth & Investment Management 330.08%0.16%0.22%Q1 2018Q3 20183
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
KCM INVESTMENT ADVISORS LLC 330.03%0.03%0.03%Q4 2014Q2 20153
McAdam, LLC 330.04%0.06%0.10%Q1 2018Q3 20183
Foothills Asset Management, Ltd. 331.83%1.91%1.96%Q4 2013Q2 20143
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Strategies Wealth Advisors, LLC 330.10%0.11%0.12%Q4 2021Q2 20223
Evolution Wealth Advisors, LLC 110.02%0.68%1.99%Q4 2018Q3 20233
Mayfair Advisory Group, LLC 220.20%0.22%0.25%Q2 2023Q3 20232
COLONY GROUP LLC 220.05%0.05%0.06%Q3 2017Q4 20172
55I, LLC 220.14%0.14%0.15%Q3 2019Q4 20192
ATLAS CAPITAL ADVISORS LLC 220.03%0.03%0.03%Q1 2023Q2 20232
MONEY CONCEPTS CAPITAL CORP 220.03%0.12%0.21%Q1 2023Q2 20232
Burns Matteson Capital Management, LLC 220.19%0.20%0.21%Q1 2023Q2 20232
Aaron Wealth Advisors LLC 110.00%0.03%0.06%Q1 2022Q4 20222
Silverleafe Capital Partners, LLC 221.64%1.83%2.02%Q2 2021Q3 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Legacy Capital Group California, Inc. 220.27%0.27%0.27%Q2 2023Q3 20232
PATRON PARTNERS, LLC 220.20%0.20%0.21%Q2 2023Q3 20232
Blackhawk Capital Partners LLC. 220.00%0.31%0.62%Q4 2017Q1 20182
JOHNSON INVESTMENT COUNSEL INC 220.01%0.01%0.01%Q4 2021Q1 20222
WealthOne, LLC 220.12%0.12%0.13%Q1 2023Q2 20232
Simplicity Solutions, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 220.15%0.15%0.16%Q1 2017Q2 20172
WOLFF WIESE MAGANA LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Continuum Advisory, LLC 220.05%0.05%0.06%Q1 2023Q2 20232
HM PAYSON & CO 220.00%0.00%0.00%Q2 2021Q3 20212
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Modera Wealth Management, LLC 110.02%0.14%0.27%Q4 2013Q1 20222
Edge Advisors, LLC 220.03%0.03%0.04%Q1 2018Q2 20182
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Fullerton Fund Management Co Ltd. 220.24%0.45%0.65%Q4 2022Q1 20232
Neuberger Berman Group LLC 220.01%0.01%0.01%Q1 2015Q2 20152
AlphaMark Advisors, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
10-15 ASSOCIATES, INC. 220.15%0.16%0.16%Q1 2020Q2 20202
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
SEI TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
MANNING & NAPIER ADVISORS LLC 220.12%0.15%0.18%Q2 2017Q3 20172
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2016Q3 20172
MYCIO WEALTH PARTNERS, LLC 220.05%0.05%0.05%Q2 2018Q3 20182
RFG Advisory, LLC 110.03%0.34%0.64%Q2 2015Q2 20212
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q3 20202
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Parkside Financial Bank & Trust 220.01%0.01%0.01%Q2 2017Q3 20172
WHALEROCK POINT PARTNERS, LLC 220.08%0.08%0.08%Q4 2017Q1 20182
One Capital Management, LLC 220.36%0.36%0.36%Q1 2023Q2 20232
Blume Capital Management, Inc. 220.07%0.07%0.08%Q3 2017Q4 20172
Manning & Napier Group, LLC 220.10%0.11%0.13%Q4 2017Q1 20182
F-Squared Investment Management, LLC 220.63%0.89%1.15%Q3 2014Q4 20142
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Atria Wealth Solutions, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Rock Creek Group, LP 220.06%0.11%0.16%Q2 2021Q3 20212
ExodusPoint Capital Management, LP 220.06%0.07%0.08%Q3 2019Q4 20192
Cornerstone Advisors, Inc. 220.00%0.01%0.01%Q3 2018Q4 20182
Mill Creek Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20222
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q3 2017Q4 20172
SFE Investment Counsel 220.08%0.08%0.08%Q1 2015Q2 20152
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.02%Q1 2017Q1 20212
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
ROCKEFELLER FINANCIAL SERVICES INC 220.03%0.03%0.04%Q3 2017Q4 20172
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
IFG Advisory, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
Global Trust Asset Management, LLC 220.50%0.52%0.55%Q4 2017Q1 20182
Virtus Fund Advisers, LLC 220.00%0.01%0.01%Q2 2014Q3 20142
NorthRock Partners, LLC 220.05%0.08%0.10%Q3 2021Q4 20212
DC Investments Management, LLC 110.15%1.58%3.02%Q4 2017Q3 20182
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Aureus Asset Management, LLC 220.28%0.29%0.29%Q3 2017Q4 20172
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q3 20222
Curi Wealth Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Euclid Advisors LLC 220.52%0.74%0.97%Q3 2014Q4 20142
CONFLUENCE INVESTMENT MANAGEMENT LLC 220.02%0.03%0.03%Q3 2013Q4 20132
VSR Financial Services, Inc. 220.04%0.05%0.07%Q4 2013Q1 20142
Fiera Capital Corp 220.00%0.00%0.00%Q2 2018Q3 20182
QUADRANT CAPITAL GROUP LLC 220.00%0.00%0.00%Q4 2019Q1 20202
COMMONWEALTH BANK OF AUSTRALIA 220.00%0.00%0.00%Q4 2013Q1 20142
AXA S.A. 220.00%0.01%0.01%Q2 2017Q3 20172
SSI INVESTMENT MANAGEMENT LLC 110.02%0.03%0.04%Q2 2015Q1 20192
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q4 2022Q1 20232
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.02%Q4 2016Q2 20172
Aveo Capital Partners, LLC 220.47%0.48%0.49%Q1 2023Q2 20232
OPPENHEIMER ASSET MANAGEMENT INC. 220.01%0.01%0.01%Q1 2017Q2 20172
Beaumont Capital Management, LLC 220.70%0.71%0.72%Q1 2023Q2 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
FIRST AMERICAN TRUST, FSB 220.06%0.06%0.06%Q2 2021Q3 20212
CAPSTONE INVESTMENT ADVISORS, LLC 110.09%0.10%0.12%Q2 2017Q4 20172
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
Efficient Market Advisors, LLC 220.00%0.00%0.01%Q3 2015Q4 20152
Wilmington Trust, National Association 220.03%0.03%0.04%Q1 2014Q2 20142
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Madison Asset Management, LLC 220.19%0.28%0.37%Q3 2021Q4 20212
New Century Advisors, LLC 220.14%0.33%0.52%Q4 2021Q1 20222
Jump Financial, LLC 220.04%0.06%0.08%Q1 2022Q2 20222
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.01%Q3 2018Q2 20232
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.02%0.02%0.02%Q3 2015Q4 20152
PRELUDE CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
Core Wealth Advisors, Inc. 225.66%5.88%6.10%Q1 2023Q2 20232
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.01%Q4 2021Q1 20222
MOORE CAPITAL MANAGEMENT, LP 110.12%0.35%0.57%Q3 2013Q4 20142
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Plante Moran Financial Advisors, LLC 110.00%0.01%0.01%Q4 2015Q1 20182
Vollero Beach Capital Partners LLC 221.45%1.54%1.63%Q1 2014Q2 20142
Ignite Planners, LLC 220.16%0.17%0.18%Q1 2023Q2 20232
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Redhawk Wealth Advisors, Inc. 222.31%2.34%2.36%Q2 2023Q3 20232
Bellecapital International Ltd. 220.27%0.29%0.31%Q3 2018Q4 20182
CenterStar Fund, LLC 110.01%0.16%0.31%Q4 2016Q4 20162
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
Private Capital Group, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
CAXTON ASSOCIATES LP 220.03%0.04%0.05%Q3 2013Q4 20132
INSIGNEO ADVISORY SERVICES, LLC 220.12%0.19%0.26%Q2 2023Q3 20232
Ballentine Partners, LLC 220.01%0.01%0.02%Q2 2017Q3 20172
FineMark National Bank & Trust 220.00%0.00%0.00%Q4 2014Q1 20152
SFMG, LLC 110.03%0.04%0.05%Q2 2018Q2 20192
Nelson Capital Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.01%Q2 2013Q3 20132
TRANSCEND CAPITAL ADVISORS, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Capital Directions Investment Advisors, LLC 110.00%0.01%0.02%Q2 2014Q4 20222
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q1 2022Q2 20222
McCarthy Grittinger Financial Group, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
StoneX Group Inc. 220.19%0.36%0.53%Q4 2021Q1 20222
B. Riley Wealth Management, Inc. 220.22%0.22%0.23%Q1 2014Q2 20142
Paloma Partners Management Co 220.01%0.01%0.01%Q4 2017Q1 20182
Charles Schwab Investment Advisory, Inc. 222.79%2.86%2.93%Q3 2013Q4 20132
Keebeck Wealth Management, LLC 110.00%0.02%0.03%Q4 2019Q2 20202
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Stratos Wealth Advisors, LLC 110.22%0.22%0.22%Q3 2021Q3 20211
Parsec Financial Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Questar Asset Management, Inc. 110.25%0.25%0.25%Q4 2018Q4 20181
Vivaldi Capital Management LP 110.07%0.07%0.07%Q2 2023Q2 20231
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
King Wealth Management Group 110.13%0.13%0.13%Q2 2014Q2 20141
Grey Fox Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Ruggie Capital Group 110.00%0.00%0.00%Q4 2017Q4 20171
FourThought Financial, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SANDLER CAPITAL MANAGEMENT 112.75%2.75%2.75%Q3 2016Q3 20161
Gemmer Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Choate Investment Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 114.02%4.02%4.02%Q3 2023Q3 20231
Fusion Investment Group, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SPX Gestao de Recursos Ltda 110.00%0.00%0.00%Q1 2023Q1 20231
COUNTRY CLUB BANK /GFN 110.02%0.02%0.02%Q1 2022Q1 20221
Calamos Advisors LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Meridian Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NorthCrest Asset Manangement, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
PATTON ALBERTSON MILLER GROUP, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
EFG CAPITAL INTERNATIONAL CORP. 110.10%0.10%0.10%Q2 2023Q2 20231
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Ascent Group, LLC 110.23%0.23%0.23%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
FIRST COMMUNITY TRUST NA 110.03%0.03%0.03%Q4 2021Q4 20211
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
STEPHENS INC /AR/ 110.01%0.01%0.01%Q2 2018Q2 20181
SYON CAPITAL LLC 111.68%1.68%1.68%Q3 2023Q3 20231
Golden State Equity Partners 110.26%0.26%0.26%Q2 2021Q2 20211
WEST CHESTER CAPITAL ADVISORS, INC 110.01%0.01%0.01%Q2 2015Q2 20151
FULTON BREAKEFIELD BROENNIMAN LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Intergy Private Wealth, LLC 111.21%1.21%1.21%Q4 2021Q4 20211
People's United Financial, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2020Q1 20201
KANALY TRUST CO 110.02%0.02%0.02%Q4 2016Q4 20161
American Research & Management Co. 110.01%0.01%0.01%Q1 2019Q1 20191
Crestone Asset Management LLC 110.12%0.12%0.12%Q3 2016Q3 20161
TDAM USA INC. 110.02%0.02%0.02%Q3 2013Q3 20131
SENTINEL TRUST CO LBA 110.09%0.09%0.09%Q2 2013Q2 20131
West Financial Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Glaxis Capital Management, LLC 111.96%1.96%1.96%Q4 2017Q4 20171
BROADMARK ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Avion Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Oakworth Capital, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20211
WEALTHFRONT Corp 110.01%0.01%0.01%Q3 2017Q3 20171
Poehling Capital Management, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
River Wealth Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2020Q3 20201
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
MCDONALD PARTNERS LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Partnervest Advisory Services LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CUMBERLAND ADVISORS INC 111.74%1.74%1.74%Q1 2014Q1 20141
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Investment Research & Advisory Group, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
EnTrust Global Partners Offshore LP 114.67%4.67%4.67%Q4 2017Q4 20171
CONNING INC. 110.06%0.06%0.06%Q1 2017Q1 20171
Nationwide Fund Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Portfolio Solutions, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Analyst IMS Investment Management Services Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Vident Investment Advisory, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Laurel Wealth Advisors, Inc. 110.12%0.12%0.12%Q1 2016Q1 20161
Shay Capital LLC 110.03%0.03%0.03%Q1 2022Q1 20221
FIRST NEW YORK SECURITIES LLC /NY 110.07%0.07%0.07%Q4 2016Q4 20161
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Rossmore Private Capital 110.14%0.14%0.14%Q4 2017Q4 20171
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Portside Wealth Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
ROTHSCHILD INVESTMENT LLC /IL 110.14%0.14%0.14%Q2 2017Q2 20171
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Focused Wealth Management, Inc 110.00%0.00%0.00%Q2 2016Q2 20161
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2019Q4 20191
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q2 20131
Bedel Financial Consulting, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Syntal Capital Partners, LLC 110.15%0.15%0.15%Q4 2017Q4 20171
SG Select LLC 113.43%3.43%3.43%Q1 2014Q1 20141
Trek Financial, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Royal Fund Management, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Optiver Holding B.V. 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
ADVISOR CONSULTANT NETWORK INC 110.58%0.58%0.58%Q3 2016Q3 20161
HAP Trading, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
COMMERCE BANK 110.00%0.00%0.00%Q2 2018Q2 20181
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
ASB Consultores, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Brevan Howard Capital Management LP 111.60%1.60%1.60%Q4 2021Q4 20211
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MANAGED ASSET PORTFOLIOS, LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Allworth Financial LP 110.00%0.00%0.00%Q2 2018Q2 20181
Catamount Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Connacht Asset Management LP 111.99%1.99%1.99%Q1 2022Q1 20221
BW Gestao de Investimentos Ltda. 110.08%0.08%0.08%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MRA Associates USA LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Sterling Investment Advisors, Ltd. 110.03%0.03%0.03%Q1 2018Q1 20181
NEW ENGLAND ASSET MANAGEMENT INC 110.01%0.01%0.01%Q3 2014Q3 20141
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Korea Investment CORP 110.01%0.01%0.01%Q1 2020Q1 20201
Kathmere Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Private Wealth Advisors, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
FOSTER DYKEMA CABOT & CO INC/MA 110.02%0.02%0.02%Q2 2023Q2 20231
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Arthur Zaske & Associates, LLC 110.50%0.50%0.50%Q4 2017Q4 20171
Rice Partnership, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Blueprint Investment Partners LLC 110.10%0.10%0.10%Q2 2023Q2 20231
JNBA Financial Advisors 110.06%0.06%0.06%Q3 2016Q3 20161
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Sigma Investment Management Co 116.67%6.67%6.67%Q1 2014Q1 20141
Madison Scottsdale, LC 110.10%0.10%0.10%Q2 2013Q2 20131
WADE G W & INC 110.02%0.02%0.02%Q1 2021Q1 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2014Q1 20141
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Emerson Point Capital LP 110.88%0.88%0.88%Q1 2021Q1 20211
Sterling Ridge Capital Management LP 110.34%0.34%0.34%Q4 2015Q4 20151
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CastleArk Alternatives, LLC 110.57%0.57%0.57%Q3 2021Q3 20211
Forward Management, LLC 110.48%0.48%0.48%Q2 2017Q2 20171
FNY Managed Accounts LLC 110.31%0.31%0.31%Q1 2017Q1 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
GETCO Holding Company, LLC 110.34%0.34%0.34%Q2 2013Q2 20131
AVIANCE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
FNY Partners Fund LP 110.09%0.09%0.09%Q1 2017Q1 20171
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q1 2016Q1 20161
NORTH STAR ASSET MANAGEMENT INC 110.05%0.05%0.05%Q2 2015Q2 20151
Navalign, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q4 2013Q4 20131
DAVENPORT & Co LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Veracity Capital LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Knowledge Leaders Capital, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Clarus Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Private Advisory Group LLC 111.74%1.74%1.74%Q4 2017Q4 20171
QCM Cayman, Ltd. 110.99%0.99%0.99%Q1 2021Q1 20211
CAZENOVE CAPITAL MANAGEMENT LTD 110.06%0.06%0.06%Q2 2013Q2 20131
ARMOR ADVISORS, L.L.C. 1110.76%10.76%10.76%Q1 2022Q1 20221
Polar Asset Management Partners Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
HC FINANCIAL ADVISORS INC 110.08%0.08%0.08%Q1 2020Q1 20201
CITY NATIONAL BANK 110.01%0.01%0.01%Q3 2015Q3 20151
GFI Investment Counsel Ltd. 110.01%0.01%0.01%Q4 2017Q4 20171
MARSHALL WACE, LLP 110.01%0.01%0.01%Q3 2021Q3 20211
Shamrock Asset Management LLC 110.00%0.00%0.00%Q3 2014Q3 20141
CASTLEARK MANAGEMENT LLC 110.57%0.57%0.57%Q3 2021Q3 20211
Callan Capital, LLC 110.66%0.66%0.66%Q4 2014Q4 20141
MACKENZIE FINANCIAL CORP 110.08%0.08%0.08%Q1 2021Q1 20211
Windsor Wealth Management, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Visionary Asset Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Valmark Advisers, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
CIDEL ASSET MANAGEMENT INC 110.04%0.04%0.04%Q3 2019Q3 20191
CPWM, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Greystone Financial Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
SOCIETE GENERALE 110.35%0.35%0.35%Q2 2016Q2 20161
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Private Ocean, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HYMAN CHARLES D 110.04%0.04%0.04%Q4 2019Q4 20191
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2022Q4 20221
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
GAM Holding AG 110.06%0.06%0.06%Q1 2016Q1 20161
Sage Capital Advisors,llc 110.31%0.31%0.31%Q2 2017Q2 20171
OLD MISSION CAPITAL, LLC 110.48%0.48%0.48%Q4 2020Q4 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MGO ONE SEVEN LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Cornerstone Wealth Group, LLC 110.45%0.45%0.45%Q4 2019Q4 20191
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GREENLEAF TRUST 110.00%0.00%0.00%Q1 2019Q1 20191
Daiwa SB Investments Ltd. 110.00%0.00%0.00%Q1 2019Q1 20191
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2023Q1 20231
JANUS HENDERSON GROUP PLC 110.00%0.00%0.00%Q1 2019Q1 20191
GoalVest Advisory LLC 110.01%0.01%0.01%Q1 2023Q1 20231
External links

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