Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 35 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
Beaumont Financial Partners, LLC | 36 | 36 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Colorado Capital Management, Inc. | 32 | 32 | 0.20% | 0.29% | 0.38% | Q4 2015 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 31 |
Smithfield Trust Co | 31 | 31 | 0.01% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
Catalyst Capital Advisors LLC | 28 | 28 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q2 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
BANK OF MONTREAL /CAN/ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
Ifrah Financial Services, Inc. | 19 | 3 | 0.07% | 0.19% | 0.25% | Q3 2014 | Q4 2022 | 27 |
Millburn Ridgefield Corp | 27 | 27 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q2 2023 | 27 |
AXA S.A. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 25 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
Ironwood Financial, llc | 22 | 22 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q3 2021 | 22 |
Plante Moran Financial Advisors, LLC | 15 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 16 | 4 | 0.01% | 0.07% | 0.12% | Q4 2015 | Q4 2022 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
OLD MISSION CAPITAL LLC | 10 | 2 | 0.01% | 0.05% | 0.23% | Q2 2016 | Q2 2023 | 18 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 16 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2020 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CERTUITY, LLC | 14 | 1 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Capital Directions Investment Advisors, LLC | 10 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2019 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
Accuvest Global Advisors | 6 | 1 | 0.25% | 1.03% | 3.90% | Q1 2014 | Q3 2022 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
ASSETMARK, INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CX Institutional | 5 | 4 | 0.00% | 0.34% | 0.69% | Q3 2018 | Q2 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 13 |
Financial Architects, Inc | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 13 |
Brinker Capital Investments, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q4 2017 | 13 |
Focused Wealth Management, Inc | 12 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 13 |
MSI Financial Services Inc | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 13 |
Yorktown Management & Research Co Inc | 13 | 13 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q4 2016 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 12 | 12 | 0.07% | 0.08% | 0.10% | Q2 2016 | Q1 2019 | 12 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q1 2016 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
ATLAS CAPITAL ADVISORS LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Pettinga Financial Advisors LLC | 6 | 5 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q3 2021 | 11 |
Faithward Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 7 | 4 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q2 2021 | 11 |
ZACKS INVESTMENT MANAGEMENT | 8 | 3 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2021 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Solstein Capital, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 10 |
Sterling Investment Advisors, Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Sepio Capital, LP | 5 | 5 | 0.02% | 0.19% | 0.44% | Q4 2019 | Q4 2022 | 10 |
JAMES INVESTMENT RESEARCH INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Mosaic Family Wealth, LLC | 10 | 10 | 0.08% | 0.10% | 0.10% | Q4 2015 | Q1 2018 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 10 |
Summit Place Financial Advisors, LLC | 9 | 9 | 0.17% | 0.19% | 0.20% | Q4 2020 | Q4 2022 | 9 |
Steward Partners Investment Advisory, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
RAYMOND JAMES & ASSOCIATES | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CREDIT SUISSE AG/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Viewpoint Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 8 |
CIBC Asset Management Inc | 6 | 2 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q1 2020 | 8 |
GFI Investment Counsel Ltd. | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2018 | 8 |
Wambolt & Associates, LLC | 8 | 8 | 0.10% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Hillsdale Investment Management Inc. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CURIAN CAPITAL LLC | 5 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2015 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 7 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 7 |
CREDIT AGRICOLE S A | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
First Horizon Advisors, Inc. | 5 | 2 | 0.00% | 0.20% | 0.44% | Q2 2014 | Q2 2016 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 7 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 6 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bank of New Hampshire | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
BANK PICTET & CIE (ASIA) LTD | 6 | 6 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q2 2022 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 6 |
Korea Investment CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 1 | 0.07% | 0.08% | 0.10% | Q4 2013 | Q4 2015 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
BAILARD, INC. | 4 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2016 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.15% | 0.20% | 0.26% | Q3 2015 | Q3 2016 | 5 |
Psagot Value Holdings Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Highstreet Asset Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 4 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2016 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
HAYS ADVISORY LLC | 3 | 1 | 1.08% | 1.25% | 1.37% | Q2 2014 | Q1 2016 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Avantax Planning Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Visionary Asset Management, Inc. | 3 | 1 | 0.05% | 0.08% | 0.10% | Q2 2014 | Q1 2016 | 4 |
Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 4 |
Numeric Investors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 4 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
GFS Advisors, LLC | 3 | 3 | 0.09% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
STIFEL FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q3 2021 | Q1 2022 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Columbus Macro, LLC | 2 | 1 | 0.28% | 0.29% | 0.32% | Q4 2021 | Q3 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
SIGNATUREFD, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2016 | 3 |
Glovista Investments LLC | 3 | 3 | 0.06% | 0.10% | 0.15% | Q1 2016 | Q3 2016 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 3 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
Main Management LLC | 2 | 1 | 0.00% | 0.22% | 0.34% | Q3 2020 | Q3 2023 | 3 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Shamrock Asset Management LLC | 2 | 1 | 1.35% | 1.62% | 1.80% | Q3 2014 | Q1 2016 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
World Asset Management Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2013 | 3 |
XPONANCE, INC. | 2 | 2 | 1.48% | 1.74% | 2.01% | Q1 2017 | Q2 2017 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
SPC Financial, Inc. | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2015 | Q4 2015 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.62% | 0.63% | 0.64% | Q1 2017 | Q2 2017 | 2 |
Trek Financial, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q3 2014 | Q4 2014 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
RVW Wealth, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q3 2023 | Q4 2023 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2018 | Q2 2018 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 5.23% | 5.23% | 5.23% | Q4 2018 | Q4 2018 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q4 2015 | Q4 2015 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Main Management ETF Advisors, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2018 | Q3 2018 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Knollwood Investment Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2010 | Q4 2010 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BigSur Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.