Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 51 |
HSBC HOLDINGS PLC | 44 | 44 | 0.00% | 0.00% | 0.04% | Q1 2012 | Q4 2022 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
L. Roy Papp & Associates, LLP | 15 | 1 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 39 |
FLOW TRADERS U.S. LLC | 14 | 5 | 0.00% | 0.32% | 2.04% | Q3 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 36 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 36 |
S&CO INC | 35 | 35 | 0.09% | 0.18% | 0.50% | Q2 2013 | Q4 2021 | 35 |
CONNING INC. | 34 | 34 | 0.02% | 0.14% | 0.37% | Q2 2013 | Q3 2021 | 34 |
Capital Investment Advisors, LLC | 34 | 34 | 0.01% | 0.05% | 0.17% | Q4 2013 | Q1 2022 | 34 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Neuberger Berman Group LLC | 27 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Citadel Advisors | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.09% | 1.06% | Q4 2015 | Q3 2023 | 31 |
Pure Financial Advisors, LLC | 22 | 7 | 0.02% | 0.34% | 0.70% | Q1 2016 | Q4 2023 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 26 |
AMERIPRISE FINANCIAL INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
Compagnie Lombard Odier SCmA | 25 | 25 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 25 |
HOWLAND CAPITAL MANAGEMENT LLC | 25 | 25 | 0.05% | 0.22% | 0.62% | Q2 2013 | Q2 2019 | 25 |
MASTRAPASQUA ASSET MANAGEMENT INC | 14 | 4 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q4 2021 | 25 |
St. Johns Investment Management Company, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 24 |
GOLDMAN SACHS GROUP INC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2023 | 23 |
STATE STREET CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q1 2019 | 22 |
MUFG Americas Holdings Corp | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q4 2015 | 21 |
Arbor Investment Advisors, LLC | 21 | 21 | 0.27% | 0.54% | 0.86% | Q4 2010 | Q4 2015 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
QCI ASSET MANAGEMENT INC/NY | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
JUNCTURE WEALTH STRATEGIES, LLC | 19 | 19 | 0.23% | 0.45% | 1.00% | Q2 2016 | Q4 2020 | 19 |
TD ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
AXA S.A. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Mirae Asset Global Investments Co., Ltd. | 12 | 1 | 0.00% | 0.03% | 0.44% | Q4 2009 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Private Capital Group, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 17 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.12% | 0.39% | Q4 2014 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
BOKF, NA | 7 | 3 | 0.01% | 0.09% | 0.15% | Q2 2013 | Q3 2018 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 15 |
WOLVERINE TRADING, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BARCLAYS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 15 |
Hudock, Inc. | 14 | 14 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2016 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q4 2016 | 14 |
CAPTRUST FINANCIAL ADVISORS | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 14 |
Gradient Investments LLC | 12 | 1 | 0.00% | 0.96% | 2.05% | Q2 2013 | Q4 2017 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.05% | Q1 2017 | Q4 2021 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.03% | 0.15% | Q3 2013 | Q2 2017 | 13 |
Advisor Group, Inc. | 11 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q4 2019 | 12 |
Steigerwald, Gordon & Koch Inc. | 12 | 12 | 0.16% | 1.26% | 1.76% | Q4 2011 | Q3 2014 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.05% | 0.11% | 0.22% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Lattice Strategies LLC | 11 | 11 | 0.18% | 0.20% | 0.22% | Q3 2015 | Q1 2018 | 11 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 11 |
Kalos Management, Inc. | 10 | 1 | 0.01% | 0.21% | 0.29% | Q3 2019 | Q1 2023 | 11 |
First Horizon Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2014 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Capital Investment Advisory Services, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
ADELL HARRIMAN & CARPENTER INC | 10 | 10 | 0.08% | 0.24% | 0.64% | Q2 2013 | Q3 2015 | 10 |
Raymond James Financial Services Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 10 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.03% | 0.34% | Q3 2017 | Q1 2022 | 10 |
First City Capital Management, Inc. | 9 | 1 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q2 2022 | 10 |
PFG Advisors | 9 | 1 | 0.02% | 0.18% | 0.40% | Q4 2017 | Q2 2021 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Cambridge Investment Research Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2020 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
RAYMOND JAMES & ASSOCIATES | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Allianz Asset Management GmbH | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q4 2015 | Q4 2017 | 9 |
NOMURA HOLDINGS INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2014 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 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 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 8 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.42% | 0.61% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 7 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 7 |
Alerus Investment Advisors Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 7 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 7 | 7 | 1.50% | 1.64% | 1.84% | Q4 2013 | Q2 2015 | 7 |
Ironwood Financial, llc | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 6 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q3 2022 | 6 |
Annapolis Financial Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
Atria Investments, Inc | 5 | 1 | 0.04% | 0.09% | 0.19% | Q3 2014 | Q3 2017 | 6 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 6 |
Institute for Wealth Management, LLC. | 3 | 2 | 0.22% | 0.25% | 0.31% | Q2 2017 | Q3 2018 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
CENTRAL BANK & TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Good Harbor Financial, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q1 2015 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Concert Wealth Management Inc. | 5 | 5 | 0.03% | 0.84% | 3.18% | Q3 2016 | Q3 2017 | 5 |
WHITE PINE CAPITAL LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 1 | 0.04% | 0.10% | 0.16% | Q4 2014 | Q1 2016 | 5 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2017 | 5 |
Concord Wealth Partners | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
BEAM WEALTH ADVISORS, INC. | 5 | 5 | 0.47% | 0.66% | 0.76% | Q1 2020 | Q1 2021 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.05% | 0.07% | 0.09% | Q1 2014 | Q1 2015 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.17% | 0.30% | 0.40% | Q4 2013 | Q4 2014 | 5 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Long Wharf Investors, Inc. | 4 | 4 | 0.33% | 0.82% | 1.36% | Q3 2013 | Q2 2014 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Spruce Investment Advisors LLC | 4 | 4 | 3.52% | 4.42% | 5.03% | Q1 2017 | Q4 2017 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2013 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Hills Bank & Trust Co | 4 | 4 | 0.86% | 0.93% | 0.99% | Q2 2013 | Q1 2014 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 3 |
SRS Capital Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2013 | Q3 2013 | 3 |
FolioMetrix LLC | 3 | 3 | 0.33% | 0.37% | 0.42% | Q4 2014 | Q2 2015 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 3 |
Financial Architects, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Maryland Capital Management | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q4 2013 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q2 2013 | Q4 2013 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2020 | 3 |
STARR INTERNATIONAL CO INC | 3 | 3 | 2.93% | 3.76% | 5.42% | Q2 2013 | Q4 2013 | 3 |
MILLENNIUM MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.21% | Q1 2018 | Q2 2018 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2018 | 2 |
Horizon Investments, LLC | 1 | 1 | 1.91% | 2.22% | 2.54% | Q2 2014 | Q1 2019 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.09% | 0.13% | 0.17% | Q2 2014 | Q1 2018 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.33% | 0.34% | 0.34% | Q2 2013 | Q3 2013 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
R & A Capital Management, LLC | 2 | 2 | 0.36% | 0.37% | 0.37% | Q2 2013 | Q3 2013 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2013 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.94% | 1.09% | 1.25% | Q2 2014 | Q1 2019 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2014 | Q3 2014 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2010 | Q3 2010 | 2 |
WADE G W & INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.05% | 0.28% | 0.50% | Q2 2014 | Q3 2014 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2019 | Q2 2019 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2020 | Q3 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q1 2010 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2017 | Q4 2017 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 1.45% | 1.45% | 1.45% | Q1 2019 | Q1 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2013 | Q4 2013 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MMBG INVESTMENT ADVISORS CO. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Cavalier Investments, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2018 | Q1 2018 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.