ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.01%Q2 2013Q3 202353
HSBC HOLDINGS PLC 47470.00%0.01%0.02%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.00%Q1 2012Q3 202346
East Coast Asset Management, LLC. 44440.08%0.62%1.65%Q4 2012Q3 202344
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
Global Endowment Management, LP 42420.06%0.12%0.20%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.03%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.02%0.09%0.26%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.13%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.03%0.24%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202342
EXENCIAL WEALTH ADVISORS, LLC 2380.01%0.09%0.24%Q1 2013Q3 202341
ASSETMARK, INC 41410.15%0.45%1.70%Q3 2013Q3 202341
CIBC WORLD MARKET INC. 23170.00%0.00%0.01%Q2 2013Q3 202340
BANK OF MONTREAL /CAN/ 3020.00%0.00%0.00%Q2 2013Q3 202340
HighTower Advisors, LLC 28110.00%0.02%0.05%Q2 2013Q3 202339
Mirae Asset Global Investments Co., Ltd. 3810.01%0.07%0.27%Q3 2013Q3 202339
Pictet North America Advisors SA 3360.66%1.43%3.63%Q4 2013Q3 202339
Cutler Group LLC / CA 710.00%0.00%0.01%Q4 2015Q3 202338
CITIGROUP INC 2810.00%0.00%0.02%Q2 2013Q3 202338
AlphaMark Advisors, LLC 37370.01%0.08%0.16%Q3 2014Q3 202337
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202337
Raymond James Financial Services Advisors, Inc. 1540.00%0.07%0.49%Q2 2013Q3 202337
TORONTO DOMINION BANK 2230.00%0.00%0.00%Q4 2013Q3 202337
First Personal Financial Services 36361.23%1.97%2.50%Q4 2014Q3 202336
JANE STREET GROUP, LLC 1310.00%0.01%0.09%Q2 2014Q3 202336
BlackRock Inc. 2960.00%0.01%0.06%Q4 2014Q3 202335
AMG National Trust Bank 2780.04%0.33%0.79%Q4 2013Q4 202235
CREDIT SUISSE AG/ 2110.00%0.00%0.01%Q1 2013Q4 202234
Citadel Advisors 710.00%0.00%0.01%Q4 2014Q3 202334
MASSMUTUAL TRUST CO FSB/ADV 1810.00%0.03%0.08%Q3 2014Q4 202333
BNP PARIBAS FINANCIAL MARKETS 2040.00%0.00%0.01%Q3 2013Q3 202333
BANQUE PICTET & CIE SA 33330.00%0.15%0.22%Q3 2015Q3 202333
1607 Capital Partners, LLC 33330.91%1.96%4.39%Q3 2015Q3 202333
M&T BANK CORP 1510.00%0.00%0.03%Q3 2014Q3 202333
Psagot Value Holdings Ltd. 32320.00%1.13%3.08%Q2 2013Q1 202132
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2840.00%0.04%0.21%Q3 2015Q3 202332
NORTHERN TRUST CORP 1830.00%0.00%0.00%Q1 2014Q4 202231
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
SG Americas Securities, LLC 910.00%0.06%0.22%Q2 2013Q2 202330
FLOW TRADERS U.S. LLC 910.02%0.36%1.70%Q3 2013Q3 202330
DEUTSCHE BANK AG\ 2360.00%0.00%0.00%Q3 2013Q3 202329
Catalyst Capital Advisors LLC 29290.19%0.33%0.65%Q3 2016Q3 202329
First Allied Advisory Services, Inc. 29290.03%0.05%0.12%Q3 2013Q3 202029
CITY HOLDING CO 28280.00%0.01%0.04%Q4 2013Q3 202028
Creative Planning 1280.00%0.00%0.00%Q2 2013Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 1710.00%0.05%0.33%Q2 2013Q2 202228
Millburn Ridgefield Corp 28280.40%0.45%0.76%Q4 2016Q3 202328
Tower Research Capital LLC (TRC) 1110.00%0.03%0.18%Q3 2013Q3 202328
STIFEL FINANCIAL CORP 1990.00%0.00%0.02%Q1 2014Q3 202328
Global Retirement Partners, LLC 2070.01%0.13%0.35%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.12%Q2 2013Q4 201927
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.00%Q4 2013Q3 202327
CWM, LLC 1980.00%0.00%0.00%Q4 2016Q3 202327
Vontobel Swiss Wealth Advisors AG 27270.48%4.17%8.29%Q4 2014Q2 202127
Transamerica Financial Advisors, Inc. 1910.00%0.04%0.20%Q2 2014Q3 202327
Steward Partners Investment Advisory, LLC 1970.01%0.02%0.03%Q1 2017Q3 202326
BAR HARBOR WEALTH MANAGEMENT 26260.02%0.04%0.06%Q1 2013Q2 201926
US BANCORP \DE\ 1410.00%0.00%0.01%Q2 2013Q3 202326
Hexavest Inc. 1710.00%0.32%0.81%Q2 2013Q3 202126
TIEMANN INVESTMENT ADVISORS, LLC 26260.10%0.17%0.23%Q4 2015Q1 202226
Sargent Bickham Lagudis LLC 26260.00%0.00%0.00%Q3 2016Q4 202226
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2310.00%0.00%0.04%Q2 2013Q1 202025
PRICE T ROWE ASSOCIATES INC /MD/ 1010.00%0.00%0.00%Q2 2013Q3 202025
Perkins Coie Trust Co 25250.00%0.00%0.00%Q3 2017Q3 202325
PRUDENTIAL FINANCIAL INC 2140.00%0.00%0.00%Q3 2015Q3 202225
JAMES INVESTMENT RESEARCH INC 1330.00%0.04%0.12%Q2 2013Q4 202125
Mount Lucas Management LP 710.03%0.52%0.92%Q2 2014Q3 202324
TD ASSET MANAGEMENT INC 1590.00%0.03%0.08%Q3 2016Q3 202324
MML INVESTORS SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Pinnacle Advisory Group, Inc. 1610.01%0.84%2.97%Q3 2014Q1 202124
Water Oak Advisors LLC 2210.76%4.02%8.45%Q2 2014Q3 202023
VAN ECK ASSOCIATES CORP 23230.00%0.00%0.01%Q2 2016Q4 202123
OLD MISSION CAPITAL LLC 710.01%0.35%1.37%Q4 2014Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q3 2017Q1 202323
J.P. Morgan Private Wealth Advisors LLC 2120.00%0.00%0.01%Q2 2013Q3 202323
FMR LLC 2110.00%0.00%0.00%Q2 2015Q3 202322
LOEB PARTNERS CORP 1930.15%0.37%1.12%Q2 2013Q4 201822
COMMONWEALTH EQUITY SERVICES, LLC 1840.00%0.00%0.02%Q4 2017Q3 202322
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201921
Fisher Asset Management, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
HARBOUR INVESTMENT MANAGEMENT LLC 2010.11%1.44%1.81%Q2 2013Q4 202021
LFA - Lugano Financial Advisors SA 1650.04%0.20%0.60%Q2 2018Q3 202321
American Portfolios Advisors 20200.00%0.00%0.03%Q4 2017Q3 202220
Advisory Services Network, LLC 1210.00%0.01%0.05%Q1 2016Q1 202320
NEXT Financial Group, Inc 1460.00%0.00%0.01%Q2 2014Q4 201920
AXA S.A. 20200.00%0.01%0.04%Q2 2013Q1 201820
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.01%0.02%Q4 2014Q3 201920
INNEALTA CAPITAL, LLC 20200.23%2.78%5.87%Q4 2018Q3 202320
BARINGS LLC 1720.00%0.01%0.01%Q4 2015Q3 202019
REILLY FINANCIAL ADVISORS, LLC 19190.00%0.00%0.00%Q2 2017Q4 202119
TSFG, LLC 19190.00%0.02%0.03%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.01%0.01%0.02%Q1 2019Q3 202319
Carroll Financial Associates, Inc. 1610.00%0.00%0.00%Q4 2015Q4 202119
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 750.00%0.08%0.18%Q2 2015Q3 202318
Financial Gravity Asset Management, Inc. 810.00%0.00%0.03%Q1 2018Q3 202318
Ifrah Financial Services, Inc. 910.07%0.14%0.22%Q2 2013Q3 202318
Bollard Group LLC 18180.12%0.17%0.22%Q1 2015Q2 201918
RiverFront Investment Group, LLC 1710.02%0.21%0.33%Q4 2012Q4 202118
RFG Advisory, LLC 18180.02%0.03%0.06%Q2 2019Q3 202318
EVERGREEN CAPITAL MANAGEMENT LLC 18180.03%0.04%0.06%Q2 2019Q3 202318
PICTET BANK & TRUST Ltd 18180.09%0.11%0.13%Q2 2014Q3 201818
D.A. DAVIDSON & CO. 17170.00%0.03%0.06%Q2 2013Q2 201717
6 Meridian 17170.30%0.41%0.48%Q4 2017Q4 202117
Lenox Wealth Advisors, LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
LMCG INVESTMENTS, LLC 1070.03%0.05%0.07%Q2 2013Q3 202317
Cetera Advisor Networks LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
AdvisorNet Financial, Inc 1610.00%0.04%0.08%Q4 2017Q2 202217
FRANKLIN RESOURCES INC 16160.00%0.00%0.00%Q1 2015Q4 201816
Virtus Investment Advisers, Inc. 1060.06%0.25%0.80%Q2 2013Q4 201716
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
KING LUTHER CAPITAL MANAGEMENT CORP 1060.00%0.02%0.04%Q2 2013Q4 201916
Banque Cantonale Vaudoise 16160.03%0.06%0.16%Q4 2019Q3 202316
Legacy Bridge, LLC 16160.04%0.06%0.07%Q4 2018Q3 202216
Patten Group, Inc. 1510.00%0.02%0.03%Q4 2014Q4 201816
Marotta Asset Management 1330.15%0.52%1.46%Q4 2019Q4 202316
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q3 202115
BB&T SECURITIES, LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
Zurich Insurance Group Ltd/FI 1010.01%0.01%0.02%Q4 2016Q4 202115
Csenge Advisory Group 1320.02%0.04%0.07%Q3 2019Q3 202315
NewSquare Capital LLC 1050.00%0.17%0.56%Q4 2013Q1 202115
Bank Julius Baer & Co. Ltd, Zurich 15150.04%0.08%0.30%Q1 2020Q3 202315
Weatherstone Capital Management 1410.16%0.28%0.64%Q2 2015Q1 201915
MSI Financial Services Inc 15150.00%0.04%0.17%Q2 2013Q4 201615
Detwiler Fenton Investment Management LLC 14142.07%2.58%4.13%Q1 2011Q2 201414
Renaissance Technologies 410.00%0.00%0.01%Q4 2017Q2 202314
CEDAR CAPITAL, LLC 710.05%0.34%1.74%Q4 2015Q3 202114
NISA INVESTMENT ADVISORS, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
UBS ASSET MANAGEMENT AMERICAS INC 920.00%0.00%0.01%Q4 2013Q1 201814
Qube Research & Technologies Ltd 910.00%0.14%0.53%Q4 2019Q3 202314
WESPAC Advisors, LLC 1130.30%0.62%0.93%Q2 2013Q4 202114
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q2 2013Q3 202314
Keel Point, LLC 1010.06%0.33%1.70%Q2 2017Q3 202314
Financial Advocates Investment Management 910.02%0.04%0.14%Q4 2017Q4 202214
Hexagon Capital Partners LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Private Advisor Group, LLC 310.00%0.01%0.05%Q3 2014Q3 202313
Madison Asset Management, LLC 13130.00%0.05%0.16%Q2 2020Q2 202313
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
GLENMEDE TRUST CO NA 940.00%0.00%0.00%Q2 2013Q1 202113
Cetera Investment Advisers 1210.02%0.04%0.08%Q4 2016Q3 202313
AFAM CAPITAL, INC. 13130.08%0.54%0.74%Q2 2015Q2 201813
PICTON MAHONEY ASSET MANAGEMENT 13130.00%0.00%0.00%Q1 2018Q1 202113
Commonwealth Equity Services, Inc 1030.00%0.01%0.03%Q3 2013Q3 201713
Brinker Capital Investments, LLC 910.00%0.03%0.08%Q4 2015Q2 201913
Shamrock Asset Management LLC 1210.00%0.02%0.03%Q3 2014Q1 201813
Carolina Wealth Advisors, LLC 850.00%0.01%0.01%Q4 2019Q3 202313
Leelyn Smith, LLC 12120.00%0.00%0.00%Q1 2020Q4 202212
BRINKER CAPITAL INC 510.01%0.03%0.07%Q2 2013Q2 201812
Biondo Investment Advisors, LLC 12120.26%0.54%0.77%Q2 2013Q1 201612
Bell Rock Capital LLC 1020.00%0.13%0.43%Q3 2017Q1 202212
Squarepoint Ops LLC 410.00%0.02%0.07%Q1 2018Q1 202312
Prospera Financial Services Inc 1020.00%0.13%0.24%Q4 2013Q2 202212
SPC Financial, Inc. 12120.12%1.00%2.17%Q2 2013Q1 201612
ATLAS CAPITAL ADVISORS LLC 1020.00%0.01%0.02%Q1 2018Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Proquility Private Wealth Partners, LLC 12120.86%1.04%1.16%Q4 2020Q3 202312
Aveo Capital Partners, LLC 610.03%0.23%1.23%Q1 2018Q2 202212
Alpha Omega Wealth Management LLC 11110.04%0.04%0.04%Q4 2016Q2 201911
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 11113.24%4.90%7.63%Q4 2014Q2 201711
Efficient Market Advisors, LLC 11110.01%0.01%0.01%Q2 2013Q4 201511
Atria Investments, Inc 1010.01%0.03%0.05%Q4 2019Q3 202311
Compagnie Lombard Odier SCmA 1010.00%0.00%0.02%Q4 2020Q3 202311
Gemmer Asset Management LLC 920.00%0.09%0.42%Q1 2014Q2 201711
Pinnacle Summer Investments, Inc. 11110.00%0.00%0.00%Q2 2013Q4 201511
Solstein Capital, LLC 11110.03%0.13%0.45%Q1 2021Q3 202311
Marks Group Wealth Management, Inc 11110.05%0.46%0.78%Q4 2019Q2 202211
Bridgewater Advisors Inc. 11110.22%0.34%0.52%Q1 2021Q3 202311
SUNTRUST BANKS INC 11110.00%0.01%0.02%Q2 2013Q4 201511
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11113.60%5.08%7.06%Q4 2014Q2 201711
KANALY TRUST CO 11110.00%0.00%0.00%Q2 2014Q4 201611
ASPIRIANT HOLDINGS S3, LLC 11110.16%1.24%2.19%Q2 2013Q4 201511
EXANE DERIVATIVES 11110.00%0.00%0.00%Q1 2016Q3 201811
Virtu KCG Holdings LLC 310.00%0.02%0.06%Q3 2013Q1 201711
CURIAN CAPITAL LLC 11110.02%0.07%0.11%Q2 2013Q4 201511
Cerity Partners LLC 11110.01%0.94%1.36%Q2 2017Q4 201911
Maryland Capital Management 10100.05%0.08%0.11%Q2 2013Q3 201510
TIEDEMANN ADVISORS, LLC 10100.01%0.04%0.12%Q2 2021Q3 202310
New Capital Management LP 10100.02%0.05%0.09%Q4 2018Q1 202110
AMP Capital Investors Ltd 810.00%0.02%0.05%Q2 2013Q3 201610
TWO SIGMA SECURITIES, LLC 310.00%0.03%0.07%Q1 2017Q1 202310
Banco Santander, S.A. 10100.01%0.01%0.02%Q2 2021Q3 202310
Vontobel Holding Ltd. 10100.00%0.15%0.32%Q2 2021Q3 202310
WFG Advisors, LP 730.00%0.00%0.01%Q3 2013Q1 201610
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2016Q2 202210
Hudson Bay Capital Management LP 710.02%0.05%0.14%Q1 2017Q1 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.09%Q2 2018Q3 202010
Regal Investment Advisors LLC 10100.00%0.03%0.10%Q2 2013Q3 201510
First Heartland Consultants, Inc. 820.07%0.11%0.13%Q2 2013Q4 201510
OneDigital Investment Advisors LLC 990.01%0.02%0.03%Q2 2017Q2 20199
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q1 2021Q3 20239
Stratos Wealth Partners, LTD. 410.00%0.01%0.01%Q4 2017Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.04%0.11%Q2 2013Q2 20159
Rice Partnership, LLC 610.12%0.14%0.16%Q4 2017Q2 20209
Country Club Trust Company, n.a. 990.20%0.28%0.38%Q2 2013Q2 20159
Kore Private Wealth LLC 810.01%0.07%0.11%Q4 2018Q3 20219
Migdal Insurance & Financial Holdings Ltd. 990.05%0.14%0.29%Q4 2015Q4 20179
BREWIN DOLPHIN LTD 990.00%0.00%0.00%Q3 2017Q3 20199
CITY NATIONAL BANK 990.00%0.00%0.01%Q3 2013Q3 20159
Archford Capital Strategies, LLC 810.00%0.00%0.00%Q1 2014Q4 20169
New Vernon Capital Holdings II LLC 991.90%6.34%8.46%Q3 2021Q3 20239
ALLIANCEBERNSTEIN L.P. 810.00%0.00%0.00%Q2 2014Q3 20169
SEI INVESTMENTS CO 610.00%0.00%0.00%Q4 2014Q1 20199
CAPTRUST FINANCIAL ADVISORS 410.00%0.00%0.00%Q2 2014Q2 20229
Main Management LLC 630.04%0.07%0.25%Q2 2013Q3 20159
NorthCoast Asset Management LLC 990.01%0.04%0.12%Q3 2019Q3 20219
Baird Financial Group, Inc. 410.00%0.00%0.01%Q2 2015Q3 20238
ACADIAN ASSET MANAGEMENT LLC 420.00%0.00%0.01%Q2 2017Q4 20198
Allspring Global Investments Holdings, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
UBS AG 660.00%0.03%0.04%Q2 2013Q3 20148
PGIM Custom Harvest LLC 440.11%0.19%0.29%Q4 2020Q3 20238
Janney Montgomery Scott LLC 710.01%0.01%0.02%Q3 2013Q4 20168
TD Waterhouse Canada Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 880.20%0.23%0.25%Q4 2021Q3 20238
Parallel Advisors, LLC 620.00%0.00%0.00%Q3 2018Q2 20238
Horizon Investments, LLC 310.00%0.02%0.06%Q3 2013Q3 20238
GAMCO INVESTORS, INC. ET AL 880.01%0.01%0.01%Q2 2019Q1 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Gateway Advisory, LLC 880.17%0.25%0.30%Q1 2014Q4 20158
Newbridge Financial Services Group, Inc. 880.01%0.01%0.01%Q3 2021Q2 20238
Filbrandt Wealth Management, LLC 880.13%0.15%0.19%Q4 2019Q3 20218
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Geneos Wealth Management Inc. 710.00%0.00%0.01%Q1 2016Q3 20188
CREATIVE FINANCIAL DESIGNS INC /ADV 620.01%0.01%0.01%Q4 2016Q3 20208
Bellecapital International Ltd. 510.05%0.21%0.30%Q4 2013Q2 20238
TOMPKINS FINANCIAL CORP 880.01%0.02%0.02%Q1 2022Q4 20238
XPONANCE, INC. 610.31%2.54%3.97%Q4 2013Q4 20198
STERNE AGEE GROUP, INC. 770.10%0.15%0.25%Q3 2013Q1 20157
BlackRock Fund Advisors 770.00%0.00%0.00%Q2 2015Q4 20167
BAKER TILLY WEALTH MANAGEMENT, LLC 770.04%0.06%0.10%Q4 2020Q2 20227
Cribstone Capital Management, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
RONALD BLUE & CO LLC 770.01%0.52%3.02%Q2 2013Q4 20147
Trust Co 770.00%0.00%0.00%Q1 2021Q3 20227
CSS LLC/IL 610.01%0.05%0.10%Q3 2018Q1 20217
Lido Advisors, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
1st Global Advisors, Inc. 770.19%0.21%0.24%Q2 2013Q4 20147
Dana Investment Advisors, Inc. 430.01%0.01%0.02%Q2 2013Q2 20167
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Financial Enhancement Group LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Exchange Capital Management, Inc. 770.00%0.00%0.00%Q2 2016Q4 20177
Mariner, LLC 770.04%0.08%0.15%Q1 2016Q3 20177
PITCAIRN CO 770.02%0.03%0.04%Q2 2013Q4 20147
Laffer Tengler Investments, Inc. 770.00%0.56%1.02%Q2 2013Q4 20147
Placemark Investments, Inc. 770.00%0.01%0.04%Q2 2013Q4 20147
Patriot Financial Group Insurance Agency, LLC 770.00%0.05%0.10%Q4 2016Q2 20187
Dorsey Wright & Associates 770.07%1.19%1.66%Q2 2013Q4 20147
Lenox Wealth Management, Inc. 610.00%0.02%0.03%Q3 2018Q2 20207
HighVista Strategies LLC 770.04%0.22%0.51%Q1 2014Q3 20157
MEEDER ASSET MANAGEMENT INC 430.00%0.00%0.00%Q2 2019Q1 20227
Castleview Partners, LLC 610.00%0.00%0.01%Q2 2021Q1 20237
BLB&B Advisors, LLC 770.05%0.05%0.06%Q2 2013Q4 20147
Kalos Management, Inc. 770.10%0.12%0.18%Q2 2020Q4 20217
1832 Asset Management L.P. 610.00%0.00%0.00%Q2 2019Q1 20237
Glovista Investments LLC 610.09%0.19%0.28%Q1 2016Q4 20227
Evolution Wealth Advisors, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Waverly Advisors, LLC 320.00%0.02%0.06%Q3 2013Q3 20157
Argentus Capital Management, LLC 520.01%0.04%0.10%Q2 2013Q3 20167
IHT Wealth Management, LLC 660.00%0.01%0.03%Q4 2016Q1 20186
Hudson Value Partners, LLC 420.18%0.25%0.29%Q4 2020Q3 20236
Ariel Investments 660.01%0.02%0.02%Q4 2015Q1 20176
CREDIT AGRICOLE S A 660.02%0.03%0.04%Q4 2019Q1 20216
B. Riley Wealth Management, Inc. 660.00%0.01%0.01%Q1 2014Q2 20156
Magnus Financial Group LLC 660.05%0.06%0.07%Q1 2021Q2 20226
Arrow Investment Advisors, LLC 510.87%2.02%2.46%Q2 2013Q1 20166
Savant Capital, LLC 420.00%0.01%0.01%Q4 2021Q3 20236
Desjardins Global Asset Management Inc. 510.00%0.11%0.21%Q4 2021Q3 20236
MARCUARD FAMILY OFFICE LTD 660.90%1.12%1.35%Q2 2013Q3 20146
FARMERS & MERCHANTS INVESTMENTS INC 660.00%0.00%0.00%Q2 2013Q3 20146
Rampart Investment Management Company, LLC 420.17%0.27%0.67%Q1 2019Q3 20206
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Moisand Fitzgerald Tamayo, LLC 510.00%0.01%0.02%Q3 2020Q2 20226
PATHSTONE FAMILY OFFICE, LLC 660.00%0.08%0.24%Q2 2022Q3 20236
NewEdge Advisors, LLC 310.00%0.03%0.09%Q2 2021Q3 20236
Spruce Investment Advisors LLC 661.14%1.61%2.25%Q3 2014Q4 20156
TRIANGLE PEAK PARTNERS, LP 660.26%0.87%1.99%Q2 2014Q3 20156
SIGNATUREFD, LLC 660.00%0.01%0.02%Q3 2019Q4 20206
WESBANCO BANK INC 510.01%0.01%0.01%Q3 2013Q1 20156
Greytown Advisors Inc. 660.22%1.58%2.10%Q4 2016Q1 20186
Good Harbor Financial, LLC 660.01%0.02%0.04%Q4 2013Q1 20156
Robinson Value Management, Ltd. 660.18%0.22%0.23%Q2 2017Q3 20186
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 660.06%0.07%0.08%Q4 2015Q1 20176
DRW Securities, LLC 310.02%0.11%0.21%Q1 2018Q3 20216
Baker Ellis Asset Management LLC 660.04%0.04%0.05%Q2 2013Q3 20146
Truvestments Capital LLC 510.00%0.00%0.00%Q1 2020Q4 20226
Wealthcare Advisory Partners LLC 310.00%0.00%0.01%Q2 2016Q1 20216
Crabel Capital Management, LLC 210.06%0.12%0.20%Q4 2017Q2 20236
EATON VANCE MANAGEMENT 660.00%0.01%0.01%Q4 2020Q1 20226
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550.00%0.00%0.00%Q2 2015Q2 20165
ACIMA PRIVATE WEALTH, LLC 320.00%0.01%0.01%Q4 2019Q1 20225
MUFG Americas Holdings Corp 550.00%0.00%0.00%Q4 2012Q4 20135
Ledyard National Bank 550.01%0.02%0.02%Q4 2017Q4 20185
Squar Milner Financial Services LLC 550.16%0.18%0.20%Q2 2019Q2 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Investors Research Corp 550.00%0.00%0.00%Q3 2022Q3 20235
DAVENPORT & Co LLC 210.00%0.01%0.01%Q3 2013Q2 20155
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q4 2013Q4 20145
HUSSMAN STRATEGIC ADVISORS, INC. 550.06%0.11%0.14%Q2 2013Q2 20145
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
LGL PARTNERS, LLC 550.11%0.14%0.15%Q2 2018Q2 20195
One Capital Management, LLC 550.02%0.03%0.04%Q2 2021Q2 20225
Ameliora Wealth Management Ltd. 320.27%0.67%1.11%Q4 2021Q3 20235
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q4 2019Q2 20235
Balentine LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ADIRONDACK TRUST CO 550.02%0.03%0.03%Q2 2013Q2 20145
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2016Q3 20215
Cambridge Investment Research Advisors, Inc. 310.00%0.01%0.02%Q1 2014Q4 20215
COOKSON PEIRCE & CO INC 550.10%0.13%0.15%Q4 2013Q4 20145
Integrated Wealth Concepts LLC 210.02%0.04%0.06%Q4 2019Q3 20235
Clark Capital Management Group, Inc. 210.05%0.53%1.29%Q2 2013Q3 20185
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Sandy Spring Bank 550.00%0.00%0.00%Q3 2022Q3 20235
LITTLE HOUSE CAPITAL LLC 550.20%0.52%0.67%Q4 2018Q4 20195
Connectus Wealth, LLC 210.00%0.01%0.05%Q1 2022Q3 20235
Tower View Wealth Management LLC 550.00%0.00%0.00%Q2 2022Q2 20235
TCI Wealth Advisors, Inc. 210.00%0.00%0.01%Q1 2019Q3 20225
HRT FINANCIAL LP 210.00%0.01%0.03%Q2 2019Q1 20235
swisspartners Advisors Ltd 410.16%0.43%1.48%Q4 2019Q2 20225
Wolf Group Capital Advisors 551.06%1.42%1.60%Q3 2017Q3 20185
SILVERCREST ASSET MANAGEMENT GROUP LLC 550.01%0.01%0.01%Q4 2015Q4 20165
Bluefin Trading, LLC 110.01%0.02%0.03%Q2 2014Q4 20184
Beacon Harbor Wealth Advisors, Inc. 441.74%1.91%2.23%Q3 2019Q2 20204
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
EHP Funds Inc. 440.16%0.19%0.23%Q3 2022Q2 20234
WESTPORT RESOURCES MANAGEMENT INC 440.00%0.00%0.01%Q2 2013Q1 20144
Karp Capital Management Corp 440.16%0.22%0.25%Q4 2020Q3 20214
Wealth Quarterback LLC 220.02%0.02%0.03%Q4 2019Q3 20214
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Cypress Capital, LLC 440.03%0.03%0.03%Q3 2021Q2 20224
Natixis Investment Managers International 220.08%0.15%0.28%Q2 2015Q3 20164
PACIFIC FINANCIAL GROUP INC 440.46%0.57%0.69%Q1 2019Q4 20194
RWA WEALTH PARTNERS, LLC 110.04%0.24%0.44%Q4 2019Q2 20234
Koshinski Asset Management, Inc. 440.00%0.03%0.06%Q2 2021Q1 20224
Virtu Financial LLC 210.01%0.03%0.07%Q3 2017Q3 20194
Covestor Ltd 220.00%0.00%0.01%Q4 2021Q3 20234
BlackRock Investment Management, LLC 310.00%0.00%0.00%Q4 2015Q4 20164
TUDOR INVESTMENT CORP ET AL 440.01%0.02%0.04%Q4 2022Q3 20234
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q4 2016Q3 20204
LEVEL FOUR ADVISORY SERVICES, LLC 220.17%0.20%0.23%Q4 2016Q4 20174
AlphaCentric Advisors LLC 310.01%0.05%0.08%Q4 2021Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.14%0.17%0.25%Q4 2022Q3 20234
FOUNDERS FINANCIAL SECURITIES LLC 210.16%0.18%0.22%Q4 2013Q2 20154
Apollon Wealth Management, LLC 220.05%0.08%0.13%Q2 2021Q2 20224
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2013Q4 20214
Spot Trading L.L.C 220.00%0.00%0.00%Q3 2013Q4 20134
RMB Capital Management, LLC 210.00%0.01%0.03%Q3 2018Q2 20194
Itau Unibanco Holding S.A. 310.00%0.02%0.04%Q3 2016Q1 20224
FORESTERS ASSET MANAGEMENT INC. 440.20%0.25%0.30%Q2 2016Q1 20174
CAPSTONE INVESTMENT ADVISORS, LLC 310.01%0.17%0.49%Q1 2017Q1 20184
Cetera Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.01%Q4 2022Q3 20234
Peachtree Investment Advisors, Inc. 440.90%1.02%1.09%Q4 2013Q3 20144
Plante Moran Financial Advisors, LLC 110.00%0.00%0.01%Q4 2014Q3 20224
Accuvest Global Advisors 210.04%0.99%2.71%Q2 2013Q2 20214
ETF MANAGERS GROUP, LLC 440.00%0.00%0.01%Q3 2018Q2 20194
Crosspoint Capital Strategies, LLC 440.00%0.01%0.01%Q1 2015Q4 20154
Jacobi Capital Management LLC 310.00%0.00%0.00%Q1 2018Q3 20214
TD Capital Management LLC 440.00%0.00%0.01%Q4 2016Q3 20174
Barrett Asset Management, LLC 440.00%0.00%0.00%Q1 2015Q4 20154
Counsel Portfolio Services Inc. 210.17%0.29%0.49%Q2 2014Q2 20153
55I, LLC 330.24%0.26%0.29%Q2 2019Q4 20193
Visionary Asset Management, Inc. 210.01%0.08%0.13%Q2 2013Q4 20143
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
Global Trust Asset Management, LLC 110.00%0.07%0.15%Q2 2019Q3 20203
PEAK FINANCIAL ADVISORS LLC 330.23%0.26%0.31%Q2 2021Q4 20213
StoneX Group Inc. 210.38%1.37%2.65%Q2 2021Q1 20223
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
BESSEMER GROUP INC 210.00%0.04%0.05%Q4 2016Q3 20223
ROOSEVELT INVESTMENT GROUP LLC 330.04%0.05%0.07%Q2 2013Q4 20133
Keebeck Wealth Management, LLC 330.02%0.15%0.23%Q4 2019Q2 20203
Polianta Ltd 216.37%6.88%7.71%Q3 2021Q3 20233
XL Group Investments Ltd 332.11%2.17%2.26%Q4 2016Q2 20173
Asset Dedication, LLC 210.00%0.00%0.01%Q4 2015Q3 20163
Cable Hill Partners, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
ProVise Management Group, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Dunvegan Associates, Inc. 330.04%0.04%0.04%Q2 2015Q4 20153
Headlands Technologies LLC 210.00%0.01%0.03%Q4 2022Q3 20233
Hightower 6M Holding, LLC 330.51%0.52%0.53%Q1 2022Q3 20223
Lumature Wealth Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Capital Bank & Trust Co 330.00%0.00%0.00%Q4 2017Q2 20183
VALLEY NATIONAL ADVISERS INC 330.00%0.00%0.00%Q3 2019Q1 20203
Capstone Investment Advisors (Netherlands), B.V. 331.22%1.70%2.07%Q4 2016Q2 20173
Eagle Bay Advisors LLC 330.00%0.00%0.01%Q2 2021Q4 20213
Gradient Investments LLC 110.00%0.00%0.00%Q4 2013Q1 20233
WEDBUSH SECURITIES INC 210.03%0.04%0.05%Q1 2015Q4 20173
Lebenthal Asset Management, LLC 330.03%0.03%0.03%Q2 2016Q4 20163
BARING ASSET MANAGEMENT Ltd 330.09%0.19%0.25%Q1 2016Q3 20163
BerganKDV Wealth Management, LLC 210.00%0.00%0.00%Q3 2021Q1 20233
Clearstead Advisors, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
SIMON QUICK ADVISORS, LLC 330.02%0.02%0.03%Q1 2017Q3 20173
WOODWARD DIVERSIFIED CAPITAL, LLC 330.18%0.30%0.47%Q3 2021Q1 20223
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Equitable Holdings, Inc. 210.01%0.01%0.02%Q3 2021Q3 20233
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
NatWest Group plc 330.01%0.02%0.04%Q2 2013Q4 20133
HAP Trading, LLC 110.04%0.07%0.10%Q2 2020Q2 20223
Julex Capital Management, LLC 330.00%0.01%0.03%Q1 2019Q3 20193
Knollwood Investment Advisory, LLC 330.93%1.44%1.74%Q4 2022Q2 20233
Strategic Capital Alternatives LLC 210.00%0.01%0.01%Q3 2014Q3 20153
PICTET ASSET MANAGEMENT LTD 210.00%0.00%0.00%Q1 2020Q2 20213
CX Institutional 330.70%0.73%0.80%Q1 2023Q3 20233
RUSSELL FRANK CO/ 210.00%0.00%0.00%Q1 2015Q1 20163
Tortoise Investment Management, LLC 330.00%0.00%0.01%Q2 2015Q4 20153
Arkadios Wealth Advisors 330.00%0.01%0.03%Q1 2021Q3 20213
Bank Pictet & Cie (Europe) AG 330.04%0.05%0.05%Q2 2019Q4 20193
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Pasadena Private Wealth, LLC 331.60%1.66%1.71%Q2 2021Q4 20213
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.19%0.25%0.30%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EWG Elevate Inc. 111.61%1.74%1.93%Q4 2019Q3 20213
Financial Management Professionals, Inc. 330.02%0.03%0.03%Q2 2013Q4 20133
Allworth Financial LP 110.00%0.00%0.00%Q4 2016Q4 20222
NATIXIS ADVISORS, L.P. 220.05%0.06%0.07%Q3 2015Q4 20152
WealthOne, LLC 110.09%0.15%0.22%Q4 2018Q2 20192
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
LGT Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q3 20232
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q4 20222
MARVIN & PALMER ASSOCIATES INC 220.51%0.79%1.07%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Clarius Group, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Segantii Capital Management Ltd 220.00%0.02%0.03%Q4 2021Q1 20222
McKinley Carter Wealth Services, Inc. 220.21%0.22%0.24%Q3 2013Q4 20132
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q2 20202
FDO Partners, LLC 110.77%16.48%32.18%Q3 2017Q1 20182
Cullen Capital Management, LLC 220.00%0.01%0.02%Q3 2022Q4 20222
PEAK6 Group LLC 220.00%0.00%0.00%Q1 2014Q2 20142
CCM INVESTMENT ADVISERS LLC 220.08%0.09%0.09%Q2 2013Q3 20132
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.47%0.48%0.49%Q2 2023Q3 20232
Cardan Capital Partners, LLC 220.03%0.03%0.03%Q2 2020Q3 20202
Focused Wealth Management, Inc 110.01%0.01%0.02%Q1 2021Q3 20212
TRUIST FINANCIAL CORP 220.01%0.01%0.01%Q2 2020Q3 20202
Bedel Financial Consulting, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
BOSTON PRIVATE BANK & TRUST CO 220.00%0.00%0.00%Q3 2014Q4 20142
Hugh Johnson Advisors LLC 220.07%0.07%0.07%Q1 2019Q2 20192
B. Riley Wealth Advisors, Inc. 110.00%0.03%0.06%Q2 2013Q4 20142
Trek Financial, LLC 220.14%0.19%0.23%Q2 2021Q3 20212
NEW YORK STATE COMMON RETIREMENT FUND 220.01%0.01%0.02%Q2 2015Q3 20152
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q2 2020Q2 20212
QUANTUM CAPITAL MANAGEMENT 220.17%0.33%0.49%Q2 2020Q3 20202
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q1 2018Q3 20182
Sepio Capital, LP 220.12%0.28%0.44%Q1 2022Q2 20222
DIXON HUBARD FEINOUR & BROWN INC/VA 220.09%0.09%0.09%Q1 2014Q2 20142
SEI TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q4 2013Q4 20212
Beaumont Financial Partners, LLC 110.17%1.24%2.30%Q2 2013Q2 20192
Trexquant Investment LP 220.02%0.02%0.03%Q2 2021Q3 20212
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.04%0.04%Q2 2013Q3 20132
Idaho Trust Bank 221.00%1.01%1.01%Q2 2023Q3 20232
GenTrust, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.00%0.00%0.01%Q2 2022Q2 20232
Euclid Advisors LLC 110.26%0.26%0.27%Q3 2014Q2 20152
Alaska Wealth Advisors 220.02%0.02%0.02%Q2 2023Q3 20232
MARSHALL WACE, LLP 110.01%0.01%0.01%Q2 2018Q4 20222
Richard C. Young & CO., LTD. 220.09%0.09%0.09%Q2 2013Q3 20132
Faithward Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
OLD MISSION CAPITAL, LLC 110.25%0.56%0.87%Q4 2016Q4 20202
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2015Q1 20162
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2010Q2 20152
qPULA Trading Management LP 220.49%0.73%0.97%Q4 2020Q1 20212
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
Checchi Capital Advisers, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Lee Financial Co 110.00%0.03%0.06%Q2 2017Q3 20232
HL FINANCIAL SERVICES LLC 220.01%0.01%0.01%Q2 2013Q3 20132
BPV Resources, LLC 228.90%9.00%9.09%Q1 2015Q2 20152
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q3 2021Q4 20212
GSA CAPITAL PARTNERS LLP 110.02%0.03%0.04%Q4 2022Q3 20232
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q2 2015Q1 20172
Claybrook Capital, LLC 220.50%0.69%0.88%Q3 2021Q4 20212
EPG Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Nuveen Asset Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q3 20222
MURPHY CAPITAL MANAGEMENT INC 110.04%0.05%0.06%Q4 2015Q3 20162
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Jane Street Holding, LLC 220.03%0.05%0.06%Q3 2013Q4 20132
Danda Trouve Investment Management, Inc. 220.08%0.10%0.12%Q3 2021Q4 20212
Winslow, Evans & Crocker, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
Glassman Wealth Services 110.01%0.01%0.01%Q3 2016Q3 20161
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Financial & Tax Architects, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MYCIO WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
ASPIRIANT, LLC 110.04%0.04%0.04%Q2 2016Q2 20161
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SVB WEALTH LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Friedenthal Financial 113.54%3.54%3.54%Q3 2021Q3 20211
Hilltop Holdings Inc. 110.77%0.77%0.77%Q3 2021Q3 20211
F-Squared Investment Management, LLC 110.32%0.32%0.32%Q3 2014Q3 20141
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BECK CAPITAL MANAGEMENT, LLC 110.12%0.12%0.12%Q2 2017Q2 20171
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.32%0.32%0.32%Q1 2018Q1 20181
Waterloo Capital, L.P. 110.14%0.14%0.14%Q1 2020Q1 20201
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2021Q2 20211
Saturna Capital CORP 110.00%0.00%0.00%Q4 2015Q4 20151
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Graypoint LLC 110.06%0.06%0.06%Q1 2020Q1 20201
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Coppell Advisory Solutions LLC 110.08%0.08%0.08%Q2 2023Q2 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2018Q4 20181
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Verity Asset Management, Inc. 110.11%0.11%0.11%Q2 2021Q2 20211
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EnTrustPermal Management LLC 112.72%2.72%2.72%Q1 2015Q1 20151
NORTHWEST INVESTMENT COUNSELORS, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
WEXFORD CAPITAL LP 110.28%0.28%0.28%Q1 2021Q1 20211
PITTENGER & ANDERSON INC 110.03%0.03%0.03%Q1 2016Q1 20161
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q3 2021Q3 20211
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
K.J. Harrison & Partners Inc 110.27%0.27%0.27%Q1 2021Q1 20211
FourThought Financial, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Donald L. Hagan, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Columbus Macro, LLC 110.41%0.41%0.41%Q1 2018Q1 20181
VSR Financial Services, Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Highmount Capital, LLC 110.10%0.10%0.10%Q2 2013Q2 20131
Transform Wealth, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
BAROMETER CAPITAL MANAGEMENT INC. 110.19%0.19%0.19%Q3 2018Q3 20181
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
RUSHMORE INVESTMENT ADVISORS, INC. 110.23%0.23%0.23%Q2 2013Q2 20131
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ballew Advisors, Inc 110.26%0.26%0.26%Q2 2021Q2 20211
Biltmore Family Office, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Graham Capital Management, L.P. 110.46%0.46%0.46%Q2 2013Q2 20131
TCG Advisors, LP 110.02%0.02%0.02%Q2 2019Q2 20191
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Total Clarity Wealth Management, Inc. 110.47%0.47%0.47%Q4 2021Q4 20211
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2016Q4 20161
STEPH & CO 110.00%0.00%0.00%Q3 2023Q3 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
Janney Capital Management LLC 110.26%0.26%0.26%Q3 2019Q3 20191
QCM Cayman, Ltd. 110.76%0.76%0.76%Q2 2021Q2 20211
IPG Investment Advisors LLC 110.11%0.11%0.11%Q4 2021Q4 20211
VIEWPOINT INVESTMENT PARTNERS CORP 110.01%0.01%0.01%Q4 2018Q4 20181
Alpine Group USVI, LLC 110.27%0.27%0.27%Q2 2017Q2 20171
Carnick & Kubik, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2018Q1 20181
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Camarda Financial Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CPWM, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
PAX Financial Group, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Advisors Preferred, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Brouwer & Janachowski, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Kovitz Investment Group Partners, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
People's United Financial, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Legacy CG, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MACKAY SHIELDS LLC 110.03%0.03%0.03%Q1 2018Q1 20181
MACKENZIE FINANCIAL CORP 110.08%0.08%0.08%Q1 2019Q1 20191
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q2 2013Q2 20131
IronBridge Private Wealth, LLC 113.37%3.37%3.37%Q4 2021Q4 20211
Guild Investment Management, Inc. 113.19%3.19%3.19%Q4 2012Q4 20121
MCF Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Invesco Ltd. 110.00%0.00%0.00%Q3 2013Q3 20131
VISTA FINANCE, LLC 113.94%3.94%3.94%Q4 2021Q4 20211
Y-Intercept (Hong Kong) Ltd 110.04%0.04%0.04%Q3 2022Q3 20221
CUMBERLAND ADVISORS INC 111.91%1.91%1.91%Q2 2013Q2 20131
4Thought Financial Group Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Taikang Asset Management (Hong Kong) Co Ltd 110.06%0.06%0.06%Q1 2019Q1 20191
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
NORTHERN TRUST CO OF CONNECTICUT 110.00%0.00%0.00%Q3 2013Q3 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Jefferies Group LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Alpine Global Management, LLC 110.27%0.27%0.27%Q2 2017Q2 20171
Karpus Management, Inc. 110.12%0.12%0.12%Q3 2022Q3 20221
Aspire Private Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RATIONAL ADVISORS LLC 110.01%0.01%0.01%Q1 2012Q1 20121
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Lebenthal Holdings,LLC 110.03%0.03%0.03%Q2 2016Q2 20161
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
Catamount Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
GENWORTH FINANCIAL INC 110.53%0.53%0.53%Q2 2013Q2 20131
Pekin Hardy Strauss, Inc. 110.13%0.13%0.13%Q4 2014Q4 20141
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JNBA Financial Advisors 110.04%0.04%0.04%Q3 2018Q3 20181
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2021Q4 20211
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2018Q4 20181
Sparta 24 Ltd. 114.38%4.38%4.38%Q2 2023Q2 20231
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Susquehanna International Group Ltd. 110.20%0.20%0.20%Q4 2022Q4 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Rye Brook Capital LLC 113.60%3.60%3.60%Q4 2020Q4 20201
SYON CAPITAL LLC 111.39%1.39%1.39%Q3 2023Q3 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
External links

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