ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cetera Advisor Networks LLC 43430.02%0.11%0.24%Q1 2013Q3 202343
Courage Miller Partners, LLC 42420.18%1.02%2.14%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.15%0.22%0.28%Q2 2013Q3 202342
TWIN FOCUS CAPITAL PARTNERS, LLC 42420.42%0.91%1.67%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.03%0.06%0.12%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
Baystate Wealth Management LLC 42420.02%2.87%9.56%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.04%0.09%0.16%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.06%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.02%Q2 2013Q3 202341
Wharton Business Group, LLC 3380.02%0.12%1.03%Q2 2013Q3 202341
Vision Capital Management, Inc. 3460.06%0.08%0.13%Q2 2013Q2 202340
Cetera Advisors LLC 40400.02%0.04%0.09%Q4 2013Q3 202340
HighTower Advisors, LLC 40400.00%0.01%0.03%Q4 2013Q3 202340
US BANCORP \DE\ 3810.00%0.00%0.01%Q3 2013Q3 202339
Capital Advisors, Ltd. LLC 23160.15%0.23%0.28%Q4 2013Q3 202339
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1730.00%0.00%0.00%Q2 2013Q3 202338
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 3260.00%0.00%0.00%Q2 2013Q4 202238
North Star Investment Management Corp. 21170.01%0.06%0.18%Q1 2014Q3 202338
ENVESTNET ASSET MANAGEMENT INC 2030.00%0.00%0.03%Q2 2013Q3 202337
Sequoia Financial Advisors, LLC 3430.00%0.08%0.46%Q4 2013Q3 202337
Bank of New York Mellon Corp 36360.00%0.00%0.00%Q4 2014Q3 202336
FIFTH THIRD BANCORP 3510.00%0.00%0.00%Q2 2013Q3 202336
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
B. Riley Wealth Advisors, Inc. 3310.00%0.05%0.09%Q2 2014Q3 202335
J.P. Morgan Private Wealth Advisors LLC 35350.00%0.01%0.02%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
Kovack Advisors, Inc. 34340.06%0.40%1.06%Q2 2015Q3 202334
Advisory Services Network, LLC 2770.00%0.01%0.02%Q1 2015Q3 202334
Private Advisor Group, LLC 3210.00%0.02%0.11%Q3 2014Q3 202333
STIFEL FINANCIAL CORP 32320.00%0.00%0.01%Q4 2015Q3 202332
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.01%Q4 2012Q1 202332
IFP Advisors, Inc 17140.00%0.03%0.20%Q4 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.01%Q1 2016Q3 202331
DAVENPORT & Co LLC 3010.00%0.01%0.04%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.08%0.44%Q1 2016Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.01%0.02%Q4 2015Q3 202331
ETRADE Capital Management LLC 30300.03%0.07%0.14%Q2 2013Q3 202030
Raymond James Financial Services Advisors, Inc. 1480.01%0.03%0.20%Q4 2015Q3 202330
CWM, LLC 2280.02%0.06%0.17%Q1 2016Q3 202330
Kelman-Lazarov, Inc. 29290.10%0.23%0.38%Q1 2016Q1 202329
Avior Wealth Management, LLC 29290.00%0.01%0.02%Q3 2016Q3 202329
Sigma Planning Corp 2540.02%0.03%0.21%Q4 2014Q3 202329
Parkside Financial Bank & Trust 18110.03%0.05%0.06%Q3 2015Q4 202229
RWA WEALTH PARTNERS, LLC 28280.04%0.15%0.90%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.14%0.34%0.53%Q4 2016Q3 202328
Cypress Capital Management LLC (WY) 28280.01%0.01%0.02%Q4 2014Q3 202128
Global Retirement Partners, LLC 28280.02%0.06%0.36%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.02%0.14%0.34%Q4 2016Q3 202328
Marietta Wealth Management, LLC 28280.33%0.87%1.17%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.05%Q2 2013Q4 201927
Arcus Capital Partners, LLC 1910.05%0.29%0.88%Q4 2015Q4 202227
FMR LLC 2510.00%0.00%0.00%Q4 2015Q3 202326
MML INVESTORS SERVICES, LLC 26260.06%0.17%0.27%Q2 2017Q3 202326
Ironwood Financial, llc 2330.01%0.02%0.04%Q1 2015Q3 202126
GenWealth Group, Inc. 26260.67%3.73%7.86%Q2 2017Q3 202326
AXA S.A. 26260.18%0.35%0.51%Q2 2013Q3 201926
CAPTRUST FINANCIAL ADVISORS 2240.00%0.04%0.11%Q2 2013Q3 202326
Tower Research Capital LLC (TRC) 2410.00%0.03%0.06%Q1 2015Q3 202326
Citadel Advisors 610.00%0.00%0.00%Q1 2015Q3 202325
M&T BANK CORP 1510.00%0.00%0.01%Q3 2014Q4 202225
JANE STREET GROUP, LLC 810.00%0.01%0.05%Q1 2014Q3 202325
Clearstead Advisors, LLC 2311.06%2.83%4.57%Q4 2016Q3 202324
IHT Wealth Management, LLC 1590.04%0.21%0.40%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.05%0.07%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24240.09%0.32%0.77%Q4 2017Q3 202324
KILEY JUERGENS WEALTH MANAGEMENT, LLC 24243.33%6.92%11.36%Q4 2017Q3 202324
EAGLE GLOBAL ADVISORS LLC 2130.01%0.02%0.03%Q3 2017Q3 202324
Cetera Investment Advisers 23230.00%0.04%0.12%Q1 2018Q3 202323
BANK OF MONTREAL /CAN/ 1520.00%0.00%0.00%Q4 2014Q3 202322
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1710.00%0.02%0.04%Q2 2013Q2 202122
Brand Asset Management Group, Inc. 22220.94%1.24%1.45%Q2 2018Q3 202322
Pinnacle Bancorp, Inc. 2010.02%0.03%0.05%Q1 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.01%Q3 2018Q3 202321
HHM Wealth Advisors, LLC 20200.08%0.14%0.18%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.01%0.02%Q4 2014Q3 201920
FAS Wealth Partners, Inc. 1550.06%3.70%5.59%Q3 2016Q3 202320
Carroll Financial Associates, Inc. 20200.00%0.00%0.00%Q1 2017Q4 202120
Towerpoint Wealth, LLC 20200.72%1.11%1.55%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.03%0.06%Q4 2017Q3 202220
AVANTAX ADVISORY SERVICES, INC. 20200.16%0.29%0.64%Q4 2018Q3 202320
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
Laurel Wealth Advisors LLC 20200.03%0.03%0.04%Q4 2018Q3 202320
KELLEHER FINANCIAL ADVISORS 1030.12%0.21%0.30%Q1 2018Q3 202319
BUCKINGHAM STRATEGIC WEALTH, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
TSFG, LLC 19190.02%0.03%0.04%Q1 2019Q3 202319
BlackRock Inc. 1540.00%0.00%0.00%Q1 2018Q4 202219
AE Wealth Management LLC 1330.00%0.05%0.36%Q1 2018Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Full Sail Capital, LLC 19190.10%0.14%0.25%Q1 2019Q3 202319
Janney Montgomery Scott LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Windsor Wealth Management, Inc. 19190.08%0.13%0.17%Q1 2019Q3 202319
BB&T SECURITIES, LLC 18180.01%0.01%0.01%Q2 2015Q3 201918
Moors & Cabot, Inc. 18180.07%0.08%0.10%Q1 2014Q2 201818
FinTrust Capital Advisors, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Essex Financial Services, Inc. 1310.07%0.11%0.20%Q3 2016Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.08%0.10%Q2 2013Q3 201718
SG Americas Securities, LLC 18180.00%0.02%0.05%Q2 2013Q3 201718
Fusion Family Wealth LLC 1430.00%0.01%0.01%Q4 2016Q1 202117
NEXT Financial Group, Inc 610.01%0.02%0.05%Q3 2014Q4 202117
FIRST INTERSTATE BANK 17170.01%0.02%0.02%Q4 2015Q4 201917
SII INVESTMENTS INC/WI 17170.01%0.04%0.06%Q2 2013Q2 201717
ROMAN BUTLER FULLERTON & CO 910.18%0.39%0.58%Q1 2019Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 1610.02%0.04%0.06%Q4 2017Q1 202217
NATIONAL PLANNING CORP 17170.02%0.03%0.08%Q3 2013Q3 201717
Crewe Advisors LLC 17170.01%0.02%0.02%Q3 2019Q3 202317
NewEdge Advisors, LLC 1160.00%0.01%0.04%Q2 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.06%0.09%Q3 2019Q3 202317
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1340.07%0.18%0.70%Q4 2017Q3 202317
Mariner, LLC 1070.00%0.01%0.02%Q4 2017Q3 202317
Private Wealth Strategies, L.L.C. 16160.16%0.20%0.28%Q4 2019Q3 202316
WFG Advisors, LP 1510.00%0.01%0.01%Q2 2013Q2 201716
ADELL HARRIMAN & CARPENTER INC 1150.19%0.26%0.33%Q3 2019Q3 202316
Arkadios Wealth Advisors 16160.36%1.36%3.79%Q4 2019Q3 202316
CENTAURUS FINANCIAL, INC. 880.01%0.20%0.56%Q4 2017Q1 202216
Cedar Mountain Advisors, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
EP Wealth Advisors, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
First Heartland Consultants, Inc. 1410.01%0.04%0.08%Q1 2016Q3 202316
Cornerstone Wealth Management, LLC 1120.00%0.54%0.68%Q2 2018Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
XML Financial, LLC 16160.11%0.19%0.30%Q4 2019Q3 202316
Equitable Holdings, Inc. 16162.36%3.18%4.07%Q4 2019Q3 202316
Archer Investment Corp 960.00%0.00%0.01%Q4 2019Q3 202315
Advisor Group, Inc. 15150.03%0.05%0.10%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.02%0.05%0.08%Q1 2020Q3 202315
MUFG Americas Holdings Corp 1230.00%0.01%0.01%Q4 2010Q1 201615
MSI Financial Services Inc 15150.10%0.21%0.40%Q2 2013Q4 201615
Horst & Graben Wealth Management LLC 15150.29%0.39%0.49%Q1 2020Q3 202315
PARK AVENUE SECURITIES LLC 1110.01%0.01%0.02%Q1 2019Q4 202214
Csenge Advisory Group 14140.05%0.10%0.22%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.01%0.02%0.03%Q2 2020Q3 202314
Paragon Capital Management Ltd 14140.06%0.11%0.19%Q2 2020Q3 202314
Roof Eidam Maycock Peralta, LLC 1310.07%0.09%0.10%Q3 2019Q3 202314
First Allied Advisory Services, Inc. 1110.01%0.02%0.03%Q2 2014Q3 201914
Crestwood Advisors Group, LLC 14140.00%0.07%0.12%Q4 2013Q1 201714
Mutual Advisors, LLC 14140.01%0.02%0.06%Q2 2020Q3 202314
Outlook Wealth Advisors, LLC 14140.14%0.28%0.68%Q2 2020Q3 202314
NOMURA ASSET MANAGEMENT CO LTD 860.00%0.01%0.01%Q1 2020Q3 202314
Voya Financial Advisors, Inc. 1110.01%0.03%0.08%Q4 2015Q1 202113
SCOTIA CAPITAL INC. 13130.00%0.01%0.02%Q2 2020Q2 202313
Key FInancial Inc 1210.01%0.04%0.07%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
BANK OF NOVA SCOTIA 12120.00%0.00%0.01%Q3 2020Q2 202312
DB Wealth Management Group, LLC 12120.77%1.54%3.12%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
TAP Consulting, LLC 1110.41%1.06%1.68%Q1 2019Q1 202212
McQueen, Ball & Associates Inc. 12120.94%1.19%1.38%Q1 2016Q4 201812
BARCLAYS PLC 1020.00%0.00%0.00%Q2 2013Q3 202112
Annex Advisory Services, LLC 840.01%0.02%0.03%Q3 2020Q3 202312
Accel Wealth Management 12120.14%0.46%1.55%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.21%0.46%0.65%Q4 2020Q3 202312
Investors Capital Advisory Services 12120.06%0.13%0.19%Q3 2013Q2 201612
Cedar Brook Financial Partners, LLC 12120.10%0.11%0.13%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.04%0.04%0.06%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Platt Investment Counsel, LLC 12120.39%0.62%0.84%Q4 2020Q3 202312
BLAIR WILLIAM & CO/IL 530.00%0.00%0.00%Q3 2018Q3 202311
Timber Hill LLC 710.00%0.02%0.09%Q2 2013Q4 201711
EASTERN BANK 810.01%0.01%0.02%Q4 2019Q3 202311
Vestmark Advisory Solutions, Inc. 11110.02%0.05%0.07%Q4 2020Q2 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Capital Analysts, LLC 11110.02%0.05%0.07%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 720.06%0.16%0.50%Q4 2018Q3 202311
Oakworth Capital, Inc. 11110.07%0.10%0.13%Q4 2013Q2 201611
Nachman Norwood & Parrott, Inc 11110.05%0.06%0.12%Q4 2018Q2 202111
Clearview Wealth Advisors LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
Capital Asset Advisory Services LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
Hubbell Strickland Wealth Management, LLC 10100.13%0.57%0.73%Q3 2019Q4 202110
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
Total Clarity Wealth Management, Inc. 910.04%0.32%0.61%Q4 2019Q2 202210
PSI Advisors, LLC 910.01%0.01%0.01%Q4 2019Q3 202310
ASSETMARK, INC 420.00%0.00%0.01%Q3 2016Q3 202310
LifePro Asset Management 910.13%0.25%0.38%Q4 2020Q3 202310
Blue Barn Wealth, LLC 10100.28%0.45%0.83%Q2 2021Q3 202310
THRIVENT FINANCIAL FOR LUTHERANS 10100.01%0.01%0.01%Q4 2019Q1 202210
SITTNER & NELSON, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
McClarren Financial Advisors, Inc. 550.10%0.10%0.11%Q1 2021Q3 202310
White Pine Investment CO 990.09%0.62%1.30%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.03%0.06%0.08%Q3 2021Q3 20239
AlphaStar Capital Management, LLC 990.02%0.04%0.09%Q3 2021Q3 20239
FLAGSTAR ADVISORS INC 990.16%0.26%0.36%Q3 2021Q3 20239
BANK OF THE WEST 990.05%0.05%0.06%Q4 2016Q4 20189
Dentgroup LLC 992.56%3.62%6.01%Q4 2021Q4 20239
B. Riley Wealth Management, Inc. 610.01%0.06%0.17%Q1 2014Q2 20209
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.18%0.24%0.32%Q3 2021Q3 20239
Savant Capital, LLC 990.01%0.03%0.05%Q3 2021Q3 20239
Valeo Financial Advisors, LLC 510.00%0.00%0.01%Q3 2017Q1 20219
TNF LLC 990.17%0.18%0.20%Q3 2021Q3 20239
HOWARD WEALTH MANAGEMENT, LLC 990.36%0.47%0.57%Q4 2019Q4 20219
CALTON & ASSOCIATES, INC. 410.03%0.08%0.14%Q4 2017Q2 20209
Element Wealth, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Sunburst Financial Group, LLC 880.23%2.16%3.16%Q4 2021Q3 20238
Baird Financial Group, Inc. 420.00%0.01%0.02%Q4 2016Q2 20228
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
M Holdings Securities, Inc. 610.04%0.05%0.09%Q1 2019Q2 20238
First Bank & Trust 880.01%0.01%0.02%Q3 2020Q2 20228
HARBOR INVESTMENT ADVISORY, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Red Tortoise LLC 440.20%0.25%0.30%Q3 2021Q3 20238
Treynor Bancshares, Inc. 880.17%0.20%0.28%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.80%1.04%1.56%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.01%0.03%Q2 2018Q1 20208
Simplicity Solutions, LLC 410.01%0.10%0.46%Q3 2018Q4 20208
Realta Investment Advisors 420.01%0.01%0.01%Q1 2019Q3 20238
Aspire Wealth Management Corp 884.41%4.91%5.92%Q4 2021Q3 20238
Fortune 45 LLC 880.41%0.84%1.85%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.19%0.22%0.25%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.08%0.10%0.11%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 620.00%0.01%0.02%Q1 2014Q4 20198
Sowell Financial Services LLC 520.01%0.10%0.16%Q4 2020Q2 20237
Intelligence Driven Advisers, LLC 770.50%1.51%2.56%Q4 2018Q2 20207
HAZLETT, BURT & WATSON, INC. 770.05%0.06%0.08%Q1 2022Q3 20237
FLOW TRADERS U.S. LLC 310.05%0.13%0.28%Q3 2020Q3 20237
Integrated Wealth Management 770.00%0.00%0.01%Q1 2015Q3 20167
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
PERSONAL CFO SOLUTIONS, LLC 520.00%0.09%0.16%Q3 2019Q3 20217
Madison Wealth Partners, Inc 770.17%0.75%1.33%Q1 2022Q3 20237
Rehmann Capital Advisory Group 310.01%0.30%1.93%Q4 2013Q2 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.17%0.26%0.46%Q2 2013Q4 20147
FundX Investment Group, LLC 770.40%2.86%5.32%Q2 2020Q4 20217
One Capital Management, LLC 770.17%0.19%0.24%Q1 2022Q3 20237
Sunbelt Securities, Inc. 430.02%0.05%0.07%Q4 2020Q3 20237
JNBA Financial Advisors 770.00%0.00%0.00%Q1 2022Q3 20237
Noven Financial Group, Inc. 771.94%5.14%13.16%Q2 2014Q4 20157
NOESIS CAPITAL MANGEMENT CORP 770.07%0.08%0.08%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.13%0.14%0.15%Q4 2021Q3 20237
WBI INVESTMENTS, LLC 410.01%0.01%0.01%Q3 2014Q3 20167
Stratos Wealth Partners, LTD. 510.01%0.01%0.02%Q3 2016Q3 20187
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
CREDIT SUISSE AG/ 660.00%0.00%0.00%Q1 2013Q2 20146
Stokes & Hubbell Capital Management, LLC 660.06%0.11%0.14%Q4 2017Q1 20196
BEACON FINANCIAL GROUP 660.06%0.10%0.28%Q3 2013Q4 20146
Madrona Financial Services, LLC 660.57%0.64%0.87%Q4 2017Q1 20196
Beacon Financial Advisory LLC 310.16%0.27%0.57%Q4 2019Q3 20236
SeaCrest Wealth Management, LLC 310.01%0.01%0.04%Q3 2018Q2 20226
Steward Partners Investment Advisory, LLC 510.00%0.01%0.04%Q1 2021Q3 20236
Rede Wealth, LLC 660.18%0.22%0.26%Q4 2020Q1 20226
D.A. DAVIDSON & CO. 420.00%0.01%0.03%Q3 2016Q2 20206
Cooper Financial Group 660.17%0.19%0.22%Q2 2022Q3 20236
Sweet Financial Partners, LLC 660.34%0.37%0.39%Q2 2022Q3 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.02%0.06%0.08%Q2 2022Q3 20236
AdvisorNet Financial, Inc 510.00%0.00%0.01%Q4 2017Q2 20236
Corsicana & Co. 661.81%2.19%2.46%Q2 2021Q3 20226
Virtu KCG Holdings LLC 510.01%0.02%0.03%Q3 2013Q1 20176
Horan Securities, Inc. 510.05%0.05%0.06%Q3 2016Q1 20186
Bowman & Co S.C. 420.26%0.36%0.42%Q4 2021Q3 20236
Perigon Wealth Management, LLC 510.01%0.11%0.14%Q4 2018Q4 20206
WIN ADVISORS, INC 510.00%0.18%0.66%Q4 2021Q2 20236
Transparent Wealth Partners LLC 410.59%0.67%0.82%Q4 2021Q1 20235
Laurel Wealth Advisors, Inc. 550.02%0.04%0.05%Q1 2021Q1 20225
BOKF, NA 310.00%0.01%0.02%Q2 2013Q3 20235
High Falls Advisors, Inc 310.03%0.04%0.06%Q4 2015Q4 20215
Madden Advisory Services, Inc. 550.00%0.00%0.01%Q2 2013Q2 20145
Brinker Capital Investments, LLC 550.25%0.26%0.29%Q2 2013Q2 20145
J.W. COLE ADVISORS, INC. 410.02%0.03%0.04%Q3 2020Q3 20235
MONEY CONCEPTS CAPITAL CORP 210.00%0.06%0.26%Q4 2020Q3 20235
Beacon Pointe Advisors, LLC 410.00%0.01%0.01%Q3 2021Q4 20225
Legacy Financial Strategies, LLC 550.15%0.31%0.78%Q4 2019Q4 20205
Spotlight Asset Group, Inc. 550.09%0.22%0.32%Q4 2019Q4 20205
WASHINGTON TRUST Co 550.00%0.00%0.00%Q3 2020Q3 20215
Merit Financial Group, LLC 550.09%0.10%0.10%Q3 2022Q3 20235
Ballentine Partners, LLC 410.00%0.00%0.00%Q1 2016Q2 20175
Clearstead Trust, LLC 5512.05%13.96%15.50%Q3 2022Q3 20235
Portfolio Strategies, Inc. 410.04%0.04%0.04%Q4 2017Q1 20195
SUNTRUST BANKS INC 550.00%0.00%0.01%Q4 2016Q4 20175
OneDigital Investment Advisors LLC 550.01%0.02%0.03%Q2 2021Q2 20225
Kingsview Wealth Management, LLC 550.02%0.06%0.09%Q4 2020Q4 20215
Destination Wealth Management 410.00%0.01%0.04%Q3 2016Q2 20195
Country Club Trust Company, n.a. 550.03%0.04%0.04%Q3 2020Q3 20215
Kore Private Wealth LLC 320.02%0.03%0.03%Q1 2020Q4 20215
US FINANCIAL ADVISORS, LLC 551.55%1.99%3.09%Q4 2014Q4 20155
Gunderson Capital Management Inc. 410.13%0.45%0.60%Q1 2019Q4 20205
WealthShield Partners, LLC 550.00%0.01%0.03%Q4 2017Q4 20185
Retirement Planning Group, LLC 440.31%0.33%0.34%Q4 2022Q3 20234
JOYN Advisors, Inc. 220.00%0.01%0.02%Q2 2013Q2 20144
IFG Advisory, LLC 210.02%0.03%0.03%Q1 2022Q3 20234
RVW Wealth, LLC 440.10%0.10%0.10%Q1 2019Q4 20194
Guidant Wealth Advisors 440.18%0.20%0.21%Q4 2018Q3 20194
CoreCap Advisors, LLC 310.00%0.01%0.02%Q4 2021Q4 20224
Fulcrum Equity Management 220.46%0.60%0.76%Q2 2020Q2 20234
Advisors Preferred, LLC 220.03%0.22%0.37%Q1 2014Q1 20214
Wealthquest Corp 220.22%1.55%5.36%Q2 2022Q3 20234
SIGNATUREFD, LLC 440.02%0.02%0.02%Q2 2013Q1 20144
Castle Rock Wealth Management, LLC 440.15%0.35%0.46%Q2 2020Q1 20214
Moisand Fitzgerald Tamayo, LLC 310.01%0.01%0.01%Q2 2021Q1 20234
Shira Ridge Wealth Management 440.82%0.89%0.92%Q4 2022Q3 20234
CAPITAL ADVISORS INC/OK 440.01%0.02%0.02%Q4 2021Q3 20224
Syntegra Private Wealth Group, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Clear Creek Financial Management, LLC 440.10%0.12%0.15%Q4 2022Q3 20234
Lloyd Advisory Services, LLC. 210.00%0.01%0.01%Q2 2020Q1 20224
MARCO INVESTMENT MANAGEMENT LLC 220.03%0.03%0.04%Q2 2018Q2 20194
Private Advisory Group LLC 310.20%0.22%0.27%Q4 2018Q2 20204
Goldstein Advisors, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q2 2018Q1 20194
Financial Advocates Investment Management 210.02%0.20%0.38%Q4 2018Q3 20204
Homrich & Berg 440.01%0.01%0.02%Q4 2020Q3 20214
Strategic Blueprint, LLC 210.00%0.02%0.04%Q3 2019Q2 20234
MATHER GROUP, LLC. 440.01%0.01%0.01%Q4 2022Q3 20234
Surevest, LLC 440.07%0.94%1.39%Q4 2021Q3 20224
Corient Private Wealth LLC 440.00%0.01%0.02%Q4 2022Q3 20234
COMMERCE BANK 440.00%0.00%0.00%Q4 2022Q3 20234
Icon Wealth Partners, LLC 110.00%0.00%0.01%Q4 2017Q1 20193
GeoWealth Management, LLC 330.67%1.00%1.31%Q3 2021Q1 20223
Summit X, LLC 210.02%0.04%0.05%Q3 2020Q1 20223
RMB Capital Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Empowered Funds, LLC 210.07%0.70%1.09%Q4 2019Q2 20233
Integrated Advisors Network LLC 330.04%0.67%1.92%Q1 2020Q3 20203
OPPENHEIMER & CO INC 210.00%0.00%0.01%Q4 2021Q3 20223
Renaissance Technologies 210.00%0.00%0.00%Q2 2020Q4 20213
Belpointe Asset Management LLC 210.00%0.01%0.01%Q2 2022Q1 20233
Klingman & Associates, LLC 330.02%0.02%0.02%Q1 2016Q3 20163
Redwood Financial Network Corp 330.34%0.36%0.39%Q1 2022Q3 20223
DFPG INVESTMENTS, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Dynamic Advisor Solutions LLC 330.03%0.04%0.04%Q3 2020Q1 20213
Treybourne Wealth Planners, Inc. 331.48%1.52%1.60%Q4 2020Q2 20213
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
SEAVIEW INVESTMENT MANAGERS LLC 330.15%1.02%1.64%Q3 2020Q1 20213
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
G&S Capital LLC 330.52%0.65%0.86%Q1 2020Q3 20203
Howard Capital Management Inc. 330.03%0.03%0.04%Q4 2017Q2 20183
Hoese & Co LLP 330.57%0.62%0.68%Q2 2023Q4 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Cape Investment Advisory, Inc. 330.79%0.81%0.82%Q1 2023Q3 20233
Pinnacle Family Advisors, LLC 332.17%3.18%4.00%Q1 2020Q3 20203
Hutchens & Kramer Investment Management Group, LLC 330.23%0.24%0.27%Q1 2023Q3 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.02%0.02%Q4 2020Q2 20213
MARSHALL WACE, LLP 210.00%0.00%0.00%Q1 2019Q3 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Allegiant Private Advisors, LLC 330.05%0.05%0.06%Q4 2020Q2 20213
Sanctuary Wealth Management, L.L.C. 210.00%3.28%5.62%Q1 2010Q3 20233
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q2 2014Q4 20143
Prospera Financial Services Inc 210.00%0.02%0.03%Q3 2019Q1 20223
Avantax Planning Partners, Inc. 110.00%0.01%0.03%Q3 2017Q3 20183
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q1 2020Q3 20203
Gupta Wealth Management LLC 330.00%0.00%0.00%Q3 2015Q1 20163
IFC Holdings Incorporated/FL 330.05%0.05%0.05%Q2 2017Q4 20173
CERTUITY, LLC 210.10%0.13%0.16%Q4 2020Q3 20213
Strategic Financial Concepts, LLC 331.12%1.20%1.28%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Regal Investment Advisors LLC 330.00%0.00%0.00%Q1 2015Q3 20153
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.01%0.02%0.02%Q2 2023Q3 20232
SimpliFi, Inc. 222.09%2.11%2.13%Q4 2020Q1 20212
Family Investment Center, Inc. 220.13%0.14%0.14%Q2 2023Q3 20232
Sand Hill Global Advisors, LLC 220.03%0.03%0.04%Q2 2016Q3 20162
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Fortis Capital Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Freedom Investment Management, Inc. 220.02%0.05%0.08%Q1 2023Q2 20232
Provident Wealth Management, LLC 220.03%0.03%0.03%Q2 2020Q3 20202
Placemark Investments, Inc. 110.00%0.01%0.02%Q2 2014Q4 20142
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
WEALTHSOURCE PARTNERS, LLC 110.11%0.12%0.13%Q1 2016Q4 20192
Concert Wealth Management Inc. 110.01%0.02%0.03%Q2 2013Q3 20162
Acorn Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2017Q1 20182
Claraphi Advisory Network, LLC 220.14%0.15%0.16%Q2 2020Q3 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
AdvisorShares Investments LLC 2211.35%13.35%15.34%Q1 2020Q2 20202
RMR Wealth Builders 220.01%0.01%0.01%Q4 2020Q1 20212
Sutton Wealth Advisors Inc. 220.14%0.14%0.15%Q2 2023Q3 20232
Atria Investments, Inc 220.06%0.09%0.12%Q2 2020Q3 20202
Impact Partnership Wealth, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Addison Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
DRW Securities, LLC 110.02%0.08%0.15%Q2 2013Q4 20132
Blue Sky Asset Management, LLC 220.35%0.64%0.92%Q4 2019Q1 20202
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.06%0.07%0.07%Q2 2022Q3 20222
XML SECURITIES, LLC 220.27%0.28%0.28%Q4 2017Q1 20182
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.00%0.25%0.50%Q2 2023Q3 20232
Octavia Wealth Advisors, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
Signet Investment Advisory Group, Inc. 110.02%0.02%0.02%Q4 2018Q4 20202
Kaydan Wealth Management, Inc. 220.09%0.10%0.10%Q4 2021Q1 20222
Fiduciary Alliance LLC 110.00%0.02%0.04%Q4 2022Q2 20232
HM PAYSON & CO 220.00%0.00%0.00%Q3 2020Q4 20202
NORTHERN TRUST CORP 220.00%0.00%0.00%Q4 2014Q1 20152
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q4 2015Q1 20162
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
High Net Worth Advisory Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
UBS ASSET MANAGEMENT AMERICAS INC 220.00%0.00%0.00%Q2 2019Q3 20192
Gradient Investments LLC 110.00%0.00%0.00%Q2 2020Q3 20222
B, B, H, & B INC. 110.00%0.00%0.00%Q4 2020Q4 20201
BAROMETER CAPITAL MANAGEMENT INC. 110.20%0.20%0.20%Q4 2015Q4 20151
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
V Wealth Advisors LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Virtu Financial LLC 110.12%0.12%0.12%Q2 2016Q2 20161
Ipsen Advisor Group LLC 113.24%3.24%3.24%Q4 2022Q4 20221
WJ Wealth Management, LLC 112.55%2.55%2.55%Q2 2020Q2 20201
Lido Advisors, LLC 110.31%0.31%0.31%Q1 2016Q1 20161
F3Logic, LLC 111.69%1.69%1.69%Q3 2020Q3 20201
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Brookstone Capital Management 110.30%0.30%0.30%Q2 2015Q2 20151
SILVER OAK SECURITIES, INCORPORATED 110.09%0.09%0.09%Q1 2022Q1 20221
Bouchey Financial Group Ltd 110.04%0.04%0.04%Q3 2023Q3 20231
Elevation Capital Advisory, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Oak Asset Management, LLC 110.28%0.28%0.28%Q2 2022Q2 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Insight Advisors, LLC/ PA 110.09%0.09%0.09%Q4 2020Q4 20201
Stratos Wealth Advisors, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Ferris Capital, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
VisionPoint Advisory Group, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
CPR Investments Inc. 110.22%0.22%0.22%Q1 2023Q1 20231
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Dorsey Wright & Associates 117.47%7.47%7.47%Q2 2020Q2 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
J. L. Bainbridge & Co., Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
FDx Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Truepoint, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MAI Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Retireful, LLC 1114.93%14.93%14.93%Q1 2022Q1 20221
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q2 2014Q2 20141
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2020Q4 20201
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
StoneX Group Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
RFG Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
CarsonAllaria Wealth Management, Ltd. 110.17%0.17%0.17%Q4 2021Q4 20211
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Cornerstone Advisory, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Trilogy Capital Inc. 111.53%1.53%1.53%Q3 2020Q3 20201
Stonebridge Capital Advisors LLC 110.11%0.11%0.11%Q2 2016Q2 20161
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q2 2016Q2 20161
TOEWS CORP /ADV 110.25%0.25%0.25%Q4 2010Q4 20101
Karp Capital Management Corp 110.04%0.04%0.04%Q4 2018Q4 20181
Snowden Capital Advisors LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
AXS Investments LLC 110.21%0.21%0.21%Q3 2021Q3 20211
Visionary Wealth Advisors 110.02%0.02%0.02%Q4 2021Q4 20211
Gray Wealth Management Inc. 110.14%0.14%0.14%Q4 2020Q4 20201
Balentine LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Investors Research Corp 110.04%0.04%0.04%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2016Q4 20161
Transamerica Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.17%0.17%0.17%Q2 2021Q2 20211
Anfield Capital Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Taylor Wealth Management Partners 110.02%0.02%0.02%Q4 2015Q4 20151
RFP Financial Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Advisory Alpha, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Trexquant Investment LP 110.05%0.05%0.05%Q1 2020Q1 20201
Birchcreek Wealth Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
VitalStone Financial, LLC 110.87%0.87%0.87%Q1 2023Q1 20231
JACKSON SQUARE CAPITAL, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
External links

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