ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cetera Advisor Networks LLC 43430.00%0.02%0.05%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.09%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42420.08%0.99%3.85%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Opus Capital Group, LLC 42420.03%0.09%0.21%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 3380.00%0.02%0.08%Q2 2013Q3 202341
Creative Planning 3380.00%0.00%0.00%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.04%0.18%Q4 2013Q3 202340
CITIGROUP INC 29110.00%0.00%0.00%Q3 2013Q3 202340
Cetera Advisors LLC 20190.01%0.05%0.23%Q2 2013Q3 202339
Bartlett & Co. LLC 2270.00%0.00%0.00%Q2 2014Q4 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
West Coast Financial LLC 36360.16%0.68%1.35%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.00%0.00%Q2 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 1810.00%0.01%0.05%Q2 2013Q3 202336
Asset Management Group, Inc. 36360.09%0.11%0.14%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2310.00%0.00%0.00%Q3 2013Q3 202335
ENVESTNET ASSET MANAGEMENT INC 21130.00%0.00%0.03%Q3 2013Q3 202334
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q1 2014Q3 202331
CWM, LLC 2180.00%0.00%0.03%Q2 2016Q3 202329
US BANCORP \DE\ 1340.00%0.00%0.00%Q2 2013Q3 202329
WEALTHSOURCE PARTNERS, LLC 29290.03%0.06%0.10%Q3 2016Q3 202329
Focused Wealth Management, Inc 29290.00%0.00%0.00%Q3 2013Q3 202029
BlackRock Inc. 29290.00%0.00%0.00%Q4 2015Q4 202229
Liberty Capital Management, Inc. 17120.21%0.24%0.31%Q2 2016Q3 202329
HighTower Advisors, LLC 1270.00%0.01%0.03%Q2 2014Q3 202328
Good Life Advisors, LLC 28280.04%0.87%5.36%Q4 2016Q3 202328
Cetera Investment Advisers 28280.02%0.08%0.38%Q4 2016Q3 202328
IFP Advisors, Inc 1110.00%0.03%0.06%Q4 2015Q3 202327
Ironwood Financial, llc 2340.03%0.10%0.22%Q4 2014Q3 202127
Global Retirement Partners, LLC 2070.07%0.12%0.18%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.02%Q2 2013Q4 201927
Cornerstone Wealth Management, LLC 2510.02%0.62%1.86%Q3 2016Q2 202326
Dana Investment Advisors, Inc. 26260.02%0.03%0.04%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.04%0.11%Q2 2017Q3 202326
AXA S.A. 26260.05%0.12%0.16%Q2 2013Q3 201926
IHT Wealth Management, LLC 26260.01%0.09%0.22%Q2 2017Q3 202326
NEXT Financial Group, Inc 1360.00%0.01%0.04%Q3 2014Q4 202126
Tower Research Capital LLC (TRC) 2510.00%0.03%0.12%Q4 2015Q3 202326
SCHRODER INVESTMENT MANAGEMENT GROUP 26260.00%0.00%0.00%Q3 2014Q4 202026
FMR LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
Sigma Planning Corp 13120.01%0.02%0.05%Q2 2016Q3 202225
GOLDMAN SACHS GROUP INC 1510.00%0.00%0.00%Q1 2012Q3 202325
LANDAAS & CO /WI /ADV 25250.16%0.29%0.35%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
Citadel Advisors 1510.00%0.00%0.00%Q1 2015Q3 202325
Gemmer Asset Management LLC 24240.01%0.04%0.09%Q1 2014Q4 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.05%0.10%Q4 2017Q3 202324
JANE STREET GROUP, LLC 1410.00%0.01%0.03%Q4 2014Q2 202324
CAPTRUST FINANCIAL ADVISORS 1590.00%0.00%0.01%Q3 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.13%0.18%0.23%Q4 2017Q3 202324
Patriot Financial Group Insurance Agency, LLC 23230.00%0.02%0.04%Q4 2016Q2 202223
Brand Asset Management Group, Inc. 22221.61%2.19%2.94%Q2 2018Q3 202322
Voya Financial Advisors, Inc. 22220.04%0.09%0.49%Q1 2015Q2 202022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.05%0.07%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.01%0.01%Q2 2018Q2 202321
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Strategic Blueprint, LLC 20200.04%0.14%0.44%Q4 2018Q3 202320
ROCKLAND TRUST CO 20200.04%0.08%0.12%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.06%0.12%0.41%Q4 2018Q3 202320
GenWealth Group, Inc. 20200.06%0.20%0.29%Q2 2017Q1 202220
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
FIFTH THIRD BANCORP 19190.00%0.00%0.00%Q1 2019Q3 202319
MUFG Americas Holdings Corp 19190.00%0.01%0.01%Q1 2018Q3 202219
TSFG, LLC 19190.02%0.03%0.04%Q1 2019Q3 202319
Windham Capital Management, LLC 1440.04%0.07%0.14%Q1 2019Q3 202318
PFG Advisors 1530.03%0.13%0.34%Q4 2017Q3 202318
Mathes Company, Inc. 18180.29%0.65%1.13%Q4 2013Q1 201818
SCOTIA CAPITAL INC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Exchange Capital Management, Inc. 1080.01%0.22%1.46%Q2 2013Q3 201818
Commonwealth Equity Services, Inc 18180.01%0.04%0.07%Q2 2013Q3 201718
Baird Financial Group, Inc. 1410.00%0.00%0.00%Q3 2018Q3 202317
Richard P Slaughter Associates Inc 17170.10%0.13%0.15%Q4 2019Q4 202317
COMERICA SECURITIES INC 17170.04%0.06%0.11%Q4 2014Q4 201817
BANK OF MONTREAL /CAN/ 1510.00%0.00%0.00%Q2 2013Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.02%0.03%Q4 2019Q3 202316
WHITTIER TRUST CO OF NEVADA INC 16160.01%0.01%0.01%Q2 2013Q1 201716
Equitable Holdings, Inc. 16160.48%0.85%1.35%Q4 2019Q3 202316
First Allied Advisory Services, Inc. 1510.00%0.02%0.03%Q4 2014Q3 201916
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1510.01%0.02%0.04%Q2 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Benchmark Wealth Management, LLC 16162.66%3.82%5.39%Q4 2019Q3 202316
MSI Financial Services Inc 15150.02%0.07%0.26%Q2 2013Q4 201615
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Ancora Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.02%0.04%0.06%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
PACIFIC SUN FINANCIAL CORP 610.31%0.38%0.48%Q1 2018Q2 202315
Archer Investment Corp 960.01%0.01%0.01%Q4 2019Q3 202315
Covington Capital Management 15150.00%0.00%0.00%Q1 2019Q3 202215
ENTERPRISE FINANCIAL SERVICES CORP 14140.07%0.11%0.15%Q1 2019Q2 202214
Chicago Partners Investment Group LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
Strategic Wealth Partners Group, LLC 910.11%0.19%0.61%Q4 2016Q3 202314
Windsor Wealth Management, Inc. 13130.05%0.05%0.06%Q3 2020Q3 202313
MANUFACTURERS LIFE INSURANCE COMPANY, THE 850.00%0.00%0.00%Q4 2014Q3 201813
J.W. COLE ADVISORS, INC. 810.12%0.17%0.27%Q4 2019Q3 202313
American Portfolios Advisors 1030.00%0.00%0.04%Q4 2017Q3 202213
Investors Capital Advisory Services 13130.20%0.30%0.43%Q2 2013Q2 201613
Wealthcare Advisory Partners LLC 1110.01%0.04%0.07%Q3 2017Q1 202112
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.03%0.04%Q4 2018Q3 202112
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.01%Q1 2019Q3 202312
NATIONAL PLANNING CORP 610.01%0.04%0.06%Q3 2013Q3 201712
STIFEL FINANCIAL CORP 1110.00%0.00%0.00%Q3 2019Q2 202312
Ausdal Financial Partners, Inc. 12120.08%0.10%0.12%Q4 2015Q3 201812
Atria Investments, Inc 1110.02%0.06%0.07%Q2 2017Q2 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Cerity Partners LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
TRUIST FINANCIAL CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
Vigilant Capital Management, LLC 11110.04%0.04%0.04%Q4 2020Q2 202311
ASSETMARK, INC 1010.00%0.00%0.01%Q3 2020Q3 202311
B. Riley Wealth Advisors, Inc. 11110.01%0.08%0.10%Q1 2014Q3 201611
LifePlan Financial Group, Inc 11110.01%0.01%0.01%Q1 2018Q3 202011
Merit Financial Group, LLC 11110.01%0.08%0.15%Q1 2021Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
Stratos Wealth Partners, LTD. 10100.01%0.02%0.02%Q1 2017Q2 201910
BOENNING & SCATTERGOOD, INC. 10100.05%0.09%0.11%Q3 2020Q4 202210
PSI Advisors, LLC 910.02%0.02%0.02%Q4 2019Q3 202310
TAP Consulting, LLC 810.05%0.15%0.33%Q1 2019Q4 202110
FinTrust Capital Advisors, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Advisory Services Network, LLC 310.00%0.00%0.01%Q4 2017Q1 202310
PARK AVENUE SECURITIES LLC 910.01%0.01%0.08%Q4 2014Q4 202210
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
Aurora Private Wealth, Inc. 620.07%0.12%0.24%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Private Ocean, LLC 10100.00%0.01%0.02%Q1 2018Q2 202010
Avion Wealth 990.00%0.00%0.00%Q3 2021Q3 20239
Timber Hill LLC 410.00%0.01%0.01%Q3 2013Q2 20179
BANK OF THE WEST 990.03%0.03%0.03%Q4 2016Q4 20189
FARMERS & MERCHANTS INVESTMENTS INC 990.00%0.00%0.01%Q3 2021Q3 20239
Ameritas Investment Company, LLC 990.00%0.04%0.09%Q3 2019Q3 20219
Intrua Financial, LLC 720.04%0.05%0.09%Q4 2020Q1 20239
J.P. Morgan Private Wealth Advisors LLC 810.00%0.00%0.00%Q1 2015Q3 20239
Dentgroup LLC 990.68%0.82%0.98%Q4 2021Q4 20239
First City Capital Management, Inc. 990.02%0.02%0.02%Q1 2014Q1 20169
FLAGSTAR ADVISORS INC 990.19%0.23%0.28%Q3 2021Q3 20239
Asset Dedication, LLC 540.00%0.01%0.01%Q2 2021Q3 20239
Realta Investment Advisors 420.02%0.02%0.02%Q1 2019Q3 20238
American Trust 880.06%0.09%0.19%Q4 2021Q3 20238
Apollon Wealth Management, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 620.00%0.00%0.00%Q3 2019Q1 20228
First Bank & Trust 880.01%0.01%0.01%Q3 2020Q2 20228
Red Tortoise LLC 440.26%0.30%0.34%Q3 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.04%0.06%0.09%Q4 2021Q3 20238
First Capital Advisors Group, LLC. 880.25%1.50%3.25%Q1 2017Q4 20188
Ameritas Advisory Services, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Fiera Capital Corp 880.00%0.00%0.00%Q1 2019Q4 20208
Bison Wealth, LLC 880.08%0.09%0.10%Q4 2019Q3 20218
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q3 2017Q2 20198
City State Bank 880.04%0.04%0.05%Q4 2021Q3 20238
WHITTIER TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Regal Investment Advisors LLC 880.01%0.03%0.06%Q2 2013Q1 20158
FDx Advisors, Inc. 610.01%0.02%0.04%Q3 2014Q2 20167
Tyler-Stone Wealth Management 520.10%0.11%0.12%Q4 2021Q3 20237
Intelligence Driven Advisers, LLC 770.78%2.25%3.65%Q4 2018Q2 20207
BESSEMER GROUP INC 770.00%0.00%0.02%Q1 2017Q3 20187
Core Wealth Advisors, Inc. 770.01%0.01%0.02%Q3 2020Q1 20227
Atria Wealth Solutions, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
SUNTRUST BANKS INC 770.01%0.01%0.02%Q2 2016Q4 20177
TIEDEMANN ADVISORS, LLC 770.04%0.05%0.07%Q1 2018Q3 20197
PRIVATE CAPITAL MANAGEMENT LLC 770.07%0.12%0.18%Q2 2020Q4 20217
FLOW TRADERS U.S. LLC 410.01%0.06%0.11%Q4 2020Q3 20237
Clearwater Capital Advisors, LLC 770.05%0.06%0.07%Q4 2016Q2 20187
Gladstone Institutional Advisory LLC 770.37%0.42%0.48%Q1 2022Q3 20237
Truehand, Inc 770.06%0.08%0.10%Q2 2020Q4 20217
Weaver Consulting Group 770.02%0.04%0.06%Q1 2019Q3 20207
Coston, McIsaac & Partners 660.01%0.02%0.03%Q2 2022Q3 20236
IFG Advisory, LLC 660.04%0.15%0.18%Q3 2019Q4 20206
US FINANCIAL ADVISORS, LLC 660.01%0.02%0.02%Q4 2014Q1 20166
Cordasco Financial Network 660.02%0.02%0.02%Q4 2013Q1 20156
Cadent Capital Advisors, LLC 660.20%0.22%0.25%Q4 2020Q1 20226
Burt Wealth Advisors 660.02%0.05%0.07%Q1 2017Q2 20186
Karn, Couzens & Associates, Inc. 660.24%0.28%0.30%Q4 2020Q1 20226
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Capital Investment Advisory Services, LLC 660.01%0.01%0.01%Q4 2018Q1 20206
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Winslow, Evans & Crocker, Inc. 660.01%0.01%0.01%Q2 2017Q3 20186
CENTAURUS FINANCIAL, INC. 420.01%0.06%0.10%Q4 2017Q2 20196
TCI Wealth Advisors, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
Wealthquest Corp 660.04%0.40%1.88%Q2 2022Q3 20236
Mutual Advisors, LLC 660.03%0.07%0.19%Q3 2019Q4 20206
WFG Advisors, LP 660.01%0.01%0.01%Q2 2013Q3 20146
Threshold Group LLC 660.80%0.86%0.93%Q2 2016Q3 20176
Lutz Financial Services LLC 410.02%0.03%0.03%Q2 2021Q2 20235
Perigon Wealth Management, LLC 410.01%0.01%0.02%Q4 2021Q3 20235
MONEY CONCEPTS CAPITAL CORP 210.00%0.02%0.04%Q4 2020Q4 20225
Allworth Financial LP 550.00%0.00%0.00%Q1 2019Q1 20205
WealthShield Partners, LLC 550.00%0.01%0.01%Q4 2017Q4 20185
Kestra Advisory Services, LLC 550.00%0.01%0.02%Q3 2020Q3 20215
PHYSICIANS FINANCIAL SERVICES, INC. 550.01%0.01%0.01%Q4 2015Q4 20165
Capital Analysts, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Brinker Capital Investments, LLC 550.24%0.28%0.30%Q2 2013Q2 20145
WFA of San Diego, LLC 210.04%0.06%0.07%Q4 2020Q3 20235
Mariner, LLC 320.00%0.01%0.03%Q1 2018Q1 20235
HoyleCohen, LLC 320.02%0.02%0.02%Q3 2021Q3 20235
Lenox Wealth Advisors, LLC 440.02%0.02%0.03%Q2 2015Q1 20164
Plante Moran Financial Advisors, LLC 440.01%0.02%0.02%Q2 2019Q1 20204
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 441.00%1.08%1.14%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.03%0.03%0.04%Q2 2013Q3 20154
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
Moisand Fitzgerald Tamayo, LLC 310.00%0.01%0.01%Q2 2021Q1 20234
Brookstone Capital Management 440.00%0.05%0.17%Q4 2014Q3 20154
SG Americas Securities, LLC 210.00%0.02%0.04%Q2 2014Q3 20184
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 440.04%0.05%0.05%Q1 2018Q4 20184
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2020Q1 20234
Greenwich Wealth Management LLC 441.06%1.42%1.85%Q1 2016Q4 20164
ASPIRIANT, LLC 440.05%0.17%0.29%Q1 2014Q4 20144
Surevest, LLC 440.09%1.24%1.67%Q4 2021Q3 20224
Sowell Financial Services LLC 440.02%0.07%0.10%Q1 2021Q4 20214
HAZLETT, BURT & WATSON, INC. 440.03%0.03%0.04%Q1 2022Q4 20224
Corient Private Wealth LLC 440.00%0.01%0.02%Q4 2022Q3 20234
INVESTMENT CENTERS OF AMERICA INC 440.32%0.36%0.40%Q4 2014Q3 20154
CHAPIN DAVIS, INC. 440.17%0.21%0.23%Q4 2022Q3 20234
Financial Advocates Investment Management 330.02%0.02%0.02%Q3 2020Q1 20213
Cape Investment Advisory, Inc. 330.18%0.18%0.18%Q1 2023Q3 20233
Golden State Wealth Management, LLC 330.05%0.05%0.05%Q1 2019Q3 20193
JNBA Financial Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Argentus Capital Management, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Asset Allocation Strategies LLC 210.14%0.16%0.20%Q4 2022Q3 20233
DFPG INVESTMENTS, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Merriman Wealth Management, LLC 333.08%5.27%9.06%Q2 2013Q4 20133
COMERICA SECURITIES,INC. 330.02%0.02%0.02%Q1 2019Q3 20193
Vantage Financial Partners, LLC 330.14%0.38%0.78%Q1 2023Q3 20233
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Ballew Advisors, Inc 330.03%0.04%0.04%Q1 2018Q3 20183
VitalStone Financial, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
HOWE & RUSLING INC 330.00%0.00%0.01%Q2 2014Q4 20143
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q4 2021Q2 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
M&T BANK CORP 210.00%0.00%0.00%Q2 2020Q3 20233
BARCLAYS PLC 210.00%0.00%0.00%Q4 2016Q3 20213
Elmwood Wealth Management, Inc. 210.06%0.06%0.07%Q1 2021Q4 20213
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q3 2021Q1 20223
TWO SIGMA SECURITIES, LLC 110.00%0.09%0.27%Q3 2017Q4 20183
Klingman & Associates, LLC 330.04%0.04%0.04%Q4 2014Q2 20153
Elk River Wealth Management, LLC 330.06%0.07%0.09%Q4 2020Q2 20213
D.A. DAVIDSON & CO. 330.00%0.01%0.01%Q2 2017Q4 20173
Integrated Advisors Network LLC 330.67%0.96%1.20%Q2 2020Q4 20203
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
Jacobi Capital Management LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Versant Capital Management, Inc 330.02%0.02%0.02%Q1 2016Q3 20163
Westside Investment Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
LVZ, Inc. 220.17%0.18%0.18%Q1 2015Q2 20152
Bank of New York Mellon Corp 220.00%0.00%0.00%Q1 2015Q2 20152
Kaydan Wealth Management, Inc. 220.10%0.11%0.12%Q4 2021Q1 20222
Winchester Group Inc. 220.10%0.10%0.10%Q2 2013Q3 20132
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.03%0.03%0.04%Q3 2021Q4 20212
Atlas Private Wealth Management, LLC 220.01%0.04%0.08%Q4 2019Q1 20202
Transamerica Financial Advisors, Inc. 220.00%0.12%0.24%Q1 2015Q2 20152
LINCOLN NATIONAL CORP 220.01%0.01%0.02%Q4 2017Q1 20182
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.01%Q2 2020Q4 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Goelzer Investment Management, Inc. 110.02%0.03%0.03%Q1 2019Q3 20192
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q1 20202
SILVER OAK SECURITIES, INCORPORATED 110.06%0.08%0.11%Q1 2022Q2 20232
GeoWealth Management, LLC 110.02%0.07%0.12%Q4 2021Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
American Financial Network Advisory Services LLC 220.38%0.43%0.47%Q3 2017Q4 20172
Bridgeworth, LLC 110.03%0.17%0.32%Q3 2017Q2 20182
Kore Private Wealth LLC 220.02%0.02%0.03%Q1 2020Q2 20202
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.03%0.06%0.10%Q3 2017Q4 20172
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
HIGHLAND CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Diversified Trust Co 220.02%0.02%0.02%Q1 2018Q2 20182
Quantitative Strategies, Inc. 221.38%1.53%1.68%Q2 2023Q3 20232
Avalon Trust Co 220.01%0.01%0.01%Q2 2023Q3 20232
Strategic Capital Alternatives LLC 220.04%0.04%0.04%Q1 2015Q2 20152
Kovack Advisors, Inc. 110.02%1.11%2.20%Q1 2015Q4 20212
PACIFIC FINANCIAL GROUP INC 220.01%3.15%6.30%Q2 2013Q3 20132
NewEdge Wealth, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Advisory Alpha, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AlphaMark Advisors, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q3 20191
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q1 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NewEdge Advisors, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Integrated Wealth Concepts LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Laffer Tengler Investments, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Partnervest Advisory Services LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Ipsen Advisor Group LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Rehmann Capital Advisory Group 110.11%0.11%0.11%Q4 2014Q4 20141
Sandy Cove Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q3 2023Q3 20231
Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Lloyd Advisory Services, LLC. 110.32%0.32%0.32%Q4 2019Q4 20191
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DOHJ, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Krilogy Financial LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q2 2019Q2 20191
CAZENOVE CAPITAL MANAGEMENT LTD 110.33%0.33%0.33%Q2 2013Q2 20131
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q2 2016Q2 20161
Ground Swell Capital, LLC 110.06%0.06%0.06%Q2 2014Q2 20141
Lowe Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q4 20181
First Heartland Consultants, Inc. 110.18%0.18%0.18%Q4 2014Q4 20141
SOA Wealth Advisors, LLC. 110.02%0.02%0.02%Q3 2023Q3 20231
Strategic Investment Advisors / MI 110.04%0.04%0.04%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.03%0.03%0.03%Q2 2021Q2 20211
Simplicity Solutions, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Wealth & Pension Services Group, Inc. 110.77%0.77%0.77%Q3 2018Q3 20181
AE Wealth Management LLC 110.08%0.08%0.08%Q4 2019Q4 20191
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
LAKE STREET PRIVATE WEALTH, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Parkside Financial Bank & Trust 110.07%0.07%0.07%Q4 2018Q4 20181
TFB Advisors LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Cubic Asset Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Procyon Advisors, LLC 110.86%0.86%0.86%Q4 2019Q4 20191
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q4 2017Q4 20171
External links

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