ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.04%Q2 2013Q3 2023125
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.09%Q1 2012Q3 202392
BARCLAYS PLC 3510.00%0.00%0.03%Q2 2013Q3 202392
Citadel Advisors 39390.00%0.00%0.02%Q1 2014Q3 202389
Cutler Group LLC / CA 1810.00%0.01%0.19%Q4 2015Q3 202367
Walleye Trading LLC 1720.00%0.01%0.20%Q2 2013Q1 202266
JANE STREET GROUP, LLC 2010.00%0.01%0.27%Q1 2014Q3 202354
Parallax Volatility Advisers, L.P. 25250.00%0.00%0.01%Q2 2013Q2 201952
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202351
CITIGROUP INC 42420.00%0.02%0.08%Q2 2013Q3 202348
RAYMOND JAMES & ASSOCIATES 3150.00%0.01%0.04%Q1 2014Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202343
PATTEN & PATTEN INC/TN 42420.03%0.08%0.16%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202342
Capital Investment Counsel, Inc 42420.15%0.27%0.39%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.00%1.22%2.18%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.12%0.61%1.33%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.09%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.08%0.50%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
North Star Investment Management Corp. 24170.00%0.11%0.71%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.01%0.01%0.02%Q2 2013Q3 202341
Janney Montgomery Scott LLC 38380.00%0.01%0.02%Q2 2014Q3 202338
Raymond James Financial Services Advisors, Inc. 3350.00%0.05%0.30%Q1 2014Q3 202338
ENVESTNET ASSET MANAGEMENT INC 2350.00%0.05%0.25%Q2 2013Q3 202338
Advisory Services Network, LLC 2140.00%0.06%0.34%Q4 2013Q3 202337
Cambridge Investment Research Advisors, Inc. 37370.00%0.01%0.06%Q3 2014Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3070.00%0.14%0.60%Q1 2014Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Cetera Advisors LLC 36360.01%0.04%0.10%Q4 2014Q3 202336
Kistler-Tiffany Companies, LLC 2250.00%0.02%0.06%Q2 2013Q2 202336
TWO SIGMA SECURITIES, LLC 1410.00%0.05%0.37%Q4 2016Q3 202335
WOLVERINE TRADING, LLC 310.00%0.01%0.04%Q4 2016Q1 202335
Private Advisor Group, LLC 2430.01%0.04%0.53%Q2 2014Q3 202334
BNP PARIBAS FINANCIAL MARKETS 1970.00%0.04%0.12%Q1 2015Q3 202333
KCM INVESTMENT ADVISORS LLC 2340.01%0.07%0.12%Q4 2014Q3 202333
Tower Research Capital LLC (TRC) 2410.00%0.12%0.57%Q3 2014Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 32320.00%0.05%0.11%Q4 2015Q3 202332
Hudock, Inc. 21100.00%0.05%0.20%Q2 2013Q3 202231
Geneos Wealth Management Inc. 31310.01%0.03%0.33%Q1 2016Q3 202331
Spot Trading L.L.C 930.00%0.02%0.22%Q2 2013Q2 201631
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q2 2013Q3 202331
CREDIT SUISSE AG/ 1730.00%0.02%0.07%Q1 2013Q2 202131
StrategIQ Financial Group, LLC 30300.06%0.20%0.62%Q2 2016Q3 202330
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2310.00%0.04%0.11%Q2 2014Q3 202329
TWO SIGMA INVESTMENTS, LP 810.00%0.01%0.04%Q3 2013Q2 202329
Allworth Financial LP 28280.00%0.00%0.00%Q4 2016Q3 202328
HighTower Advisors, LLC 1210.00%0.01%0.05%Q2 2013Q3 202328
Cetera Advisor Networks LLC 1410.00%0.02%0.05%Q2 2014Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.04%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
OPTIMUM INVESTMENT ADVISORS 2340.02%0.04%0.05%Q2 2014Q3 202327
IFP Advisors, Inc 1410.00%0.00%0.03%Q4 2015Q3 202327
SCOTIA CAPITAL INC. 1980.02%0.04%0.07%Q1 2015Q4 202227
First Allied Advisory Services, Inc. 2410.00%0.03%0.11%Q2 2013Q3 202027
CAPITAL FUND MANAGEMENT S.A. 510.00%0.02%0.08%Q2 2014Q4 201927
MURPHY CAPITAL MANAGEMENT INC 1350.03%0.04%0.11%Q2 2014Q2 202226
WP Advisors, LLC 13130.11%0.17%0.26%Q4 2016Q3 202326
Patten Group, Inc. 1910.06%0.08%0.11%Q4 2014Q4 202126
MILLENNIUM MANAGEMENT LLC 1010.00%0.00%0.02%Q2 2014Q3 202326
Winslow, Evans & Crocker, Inc. 1690.00%0.04%0.16%Q4 2013Q4 202025
TWO SIGMA ADVISERS, LP 2010.00%0.02%0.09%Q3 2014Q1 202325
CAPTRUST FINANCIAL ADVISORS 15100.00%0.00%0.01%Q2 2017Q3 202325
Sage Capital Advisors,llc 1950.31%0.49%0.82%Q3 2017Q3 202324
OPPENHEIMER & CO INC 710.01%0.01%0.05%Q2 2013Q3 202324
MML INVESTORS SERVICES, LLC 1590.00%0.03%0.11%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Sigma Planning Corp 1310.01%0.04%0.16%Q4 2014Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
STIFEL FINANCIAL CORP 810.00%0.00%0.05%Q4 2014Q3 202324
CHATHAM CAPITAL GROUP, INC. 23230.07%0.11%0.17%Q3 2014Q1 202023
NEXT Financial Group, Inc 1340.00%0.02%0.07%Q3 2014Q4 202123
SG Americas Securities, LLC 1310.00%0.10%0.34%Q2 2013Q2 202023
HSBC HOLDINGS PLC 930.00%0.00%0.00%Q4 2014Q2 202123
Ayalon Insurance Comp Ltd. 1220.02%1.10%2.64%Q1 2015Q3 202322
Steward Partners Investment Advisory, LLC 22220.00%0.02%0.04%Q2 2018Q3 202322
Jacobi Capital Management LLC 22220.00%0.01%0.02%Q2 2016Q3 202122
Carroll Financial Associates, Inc. 22220.00%0.01%0.06%Q3 2016Q4 202122
CWM, LLC 1310.00%0.00%0.05%Q4 2015Q3 202322
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2010.02%0.04%0.21%Q4 2014Q3 202321
Clarus Wealth Advisors 1520.09%0.72%1.19%Q4 2017Q2 202321
McGuire Investment Group, LLC 21210.53%1.11%2.88%Q3 2018Q3 202321
CUMBERLAND ADVISORS INC 1130.84%2.74%5.68%Q2 2013Q4 201921
BANQUE PICTET & CIE SA 1810.01%0.06%0.19%Q4 2013Q1 202121
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Quantitative Investment Management, LLC 810.01%0.15%0.42%Q2 2013Q3 202321
VICUS CAPITAL 20200.08%0.19%0.27%Q4 2014Q3 201920
Private Wealth Advisors, LLC 20200.09%0.46%1.72%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.02%0.04%Q4 2017Q3 202220
Capital Investment Advisory Services, LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
Ifrah Financial Services, Inc. 1330.06%0.15%0.33%Q3 2014Q1 202220
CHARTIST INC /CA/ 1010.43%1.76%3.59%Q2 2013Q3 201820
Capital Analysts, LLC 1910.00%0.00%0.00%Q3 2016Q3 202320
Florin Court Capital LLP 1310.13%1.39%11.96%Q4 2016Q2 202320
GARRISON POINT ADVISORS, LLC 20200.34%0.38%0.42%Q4 2018Q3 202320
Ironwood Financial, llc 1230.01%0.01%0.02%Q4 2014Q3 202119
MEITAV INVESTMENT HOUSE LTD 910.00%0.18%1.79%Q4 2017Q2 202319
B. Riley Wealth Advisors, Inc. 1310.00%0.02%0.05%Q2 2014Q3 202319
TSFG, LLC 19190.02%0.04%0.08%Q1 2019Q3 202319
AlphaMark Advisors, LLC 1180.01%0.01%0.02%Q2 2013Q4 202219
Sandy Spring Bank 1720.00%0.00%0.00%Q1 2015Q3 202319
Twin Tree Management, LP 810.00%0.06%0.27%Q3 2017Q1 202219
CX Institutional 1710.00%0.16%0.31%Q3 2018Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.04%0.10%Q2 2013Q3 201718
HRT FINANCIAL LP 1210.03%0.54%2.89%Q2 2015Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.02%Q3 2018Q3 202318
BAROMETER CAPITAL MANAGEMENT INC. 610.01%0.26%0.59%Q4 2013Q1 202218
SIGNATUREFD, LLC 1710.00%0.00%0.02%Q4 2014Q3 202318
MONTAG A & ASSOCIATES INC 1250.01%0.04%0.11%Q3 2017Q3 202317
Institute for Wealth Management, LLC. 1340.05%0.09%0.11%Q1 2019Q3 202317
SIMPLEX TRADING, LLC 610.00%0.01%0.06%Q1 2015Q1 202217
CENTRAL TRUST Co 17170.00%0.01%0.01%Q4 2015Q4 201917
VALLEY NATIONAL ADVISERS INC 1430.01%0.01%0.01%Q1 2015Q1 202017
NewEdge Advisors, LLC 740.00%0.01%0.03%Q2 2018Q3 202317
Advisor Group, Inc. 15150.00%0.02%0.03%Q2 2016Q4 201915
Archford Capital Strategies, LLC 1320.00%0.01%0.02%Q1 2014Q2 201815
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 820.03%0.08%0.22%Q1 2019Q3 202315
MSI Financial Services Inc 15150.00%0.03%0.10%Q2 2013Q4 201615
GenWealth Group, Inc. 15150.09%0.15%0.25%Q2 2017Q4 202015
Capital Advisors, Ltd. LLC 15150.30%0.44%0.51%Q1 2020Q3 202315
WESPAC Advisors, LLC 620.18%1.05%2.25%Q1 2014Q1 202215
FIFTH THIRD BANCORP 610.00%0.00%0.00%Q2 2014Q3 202315
TCI Wealth Advisors, Inc. 730.00%0.01%0.02%Q2 2014Q1 202314
Equitable Holdings, Inc. 1310.01%0.01%0.01%Q4 2019Q3 202314
INVESTMENT CENTERS OF AMERICA INC 14140.03%0.06%0.13%Q2 2014Q3 201714
TRUIST FINANCIAL CORP 1310.00%0.00%0.01%Q4 2019Q3 202314
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
TCTC Holdings, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
STRATEGIC WEALTH MANAGEMENT INC 1111.77%3.80%10.32%Q1 2014Q2 201914
Ellis Investment Partners, LLC 14140.04%0.05%0.05%Q2 2019Q3 202214
ATLAS CAPITAL ADVISORS LLC 1220.00%0.00%0.01%Q1 2020Q3 202314
AE Wealth Management LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 620.00%0.00%0.01%Q1 2014Q2 202114
Madden Advisory Services, Inc. 1310.11%0.29%0.42%Q2 2013Q1 201714
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
AFFINITY WEALTH MANAGEMENT LLC 610.04%4.30%10.05%Q4 2014Q1 202213
Virtu Financial LLC 510.02%0.23%0.54%Q4 2013Q4 201913
Nikulski Financial, Inc. 13130.29%0.42%0.58%Q3 2020Q3 202313
CIBC WORLD MARKET INC. 810.00%0.00%0.01%Q1 2014Q3 202113
Archer Investment Corp 13130.00%0.00%0.00%Q4 2018Q4 202113
NVWM, LLC 910.11%0.43%1.17%Q4 2017Q4 202213
Migdal Insurance & Financial Holdings Ltd. 940.14%0.77%1.89%Q4 2016Q2 202113
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q1 2020Q1 202313
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 630.04%0.10%0.18%Q4 2013Q1 201813
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q1 2020Q1 202313
Miracle Mile Advisors, LLC 12120.12%0.55%0.80%Q4 2020Q3 202312
KEYBANK NATIONAL ASSOCIATION/OH 12120.00%0.00%0.01%Q1 2013Q4 201512
Capital Asset Advisory Services LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
LINCOLN NATIONAL CORP 1110.00%0.01%0.01%Q4 2017Q3 202312
Cetera Investment Advisers 12120.00%0.01%0.02%Q4 2020Q3 202312
PEAK6 Investments LLC 660.00%0.00%0.01%Q4 2021Q1 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.00%0.00%Q2 2014Q2 201812
Private Portfolio Partners LLC 12120.12%0.13%0.15%Q4 2020Q3 202312
Cadent Capital Advisors, LLC 12121.95%2.80%4.16%Q4 2020Q3 202312
Virtu KCG Holdings LLC 610.00%0.03%0.06%Q3 2013Q1 201712
Bogart Wealth, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 840.00%0.01%0.02%Q3 2017Q3 202012
Timber Hill LLC 510.00%0.02%0.05%Q3 2013Q3 201712
Kestra Advisory Services, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Capital Directions Investment Advisors, LLC 620.01%0.01%0.01%Q3 2019Q4 202212
BLAIR WILLIAM & CO/IL 910.00%0.00%0.00%Q2 2018Q2 202212
Somerset Group LLC 12120.42%1.68%2.17%Q3 2013Q2 201612
Kesler, Norman & Wride, LLC 12120.07%1.03%1.92%Q4 2020Q3 202312
MACROVIEW INVESTMENT MANAGEMENT LLC 840.00%0.01%0.01%Q3 2018Q3 202312
Aptus Capital Advisors, LLC 750.00%0.04%0.29%Q2 2019Q3 202312
HCR Wealth Advisors 750.01%0.12%0.28%Q2 2017Q4 202012
Weiss Multi-Strategy Advisers LLC 610.03%0.29%0.63%Q2 2015Q2 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Financial Architects, Inc 12120.01%0.02%0.02%Q3 2017Q2 202012
FMA ADVISORY INC 11110.29%0.32%0.38%Q1 2017Q3 201911
BUTENSKY & COHEN FINANCIAL SECURITY, INC 11110.02%0.02%0.02%Q4 2014Q2 201711
Providence First Trust Co 11110.12%0.14%0.16%Q1 2021Q3 202311
Founders Financial Alliance, LLC 11110.02%0.03%0.05%Q1 2021Q3 202311
PITTENGER & ANDERSON INC 11110.01%0.02%0.02%Q2 2014Q4 201611
Richard Bernstein Advisors LLC 11110.00%0.94%1.52%Q2 2020Q4 202211
WASHBURN CAPITAL MANAGEMENT, INC. 11110.65%2.45%5.77%Q1 2021Q3 202311
Psagot Value Holdings Ltd. 11110.02%0.43%0.68%Q2 2013Q4 201511
STEPHENS INC /AR/ 430.01%0.07%0.14%Q1 2014Q2 202111
DIVIDEND ASSETS CAPITAL, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Focused Wealth Management, Inc 11110.00%0.00%0.00%Q3 2013Q1 201611
Spire Wealth Management 11110.00%0.02%0.13%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.01%0.01%0.02%Q4 2020Q3 202311
Beacon Pointe Advisors, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
L & S Advisors Inc 510.02%0.13%0.31%Q1 2014Q2 202110
AVIANCE CAPITAL MANAGEMENT, LLC 320.03%0.24%0.70%Q4 2014Q1 201910
Venturi Wealth Management, LLC 520.00%0.03%0.05%Q2 2020Q3 202310
Wealthstreet Investment Advisors, LLC 640.03%0.03%0.04%Q3 2018Q1 202110
Brick & Kyle, Associates 10100.01%0.01%0.01%Q4 2014Q1 201710
Squarepoint Ops LLC 610.00%0.01%0.10%Q3 2017Q3 202310
FIRST WILSHIRE SECURITIES MANAGEMENT INC 10100.09%0.13%0.16%Q2 2021Q3 202310
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.01%0.03%Q2 2014Q3 202010
OARSMAN CAPITAL, INC. 10100.13%0.18%0.20%Q2 2013Q3 201510
Sunbelt Securities, Inc. 710.00%0.06%0.10%Q4 2016Q2 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.05%Q1 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Baird Financial Group, Inc. 820.00%0.02%0.03%Q3 2015Q2 202210
FLOW TRADERS U.S. LLC 510.01%0.21%0.55%Q4 2016Q1 202310
Delos Wealth Advisors, LLC 10100.03%1.03%2.36%Q2 2021Q3 202310
LifeSteps Financial, Inc. 910.20%0.54%0.76%Q4 2020Q2 202310
WOLVERINE ASSET MANAGEMENT LLC 440.00%0.02%0.04%Q2 2013Q1 201410
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Carlson Capital Management 990.02%0.03%0.06%Q3 2021Q3 20239
J.P. Morgan Private Wealth Advisors LLC 810.00%0.00%0.00%Q2 2020Q4 20229
ProVise Management Group, LLC 990.03%0.07%0.12%Q3 2020Q3 20229
Asset Dedication, LLC 540.00%0.00%0.01%Q2 2021Q3 20239
Indie Asset Partners, LLC 990.92%1.31%1.53%Q3 2021Q3 20239
Sequoia Financial Advisors, LLC 990.10%0.16%0.20%Q4 2013Q4 20159
626 Financial, LLC 810.69%0.99%1.18%Q1 2021Q3 20239
Castleview Partners, LLC 810.00%0.02%0.20%Q2 2021Q3 20239
CENTAURUS FINANCIAL, INC. 710.01%0.07%0.25%Q2 2018Q2 20239
Global Wealth Management Investment Advisory, Inc. 990.00%0.01%0.04%Q4 2018Q4 20209
Advisors Preferred, LLC 310.01%0.09%0.37%Q4 2013Q4 20189
Stonebridge Financial Planning Group, LLC 990.02%0.03%0.06%Q4 2019Q4 20219
SVB WEALTH LLC 880.00%0.01%0.01%Q2 2020Q1 20228
Teamwork Financial Advisors, LLC 880.11%0.26%0.43%Q2 2020Q1 20228
MMBG INVESTMENT ADVISORS CO. 880.07%0.12%0.18%Q4 2021Q3 20238
MARSHALL WACE, LLP 310.00%0.01%0.03%Q3 2020Q3 20238
NORWOOD FINANCIAL CORP 880.03%0.04%0.05%Q4 2021Q3 20238
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Brookstone Capital Management 310.00%1.25%2.78%Q4 2013Q4 20208
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.00%0.00%Q3 2017Q3 20238
WFG Advisors, LP 710.00%0.01%0.02%Q2 2013Q4 20168
Thrive Capital Management, LLC 881.11%1.25%1.59%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.60%0.64%0.67%Q4 2021Q3 20238
SUNTRUST BANKS INC 710.00%0.00%0.01%Q3 2013Q4 20178
Independent Portfolio Consultants, Inc. 710.01%0.01%0.01%Q3 2014Q2 20178
Retirement Planning Co of New England, Inc. 880.40%0.49%0.54%Q4 2021Q3 20238
SNS Financial Group, LLC 440.06%0.43%0.84%Q4 2013Q2 20218
AlphaCore Capital LLC 710.00%0.00%0.00%Q3 2021Q3 20238
AdvisorNet Financial, Inc 420.00%0.00%0.00%Q3 2020Q2 20238
Golden State Wealth Management, LLC 410.01%0.08%0.32%Q1 2019Q1 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.00%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.00%0.01%Q1 2019Q3 20238
Jefferies Group LLC 410.00%0.01%0.04%Q3 2014Q2 20208
Integrity Financial Corp /WA 880.02%0.04%0.04%Q4 2021Q3 20238
FDx Advisors, Inc. 610.01%0.01%0.02%Q4 2016Q1 20228
M&T BANK CORP 880.00%0.01%0.02%Q3 2014Q2 20168
Bray Capital Advisors 620.00%0.00%0.01%Q2 2015Q2 20198
Stratos Wealth Partners, LTD. 410.00%0.03%0.09%Q1 2015Q1 20218
Prospera Financial Services Inc 880.01%0.04%0.08%Q3 2020Q2 20228
MOORE CAPITAL MANAGEMENT, LP 510.01%0.18%1.06%Q1 2014Q1 20228
Clark Capital Management Group, Inc. 310.06%0.53%1.15%Q4 2013Q1 20218
NATIXIS 770.12%0.27%0.58%Q3 2016Q1 20187
SAXON INTERESTS, INC. 770.25%0.36%0.59%Q4 2021Q2 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 610.01%0.01%0.05%Q4 2016Q3 20217
Sowell Financial Services LLC 770.00%0.02%0.07%Q3 2019Q1 20217
Round Table Services, LLC 770.06%1.31%1.83%Q1 2021Q3 20227
Belpointe Asset Management LLC 520.01%0.02%0.04%Q4 2020Q1 20237
FNY Managed Accounts LLC 420.00%0.09%0.29%Q1 2015Q2 20177
J.W. COLE ADVISORS, INC. 430.02%0.12%0.21%Q3 2020Q2 20227
FLAGSHIP HARBOR ADVISORS, LLC 770.01%0.01%0.01%Q2 2018Q4 20197
D L CARLSON INVESTMENT GROUP INC 770.20%0.49%0.97%Q4 2015Q2 20177
Karp Capital Management Corp 410.02%1.55%3.60%Q4 2014Q3 20187
Tyler-Stone Wealth Management 520.10%0.11%0.12%Q4 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.09%0.17%Q2 2013Q4 20147
Weatherstone Capital Management 610.12%0.42%1.07%Q4 2013Q3 20187
Cresset Asset Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
RAY GERALD L & ASSOCIATES LTD 770.04%0.07%0.10%Q4 2014Q2 20167
REGIONS FINANCIAL CORP 430.00%0.00%0.00%Q4 2017Q3 20237
TOBIAS FINANCIAL ADVISORS, INC. 610.10%3.60%4.56%Q2 2020Q1 20227
Raleigh Capital Management Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
Clal Insurance Enterprises Holdings Ltd 770.03%1.37%3.40%Q4 2014Q2 20167
SHEETS SMITH WEALTH MANAGEMENT 770.05%0.06%0.06%Q4 2016Q2 20187
LEUTHOLD GROUP, LLC 770.05%0.11%0.25%Q1 2022Q3 20237
BOYS ARNOLD & CO INC 770.06%0.12%0.16%Q2 2013Q4 20147
Apeiron RIA LLC 520.08%0.11%0.16%Q4 2021Q3 20237
ENTERPRISE FINANCIAL SERVICES CORP 610.00%0.01%0.01%Q4 2018Q2 20217
ASSETMARK, INC 320.00%0.15%0.69%Q4 2015Q4 20217
Strategic Blueprint, LLC 610.02%0.06%0.07%Q2 2021Q3 20237
Pettinga Financial Advisors LLC 520.06%0.39%1.15%Q4 2018Q3 20217
Snowden Capital Advisors LLC 520.10%0.16%0.19%Q2 2020Q1 20227
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
Financial Gravity Asset Management, Inc. 310.02%0.06%0.24%Q1 2018Q2 20236
WOLFF WIESE MAGANA LLC 660.06%0.07%0.07%Q4 2020Q1 20226
BECK CAPITAL MANAGEMENT, LLC 510.08%0.34%1.60%Q3 2018Q1 20226
Atria Investments, Inc 410.02%0.03%0.04%Q4 2017Q4 20216
Clear Perspective Advisors, LLC 660.02%0.03%0.04%Q4 2016Q1 20186
DAVENPORT & Co LLC 410.00%0.02%0.08%Q2 2013Q2 20216
Quad-Cities Investment Group, LLC 660.05%0.07%0.09%Q2 2018Q3 20196
RiverFront Investment Group, LLC 420.10%0.97%1.97%Q3 2010Q4 20146
Willingdon Wealth Management 660.00%0.01%0.01%Q3 2017Q4 20186
MCDANIEL TERRY & CO 660.03%0.03%0.04%Q3 2020Q4 20216
COMERICA SECURITIES INC 510.22%0.27%0.34%Q4 2013Q4 20166
WealthPLAN Partners, LLC 210.00%0.24%1.13%Q1 2015Q1 20176
Pflug Koory, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Financial Insights, Inc. 660.16%0.19%0.21%Q4 2020Q1 20226
COLUMBIA CAPITAL LLC 660.13%0.81%1.21%Q3 2013Q4 20146
TD Waterhouse Canada Inc. 510.00%0.00%0.00%Q4 2021Q3 20236
FundX Investment Group, LLC 310.16%2.27%3.33%Q4 2013Q1 20176
SCOPUS ASSET MANAGEMENT, L.P. 210.36%0.83%1.52%Q2 2016Q4 20216
PEAK6 Group LLC 310.00%0.00%0.01%Q2 2014Q4 20156
Edge Wealth Management LLC 660.01%0.01%0.01%Q2 2016Q3 20176
MATRIX PRIVATE CAPITAL GROUP LLC 660.05%0.08%0.13%Q1 2021Q2 20226
Qube Research & Technologies Ltd 210.00%0.03%0.08%Q2 2021Q3 20236
High Falls Advisors, Inc 310.20%0.24%0.27%Q4 2016Q2 20216
BANK OF NOVA SCOTIA 310.09%0.25%0.40%Q4 2014Q4 20186
TRANSCEND CAPITAL ADVISORS, LLC 660.11%0.13%0.18%Q4 2020Q1 20226
Regal Investment Advisors LLC 410.00%0.02%0.05%Q4 2013Q3 20156
MinichMacGregor Wealth Management, LLC 410.00%2.38%3.75%Q4 2016Q4 20226
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
PATRON PARTNERS, LLC 660.26%0.27%0.31%Q4 2020Q1 20226
TUDOR INVESTMENT CORP ET AL 660.01%0.02%0.05%Q4 2021Q1 20236
SPC Financial, Inc. 510.27%0.97%1.54%Q1 2014Q1 20206
Kovack Advisors, Inc. 510.08%0.14%0.41%Q1 2016Q3 20236
Intrepid Financial Planning Group LLC 660.24%0.24%0.25%Q2 2022Q3 20236
Verition Fund Management LLC 210.01%0.08%0.17%Q2 2013Q1 20206
Advocacy Wealth Management Services, LLC 660.00%0.92%1.68%Q1 2021Q2 20226
UBS AG 660.01%0.02%0.02%Q2 2013Q3 20146
Lehman & Derafelo Financial Resources LLC 660.01%0.01%0.01%Q4 2018Q1 20206
RPg Family Wealth Advisory, LLC 510.10%0.17%0.27%Q4 2020Q2 20226
HERSHEY TRUST CO 660.06%0.15%0.19%Q1 2021Q2 20226
Crescent Capital Consulting, LLC 550.04%0.05%0.06%Q4 2020Q4 20215
Placemark Investments, Inc. 410.02%0.03%0.04%Q3 2013Q4 20145
IFC Holdings Incorporated/FL 550.02%0.38%0.71%Q4 2016Q4 20175
Winch Advisory Services, LLC 550.58%1.85%5.66%Q1 2014Q1 20155
StoneX Group Inc. 410.05%0.16%0.58%Q4 2019Q2 20215
Country Club Trust Company, n.a. 210.04%0.04%0.05%Q4 2014Q3 20175
TRUE Private Wealth Advisors 310.00%0.00%0.00%Q3 2018Q2 20205
American Financial Network Advisory Services LLC 550.09%0.11%0.14%Q3 2017Q3 20185
Cornerstone Financial Partners, LLC 550.10%0.13%0.17%Q4 2016Q4 20175
Verity Asset Management, Inc. 311.03%1.54%1.97%Q4 2014Q3 20165
Arkadios Wealth Advisors 550.01%0.01%0.03%Q3 2020Q3 20215
FIRSTMERIT BANK N A TRUSTEE 550.02%0.02%0.02%Q2 2014Q2 20155
Krilogy Financial LLC 410.00%0.00%0.00%Q2 2017Q3 20185
MONEY CONCEPTS CAPITAL CORP 550.00%0.00%0.00%Q4 2021Q4 20225
BlackRock Inc. 110.00%0.00%0.00%Q4 2013Q3 20235
K2 PRINCIPAL FUND, L.P. 410.05%0.09%0.19%Q2 2018Q3 20195
Marks Wealth, LLC 324.52%5.52%7.23%Q4 2020Q1 20225
Wilmington Trust, National Association 550.09%0.10%0.10%Q2 2013Q2 20145
Belmont Global Advisors, Inc. 550.21%0.41%0.89%Q1 2014Q1 20155
Gupta Wealth Management LLC 550.00%0.00%0.02%Q1 2015Q1 20165
Financial Sense Advisors, Inc. 210.19%0.36%0.61%Q4 2014Q4 20205
Merit Financial Group, LLC 320.01%0.02%0.02%Q2 2022Q3 20235
Prestige Wealth Management Group LLC 320.01%0.01%0.04%Q4 2020Q1 20225
HARBOR INVESTMENT ADVISORY, LLC 320.00%0.00%0.00%Q4 2019Q3 20215
Loveless Wealth Management LLC 550.21%0.23%0.24%Q2 2021Q2 20225
REILLY FINANCIAL ADVISORS, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
D. E. Shaw & Co., Inc. 110.00%0.01%0.03%Q3 2015Q1 20235
Gainplan LLC 550.17%0.25%0.32%Q1 2021Q1 20225
Lenox Wealth Management, Inc. 550.00%0.03%0.06%Q2 2017Q2 20185
Leisure Capital Management 440.11%0.12%0.14%Q1 2021Q4 20214
EP Wealth Advisors, LLC 110.00%0.02%0.06%Q3 2015Q3 20234
HOWE & RUSLING INC 310.00%0.01%0.02%Q1 2018Q3 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
CORBETT ROAD CAPITAL MANAGEMENT, LLC 310.34%0.46%0.73%Q4 2019Q1 20214
Certified Advisory Corp 440.00%0.00%0.01%Q1 2019Q4 20194
BB&T SECURITIES, LLC 440.03%0.06%0.08%Q1 2014Q4 20144
Beech Hill Advisors, Inc. 440.31%0.32%0.33%Q2 2013Q1 20144
Well Done, LLC 440.19%0.28%0.36%Q3 2020Q2 20214
WealthShield Partners, LLC 310.01%0.27%1.05%Q4 2020Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Global Financial Private Capital, Inc 440.00%0.00%0.00%Q2 2019Q1 20204
PRINCETON CAPITAL MANAGEMENT LLC 440.07%0.07%0.08%Q2 2021Q1 20224
BRINKER CAPITAL INC 440.06%0.07%0.07%Q2 2014Q1 20154
Voya Financial Advisors, Inc. 110.01%0.01%0.02%Q4 2016Q1 20214
Paragon Wealth Strategies, LLC 443.95%4.14%4.34%Q3 2020Q2 20214
Beacon Capital Management, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Raab & Moskowitz Asset Management LLC 440.07%0.08%0.08%Q2 2021Q1 20224
MIRABELLA FINANCIAL SERVICES LLP 210.10%0.39%0.64%Q3 2021Q1 20234
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q1 2019Q1 20214
GREENWOOD CAPITAL ASSOCIATES LLC 220.11%0.26%0.40%Q3 2013Q3 20204
SPROTT INC. 310.01%0.02%0.02%Q2 2014Q3 20154
CADINHA & CO LLC 440.10%0.52%1.75%Q4 2017Q3 20184
Freedom Investment Management, Inc. 110.02%0.22%0.38%Q4 2017Q2 20234
Hilltop Holdings Inc. 440.16%0.40%0.96%Q3 2020Q2 20214
IHT Wealth Management, LLC 440.01%0.02%0.03%Q2 2017Q1 20184
Massachusetts Wealth Management 440.45%0.48%0.51%Q4 2022Q3 20234
Regency Capital Management Inc.\DE 440.00%0.00%0.01%Q1 2021Q4 20214
B. Riley Wealth Management, Inc. 220.00%0.01%0.02%Q1 2014Q2 20154
PHYSICIANS FINANCIAL SERVICES, INC. 310.03%0.03%0.03%Q4 2015Q4 20164
SRS Capital Advisors, Inc. 310.00%0.00%0.01%Q4 2016Q3 20214
Partnervest Advisory Services LLC 440.07%0.21%0.31%Q1 2014Q4 20144
Clarity Financial LLC 440.50%0.78%1.02%Q4 2020Q3 20214
Trilogy Capital Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.03%0.04%0.04%Q4 2022Q3 20234
CUE ADVISORY SERVICES, INC. 440.42%0.43%0.44%Q3 2017Q2 20184
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.10%0.11%0.12%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.02%0.02%0.02%Q4 2020Q3 20214
ALBION FINANCIAL GROUP /UT 440.24%0.27%0.29%Q3 2014Q2 20154
Interchange Capital Partners, LLC 220.27%0.31%0.36%Q4 2020Q1 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2009Q4 20174
Koshinski Asset Management, Inc. 310.00%0.01%0.04%Q1 2021Q1 20224
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Phoenix Holdings Ltd. 310.01%0.04%0.14%Q1 2021Q1 20224
Private Advisory Group LLC 440.20%0.40%0.65%Q4 2016Q3 20174
Csenge Advisory Group 210.03%0.07%0.09%Q3 2020Q4 20214
Davis Investment Partners, LLC 440.18%0.18%0.19%Q4 2022Q3 20234
ROCKLAND TRUST CO 440.04%0.16%0.42%Q3 2015Q2 20164
Key FInancial Inc 440.00%0.00%0.00%Q1 2022Q4 20224
Atria Wealth Solutions, Inc. 440.01%0.01%0.02%Q1 2022Q4 20224
Milestone Advisory Partners 210.15%0.91%1.32%Q4 2017Q3 20183
Regent Investment Management LLC 110.21%0.28%0.32%Q2 2013Q4 20143
Polar Asset Management Partners Inc. 110.10%0.20%0.30%Q4 2015Q1 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Camarda Financial Advisors, LLC 210.02%0.04%0.06%Q2 2014Q1 20153
SFMG, LLC 334.78%4.95%5.05%Q4 2016Q2 20173
BENJAMIN EDWARDS INC 330.00%0.00%0.00%Q2 2022Q4 20223
NATIONAL PLANNING CORP 210.01%0.02%0.03%Q4 2014Q3 20173
Arlington Capital Management, Inc. 339.26%9.83%10.74%Q4 2014Q2 20153
ARS Wealth Advisors, LLC 330.32%0.47%0.55%Q2 2017Q4 20173
Geneva Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Graticule Asia Macro Advisors LLC 110.06%0.13%0.24%Q2 2015Q2 20193
WEALTHSOURCE PARTNERS, LLC 110.03%0.05%0.10%Q2 2019Q2 20203
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 210.01%0.01%0.01%Q2 2015Q1 20163
ING GROEP NV 330.01%0.02%0.05%Q4 2014Q2 20153
Acorn Wealth Advisors, LLC 330.05%0.06%0.06%Q4 2017Q2 20183
Semmax Financial Advisors Inc. 330.00%0.02%0.04%Q4 2018Q2 20193
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bay Harbor Wealth Management, LLC 210.00%0.00%0.01%Q4 2018Q1 20203
Janney Capital Management LLC 330.05%0.08%0.10%Q3 2014Q1 20153
RAYMOND JAMES TRUST N.A. 210.01%0.02%0.03%Q2 2014Q3 20203
Rehmann Capital Advisory Group 110.00%0.03%0.08%Q2 2011Q2 20193
BALYASNY ASSET MANAGEMENT L.P. 210.02%0.03%0.05%Q2 2013Q2 20223
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Mirae Asset Global Investments Co., Ltd. 210.00%0.01%0.02%Q4 2020Q3 20213
J. Goldman & Co LP 110.06%0.08%0.12%Q2 2015Q4 20223
Fisher Asset Management, LLC 330.03%0.05%0.06%Q1 2023Q3 20233
Quantitative Advantage, LLC 332.01%2.32%2.74%Q2 2013Q4 20133
Mirador Capital Partners LP 330.93%1.28%1.90%Q2 2016Q4 20163
FIL Ltd 330.00%0.00%0.01%Q2 2022Q4 20223
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q3 2021Q1 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 334.28%4.45%4.64%Q2 2021Q4 20213
Dynamic Advisor Solutions LLC 210.07%0.56%0.89%Q3 2020Q2 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q3 2013Q1 20143
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
MID CONTINENT CAPITAL LLC/IL 330.08%0.08%0.08%Q2 2014Q4 20143
Joseph P. Lucia & Associates, LLC 330.00%0.01%0.01%Q1 2019Q3 20193
First Heartland Consultants, Inc. 330.07%0.11%0.14%Q4 2014Q2 20153
COMMERCE BANK 210.00%0.00%0.01%Q1 2015Q3 20183
Baker Avenue Asset Management, LP 330.08%0.19%0.41%Q1 2014Q3 20143
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
NOMURA ASSET MANAGEMENT CO LTD 210.00%0.00%0.00%Q2 2020Q2 20233
ALLSTATE CORP 330.36%0.41%0.46%Q1 2022Q3 20223
Point72 Asset Management, L.P. 110.01%0.06%0.11%Q1 2015Q2 20233
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q1 2022Q3 20223
Capital Wealth Planning, LLC 330.02%0.03%0.05%Q4 2021Q2 20223
Syntal Capital Partners, LLC 210.09%0.13%0.18%Q1 2014Q3 20193
FormulaFolio Investments, LLC 330.00%0.02%0.06%Q4 2020Q2 20213
Blue Trust, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
QCM Cayman, Ltd. 330.28%0.49%0.76%Q3 2020Q1 20213
Avior Wealth Management, LLC 210.00%0.00%0.00%Q1 2015Q3 20233
GLG Partners LP 210.01%0.17%0.26%Q2 2013Q2 20163
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2021Q2 20223
QCI ASSET MANAGEMENT INC/NY 330.00%0.00%0.00%Q4 2014Q2 20153
DB Wealth Management Group, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Red Door Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q2 20213
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GSA CAPITAL PARTNERS LLP 330.02%0.15%0.30%Q1 2023Q3 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.09%0.18%Q3 2013Q2 20183
Harbour Capital Advisors, LLC 210.00%0.13%0.21%Q1 2015Q1 20173
Q3 Asset Management 113.90%4.78%6.29%Q4 2017Q3 20203
CenterStar Asset Management, LLC 220.00%0.01%0.02%Q3 2019Q4 20193
WHITTIER TRUST CO 330.00%0.00%0.00%Q2 2013Q4 20133
CALTON & ASSOCIATES, INC. 330.05%0.10%0.13%Q3 2019Q1 20203
Carnegie Capital Asset Management, LLC 210.02%0.02%0.02%Q2 2018Q1 20193
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20233
Aspire Private Capital, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
Waverly Advisors, LLC 330.01%0.01%0.02%Q2 2014Q4 20143
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
SUMIT CAPITAL, LLC 220.62%0.80%0.98%Q4 2013Q1 20142
Accel Wealth Management 220.02%0.05%0.08%Q2 2021Q3 20212
PEAPACK GLADSTONE FINANCIAL CORP 220.00%0.00%0.00%Q3 2022Q4 20222
St. Johns Investment Management Company, LLC 110.01%0.02%0.04%Q2 2018Q4 20212
HAP Trading, LLC 110.01%0.09%0.16%Q2 2013Q2 20132
Greystone Financial Group, LLC 220.29%0.33%0.36%Q4 2021Q1 20222
MGO Private Wealth, LLC 110.16%0.16%0.16%Q3 2022Q1 20232
Ergoteles LLC 220.03%0.03%0.03%Q2 2022Q3 20222
NORTHERN TRUST CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Founders Capital Management 220.00%0.00%0.00%Q3 2023Q4 20232
AllSquare Wealth Management LLC 220.01%0.01%0.02%Q1 2021Q2 20212
FLPUTNAM INVESTMENT MANAGEMENT CO 220.12%0.12%0.12%Q4 2014Q1 20152
SONATA CAPITAL GROUP INC 220.34%0.37%0.40%Q4 2014Q1 20152
Dakota Wealth Management 220.02%0.02%0.02%Q3 2022Q4 20222
Ranch Capital Advisors Inc. 220.16%0.17%0.19%Q4 2021Q1 20222
Schonfeld Strategic Advisors LLC 220.08%0.09%0.10%Q2 2022Q3 20222
Rikoon Group, LLC 220.10%0.12%0.14%Q4 2020Q1 20212
Cornerstone Wealth Management, LLC 220.00%0.00%0.01%Q2 2018Q3 20182
CLEAR STREET MARKETS LLC 110.05%0.10%0.16%Q1 2016Q2 20172
BECK MACK & OLIVER LLC 220.01%0.01%0.01%Q4 2014Q1 20152
Cinctive Capital Management LP 110.44%0.44%0.44%Q1 2022Q1 20222
RWA WEALTH PARTNERS, LLC 220.56%0.57%0.58%Q1 2017Q2 20172
CREDIT AGRICOLE S A 220.00%0.00%0.00%Q4 2014Q1 20152
West Coast Financial LLC 220.04%0.04%0.04%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 220.04%0.08%0.12%Q3 2017Q4 20172
Allegis Investment Advisors, LLC 110.02%0.10%0.18%Q4 2015Q3 20172
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Harel Insurance Investments & Financial Services Ltd. 220.01%0.01%0.01%Q1 2017Q2 20172
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q4 2021Q1 20222
Symmetry Investments LP 221.02%1.29%1.57%Q4 2022Q1 20232
GLENMEDE TRUST CO NA 220.00%0.00%0.01%Q3 2015Q4 20152
Gradient Investments LLC 110.00%0.00%0.00%Q2 2015Q2 20212
Mader & Shannon Wealth Management, Inc. 111.75%3.48%5.21%Q1 2015Q3 20182
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2014Q3 20152
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 225.16%5.38%5.60%Q3 2014Q4 20142
ICICI Prudential Asset Management Co Ltd 110.03%0.11%0.18%Q2 2022Q3 20232
FIRST NEW YORK SECURITIES LLC /NY 220.00%0.02%0.05%Q2 2014Q3 20142
Financial Gravity Companies, Inc. 220.02%0.02%0.02%Q4 2017Q1 20182
Newbridge Financial Services Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
ExodusPoint Capital Management, LP 110.01%0.02%0.04%Q2 2021Q1 20222
Cerity Partners LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Mason & Associates Inc 220.12%0.17%0.21%Q4 2021Q1 20222
FIFTH LANE CAPITAL, LP 110.22%0.28%0.33%Q2 2022Q4 20222
RB Capital Management, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Hefty Wealth Partners 110.04%0.05%0.05%Q1 2016Q4 20162
Banco Santander, S.A. 220.03%0.07%0.11%Q2 2020Q3 20202
Capital Planning Advisors, LLC 220.09%0.10%0.10%Q1 2017Q2 20172
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2015Q4 20152
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
QP WEALTH MANAGEMENT, LLC 111.24%1.47%1.70%Q4 2021Q4 20222
KMS FINANCIAL SERVICES, INC 220.09%0.09%0.09%Q2 2014Q3 20142
BUCKINGHAM CAPITAL MANAGEMENT INC 222.08%2.12%2.16%Q2 2019Q3 20192
Claraphi Advisory Network, LLC 110.00%0.01%0.01%Q3 2019Q1 20202
PRW Wealth Management LLC 110.03%0.06%0.09%Q4 2018Q2 20212
FinTrust Capital Advisors, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Y-Intercept (Hong Kong) Ltd 110.04%0.06%0.08%Q1 2021Q3 20232
USCA RIA LLC 110.03%0.11%0.20%Q4 2014Q2 20212
Dorsey Wright & Associates 110.01%0.05%0.09%Q2 2013Q4 20142
TELEMUS CAPITAL, LLC 110.06%0.11%0.15%Q4 2021Q2 20222
Pinz Capital Management, LP 110.39%0.69%0.99%Q4 2021Q2 20222
GLG INC. 220.06%0.12%0.17%Q2 2013Q3 20132
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.04%0.06%0.07%Q1 2021Q2 20212
Stratos Wealth Advisors, LLC 110.01%0.02%0.03%Q1 2020Q2 20212
AVALON CAPITAL MANAGEMENT 220.60%1.01%1.42%Q4 2016Q1 20172
Visionary Asset Management, Inc. 220.11%0.11%0.11%Q2 2017Q3 20172
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.03%0.06%Q2 2014Q2 20142
Stanford Investment Group, Inc. 220.17%0.17%0.18%Q4 2014Q1 20152
Argentus Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Belvedere Trading LLC 110.01%0.01%0.01%Q4 2022Q4 20222
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Eudaimonia Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Blue Chip Partners, LLC 110.01%0.03%0.04%Q4 2022Q2 20232
Independence Advisors, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Friedenthal Financial 226.24%6.36%6.47%Q2 2014Q3 20142
Segantii Capital Management Ltd 220.14%0.18%0.22%Q4 2016Q1 20172
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
PACIFIC FINANCIAL GROUP INC 221.76%2.99%4.21%Q4 2014Q1 20152
Graham Capital Management, L.P. 110.27%0.29%0.31%Q2 2022Q4 20222
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MISSION WEALTH MANAGEMENT, LP 220.01%0.01%0.01%Q4 2021Q1 20222
FourThought Financial, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Outlook Wealth Advisors, LLC 220.06%0.07%0.07%Q3 2021Q4 20212
FOUNDERS FINANCIAL SECURITIES LLC 110.42%1.22%2.02%Q1 2014Q3 20232
TD ASSET MANAGEMENT INC 220.03%0.03%0.03%Q2 2020Q3 20202
SANDLER CAPITAL MANAGEMENT 111.42%1.53%1.64%Q1 2014Q3 20172
Robinson Value Management, Ltd. 220.26%0.30%0.33%Q1 2017Q2 20172
Camelot Portfolios, LLC 220.39%0.41%0.43%Q4 2021Q1 20222
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q1 20222
Telos Capital Management, Inc. 220.55%0.56%0.58%Q2 2018Q3 20182
BARNES PETTEY FINANCIAL ADVISORS, LLC 110.30%0.30%0.30%Q1 2022Q3 20222
Integrated Wealth Management 220.00%0.01%0.01%Q4 2015Q1 20162
Renaissance Technologies 110.00%0.00%0.00%Q4 2021Q2 20222
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2016Q2 20182
Investors Capital Advisory Services 220.04%0.04%0.04%Q4 2014Q1 20152
Vestmark Advisory Solutions, Inc. 220.02%0.02%0.02%Q4 2021Q1 20222
Centerpoint Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
FineMark National Bank & Trust 220.00%0.00%0.00%Q4 2013Q1 20142
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2020Q3 20232
BOSTON ADVISORS LLC 220.02%0.02%0.02%Q4 2014Q1 20152
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2013Q1 20222
Econ Financial Services Corp 110.01%0.01%0.01%Q4 2021Q4 20211
DIMENSION CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q2 2019Q2 20191
Vontobel Holding Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Carmichael Hill & Associates, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Kingfisher Capital LLC 110.95%0.95%0.95%Q1 2014Q1 20141
Permit Capital Advisors, LLC 110.34%0.34%0.34%Q1 2022Q1 20221
WealthOne, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.07%0.07%0.07%Q4 2019Q4 20191
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Columbus Macro, LLC 110.29%0.29%0.29%Q4 2020Q4 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2015Q1 20151
ADVISOR PARTNERS LLC 110.03%0.03%0.03%Q3 2018Q3 20181
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
TRUEWEALTH LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Westside Investment Management, Inc. 110.06%0.06%0.06%Q4 2016Q4 20161
Financial Services Advisory Inc 115.68%5.68%5.68%Q4 2017Q4 20171
FSC Wealth Advisors, LLC 115.32%5.32%5.32%Q1 2022Q1 20221
Braun-Bostich & Associates Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
ALERUS FINANCIAL NA 110.24%0.24%0.24%Q4 2017Q4 20171
Delta Investment Management, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
RFG Advisory, LLC 110.58%0.58%0.58%Q2 2015Q2 20151
IRON Financial LLC 112.75%2.75%2.75%Q1 2015Q1 20151
Tatro Capital, LLC 110.28%0.28%0.28%Q1 2020Q1 20201
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q2 2021Q2 20211
WEBSTER BANK, N. A. 110.01%0.01%0.01%Q4 2016Q4 20161
Coe Capital Management, LLC 111.07%1.07%1.07%Q4 2015Q4 20151
Global Trust Asset Management, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
V Wealth Advisors LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Vollero Beach Capital Partners LLC 110.54%0.54%0.54%Q1 2015Q1 20151
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
HBW ADVISORY SERVICES LLC 110.25%0.25%0.25%Q3 2020Q3 20201
Jackson Wealth Management, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
Weiss Asset Management LP 111.00%1.00%1.00%Q4 2013Q4 20131
SG3 Management, LLC 112.55%2.55%2.55%Q2 2019Q2 20191
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2022Q1 20221
Haverford Trust Co 110.54%0.54%0.54%Q4 2019Q4 20191
EXANE DERIVATIVES 110.02%0.02%0.02%Q1 2015Q1 20151
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Caption Management, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Zimmer Partners, LP 110.44%0.44%0.44%Q2 2020Q2 20201
Columbus Hill Capital Management, L.P. 1111.34%11.34%11.34%Q2 2014Q2 20141
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Bison Wealth, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Leonetti & Associates, LLC 112.92%2.92%2.92%Q4 2016Q4 20161
F3Logic, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CAXTON ASSOCIATES LP 110.01%0.01%0.01%Q1 2017Q1 20171
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Nalls Sherbakoff Group, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Alpine Global Management, LLC 110.09%0.09%0.09%Q3 2017Q3 20171
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
HIGHLAND CAPITAL MANAGEMENT LP 110.02%0.02%0.02%Q2 2013Q2 20131
NEWLAND CAPITAL MANAGEMENT, LLC 117.48%7.48%7.48%Q2 2013Q2 20131
NEVILLE RODIE & SHAW INC 110.18%0.18%0.18%Q3 2018Q3 20181
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Nuveen Asset Management, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Beaumont Financial Partners, LLC 112.07%2.07%2.07%Q3 2013Q3 20131
United Asset Strategies, Inc. 110.20%0.20%0.20%Q4 2014Q4 20141
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q4 2014Q4 20141
Sargent Bickham Lagudis LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
LVW Advisors, LLC 110.30%0.30%0.30%Q1 2015Q1 20151
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q2 2016Q2 20161
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q4 2017Q4 20171
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q3 2023Q3 20231
Catamount Wealth Management 110.04%0.04%0.04%Q4 2014Q4 20141
BAIRD ROBERT W & CO INC /WI/ 110.02%0.02%0.02%Q4 2014Q4 20141
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Integrated Investment Consultants, LLC 110.33%0.33%0.33%Q4 2015Q4 20151
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WESBANCO BANK INC 110.03%0.03%0.03%Q3 2017Q3 20171
EnTrustPermal Management LLC 112.07%2.07%2.07%Q3 2014Q3 20141
LAZARD ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Jaffetilchin Investment Partners, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
PATTON ALBERTSON MILLER GROUP, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Hedeker Wealth, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Vanguard Capital Wealth Advisors 110.96%0.96%0.96%Q4 2018Q4 20181
Apriem Advisors 110.01%0.01%0.01%Q4 2016Q4 20161
Allianz Asset Management GmbH 110.01%0.01%0.01%Q4 2019Q4 20191
First Command Bank 110.01%0.01%0.01%Q1 2018Q1 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2016Q1 20161
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SFI Advisors, LLC 110.26%0.26%0.26%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Montecito Bank & Trust 110.10%0.10%0.10%Q3 2018Q3 20181
RATIONAL ADVISORS LLC 110.09%0.09%0.09%Q2 2011Q2 20111
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
NewEdge Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
COOKSON PEIRCE & CO INC 110.09%0.09%0.09%Q1 2017Q1 20171
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
GoldenTree Asset Management 111.06%1.06%1.06%Q2 2013Q2 20131
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
WealthTrust Fairport, LLC 110.07%0.07%0.07%Q1 2015Q1 20151
STATE STREET CORP 110.00%0.00%0.00%Q4 2013Q4 20131
Financial Management Professionals, Inc. 110.28%0.28%0.28%Q4 2020Q4 20201
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q4 2015Q4 20151
PRENTISS SMITH & CO INC 110.01%0.01%0.01%Q2 2013Q2 20131
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q2 2013Q2 20131
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2018Q2 20181
S. R. Schill & Associates 110.53%0.53%0.53%Q4 2019Q4 20191
Almanack Investment Partners, LLC. 110.18%0.18%0.18%Q2 2018Q2 20181
Biondo Investment Advisors, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
KCL Capital, L.P. 1124.80%24.80%24.80%Q4 2018Q4 20181
GUGGENHEIM CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.01%0.01%0.01%Q3 2017Q3 20171
Mawer Investment Management Ltd. 110.01%0.01%0.01%Q4 2019Q4 20191
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q2 2017Q2 20171
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2021Q3 20211
Pekin Hardy Strauss, Inc. 110.37%0.37%0.37%Q4 2014Q4 20141
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q4 2014Q4 20141
Laurel Wealth Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
SEAVIEW INVESTMENT MANAGERS LLC 110.22%0.22%0.22%Q2 2021Q2 20211
Acorn Advisory Capital L.P. 112.42%2.42%2.42%Q3 2019Q3 20191
Cox Capital Mgt LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.02%0.02%0.02%Q2 2016Q2 20161
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Price Capital Management, Inc. 111.12%1.12%1.12%Q4 2017Q4 20171
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Aveo Capital Partners, LLC 110.34%0.34%0.34%Q4 2016Q4 20161
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.03%0.03%0.03%Q4 2015Q4 20151
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
All Season Financial Advisors, Inc. 110.27%0.27%0.27%Q4 2021Q4 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Heard Capital LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Pine River Capital Management L.P. 110.10%0.10%0.10%Q1 2015Q1 20151
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q2 2013Q2 20131
Braver Wealth Management, LLC 110.68%0.68%0.68%Q4 2016Q4 20161
INTEGRAL DERIVATIVES, LLC 110.03%0.03%0.03%Q4 2014Q4 20141
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Virtus ETF Advisers LLC 110.36%0.36%0.36%Q4 2016Q4 20161
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
First Capital Advisors Group, LLC. 110.07%0.07%0.07%Q1 2018Q1 20181
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2022Q1 20221
Vestpro Financial Partners, Inc. dba CPF Texas 110.16%0.16%0.16%Q3 2018Q3 20181
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Potomac Capital Management, Inc. 111.23%1.23%1.23%Q4 2013Q4 20131
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 111.02%1.02%1.02%Q4 2014Q4 20141
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Harvey Partners, LLC 113.03%3.03%3.03%Q2 2018Q2 20181
Howard Capital Management Inc. 110.25%0.25%0.25%Q1 2019Q1 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tuttle Capital Management, LLC 111.21%1.21%1.21%Q4 2016Q4 20161
Portfolio Strategies Inc 110.13%0.13%0.13%Q4 2017Q4 20171
NCM Capital Management, LLC 110.35%0.35%0.35%Q1 2022Q1 20221
TIGER MANAGEMENT L.L.C. 110.15%0.15%0.15%Q3 2018Q3 20181
MENORA MIVTACHIM HOLDINGS LTD. 110.54%0.54%0.54%Q3 2023Q3 20231
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2015Q4 20151
TOEWS CORP /ADV 114.01%4.01%4.01%Q4 2014Q4 20141
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.01%0.01%0.01%Q1 2016Q1 20161
Western Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Balentine LLC 110.00%0.00%0.00%Q2 2015Q2 20151
PVG ASSET MANAGEMENT CORP 110.74%0.74%0.74%Q3 2018Q3 20181
SOCIETE GENERALE 110.13%0.13%0.13%Q2 2016Q2 20161
Stone Toro Investment Advisers, LP 110.34%0.34%0.34%Q1 2014Q1 20141
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Strategic Asset Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Horizon Investments, LLC 113.09%3.09%3.09%Q1 2014Q1 20141
Lomas Capital Management, LLC 110.86%0.86%0.86%Q1 2016Q1 20161
LUMINUS MANAGEMENT LLC 110.68%0.68%0.68%Q2 2014Q2 20141
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Nemes Rush Group LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Thiel Macro LLC 119.93%9.93%9.93%Q2 2019Q2 20191
Zweig-DiMenna Associates LLC 111.28%1.28%1.28%Q2 2014Q2 20141
Balter Liquid Alternatives, LLC 110.07%0.07%0.07%Q2 2018Q2 20181
External links

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