ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q2 2013Q3 202359
Veritable, L.P. 43430.01%0.31%1.15%Q4 2012Q2 202343
Destination Wealth Management 43430.21%0.40%0.76%Q1 2013Q3 202343
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.07%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
AlphaMark Advisors, LLC 42420.00%0.06%0.12%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.00%0.01%0.06%Q3 2013Q3 202341
North Star Investment Management Corp. 24170.01%0.11%0.44%Q2 2013Q3 202341
MERIDIAN INVESTMENT COUNSEL INC. 40400.16%0.28%0.53%Q4 2013Q3 202340
JANE STREET GROUP, LLC 2070.00%0.01%0.04%Q1 2014Q3 202339
BlackRock Inc. 21160.00%0.00%0.00%Q2 2013Q3 202337
Family Firm, Inc. 36360.10%0.15%0.24%Q4 2014Q3 202336
CITIGROUP INC 3420.00%0.00%0.00%Q2 2013Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.00%0.00%0.01%Q2 2013Q1 202236
Raymond James Financial Services Advisors, Inc. 1710.00%0.01%0.08%Q2 2013Q3 202334
Sandy Spring Bank 3120.00%0.06%0.23%Q2 2013Q3 202133
D L CARLSON INVESTMENT GROUP INC 33330.04%0.28%0.79%Q3 2013Q3 202133
THRIVENT FINANCIAL FOR LUTHERANS 19130.00%0.00%0.00%Q3 2014Q3 202332
BANK OF MONTREAL /CAN/ 1410.00%0.00%0.00%Q2 2013Q3 202330
ENVESTNET ASSET MANAGEMENT INC 2230.00%0.00%0.02%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
BESSEMER GROUP INC 1530.00%0.00%0.01%Q4 2013Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
Anchor Investment Management, LLC 27270.00%0.00%0.00%Q1 2016Q3 202227
Cambridge Investment Research Advisors, Inc. 1510.00%0.01%0.01%Q2 2013Q2 202327
REILLY FINANCIAL ADVISORS, LLC 27270.00%0.00%0.00%Q2 2015Q4 202127
Advisory Services Network, LLC 1310.00%0.01%0.20%Q4 2013Q2 202125
Citadel Advisors 810.00%0.00%0.01%Q1 2014Q2 202325
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q4 202224
Front Row Advisors LLC 24240.00%0.03%0.05%Q4 2017Q3 202324
SCHRODER INVESTMENT MANAGEMENT GROUP 23230.00%0.00%0.00%Q3 2014Q1 202023
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Slow Capital, Inc. 1940.07%0.38%0.72%Q4 2017Q3 202323
FIL Ltd 23230.00%0.00%0.00%Q3 2016Q1 202223
CENTRAL TRUST Co 22220.02%0.02%0.03%Q2 2013Q3 201822
PRENTISS SMITH & CO INC 22220.01%0.03%0.05%Q2 2013Q3 201822
Telos Capital Management, Inc. 22220.16%0.21%0.40%Q2 2013Q3 201822
Baker Ellis Asset Management LLC 22220.11%0.44%0.63%Q2 2013Q3 201822
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
NTV ASSET MANAGEMENT LLC 21210.06%0.12%0.18%Q2 2013Q2 201821
Camelot Portfolios, LLC 21210.09%0.25%0.42%Q2 2013Q2 201821
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
COMMONWEALTH EQUITY SERVICES, LLC 1820.00%0.00%0.00%Q4 2017Q3 202320
Carroll Financial Associates, Inc. 20200.00%0.00%0.00%Q1 2017Q4 202120
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.00%Q1 2012Q2 202219
CORRADO ADVISORS, LLC 19190.52%1.10%1.57%Q1 2019Q3 202319
Mandatum Life Insurance Co Ltd 910.02%0.04%0.08%Q4 2015Q4 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JPMORGAN CHASE & CO 910.00%0.00%0.00%Q3 2014Q3 202319
Parsec Financial Management, Inc. 19190.20%0.47%0.80%Q2 2013Q4 201719
Smith Salley Wealth Management 18180.04%0.10%0.28%Q2 2013Q3 201718
SG Americas Securities, LLC 1260.00%0.02%0.05%Q2 2013Q4 201718
Semmax Financial Advisors Inc. 1710.00%0.00%0.04%Q4 2018Q3 202318
Evanson Asset Management, LLC 18180.04%0.06%0.09%Q4 2017Q1 202218
NEXT Financial Group, Inc 610.00%0.01%0.02%Q3 2014Q4 202118
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
Money Design Co.,Ltd. 18180.02%0.12%0.22%Q2 2019Q3 202318
BerganKDV Wealth Management, LLC 18180.00%0.17%1.22%Q1 2016Q2 202018
People's United Financial, Inc. 17170.00%0.00%0.01%Q2 2013Q2 201717
D.A. DAVIDSON & CO. 17170.00%0.03%0.05%Q2 2013Q2 201717
FMR LLC 1220.00%0.00%0.00%Q3 2018Q3 202317
Pacifica Partners Inc. 17170.00%0.00%0.01%Q4 2019Q4 202317
FULTON BREAKEFIELD BROENNIMAN LLC 17170.28%0.35%0.40%Q2 2013Q2 201717
Baystate Wealth Management LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Archer Investment Corp 970.00%0.00%0.00%Q3 2019Q3 202316
DEUTSCHE BANK AG\ 910.00%0.00%0.00%Q3 2013Q3 202316
CITY HOLDING CO 16160.00%0.01%0.01%Q3 2017Q2 202116
NOMURA ASSET MANAGEMENT CO LTD 510.00%0.01%0.02%Q2 2014Q4 202015
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Newfound Research LLC 610.71%4.24%12.75%Q1 2016Q2 202015
HUNTINGTON NATIONAL BANK 1320.00%0.00%0.00%Q1 2009Q4 201315
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
First Personal Financial Services 15150.01%0.01%0.03%Q1 2015Q3 201815
WFG Advisors, LP 14140.00%0.00%0.00%Q2 2013Q3 201614
B. Riley Wealth Advisors, Inc. 14140.02%0.18%0.27%Q2 2013Q3 201614
HC Advisors, LLC 14140.88%1.48%2.20%Q2 2020Q3 202314
RAYMOND JAMES & ASSOCIATES 1020.00%0.00%0.02%Q2 2016Q3 202314
Brookstone Capital Management 520.01%0.11%0.48%Q1 2015Q4 201914
Virtu KCG Holdings LLC 860.00%0.01%0.04%Q3 2013Q1 201714
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q3 2019Q4 202214
Retirement Group, LLC 910.01%0.02%0.04%Q4 2019Q3 202314
Integrated Investment Consultants, LLC 850.16%0.34%0.86%Q4 2015Q1 201913
FINANCIAL COUNSELORS INC 13130.01%0.01%0.01%Q3 2020Q3 202313
Perigon Wealth Management, LLC 810.00%0.06%0.10%Q1 2015Q4 202013
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q1 2013Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.02%0.02%0.03%Q3 2020Q3 202313
Creative Planning 810.00%0.00%0.00%Q3 2013Q1 202213
Investors Capital Advisory Services 13130.05%0.13%0.35%Q2 2013Q2 201613
Baker Avenue Asset Management, LP 710.00%0.05%0.10%Q4 2013Q3 202312
Belpointe Asset Management LLC 660.01%0.04%0.09%Q3 2017Q3 202012
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.01%Q2 2013Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Laidlaw Wealth Management LLC 840.19%0.36%0.75%Q1 2020Q3 202312
WRAPMANAGER INC 530.08%0.38%1.07%Q1 2016Q4 201912
Integrated Wealth Concepts LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
MSI Financial Services Inc 750.00%0.00%0.01%Q4 2013Q4 201612
GLENMEDE TRUST CO NA 1020.00%0.00%0.00%Q2 2013Q1 201812
HSBC HOLDINGS PLC 610.00%0.00%0.00%Q4 2013Q4 202112
First Allied Advisory Services, Inc. 1010.00%0.18%0.38%Q2 2013Q3 201912
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.00%0.04%0.09%Q2 2013Q4 201511
AVIANCE CAPITAL MANAGEMENT, LLC 830.02%0.35%0.76%Q1 2014Q1 201911
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
TBH Global Asset Management, LLC 10100.09%0.12%0.17%Q2 2020Q3 202210
SALEM INVESTMENT COUNSELORS INC 10100.03%0.03%0.03%Q2 2013Q3 201510
First Horizon Advisors, Inc. 640.00%0.00%0.00%Q1 2021Q3 202310
OPPENHEIMER & CO INC 610.01%0.01%0.01%Q3 2014Q4 20179
ATTICUS WEALTH MANAGEMENT, LLC 990.04%0.04%0.05%Q4 2019Q4 20219
Crosspoint Capital Strategies, LLC 990.00%0.01%0.04%Q4 2013Q4 20159
QUANTUM CAPITAL MANAGEMENT 810.00%0.18%0.36%Q4 2013Q3 20209
Global Retirement Partners, LLC 630.00%0.01%0.02%Q2 2017Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.02%0.02%Q4 2019Q4 20219
Baird Financial Group, Inc. 990.00%0.00%0.01%Q3 2018Q3 20209
Cutler Group LLC / CA 310.00%0.00%0.00%Q4 2019Q3 20229
Regal Investment Advisors LLC 720.00%0.01%0.01%Q2 2013Q3 20159
Atria Investments, Inc 990.04%0.04%0.05%Q3 2014Q3 20169
Geneos Wealth Management Inc. 990.00%0.00%0.00%Q1 2016Q1 20189
NewSquare Capital LLC 990.12%0.19%0.39%Q2 2013Q2 20159
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 990.00%0.20%0.66%Q4 2017Q4 20199
FineMark National Bank & Trust 990.01%0.01%0.02%Q2 2013Q2 20159
WHITTIER TRUST CO 990.00%0.00%0.00%Q2 2015Q2 20179
AMERIPRISE FINANCIAL INC 610.00%0.00%0.00%Q2 2013Q3 20238
Ledyard National Bank 880.00%0.00%0.00%Q1 2017Q4 20188
BARING ASSET MANAGEMENT Ltd 440.03%0.10%0.37%Q4 2014Q4 20168
TOMPKINS FINANCIAL CORP 880.00%0.00%0.01%Q1 2022Q4 20238
PGIM Custom Harvest LLC 440.26%1.14%2.36%Q4 2020Q3 20238
Kore Private Wealth LLC 710.11%0.18%0.23%Q1 2020Q3 20228
First Allied Asset Management, Inc. 880.74%0.90%0.96%Q2 2013Q1 20158
AE Wealth Management LLC 510.02%0.02%0.05%Q4 2017Q3 20238
BB&T SECURITIES, LLC 880.00%0.01%0.01%Q1 2015Q4 20168
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Advisors Preferred, LLC 310.01%0.14%0.52%Q4 2013Q3 20177
STIFEL FINANCIAL CORP 610.00%0.00%0.01%Q2 2016Q4 20187
FMA ADVISORY INC 610.01%0.12%0.16%Q2 2015Q1 20197
MERITAGE PORTFOLIO MANAGEMENT 770.41%0.44%0.46%Q1 2015Q3 20167
Ironwood Financial, llc 770.00%0.00%0.00%Q1 2020Q3 20217
CAPTRUST FINANCIAL ADVISORS 610.00%0.00%0.00%Q4 2018Q2 20227
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Fisher Asset Management, LLC 610.00%0.01%0.01%Q2 2013Q3 20187
BANQUE PICTET & CIE SA 770.01%0.02%0.03%Q4 2013Q2 20157
Legacy Financial Advisors, Inc. 660.00%0.01%0.01%Q4 2017Q1 20196
Lattice Strategies LLC 660.11%0.27%0.39%Q2 2013Q3 20146
RAY GERALD L & ASSOCIATES LTD 660.04%0.04%0.04%Q2 2015Q3 20166
GREENLEAF TRUST 660.01%0.03%0.04%Q2 2017Q3 20186
RPg Family Wealth Advisory, LLC 420.01%0.01%0.01%Q3 2020Q1 20226
TCWP LLC 660.14%0.20%0.25%Q4 2021Q1 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Kestra Advisory Services, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
RAYMOND JAMES TRUST N.A. 420.02%0.02%0.03%Q4 2013Q3 20166
Lido Advisors, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
FIRST MIDWEST BANK TRUST DIVISION 660.06%0.16%0.22%Q1 2016Q2 20176
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
BARINGS LLC 660.01%0.02%0.04%Q4 2017Q1 20196
Dynamic Advisor Solutions LLC 320.08%0.13%0.17%Q1 2014Q4 20155
Vigilant Capital Management, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
TRUST CO OF VERMONT 310.00%0.00%0.00%Q2 2013Q3 20225
IFC Holdings Incorporated/FL 550.05%0.05%0.05%Q2 2013Q2 20145
GUGGENHEIM CAPITAL LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Edge Advisors, LLC 550.00%0.01%0.02%Q4 2016Q4 20175
MARSHALL WACE, LLP 550.00%0.00%0.00%Q1 2019Q1 20205
Argentus Capital Management, LLC 550.00%0.01%0.04%Q3 2015Q3 20165
Graticule Asia Macro Advisors LLC 322.37%6.14%13.59%Q3 2016Q2 20195
Sigma Planning Corp 410.03%0.04%0.04%Q4 2014Q4 20165
OPTIMUM INVESTMENT ADVISORS 410.01%0.02%0.02%Q4 2013Q1 20155
High Net Worth Advisory Group LLC 550.00%0.00%0.01%Q4 2021Q4 20225
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Global Wealth Management Investment Advisory, Inc. 550.01%0.01%0.01%Q4 2018Q4 20195
FLOW TRADERS U.S. LLC 310.00%0.03%0.05%Q4 2020Q3 20235
Global Financial Private Capital, Inc 550.00%0.00%0.00%Q2 2019Q2 20205
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q4 2018Q4 20195
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q3 2013Q3 20145
CX Institutional 550.00%0.02%0.03%Q2 2021Q2 20225
Portfolio Solutions, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Steward Partners Investment Advisory, LLC 210.00%0.00%0.01%Q4 2016Q4 20225
Kissinger Financial Services LLC 440.37%0.39%0.42%Q3 2016Q2 20174
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
ROCKLAND TRUST CO 440.19%0.22%0.30%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 210.02%0.08%0.15%Q2 2016Q1 20234
Ballew Advisors, Inc 440.02%0.31%1.20%Q4 2017Q3 20184
Clearwater Capital Advisors, LLC 440.04%0.05%0.06%Q3 2017Q2 20184
Oasis Management Co Ltd. 220.22%2.37%4.76%Q3 2016Q3 20174
Atlas Private Wealth Advisors 440.02%0.03%0.03%Q2 2020Q1 20214
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
MAI Capital Management 440.01%0.01%0.01%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 221.46%1.54%1.65%Q4 2018Q4 20194
Glassman Wealth Services 310.00%0.00%0.01%Q2 2017Q4 20214
Bradley & Co. Private Wealth Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Bank of New York Mellon Corp 440.00%0.00%0.00%Q2 2014Q1 20154
Transamerica Financial Advisors, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.01%0.02%Q4 2016Q3 20234
SIGNATUREFD, LLC 440.00%0.00%0.00%Q3 2013Q2 20144
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
SII INVESTMENTS INC/WI 440.02%0.03%0.03%Q3 2015Q2 20164
EDMOND DE ROTHSCHILD HOLDING S.A. 440.00%0.00%0.00%Q1 2016Q4 20164
BECK CAPITAL MANAGEMENT, LLC 310.06%0.14%0.18%Q4 2013Q4 20154
Squarepoint Ops LLC 220.01%0.06%0.14%Q2 2017Q3 20174
InterOcean Capital, LLC 440.11%0.12%0.12%Q3 2017Q2 20184
JAMES INVESTMENT RESEARCH INC 440.00%0.00%0.00%Q2 2013Q1 20144
AdvisorNet Financial, Inc 310.00%0.00%0.00%Q2 2018Q2 20194
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
One Charles Private Wealth Services, LLC 310.13%0.15%0.19%Q3 2022Q3 20234
Private Advisor Group, LLC 310.00%0.01%0.02%Q1 2014Q2 20204
PRUDENTIAL FINANCIAL INC 440.01%0.06%0.18%Q4 2021Q3 20224
HARBOUR INVESTMENTS, INC. 310.00%0.00%0.00%Q1 2021Q1 20234
Carmichael Hill & Associates, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
FCA CORP /TX 440.13%0.15%0.18%Q2 2013Q1 20144
Gladstone Institutional Advisory LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Placemark Investments, Inc. 310.01%0.01%0.03%Q4 2013Q4 20144
JOURNEY STRATEGIC WEALTH LLC 440.09%0.16%0.22%Q4 2022Q3 20234
ASPIRIANT HOLDINGS S3, LLC 440.08%0.09%0.10%Q2 2013Q1 20144
Kovack Advisors, Inc. 330.14%0.14%0.15%Q3 2020Q1 20213
Fiera Capital Corp 330.02%0.02%0.02%Q1 2020Q3 20203
Bay Harbor Wealth Management, LLC 210.00%0.01%0.01%Q4 2018Q1 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
High Falls Advisors, Inc 330.00%0.00%0.00%Q4 2015Q2 20163
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q2 2020Q4 20203
East Coast Asset Management, LLC. 330.01%0.02%0.02%Q4 2012Q2 20133
INVESTMENT CENTERS OF AMERICA INC 330.03%0.03%0.03%Q1 2016Q3 20163
Jane Street Holding, LLC 330.01%0.03%0.05%Q2 2013Q4 20133
FLAGSTAR ADVISORS INC 330.10%0.11%0.11%Q1 2022Q3 20223
Summit X, LLC 330.10%0.11%0.13%Q1 2023Q3 20233
Risk Paradigm Group, LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Financial Gravity Asset Management, Inc. 330.01%0.07%0.13%Q1 2019Q3 20193
Cable Hill Partners, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
MANUFACTURERS LIFE INSURANCE COMPANY, THE 210.00%0.00%0.00%Q2 2016Q2 20173
COOKSON PEIRCE & CO INC 330.14%0.15%0.16%Q1 2016Q3 20163
Morling Financial Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Sageworth Trust Co 330.01%0.01%0.01%Q3 2022Q1 20233
CVA Family Office, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Genesis Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2014Q2 20153
DUBUQUE BANK & TRUST CO 210.00%0.01%0.02%Q1 2015Q1 20193
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q2 20233
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
HT Partners LLC 330.62%0.98%1.24%Q4 2014Q2 20153
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2018Q3 20203
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JOHNSON INVESTMENT COUNSEL INC 210.00%0.00%0.00%Q2 2021Q4 20223
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q2 2017Q1 20233
Westside Investment Management, Inc. 330.01%0.01%0.01%Q1 2017Q3 20173
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q1 20232
PACIFIC SUN FINANCIAL CORP 220.22%0.27%0.32%Q1 2018Q2 20182
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q1 2016Q2 20162
GIRARD SECURITIES, INC. 220.20%0.27%0.33%Q4 2015Q1 20162
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 220.01%0.01%0.01%Q4 2018Q1 20192
STRINGER ASSET MANAGEMENT, LLC 224.89%4.90%4.92%Q2 2016Q3 20162
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.08%0.16%Q2 2015Q3 20182
Covington Capital Management 220.04%0.04%0.04%Q2 2022Q3 20222
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q2 2023Q3 20232
Per Stirling Capital Management, LLC. 220.06%0.10%0.15%Q2 2023Q3 20232
AMP Capital Investors Ltd 220.00%0.00%0.00%Q4 2013Q1 20142
Connecticut Wealth Management, LLC 220.02%0.38%0.74%Q4 2020Q1 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Simplicity Solutions, LLC 220.02%0.02%0.03%Q3 2018Q4 20182
Mirae Asset Global Investments Co., Ltd. 220.01%0.01%0.01%Q1 2019Q2 20192
Tower Research Capital LLC (TRC) 110.00%0.00%0.01%Q1 2016Q4 20192
Aspire Private Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Bellwether Investment Group, LLC 110.03%0.03%0.04%Q2 2016Q4 20162
Maryland Capital Management 110.11%0.11%0.12%Q3 2020Q2 20212
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Invesco Ltd. 220.00%0.00%0.00%Q2 2013Q3 20132
SANDERS MORRIS HARRIS LLC 220.07%0.08%0.09%Q1 2016Q2 20162
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2014Q3 20222
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Cinctive Capital Management LP 110.23%0.53%0.84%Q1 2022Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
VISTA CAPITAL PARTNERS, INC. 220.03%0.03%0.04%Q4 2021Q1 20222
Whitnell & Co. 220.01%0.01%0.01%Q2 2013Q3 20132
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q1 2015Q2 20152
ICONIQ Capital, LLC 110.30%0.39%0.49%Q1 2013Q3 20132
PVG Asset Management 220.26%0.26%0.26%Q2 2015Q3 20152
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q3 2017Q3 20182
Allworth Financial LP 220.00%0.00%0.00%Q2 2022Q3 20222
PICTET ASSET MANAGEMENT SA 220.02%0.03%0.04%Q1 2023Q2 20232
Holistic Financial Partners 220.01%0.01%0.01%Q4 2017Q1 20182
SUNFLOWER BANK, NA WEALTH MANAGEMENT 220.07%0.08%0.08%Q3 2014Q4 20142
Virtue Capital Management, LLC 220.00%0.01%0.01%Q4 2017Q1 20182
Community Bank, N.A. 110.00%0.00%0.00%Q4 2018Q2 20202
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.01%Q2 2020Q4 20222
Concorde Asset Management, LLC 220.14%0.17%0.20%Q1 2019Q2 20192
HIGHLAND CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2015Q3 20152
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Freedom Investment Management, Inc. 220.13%0.13%0.13%Q1 2019Q2 20192
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Mutual Advisors, LLC 220.18%0.18%0.18%Q1 2018Q2 20182
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Proficio Capital Partners LLC 220.00%0.09%0.18%Q1 2017Q2 20172
Aveo Capital Partners, LLC 110.06%0.64%1.23%Q4 2016Q4 20192
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q4 2013Q1 20142
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Retirement Planning Group, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Independent Portfolio Consultants, Inc. 110.30%0.30%0.30%Q2 2015Q2 20151
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Gradient Investments LLC 110.00%0.00%0.00%Q2 2017Q2 20171
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FRONTIER INVESTMENT MGMT CO 110.08%0.08%0.08%Q1 2014Q1 20141
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Resurgent Financial Advisors LLC 110.53%0.53%0.53%Q1 2022Q1 20221
WealthOne, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Choate Investment Advisors 110.06%0.06%0.06%Q2 2015Q2 20151
Landsberg, Bennett, & Dubbaneh LLC 110.31%0.31%0.31%Q4 2018Q4 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.59%0.59%0.59%Q4 2016Q4 20161
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
HARDING LOEVNER LP 110.00%0.00%0.00%Q4 2015Q4 20151
Estate Counselors, LLC 110.22%0.22%0.22%Q2 2013Q2 20131
CWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Oakworth Capital, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q2 2022Q2 20221
Sterling Global Strategies LLC 110.05%0.05%0.05%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Prime Capital Investment Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BALYASNY ASSET MANAGEMENT L.P. 110.19%0.19%0.19%Q3 2018Q3 20181
Coppell Advisory Solutions LLC 110.04%0.04%0.04%Q2 2023Q2 20231
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
First Heartland Consultants, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
Delphi Private Advisors LLC 110.21%0.21%0.21%Q4 2017Q4 20171
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Ground Swell Capital, LLC 110.84%0.84%0.84%Q4 2020Q4 20201
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Pictet Asset Management Holding SA 110.02%0.02%0.02%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
RiverFront Investment Group, LLC 110.05%0.05%0.05%Q1 2009Q1 20091
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sunbelt Securities, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.02%0.02%0.02%Q1 2018Q1 20181
BOENNING & SCATTERGOOD, INC. 110.12%0.12%0.12%Q4 2018Q4 20181
Philadelphia Financial Management of San Francisco, LLC 113.48%3.48%3.48%Q3 2023Q3 20231
GRIMES & COMPANY, INC. 110.04%0.04%0.04%Q4 2016Q4 20161
Verity Asset Management, Inc. 110.23%0.23%0.23%Q3 2014Q3 20141
KARLINSKI ANDREW C 110.00%0.00%0.00%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Architects, Inc 110.01%0.01%0.01%Q4 2016Q4 20161
Samalin Investment Counsel, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Glovista Investments LLC 110.65%0.65%0.65%Q1 2015Q1 20151
AMERICAN NATIONAL BANK 110.05%0.05%0.05%Q2 2016Q2 20161
Capital Square, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
ASSETMARK, INC 110.35%0.35%0.35%Q4 2019Q4 20191
Financial Insights, Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
BHF Kleinwort Benson Group S.A. 110.01%0.01%0.01%Q1 2014Q1 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Essex Savings Bank 110.01%0.01%0.01%Q4 2018Q4 20181
PRW Wealth Management LLC 110.18%0.18%0.18%Q3 2022Q3 20221
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Private Advisory Group LLC 111.01%1.01%1.01%Q3 2022Q3 20221
CAZENOVE CAPITAL MANAGEMENT LTD 110.02%0.02%0.02%Q2 2013Q2 20131
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2019Q4 20191
PICTON MAHONEY ASSET MANAGEMENT 110.02%0.02%0.02%Q1 2015Q1 20151
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
B. Riley Financial, Inc. 116.90%6.90%6.90%Q1 2017Q1 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Doyle Wealth Management 110.02%0.02%0.02%Q1 2022Q1 20221
Jefferies Group LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
External links

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