ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2410.00%0.00%0.01%Q2 2013Q2 202348
MUFG Americas Holdings Corp 48480.00%0.01%0.02%Q4 2010Q3 202248
East Coast Asset Management, LLC. 44440.09%0.27%0.54%Q4 2012Q3 202344
AlphaMark Advisors, LLC 42420.01%0.06%0.22%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.01%0.01%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.04%0.21%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.04%Q2 2013Q3 202342
EXENCIAL WEALTH ADVISORS, LLC 3480.02%0.76%2.06%Q1 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 42420.01%0.09%0.27%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.14%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.07%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.11%0.33%Q2 2013Q3 202342
FCA CORP /TX 42421.28%1.58%2.16%Q2 2013Q3 202342
Janney Montgomery Scott LLC 41410.01%0.02%0.09%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.00%0.00%0.01%Q3 2013Q3 202341
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
Carnegie Capital Asset Management, LLC 2510.01%0.03%0.07%Q2 2013Q3 202340
Financial Architects, Inc 3640.24%0.44%0.69%Q2 2013Q2 202340
Kistler-Tiffany Companies, LLC 3370.08%0.16%0.24%Q2 2013Q2 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.37%0.47%0.58%Q4 2013Q3 202340
Arete Wealth Advisors, LLC 40400.00%0.27%0.48%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.01%0.01%Q4 2013Q3 202340
US BANCORP \DE\ 3810.00%0.00%0.00%Q3 2013Q3 202339
Fisher Asset Management, LLC 39390.00%0.03%0.22%Q1 2014Q3 202339
JPMORGAN CHASE & CO 3630.00%0.00%0.01%Q3 2013Q3 202339
Private Advisor Group, LLC 39390.00%0.02%0.05%Q1 2014Q3 202339
SCOTIA CAPITAL INC. 38380.01%0.02%0.04%Q2 2014Q3 202338
NWAM LLC 1960.01%0.10%0.23%Q1 2014Q3 202337
Community Bank, N.A. 36360.00%0.05%0.35%Q4 2014Q3 202336
Mirae Asset Global Investments Co., Ltd. 21150.00%0.15%1.35%Q2 2014Q3 202336
Perigon Wealth Management, LLC 2610.03%0.14%0.38%Q3 2011Q3 202236
Family Firm, Inc. 36360.27%0.38%0.44%Q4 2014Q3 202336
COUNTRY TRUST BANK 36360.00%0.00%0.00%Q1 2015Q4 202336
MV CAPITAL MANAGEMENT, INC. 36360.01%0.01%0.01%Q4 2014Q3 202336
UBS Group AG 36360.01%0.01%0.01%Q4 2014Q3 202336
Carroll Financial Associates, Inc. 35350.01%0.01%0.02%Q2 2013Q4 202135
RAYMOND JAMES & ASSOCIATES 3140.00%0.01%0.02%Q2 2013Q3 202335
Cetera Advisors LLC 14100.01%0.05%0.11%Q2 2013Q3 202335
Brinker Capital Investments, LLC 3320.00%0.60%1.41%Q2 2013Q1 202235
Advisory Services Network, LLC 1310.00%0.01%0.01%Q4 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 3310.01%0.02%0.04%Q2 2013Q3 202334
BESSEMER GROUP INC 34340.00%0.01%0.08%Q2 2015Q3 202334
Psagot Value Holdings Ltd. 34340.01%0.06%0.20%Q2 2013Q3 202134
People's United Financial, Inc. 17170.01%0.02%0.04%Q2 2013Q4 202134
HUNTINGTON NATIONAL BANK 1710.00%0.00%0.00%Q4 2010Q3 202333
WHITTIER TRUST CO 33330.00%0.00%0.01%Q3 2015Q3 202333
Anchor Investment Management, LLC 32320.00%0.09%0.14%Q1 2016Q4 202332
EDMOND DE ROTHSCHILD HOLDING S.A. 3020.00%0.02%0.11%Q2 2015Q3 202332
BALDWIN BROTHERS LLC/MA 32320.00%0.00%0.01%Q1 2016Q4 202332
Rathbones Group PLC 3010.00%0.02%0.04%Q1 2015Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202331
Citadel Advisors 710.00%0.00%0.02%Q1 2014Q2 202331
D.A. DAVIDSON & CO. 2910.00%0.01%0.02%Q2 2013Q3 202331
HSBC HOLDINGS PLC 2320.00%0.00%0.00%Q1 2012Q2 202230
Private Wealth Advisors, Inc. 30300.11%0.15%0.26%Q3 2013Q4 202030
CWM, LLC 2280.00%0.00%0.02%Q1 2016Q3 202330
QUANTUM CAPITAL MANAGEMENT 30300.06%0.17%0.48%Q2 2013Q3 202030
Stearns Financial Services Group 30300.04%0.24%0.48%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 2720.01%0.04%0.22%Q2 2013Q3 202029
Cutler Group LLC / CA 410.00%0.00%0.00%Q1 2016Q4 202229
CIBC WORLD MARKET INC. 29290.00%0.00%0.01%Q3 2016Q3 202329
ELCO Management Co., LLC 29290.15%0.45%0.81%Q3 2016Q3 202329
FIL Ltd 29290.00%0.01%0.08%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.15%0.36%Q4 2013Q4 202029
Bank of New York Mellon Corp 2310.00%0.00%0.01%Q2 2013Q3 202329
WHITTIER TRUST CO OF NEVADA INC 2520.00%0.00%0.01%Q2 2013Q3 202329
Parallel Advisors, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
WEBSTER BANK, N. A. 28280.00%0.00%0.01%Q4 2016Q3 202328
THRIVENT FINANCIAL FOR LUTHERANS 2350.00%0.00%0.01%Q2 2013Q1 202328
Pflug Koory, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
JANE STREET GROUP, LLC 810.00%0.02%0.11%Q1 2014Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.10%Q2 2013Q4 201927
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q1 2012Q3 202327
Geneos Wealth Management Inc. 2610.00%0.01%0.03%Q1 2016Q3 202327
OPTIMUM INVESTMENT ADVISORS 2340.01%0.02%0.03%Q2 2014Q3 202327
Ironwood Financial, llc 2340.02%0.05%0.09%Q4 2014Q3 202127
GREENLEAF TRUST 26260.00%0.02%0.08%Q2 2017Q3 202326
NEXT Financial Group, Inc 1360.00%0.07%0.26%Q3 2014Q4 202126
BENJAMIN F. EDWARDS & COMPANY, INC. 1880.00%0.00%0.00%Q2 2013Q1 202126
Sigma Planning Corp 2210.01%0.02%0.03%Q1 2015Q4 202225
MML INVESTORS SERVICES, LLC 2140.00%0.00%0.01%Q2 2017Q3 202325
Migdal Insurance & Financial Holdings Ltd. 24240.00%0.00%0.00%Q3 2017Q2 202324
White Lighthouse Investment Management Inc. 24240.42%0.57%0.84%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Analyst IMS Investment Management Services Ltd. 1710.06%0.46%2.08%Q4 2015Q1 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.00%Q4 2015Q3 202324
Mathes Company, Inc. 2220.12%0.20%0.38%Q3 2017Q3 202324
Slow Capital, Inc. 24240.38%0.60%0.95%Q4 2017Q3 202324
Front Row Advisors LLC 24240.13%0.17%0.23%Q4 2017Q3 202324
Blue Fin Capital, Inc. 24240.12%0.23%0.38%Q2 2014Q1 202024
NOMURA ASSET MANAGEMENT CO LTD 13100.00%0.01%0.02%Q1 2014Q4 201923
Global Retirement Partners, LLC 1240.00%0.04%0.12%Q1 2017Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
CAPTRUST FINANCIAL ADVISORS 1490.00%0.01%0.02%Q3 2017Q3 202323
STIFEL FINANCIAL CORP 23230.00%0.00%0.00%Q1 2018Q3 202323
NORTHERN CAPITAL MANAGEMENT LLC 23230.11%0.22%0.34%Q2 2013Q4 201823
Bison Wealth, LLC 2120.07%0.14%0.22%Q1 2015Q3 202323
Crestone Asset Management LLC 22220.09%1.00%2.63%Q2 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1390.00%0.00%0.01%Q4 2016Q3 202322
J.P. Morgan Private Wealth Advisors LLC 1660.00%0.00%0.01%Q4 2015Q3 202322
North Star Investment Management Corp. 1750.00%0.00%0.00%Q1 2018Q3 202322
Voya Financial Advisors, Inc. 22220.02%0.04%0.07%Q1 2015Q2 202022
SG Americas Securities, LLC 710.00%0.03%0.10%Q2 2013Q3 202322
Focused Wealth Management, Inc 22220.00%0.01%0.01%Q3 2013Q4 201822
HighTower Advisors, LLC 1810.00%0.01%0.03%Q2 2014Q3 202322
Patriot Financial Group Insurance Agency, LLC 2110.00%0.01%0.05%Q4 2016Q2 202222
SALEM INVESTMENT COUNSELORS INC 1830.00%0.01%0.01%Q3 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Mandatum Life Insurance Co Ltd 21210.08%0.13%0.18%Q4 2015Q4 202021
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
SIGNATUREFD, LLC 1920.00%0.00%0.01%Q1 2014Q3 202321
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.01%Q2 2018Q3 202320
JUNCTURE WEALTH STRATEGIES, LLC 1460.10%1.27%5.18%Q1 2015Q1 202220
Capital Investment Advisory Services, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
WEALTHSOURCE PARTNERS, LLC 1910.03%0.06%0.11%Q1 2016Q3 202320
Cedar Brook Financial Partners, LLC 20200.25%0.39%0.50%Q4 2018Q3 202320
SCHRODER INVESTMENT MANAGEMENT GROUP 1820.00%0.00%0.05%Q3 2014Q2 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.13%0.26%0.40%Q3 2017Q2 202220
Princeton Global Asset Management LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
KCS Wealth Advisory 1010.11%0.32%0.62%Q4 2017Q3 202320
Ayalon Insurance Comp Ltd. 20200.02%1.42%3.42%Q4 2018Q3 202320
American Research & Management Co. 20200.00%0.00%0.00%Q2 2013Q1 201820
FinTrust Capital Advisors, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Strategic Blueprint, LLC 20200.04%0.12%0.44%Q4 2018Q3 202320
TSFG, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Compagnie Lombard Odier SCmA 19190.00%0.01%0.03%Q4 2013Q2 201819
Cetera Advisor Networks LLC 1010.00%0.02%0.03%Q1 2014Q3 202319
Carmichael Hill & Associates, Inc. 1630.13%0.16%0.22%Q1 2018Q3 202319
Brookstone Capital Management 520.00%0.07%0.42%Q1 2015Q3 202319
Mercer Capital Advisers, Inc. 19190.02%0.02%0.02%Q4 2014Q2 201919
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.05%0.08%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.03%0.05%0.09%Q4 2018Q3 202319
Richard Bernstein Advisors LLC 19190.49%1.54%3.35%Q1 2019Q3 202319
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
BANK OF NOVA SCOTIA 1450.00%0.02%0.15%Q3 2013Q2 202119
American Portfolios Advisors 18180.00%0.00%0.01%Q2 2018Q3 202218
Kovack Advisors, Inc. 18180.14%0.24%0.44%Q4 2014Q1 201918
NATIONAL PLANNING CORP 18180.02%0.05%0.11%Q2 2013Q3 201718
DEUTSCHE BANK AG\ 810.00%0.00%0.00%Q3 2013Q1 202318
Commonwealth Equity Services, Inc 18180.02%0.04%0.06%Q2 2013Q3 201718
TOCQUEVILLE ASSET MANAGEMENT L.P. 18180.02%0.04%0.06%Q2 2019Q3 202318
Money Design Co.,Ltd. 18180.07%0.50%1.42%Q2 2019Q3 202318
Vantage Investment Advisors, LLC 18180.00%0.00%0.00%Q4 2013Q1 201818
Evercore Wealth Management, LLC 1260.00%0.01%0.01%Q2 2013Q4 201718
Pacifica Partners Inc. 17170.01%0.02%0.04%Q4 2019Q4 202317
Apriem Advisors 1610.01%0.02%0.03%Q2 2013Q2 201817
ATLAS CAPITAL ADVISORS LLC 1250.00%0.01%0.02%Q2 2019Q3 202317
EP Wealth Advisors, LLC 1340.01%0.01%0.03%Q2 2019Q3 202317
BANK HAPOALIM BM 17170.05%0.18%0.31%Q4 2013Q4 201717
Rockefeller Capital Management L.P. 1610.00%0.00%0.01%Q1 2019Q3 202317
CREDIT SUISSE AG/ 1020.00%0.01%0.03%Q1 2013Q3 202317
SOL Capital Management CO 16160.04%0.06%0.07%Q4 2019Q3 202316
Stratos Wealth Partners, LTD. 610.00%0.01%0.02%Q4 2017Q4 202216
Allworth Financial LP 16160.00%0.00%0.00%Q4 2019Q3 202316
Advanced Asset Management Advisors Inc 16160.00%0.00%0.00%Q4 2019Q3 202316
Venturi Wealth Management, LLC 1240.01%0.06%0.31%Q1 2019Q3 202316
IPG Investment Advisors LLC 1420.08%0.67%0.91%Q3 2014Q1 202116
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1510.00%0.00%0.00%Q2 2013Q2 201816
Clarity Wealth Advisors, LLC 16162.21%2.51%2.98%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
TRUST CO OF VERMONT 1510.00%0.00%0.00%Q4 2017Q3 202216
Maltin Wealth Management, Inc. 16160.40%0.47%0.54%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Patten Group, Inc. 1510.00%0.00%0.01%Q4 2014Q4 201816
Newport Wealth Strategies, Inc. 16160.20%0.27%0.42%Q4 2017Q3 202116
ASSETMARK, INC 710.00%0.72%2.03%Q4 2014Q2 202316
Marotta Asset Management 1330.46%0.55%0.67%Q4 2019Q4 202316
FineMark National Bank & Trust 15150.00%0.00%0.01%Q2 2013Q4 201615
PACIFIC SUN FINANCIAL CORP 610.16%0.20%0.29%Q1 2018Q2 202315
BREWIN DOLPHIN LTD 870.00%0.00%0.01%Q3 2017Q2 202215
MSI Financial Services Inc 15150.01%0.08%0.24%Q2 2013Q4 201615
Endurance Wealth Management, Inc. 15150.00%0.00%0.00%Q2 2015Q4 201815
SouthState Corp 1050.04%0.10%0.18%Q3 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.01%0.01%0.03%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.03%0.05%Q2 2016Q4 201915
Aristotle Capital Management, LLC 520.00%0.01%0.02%Q1 2015Q3 202114
Cordatus Wealth Management LLC 910.09%0.12%0.27%Q1 2019Q2 202314
Financial Gravity Asset Management, Inc. 1220.00%0.02%0.06%Q4 2019Q3 202314
Belpointe Asset Management LLC 1210.01%0.01%0.02%Q3 2018Q1 202314
Newfound Research LLC 820.89%3.39%4.99%Q2 2016Q2 202014
Cribstone Capital Management, LLC 14140.02%0.04%0.05%Q2 2016Q3 201914
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Crescent Grove Advisors, LLC 14140.14%0.16%0.23%Q2 2020Q3 202314
TD Capital Management LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
Advisors Preferred, LLC 310.00%0.04%0.21%Q4 2013Q2 202313
Affiance Financial, LLC 13130.04%0.05%0.06%Q4 2019Q4 202213
Beacon Financial Advisory LLC 13130.16%0.18%0.23%Q3 2020Q3 202313
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.09%0.11%0.13%Q2 2013Q2 201613
EATON VANCE MANAGEMENT 1030.00%0.01%0.02%Q2 2019Q3 202213
Semmax Financial Advisors Inc. 13130.00%0.01%0.05%Q4 2018Q4 202113
SITTNER & NELSON, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
BARCLAYS PLC 510.00%0.00%0.01%Q1 2015Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Kovitz Investment Group Partners, LLC 12120.01%0.01%0.01%Q1 2019Q4 202112
MERCER GLOBAL ADVISORS INC /ADV 910.00%0.01%0.01%Q1 2020Q3 202312
Danda Trouve Investment Management, Inc. 12124.72%5.40%6.89%Q4 2019Q3 202212
Bond & Devick Financial Network, Inc. 12120.26%0.33%0.43%Q4 2020Q3 202312
Prospera Financial Services Inc 630.01%0.02%0.02%Q4 2019Q3 202312
Millburn Ridgefield Corp 12120.00%0.00%0.00%Q2 2020Q1 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
WADE G W & INC 1110.02%0.02%0.02%Q3 2018Q3 202112
Cambria Investment Management, L.P. 410.28%1.25%2.40%Q4 2014Q4 202212
Alexandria Capital, LLC 530.00%0.02%0.08%Q2 2013Q2 201912
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2018Q3 202112
TRANSCEND CAPITAL ADVISORS, LLC 12120.07%0.13%0.27%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.10%0.12%0.16%Q2 2013Q1 201612
Freedom Investment Management, Inc. 750.05%0.08%0.12%Q4 2019Q4 202212
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
AE Wealth Management LLC 650.00%0.00%0.00%Q3 2020Q3 202311
GREENWOOD CAPITAL ASSOCIATES LLC 920.00%0.40%0.72%Q4 2019Q3 202311
CT Financial Advisors LLC 1010.03%0.03%0.05%Q1 2014Q1 201711
InterOcean Capital, LLC 11110.20%0.29%0.45%Q3 2017Q1 202011
AXA S.A. 11110.00%0.00%0.00%Q4 2013Q2 201611
WRAPMANAGER INC 420.08%0.34%0.64%Q2 2016Q4 201911
Grove Bank & Trust 740.00%0.02%0.03%Q4 2015Q3 202311
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
COMMERZBANK AKTIENGESELLSCHAFT /FI 830.01%0.02%0.04%Q2 2015Q1 201811
Maryland Capital Management 810.10%0.13%0.15%Q4 2018Q3 202211
CREDIT AGRICOLE S A 1010.00%0.03%0.29%Q3 2013Q1 201711
First Horizon Advisors, Inc. 1010.00%0.00%0.01%Q4 2020Q3 202311
Courage Miller Partners, LLC 510.08%0.09%0.10%Q4 2020Q3 202310
Lido Advisors, LLC 10100.00%0.01%0.01%Q4 2020Q1 202310
Baird Financial Group, Inc. 910.00%0.00%0.00%Q2 2016Q1 202310
Harel Insurance Investments & Financial Services Ltd. 10100.00%0.00%0.00%Q2 2021Q3 202310
BROWN BROTHERS HARRIMAN & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Kestra Advisory Services, LLC 730.00%0.00%0.00%Q4 2020Q2 202310
EXANE DERIVATIVES 10100.05%0.07%0.12%Q1 2020Q2 202210
Sullivan, Bruyette, Speros & Blaney, LLC 10100.03%0.04%0.04%Q2 2016Q3 201810
Sawyer & Company, Inc 10100.01%0.02%0.02%Q4 2017Q1 202010
Qube Research & Technologies Ltd 420.00%0.02%0.06%Q2 2020Q3 202310
Glassman Wealth Services 910.00%0.12%0.17%Q4 2014Q4 202110
Rollins Financial 730.07%0.19%0.29%Q4 2020Q2 202310
QUATTRO FINANCIAL ADVISORS LLC 10100.17%0.32%0.48%Q1 2021Q2 202310
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.00%0.00%0.00%Q4 2015Q2 201810
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.00%0.23%0.52%Q1 2014Q4 202010
COOKSON PEIRCE & CO INC 620.02%0.03%0.06%Q3 2017Q3 202310
Cornerstone Wealth Management, LLC 910.00%0.06%0.11%Q3 2018Q3 202210
NatWest Group plc 510.05%0.08%0.13%Q2 2016Q1 201910
SII INVESTMENTS INC/WI 10100.01%0.02%0.03%Q1 2015Q2 201710
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q4 2014Q3 202310
Wealthstar Advisors, LLC 10100.09%0.12%0.14%Q2 2021Q3 202310
LEAVELL INVESTMENT MANAGEMENT, INC. 990.03%0.04%0.04%Q1 2018Q1 20209
Banco Santander, S.A. 990.00%0.02%0.05%Q3 2021Q3 20239
FLOW TRADERS U.S. LLC 410.02%0.04%0.12%Q3 2018Q3 20239
HOWE & RUSLING INC 630.00%0.00%0.01%Q2 2013Q3 20159
U.S. Capital Wealth Advisors, LLC 990.07%0.19%0.25%Q3 2021Q3 20239
Family Capital Trust Co 990.00%0.01%0.04%Q2 2013Q2 20159
Global Wealth Management Investment Advisory, Inc. 990.00%0.01%0.05%Q4 2018Q4 20209
PRUDENTIAL PLC 990.00%0.01%0.01%Q2 2016Q2 20189
Tower Research Capital LLC (TRC) 510.00%0.00%0.01%Q4 2014Q2 20239
PRUDENTIAL FINANCIAL INC 990.00%0.00%0.00%Q2 2018Q2 20209
Truvestments Capital LLC 510.02%0.04%0.05%Q3 2018Q1 20219
Psagot Value Holdings Ltd. / (Israel) 990.00%0.17%0.33%Q3 2021Q3 20239
SYNOVUS FINANCIAL CORP 990.00%0.00%0.00%Q2 2013Q2 20159
Virtu KCG Holdings LLC 310.00%0.01%0.05%Q3 2013Q3 20169
Veritable, L.P. 990.01%0.01%0.01%Q1 2021Q1 20239
BECK CAPITAL MANAGEMENT, LLC 990.78%0.90%1.02%Q4 2013Q4 20159
Renaissance Technologies 310.00%0.00%0.00%Q4 2017Q2 20239
PICTET ASSET MANAGEMENT LTD 990.00%0.00%0.01%Q3 2018Q3 20209
BANQUE PICTET & CIE SA 990.00%0.02%0.06%Q2 2021Q2 20239
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 20239
Cetera Investment Advisers 420.00%0.01%0.01%Q4 2020Q3 20239
Jackson Financial Management 990.24%0.37%0.69%Q4 2017Q4 20199
ING GROEP NV 810.00%0.05%0.07%Q1 2014Q1 20199
GLENMEDE TRUST CO NA 990.00%0.00%0.00%Q2 2013Q2 20159
Avestar Capital, LLC 990.08%0.70%1.02%Q4 2018Q4 20209
Castleview Partners, LLC 810.00%0.05%0.46%Q2 2021Q3 20239
CAHILL FINANCIAL ADVISORS INC 990.06%0.07%0.08%Q3 2021Q3 20239
Stelac Advisory Services LLC 990.03%0.09%0.16%Q2 2017Q2 20199
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.03%0.04%0.04%Q4 2021Q3 20238
Private Capital Group, LLC 880.01%0.01%0.01%Q4 2017Q3 20198
Nan Shan Life Insurance Co., Ltd. 880.08%0.27%0.45%Q3 2015Q2 20178
TD Waterhouse Canada Inc. 880.02%0.03%0.03%Q4 2021Q3 20238
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 880.04%0.05%0.07%Q2 2013Q1 20158
SVB WEALTH LLC 440.00%0.01%0.02%Q4 2019Q3 20238
Sweet Financial Partners, LLC 880.09%0.10%0.12%Q4 2021Q3 20238
ARS Wealth Advisors, LLC 710.09%0.12%0.16%Q4 2013Q4 20158
VALLEY NATIONAL ADVISERS INC 880.00%0.00%0.00%Q3 2021Q2 20238
Sowell Financial Services LLC 710.01%0.02%0.10%Q4 2018Q1 20218
GEODE CAPITAL MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
Trust Co 880.01%0.06%0.18%Q1 2015Q4 20168
SUMMIT FINANCIAL GROUP, INC. 710.08%0.10%0.11%Q4 2019Q4 20218
Vigilant Capital Management, LLC 620.00%0.01%0.02%Q4 2017Q2 20238
American Financial Network Advisory Services LLC 880.32%0.39%0.44%Q3 2017Q2 20198
Avidian Wealth Solutions, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Choate Investment Advisors 880.00%0.00%0.01%Q4 2021Q3 20238
OPPENHEIMER & CO INC 880.20%0.20%0.21%Q2 2013Q1 20158
RMB Capital Management, LLC 880.01%0.01%0.01%Q2 2017Q1 20198
Parkside Financial Bank & Trust 880.04%0.04%0.04%Q4 2018Q3 20208
HB Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Lombard Odier Transatlantic Ltd 880.08%0.10%0.12%Q4 2014Q3 20168
Atria Investments, Inc 610.02%0.02%0.03%Q3 2018Q3 20238
VISTA CAPITAL PARTNERS, INC. 880.03%0.04%0.04%Q4 2021Q3 20238
Beaumont Financial Partners, LLC 610.03%1.12%4.75%Q2 2014Q4 20188
Hamilton Wealth, LLC 441.09%2.94%4.21%Q4 2018Q4 20218
TOMPKINS FINANCIAL CORP 880.03%0.04%0.05%Q1 2022Q4 20238
MONEY CONCEPTS CAPITAL CORP 620.00%0.01%0.02%Q4 2020Q1 20238
Bank Julius Baer & Co. Ltd, Zurich 770.08%0.24%0.29%Q2 2020Q4 20217
TELEMUS CAPITAL, LLC 770.02%0.02%0.02%Q2 2018Q4 20197
EPG Wealth Management LLC 520.00%0.00%0.00%Q4 2021Q3 20237
FDx Advisors, Inc. 410.01%0.02%0.04%Q1 2019Q3 20237
Anfield Capital Management, LLC 410.62%0.81%1.17%Q4 2020Q4 20227
Weaver Consulting Group 770.01%0.01%0.01%Q1 2019Q3 20207
HAZLETT, BURT & WATSON, INC. 770.20%0.23%0.25%Q1 2022Q3 20237
BOSTON PRIVATE BANK & TRUST CO 610.00%0.00%0.00%Q2 2013Q1 20157
ALLIANCEBERNSTEIN L.P. 520.00%0.00%0.00%Q3 2014Q2 20207
Moloney Securities Asset Management, LLC 610.04%0.07%0.20%Q1 2019Q1 20227
1832 Asset Management L.P. 770.00%0.00%0.00%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.01%0.01%Q4 2017Q3 20197
Morningstar Investment Services LLC 770.09%0.32%0.40%Q4 2018Q2 20207
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
BDO Wealth Advisors, LLC 770.02%0.02%0.03%Q2 2019Q4 20207
MARSHALL WACE, LLP 610.00%0.00%0.00%Q4 2021Q3 20237
DAVENPORT & Co LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Wharton Business Group, LLC 210.01%0.02%0.03%Q2 2013Q2 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
TORONTO DOMINION BANK 310.00%0.00%0.00%Q2 2015Q4 20217
Raleigh Capital Management Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Edge Advisors, LLC 770.00%0.02%0.04%Q4 2016Q2 20187
WBI INVESTMENTS, LLC 770.12%0.32%0.62%Q2 2021Q4 20227
Key FInancial Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Placemark Investments, Inc. 770.02%0.04%0.06%Q2 2013Q4 20147
Atria Wealth Solutions, Inc. 770.01%0.02%0.06%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.03%0.04%0.04%Q4 2021Q3 20237
BRADLEY FOSTER & SARGENT INC/CT 770.01%0.01%0.01%Q1 2022Q3 20237
Beacon Pointe Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Gilbert & Cook, Inc. 770.06%0.22%0.29%Q4 2018Q2 20207
NOTTINGHAM ADVISORS, INC. 430.23%0.96%1.16%Q2 2020Q3 20237
SEI INVESTMENTS CO 520.00%0.00%0.00%Q1 2016Q2 20187
Transamerica Financial Advisors, Inc. 410.00%0.34%0.94%Q1 2015Q4 20187
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 660.12%0.44%1.12%Q4 2017Q1 20196
TRUSTCORE FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q1 2019Q2 20206
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
MARYLAND CAPITAL ADVISORS INC. 660.01%0.01%0.01%Q4 2021Q1 20236
Moors & Cabot, Inc. 210.01%0.03%0.06%Q1 2014Q1 20226
Ballentine Partners, LLC 220.00%0.00%0.01%Q3 2016Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.02%0.02%0.03%Q2 2015Q3 20166
Crosspoint Capital Strategies, LLC 660.01%0.06%0.13%Q2 2014Q3 20156
BBVA USA Bancshares, Inc. 660.02%0.03%0.03%Q4 2018Q1 20206
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
ZWJ INVESTMENT COUNSEL INC 420.05%0.06%0.06%Q1 2017Q1 20206
COMMUNITY BANK SYSTEM, INC. 660.01%0.01%0.01%Q2 2013Q3 20146
HERITAGE WEALTH MANAGEMENT, LLC 420.06%0.08%0.10%Q2 2021Q4 20226
Newbridge Financial Services Group, Inc. 510.02%0.06%0.13%Q3 2020Q3 20236
BNP PARIBAS FINANCIAL MARKETS 420.00%0.00%0.00%Q1 2022Q3 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
EFG Asset Management (Americas) Corp. 660.01%0.01%0.01%Q4 2013Q1 20156
Banque Cantonale Vaudoise 660.00%0.02%0.03%Q2 2021Q3 20226
Starfire Investment Advisers, Inc. 660.08%0.10%0.11%Q1 2019Q2 20206
TCWP LLC 660.30%0.36%0.42%Q4 2021Q1 20236
Hirtle Callaghan & Co LLC 660.00%0.00%0.01%Q3 2013Q4 20146
Traynor Capital Management, Inc. 660.17%0.32%0.53%Q4 2014Q1 20166
Telos Capital Management, Inc. 660.30%0.33%0.39%Q2 2015Q3 20166
DONALDSON CAPITAL MANAGEMENT, LLC 660.08%0.10%0.12%Q1 2010Q2 20116
Miracle Mile Advisors, LLC 410.01%0.01%0.02%Q3 2020Q4 20226
Quad-Cities Investment Group, LLC 660.08%0.09%0.09%Q2 2018Q3 20196
O'Dell Group, LLC 510.01%0.01%0.01%Q3 2021Q2 20236
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q4 2020Q3 20225
Advisory Alpha, LLC 310.00%0.01%0.02%Q1 2019Q3 20205
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550.00%0.00%0.00%Q2 2015Q2 20165
ICICI Prudential Asset Management Co Ltd 550.13%0.22%0.31%Q3 2022Q3 20235
Interchange Capital Partners, LLC 410.02%0.26%0.36%Q4 2020Q3 20235
FAIRFIELD, BUSH & CO. 210.01%0.03%0.07%Q3 2016Q2 20235
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
NIEMANN CAPITAL MANAGEMENT INC 410.45%0.59%0.79%Q4 2014Q4 20185
PICTET ASSET MANAGEMENT SA 550.00%0.03%0.04%Q2 2022Q2 20235
BHF Kleinwort Benson Group S.A. 550.02%0.03%0.04%Q2 2014Q2 20155
Goodwin Investment Advisory 550.05%0.13%0.22%Q3 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Spire Wealth Management 550.00%0.02%0.08%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 550.01%0.03%0.04%Q2 2022Q2 20235
Jacobi Capital Management LLC 410.00%0.00%0.00%Q2 2016Q1 20215
Rehmann Capital Advisory Group 320.00%0.00%0.01%Q1 2018Q2 20195
UNITED CAPITAL FINANCIAL ADVISORS, LLC 410.04%0.06%0.08%Q4 2014Q4 20185
TRANSATLANTIQUE PRIVATE WEALTH LLC 320.92%1.16%1.31%Q2 2022Q3 20235
Partnervest Advisory Services LLC 550.01%0.02%0.02%Q2 2013Q2 20145
Valeo Financial Advisors, LLC 410.00%0.00%0.00%Q3 2018Q3 20205
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Smithfield Trust Co 550.00%0.00%0.00%Q3 2022Q3 20235
BAIRD ROBERT W & CO INC /WI/ 550.00%0.01%0.02%Q2 2013Q2 20145
XPONANCE, INC. 550.20%0.34%0.43%Q3 2015Q3 20165
Apexium Financial, LP 550.32%0.38%0.44%Q3 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 410.01%0.01%0.01%Q3 2020Q3 20235
Kingfisher Capital LLC 410.06%0.84%1.42%Q2 2013Q4 20155
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.04%0.05%0.08%Q2 2013Q2 20145
FundX Investment Group, LLC 550.26%0.48%1.00%Q1 2020Q1 20215
ShoreHaven Wealth Partners, LLC 550.52%0.58%0.66%Q3 2022Q3 20235
ONE Advisory Partners, LLC 550.14%0.17%0.27%Q3 2022Q3 20235
BARINGS LLC 320.06%0.30%0.45%Q3 2018Q4 20225
Integrated Wealth Concepts LLC 550.07%0.09%0.11%Q3 2022Q3 20235
Vontobel Holding Ltd. 550.00%0.01%0.01%Q4 2020Q4 20215
Sound Income Strategies, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MANAGED ACCOUNT ADVISORS LLC 320.00%0.00%0.00%Q2 2013Q2 20155
Capricorn Fund Managers Ltd 554.17%6.05%7.19%Q4 2021Q4 20225
Stifel Trust Company, N.A. 550.01%0.01%0.01%Q3 2013Q3 20145
RESOLUTE FINANCIAL, LLC 550.42%0.44%0.46%Q4 2021Q4 20225
Sowa Financial Group, Inc. 550.01%0.01%0.02%Q4 2019Q4 20205
HCR Wealth Advisors 550.01%0.01%0.01%Q4 2019Q4 20205
Oliver Luxxe Assets LLC 440.51%1.85%2.57%Q4 2015Q3 20164
Personal Wealth Partners 310.01%0.02%0.02%Q2 2019Q2 20214
Daiwa SB Investments Ltd. 440.01%0.03%0.05%Q2 2018Q1 20194
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20214
Greytown Advisors Inc. 440.38%0.50%0.54%Q4 2016Q3 20174
One Wealth Advisors, LLC 440.11%0.12%0.14%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
KM Capital Management Ltd. 440.38%0.74%0.96%Q4 2022Q3 20234
CONTINUUM WEALTH ADVISORS, LLC 440.27%0.33%0.42%Q4 2022Q3 20234
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 310.02%0.02%0.04%Q4 2020Q1 20234
Mayfair Advisory Group, LLC 440.23%0.33%0.40%Q4 2022Q3 20234
Sandy Spring Bank 310.00%0.00%0.00%Q1 2015Q3 20234
COURIER CAPITAL LLC 210.02%0.03%0.03%Q2 2021Q3 20234
ANGELES WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
Well Done, LLC 440.07%3.03%11.77%Q4 2015Q3 20164
LFA - Lugano Financial Advisors SA 440.01%0.01%0.01%Q3 2021Q2 20224
TrinityPoint Wealth, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2013Q1 20144
Global Financial Private Capital, Inc 440.00%0.00%0.00%Q2 2019Q1 20204
Wealthgate Family Office, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
BAROMETER CAPITAL MANAGEMENT INC. 220.22%0.41%0.78%Q3 2018Q1 20204
Trutina Financial LLC 440.18%0.19%0.20%Q3 2013Q2 20144
Concord Wealth Partners 440.00%0.00%0.01%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Geneva Partners, LLC 310.12%0.27%0.39%Q2 2020Q4 20214
AMP Capital Investors Ltd 440.01%0.01%0.01%Q2 2013Q1 20144
Vectors Research Management, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
First International Bank & Trust 442.02%2.18%2.25%Q1 2022Q4 20224
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
Y.D. More Investments Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
PATRON PARTNERS, LLC 440.36%0.38%0.39%Q4 2022Q3 20234
Aevitas Wealth Management, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Clear Perspective Advisors, LLC 440.02%0.02%0.02%Q3 2017Q2 20184
USCA RIA LLC 440.10%0.11%0.11%Q3 2020Q2 20214
OLD MISSION CAPITAL LLC 210.03%0.08%0.21%Q2 2016Q3 20224
Cerity Partners LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Wealthspire Advisors, L.P. 440.00%0.00%0.00%Q2 2017Q1 20184
Lombard Odier & Cie (Canada), Limited Partnership 440.07%0.08%0.09%Q4 2013Q3 20144
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 220.17%0.43%0.67%Q3 2018Q3 20194
Mayflower Financial Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 220.01%0.14%0.30%Q4 2013Q3 20234
Mendota Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
UBP Investment Advisors SA 440.72%0.76%0.80%Q4 2017Q3 20184
Kelman-Lazarov, Inc. 440.02%0.02%0.03%Q1 2016Q4 20164
AdvisorNet Financial, Inc 310.00%0.00%0.00%Q3 2019Q2 20224
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
LaSalle St. Investment Advisors, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
WFG Advisors, LP 330.00%0.00%0.00%Q1 2014Q3 20143
W ADVISORS, LLC 330.24%0.26%0.29%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Barry Investment Advisors, LLC 210.05%0.08%0.10%Q4 2021Q3 20233
Savant Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Better Money Decisions, LLC 210.04%0.05%0.06%Q2 2021Q2 20223
Close Asset Management Ltd 330.00%0.02%0.04%Q3 2018Q1 20193
Graticule Asia Macro Advisors LLC 222.65%6.54%9.01%Q1 2018Q2 20183
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.01%0.01%Q4 2019Q1 20213
Ahrens Investment Partners LLC 210.01%0.55%0.92%Q1 2022Q1 20233
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
Element Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
VALICENTI ADVISORY SERVICES INC 330.52%0.59%0.66%Q1 2022Q3 20223
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sonoma Private Wealth LLC 330.74%0.78%0.83%Q1 2023Q3 20233
RESOURCES MANAGEMENT CORP /CT/ /ADV 210.00%0.00%0.00%Q3 2018Q3 20193
Genesis Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2014Q2 20153
Bay Harbor Wealth Management, LLC 210.00%0.00%0.01%Q4 2018Q1 20203
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q3 20233
GSA CAPITAL PARTNERS LLP 330.09%0.15%0.20%Q1 2023Q3 20233
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
HT Partners LLC 331.78%2.24%2.70%Q4 2014Q2 20153
CX Institutional 110.00%0.01%0.02%Q2 2022Q2 20233
Trident Investment Management, LLC 3311.68%17.26%20.08%Q2 2013Q4 20133
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
FUKOKU MUTUAL LIFE INSURANCE Co 331.63%1.66%1.73%Q4 2016Q2 20173
TCI Wealth Advisors, Inc. 110.00%0.00%0.01%Q3 2019Q2 20223
BARING ASSET MANAGEMENT Ltd 210.08%0.11%0.18%Q3 2014Q3 20153
Gradient Investments LLC 210.00%0.00%0.00%Q2 2019Q3 20233
Procyon Advisors, LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Glass Jacobson Investment Advisors llc 210.06%0.07%0.07%Q4 2022Q3 20233
Wakefield Asset Management LLLP 330.29%0.32%0.35%Q2 2019Q4 20193
JFS WEALTH ADVISORS, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
OneDigital Investment Advisors LLC 330.01%0.01%0.03%Q1 2023Q3 20233
WMS Partners, LLC 330.04%0.08%0.14%Q4 2022Q2 20233
Homrich & Berg 330.01%0.01%0.01%Q1 2021Q3 20213
Cape Investment Advisory, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MinichMacGregor Wealth Management, LLC 330.01%0.01%0.01%Q1 2016Q3 20163
Aspire Private Capital, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
AVIANCE CAPITAL MANAGEMENT, LLC 210.01%0.19%0.29%Q3 2017Q1 20193
TRUEWEALTH LLC 220.03%0.04%0.06%Q1 2020Q2 20202
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q3 2016Q4 20162
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2019Q4 20232
Visionary Wealth Advisors 220.06%0.08%0.11%Q4 2019Q1 20202
M&T BANK CORP 220.00%0.00%0.00%Q1 2014Q2 20142
Stonebridge Financial Planning Group, LLC 220.20%0.27%0.34%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.07%0.07%0.07%Q4 2022Q3 20232
NORTHERN TRUST CORP 110.00%0.00%0.00%Q4 2014Q2 20232
Ullmann Wealth Partners Group, LLC 220.02%0.02%0.03%Q1 2017Q2 20172
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
SECURITY NATIONAL TRUST CO 220.00%0.00%0.00%Q4 2019Q1 20202
Janney Capital Management LLC 220.03%0.03%0.03%Q2 2013Q3 20132
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
EWG Elevate Inc. 111.81%1.92%2.02%Q2 2020Q2 20222
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Strengthening Families & Communities, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Echo Point Investment Management, LLC 220.00%0.01%0.01%Q2 2013Q3 20132
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q4 20132
Columbus Macro, LLC 220.86%1.35%1.84%Q2 2020Q3 20202
SEAVIEW INVESTMENT MANAGERS LLC 220.87%0.97%1.07%Q3 2020Q4 20202
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q1 2023Q3 20232
INTEGRATED WEALTH COUNSEL, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q2 2018Q3 20182
J.Safra Asset Management Corp 220.12%0.75%1.37%Q2 2016Q3 20162
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.02%Q3 2018Q4 20192
CPR Investments Inc. 113.07%3.29%3.52%Q1 2023Q3 20232
Phoenix Holdings Ltd. 221.90%2.04%2.18%Q2 2023Q3 20232
KWMG, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Security Financial Services, INC. 220.06%0.11%0.15%Q2 2023Q3 20232
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 220.01%0.01%0.01%Q2 2013Q3 20132
Estate Counselors, LLC 220.31%0.32%0.33%Q2 2013Q3 20132
Founders Capital Management 220.01%0.01%0.01%Q3 2023Q4 20232
EASTERN BANK 220.05%0.05%0.05%Q2 2013Q3 20132
Manchester Capital Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Optiver Holding B.V. 220.00%0.00%0.00%Q2 2023Q3 20232
RMR Wealth Builders 220.00%0.00%0.00%Q4 2020Q1 20212
CENTAURUS FINANCIAL, INC. 110.00%0.01%0.01%Q2 2018Q2 20232
Detwiler Fenton Investment Management LLC 220.20%0.21%0.22%Q4 2009Q1 20102
Financial & Tax Architects, LLC 110.40%0.64%0.89%Q1 2021Q3 20212
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Ascent Group, LLC 110.18%0.23%0.27%Q2 2022Q4 20222
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.04%Q2 2017Q2 20232
Providence Capital Advisors, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Partners Group Holding AG 220.07%0.08%0.08%Q2 2013Q3 20132
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LGT Financial Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Jane Street Holding, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WealthOne, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Biltmore Family Office, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Beaumont Capital Management, LLC 112.46%2.46%2.46%Q4 2022Q4 20221
RPg Family Wealth Advisory, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.01%0.01%0.01%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Vienna Asset Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Verition Fund Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Archer Investment Corp 110.00%0.00%0.00%Q1 2019Q1 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Virtue Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q3 2019Q3 20191
Eldridge Investment Advisors, Inc. 110.79%0.79%0.79%Q3 2023Q3 20231
Ignite Planners, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
UNITED MARITIME CAPITAL LLC 110.22%0.22%0.22%Q1 2021Q1 20211
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Investmark Advisory Group LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.07%0.07%0.07%Q4 2022Q4 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Henrickson Nauta Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
First Heartland Consultants, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
CHARTIST INC /CA/ 110.12%0.12%0.12%Q3 2013Q3 20131
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2023Q1 20231
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Keeler Thomas Management LLC 110.63%0.63%0.63%Q2 2019Q2 20191
Ionic Capital Management LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Triangle Securities Wealth Management 110.10%0.10%0.10%Q2 2013Q2 20131
First Personal Financial Services 110.00%0.00%0.00%Q4 2015Q4 20151
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Corient Private Wealth LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Koss-Olinger Consulting, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
Hanlon Investment Management, Inc. 110.12%0.12%0.12%Q4 2022Q4 20221
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2022Q2 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
LITTLE HOUSE CAPITAL LLC 110.13%0.13%0.13%Q1 2019Q1 20191
Ground Swell Capital, LLC 110.15%0.15%0.15%Q3 2014Q3 20141
INSIGNEO ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
DIXON HUBARD FEINOUR & BROWN INC/VA 110.08%0.08%0.08%Q1 2015Q1 20151
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Continuum Advisory, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Simplicity Solutions, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Affinity Capital Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Kingsview Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
MOTCO 110.00%0.00%0.00%Q4 2018Q4 20181
Balentine LLC 110.00%0.00%0.00%Q3 2022Q3 20221
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Destination Wealth Management 110.02%0.02%0.02%Q2 2015Q2 20151
Covenant Multifamily Offices, LLC 110.08%0.08%0.08%Q4 2013Q4 20131
Oasis Management Co Ltd. 111.88%1.88%1.88%Q4 2017Q4 20171
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.02%0.02%0.02%Q3 2017Q3 20171
ASB Consultores, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Cinctive Capital Management LP 110.04%0.04%0.04%Q2 2021Q2 20211
Rice Partnership, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
AMERICAFIRST CAPITAL MANAGEMENT, LLC 111.29%1.29%1.29%Q4 2014Q4 20141
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q2 2014Q2 20141
Trexquant Investment LP 110.05%0.05%0.05%Q1 2020Q1 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.00%0.00%Q1 2014Q1 20141
PVG ASSET MANAGEMENT CORP 110.23%0.23%0.23%Q3 2018Q3 20181
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.04%0.04%0.04%Q2 2021Q2 20211
Wealth Alliance 110.05%0.05%0.05%Q3 2023Q3 20231
Essex Savings Bank 110.03%0.03%0.03%Q4 2018Q4 20181
Pathlight Investors LLC 110.34%0.34%0.34%Q4 2018Q4 20181
Concorde Asset Management, LLC 110.31%0.31%0.31%Q4 2018Q4 20181
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Oak Asset Management, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Samalin Investment Counsel, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
CAZENOVE CAPITAL MANAGEMENT LTD 110.04%0.04%0.04%Q2 2013Q2 20131
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Efficient Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Csenge Advisory Group 110.14%0.14%0.14%Q4 2022Q4 20221
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
WealthPlan Investment Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2023Q3 20231
CITY NATIONAL BANK 110.00%0.00%0.00%Q1 2015Q1 20151
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Financial Advocates Investment Management 110.01%0.01%0.01%Q4 2017Q4 20171
Pointe Capital Management LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Ceros Financial Services Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Keebeck Wealth Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
55I, LLC 110.17%0.17%0.17%Q3 2022Q3 20221
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Asset Planning Services, Ltd. 110.02%0.02%0.02%Q2 2015Q2 20151
Almanack Investment Partners, LLC. 110.04%0.04%0.04%Q3 2022Q3 20221
Del Mar Asset Management, LP 110.14%0.14%0.14%Q2 2013Q2 20131
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2022Q1 20221
TRUE Private Wealth Advisors 110.46%0.46%0.46%Q4 2015Q4 20151
Nalls Sherbakoff Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Barton Investment Management 110.00%0.00%0.00%Q4 2015Q4 20151
Tranquility Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Aveo Capital Partners, LLC 110.40%0.40%0.40%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FolioMetrix LLC 111.77%1.77%1.77%Q4 2014Q4 20141
ABERDEEN ASSET MANAGEMENT PLC/UK 110.01%0.01%0.01%Q1 2014Q1 20141
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q4 2015Q4 20151
CFM WEALTH PARTNERS LLC 110.01%0.01%0.01%Q4 2019Q4 20191
External links

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