ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
FIFTH THIRD BANCORP 42420.00%0.03%0.07%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
Arete Wealth Advisors, LLC 40400.00%0.25%0.47%Q4 2013Q3 202340
BANK OF MONTREAL /CAN/ 3720.00%0.00%0.00%Q4 2013Q3 202339
CITIGROUP INC 2710.00%0.00%0.00%Q2 2013Q3 202338
LPL Financial LLC 26120.00%0.01%0.15%Q2 2013Q3 202338
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.04%0.50%Q4 2013Q3 202335
Fisher Asset Management, LLC 34340.00%0.00%0.00%Q2 2015Q3 202334
US BANCORP \DE\ 2490.00%0.00%0.00%Q2 2013Q3 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2010.00%0.00%0.02%Q2 2013Q4 202233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.01%Q2 2013Q2 202332
JANE STREET GROUP, LLC 1110.00%0.01%0.04%Q1 2014Q3 202332
Geneos Wealth Management Inc. 30300.00%0.00%0.00%Q1 2016Q2 202330
QUANTUM CAPITAL MANAGEMENT 30300.06%0.15%0.34%Q2 2013Q3 202030
Cambridge Investment Research Advisors, Inc. 1030.00%0.01%0.04%Q1 2014Q3 202329
Advisory Services Network, LLC 1320.00%0.01%0.11%Q4 2014Q1 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 2530.00%0.00%0.02%Q4 2013Q4 202128
AMERIPRISE FINANCIAL INC 2520.00%0.00%0.01%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.04%Q2 2013Q4 201927
NOMURA ASSET MANAGEMENT CO LTD 26260.00%0.01%0.02%Q3 2013Q4 201926
Cetera Advisors LLC 15100.00%0.04%0.12%Q4 2016Q3 202325
Front Row Advisors LLC 24240.08%0.12%0.21%Q4 2017Q3 202324
CWM, LLC 1680.00%0.45%0.99%Q3 2017Q3 202324
Ayalon Insurance Comp Ltd. 24241.11%1.90%3.46%Q4 2017Q3 202324
Family Firm, Inc. 23230.11%0.14%0.18%Q1 2018Q3 202323
HOLDERNESS INVESTMENTS CO 23230.09%0.27%0.80%Q4 2015Q2 202123
FIL Ltd 23230.00%0.03%0.07%Q3 2016Q1 202223
Tower Research Capital LLC (TRC) 1910.00%0.00%0.01%Q4 2013Q3 202323
HOWE & RUSLING INC 1930.00%0.00%0.00%Q2 2013Q4 201822
Citadel Advisors 810.00%0.00%0.01%Q2 2015Q2 202322
Perigon Wealth Management, LLC 910.01%0.18%0.36%Q4 2013Q1 202222
COMMONWEALTH EQUITY SERVICES, LLC 11100.00%0.01%0.04%Q4 2017Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
WASHINGTON TRUST BANK 21210.00%0.01%0.03%Q1 2014Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.34%Q3 2018Q3 202321
JPMORGAN CHASE & CO 2010.00%0.00%0.01%Q3 2016Q3 202321
Creative Planning 810.00%0.00%0.00%Q2 2013Q2 202320
Private Advisor Group, LLC 710.00%0.01%0.03%Q3 2014Q3 202320
BARCLAYS PLC 1820.00%0.00%0.00%Q4 2015Q3 202120
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
JUNCTURE WEALTH STRATEGIES, LLC 1810.14%0.45%0.76%Q3 2015Q4 202019
HSBC HOLDINGS PLC 660.00%0.00%0.01%Q1 2012Q2 202218
BESSEMER GROUP INC 710.00%0.01%0.07%Q4 2016Q3 202318
RAYMOND JAMES & ASSOCIATES 1080.00%0.01%0.02%Q4 2016Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q1 2014Q3 202318
Brookstone Capital Management 820.01%0.10%0.40%Q1 2015Q4 202117
Anchor Investment Management, LLC 1160.00%0.00%0.00%Q4 2017Q4 202317
AdvisorNet Financial, Inc 17170.00%0.03%0.13%Q3 2019Q3 202317
Steward Partners Investment Advisory, LLC 1150.00%0.01%0.05%Q2 2019Q3 202316
Kistler-Tiffany Companies, LLC 16160.00%0.00%0.01%Q2 2013Q1 201716
Raymond James Financial Services Advisors, Inc. 1060.00%0.01%0.01%Q3 2017Q3 202316
Valeo Financial Advisors, LLC 1510.00%0.01%0.02%Q3 2017Q3 202316
IFP Advisors, Inc 1060.00%0.01%0.02%Q4 2016Q3 202316
Janney Montgomery Scott LLC 1050.00%0.05%0.27%Q4 2016Q3 202315
STIFEL FINANCIAL CORP 870.00%0.00%0.01%Q1 2017Q4 202215
Salomon & Ludwin, LLC 15150.61%0.73%0.86%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.04%0.20%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.08%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Corbenic Partners LLC 1410.06%0.13%0.25%Q2 2013Q2 201715
Jacobi Capital Management LLC 14140.00%0.00%0.00%Q2 2017Q3 202014
SG Americas Securities, LLC 610.00%0.03%0.12%Q2 2013Q3 201714
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q1 2012Q2 202214
MML INVESTORS SERVICES, LLC 1010.00%0.06%0.33%Q3 2017Q3 202314
Private Capital Group, LLC 850.00%0.03%0.14%Q4 2017Q2 202213
Newfound Research LLC 812.44%4.11%7.73%Q2 2016Q2 202013
BlackRock Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
QUADRANT CAPITAL GROUP LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
TD Capital Management LLC 13130.00%0.01%0.01%Q1 2017Q1 202013
Avion Wealth 13130.00%0.00%0.01%Q3 2020Q3 202313
People's United Financial, Inc. 13130.00%0.00%0.01%Q2 2013Q2 201613
FineMark National Bank & Trust 13130.00%0.00%0.00%Q2 2013Q2 201613
NEXT Financial Group, Inc 410.00%0.02%0.10%Q3 2014Q4 202113
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
ASSETMARK, INC 410.00%0.09%0.85%Q3 2014Q3 202112
Hudock, Inc. 12120.01%0.02%0.02%Q1 2017Q4 201912
Stonehage Fleming Financial Services Holdings Ltd 12120.00%0.02%0.04%Q4 2017Q3 202012
CREDIT SUISSE AG/ 1020.00%0.00%0.00%Q3 2013Q2 202212
Millburn Ridgefield Corp 12120.00%0.00%0.00%Q2 2020Q1 202312
M&T BANK CORP 12120.01%0.05%0.47%Q4 2020Q3 202312
SENTINEL TRUST CO LBA 12120.15%0.30%0.40%Q4 2020Q3 202312
Financial Architects, Inc 12120.02%0.02%0.02%Q3 2017Q2 202012
WRAPMANAGER INC 840.07%0.39%0.75%Q2 2016Q4 201912
Parallel Advisors, LLC 1010.00%0.00%0.00%Q4 2016Q3 202311
Global Retirement Partners, LLC 720.00%0.01%0.02%Q2 2018Q3 202311
NewEdge Advisors, LLC 1010.00%0.07%0.31%Q2 2017Q3 202311
GREENWOOD CAPITAL ASSOCIATES LLC 11110.00%0.46%1.20%Q1 2021Q3 202311
Compagnie Lombard Odier SCmA 920.00%0.00%0.00%Q4 2013Q4 201611
Sunflower Bank, N.A. 11110.12%0.26%0.47%Q1 2021Q3 202311
Slow Capital, Inc. 11110.32%0.59%0.86%Q4 2017Q2 202011
MPS Loria Financial Planners, LLC 810.08%0.10%0.14%Q2 2017Q1 202211
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.02%0.05%Q2 2021Q3 202310
Virtu KCG Holdings LLC 810.01%0.02%0.05%Q3 2013Q3 201610
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.04%Q1 2021Q3 202310
SCHRODER INVESTMENT MANAGEMENT GROUP 640.00%0.00%0.01%Q2 2015Q4 202210
BLAIR WILLIAM & CO/IL 10100.00%0.00%0.00%Q2 2021Q3 202310
CLIENT 1ST ADVISORY GROUP, LLC 10100.20%0.93%1.82%Q2 2021Q3 202310
Spire Wealth Management 10100.09%0.14%0.20%Q2 2021Q3 202310
TRUIST FINANCIAL CORP 10100.00%0.00%0.01%Q2 2021Q3 202310
Cetera Investment Advisers 10100.00%0.02%0.07%Q2 2021Q3 202310
Ancora Advisors LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
SCOTIA CAPITAL INC. 10100.00%0.01%0.01%Q2 2021Q3 202310
Madden Advisory Services, Inc. 710.01%0.01%0.02%Q2 2013Q1 201710
Strategic Blueprint, LLC 10100.03%0.23%0.57%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.03%0.04%0.05%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 910.00%0.01%0.02%Q2 2017Q3 202310
Richard Bernstein Advisors LLC 10100.00%1.12%1.95%Q2 2021Q3 202310
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 820.00%0.06%0.12%Q4 2020Q3 202310
Clearview Wealth Advisors LLC 990.06%0.40%1.29%Q2 2021Q2 20239
Commonwealth Equity Services, Inc 410.01%0.02%0.02%Q2 2013Q3 20179
PICTET ASSET MANAGEMENT LTD 310.00%0.00%0.01%Q4 2016Q2 20219
Aptus Capital Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.03%0.05%Q4 2019Q4 20219
AVIANCE CAPITAL MANAGEMENT, LLC 990.26%0.30%0.33%Q1 2017Q1 20199
Qube Research & Technologies Ltd 810.00%0.00%0.01%Q2 2021Q3 20239
GREENLEAF TRUST 990.02%0.07%0.13%Q2 2017Q2 20199
Rosenberg Matthew Hamilton 990.04%0.16%0.32%Q3 2021Q3 20239
Harel Insurance Investments & Financial Services Ltd. 810.00%0.02%0.06%Q2 2016Q4 20189
KCS Wealth Advisory 990.69%0.83%0.93%Q4 2017Q4 20199
TUCKER ASSET MANAGEMENT LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Snowden Capital Advisors LLC 810.02%0.06%0.12%Q2 2021Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 630.07%0.51%1.54%Q2 2021Q3 20239
PARK AVENUE SECURITIES LLC 720.02%0.55%1.98%Q3 2019Q4 20219
OPTIMUM INVESTMENT ADVISORS 880.00%0.00%0.00%Q1 2022Q4 20238
OLD MISSION CAPITAL LLC 620.02%0.05%0.10%Q2 2016Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
EDMOND DE ROTHSCHILD HOLDING S.A. 620.00%0.00%0.00%Q3 2017Q3 20238
City State Bank 880.00%0.04%0.10%Q4 2021Q3 20238
Crosspoint Capital Strategies, LLC 880.00%0.03%0.11%Q4 2013Q3 20158
10-15 ASSOCIATES, INC. 880.22%0.24%0.27%Q2 2013Q1 20158
BANK HAPOALIM BM 880.06%0.36%0.53%Q2 2014Q1 20168
Integrity Financial Corp /WA 880.00%0.00%0.01%Q4 2021Q3 20238
Cambria Investment Management, L.P. 510.58%0.86%1.12%Q2 2015Q4 20228
Lindbrook Capital, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Mandatum Life Insurance Co Ltd 610.01%0.07%0.11%Q4 2017Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 510.02%0.08%0.18%Q2 2020Q2 20238
Rise Advisors, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
FRANKLIN RESOURCES INC 880.00%0.00%0.00%Q4 2021Q3 20238
Cetera Advisor Networks LLC 710.00%0.02%0.04%Q2 2020Q4 20228
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.01%Q3 2018Q1 20238
Kestra Advisory Services, LLC 880.01%0.05%0.12%Q2 2021Q1 20238
MMBG INVESTMENT ADVISORS CO. 880.08%0.12%0.22%Q4 2021Q3 20238
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 520.13%0.27%0.56%Q4 2020Q1 20237
CIBC WORLD MARKET INC. 770.00%0.00%0.00%Q3 2018Q1 20207
Raab & Moskowitz Asset Management LLC 770.12%0.24%0.41%Q3 2017Q1 20197
Concord Wealth Partners 430.00%0.01%0.02%Q4 2021Q3 20237
Venturi Wealth Management, LLC 610.00%0.07%0.17%Q2 2021Q1 20237
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q2 2021Q4 20227
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 770.01%0.01%0.01%Q1 2021Q3 20227
CENTAURUS FINANCIAL, INC. 430.00%0.11%0.30%Q4 2017Q1 20227
MERCER GLOBAL ADVISORS INC /ADV 770.01%0.02%0.03%Q2 2021Q4 20227
Aspire Private Capital, LLC 520.00%0.07%0.09%Q4 2018Q4 20227
Virtu Financial LLC 310.02%0.07%0.15%Q3 2017Q1 20237
AlphaCore Capital LLC 610.00%0.00%0.00%Q3 2021Q3 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q4 2016Q2 20187
Renaissance Technologies 770.00%0.00%0.00%Q2 2021Q4 20227
Aspire Wealth Management Corp 770.00%0.03%0.16%Q4 2021Q2 20237
LEO BROKERAGE, LLC 320.57%0.69%0.89%Q1 2021Q2 20237
Maryland Capital Management 610.11%0.12%0.13%Q4 2018Q1 20227
THRIVENT FINANCIAL FOR LUTHERANS 440.01%0.02%0.03%Q2 2021Q1 20227
American Portfolios Advisors 610.00%0.01%0.03%Q4 2017Q3 20227
CAROLINAS WEALTH CONSULTING LLC 770.00%0.00%0.00%Q1 2020Q3 20217
PRUDENTIAL FINANCIAL INC 520.00%0.00%0.01%Q1 2018Q2 20227
ICICI Prudential Asset Management Co Ltd 770.22%0.38%0.53%Q1 2022Q3 20237
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 770.04%0.05%0.06%Q2 2013Q4 20147
McIlrath & Eck, LLC 770.07%0.13%0.18%Q1 2022Q3 20237
TFO Wealth Partners, LLC 660.00%0.02%0.12%Q2 2022Q3 20236
Vestmark Advisory Solutions, Inc. 660.02%0.03%0.03%Q2 2021Q3 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
TRANSCEND CAPITAL ADVISORS, LLC 660.14%0.20%0.33%Q2 2021Q3 20226
Beaumont Financial Partners, LLC 410.02%0.32%0.90%Q2 2014Q2 20216
Outlook Wealth Advisors, LLC 661.80%2.17%2.44%Q2 2021Q3 20226
SVB WEALTH LLC 660.01%0.01%0.02%Q2 2021Q3 20226
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 660.00%0.00%0.01%Q2 2021Q3 20226
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
PATRON PARTNERS, LLC 660.27%0.28%0.30%Q2 2021Q3 20226
LAZARD ASSET MANAGEMENT LLC 660.02%0.03%0.03%Q4 2016Q1 20186
Avior Wealth Management, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
ALLIANCEBERNSTEIN L.P. 660.00%0.01%0.02%Q3 2016Q4 20176
WealthShield Partners, LLC 330.01%0.26%0.69%Q2 2021Q3 20236
Merriman Wealth Management, LLC 510.23%0.55%0.66%Q4 2016Q3 20186
Northwest Capital Management Inc 420.07%0.94%2.16%Q3 2021Q3 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2013Q4 20146
Telos Capital Management, Inc. 660.39%0.46%0.54%Q4 2016Q1 20186
BHF Kleinwort Benson Group S.A. 660.01%0.03%0.04%Q1 2014Q2 20156
CREDIT AGRICOLE S A 420.00%0.00%0.02%Q3 2013Q4 20156
SIGNATUREFD, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.11%0.38%0.60%Q2 2015Q1 20236
NewSquare Capital LLC 660.00%0.29%0.58%Q2 2013Q3 20146
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Mutual Advisors, LLC 660.01%0.03%0.03%Q2 2021Q3 20226
Bernardo Wealth Planning LLC 660.21%1.81%2.81%Q2 2021Q3 20226
HighTower Advisors, LLC 310.00%0.01%0.01%Q1 2018Q3 20236
WealthPLAN Partners, LLC 310.00%0.01%0.03%Q4 2015Q4 20216
Hirtle Callaghan & Co LLC 660.00%0.00%0.00%Q3 2013Q4 20146
SYNOVUS FINANCIAL CORP 420.00%0.00%0.00%Q1 2017Q4 20186
TCWP LLC 660.28%0.42%0.92%Q4 2021Q1 20236
Lido Advisors, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Advisors Preferred, LLC 110.01%0.07%0.19%Q1 2014Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.02%0.04%Q2 2021Q4 20226
Mirae Asset Global Investments Co., Ltd. 210.01%0.11%0.43%Q1 2009Q3 20186
WOLFF WIESE MAGANA LLC 660.08%0.08%0.08%Q2 2021Q3 20226
Bank of New York Mellon Corp 310.00%0.00%0.00%Q4 2015Q3 20226
Linscomb & Williams, Inc. 420.01%0.01%0.02%Q2 2018Q4 20216
Perella Weinberg Partners Capital Management LP 330.32%0.68%1.16%Q3 2016Q1 20186
FDx Advisors, Inc. 660.01%0.02%0.02%Q2 2021Q3 20226
Cedar Brook Financial Partners, LLC 210.05%0.05%0.06%Q2 2021Q3 20236
AMP Capital Investors Ltd 420.02%0.11%0.30%Q2 2013Q4 20166
FLC Capital Advisors 550.08%0.27%0.53%Q2 2021Q2 20225
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
Cypress Wealth Services, LLC 550.14%0.29%0.44%Q2 2021Q2 20225
First Horizon Advisors, Inc. 320.00%0.02%0.04%Q2 2021Q3 20225
Ten Capital Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2021Q1 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
AE Wealth Management LLC 410.01%0.05%0.08%Q4 2018Q1 20225
Strategic Asset Management, LLC 550.03%0.38%0.57%Q3 2021Q3 20225
Patriot Financial Group Insurance Agency, LLC 550.01%0.10%0.16%Q2 2021Q2 20225
Concorde Asset Management, LLC 320.16%0.43%0.66%Q1 2019Q4 20215
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q4 2017Q4 20185
Quad-Cities Investment Group, LLC 550.01%0.01%0.01%Q2 2018Q2 20195
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q1 2022Q1 20235
EXANE DERIVATIVES 550.01%0.01%0.02%Q2 2021Q2 20225
Csenge Advisory Group 410.03%0.08%0.26%Q4 2019Q1 20225
Cardinal Strategic Wealth Guidance 550.00%0.50%1.54%Q3 2021Q3 20225
Belpointe Asset Management LLC 320.00%0.03%0.06%Q2 2021Q1 20235
Foundations Investment Advisors, LLC 550.02%0.10%0.16%Q2 2021Q2 20225
Bay Harbor Wealth Management, LLC 410.00%0.51%1.06%Q4 2020Q1 20225
Sigma Planning Corp 550.01%0.03%0.05%Q2 2021Q2 20225
Semmax Financial Advisors Inc. 550.06%0.07%0.08%Q4 2018Q4 20195
Vigilant Capital Management, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
RFG Advisory, LLC 440.04%0.11%0.22%Q2 2021Q1 20224
55I, LLC 440.06%1.29%2.04%Q2 2021Q1 20224
Diversified, LLC 449.72%10.48%11.48%Q2 2021Q1 20224
PATTON ALBERTSON MILLER GROUP, LLC 440.11%0.19%0.27%Q2 2021Q1 20224
Selective Wealth Management, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
MCIA Inc 440.36%0.59%0.78%Q2 2021Q1 20224
Williams Financial, LLC 440.30%0.94%1.43%Q2 2021Q1 20224
Day & Ennis, LLC 440.25%0.89%1.15%Q2 2021Q1 20224
B. Riley Wealth Advisors, Inc. 440.01%0.10%0.14%Q2 2021Q1 20224
Farther Finance Advisors, LLC 440.00%0.02%0.03%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Financial Advocates Investment Management 440.01%0.02%0.04%Q2 2021Q1 20224
AVANTAX ADVISORY SERVICES, INC. 440.01%0.01%0.02%Q2 2021Q1 20224
BARINGS LLC 440.02%0.04%0.08%Q4 2017Q3 20184
Nalls Sherbakoff Group, LLC 310.01%0.01%0.02%Q4 2018Q3 20234
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.20%0.48%0.94%Q4 2017Q3 20184
Daiwa SB Investments Ltd. 440.01%0.02%0.03%Q2 2018Q1 20194
Sandy Spring Bank 440.00%0.00%0.00%Q4 2022Q3 20234
IFG Advisory, LLC 440.04%0.04%0.05%Q2 2021Q1 20224
Centurion Wealth Management LLC 441.42%1.46%1.55%Q4 2022Q3 20234
Apollon Wealth Management, LLC 210.00%0.05%0.08%Q2 2020Q1 20234
Joel Isaacson & Co., LLC 440.00%0.00%0.00%Q1 2016Q4 20164
StoneX Group Inc. 310.05%0.12%0.34%Q2 2017Q4 20214
Baystate Wealth Management LLC 440.00%0.02%0.03%Q2 2021Q1 20224
Horst & Graben Wealth Management LLC 440.06%0.95%1.35%Q2 2021Q1 20224
Interchange Capital Partners, LLC 440.24%0.37%0.51%Q4 2021Q3 20224
Private Wealth Advisors, Inc. 440.10%0.11%0.12%Q2 2014Q1 20154
Sowell Financial Services LLC 310.00%0.00%0.00%Q3 2019Q1 20214
WEALTHSOURCE PARTNERS, LLC 440.02%0.73%1.13%Q2 2021Q1 20224
CoreCap Advisors, LLC 310.01%0.02%0.04%Q4 2021Q4 20224
Lineweaver Wealth Advisors, LLC 440.86%1.35%2.07%Q2 2021Q1 20224
EQ LLC 441.86%2.13%2.33%Q2 2021Q1 20224
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q3 2014Q3 20214
Mount Yale Investment Advisors, LLC 310.05%0.12%0.17%Q2 2018Q4 20214
METROPOLITAN LIFE INSURANCE CO/NY 440.00%0.01%0.01%Q2 2013Q1 20144
Stratos Wealth Advisors, LLC 440.02%0.13%0.18%Q2 2021Q1 20224
Spectrum Management Group, LLC 440.01%0.51%0.81%Q2 2021Q1 20224
Tradition Wealth Management, LLC 440.00%0.16%0.28%Q2 2021Q1 20224
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 440.17%1.33%1.87%Q2 2021Q1 20224
GRIES FINANCIAL LLC 440.08%0.55%0.73%Q2 2021Q1 20224
COOKSON PEIRCE & CO INC 310.02%0.03%0.04%Q4 2019Q2 20224
Marks Group Wealth Management, Inc 330.04%0.07%0.13%Q2 2021Q4 20213
Quadrant Private Wealth Management, LLC 330.10%0.12%0.13%Q2 2021Q4 20213
Stokes Family Office, LLC 331.25%1.40%1.54%Q2 2021Q4 20213
CAHILL FINANCIAL ADVISORS INC 330.07%0.26%0.40%Q3 2021Q1 20223
Orion Portfolio Solutions, LLC 330.01%0.03%0.04%Q2 2021Q4 20213
Avidian Wealth Solutions, LLC 330.03%0.05%0.07%Q2 2021Q4 20213
SUTTON PLACE INVESTORS LLC 330.31%0.40%0.56%Q4 2021Q2 20223
SigFig Wealth Management, LLC 330.05%0.07%0.08%Q2 2021Q4 20213
CreativeOne Wealth, LLC 330.38%0.46%0.51%Q2 2021Q4 20213
SWMG, LLC 331.27%1.73%2.07%Q2 2021Q4 20213
Cooper Financial Group 330.20%1.22%1.86%Q2 2021Q4 20213
Austin Private Wealth, LLC 330.55%0.70%0.83%Q2 2021Q4 20213
ONE Advisory Partners, LLC 331.60%2.08%2.47%Q2 2021Q4 20213
Cerity Partners LLC 330.00%0.00%0.01%Q4 2022Q2 20233
WHITTIER TRUST CO 330.01%0.01%0.01%Q3 2015Q1 20163
4J Wealth Management LLC 331.45%1.52%1.59%Q2 2021Q4 20213
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Truadvice, LLC 330.44%0.54%0.66%Q2 2021Q4 20213
EverSource Wealth Advisors, LLC 330.00%0.02%0.05%Q4 2021Q2 20223
Regal Investment Advisors LLC 330.12%0.15%0.18%Q2 2021Q4 20213
VIVID FINANCIAL MANAGEMENT, INC. 331.94%2.13%2.34%Q2 2021Q4 20213
BNP PARIBAS FINANCIAL MARKETS 330.00%0.00%0.00%Q2 2021Q4 20213
Summit X, LLC 330.38%0.51%0.62%Q2 2021Q4 20213
OPPENHEIMER & CO INC 210.01%0.13%0.19%Q2 2013Q4 20173
Successful Portfolios LLC 330.16%0.19%0.22%Q2 2021Q4 20213
Beacon Financial Advisory LLC 330.10%0.12%0.14%Q2 2021Q4 20213
FinTrust Capital Advisors, LLC 330.03%0.07%0.11%Q3 2021Q1 20223
Spectrum Planning & Advisory Services Inc. 331.28%1.60%1.87%Q2 2021Q4 20213
Equitable Holdings, Inc. 330.05%0.06%0.07%Q2 2021Q4 20213
Riggs Asset Managment Co. Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
COMERICA SECURITIES,INC. 330.20%0.27%0.35%Q2 2021Q4 20213
HawsGoodwin Investment Management LLC 330.76%1.04%1.26%Q2 2021Q4 20213
Savior LLC 330.00%0.02%0.03%Q2 2021Q4 20213
PICTET ASSET MANAGEMENT SA 330.00%0.01%0.02%Q3 2021Q1 20223
Icon Wealth Partners, LLC 330.48%0.59%0.69%Q2 2021Q4 20213
SIMON QUICK ADVISORS, LLC 110.00%0.01%0.01%Q1 2017Q1 20193
Atria Investments, Inc 330.15%0.20%0.24%Q2 2021Q4 20213
V Wealth Advisors LLC 330.03%0.03%0.04%Q2 2021Q4 20213
Biltmore Capital Advisors LLC 330.52%0.70%0.84%Q2 2021Q4 20213
Lloyd Advisory Services, LLC. 330.00%0.01%0.03%Q2 2021Q4 20213
Pettinga Financial Advisors LLC 331.38%2.00%2.60%Q2 2021Q4 20213
Keystone Wealth Services, LLC 330.11%0.30%0.47%Q4 2021Q2 20223
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
High Falls Advisors, Inc 331.49%1.99%2.46%Q2 2021Q4 20213
MA Private Wealth 330.18%1.37%1.96%Q3 2021Q1 20223
Better Money Decisions, LLC 210.01%0.01%0.02%Q2 2021Q2 20223
CFS Investment Advisory Services, LLC 330.03%0.68%1.33%Q3 2021Q1 20223
True Link Financial Advisors, LLC 330.01%0.06%0.09%Q2 2021Q4 20213
Genesis Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2014Q2 20153
Robertson Stephens Wealth Management, LLC 330.08%0.12%0.13%Q2 2021Q4 20213
Private Portfolio Partners LLC 330.15%0.20%0.24%Q2 2021Q4 20213
HT Partners LLC 331.44%1.71%1.97%Q4 2014Q2 20153
OmniStar Financial Group, Inc. 330.21%0.26%0.31%Q2 2021Q4 20213
Sharkey, Howes & Javer 331.17%1.62%2.02%Q2 2021Q4 20213
Integrated Wealth Concepts LLC 330.27%0.30%0.35%Q2 2021Q4 20213
Stratos Wealth Partners, LTD. 210.01%0.01%0.02%Q4 2017Q3 20183
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.00%0.00%Q4 2021Q2 20223
Lantz Financial LLC 330.21%0.25%0.28%Q2 2021Q4 20213
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
HYA Advisors, Inc 330.81%0.87%0.94%Q3 2021Q1 20223
BAKER TILLY WEALTH MANAGEMENT, LLC 330.03%0.08%0.11%Q2 2021Q4 20213
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Capital Asset Advisory Services LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Western Wealth Management, LLC 210.02%0.03%0.03%Q2 2021Q1 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
NORTHERN TRUST CORP 330.00%0.00%0.00%Q3 2021Q1 20223
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q3 20233
Baird Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Tri-Star Advisors Inc. 331.52%2.05%2.41%Q2 2021Q4 20213
CX Institutional 330.08%0.09%0.12%Q2 2022Q4 20223
SteelPeak Wealth, LLC 330.29%0.41%0.53%Q2 2021Q4 20213
Trek Financial, LLC 330.15%0.20%0.24%Q2 2021Q4 20213
Phoenix Holdings Ltd. 330.47%0.52%0.56%Q1 2023Q3 20233
Ifrah Financial Services, Inc. 330.07%0.07%0.08%Q3 2022Q1 20233
Fortis Advisors, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Spectrum Asset Management, Inc. (NB/CA) 330.74%1.19%1.62%Q2 2021Q4 20213
Wealth Alliance 330.34%0.37%0.43%Q2 2021Q4 20213
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Argent Wealth Management LLC 330.06%0.13%0.24%Q4 2019Q2 20203
BMS Financial Advisors, LLC 111.06%1.08%1.09%Q4 2021Q4 20223
AVAII WEALTH MANAGEMENT, LLC 332.94%3.06%3.17%Q4 2021Q2 20223
Placemark Investments, Inc. 330.01%0.02%0.02%Q2 2014Q4 20143
One Wealth Advisors, LLC 330.75%0.86%0.92%Q2 2021Q4 20213
PAX Financial Group, LLC 331.37%1.79%2.13%Q2 2021Q4 20213
Intrua Financial, LLC 330.05%0.06%0.07%Q2 2021Q4 20213
Keebeck Wealth Management, LLC 330.19%0.24%0.27%Q2 2021Q4 20213
Physician Wealth Advisors, Inc. 330.77%0.93%1.04%Q2 2021Q4 20213
Invst, LLC 330.24%0.39%0.47%Q2 2021Q4 20213
UMB Bank, n.a. 330.00%0.00%0.00%Q4 2021Q2 20223
TRUE Private Wealth Advisors 330.07%0.09%0.11%Q2 2021Q4 20213
Kovack Advisors, Inc. 330.02%0.02%0.03%Q2 2021Q4 20213
MCMORGAN & CO LLC 331.18%1.78%2.38%Q2 2021Q4 20213
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q4 2017Q2 20213
NWAM LLC 330.09%0.13%0.17%Q2 2021Q4 20213
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 210.00%0.00%0.00%Q4 2013Q3 20143
Hanlon Investment Management, Inc. 330.06%0.08%0.10%Q2 2021Q4 20213
Gradient Investments LLC 110.00%0.00%0.00%Q4 2013Q3 20212
FIRETHORN WEALTH PARTNERS, LLC 111.08%1.41%1.75%Q2 2021Q4 20212
Aveo Capital Partners, LLC 110.17%0.72%1.26%Q4 2019Q2 20212
Choate Investment Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
PFG Advisors 220.04%0.04%0.04%Q3 2021Q4 20212
Newbridge Financial Services Group, Inc. 220.01%0.02%0.02%Q3 2021Q4 20212
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Veracity Capital LLC 220.08%0.09%0.10%Q2 2021Q3 20212
Strategic Investment Advisors / MI 220.19%0.21%0.23%Q4 2018Q1 20192
First Heartland Consultants, Inc. 220.04%0.04%0.04%Q2 2021Q3 20212
Virtue Capital Management, LLC 220.01%0.01%0.02%Q4 2017Q1 20182
MCKINLEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2017Q3 20172
New Republic Capital, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
TORONTO DOMINION BANK 220.00%0.00%0.00%Q1 2023Q2 20232
Dentgroup LLC 220.19%0.21%0.22%Q4 2021Q1 20222
Karn, Couzens & Associates, Inc. 220.14%0.15%0.15%Q4 2021Q1 20222
RHS Financial, LLC 220.17%0.18%0.20%Q3 2021Q4 20212
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q4 20222
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q3 2022Q4 20222
Oxler Private Wealth LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Pacifica Partners Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
FAS Wealth Partners, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Cascadia Advisory Services, LLC 220.21%0.22%0.23%Q2 2021Q3 20212
LexAurum Advisors, LLC 220.11%0.11%0.12%Q2 2021Q3 20212
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q1 2022Q2 20222
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.09%0.09%0.09%Q2 2021Q3 20212
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q2 2021Q3 20212
Mascoma Wealth Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
EVOKE WEALTH, LLC 110.01%0.01%0.01%Q3 2019Q1 20202
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q2 2021Q3 20212
TCI Wealth Advisors, Inc. 110.00%0.04%0.08%Q4 2019Q3 20212
Pinnacle Family Advisors, LLC 220.09%0.10%0.10%Q2 2021Q3 20212
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.04%0.08%Q4 2021Q3 20222
Nationwide Fund Advisors 220.00%0.00%0.00%Q4 2016Q1 20172
GUARDIAN CAPITAL ADVISORS LP 220.12%0.13%0.14%Q2 2013Q3 20132
Insight Wealth Strategies, LLC 220.07%0.10%0.12%Q2 2021Q3 20212
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
JB Capital LLC 221.37%2.00%2.63%Q3 2021Q4 20212
BlackRock Group LTD 220.00%0.00%0.00%Q3 2013Q4 20132
Allianz Asset Management GmbH 220.00%0.00%0.00%Q4 2021Q1 20222
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Dynamic Advisor Solutions LLC 220.02%0.02%0.02%Q2 2021Q3 20212
ALTERNA WEALTH MANAGEMENT, INC 220.51%0.67%0.83%Q4 2021Q1 20222
Bristlecone Advisors, LLC 110.03%0.04%0.05%Q4 2019Q3 20202
Mayfair Advisory Group, LLC 220.29%0.29%0.30%Q2 2022Q3 20222
TNF LLC 221.09%1.13%1.16%Q3 2021Q4 20212
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2017Q1 20182
Pensionmark Financial Group, LLC 110.05%0.07%0.09%Q2 2021Q4 20212
Banque Cantonale Vaudoise 220.01%0.01%0.01%Q1 2021Q2 20212
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.57%1.13%Q4 2021Q3 20232
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Independent Portfolio Consultants, Inc. 220.57%0.62%0.66%Q1 2017Q2 20172
ShoreHaven Wealth Partners, LLC 110.45%0.45%0.45%Q1 2022Q1 20221
Brinker Capital Investments, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Transamerica Financial Advisors, Inc. 110.82%0.82%0.82%Q1 2018Q1 20181
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2020Q1 20201
Wick Capital Partners, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Paradigm Financial Partners, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Royal Fund Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
W ADVISORS, LLC 110.49%0.49%0.49%Q4 2021Q4 20211
Beaumont Capital Management, LLC 110.61%0.61%0.61%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q1 20221
Stratos Investment Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
West Wealth Group, LLC 112.10%2.10%2.10%Q4 2021Q4 20211
Landsberg, Bennett, & Dubbaneh LLC 110.37%0.37%0.37%Q4 2018Q4 20181
NatWest Group plc 110.05%0.05%0.05%Q3 2016Q3 20161
Teamwork Financial Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Voya Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Atria Wealth Solutions, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
TrueWealth Advisors, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Crown Wealth Group, LLC 111.48%1.48%1.48%Q4 2021Q4 20211
Professional Financial Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
S.C. Financial Services, Inc. 110.45%0.45%0.45%Q4 2021Q4 20211
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MARIPAU WEALTH MANAGEMENT LLC 110.66%0.66%0.66%Q4 2021Q4 20211
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q1 2016Q1 20161
Midwest Heritage Bank, FSB 110.22%0.22%0.22%Q1 2022Q1 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Management Professionals, Inc. 111.70%1.70%1.70%Q2 2013Q2 20131
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
MOTCO 110.00%0.00%0.00%Q2 2023Q2 20231
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Capital CS Group, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
SCHRODERS IS Ltd 112.96%2.96%2.96%Q1 2021Q1 20211
Nelson Capital Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Northstar Advisory Group, LLC 111.64%1.64%1.64%Q3 2021Q3 20211
Wealth Management Solutions, LLC 111.27%1.27%1.27%Q4 2021Q4 20211
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2022Q1 20221
BANQUE PICTET & CIE SA 110.02%0.02%0.02%Q3 2021Q3 20211
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
IHT Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MCDONALD PARTNERS LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Towerpoint Wealth, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q2 2022Q2 20221
CCG WEALTH MANAGEMENT, LLC 110.82%0.82%0.82%Q3 2021Q3 20211
Samalin Investment Counsel, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
BARING ASSET MANAGEMENT Ltd 110.03%0.03%0.03%Q3 2017Q3 20171
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FolioMetrix LLC 111.86%1.86%1.86%Q4 2014Q4 20141
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q2 2021Q2 20211
Simplicity Solutions, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Keystone Financial Services 111.97%1.97%1.97%Q4 2021Q4 20211
Harvest Fund Management Co., Ltd 110.00%0.00%0.00%Q1 2021Q1 20211
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Raleigh Capital Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NewEdge Wealth, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
VISTA CAPITAL PARTNERS, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Apeiron RIA LLC 110.60%0.60%0.60%Q4 2021Q4 20211
FIDUCIARY TRUST CO 110.01%0.01%0.01%Q2 2017Q2 20171
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Kingsview Wealth Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Balentine LLC 110.00%0.00%0.00%Q3 2022Q3 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
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Sovereign Financial Group, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Latitude Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Security Financial Services, INC. 111.31%1.31%1.31%Q4 2021Q4 20211
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2013Q3 20131
SUNTRUST BANKS INC 110.00%0.00%0.00%Q4 2017Q4 20171
Horizon Investments, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PRUDENTIAL PLC 110.01%0.01%0.01%Q4 2020Q4 20201
Vontobel Holding Ltd. 110.00%0.00%0.00%Q1 2023Q1 20231
STRINGER ASSET MANAGEMENT, LLC 114.96%4.96%4.96%Q4 2017Q4 20171
WealthOne, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
ALTFEST L J & CO INC 110.69%0.69%0.69%Q4 2013Q4 20131
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cordant, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
3D/L Capital Management, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Glassman Wealth Services 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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