ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1120.00%0.00%0.00%Q2 2013Q3 202362
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.02%Q1 2009Q3 202348
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
Veritable, L.P. 43430.01%0.11%0.30%Q4 2012Q2 202343
Citadel Advisors 1110.00%0.00%0.01%Q2 2014Q3 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.02%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.10%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.00%0.10%0.36%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.06%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.07%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
Kistler-Tiffany Companies, LLC 41410.00%0.30%1.02%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Rathbones Group PLC 3910.00%0.01%0.03%Q3 2013Q3 202340
Cetera Advisors LLC 2550.00%0.04%0.16%Q2 2013Q3 202339
INTERACTIVE FINANCIAL ADVISORS, INC. 39390.01%0.02%0.04%Q2 2013Q4 202239
Cutler Group LLC / CA 1620.00%0.00%0.01%Q3 2016Q3 202338
Cetera Advisor Networks LLC 2510.00%0.04%0.23%Q1 2013Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Family Firm, Inc. 36360.75%1.30%1.84%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 36360.00%0.00%0.00%Q4 2014Q3 202336
Advisory Services Network, LLC 2780.00%0.04%0.12%Q4 2014Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.00%0.02%0.07%Q2 2013Q3 202335
Roble, Belko & Company, Inc 35350.00%0.01%0.07%Q1 2015Q3 202335
SALEM INVESTMENT COUNSELORS INC 18160.01%0.03%0.06%Q2 2013Q3 202334
Anchor Investment Management, LLC 32320.01%0.02%0.04%Q1 2016Q4 202332
JANE STREET GROUP, LLC 1110.00%0.02%0.26%Q1 2014Q3 202332
Geneos Wealth Management Inc. 31310.01%0.02%0.05%Q1 2016Q3 202331
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 30300.00%0.02%0.06%Q2 2013Q3 202030
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.01%Q2 2013Q3 202329
Carroll Financial Associates, Inc. 29290.00%0.00%0.01%Q2 2013Q2 202029
IFP Advisors, Inc 15140.00%0.01%0.03%Q4 2015Q1 202329
Daiwa Securities Group Inc. 29290.00%0.00%0.00%Q3 2016Q3 202329
BESSEMER GROUP INC 1210.00%0.02%0.16%Q4 2013Q3 202329
BARCLAYS PLC 2710.00%0.00%0.00%Q1 2015Q4 202228
BANK OF THE WEST 28280.03%0.09%0.27%Q1 2016Q4 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
Creative Planning 810.00%0.00%0.01%Q2 2013Q3 202327
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.04%Q2 2017Q3 202326
Madden Advisory Services, Inc. 26260.15%0.79%1.68%Q2 2013Q3 201926
QUANTUM CAPITAL MANAGEMENT 1920.03%0.07%0.12%Q2 2013Q3 202026
Chesley Taft & Associates LLC 1720.02%0.11%0.27%Q2 2014Q3 202325
NEXT Financial Group, Inc 1360.00%0.01%0.01%Q3 2014Q4 202125
WHITTIER TRUST CO OF NEVADA INC 25250.00%0.02%0.06%Q4 2014Q4 202025
Compagnie Lombard Odier SCmA 1210.00%0.00%0.01%Q4 2013Q3 202325
BLAIR WILLIAM & CO/IL 1110.00%0.02%0.09%Q2 2013Q3 202325
AXA S.A. 24240.00%0.00%0.00%Q4 2013Q3 201924
FIL Ltd 24240.00%0.01%0.06%Q3 2016Q2 202224
EVERGREEN CAPITAL MANAGEMENT LLC 24240.16%0.51%1.08%Q4 2017Q3 202324
FUKOKU MUTUAL LIFE INSURANCE Co 24240.77%2.49%4.29%Q4 2014Q3 202024
Perigon Wealth Management, LLC 910.01%0.09%0.22%Q3 2011Q3 202324
STIFEL FINANCIAL CORP 1630.00%0.00%0.01%Q3 2015Q3 202324
Global Trust Asset Management, LLC 24240.00%0.09%0.24%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.03%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
SCHRODER INVESTMENT MANAGEMENT GROUP 1310.00%0.02%0.11%Q2 2013Q3 202323
Southeast Asset Advisors Inc. 23230.11%0.15%0.23%Q3 2013Q1 201923
Fisher Asset Management, LLC 23230.01%0.09%0.44%Q1 2018Q3 202323
Palisades Hudson Asset Management, L.P. 2210.21%1.56%3.28%Q4 2014Q3 202023
PRUDENTIAL PLC 23230.01%0.03%0.09%Q1 2018Q3 202323
CWM, LLC 1310.00%0.00%0.00%Q4 2013Q3 202322
EDMOND DE ROTHSCHILD HOLDING S.A. 1660.00%0.08%0.84%Q2 2015Q1 202222
Stonehage Fleming Financial Services Holdings Ltd 1320.00%0.00%0.01%Q3 2017Q2 202322
Jacobi Capital Management LLC 22220.00%0.01%0.01%Q2 2016Q3 202122
LOGAN CAPITAL MANAGEMENT INC 1150.00%0.03%0.13%Q4 2015Q3 202322
IPG Investment Advisors LLC 1380.11%0.21%0.52%Q2 2015Q3 202321
WASHINGTON TRUST BANK 21210.00%0.02%0.06%Q1 2014Q1 201921
MCF Advisors LLC 21210.00%0.00%0.00%Q4 2011Q4 201621
Pinnacle Bancorp, Inc. 2010.01%0.02%0.05%Q1 2017Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
M&T BANK CORP 2010.00%0.05%0.28%Q4 2014Q1 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.03%Q3 2018Q3 202321
JAMES INVESTMENT RESEARCH INC 1290.02%0.14%0.25%Q4 2017Q3 202321
BBVA USA Bancshares, Inc. 1560.02%0.02%0.04%Q4 2015Q1 202121
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.01%Q3 2017Q3 202320
Cribstone Capital Management, LLC 1460.00%0.01%0.01%Q2 2016Q4 202220
Private Advisor Group, LLC 1210.00%0.01%0.03%Q3 2014Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Bank of New York Mellon Corp 1630.00%0.00%0.00%Q2 2013Q4 202219
Destination Wealth Management 1360.00%0.12%0.20%Q1 2013Q2 201919
SRS Capital Advisors, Inc. 1020.01%0.32%1.29%Q3 2018Q3 202319
American Portfolios Advisors 1180.00%0.00%0.00%Q4 2017Q3 202219
Truvestments Capital LLC 810.00%0.01%0.04%Q3 2018Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.04%Q2 2013Q3 201718
CREDIT SUISSE AG/ 810.00%0.00%0.00%Q1 2013Q3 202318
Valeo Financial Advisors, LLC 18180.00%0.02%0.06%Q3 2017Q4 202118
KCS Wealth Advisory 18180.17%0.24%0.36%Q4 2017Q1 202218
ALLIANCEBERNSTEIN L.P. 1210.00%0.01%0.02%Q2 2014Q3 202318
STEPHENS INC /AR/ 1530.01%0.03%0.18%Q2 2013Q3 202318
AMP Capital Investors Ltd 1440.01%0.36%1.90%Q2 2013Q1 202118
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1610.00%0.01%0.07%Q1 2018Q3 202317
SMITH CHAS P & ASSOCIATES PA CPAS 17170.07%1.00%1.78%Q2 2013Q2 201717
MYCIO WEALTH PARTNERS, LLC 1430.00%0.01%0.02%Q2 2013Q4 201917
PINNACLE ASSOCIATES LTD 17170.01%0.03%0.05%Q3 2019Q3 202317
BENJAMIN F. EDWARDS & COMPANY, INC. 1110.00%0.01%0.01%Q2 2015Q3 202317
TCI Wealth Advisors, Inc. 1610.00%0.01%0.04%Q4 2012Q4 202217
Pacifica Partners Inc. 17170.00%0.00%0.00%Q4 2019Q4 202317
Global Retirement Partners, LLC 740.00%0.01%0.02%Q3 2018Q2 202317
Northeast Financial Consultants Inc 1340.02%0.38%0.89%Q4 2013Q4 201917
MANUFACTURERS LIFE INSURANCE COMPANY, THE 910.00%0.02%0.06%Q3 2016Q3 202317
AlphaMark Advisors, LLC 17170.00%0.02%0.04%Q2 2013Q2 201717
People's United Financial, Inc. 17170.00%0.01%0.02%Q2 2013Q2 201717
Verger Capital Management LLC 17171.81%7.06%12.64%Q3 2019Q3 202317
HOWE & RUSLING INC 1310.00%0.00%0.00%Q2 2013Q2 202217
DEUTSCHE BANK AG\ 1010.00%0.00%0.01%Q3 2013Q4 202017
Brinker Capital Investments, LLC 16160.06%0.49%1.09%Q2 2013Q1 201716
Affiance Financial, LLC 16160.01%1.09%1.92%Q4 2019Q3 202316
WFG Advisors, LP 1420.00%0.01%0.02%Q2 2013Q2 201716
Patriot Financial Group Insurance Agency, LLC 1060.01%0.03%0.05%Q4 2016Q2 202216
Spectrum Management Group, LLC 830.00%0.01%0.01%Q1 2015Q3 202016
Money Design Co.,Ltd. 16160.73%1.45%2.48%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Versant Capital Management, Inc 16160.13%3.51%5.35%Q1 2020Q4 202316
Ameraudi Asset Management, Inc. 15150.12%0.18%0.31%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.06%0.13%Q2 2013Q4 201615
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1410.01%0.24%0.65%Q4 2019Q3 202315
Powell Investment Advisors, LLC 15150.02%0.04%0.26%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.00%0.01%Q1 2020Q3 202315
CITIZENS FINANCIAL GROUP INC/RI 960.01%0.01%0.02%Q1 2019Q3 202315
HighTower Advisors, LLC 1010.00%0.00%0.01%Q2 2016Q3 202315
Aptus Capital Advisors, LLC 15150.01%0.03%0.11%Q1 2020Q3 202315
SG Americas Securities, LLC 1010.00%0.03%0.20%Q2 2013Q4 201815
Edge Capital Group, LLC 15150.07%0.28%0.56%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 870.00%0.03%0.10%Q4 2015Q3 202315
Simmons Bank 15150.02%0.04%0.08%Q1 2020Q3 202315
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15150.00%0.01%0.02%Q4 2013Q2 201715
NEW YORK STATE COMMON RETIREMENT FUND 1050.00%0.00%0.01%Q2 2016Q3 202315
Sigma Planning Corp 15150.01%0.10%0.17%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.04%0.07%Q1 2020Q3 202315
FAS Wealth Partners, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
Tradewinds Capital Management, LLC 15150.00%0.01%0.01%Q4 2013Q2 201715
UNITED CAPITAL FINANCIAL ADVISORS, LLC 720.00%0.00%0.00%Q4 2014Q2 202215
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Newfound Research LLC 610.73%3.84%7.30%Q1 2016Q2 202014
SIGNATUREFD, LLC 770.00%0.00%0.00%Q1 2015Q3 202314
Lattice Strategies LLC 950.14%0.16%0.19%Q2 2013Q1 201714
Fort Point Capital Partners LLC 1220.04%1.19%2.17%Q3 2015Q3 202314
Braver Wealth Management, LLC 14140.06%0.08%0.11%Q3 2013Q4 201614
Archer Investment Corp 860.00%0.00%0.01%Q4 2019Q2 202314
Centerpoint Advisors, LLC 14140.03%0.17%0.25%Q2 2020Q3 202314
IFG Advisory, LLC 1310.02%0.05%0.07%Q1 2020Q3 202314
Merriman Wealth Management, LLC 310.05%0.25%0.91%Q1 2016Q3 202314
Fusion Family Wealth LLC 14140.00%0.03%0.18%Q4 2016Q1 202014
Rockefeller Capital Management L.P. 14140.00%0.00%0.02%Q3 2019Q4 202214
Van Cleef Asset Management,Inc 14141.07%1.50%1.99%Q2 2020Q3 202314
Evanson Asset Management, LLC 1010.04%0.06%0.08%Q2 2014Q2 201914
1834 INVESTMENT ADVISORS CO 1130.00%0.03%0.14%Q2 2018Q3 202314
MUFG Americas Holdings Corp 1310.00%0.00%0.01%Q4 2010Q4 201514
MFA WEALTH ADVISORS, LLC 14142.75%3.40%4.68%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.01%0.02%0.02%Q2 2019Q3 202214
MinichMacGregor Wealth Management, LLC 1210.00%0.00%0.00%Q4 2015Q4 202213
BRAVE ASSET MANAGEMENT INC 1210.00%0.00%0.01%Q4 2013Q1 201713
Steward Partners Investment Advisory, LLC 1030.00%0.00%0.01%Q1 2018Q4 202213
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 1210.00%0.02%0.05%Q3 2017Q2 202213
J.P. Morgan Private Wealth Advisors LLC 1210.00%0.00%0.00%Q2 2016Q3 202313
North Star Investment Management Corp. 13130.00%0.00%0.00%Q1 2014Q1 201713
Parallel Advisors, LLC 1210.00%0.00%0.04%Q4 2018Q1 202313
Morningstar Investment Services LLC 13130.01%0.35%0.58%Q1 2020Q1 202313
KANALY TRUST CO 13130.01%0.04%0.05%Q4 2013Q4 201613
Retirement Group, LLC 940.01%0.01%0.02%Q2 2020Q3 202313
Brookstone Capital Management 610.00%0.10%0.19%Q2 2015Q2 201913
First Allied Advisory Services, Inc. 610.00%0.03%0.13%Q2 2013Q3 202013
CAHILL FINANCIAL ADVISORS INC 850.05%0.11%0.21%Q1 2018Q1 202213
BNP PARIBAS FINANCIAL MARKETS 13130.00%0.00%0.00%Q3 2020Q3 202313
NORTHERN TRUST CORP 1120.00%0.00%0.00%Q2 2013Q1 202113
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.00%0.00%Q2 2013Q2 201613
WADE G W & INC 12120.01%0.64%1.74%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Cetera Investment Advisers 12120.00%0.01%0.02%Q4 2020Q3 202312
PICTET ASSET MANAGEMENT LTD 1020.00%0.02%0.14%Q1 2018Q2 202112
CLEAR INVESTMENT RESEARCH, LLC 12120.00%0.03%0.09%Q4 2020Q3 202312
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 12120.05%0.09%0.11%Q3 2015Q2 201812
BlackRock Inc. 750.00%0.00%0.02%Q1 2014Q2 201912
Baker Ellis Asset Management LLC 930.04%0.14%0.32%Q1 2018Q3 202312
Atlas Private Wealth Advisors 12120.07%0.13%0.20%Q2 2020Q1 202312
GREENWOOD CAPITAL ASSOCIATES LLC 810.16%0.39%0.72%Q2 2018Q3 202312
EVERETT HARRIS & CO /CA/ 12120.00%0.01%0.01%Q4 2020Q3 202312
Founders Financial Alliance, LLC 12120.01%0.02%0.07%Q3 2020Q2 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Millburn Ridgefield Corp 12120.00%0.00%0.00%Q2 2020Q1 202312
Vontobel Holding Ltd. 12120.00%0.01%0.01%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
SENTINEL TRUST CO LBA 12120.24%0.85%1.72%Q4 2020Q3 202312
Ayalon Insurance Comp Ltd. 12120.61%1.45%2.37%Q4 2020Q3 202312
WRAPMANAGER INC 610.12%0.46%0.88%Q1 2016Q2 201911
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
SII INVESTMENTS INC/WI 830.02%0.03%0.05%Q2 2013Q1 201711
GLENMEDE TRUST CO NA 830.00%0.00%0.00%Q3 2015Q3 202311
AGF INVESTMENTS INC. 710.00%0.01%0.02%Q2 2013Q4 201611
B. Riley Wealth Advisors, Inc. 510.00%0.04%0.06%Q2 2013Q3 202311
BRIGHTON JONES LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
Janney Montgomery Scott LLC 740.00%0.00%0.01%Q3 2013Q3 202311
HSBC HOLDINGS PLC 510.00%0.02%0.13%Q2 2012Q3 202211
SIMPLEX TRADING, LLC 650.00%0.00%0.00%Q4 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.00%0.01%0.02%Q4 2016Q2 201911
InterOcean Capital, LLC 11110.09%0.21%0.30%Q3 2017Q1 202011
Investors Capital Advisory Services 11110.04%0.05%0.06%Q4 2013Q2 201611
Bedel Financial Consulting, Inc. 11110.00%0.00%0.01%Q3 2018Q1 202111
Walkner Condon Financial Advisors LLC 11110.10%0.13%0.20%Q1 2021Q3 202311
Concord Wealth Partners 740.00%0.01%0.03%Q4 2020Q3 202311
WELLINGTON MANAGEMENT GROUP LLP 1010.00%0.00%0.01%Q2 2016Q3 202311
NewEdge Advisors, LLC 820.01%0.01%0.03%Q3 2018Q3 202310
PATHSTONE FAMILY OFFICE, LLC 820.01%0.02%0.05%Q1 2020Q3 202310
Smithfield Trust Co 10100.01%0.01%0.01%Q1 2021Q2 202310
Western Wealth Management, LLC 510.03%0.05%0.07%Q3 2020Q3 202310
Hexagon Capital Partners LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.00%0.01%0.01%Q2 2013Q1 201810
CIBC Private Wealth Group, LLC 10100.00%0.00%0.00%Q3 2017Q4 201910
Cambria Investment Management, L.P. 510.84%1.11%1.96%Q4 2016Q3 202310
BANQUE PICTET & CIE SA 810.00%0.04%0.06%Q1 2017Q3 202310
Derbend Asset Management 10101.10%1.63%2.95%Q2 2021Q3 202310
MOTCO 10100.00%0.00%0.00%Q2 2013Q3 201510
TRUIST FINANCIAL CORP 730.00%0.00%0.00%Q4 2019Q3 202310
SCOTIA CAPITAL INC. 10100.00%0.03%0.04%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Newbridge Financial Services Group, Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.02%0.03%Q2 2018Q3 202010
PREMIER ASSET MANAGEMENT LLC 10100.06%0.56%1.54%Q3 2020Q4 202210
NewSquare Capital LLC 910.00%0.76%1.56%Q2 2013Q2 201810
Wealth Management Partners, LLC 10100.14%0.21%0.26%Q2 2021Q3 202310
Gilbert & Cook, Inc. 10100.06%0.12%0.18%Q1 2020Q2 202210
Navis Wealth Advisors, LLC 10100.26%0.66%1.17%Q4 2020Q1 202310
NORTHERN CAPITAL MANAGEMENT LLC 990.20%0.33%0.62%Q2 2013Q2 20159
BROWN BROTHERS HARRIMAN & CO 990.00%0.00%0.00%Q3 2021Q3 20239
Barry Investment Advisors, LLC 990.00%0.10%0.18%Q4 2014Q4 20169
MBA Advisors LLC 990.13%0.16%0.20%Q3 2021Q3 20239
Trust Co 990.01%0.06%0.12%Q1 2015Q1 20179
Equitable Holdings, Inc. 630.01%0.02%0.05%Q4 2019Q3 20239
V Wealth Advisors LLC 990.03%0.04%0.05%Q1 2021Q1 20239
NorthCoast Asset Management LLC 990.08%0.12%0.21%Q3 2019Q3 20219
ASSETMARK, INC 410.00%0.08%0.76%Q3 2018Q2 20239
BerganKDV Wealth Management, LLC 990.01%0.02%0.05%Q2 2021Q2 20239
DOWLING & YAHNKE LLC 810.00%0.02%0.02%Q4 2019Q3 20229
Rosenberg Matthew Hamilton 990.03%0.07%0.08%Q3 2021Q3 20239
SIMON QUICK ADVISORS, LLC 630.00%0.05%0.09%Q1 2017Q3 20239
COOKSON PEIRCE & CO INC 720.03%0.03%0.06%Q2 2018Q3 20239
Jefferies Group LLC 720.00%0.00%0.01%Q1 2020Q3 20229
Brick & Kyle, Associates 990.00%0.01%0.01%Q4 2014Q4 20169
CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2019Q3 20239
Madison Asset Management, LLC 310.01%0.09%0.15%Q4 2019Q3 20239
Pathway Financial Advisors LLC 990.07%0.13%0.19%Q4 2017Q4 20199
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 810.05%0.39%0.64%Q2 2015Q4 20199
Gladstone Institutional Advisory LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Joseph P. Lucia & Associates, LLC 620.01%0.03%0.08%Q1 2019Q1 20218
Integrity Financial Corp /WA 880.16%0.27%0.38%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q1 2014Q1 20238
Firestone Capital Management 880.01%0.02%0.05%Q4 2019Q3 20218
XPONANCE, INC. 620.21%1.39%2.82%Q3 2014Q3 20178
Kestra Advisory Services, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
Sound Income Strategies, LLC 710.00%0.00%0.00%Q1 2018Q1 20208
NOMURA ASSET MANAGEMENT CO LTD 310.00%0.01%0.01%Q2 2015Q1 20198
BREWIN DOLPHIN LTD 620.00%0.00%0.01%Q2 2020Q2 20228
D.A. DAVIDSON & CO. 620.00%0.00%0.00%Q4 2014Q2 20178
SouthState Corp 620.00%0.34%0.52%Q2 2013Q1 20218
Baird Financial Group, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Snider Financial Group 881.14%1.95%2.73%Q2 2021Q1 20238
Activest Wealth Management 610.01%0.03%0.09%Q1 2021Q3 20238
Wealthcare Advisory Partners LLC 880.01%0.01%0.02%Q3 2017Q2 20198
Mutual Advisors, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 880.03%0.45%1.25%Q1 2021Q4 20228
Arcus Capital Partners, LLC 880.07%0.10%0.12%Q4 2021Q3 20238
SNS Financial Group, LLC 880.19%0.43%0.64%Q4 2018Q3 20208
Vigilant Capital Management, LLC 530.00%0.00%0.01%Q2 2013Q2 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.06%0.09%Q4 2021Q3 20238
VECTOR WEALTH MANAGEMENT, LLC 880.24%0.27%0.32%Q3 2013Q2 20158
TOMPKINS FINANCIAL CORP 880.02%0.03%0.04%Q1 2022Q4 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Wealth Alliance 880.08%0.09%0.11%Q2 2020Q1 20228
CARDIFF PARK ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Foothills Asset Management, Ltd. 881.17%1.36%1.60%Q4 2013Q3 20158
Rise Advisors, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
EXANE DERIVATIVES 710.00%0.01%0.04%Q1 2020Q2 20228
Snowden Capital Advisors LLC 880.02%0.06%0.10%Q1 2018Q4 20198
Atlantic Private Wealth, LLC 880.43%0.62%0.75%Q4 2021Q3 20238
Laidlaw Wealth Management LLC 880.04%0.07%0.10%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 510.00%0.01%0.02%Q4 2017Q1 20238
Parcion Private Wealth LLC 310.07%1.50%2.18%Q4 2019Q3 20238
Blume Capital Management, Inc. 880.00%0.01%0.02%Q1 2014Q4 20158
Ifrah Financial Services, Inc. 770.14%0.17%0.22%Q1 2022Q3 20237
B. Riley Wealth Management, Inc. 610.01%0.02%0.10%Q1 2014Q3 20187
Moors & Cabot, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
Secure Asset Management, LLC 770.11%0.25%0.40%Q1 2022Q3 20237
OLD MISSION CAPITAL LLC 310.01%0.16%0.34%Q1 2016Q2 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.01%Q2 2013Q4 20147
Pinnacle Wealth Management Advisory Group, LLC 770.06%0.06%0.08%Q1 2022Q3 20237
AVIANCE CAPITAL MANAGEMENT, LLC 770.14%0.15%0.17%Q3 2017Q1 20197
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
Princeton Global Asset Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Sandy Spring Bank 310.00%0.00%0.01%Q2 2013Q2 20197
Ancora Advisors LLC 610.00%0.00%0.00%Q4 2016Q3 20237
LINCOLN NATIONAL CORP 770.05%0.10%0.12%Q1 2022Q3 20237
Winch Advisory Services, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
GUGGENHEIM CAPITAL LLC 610.00%0.00%0.00%Q2 2013Q4 20167
BB&T SECURITIES, LLC 610.01%0.01%0.01%Q4 2015Q1 20197
Morningstar Investment Management LLC 772.77%4.01%4.77%Q4 2019Q2 20217
Realta Investment Advisors 320.00%0.02%0.03%Q1 2019Q3 20237
Voya Financial Advisors, Inc. 520.01%0.02%0.04%Q1 2015Q1 20217
Joel Isaacson & Co., LLC 770.02%0.02%0.03%Q1 2014Q3 20157
MADISON INVESTMENT HOLDINGS INC 410.01%0.06%0.16%Q3 2013Q3 20157
Jupiter Investment Management Ltd 310.01%0.48%1.24%Q1 2015Q3 20197
Advisors Preferred, LLC 210.01%0.02%0.04%Q4 2013Q3 20237
GREENLEAF TRUST 770.02%0.04%0.06%Q2 2017Q4 20187
BANK HAPOALIM BM 610.07%0.17%0.28%Q4 2013Q3 20177
Renaissance Technologies 210.00%0.00%0.00%Q4 2017Q3 20237
Clearstead Advisors, LLC 320.00%0.03%0.04%Q4 2016Q1 20207
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
CCG WEALTH MANAGEMENT, LLC 770.17%0.19%0.20%Q1 2022Q3 20237
New Millennium Group LLC 770.04%2.15%3.87%Q1 2022Q3 20237
Black Swift Group, LLC 432.21%4.04%6.23%Q3 2021Q2 20237
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.00%Q4 2020Q2 20227
TEXAS TREASURY SAFEKEEPING TRUST CO 778.00%11.22%12.55%Q1 2013Q3 20147
Virtu KCG Holdings LLC 210.00%0.02%0.08%Q3 2013Q2 20177
CT Financial Advisors LLC 770.02%0.13%0.17%Q3 2015Q1 20177
WNY Asset Management, LLC 770.05%0.08%0.10%Q1 2022Q3 20237
Wealthfront Advisers LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Miracle Mile Advisors, LLC 610.01%1.50%2.69%Q4 2017Q1 20217
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
Hudock, Inc. 770.01%0.01%0.02%Q1 2021Q3 20227
AE Wealth Management LLC 410.00%0.03%0.04%Q1 2021Q3 20237
Focused Wealth Management, Inc 660.00%0.00%0.00%Q4 2020Q1 20226
ALTFEST L J & CO INC 310.04%0.39%0.60%Q1 2020Q3 20236
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
Integrated Advisors Network LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Semmax Financial Advisors Inc. 510.00%0.03%0.04%Q4 2018Q3 20236
INSIGHT 2811, INC. 660.29%0.50%0.60%Q4 2021Q1 20236
Maryland Capital Management 420.10%0.14%0.17%Q1 2021Q3 20226
Cumberland Partners Ltd 660.02%0.02%0.03%Q1 2021Q2 20226
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
BHF Kleinwort Benson Group S.A. 510.02%0.03%0.03%Q2 2014Q4 20156
SeaCrest Wealth Management, LLC 660.01%0.01%0.02%Q4 2017Q1 20196
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.03%Q3 2017Q4 20216
Garde Capital, Inc. 660.01%0.01%0.02%Q1 2021Q2 20226
Carnegie Capital Asset Management, LLC 660.05%0.07%0.09%Q2 2013Q3 20146
MACRO Consulting Group 510.36%2.27%2.84%Q4 2018Q4 20206
BARINGS LLC 410.08%0.17%0.31%Q3 2018Q3 20236
IHT Wealth Management, LLC 660.00%0.02%0.08%Q2 2017Q3 20186
SWMG, LLC 660.30%0.39%0.52%Q4 2020Q1 20226
Slow Capital, Inc. 660.11%0.22%0.33%Q4 2017Q1 20196
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.43%0.68%Q2 2014Q3 20186
MACQUARIE GROUP LTD 660.00%0.00%0.00%Q4 2021Q1 20236
Trexquant Investment LP 310.01%0.02%0.05%Q3 2021Q3 20236
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
PRUDENTIAL FINANCIAL INC 420.00%0.00%0.01%Q1 2017Q3 20226
Retirement Planning Group, LLC 660.03%0.03%0.03%Q2 2022Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.00%0.01%0.01%Q4 2017Q1 20196
Osborn Williams & Donohoe LLC 660.09%0.10%0.11%Q2 2013Q3 20146
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
KMS FINANCIAL SERVICES, INC 660.05%0.07%0.08%Q2 2013Q3 20146
TCWP LLC 660.05%0.10%0.14%Q4 2021Q1 20236
AlphaCore Capital LLC 310.00%0.01%0.03%Q1 2020Q3 20236
Connectus Wealth, LLC 660.56%0.66%0.77%Q2 2022Q3 20236
Geneva Advisors, LLC 660.01%0.01%0.02%Q1 2016Q2 20176
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.04%0.11%0.22%Q2 2015Q3 20166
GUARDIAN WEALTH ADVISORS, LLC / NC 660.09%0.10%0.11%Q2 2022Q3 20236
Ledge Wealth Management, Inc. 660.91%0.98%1.08%Q2 2022Q3 20236
Mirae Asset Global Investments Co., Ltd. 410.00%0.20%1.09%Q2 2009Q3 20236
Gradient Investments LLC 510.00%0.00%0.00%Q4 2013Q3 20236
RWA WEALTH PARTNERS, LLC 510.02%0.02%0.03%Q3 2017Q1 20196
TUCKER ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TD Capital Management LLC 550.00%0.01%0.01%Q2 2013Q2 20145
Advisory Alpha, LLC 310.01%0.02%0.04%Q1 2019Q3 20205
Koshinski Asset Management, Inc. 310.01%0.03%0.06%Q3 2018Q1 20225
NATIONAL PLANNING CORP 550.01%0.02%0.02%Q4 2013Q4 20145
Alpha Cubed Investments, LLC 550.03%0.51%1.45%Q1 2021Q1 20225
FOUNDERS FINANCIAL SECURITIES LLC 550.07%0.08%0.09%Q3 2022Q3 20235
Migdal Insurance & Financial Holdings Ltd. 551.13%2.40%3.26%Q4 2015Q4 20165
Eudaimonia Partners, LLC 550.01%0.02%0.02%Q1 2020Q1 20215
55I, LLC 550.01%0.02%0.03%Q3 2021Q3 20225
OPPENHEIMER & CO INC 550.02%0.02%0.03%Q3 2022Q3 20235
TSFG, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
PICTET ASSET MANAGEMENT SA 410.00%0.01%0.02%Q3 2021Q4 20225
Capital Advisors, Ltd. LLC 550.07%0.07%0.07%Q3 2015Q3 20165
GenTrust, LLC 550.04%0.09%0.12%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
PRIVATE TRUST CO NA 550.01%0.01%0.01%Q2 2022Q2 20235
FLOW TRADERS U.S. LLC 310.01%0.07%0.18%Q2 2020Q2 20235
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Icon Wealth Partners, LLC 310.02%0.02%0.02%Q2 2018Q3 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.01%Q1 2020Q1 20215
Riggs Asset Managment Co. Inc. 552.76%3.09%3.62%Q3 2017Q3 20185
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
Financial Architects, Inc 550.00%0.00%0.00%Q2 2017Q2 20185
Wagner Wealth Management, LLC 320.01%0.01%0.01%Q4 2020Q3 20235
PGIM Custom Harvest LLC 410.12%0.20%0.45%Q3 2021Q3 20235
Starfire Investment Advisers, Inc. 550.48%0.61%0.70%Q4 2018Q4 20195
GREAT WEST LIFE ASSURANCE CO /CAN/ 550.00%0.00%0.00%Q2 2014Q2 20155
Fort Sheridan Advisors LLC 550.07%0.08%0.09%Q3 2022Q3 20235
H&H Retirement Design & Management INC 551.02%1.08%1.18%Q4 2021Q4 20225
J.W. COLE ADVISORS, INC. 310.02%0.02%0.03%Q4 2021Q3 20235
SCS Capital Management LLC 550.02%0.46%0.68%Q1 2018Q1 20195
Zions Bancorporation, N.A. 550.01%0.01%0.01%Q2 2021Q2 20225
Mariner, LLC 410.00%0.00%0.00%Q3 2016Q3 20235
Qube Research & Technologies Ltd 410.00%0.00%0.02%Q4 2021Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OneDigital Investment Advisors LLC 410.00%0.00%0.01%Q2 2017Q3 20185
HOLDERNESS INVESTMENTS CO 320.10%0.20%0.43%Q4 2016Q3 20185
Cedar Brook Financial Partners, LLC 550.10%0.11%0.13%Q4 2018Q4 20195
Landsberg, Bennett, & Dubbaneh LLC 310.29%1.27%1.97%Q4 2018Q4 20194
Virtu Financial LLC 310.02%0.10%0.35%Q3 2018Q3 20194
COLLECTIVE FAMILY OFFICE LLC 440.22%0.37%0.56%Q4 2022Q3 20234
Landmark Bank 440.10%0.25%0.31%Q1 2019Q4 20194
Certified Advisory Corp 440.00%0.00%0.01%Q4 2017Q3 20184
Financial Freedom, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q3 2021Q4 20224
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.02%0.03%Q4 2020Q3 20234
U.S. Capital Wealth Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Dynamic Advisor Solutions LLC 110.01%0.14%0.35%Q4 2014Q3 20234
EWG Elevate Inc. 111.48%1.61%1.69%Q4 2020Q1 20234
CoreCap Advisors, LLC 310.00%0.11%0.30%Q4 2021Q4 20224
Summit X, LLC 440.30%1.03%1.66%Q4 2017Q3 20184
Clear Perspectives Financial Planning, LLC 440.01%0.02%0.02%Q2 2022Q1 20234
MAI Capital Management 440.01%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Syntal Capital Partners, LLC 440.08%0.08%0.09%Q1 2014Q4 20144
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 440.04%0.09%0.12%Q3 2021Q2 20224
Total Clarity Wealth Management, Inc. 210.01%0.01%0.02%Q1 2021Q2 20224
Stuart Chaussee & Associates, Inc. 440.00%0.00%0.01%Q2 2022Q1 20234
Gemmer Asset Management LLC 440.00%0.00%0.01%Q2 2015Q1 20164
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
SFI Advisors, LLC 440.80%1.94%2.82%Q4 2021Q3 20224
INNOVIS ASSET MANAGEMENT LLC 440.58%0.66%0.73%Q4 2022Q3 20234
Townsend & Associates, Inc 440.05%0.08%0.12%Q4 2022Q3 20234
Permanens Capital L.P. 444.92%5.46%5.91%Q4 2013Q3 20144
Occidental Asset Management, LLC 440.47%0.52%0.59%Q4 2017Q3 20184
First Capital Advisors Group, LLC. 440.03%0.10%0.18%Q3 2022Q2 20234
Robertson Stephens Wealth Management, LLC 440.04%0.04%0.06%Q3 2021Q2 20224
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.02%0.04%0.06%Q4 2020Q3 20214
John W. Brooker & Co., CPAs 440.00%0.00%0.00%Q4 2021Q3 20224
Pinnacle Summer Investments, Inc. 440.00%0.00%0.00%Q2 2013Q1 20144
CALDWELL SUTTER CAPITAL, INC. 440.00%0.01%0.01%Q4 2022Q3 20234
Walleye Trading LLC 110.00%0.00%0.00%Q2 2013Q3 20164
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 310.04%0.04%0.05%Q2 2013Q2 20144
WEALTHSOURCE PARTNERS, LLC 440.02%0.04%0.05%Q3 2021Q2 20224
Alexandria Capital, LLC 440.02%0.02%0.04%Q2 2013Q1 20144
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.61%0.71%0.91%Q4 2022Q3 20234
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.11%0.38%0.82%Q4 2017Q3 20184
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Sterling Financial Planning, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
Pinkerton Retirement Specialists, LLC 310.01%0.01%0.01%Q2 2015Q4 20164
Nalls Sherbakoff Group, LLC 310.04%0.05%0.06%Q4 2018Q3 20234
Capital Analysts, LLC 310.00%0.00%0.00%Q4 2013Q3 20224
Zurcher Kantonalbank (Zurich Cantonalbank) 440.00%0.00%0.00%Q4 2020Q3 20214
Spruce Investment Advisors LLC 220.06%0.83%1.98%Q3 2015Q1 20174
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
PIERSHALE FINANCIAL GROUP, INC. 440.01%0.01%0.01%Q3 2013Q2 20144
Orion Portfolio Solutions, LLC 310.00%0.00%0.01%Q4 2019Q1 20214
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Mandatum Life Insurance Co Ltd 110.02%0.02%0.02%Q4 2015Q2 20183
Optiver Holding B.V. 330.00%0.00%0.00%Q2 2021Q4 20213
Jane Street Holding, LLC 330.01%0.03%0.06%Q2 2013Q4 20133
Stearns Financial Services Group 330.00%0.00%0.00%Q3 2018Q1 20193
C2C Wealth Management, LLC 210.03%0.03%0.04%Q4 2022Q3 20233
Beaumont Financial Partners, LLC 210.02%0.03%0.04%Q4 2016Q2 20183
Kore Private Wealth LLC 210.05%0.06%0.06%Q3 2019Q3 20213
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Hamilton Wealth, LLC 331.11%1.22%1.28%Q4 2018Q2 20193
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
Crosspoint Capital Strategies, LLC 330.02%0.04%0.06%Q1 2015Q3 20153
Fullerton Fund Management Co Ltd. 210.02%0.11%0.26%Q2 2021Q2 20223
Lido Advisors, LLC 210.00%0.00%0.00%Q1 2022Q3 20233
GoalVest Advisory LLC 330.04%0.04%0.05%Q4 2020Q2 20213
Blue Chip Partners, LLC 210.01%0.10%0.19%Q1 2021Q3 20233
Atria Wealth Solutions, Inc. 210.00%0.02%0.03%Q2 2022Q2 20233
Bison Wealth, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Venturi Wealth Management, LLC 210.00%0.07%0.11%Q3 2017Q3 20233
Moss Adams Wealth Advisors LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Private Ocean, LLC 210.00%0.00%0.00%Q4 2021Q3 20223
Sargent Bickham Lagudis LLC 210.00%0.00%0.00%Q3 2017Q1 20223
COMERICA BANK 210.00%0.00%0.00%Q1 2014Q3 20233
CONNABLE OFFICE INC 211.42%1.99%2.44%Q3 2014Q4 20153
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q1 2021Q3 20223
Kalos Management, Inc. 330.37%0.41%0.47%Q4 2022Q2 20233
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Y.D. More Investments Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
SUNTRUST BANKS INC 330.00%0.01%0.02%Q2 2018Q4 20183
SUNFLOWER BANK, NA WEALTH MANAGEMENT 210.09%0.10%0.11%Q2 2013Q2 20143
Psagot Value Holdings Ltd. / (Israel) 210.01%0.05%0.14%Q4 2022Q3 20233
SEI INVESTMENTS CO 210.00%0.00%0.00%Q3 2017Q2 20183
Camelot Portfolios, LLC 330.37%0.40%0.42%Q4 2021Q2 20223
LAZARD ASSET MANAGEMENT LLC 110.00%0.01%0.01%Q2 2013Q4 20143
CAPITAL GUARDIAN TRUST CO 330.00%0.00%0.00%Q2 2013Q4 20133
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Karpus Management, Inc. 330.10%0.13%0.15%Q2 2022Q4 20223
LVM CAPITAL MANAGEMENT LTD/MI 330.12%0.13%0.14%Q1 2015Q3 20153
FCG ADVISORS, LLC 330.32%0.33%0.35%Q1 2016Q3 20163
Sumitomo Mitsui Trust Holdings, Inc. 330.00%0.00%0.01%Q4 2021Q2 20223
MARSHALL WACE, LLP 210.00%0.00%0.01%Q2 2021Q3 20233
Glassman Wealth Services 210.00%0.00%0.01%Q3 2020Q4 20213
Delta Financial Group, Inc. 210.17%0.18%0.19%Q4 2022Q3 20233
East Coast Asset Management, LLC. 330.01%0.01%0.02%Q4 2012Q2 20133
Windsor Capital Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q4 20212
BOKF, NA 220.00%0.00%0.00%Q1 2022Q2 20222
Haverford Trust Co 220.01%0.17%0.33%Q4 2019Q1 20202
Hartford Financial Management Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
Partners Group Holding AG 220.06%0.07%0.08%Q2 2013Q3 20132
PEAPACK GLADSTONE FINANCIAL CORP 220.00%0.01%0.01%Q2 2023Q3 20232
FIRST MIDWEST BANK TRUST DIVISION 220.47%0.49%0.51%Q1 2018Q2 20182
Prime Capital Investment Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Ranch Capital Advisors Inc. 220.00%0.03%0.05%Q4 2019Q1 20202
Waverton Investment Management Ltd 110.02%0.03%0.04%Q2 2016Q1 20212
HRT FINANCIAL LP 220.00%0.01%0.03%Q1 2022Q2 20222
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q3 2018Q4 20182
INVESTMENT CENTERS OF AMERICA INC 110.04%0.04%0.04%Q3 2013Q1 20142
Blackhawk Capital Partners LLC. 110.03%0.35%0.68%Q4 2017Q2 20182
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.01%Q4 2018Q1 20222
ONE PLUS ONE WEALTH MANAGEMENT, LLC 222.83%2.88%2.92%Q2 2023Q3 20232
New Republic Capital, LLC 220.06%0.06%0.07%Q1 2023Q2 20232
Legacy Advisors, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Accuvest Global Advisors 222.76%3.00%3.24%Q2 2014Q3 20142
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q3 20192
JANUS HENDERSON GROUP PLC 220.29%0.29%0.29%Q2 2013Q3 20132
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SWS Partners 111.22%1.44%1.65%Q1 2020Q3 20202
MCIA Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Daiwa SB Investments Ltd. 110.01%0.02%0.02%Q2 2018Q4 20182
Nuveen Asset Management, LLC 220.01%0.03%0.05%Q2 2013Q3 20132
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Ten Capital Wealth Advisors, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Arkadios Wealth Advisors 220.00%0.00%0.00%Q4 2020Q1 20212
Graves Light Lenhart Wealth, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
GOFEN & GLOSSBERG LLC /IL/ 220.01%0.01%0.01%Q4 2013Q1 20142
HAP Trading, LLC 220.01%0.02%0.04%Q4 2021Q1 20222
Strategies Wealth Advisors, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
Providence Capital Advisors, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Concorde Asset Management, LLC 110.14%0.15%0.16%Q2 2019Q1 20222
Freedom Investment Management, Inc. 220.03%0.04%0.04%Q1 2021Q2 20212
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q2 2013Q4 20142
HARDING LOEVNER LP 110.00%0.00%0.01%Q4 2015Q4 20172
ICICI Prudential Asset Management Co Ltd 220.06%0.10%0.15%Q2 2023Q3 20232
INGALLS & SNYDER LLC 220.01%0.01%0.02%Q4 2019Q1 20202
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q1 2016Q4 20182
Sugarloaf Wealth Management, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
RPg Family Wealth Advisory, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
COURIER CAPITAL LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
SkyView Investment Advisors, LLC 220.06%0.07%0.08%Q3 2022Q4 20222
Strategic Asset Management, LLC 220.03%0.06%0.09%Q3 2021Q4 20212
Well Done, LLC 110.00%0.00%0.01%Q1 2018Q4 20182
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
MARYLAND CAPITAL ADVISORS INC. 220.00%0.00%0.00%Q4 2021Q1 20222
DeDora Capital, Inc. 110.00%0.00%0.00%Q4 2019Q1 20222
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Invesco Ltd. 220.00%0.00%0.00%Q2 2013Q3 20132
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.34%0.71%1.09%Q3 2021Q4 20212
AVALON CAPITAL MANAGEMENT 221.08%1.48%1.89%Q3 2017Q4 20172
Bank Pictet & Cie (Europe) AG 220.10%0.11%0.12%Q1 2017Q2 20172
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Founders Capital Management 220.00%0.00%0.00%Q3 2023Q4 20232
Phoenix Holdings Ltd. 220.95%0.96%0.97%Q3 2022Q4 20222
FourThought Financial, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Insight Wealth Partners, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
WEXFORD CAPITAL LP 220.08%0.10%0.12%Q3 2017Q4 20172
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2013Q3 20132
Buttonwood Financial Group, LLC 222.19%2.38%2.57%Q3 2023Q4 20232
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Financial Gravity Asset Management, Inc. 220.00%0.01%0.01%Q1 2021Q2 20212
STANCORP INVESTMENT ADVISERS INC 220.04%0.04%0.04%Q4 2014Q1 20152
Gupta Wealth Management LLC 220.00%0.00%0.00%Q1 2015Q2 20152
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
First Horizon Advisors, Inc. 220.00%0.01%0.01%Q2 2018Q3 20182
TUDOR INVESTMENT CORP ET AL 110.01%0.02%0.03%Q4 2021Q1 20232
Guidance Point Advisors, LLC 110.01%0.07%0.14%Q4 2019Q3 20212
Aspire Private Capital, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
PICTET BANK & TRUST Ltd 110.07%0.10%0.13%Q4 2013Q3 20162
American Financial Network Advisory Services LLC 220.04%0.04%0.05%Q3 2017Q4 20172
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Canal Capital Management, LLC 221.56%1.62%1.69%Q3 2017Q4 20172
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
Stonebridge Financial Planning Group, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
HWG Holdings LP 220.22%0.98%1.74%Q2 2018Q3 20182
Investment Research & Advisory Group, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Freestone Capital Holdings, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.01%0.01%0.01%Q3 2023Q3 20231
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
COMMERCE BANK 110.01%0.01%0.01%Q4 2016Q4 20161
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
ROPES WEALTH ADVISORS LLC 110.03%0.03%0.03%Q4 2017Q4 20171
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 116.56%6.56%6.56%Q2 2021Q2 20211
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q4 20221
A. D. Beadell Investment Counsel, Inc. 110.17%0.17%0.17%Q3 2018Q3 20181
INVESTMENT PARTNERS, LTD. 110.01%0.01%0.01%Q1 2015Q1 20151
South Shore Capital Advisors 110.70%0.70%0.70%Q1 2022Q1 20221
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q2 2022Q2 20221
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Key FInancial Inc 110.00%0.00%0.00%Q1 2020Q1 20201
Ascent Group, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q1 2019Q1 20191
DFPG INVESTMENTS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
VSR Financial Services, Inc. 110.03%0.03%0.03%Q2 2014Q2 20141
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Triumph Capital Management 110.12%0.12%0.12%Q1 2022Q1 20221
Richard C. Young & CO., LTD. 110.61%0.61%0.61%Q4 2015Q4 20151
Karp Capital Management Corp 110.00%0.00%0.00%Q3 2022Q3 20221
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
BlackDiamond Wealth Management, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Corbenic Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
My Legacy Advisors, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.02%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.04%0.04%0.04%Q3 2022Q3 20221
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Spectrum Asset Management, Inc. (NB/CA) 112.03%2.03%2.03%Q4 2019Q4 20191
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthPLAN Partners, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q1 2021Q1 20211
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q1 2023Q1 20231
PVG ASSET MANAGEMENT CORP 111.28%1.28%1.28%Q4 2019Q4 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CETERA INVESTMENT MANAGEMENT LLC 110.76%0.76%0.76%Q4 2015Q4 20151
Stanford Investment Group, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
LWM Advisory Services, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Keystone Financial Group 111.00%1.00%1.00%Q4 2017Q4 20171
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Ford Financial Group, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Richard P Slaughter Associates Inc 110.92%0.92%0.92%Q2 2020Q2 20201
Formidable Asset Management, LLC 110.71%0.71%0.71%Q1 2019Q1 20191
Clarfeld Financial Advisors, LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Sather Financial Group Inc 111.83%1.83%1.83%Q4 2014Q4 20141
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q4 2014Q4 20141
QUEST CAPITAL MANAGEMENT INC /ADV 110.05%0.05%0.05%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Astoria Portfolio Advisors LLC. 110.12%0.12%0.12%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Quilter Investors LTD 1193.11%93.11%93.11%Q3 2019Q3 20191
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
HighTower Trust Company, N.A. 110.06%0.06%0.06%Q2 2022Q2 20221
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Nationwide Fund Advisors 110.00%0.00%0.00%Q2 2014Q2 20141
Financial & Tax Architects, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Stolper Co 110.46%0.46%0.46%Q4 2020Q4 20201
Independent Portfolio Consultants, Inc. 111.19%1.19%1.19%Q2 2014Q2 20141
Sterling Manor Financial, LLC 113.57%3.57%3.57%Q3 2023Q3 20231
JFB Holdings Corp 110.01%0.01%0.01%Q4 2015Q4 20151
Banco BTG Pactual S.A. 110.15%0.15%0.15%Q2 2022Q2 20221
Continuum Advisory, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Horan Capital Advisors, LLC. 110.05%0.05%0.05%Q3 2020Q3 20201
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Ninety One UK Ltd 110.00%0.00%0.00%Q2 2014Q2 20141
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Traynor Capital Management, Inc. 110.29%0.29%0.29%Q4 2014Q4 20141
M Holdings Securities, Inc. 110.05%0.05%0.05%Q3 2014Q3 20141
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q4 2015Q4 20151
IFC Holdings Incorporated/FL 110.10%0.10%0.10%Q2 2014Q2 20141
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
CFS Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Fiduciary Planning LLC 110.57%0.57%0.57%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
SHUFRO ROSE & CO LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Alpine Global Management, LLC 110.14%0.14%0.14%Q1 2017Q1 20171
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
BARING ASSET MANAGEMENT Ltd 110.05%0.05%0.05%Q1 2015Q1 20151
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Bridgeworth, LLC 117.68%7.68%7.68%Q3 2017Q3 20171
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Y-Intercept (Hong Kong) Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Banque Cantonale Vaudoise 110.01%0.01%0.01%Q1 2021Q1 20211
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CADENCE CAPITAL MANAGEMENT LLC 110.60%0.60%0.60%Q1 2020Q1 20201
CONNING INC. 110.02%0.02%0.02%Q3 2016Q3 20161
Diversified Trust Co 110.01%0.01%0.01%Q4 2023Q4 20231
Baker Avenue Asset Management, LP 110.18%0.18%0.18%Q4 2019Q4 20191
Kovack Advisors, Inc. 110.18%0.18%0.18%Q2 2019Q2 20191
External links

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