ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1880.00%0.00%0.01%Q2 2013Q3 202360
Rehmann Capital Advisory Group 42110.00%0.52%4.19%Q1 2009Q3 202353
BARCLAYS PLC 1210.00%0.00%0.00%Q2 2013Q1 202147
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.03%Q1 2012Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202343
Courage Miller Partners, LLC 42420.23%0.83%2.11%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.07%Q2 2013Q3 202342
GFS Advisors, LLC 42420.01%0.21%0.56%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.16%0.66%1.73%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.03%0.09%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.08%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.08%0.35%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.00%0.01%0.02%Q4 2012Q1 202342
Ameritas Investment Partners, Inc. 42420.07%0.41%1.65%Q2 2013Q3 202342
PHILLIPS FINANCIAL MANAGEMENT, LLC 42420.05%0.21%0.42%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.04%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.03%0.19%Q2 2013Q3 202341
FIFTH THIRD BANCORP 30110.00%0.00%0.00%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.00%0.00%Q2 2013Q3 202341
Avior Wealth Management, LLC 40400.01%0.25%0.94%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.01%0.02%0.05%Q4 2013Q3 202340
Pure Financial Advisors, LLC 22180.15%0.76%1.92%Q2 2013Q4 202340
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40400.00%0.01%0.06%Q4 2013Q3 202340
INTERACTIVE FINANCIAL ADVISORS, INC. 26140.26%1.12%1.97%Q3 2013Q3 202340
Cetera Advisor Networks LLC 40400.00%0.15%0.45%Q4 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 3210.00%0.00%0.02%Q2 2013Q3 202340
BANK OF THE WEST 39390.03%0.14%0.32%Q2 2013Q4 202239
Cambridge Investment Research Advisors, Inc. 27120.00%0.07%0.19%Q2 2013Q3 202339
COMERICA BANK 2910.00%0.02%0.07%Q2 2013Q3 202338
Raymond James Financial Services Advisors, Inc. 3440.00%0.02%0.12%Q2 2013Q3 202338
Citadel Advisors 910.00%0.00%0.00%Q2 2014Q2 202337
UBS Group AG 36360.00%0.00%0.02%Q4 2014Q3 202336
Family Firm, Inc. 36361.85%3.17%4.37%Q4 2014Q3 202336
M Holdings Securities, Inc. 3150.02%0.48%1.15%Q4 2013Q1 202336
HighTower Advisors, LLC 2610.00%0.00%0.02%Q3 2013Q3 202335
Tower Research Capital LLC (TRC) 1110.00%0.10%0.64%Q2 2013Q3 202335
Kistler-Tiffany Companies, LLC 34340.00%0.02%0.05%Q2 2013Q3 202134
AlphaMark Advisors, LLC 34340.00%0.01%0.02%Q2 2013Q3 202134
Gemmer Asset Management LLC 33330.00%0.01%0.09%Q1 2014Q1 202233
D.A. DAVIDSON & CO. 17160.00%0.04%0.08%Q2 2013Q3 202333
Parkside Financial Bank & Trust 33330.10%0.23%1.33%Q3 2015Q3 202333
Cutler Group LLC / CA 710.00%0.00%0.03%Q4 2015Q2 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.09%Q1 2016Q3 202331
FDx Advisors, Inc. 1280.02%0.26%0.65%Q3 2013Q3 202131
MOLLER WEALTH PARTNERS 2910.08%3.48%10.99%Q2 2013Q4 202030
Stratos Wealth Partners, LTD. 2370.01%0.04%0.19%Q2 2014Q3 202330
LifePlan Financial Group, Inc 30300.08%0.50%0.74%Q2 2013Q3 202030
Valmark Advisers, Inc. 30300.01%0.01%0.01%Q2 2016Q3 202330
BLAIR WILLIAM & CO/IL 2370.00%0.00%0.00%Q2 2013Q3 202330
US BANCORP \DE\ 2640.00%0.00%0.00%Q2 2013Q3 202330
NORTHERN TRUST CORP 2720.00%0.00%0.00%Q2 2013Q3 202029
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Cetera Investment Advisers 28280.00%0.54%1.48%Q4 2015Q3 202228
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.00%0.02%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.04%Q2 2013Q4 201927
Cranbrook Wealth Management, LLC 27270.00%0.01%0.01%Q4 2013Q2 202027
Roble, Belko & Company, Inc 27270.00%1.55%3.95%Q1 2015Q3 202127
Steward Partners Investment Advisory, LLC 1890.00%0.02%0.05%Q4 2016Q3 202327
JPMORGAN CHASE & CO 1110.00%0.00%0.02%Q2 2013Q3 202327
SYNOVUS FINANCIAL CORP 17100.00%0.00%0.00%Q2 2013Q2 202027
SUNTRUST BANKS INC 26260.01%0.02%0.05%Q2 2013Q3 201926
First Allied Advisory Services, Inc. 2240.01%0.05%0.12%Q2 2013Q4 201926
WEATHERLY ASSET MANAGEMENT L. P. 26260.06%0.20%0.40%Q2 2013Q3 201926
Cetera Advisors LLC 26260.01%0.03%0.07%Q2 2013Q3 201926
MML INVESTORS SERVICES, LLC 26260.02%0.09%0.25%Q2 2017Q3 202326
BlackRock Inc. 2230.00%0.00%0.00%Q4 2016Q1 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
AXA S.A. 24240.00%0.00%0.00%Q4 2013Q3 201924
CAPTRUST FINANCIAL ADVISORS 1020.00%0.00%0.02%Q4 2013Q2 202224
Global Retirement Partners, LLC 1770.01%0.04%0.10%Q3 2017Q3 202324
Lattice Strategies LLC 24240.18%1.16%3.65%Q2 2013Q1 201924
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q2 202324
AVALON CAPITAL MANAGEMENT 810.14%2.12%7.98%Q2 2013Q4 202223
Capital Analysts, LLC 2210.00%0.47%0.87%Q4 2012Q3 202323
SMITH, MOORE & CO. 23230.09%0.48%1.35%Q4 2013Q2 201923
FMR LLC 1210.00%0.00%0.01%Q3 2013Q3 202322
Jacobi Capital Management LLC 22220.01%0.01%0.03%Q2 2016Q3 202122
TRUIST FINANCIAL CORP 1660.00%0.01%0.04%Q2 2013Q3 202322
Compagnie Lombard Odier SCmA 22220.01%0.02%0.02%Q4 2013Q1 201922
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
BROWN ADVISORY INC 1470.00%0.00%0.00%Q2 2013Q3 201821
Capital Directions Investment Advisors, LLC 21210.24%0.33%0.52%Q2 2013Q2 201821
Laurel Wealth Advisors LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
NEXT Financial Group, Inc 610.00%0.01%0.08%Q3 2014Q4 202120
Janney Montgomery Scott LLC 1410.00%0.00%0.01%Q3 2013Q3 202320
Larson Financial Group LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Asset Planning Services, Ltd. 20200.17%0.38%0.77%Q2 2015Q1 202020
TELEMUS CAPITAL, LLC 20200.10%0.21%0.37%Q4 2017Q3 202220
Private Advisor Group, LLC 1710.00%0.01%0.03%Q4 2013Q2 202020
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BENJAMIN F. EDWARDS & COMPANY, INC. 19190.00%0.00%0.00%Q2 2013Q4 201719
Patriot Financial Group Insurance Agency, LLC 1360.00%0.01%0.04%Q4 2016Q2 202219
Advisory Services Network, LLC 510.00%0.00%0.01%Q4 2013Q1 202319
Mercer Investments LLC 1720.01%14.98%36.79%Q2 2013Q1 201919
Commonwealth Equity Services, Inc 18180.02%0.04%0.06%Q2 2013Q3 201718
Versant Capital Management, Inc 18180.02%0.30%0.55%Q4 2015Q1 202018
HL FINANCIAL SERVICES LLC 18180.06%0.09%0.11%Q2 2013Q3 201718
Wealthspire Advisors, L.P. 18180.02%0.13%0.24%Q4 2015Q1 202018
J.P. Morgan Private Wealth Advisors LLC 810.00%0.01%0.01%Q1 2014Q3 202318
JENNISON ASSOCIATES LLC 610.00%0.00%0.00%Q4 2014Q3 202317
D'Orazio & Associates, Inc. 17170.01%0.02%0.05%Q4 2013Q4 201717
Creative Planning 810.00%0.00%0.00%Q2 2013Q3 202017
DEUTSCHE BANK AG\ 1160.00%0.00%0.01%Q3 2013Q3 202017
MAKENA CAPITAL MANAGEMENT LLC 17170.22%1.70%5.92%Q2 2013Q2 201717
M Financial Asset Management, Inc. 17170.24%3.48%6.52%Q4 2017Q4 202117
BNP PARIBAS FINANCIAL MARKETS 1210.00%0.00%0.01%Q4 2013Q3 202317
XML Financial, LLC 16160.06%0.09%0.20%Q4 2019Q3 202316
FIRST INTERSTATE BANK 1150.01%0.01%0.03%Q2 2017Q3 202316
1st Global Advisors, Inc. 16160.03%0.04%0.05%Q3 2013Q2 201716
Sunbelt Securities, Inc. 1110.01%0.13%0.23%Q4 2016Q3 202316
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q3 2014Q2 202316
CREDIT SUISSE AG/ 1310.00%0.00%0.01%Q2 2013Q1 202016
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.02%0.03%Q4 2019Q3 202316
Sowa Financial Group, Inc. 16161.61%3.74%5.25%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.11%0.27%0.67%Q4 2019Q3 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%0.02%0.03%Q4 2015Q3 201916
AdvisorNet Financial, Inc 16160.00%0.00%0.00%Q4 2017Q3 202116
BESSEMER GROUP INC 880.00%0.00%0.00%Q4 2016Q3 202316
FineMark National Bank & Trust 15150.00%0.01%0.03%Q2 2013Q4 201615
AMG National Trust Bank 1410.02%0.98%1.78%Q2 2013Q4 201815
First Horizon Advisors, Inc. 15150.01%0.02%0.05%Q1 2012Q3 201515
Sutton Wealth Advisors Inc. 15150.01%0.03%0.06%Q1 2016Q3 201915
Atria Investments, Inc 710.03%0.07%0.28%Q2 2014Q1 202315
LEAVELL INVESTMENT MANAGEMENT, INC. 920.02%0.35%0.56%Q2 2010Q3 202315
Nuveen Asset Management, LLC 1210.00%0.01%0.02%Q2 2013Q1 201915
Sigma Planning Corp 710.01%0.03%0.09%Q4 2014Q4 202215
MSI Financial Services Inc 15150.05%0.07%0.10%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Virtu Financial LLC 410.01%0.22%0.54%Q3 2013Q3 201915
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Sandy Spring Bank 15150.00%0.01%0.01%Q4 2013Q2 201715
Sound Income Strategies, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Biondo Investment Advisors, LLC 14140.07%0.14%0.24%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 730.00%0.00%0.01%Q1 2014Q3 202314
BANK OF MONTREAL /CAN/ 910.00%0.00%0.04%Q2 2013Q3 202314
Fiera Capital Corp 720.00%0.00%0.01%Q4 2013Q3 201714
Edelman Financial Services, LLC 14140.00%7.07%10.51%Q2 2013Q3 201614
SENTINEL PENSION ADVISORS INC 1040.38%0.50%0.60%Q1 2020Q3 202314
JNBA Financial Advisors 1310.00%0.01%0.02%Q2 2013Q3 201814
Glassman Wealth Services 1310.00%0.00%0.01%Q4 2019Q3 202314
LVZ, Inc. 1040.09%0.17%0.31%Q1 2020Q3 202314
FIRST NATIONAL BANK SIOUX FALLS 14140.33%0.49%0.72%Q2 2013Q3 201614
Key FInancial Inc 1210.00%0.01%0.02%Q1 2020Q3 202313
WESPAC Advisors SoCal, LLC 13130.15%0.27%0.52%Q2 2016Q2 201913
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.14%0.27%Q3 2014Q3 201713
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1120.00%0.02%0.06%Q2 2013Q3 202313
TWO SIGMA SECURITIES, LLC 410.00%0.14%0.97%Q2 2015Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Moloney Securities Asset Management, LLC 1110.06%0.12%0.19%Q4 2016Q4 201912
MYCIO WEALTH PARTNERS, LLC 910.00%0.00%0.01%Q2 2013Q2 202112
Zeit Capital LLC 12121.32%1.67%2.04%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.19%0.55%1.50%Q4 2020Q3 202312
Carroll Financial Associates, Inc. 12120.00%0.00%0.00%Q4 2016Q3 201912
ROTHSCHILD INVESTMENT LLC /IL 12120.03%0.10%0.12%Q4 2020Q3 202312
SG Americas Securities, LLC 210.00%0.01%0.01%Q2 2013Q4 201812
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q3 2015Q3 202312
Windward Private Wealth Management Inc. 12121.12%1.29%1.71%Q4 2020Q3 202312
MAI Capital Management 12120.02%0.08%0.23%Q4 2014Q3 201712
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.14%0.17%0.20%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.04%0.12%0.19%Q3 2020Q2 202312
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 840.00%0.09%0.36%Q2 2020Q3 202312
Psagot Value Holdings Ltd. 12120.00%0.00%0.00%Q2 2013Q1 201612
PRIVATE TRUST CO NA 620.00%0.03%0.07%Q1 2013Q2 202311
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
REILLY FINANCIAL ADVISORS, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
Wealthcare Advisory Partners LLC 11110.00%0.01%0.02%Q3 2017Q1 202011
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Fieldpoint Private Securities, LLC 1010.01%0.02%0.04%Q1 2017Q4 201911
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.01%Q2 2013Q4 201511
FIFTH THIRD SECURITIES, INC. 610.02%0.17%0.34%Q1 2016Q3 202311
Qube Research & Technologies Ltd 410.00%0.01%0.06%Q4 2019Q3 202311
DUNCKER STREETT & CO INC 11110.00%0.00%0.01%Q2 2013Q4 201511
Virtu KCG Holdings LLC 810.00%0.01%0.02%Q2 2014Q2 201711
Madden Advisory Services, Inc. 1010.10%1.07%1.63%Q2 2013Q1 201711
Fusion Family Wealth LLC 11110.00%0.02%0.07%Q4 2016Q2 201911
PATHSTONE FAMILY OFFICE, LLC 830.00%0.05%0.22%Q4 2016Q4 202011
Barrington Strategic Wealth Management Group LLC 640.35%0.98%1.27%Q1 2015Q3 201710
PRUDENTIAL FINANCIAL INC 820.00%0.00%0.00%Q1 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
Homrich & Berg 730.02%0.11%0.43%Q2 2013Q3 201810
Brick & Kyle, Associates 10100.02%0.03%0.04%Q4 2014Q1 201710
Regal Investment Advisors LLC 10100.00%0.01%0.02%Q2 2013Q3 201510
M&T BANK CORP 640.00%0.00%0.01%Q3 2014Q1 201710
DAVENPORT & Co LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Nikulski Financial, Inc. 620.26%0.37%0.49%Q2 2020Q2 202310
Retirement Planning Group, LLC 10100.13%0.54%0.80%Q2 2013Q3 201510
MCF Advisors LLC 10100.00%0.00%0.00%Q3 2015Q4 201710
Focused Wealth Management, Inc 990.00%0.01%0.01%Q3 2013Q3 20159
Executive Wealth Management, LLC 320.00%0.35%0.76%Q4 2018Q4 20229
OLD SECOND NATIONAL BANK OF AURORA 990.00%0.00%0.00%Q1 2015Q1 20179
CENTRAL TRUST Co 990.06%0.08%0.10%Q4 2013Q4 20159
Private Capital Group, LLC 990.00%0.00%0.00%Q4 2017Q4 20199
Convergent Wealth Advisors 810.09%1.69%6.56%Q2 2013Q3 20159
Stanford Investment Group, Inc. 990.51%1.45%3.00%Q4 2014Q4 20169
NATIONAL PLANNING CORP 810.02%0.03%0.04%Q4 2013Q4 20169
Intellectus Partners, LLC 630.06%0.08%0.10%Q2 2017Q3 20199
Stearns Financial Services Group 990.00%0.00%0.01%Q3 2018Q3 20209
Alpha Omega Wealth Management LLC 990.00%0.00%0.01%Q4 2016Q4 20189
MUFG Americas Holdings Corp 810.00%0.00%0.00%Q4 2012Q3 20229
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 994.76%6.01%8.67%Q2 2013Q2 20159
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.01%Q2 2013Q1 20158
Winfield Associates, Inc. 710.00%0.01%0.01%Q4 2013Q4 20168
Rise Advisors, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
HRT FINANCIAL LP 410.00%0.24%1.48%Q2 2015Q1 20238
Sweet Financial Partners, LLC 880.08%0.11%0.14%Q4 2021Q3 20238
Rampart Investment Management Company, LLC 880.00%0.82%1.87%Q1 2018Q4 20198
Raab & Moskowitz Asset Management LLC 710.00%0.16%0.23%Q4 2013Q3 20188
Gary Goldberg Planning Services Inc 880.01%0.02%0.03%Q1 2013Q4 20148
Blue Fin Capital, Inc. 880.18%0.31%0.43%Q4 2013Q3 20158
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q3 2016Q2 20188
Bruderman Asset Management, LLC 880.01%0.01%0.01%Q1 2015Q4 20168
SAGE PRIVATE WEALTH GROUP, LLC 880.03%0.04%0.05%Q4 2020Q3 20228
Outlook Wealth Advisors, LLC 530.13%0.23%0.38%Q2 2021Q3 20238
NewSquare Capital LLC 440.00%0.00%0.01%Q4 2013Q4 20228
Midwest Professional Planners, LTD. 510.22%1.21%2.25%Q2 2018Q3 20238
Bedel Financial Consulting, Inc. 880.00%0.01%0.04%Q1 2018Q4 20198
Ledyard National Bank 880.00%0.00%0.01%Q1 2017Q4 20188
DHK Financial Advisors, Inc. 880.55%0.75%1.09%Q4 2021Q3 20238
PINNACLE ASSOCIATES LTD 880.00%0.01%0.01%Q2 2013Q1 20158
CAHILL FINANCIAL ADVISORS INC 880.18%1.12%1.66%Q4 2013Q3 20158
CapWealth Advisors, LLC 620.00%0.01%0.02%Q2 2013Q2 20158
LVM CAPITAL MANAGEMENT LTD/MI 710.12%0.17%0.18%Q2 2013Q3 20168
ADVISOR PARTNERS LLC 620.06%0.10%0.17%Q4 2013Q3 20178
TOMPKINS FINANCIAL CORP 880.02%0.03%0.03%Q1 2022Q4 20238
NewEdge Advisors, LLC 610.00%0.01%0.03%Q4 2021Q3 20237
Capital Asset Advisory Services LLC 610.00%0.01%0.03%Q4 2019Q3 20217
LEVEL FOUR ADVISORY SERVICES, LLC 520.02%0.02%0.04%Q4 2016Q3 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.14%0.23%0.33%Q2 2013Q4 20147
Milestone Advisory Partners 770.92%2.62%3.56%Q1 2022Q3 20237
Mariner, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
DUMONT & BLAKE INVESTMENT ADVISORS LLC 770.13%0.16%0.18%Q1 2022Q3 20237
Stratford Consulting, LLC 610.02%0.17%0.24%Q2 2013Q4 20197
SIGNATUREFD, LLC 410.00%0.01%0.02%Q1 2015Q3 20237
Pinnacle Bancorp, Inc. 610.01%0.01%0.02%Q1 2017Q1 20207
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.01%Q1 2021Q3 20237
Cobble Hill Financial Services, INC 770.12%0.18%0.37%Q1 2013Q3 20147
WFG Advisors, LP 770.00%0.00%0.01%Q2 2013Q4 20147
Lee Financial Co 770.01%0.01%0.01%Q1 2022Q3 20237
Placemark Investments, Inc. 770.04%0.05%0.05%Q2 2013Q4 20147
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 430.00%0.01%0.02%Q4 2013Q3 20157
Atria Wealth Solutions, Inc. 770.04%0.05%0.07%Q1 2022Q3 20237
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.01%0.01%Q2 2013Q3 20146
Johnson Financial Group, Inc. 660.00%0.00%0.00%Q2 2014Q3 20156
SII INVESTMENTS INC/WI 660.03%0.04%0.05%Q2 2013Q3 20146
WealthShield Partners, LLC 660.00%0.00%0.01%Q4 2017Q1 20196
HUNTINGTON NATIONAL BANK 510.00%0.00%0.00%Q1 2009Q4 20126
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
SCS Capital Management LLC 660.07%0.21%0.49%Q2 2013Q3 20146
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 420.00%0.00%0.00%Q4 2016Q2 20186
ICON ADVISERS INC/CO 660.20%0.23%0.26%Q4 2015Q1 20176
Advisors Preferred, LLC 310.02%0.04%0.14%Q2 2016Q4 20226
Virtus Investment Advisers, Inc. 660.68%0.80%0.85%Q3 2016Q4 20176
BAR HARBOR WEALTH MANAGEMENT 660.03%0.03%0.04%Q1 2013Q2 20146
Independence Bank of Kentucky 660.00%0.01%0.02%Q1 2019Q2 20206
MILLENNIUM MANAGEMENT LLC 420.00%0.00%0.01%Q4 2014Q2 20166
B. Riley Wealth Management, Inc. 660.02%0.04%0.04%Q1 2014Q2 20156
Highlander Capital Management, LLC 660.00%0.00%0.00%Q3 2017Q4 20186
OXFORD FINANCIAL GROUP, LTD. LLC 660.01%0.57%0.94%Q4 2018Q1 20206
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Bison Wealth, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Anchor Investment Management, LLC 660.00%0.01%0.01%Q3 2017Q4 20186
SEI INVESTMENTS CO 660.00%0.00%0.00%Q1 2017Q2 20186
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Well Done, LLC 660.05%0.65%0.88%Q1 2022Q2 20236
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 660.10%0.14%0.17%Q1 2019Q2 20206
Prospera Financial Services Inc 420.01%0.01%0.01%Q1 2022Q3 20236
Rockefeller Capital Management L.P. 510.00%0.00%0.00%Q4 2020Q4 20226
Vantage Investment Advisors, LLC 660.00%0.00%0.00%Q3 2015Q4 20166
Timber Hill LLC 510.00%0.00%0.01%Q1 2015Q2 20176
TD Ameritrade Trust Co 660.00%0.00%0.00%Q2 2013Q3 20146
One Capital Management, LLC 510.00%0.17%0.22%Q3 2014Q1 20236
Sowell Financial Services LLC 660.00%0.00%0.00%Q4 2019Q1 20216
BB&T SECURITIES, LLC 550.01%0.01%0.01%Q3 2013Q3 20145
REGIONS FINANCIAL CORP 410.00%0.00%0.00%Q1 2022Q3 20235
Allworth Financial LP 310.00%0.00%0.00%Q2 2018Q3 20235
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 551.43%2.46%3.58%Q4 2018Q4 20195
W.H. Cornerstone Investments Inc. 550.19%0.21%0.22%Q3 2022Q3 20235
Ameritas Investment Company, LLC 310.00%0.13%0.63%Q1 2019Q1 20215
RELIANCE TRUST CO OF DELAWARE 550.03%0.03%0.03%Q3 2013Q3 20145
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q2 2013Q2 20145
JT Stratford LLC 550.17%0.20%0.23%Q3 2017Q3 20185
MinichMacGregor Wealth Management, LLC 555.84%6.39%7.46%Q1 2022Q1 20235
Walleye Trading LLC 310.00%0.00%0.01%Q2 2013Q3 20155
STOCK YARDS BANK & TRUST CO 550.04%0.05%0.06%Q2 2014Q2 20155
PFG Advisors 550.03%0.03%0.03%Q3 2022Q3 20235
Ironsides Asset Advisors, LLC 550.12%0.14%0.17%Q2 2014Q2 20155
Coppell Advisory Solutions LLC 410.15%0.25%0.60%Q4 2020Q3 20235
Goodwin Investment Advisory 550.01%0.01%0.02%Q3 2022Q3 20235
Euclid Advisors LLC 550.14%0.25%0.44%Q2 2015Q2 20165
Vontobel Swiss Wealth Advisors AG 550.14%0.19%0.23%Q2 2019Q2 20205
Argentus Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
CWM, LLC 210.00%0.02%0.10%Q3 2018Q3 20235
RGT Wealth Advisors, LLC 550.16%0.19%0.25%Q3 2016Q3 20175
Avion Wealth 550.00%0.00%0.00%Q1 2020Q1 20215
IFC Holdings Incorporated/FL 550.06%0.07%0.08%Q3 2013Q3 20145
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 410.00%0.00%0.01%Q2 2022Q3 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
Newbridge Financial Services Group, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Cadent Capital Advisors, LLC 551.82%3.03%6.53%Q1 2022Q1 20235
Caprock Group, LLC 550.13%0.14%0.15%Q1 2016Q1 20175
Baystate Wealth Management LLC 410.00%0.00%0.00%Q1 2019Q3 20235
Plante Moran Financial Advisors, LLC 550.15%0.21%0.37%Q1 2015Q1 20165
WILMINGTON TRUST CO 550.01%0.01%0.01%Q2 2013Q2 20145
B. Riley Wealth Advisors, Inc. 110.00%0.03%0.10%Q2 2013Q4 20224
THEORY FINANCIAL LLC 442.02%2.12%2.25%Q4 2022Q3 20234
Bard Financial Services, Inc. 310.02%0.02%0.02%Q1 2022Q2 20234
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2014Q3 20204
CAHABA WEALTH MANAGEMENT, INC. 440.08%0.21%0.33%Q3 2017Q2 20184
Financial Freedom, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Great Lakes Retirement, Inc. 440.68%0.87%1.32%Q4 2022Q3 20234
ATHERTON LANE ADVISERS, LLC 440.02%0.03%0.05%Q2 2014Q1 20154
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
Nalls Sherbakoff Group, LLC 310.04%0.06%0.13%Q4 2018Q3 20234
MGO ONE SEVEN LLC 220.03%0.07%0.17%Q4 2017Q3 20224
TimeScale Financial, Inc. 440.00%0.01%0.01%Q2 2019Q1 20204
Hudock, Inc. 440.00%0.01%0.01%Q4 2013Q3 20144
White Lighthouse Investment Management Inc. 440.12%0.14%0.15%Q4 2017Q3 20184
Ironwood Financial, llc 440.02%0.03%0.04%Q4 2014Q3 20154
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q4 2014Q3 20154
Equitable Holdings, Inc. 220.01%0.01%0.01%Q4 2019Q1 20214
PRINCETON CAPITAL MANAGEMENT LLC 440.08%0.09%0.11%Q3 2021Q2 20224
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Surevest, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Crosspoint Capital Strategies, LLC 220.00%0.02%0.03%Q4 2013Q4 20154
LGT Financial Advisors LLC 210.05%0.05%0.06%Q4 2022Q3 20233
Tactical Allocation Group LLC 330.29%4.14%7.19%Q2 2014Q4 20143
COMERICA SECURITIES INC 210.03%0.07%0.16%Q4 2014Q3 20183
Bellwether Advisors, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
KCM INVESTMENT ADVISORS LLC 330.05%0.05%0.06%Q4 2014Q2 20153
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
AGF INVESTMENTS INC. 330.01%0.01%0.01%Q4 2016Q2 20173
COMERICA SECURITIES,INC. 210.01%0.02%0.03%Q3 2019Q4 20223
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Renaissance Technologies 210.00%0.00%0.00%Q1 2022Q2 20233
WESBANCO BANK INC 330.01%0.02%0.02%Q1 2019Q3 20193
MDE Group 210.01%0.02%0.03%Q2 2013Q2 20143
Country Club Trust Company, n.a. 330.06%0.23%0.33%Q2 2013Q4 20133
Intersect Capital LLC 330.19%0.20%0.22%Q4 2014Q2 20153
PRINCIPAL FINANCIAL GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Evensky & Katz LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Capital Wealth Alliance, LLC 330.37%0.41%0.46%Q2 2022Q4 20223
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Argent Trust Co 210.09%0.10%0.11%Q1 2015Q4 20163
MKD WEALTH COACHES, LLC 330.00%0.02%0.05%Q4 2018Q2 20193
NEWGATE CAPITAL MANAGEMENT LLC 110.19%0.34%0.56%Q4 2013Q4 20153
ASPIRIANT, LLC 330.02%0.04%0.06%Q1 2017Q3 20173
INVESTMENT CENTERS OF AMERICA INC 330.02%0.02%0.02%Q4 2016Q2 20173
Capital CS Group, LLC 331.49%1.68%1.99%Q3 2022Q1 20233
Endurance Wealth Management, Inc. 210.00%0.00%0.00%Q2 2015Q2 20163
1919 Investment Counsel, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
STEPHENS INC /AR/ 330.01%0.07%0.10%Q1 2022Q3 20223
Apeiron RIA LLC 330.11%0.15%0.21%Q1 2023Q3 20233
Detwiler Fenton Investment Management LLC 330.47%0.55%0.72%Q4 2009Q2 20103
Personal Wealth Partners 330.03%0.04%0.05%Q2 2019Q4 20193
Advisor OS, LLC 210.04%0.28%0.42%Q1 2021Q4 20213
Advisor Resource Council 330.18%0.32%0.46%Q1 2023Q3 20233
ARGI Investment Services, LLC 330.04%0.05%0.06%Q3 2013Q1 20143
Mine & Arao Wealth Creation & Management, LLC. 330.02%0.02%0.02%Q4 2019Q2 20203
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20153
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Goodman Advisory Group, LLC 330.03%0.06%0.10%Q2 2022Q4 20223
SOL Capital Management CO 110.06%0.06%0.06%Q1 2017Q2 20183
LS Investment Advisors, LLC 330.01%0.01%0.02%Q2 2013Q4 20133
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
PATTEN & PATTEN INC/TN 210.02%0.03%0.04%Q2 2013Q2 20143
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
RPg Family Wealth Advisory, LLC 220.08%0.08%0.09%Q4 2015Q1 20162
Strategic Blueprint, LLC 110.01%0.02%0.02%Q3 2019Q2 20212
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q4 2019Q4 20212
QUADRANT CAPITAL GROUP LLC 220.01%0.01%0.01%Q2 2015Q3 20152
Poehling Capital Management, INC. 110.00%0.00%0.00%Q4 2017Q2 20182
CALTON & ASSOCIATES, INC. 110.01%0.11%0.21%Q4 2017Q1 20222
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 220.07%0.07%0.07%Q4 2013Q1 20142
First Heartland Consultants, Inc. 110.03%0.04%0.05%Q2 2013Q2 20222
LEGG MASON, INC. 220.02%0.07%0.12%Q3 2016Q4 20162
Squarepoint Ops LLC 110.01%0.04%0.08%Q1 2022Q1 20222
American Financial Network Advisory Services LLC 220.02%0.03%0.03%Q3 2017Q4 20172
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2022Q2 20232
PENSECO FINANCIAL SERVICES CORP 220.04%0.04%0.04%Q2 2013Q3 20132
Teamwork Financial Advisors, LLC 220.28%0.28%0.28%Q1 2022Q2 20222
COMMERCE BANK 220.00%0.01%0.01%Q2 2014Q3 20142
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q2 2018Q3 20182
SVB WEALTH LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q1 2014Q3 20222
MENLO ADVISORS LLC 221.94%2.68%3.42%Q1 2022Q2 20222
FNY Investment Advisers, LLC 110.00%0.01%0.01%Q2 2018Q3 20232
Lombard Odier & Cie (Canada), Limited Partnership 220.49%0.50%0.52%Q1 2014Q2 20142
Coppell Advisory Solutions Corp. 220.15%0.16%0.17%Q4 2022Q1 20232
MORRIS FINANCIAL CONCEPTS, INC. 220.00%0.00%0.00%Q2 2022Q3 20222
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
Centerpoint Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Belvedere Advisors LLC 220.99%1.02%1.06%Q1 2019Q2 20192
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
MONROE BANK & TRUST/MI 220.01%0.01%0.01%Q2 2013Q3 20132
Laird Norton Wetherby Wealth Management, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Moran Wealth Management, LLC 220.05%0.06%0.06%Q4 2022Q1 20232
Bridgecreek Investment Management, LLC 220.04%0.04%0.04%Q2 2013Q3 20132
Grove Bank & Trust 220.01%0.01%0.01%Q4 2015Q1 20162
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
MIZUHO SECURITIES USA LLC 220.05%0.20%0.35%Q3 2016Q4 20162
BEL AIR INVESTMENT ADVISORS LLC 220.21%0.21%0.22%Q2 2013Q3 20132
Mount Yale Investment Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.01%Q2 2020Q3 20202
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q4 2019Q1 20202
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Stevens First Principles Investment Advisors 220.00%0.00%0.00%Q2 2013Q3 20132
CENTRAL BANK & TRUST CO 220.01%0.01%0.01%Q2 2013Q3 20132
CX Institutional 220.04%0.04%0.04%Q2 2023Q3 20232
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q1 2018Q2 20192
Meristem Family Wealth, LLC 220.15%2.94%5.73%Q4 2014Q1 20152
55I, LLC 220.01%0.02%0.03%Q2 2022Q3 20222
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.04%0.04%0.05%Q2 2022Q3 20222
Harbour Capital Advisors, LLC 110.05%0.06%0.06%Q3 2016Q1 20172
TRUE Private Wealth Advisors 110.00%0.00%0.01%Q3 2018Q2 20192
AE Wealth Management LLC 220.01%0.01%0.01%Q1 2022Q2 20222
EPG Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
STRATEGIC WEALTH MANAGEMENT INC 111.66%1.87%2.08%Q3 2013Q4 20142
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
WOLVERINE ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2016Q2 20182
COLONY GROUP LLC 220.03%0.03%0.03%Q4 2014Q1 20152
MATRIX PRIVATE CAPITAL GROUP LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2014Q3 20141
Trexquant Investment LP 110.01%0.01%0.01%Q2 2022Q2 20221
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Hexagon Capital Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Venturi Wealth Management, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Congress Wealth Management LLC / DE / 110.05%0.05%0.05%Q3 2023Q3 20231
1832 Asset Management L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
Braver Wealth Management, LLC 110.20%0.20%0.20%Q3 2013Q3 20131
Colonial Trust Co / SC 110.02%0.02%0.02%Q4 2022Q4 20221
IFG Advisory, LLC 110.10%0.10%0.10%Q3 2018Q3 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q2 20131
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
DRW Securities, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ASSETMARK, INC 110.00%0.00%0.00%Q1 2016Q1 20161
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q2 2013Q2 20131
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
BALYASNY ASSET MANAGEMENT L.P. 110.10%0.10%0.10%Q3 2018Q3 20181
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Riggs Asset Managment Co. Inc. 111.99%1.99%1.99%Q2 2014Q2 20141
KM Capital Management Ltd. 110.20%0.20%0.20%Q4 2022Q4 20221
Landmark Wealth Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2022Q2 20221
PHH Investments, Ltd. 110.70%0.70%0.70%Q4 2016Q4 20161
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Ifrah Financial Services, Inc. 110.15%0.15%0.15%Q2 2018Q2 20181
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2018Q4 20181
AMJ Financial Wealth Management 110.36%0.36%0.36%Q2 2021Q2 20211
FLOW TRADERS U.S. LLC 110.06%0.06%0.06%Q3 2021Q3 20211
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Essex Savings Bank 110.01%0.01%0.01%Q4 2018Q4 20181
Bell Rock Capital LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Palisades Hudson Asset Management, L.P. 110.99%0.99%0.99%Q4 2015Q4 20151
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
BUCKINGHAM STRATEGIC WEALTH, LLC 110.36%0.36%0.36%Q3 2014Q3 20141
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Center for Financial Planning, Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Belvedere Trading LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Q3 Asset Management 110.83%0.83%0.83%Q3 2023Q3 20231
Oak Asset Management, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Blueshift Asset Management, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.05%0.05%0.05%Q2 2013Q2 20131
Destiny Wealth Partners, LLC 112.38%2.38%2.38%Q4 2022Q4 20221
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Carnick & Kubik, LLC 110.69%0.69%0.69%Q3 2015Q3 20151
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q1 2017Q1 20171
Spectrum Management Group, LLC 110.30%0.30%0.30%Q2 2022Q2 20221
SOUTHERN CAPITAL ADVISORS, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
Cornerstone Wealth Management, LLC 110.24%0.24%0.24%Q2 2018Q2 20181
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Transparent Wealth Partners LLC 110.64%0.64%0.64%Q1 2022Q1 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
One Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q1 20181
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.13%0.13%0.13%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Perennial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
WEDBUSH SECURITIES INC 110.04%0.04%0.04%Q3 2014Q3 20141
ROPES WEALTH ADVISORS LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2017Q4 20171
PagnatoKarp Partners LLC 110.21%0.21%0.21%Q4 2016Q4 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Advisors, Inc. 110.12%0.12%0.12%Q1 2016Q1 20161
MADISON INVESTMENT HOLDINGS INC 110.05%0.05%0.05%Q2 2013Q2 20131
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MILLIE CAPITAL MANAGEMENT, LLC 110.34%0.34%0.34%Q2 2015Q2 20151
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q4 2018Q4 20181
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2023Q1 20231
Arete Wealth Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
HBW ADVISORY SERVICES LLC 110.31%0.31%0.31%Q3 2023Q3 20231
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2022Q3 20221
IHT Wealth Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
G&S Capital LLC 110.46%0.46%0.46%Q1 2021Q1 20211
Westover Capital Advisors, LLC 110.18%0.18%0.18%Q2 2015Q2 20151
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Graticule Asia Macro Advisors LLC 111.89%1.89%1.89%Q4 2018Q4 20181
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.00%0.00%Q2 2023Q2 20231
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
ODonnell Financial Services, LLC 115.51%5.51%5.51%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
TWIN FOCUS CAPITAL PARTNERS, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Secure Asset Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
External links

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