ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2030.00%0.00%0.00%Q2 2013Q3 202348
GOLDMAN SACHS GROUP INC 4210.00%0.00%0.01%Q1 2012Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 40400.00%0.00%0.05%Q4 2013Q3 202340
LPL Financial LLC 3620.00%0.00%0.02%Q2 2013Q3 202340
Tower Research Capital LLC (TRC) 29100.00%0.04%0.26%Q4 2013Q3 202339
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
HOWARD CAPITAL MANAGEMENT 32320.04%0.22%0.67%Q1 2013Q4 202032
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q3 2013Q3 202328
Citadel Advisors 1410.00%0.00%0.00%Q4 2014Q3 202326
Geneos Wealth Management Inc. 26260.00%0.00%0.00%Q1 2016Q2 202226
LADENBURG THALMANN FINANCIAL SERVICES INC. 1580.00%0.00%0.00%Q2 2013Q4 201923
IFP Advisors, Inc 1480.00%0.00%0.01%Q4 2015Q2 202122
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
HSBC HOLDINGS PLC 20200.00%0.00%0.00%Q1 2012Q4 201620
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Capital Analysts, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q4 2014Q1 202318
Plante Moran Financial Advisors, LLC 18180.00%0.01%0.01%Q3 2017Q4 202118
SPINNAKER TRUST 710.01%0.29%1.12%Q2 2013Q1 202218
Transamerica Financial Advisors, Inc. 910.00%0.00%0.04%Q2 2013Q2 201917
SG Americas Securities, LLC 1160.00%0.03%0.14%Q2 2013Q4 201717
Winfield Associates, Inc. 17170.01%0.01%0.01%Q4 2013Q4 201717
Creative Planning 810.00%0.00%0.00%Q2 2013Q3 202216
Sandy Spring Bank 16160.00%0.00%0.00%Q1 2014Q4 201716
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 15150.01%0.02%0.03%Q2 2020Q4 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
CUMBERLAND ADVISORS INC 15152.36%3.73%6.89%Q1 2014Q3 201715
FIFTH THIRD BANCORP 1130.00%0.00%0.00%Q4 2013Q2 201714
Advisors Preferred, LLC 410.00%0.04%0.09%Q4 2013Q1 202114
STIFEL FINANCIAL CORP 13130.00%0.00%0.00%Q4 2014Q4 201713
SevenBridge Financial Group, LLC 13130.02%0.03%0.04%Q2 2016Q2 201913
Independent Portfolio Consultants, Inc. 13130.01%0.02%0.04%Q2 2014Q2 201713
American Portfolios Advisors 840.00%0.00%0.00%Q4 2017Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Howard Capital Management Group, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
JPMORGAN CHASE & CO 610.00%0.00%0.00%Q2 2016Q2 202311
Mirae Asset Global Investments Co., Ltd. 10100.00%0.01%0.01%Q3 2020Q4 202210
Raymond James Financial Services Advisors, Inc. 730.00%0.00%0.00%Q2 2019Q2 202210
Pinnacle Advisory Group, Inc. 410.03%0.11%0.35%Q3 2013Q4 201610
Robinson Value Management, Ltd. 710.27%0.32%0.36%Q1 2017Q4 20199
Kesler, Norman & Wride, LLC 990.07%0.93%1.77%Q2 2021Q2 20239
Virtu KCG Holdings LLC 410.01%0.01%0.02%Q3 2013Q4 20169
Nikulski Financial, Inc. 990.28%0.40%0.53%Q1 2021Q1 20239
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
Private Capital Group, LLC 880.00%0.00%0.01%Q4 2017Q3 20198
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
DEUTSCHE BANK AG\ 710.00%0.00%0.01%Q1 2014Q3 20198
M Holdings Securities, Inc. 710.08%0.21%0.30%Q4 2013Q1 20178
WRAPMANAGER INC 770.38%0.42%0.46%Q3 2012Q1 20147
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
BLAIR WILLIAM & CO/IL 770.00%0.00%0.00%Q4 2018Q2 20207
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
BENJAMIN F. EDWARDS & COMPANY, INC. 520.01%0.01%0.01%Q1 2015Q2 20197
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.00%Q1 2021Q4 20227
Snowden Capital Advisors LLC 320.00%0.01%0.01%Q2 2019Q1 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q3 2013Q1 20226
Bison Wealth, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.02%0.04%0.06%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Perigon Wealth Management, LLC 660.02%0.03%0.04%Q2 2016Q3 20176
CREDIT SUISSE AG/ 420.00%0.00%0.00%Q1 2013Q3 20146
PNC FINANCIAL SERVICES GROUP, INC. 310.00%0.00%0.00%Q4 2013Q2 20236
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Baker Avenue Asset Management, LP 320.01%0.06%0.11%Q4 2013Q1 20235
RAYMOND JAMES & ASSOCIATES 320.00%0.01%0.03%Q1 2014Q1 20225
Brinker Capital Investments, LLC 550.08%0.08%0.08%Q2 2013Q2 20145
Cutler Group LLC / CA 310.00%0.00%0.00%Q4 2015Q2 20235
Partnervest Advisory Services LLC 550.01%0.04%0.06%Q2 2013Q2 20145
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q4 2018Q3 20215
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Integrated Investment Consultants, LLC 440.01%0.01%0.01%Q1 2016Q4 20164
BerganKDV Wealth Management, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q2 2021Q3 20234
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2013Q1 20144
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q1 2019Q4 20194
AMERIPRISE FINANCIAL INC 440.00%0.00%0.00%Q4 2013Q3 20144
Faithward Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q1 2014Q1 20214
ESG Planning 440.32%0.50%0.60%Q1 2022Q4 20224
OPPENHEIMER & CO INC 440.01%0.01%0.01%Q1 2019Q4 20194
FLOW TRADERS U.S. LLC 330.07%0.07%0.08%Q1 2022Q3 20223
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
PARSONS CAPITAL MANAGEMENT INC/RI 330.02%0.02%0.02%Q1 2022Q3 20223
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Milestone Advisory Partners 331.26%1.40%1.60%Q1 2018Q3 20183
Country Club Trust Company, n.a. 330.03%0.03%0.03%Q1 2014Q3 20143
RiverFront Investment Group, LLC 330.79%1.23%1.48%Q1 2014Q3 20143
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
BB&T SECURITIES, LLC 330.03%0.04%0.05%Q1 2014Q3 20143
Winslow, Evans & Crocker, Inc. 330.00%0.00%0.00%Q4 2013Q2 20143
Waverly Advisors, LLC 330.00%0.01%0.01%Q2 2014Q4 20143
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20203
COOKSON PEIRCE & CO INC 210.03%0.03%0.04%Q1 2022Q1 20233
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q4 2021Q2 20223
Sunbelt Securities, Inc. 210.04%0.04%0.05%Q1 2022Q4 20223
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
First Allied Advisory Services, Inc. 110.00%0.01%0.02%Q3 2014Q3 20193
Gladstone Institutional Advisory LLC 330.06%0.07%0.09%Q2 2019Q4 20193
Placemark Investments, Inc. 330.01%0.01%0.02%Q1 2014Q3 20143
Ifrah Financial Services, Inc. 220.16%0.16%0.16%Q3 2016Q4 20162
AE Wealth Management LLC 220.02%0.03%0.03%Q2 2017Q3 20172
Cetera Advisors LLC 220.06%0.06%0.07%Q1 2014Q2 20142
COMMONWEALTH EQUITY SERVICES, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Janney Capital Management LLC 220.06%0.07%0.07%Q3 2015Q4 20152
Centerpoint Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Ayalon Insurance Comp Ltd. 220.05%0.05%0.06%Q1 2015Q2 20152
Rather & Kittrell, Inc. 220.32%0.32%0.32%Q4 2021Q1 20222
Timber Hill LLC 220.00%0.00%0.00%Q3 2013Q4 20132
RATIONAL ADVISORS LLC 110.01%0.02%0.02%Q1 2010Q2 20112
MEITAV INVESTMENT HOUSE LTD 220.59%0.80%1.01%Q1 2018Q2 20182
ELLIOTT MANAGEMENT CORP 220.65%0.66%0.67%Q3 2016Q4 20162
Invesco Ltd. 220.00%0.00%0.00%Q2 2013Q3 20132
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2018Q4 20182
STEPHENS INC /AR/ 220.06%0.06%0.06%Q1 2019Q2 20192
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
SUNTRUST BANKS INC 220.01%0.01%0.01%Q2 2015Q3 20152
Arlington Capital Management, Inc. 229.12%11.12%13.12%Q1 2019Q2 20192
Clark Capital Management Group, Inc. 110.03%0.20%0.38%Q1 2014Q2 20152
WBI INVESTMENTS, LLC 110.03%0.06%0.10%Q3 2013Q1 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NewEdge Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
EWG Elevate Inc. 110.71%0.85%0.98%Q1 2021Q2 20232
Tradewinds Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2017Q4 20171
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SOCIETE GENERALE 110.08%0.08%0.08%Q2 2016Q2 20161
Private Advisory Group LLC 110.06%0.06%0.06%Q4 2022Q4 20221
RWA WEALTH PARTNERS, LLC 110.47%0.47%0.47%Q1 2021Q1 20211
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Hudock, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
MML INVESTORS SERVICES, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
BNP PARIBAS FINANCIAL MARKETS 110.06%0.06%0.06%Q2 2016Q2 20161
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Archer Investment Corp 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Mariner, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2015Q1 20151
CHURCHILL MANAGEMENT Corp 110.71%0.71%0.71%Q1 2019Q1 20191
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2022Q1 20221
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
M&T BANK CORP 110.00%0.00%0.00%Q2 2013Q2 20131
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Manchester Capital Management LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Grandview Asset Management LLC 110.09%0.09%0.09%Q4 2021Q4 20211
OPPENHEIMER ASSET MANAGEMENT INC. 110.01%0.01%0.01%Q1 2019Q1 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Allworth Financial LP 110.00%0.00%0.00%Q1 2019Q1 20191
HOLLENCREST CAPITAL MANAGEMENT 110.76%0.76%0.76%Q4 2013Q4 20131
Cetera Investment Advisers 110.01%0.01%0.01%Q4 2021Q4 20211
Freedom Investment Management, Inc. 110.06%0.06%0.06%Q1 2017Q1 20171
DRW Securities, LLC 110.05%0.05%0.05%Q4 2013Q4 20131
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Argentus Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
External links

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