ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3950.00%0.00%0.01%Q2 2013Q2 202489
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202448
Destination Wealth Management 46461.85%2.60%3.16%Q1 2013Q2 202446
COMMERCE BANK 46460.00%0.01%0.01%Q1 2013Q2 202446
US BANCORP \DE\ 45450.00%0.00%0.00%Q2 2013Q2 202445
WEBSTER BANK, N. A. 45450.10%0.15%0.20%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.02%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.00%0.00%0.01%Q2 2013Q2 202445
CLIFFORD SWAN INVESTMENT COUNSEL LLC 45450.02%0.03%0.05%Q2 2013Q2 202445
PITTENGER & ANDERSON INC 45450.00%0.28%0.44%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.02%0.11%Q2 2013Q2 202445
Bank of New York Mellon Corp 45450.00%0.00%0.00%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.02%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.01%0.02%0.03%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.01%0.01%0.04%Q2 2013Q2 202445
D.A. DAVIDSON & CO. 45450.00%0.01%0.01%Q2 2013Q2 202445
LPL Financial LLC 45450.01%0.02%0.04%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.01%0.02%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.00%0.03%0.14%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.02%Q2 2013Q2 202445
GOLDMAN SACHS GROUP INC 4210.00%0.01%0.01%Q2 2012Q2 202445
B. Riley Wealth Advisors, Inc. 45450.04%0.14%0.34%Q2 2013Q2 202445
Asset Management Group, Inc. 45450.61%0.78%1.05%Q2 2013Q2 202445
Creative Planning 3680.00%0.00%0.00%Q2 2013Q2 202444
Raymond James Financial Services Advisors, Inc. 4040.02%0.10%0.35%Q2 2013Q2 202444
HighTower Advisors, LLC 4310.00%0.01%0.01%Q2 2013Q2 202444
LAZARD ASSET MANAGEMENT LLC 32120.00%0.01%0.06%Q2 2013Q2 202444
Janney Montgomery Scott LLC 44440.01%0.09%1.09%Q3 2013Q2 202444
HUNTINGTON NATIONAL BANK 1710.00%0.00%0.00%Q4 2010Q2 202444
MERIDIAN INVESTMENT COUNSEL INC. 43430.57%0.82%1.19%Q4 2013Q2 202443
Cetera Advisors LLC 43430.04%0.08%0.15%Q2 2013Q4 202343
Mathes Company, Inc. 3750.89%3.40%5.59%Q4 2013Q2 202442
St. Johns Investment Management Company, LLC 42420.16%0.32%1.37%Q1 2014Q2 202442
FIFTH THIRD BANCORP 3290.00%0.00%0.00%Q2 2013Q2 202441
NORTHSTAR ASSET MANAGEMENT Co LLC 2220.09%0.20%0.41%Q2 2013Q2 202440
BAILARD, INC. 3460.05%0.33%0.48%Q2 2014Q2 202440
Perigon Wealth Management, LLC 3310.02%0.09%0.16%Q3 2011Q2 202440
Bollard Group LLC 40400.00%0.01%0.02%Q3 2014Q2 202440
M&T BANK CORP 21180.00%0.01%0.08%Q3 2014Q2 202439
Cambridge Investment Research Advisors, Inc. 3510.01%0.02%0.04%Q4 2013Q2 202439
UBS Group AG 39390.01%0.01%0.01%Q4 2014Q2 202439
Family Firm, Inc. 39390.16%0.24%0.33%Q4 2014Q2 202439
BOSTON FAMILY OFFICE LLC 39390.02%0.05%0.10%Q4 2014Q2 202439
SMITH, MOORE & CO. 3620.09%0.15%0.22%Q4 2014Q2 202438
Cutler Group LLC / CA 1410.00%0.01%0.07%Q3 2017Q1 202437
Patten Group, Inc. 3160.04%0.13%0.25%Q4 2014Q2 202437
Advisory Services Network, LLC 2980.00%0.08%0.28%Q4 2014Q2 202437
Manchester Capital Management LLC 35350.02%0.04%0.08%Q4 2015Q2 202435
MURPHY CAPITAL MANAGEMENT INC 35350.03%0.05%0.07%Q4 2013Q2 202235
RAYMOND JAMES & ASSOCIATES 35350.00%0.02%0.18%Q4 2015Q2 202435
Baird Financial Group, Inc. 35350.00%0.00%0.03%Q4 2015Q2 202435
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.02%Q2 2013Q4 202135
Citadel Advisors 1810.00%0.00%0.01%Q1 2014Q4 202334
People's United Financial, Inc. 17170.01%0.01%0.02%Q2 2013Q4 202134
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34342.06%3.17%4.21%Q1 2016Q2 202434
Geneos Wealth Management Inc. 34340.01%0.04%0.10%Q1 2016Q2 202434
BINGHAM OSBORN & SCARBOROUGH LLC 34340.75%0.91%1.49%Q2 2013Q3 202134
J.P. Morgan Private Wealth Advisors LLC 3040.00%0.01%0.06%Q3 2014Q3 202334
DEUTSCHE BANK AG\ 2660.00%0.00%0.02%Q3 2013Q2 202432
EASTERN BANK 3020.02%0.02%0.04%Q2 2013Q2 202432
Transform Wealth, LLC 2840.16%0.34%0.59%Q2 2016Q2 202432
BBVA USA Bancshares, Inc. 32320.13%0.17%0.29%Q2 2013Q1 202132
STIFEL FINANCIAL CORP 2750.00%0.01%0.02%Q4 2014Q2 202432
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.00%0.00%Q2 2013Q2 202432
CIBC WORLD MARKET INC. 2620.00%0.02%0.04%Q4 2015Q2 202431
Mariner, LLC 2380.01%0.09%0.32%Q2 2013Q2 202431
Private Advisor Group, LLC 2610.01%0.02%0.04%Q3 2014Q2 202431
High Falls Advisors, Inc 1960.07%0.14%0.20%Q4 2015Q2 202431
PEOPLES BANK /OH 1360.13%0.19%0.81%Q4 2015Q2 202431
IHT Wealth Management, LLC 30300.01%0.19%0.50%Q1 2017Q2 202430
SCOTIA CAPITAL INC. 30300.00%0.03%0.04%Q1 2017Q2 202430
FMR LLC 30300.00%0.00%0.00%Q1 2017Q2 202430
Tufton Capital Management 30300.06%0.09%0.13%Q1 2017Q2 202430
Parallel Advisors, LLC 29290.01%0.01%0.02%Q4 2016Q4 202329
IFP Advisors, Inc 1710.00%0.01%0.05%Q4 2015Q3 202329
WealthTrust Axiom LLC 29290.08%0.14%0.25%Q2 2017Q2 202429
Tower Research Capital LLC (TRC) 910.00%0.03%0.18%Q4 2014Q2 202429
AFT, FORSYTH & COMPANY, INC. 2720.56%2.03%2.76%Q2 2013Q2 202429
Bogart Wealth, LLC 28280.00%0.01%0.03%Q3 2017Q2 202428
CREDIT SUISSE AG/ 1220.00%0.00%0.01%Q1 2013Q3 202028
Westside Investment Management, Inc. 1810.00%0.03%0.09%Q4 2016Q2 202428
White Lighthouse Investment Management Inc. 27271.02%1.75%2.88%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.03%0.04%0.06%Q4 2017Q2 202427
Independence Bank of Kentucky 27270.02%0.03%0.03%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
JANE STREET GROUP, LLC 810.00%0.01%0.03%Q2 2014Q2 202427
BB&T SECURITIES, LLC 26260.01%0.02%0.02%Q2 2013Q3 201926
SYNOVUS FINANCIAL CORP 1310.00%0.00%0.01%Q2 2013Q2 202426
AXA S.A. 26260.12%0.22%0.31%Q2 2013Q3 201926
BDO Wealth Advisors, LLC 25250.00%0.00%0.00%Q2 2017Q2 202325
NewEdge Advisors, LLC 25250.02%0.06%0.13%Q2 2018Q2 202425
MML INVESTORS SERVICES, LLC 1640.00%0.01%0.02%Q2 2017Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.06%0.14%Q3 2018Q2 202424
CWM, LLC 13110.02%0.04%0.15%Q2 2018Q2 202424
Legacy Financial Strategies, LLC 24240.48%3.51%6.08%Q3 2018Q2 202424
Horan Securities, Inc. 1160.01%0.01%0.02%Q1 2017Q2 202324
SAWGRASS ASSET MANAGEMENT LLC 1120.01%0.03%0.05%Q2 2018Q2 202423
BALDWIN WEALTH PARTNERS LLC/MA 23230.01%0.01%0.01%Q3 2018Q1 202423
WealthBridge Capital Management, LLC 23230.69%1.63%2.18%Q4 2018Q2 202423
Capital Investment Advisory Services, LLC 23230.00%0.00%0.00%Q4 2018Q2 202423
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.00%0.04%0.19%Q2 2013Q2 202123
Sigma Planning Corp 1410.01%0.02%0.06%Q3 2017Q2 202423
ACIMA PRIVATE WEALTH, LLC 23231.26%1.62%1.85%Q4 2018Q2 202423
Fort Sheridan Advisors LLC 23230.15%0.23%0.37%Q4 2018Q2 202423
Graves Light Lenhart Wealth, Inc. 23230.56%0.73%0.96%Q4 2018Q2 202423
MERCER GLOBAL ADVISORS INC /ADV 22220.01%0.02%0.08%Q1 2019Q2 202422
BROWN ADVISORY INC 1840.00%0.00%0.00%Q2 2013Q2 202422
Capital Analysts, LLC 22220.00%0.00%0.00%Q1 2019Q2 202422
NEXT Financial Group, Inc 910.00%0.01%0.06%Q3 2014Q4 202122
Hall Kathryn A. 21210.16%0.24%0.42%Q2 2019Q2 202421
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 1010.04%0.05%0.06%Q3 2018Q2 202421
FRANKLIN RESOURCES INC 1710.00%0.00%0.00%Q3 2015Q2 202421
Portfolio Strategies, Inc. 21210.57%0.96%3.97%Q2 2019Q2 202421
Rathbones Group PLC 21210.00%0.01%0.01%Q4 2018Q4 202321
INTERACTIVE FINANCIAL ADVISORS, INC. 21210.13%1.19%2.14%Q2 2019Q2 202421
Archer Investment Corp 21210.00%0.00%0.00%Q2 2019Q2 202421
Sunbelt Securities, Inc. 1910.01%0.09%0.29%Q4 2016Q2 202420
Ancora Advisors LLC 1910.00%0.00%0.00%Q3 2018Q2 202420
Cetera Advisor Networks LLC 20200.00%0.01%0.01%Q1 2019Q4 202320
BECK CAPITAL MANAGEMENT, LLC 20200.27%0.48%0.69%Q4 2013Q3 201820
Prospera Financial Services Inc 1550.02%0.05%0.08%Q2 2019Q2 202420
American Portfolios Advisors 20200.04%0.05%0.06%Q4 2017Q3 202220
Concorde Asset Management, LLC 1370.15%0.26%0.48%Q3 2017Q3 202220
Plante Moran Financial Advisors, LLC 1910.01%0.08%0.10%Q1 2015Q1 202420
AdvisorNet Financial, Inc 20200.00%0.00%0.01%Q3 2019Q2 202420
Clarity Wealth Advisors, LLC 19190.76%1.12%1.70%Q4 2019Q2 202419
First National Bank of South Miami 19190.20%0.27%0.33%Q4 2018Q2 202319
MATRIX PRIVATE CAPITAL GROUP LLC 19190.01%0.05%0.13%Q4 2019Q2 202419
Equitable Holdings, Inc. 19191.99%2.75%3.92%Q4 2019Q2 202419
Global Financial Private Client, LLC 19190.08%0.18%0.37%Q4 2019Q2 202419
STEPHENS INC /AR/ 19190.02%0.11%0.22%Q4 2019Q2 202419
Milestone Advisory Partners 19190.47%1.01%2.15%Q1 2019Q3 202319
Bartlett & Co. LLC 840.00%0.00%0.00%Q2 2013Q4 202319
Argent Trust Co 1810.01%0.03%0.07%Q1 2018Q2 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Stratos Wealth Partners, LTD. 1710.00%0.01%0.02%Q1 2018Q2 202419
WHITTIER TRUST CO 1350.00%0.00%0.00%Q4 2018Q2 202418
LUCAS CAPITAL MANAGEMENT 18180.10%0.38%0.79%Q1 2013Q2 201718
NORTHERN TRUST CORP 1350.00%0.00%0.00%Q2 2017Q2 202418
Slow Capital, Inc. 940.05%0.15%0.27%Q4 2017Q3 202218
Polaris Wealth Advisory Group, LLC 1530.02%0.03%0.04%Q3 2017Q1 202218
TRUIST FINANCIAL CORP 18180.01%0.06%0.30%Q4 2019Q1 202418
Stuart Chaussee & Associates, Inc. 18184.32%12.37%29.22%Q1 2020Q2 202418
Blankinship & Foster, LLC 18180.07%0.17%0.26%Q1 2020Q2 202418
Nikulski Financial, Inc. 18180.28%0.43%0.61%Q1 2020Q2 202418
Grassi Investment Management 1710.04%0.05%0.05%Q1 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.01%0.02%0.03%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.05%0.07%Q2 2013Q3 201718
ATTICUS WEALTH MANAGEMENT, LLC 1170.01%0.01%0.02%Q4 2019Q2 202418
TRAPHAGEN INVESTMENT ADVISORS LLC 18180.31%2.17%3.86%Q1 2020Q2 202418
BARTLETT & CO. WEALTH MANAGEMENT LLC 1080.00%0.00%0.00%Q4 2019Q2 202418
AE Wealth Management LLC 1510.01%0.04%0.08%Q3 2018Q4 202318
Transamerica Financial Advisors, Inc. 910.00%0.01%0.07%Q2 2015Q2 202217
Bouchey Financial Group Ltd 810.03%0.04%0.05%Q4 2019Q2 202417
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.01%0.02%Q2 2020Q2 202417
BARCLAYS PLC 810.00%0.00%0.00%Q2 2013Q4 202117
OPPENHEIMER & CO INC 1430.01%0.01%0.04%Q3 2019Q2 202417
RAYMOND JAMES TRUST N.A. 410.01%0.02%0.05%Q1 2015Q2 202417
Kelly Financial Services LLC 17170.02%2.12%7.15%Q2 2020Q2 202417
Belvedere Trading LLC 770.00%0.00%0.01%Q4 2022Q2 202417
Apexium Financial, LP 17170.32%1.78%3.56%Q2 2020Q2 202417
TFC Financial Management, Inc. 16160.02%0.08%0.19%Q3 2020Q2 202416
Cresset Asset Management, LLC 1240.00%0.01%0.01%Q3 2019Q2 202416
PRIO WEALTH LIMITED PARTNERSHIP 16160.01%0.02%0.02%Q2 2020Q1 202416
Steward Partners Investment Advisory, LLC 16160.01%0.03%0.08%Q3 2020Q2 202416
BLAIR WILLIAM & CO/IL 16160.00%0.00%0.00%Q3 2020Q2 202416
ORLEANS CAPITAL MANAGEMENT CORP/LA 16160.17%0.21%0.27%Q2 2020Q1 202416
AVANTAX ADVISORY SERVICES, INC. 830.01%0.01%0.04%Q3 2019Q2 202416
Aries Wealth Management 970.09%0.12%0.13%Q2 2020Q2 202416
Global Retirement Partners, LLC 970.00%0.01%0.04%Q4 2018Q2 202416
Kestra Advisory Services, LLC 16160.01%0.02%0.05%Q3 2020Q2 202416
Valmark Advisers, Inc. 1060.00%0.02%0.07%Q1 2020Q2 202416
Bristlecone Advisors, LLC 15150.04%0.05%0.08%Q4 2020Q2 202415
GM Advisory Group, LLC 15150.04%1.80%5.10%Q4 2020Q2 202415
MONTAG A & ASSOCIATES INC 15150.00%0.00%0.01%Q4 2020Q2 202415
4J Wealth Management LLC 15150.28%0.31%0.34%Q4 2020Q2 202415
Rockefeller Capital Management L.P. 1320.00%0.01%0.02%Q2 2020Q2 202415
First Allied Advisory Services, Inc. 610.00%0.02%0.03%Q4 2014Q3 202015
Pinnacle Advisory Group, Inc. 1230.01%0.53%3.86%Q3 2015Q2 201915
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
Renaissance Technologies 410.00%0.00%0.00%Q1 2018Q1 202415
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Red Door Wealth Management, LLC 960.04%0.09%0.16%Q1 2020Q2 202415
MARINER INDEPENDENT ADVISOR NETWORK, LLC 15150.19%0.31%0.46%Q1 2019Q3 202215
Kesler, Norman & Wride, LLC 15150.14%0.84%1.79%Q4 2020Q2 202415
WealthTrust Fairport, LLC 1050.01%0.54%1.47%Q2 2013Q1 201915
TIEDEMANN ADVISORS, LLC 1120.02%0.13%0.91%Q3 2016Q3 202315
Safeguard Investment Advisory Group, LLC 15150.14%0.24%0.41%Q4 2020Q2 202415
Snowden Capital Advisors LLC 1230.01%0.03%0.06%Q3 2019Q2 202415
Campion Asset Management 14141.28%2.18%4.34%Q1 2021Q2 202414
LBA Wealth Management, LLC 14140.00%0.00%0.01%Q4 2013Q1 201714
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q1 2018Q3 202314
Teamwork Financial Advisors, LLC 14140.12%0.27%0.37%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 720.00%0.00%0.01%Q2 2019Q2 202414
Beaton Management Co. Inc. 860.15%0.18%0.24%Q3 2020Q2 202414
Meridian Wealth Management, LLC 14140.33%0.67%1.00%Q4 2020Q1 202414
Venture Visionary Partners LLC 770.01%0.02%0.03%Q4 2020Q2 202414
SIMPLEX TRADING, LLC 410.00%0.00%0.04%Q3 2017Q2 202414
Crescent Grove Advisors, LLC 14140.09%0.12%0.15%Q1 2021Q2 202414
Cetera Investment Advisers 14140.00%0.01%0.02%Q4 2020Q1 202414
Advisors Preferred, LLC 410.02%0.04%0.07%Q4 2013Q2 202414
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 950.02%0.03%0.04%Q2 2020Q4 202314
Financial Advocates Investment Management 910.01%0.03%0.05%Q2 2020Q2 202413
Asset Dedication, LLC 810.00%0.00%0.00%Q4 2020Q2 202413
WESPAC Advisors, LLC 520.38%0.99%1.91%Q2 2013Q2 202413
Allworth Financial LP 13130.00%0.00%0.00%Q2 2021Q2 202413
SG Americas Securities, LLC 850.00%0.02%0.08%Q3 2013Q4 201613
Vestmark Advisory Solutions, Inc. 13130.02%0.16%0.74%Q2 2020Q2 202313
Bank of New Hampshire 13130.04%0.06%0.10%Q2 2021Q2 202413
Freedom Investment Management, Inc. 1110.02%0.10%0.48%Q4 2013Q4 201913
Founders Financial Alliance, LLC 13130.00%0.00%0.00%Q1 2021Q1 202413
TIEDEMANN TRUST CO 13130.08%0.26%0.72%Q2 2013Q2 201613
Southland Equity Partners LLC 660.08%0.14%0.25%Q4 2020Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
ALBION FINANCIAL GROUP /UT 1110.00%0.00%0.01%Q4 2020Q4 202312
Citizens National Bank Trust Department 12120.03%0.06%0.13%Q3 2021Q2 202412
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
Sound View Wealth Advisors Group, LLC 12120.05%0.06%0.07%Q3 2021Q2 202412
IAG Wealth Partners, LLC 12120.00%0.01%0.01%Q3 2020Q2 202312
PEAPACK GLADSTONE FINANCIAL CORP 830.00%0.01%0.01%Q1 2021Q2 202411
HB Wealth Management, LLC 11110.02%0.09%0.15%Q4 2021Q2 202411
SHELTON WEALTH MANAGEMENT, LLC 11111.50%2.80%3.80%Q4 2021Q2 202411
IEQ CAPITAL, LLC 650.00%0.01%0.01%Q1 2021Q2 202411
PRIVATE CAPITAL MANAGEMENT LLC 650.10%0.12%0.18%Q2 2021Q2 202411
Willis Johnson & Associates, Inc. 11110.05%0.07%0.10%Q4 2021Q2 202411
TD Waterhouse Canada Inc. 11110.00%0.00%0.01%Q4 2021Q2 202411
Atria Investments, Inc 1010.02%0.04%0.10%Q4 2015Q2 202411
Roble, Belko & Company, Inc 11110.02%0.02%0.02%Q1 2015Q3 201711
Bard Financial Services, Inc. 11110.04%0.06%0.07%Q4 2020Q2 202311
Kore Private Wealth LLC 620.01%0.04%0.08%Q4 2018Q3 202211
LINCOLN NATIONAL CORP 11110.01%0.01%0.01%Q3 2020Q1 202311
CARDIFF PARK ADVISORS, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Cerity Partners LLC 11110.05%0.41%1.11%Q4 2021Q2 202411
Missouri Trust & Investment Co 11110.01%0.02%0.02%Q4 2021Q2 202411
Mystic Asset Management, Inc. 11110.19%0.23%0.27%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.01%Q4 2021Q2 202411
RONALD BLUE & CO LLC 11110.02%0.03%0.03%Q2 2013Q4 201511
Patriot Financial Group Insurance Agency, LLC 650.00%0.03%0.05%Q2 2021Q2 202411
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q4 2019Q2 202411
SELDON CAPITAL LP 11110.15%0.50%1.31%Q4 2021Q2 202411
Legacy Wealth Planning, LLC 11110.32%0.40%0.54%Q1 2020Q3 202211
Virtu KCG Holdings LLC 620.00%0.02%0.04%Q1 2014Q2 201711
Retirement Planning Co of New England, Inc. 11110.23%0.29%0.35%Q4 2021Q2 202411
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 740.04%0.06%0.14%Q3 2020Q1 202411
PARAGON FINANCIAL PARTNERS, INC. 11110.26%0.33%0.58%Q4 2021Q2 202411
Kearns & Associates LLC 11110.40%0.53%0.65%Q4 2021Q2 202411
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 10100.01%2.85%3.68%Q1 2020Q2 202210
Concord Wealth Partners 730.00%0.01%0.01%Q4 2021Q2 202410
BRADLEY FOSTER & SARGENT INC/CT 10100.01%0.01%0.02%Q1 2022Q2 202410
SOA Wealth Advisors, LLC. 10100.05%0.08%0.11%Q1 2022Q2 202410
Provident Wealth Management, LLC 10100.01%1.85%4.56%Q4 2019Q1 202210
OAK RIDGE INVESTMENTS LLC 10100.03%0.04%0.05%Q1 2021Q2 202310
Federation des caisses Desjardins du Quebec 10100.00%0.00%0.01%Q1 2022Q2 202410
SIGNET FINANCIAL MANAGEMENT, LLC 640.01%0.04%0.08%Q1 2016Q3 201810
HORIZON BANCORP INC /IN/ 420.22%0.74%1.70%Q4 2019Q2 202410
Tyler-Stone Wealth Management 550.19%0.26%0.31%Q4 2021Q2 202410
Rockbridge Investment Management, LCC 910.00%0.00%0.01%Q2 2020Q4 202310
Atria Wealth Solutions, Inc. 10100.01%0.02%0.04%Q1 2022Q2 202410
Horst & Graben Wealth Management LLC 820.05%1.37%3.25%Q3 2020Q2 202410
CYPRESS CAPITAL MANAGEMENT LLC 910.03%0.04%0.05%Q4 2019Q2 202210
Altshuler Shaham Ltd 10100.01%0.05%0.09%Q2 2020Q3 202210
Pinnacle Bancorp, Inc. 10100.01%0.02%0.03%Q1 2019Q2 202110
NORWOOD FINANCIAL CORP 10100.20%0.30%0.43%Q4 2021Q1 202410
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q2 202410
Capital Market Strategies LLC 550.23%0.26%0.30%Q4 2021Q2 202410
Sowell Financial Services LLC 710.00%0.04%0.12%Q3 2019Q2 202410
INVESTMENT CENTERS OF AMERICA INC 820.02%0.03%0.03%Q1 2015Q3 201710
BAROMETER CAPITAL MANAGEMENT INC. 410.12%0.24%0.40%Q1 2014Q2 202010
HAZLETT, BURT & WATSON, INC. 10100.02%0.18%0.47%Q1 2022Q2 202410
CAMBRIDGE TRUST CO 10100.00%0.00%0.00%Q4 2021Q1 202410
Beacon Capital Management, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Houlihan Financial Resource Group, Ltd. 310.57%0.66%0.78%Q4 2019Q1 20249
SUNTRUST BANKS INC 990.00%0.01%0.01%Q3 2017Q3 20199
QUADRANT CAPITAL GROUP LLC 810.00%0.00%0.01%Q1 2022Q2 20249
Scott & Selber, Inc. 720.08%0.11%0.16%Q3 2020Q2 20249
Advisors Capital Management, LLC 810.00%0.01%0.01%Q4 2020Q2 20249
KCM INVESTMENT ADVISORS LLC 990.01%0.01%0.01%Q2 2020Q2 20229
Clarius Group, LLC 990.04%0.05%0.06%Q2 2022Q2 20249
OSTERWEIS CAPITAL MANAGEMENT INC 520.00%0.02%0.08%Q4 2020Q2 20249
Clarus Wealth Advisors 540.06%0.13%0.18%Q2 2018Q2 20219
Key FInancial Inc 990.01%0.01%0.01%Q2 2022Q2 20249
SAXON INTERESTS, INC. 630.15%0.20%0.25%Q1 2022Q2 20249
MONEY CONCEPTS CAPITAL CORP 610.01%0.03%0.15%Q4 2020Q2 20249
Gryphon Financial Partners LLC 990.06%0.10%0.14%Q4 2017Q4 20199
COMERICA BANK 540.00%0.00%0.01%Q2 2021Q2 20249
Investors Research Corp 990.01%0.01%0.01%Q2 2022Q2 20249
One Wealth Advisors, LLC 810.11%0.14%0.23%Q1 2022Q2 20249
AVIANCE CAPITAL MANAGEMENT, LLC 990.23%0.29%0.37%Q1 2017Q1 20199
MUFG Americas Holdings Corp 990.00%0.01%0.01%Q3 2020Q3 20229
Nationwide Fund Advisors 310.00%0.00%0.00%Q2 2014Q1 20179
Rollins Financial 330.05%0.17%0.34%Q4 2020Q3 20239
Strategic Financial Services, Inc. 990.02%0.94%2.23%Q1 2020Q1 20229
WealthShield Partners, LLC 990.10%0.11%0.13%Q4 2021Q4 20239
Freestone Capital Holdings, LLC 720.00%0.01%0.02%Q3 2020Q2 20249
Mirae Asset Global Investments Co., Ltd. 510.00%0.04%0.12%Q1 2020Q2 20248
CREDIT AGRICOLE S A 880.00%0.00%0.00%Q1 2014Q4 20158
Goodwin Investment Advisory 880.00%0.06%0.46%Q1 2022Q4 20238
Castle Rock Wealth Management, LLC 410.05%0.24%0.46%Q3 2019Q2 20248
Heritage Wealth Advisors 880.01%0.01%0.01%Q3 2020Q2 20228
PRUDENTIAL FINANCIAL INC 510.00%0.01%0.02%Q1 2020Q2 20248
Security Financial Services, INC. 880.22%0.32%0.47%Q3 2022Q2 20248
CALTON & ASSOCIATES, INC. 710.07%0.15%0.20%Q2 2020Q1 20248
Private Capital Group, LLC 880.03%0.03%0.04%Q4 2017Q3 20198
Dakota Wealth Management 410.01%0.02%0.02%Q2 2021Q2 20248
Trexquant Investment LP 310.00%0.02%0.09%Q1 2020Q2 20248
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.00%Q3 2016Q2 20248
Icon Wealth Partners, LLC 320.10%0.12%0.14%Q1 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.13%0.25%0.44%Q1 2020Q4 20218
CREATIVE FINANCIAL DESIGNS INC /ADV 510.01%0.08%0.12%Q3 2019Q2 20248
Semmax Financial Advisors Inc. 530.00%0.05%0.09%Q4 2018Q2 20248
Sequoia Wealth Management, LLC 880.28%1.06%3.06%Q1 2018Q4 20198
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 620.02%0.16%0.25%Q3 2021Q2 20248
Baystate Wealth Management LLC 620.00%0.00%0.00%Q1 2018Q4 20238
SPC Financial, Inc. 881.38%1.58%1.65%Q2 2013Q1 20158
COMMUNITY TRUST & INVESTMENT CO 770.03%0.52%0.74%Q4 2020Q2 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Guidance Point Advisors, LLC 410.08%0.08%0.12%Q2 2020Q2 20247
Vigilant Capital Management, LLC 770.01%0.01%0.01%Q4 2019Q2 20217
Y.D. More Investments Ltd 770.01%0.01%0.01%Q4 2022Q2 20247
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.01%Q2 2013Q4 20147
EP Wealth Advisors, LLC 610.01%0.02%0.06%Q2 2021Q2 20247
Cassady Schiller Wealth Management, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
FIFTH THIRD SECURITIES, INC. 510.37%0.56%0.92%Q4 2016Q2 20197
Milestone Investment Advisors LLC 770.45%0.70%0.90%Q4 2022Q2 20247
Roundview Capital LLC 770.02%0.03%0.03%Q4 2022Q2 20247
Valeo Financial Advisors, LLC 520.00%0.01%0.01%Q1 2020Q2 20247
Miracle Mile Advisors, LLC 770.02%0.02%0.02%Q4 2022Q2 20247
APPLETON PARTNERS INC/MA 770.02%0.02%0.03%Q2 2020Q4 20217
Carnick & Kubik, LLC 610.05%0.17%0.23%Q4 2013Q1 20167
Voya Financial Advisors, Inc. 770.05%0.09%0.11%Q3 2017Q1 20197
Rinkey Investments 610.10%0.14%0.26%Q4 2021Q3 20237
Fusion Family Wealth LLC 770.01%0.01%0.02%Q4 2016Q2 20187
Caprock Group, LLC 770.02%0.03%0.06%Q3 2020Q1 20227
GLENMEDE TRUST CO NA 520.00%0.00%0.00%Q4 2021Q2 20247
GREAT VALLEY ADVISOR GROUP, INC. 430.01%0.03%0.04%Q2 2020Q2 20247
Cobble Hill Financial Services, INC 770.06%0.07%0.09%Q1 2013Q3 20147
Colonial Trust Co / SC 770.01%0.02%0.02%Q4 2022Q2 20247
Cypress Wealth Services, LLC 770.12%0.14%0.16%Q4 2022Q2 20247
Richard W. Paul & Associates, LLC 770.01%0.01%0.01%Q4 2022Q2 20247
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.01%Q4 2017Q3 20197
Ten Capital Wealth Advisors, LLC 770.00%0.01%0.01%Q2 2021Q4 20227
EverSource Wealth Advisors, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Migdal Insurance & Financial Holdings Ltd. 520.00%0.03%0.04%Q1 2022Q2 20247
Colonial Trust Advisors 770.00%0.00%0.00%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.01%0.01%0.02%Q4 2022Q2 20247
KENNEDY INVESTMENT GROUP 770.13%0.16%0.19%Q4 2022Q2 20247
CIC Wealth, LLC 772.31%2.53%2.66%Q4 2022Q2 20247
PRIVATE TRUST CO NA 770.03%0.04%0.05%Q1 2013Q3 20147
WASHINGTON TRUST Co 660.00%0.00%0.00%Q1 2021Q2 20226
Antonetti Capital Management LLC 660.27%0.49%0.99%Q2 2013Q3 20146
RWA WEALTH PARTNERS, LLC 330.01%0.02%0.02%Q2 2021Q2 20246
Petix & Botte Co 660.07%0.15%0.17%Q4 2020Q1 20226
Cadent Capital Advisors, LLC 660.14%0.25%0.38%Q4 2020Q1 20226
SageView Advisory Group, LLC 510.01%0.02%0.03%Q4 2022Q2 20246
Apollon Wealth Management, LLC 210.01%0.54%3.14%Q2 2020Q2 20246
Venturi Wealth Management, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
B. Riley Wealth Management, Inc. 660.01%0.01%0.01%Q1 2014Q2 20156
Timber Hill LLC 210.00%0.01%0.03%Q2 2013Q4 20176
Cape Investment Advisory, Inc. 660.02%0.03%0.06%Q1 2023Q2 20246
Ashton Thomas Private Wealth, LLC 330.01%0.02%0.03%Q2 2021Q2 20246
Keebeck Wealth Management, LLC 660.08%0.11%0.18%Q1 2023Q2 20246
BECKER CAPITAL MANAGEMENT INC 660.02%0.02%0.02%Q1 2023Q2 20246
Point Break Capital Management, LLC 660.16%0.62%1.37%Q3 2020Q4 20216
Cornerstone Wealth Management, LLC 660.05%0.06%0.06%Q4 2018Q1 20206
GSA CAPITAL PARTNERS LLP 510.02%0.04%0.04%Q4 2020Q2 20246
RMR Wealth Builders 660.07%0.10%0.11%Q1 2023Q2 20246
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
CHOREO, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q2 20246
Geller Advisors LLC 660.03%0.04%0.09%Q1 2023Q2 20246
SCHMIDT P J INVESTMENT MANAGEMENT INC 660.07%0.09%0.12%Q1 2023Q2 20246
NewSquare Capital LLC 510.00%0.00%0.00%Q2 2022Q1 20246
BlackRock Finance, Inc. 420.00%0.00%0.00%Q4 2021Q2 20246
ZRC WEALTH MANAGEMENT, LLC 660.07%0.12%0.15%Q1 2023Q2 20246
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
NATIONAL PLANNING CORP 510.00%0.02%0.03%Q4 2014Q3 20176
McCarthy Asset Management, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
ASSETMARK, INC 420.00%0.03%0.09%Q4 2016Q4 20226
Baker Avenue Asset Management, LP 420.01%0.01%0.01%Q4 2022Q2 20246
CALDWELL SUTTER CAPITAL, INC. 660.02%0.53%0.79%Q1 2023Q2 20246
Horizon Investments, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
JGP Wealth Management, LLC 660.10%7.40%9.80%Q1 2020Q2 20216
Cornerstone Planning Group LLC 510.00%0.00%0.00%Q4 2022Q2 20246
Brouwer & Janachowski, LLC 663.39%8.95%11.54%Q2 2020Q3 20216
Plancorp, LLC 660.07%0.09%0.10%Q4 2017Q1 20196
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 510.03%0.04%0.09%Q4 2022Q2 20246
Hubbell Strickland Wealth Management, LLC 660.13%0.16%0.19%Q1 2023Q2 20246
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
WEALTHSOURCE PARTNERS, LLC 510.05%0.06%0.08%Q3 2017Q4 20236
American Trust 660.02%0.04%0.05%Q1 2022Q2 20236
Spire Wealth Management 320.00%0.00%0.00%Q2 2022Q2 20245
Blue Granite Capital, LLC 550.01%0.02%0.02%Q4 2016Q4 20175
Insight Inv LLC 550.04%0.04%0.05%Q4 2021Q4 20225
WFG Advisors, LP 320.00%0.00%0.01%Q2 2013Q2 20155
Eastover Investment Advisors LLC 550.18%0.20%0.22%Q2 2020Q2 20215
Kovack Advisors, Inc. 410.02%0.11%0.18%Q1 2020Q4 20215
Arkadios Wealth Advisors 410.02%0.03%0.04%Q4 2020Q2 20245
FourThought Financial, LLC 550.00%0.01%0.02%Q3 2021Q3 20225
TWO SIGMA SECURITIES, LLC 410.00%0.12%0.56%Q3 2017Q3 20235
HM PAYSON & CO 410.00%0.00%0.00%Q2 2022Q2 20245
Gladstone Institutional Advisory LLC 310.01%0.10%0.27%Q2 2019Q4 20235
BUCKINGHAM STRATEGIC WEALTH, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
PRINCETON CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Derbend Asset Management 410.11%0.37%0.47%Q2 2021Q1 20245
Northwest Capital Management Inc 550.01%0.01%0.01%Q2 2023Q2 20245
CHANNEL WEALTH LLC 550.12%0.12%0.12%Q2 2023Q2 20245
Congress Wealth Management LLC / DE / 410.01%0.02%0.02%Q4 2021Q2 20245
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 550.01%0.01%0.01%Q2 2023Q2 20245
Brinker Capital Investments, LLC 550.05%0.11%0.19%Q2 2013Q2 20145
Homrich & Berg 550.01%0.10%0.16%Q3 2020Q3 20215
Capital Wealth Alliance, LLC 550.16%0.51%0.78%Q2 2023Q2 20245
WILMINGTON TRUST CO 550.00%0.00%0.01%Q2 2013Q2 20145
Avior Wealth Management, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
BESSEMER GROUP INC 210.00%0.00%0.00%Q2 2013Q4 20185
Avestar Capital, LLC 550.93%1.44%2.30%Q2 2023Q2 20245
RESOLUTE FINANCIAL, LLC 550.50%0.67%0.84%Q4 2021Q4 20225
IBEX WEALTH ADVISORS 310.00%0.12%0.26%Q4 2016Q4 20215
Jaffetilchin Investment Partners, LLC 310.06%0.16%0.25%Q2 2019Q2 20215
Fortis Group Advisors, LLC 410.00%0.08%0.38%Q3 2020Q2 20245
SIMON QUICK ADVISORS, LLC 320.02%0.04%0.06%Q2 2021Q2 20245
HOWE & RUSLING INC 550.01%0.19%0.46%Q1 2019Q1 20205
NORTH AMERICAN MANAGEMENT CORP 320.03%0.04%0.04%Q2 2013Q1 20155
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.01%0.02%Q2 2019Q2 20215
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
MACROVIEW INVESTMENT MANAGEMENT LLC 550.03%0.04%0.06%Q4 2018Q4 20195
OneDigital Investment Advisors LLC 550.01%0.01%0.02%Q2 2023Q2 20245
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.03%0.04%Q2 2013Q2 20145
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.03%0.03%0.04%Q1 2022Q2 20244
Thai Life Insurance PCL. 444.46%6.98%8.98%Q4 2016Q3 20174
HRT FINANCIAL LP 220.00%0.52%1.94%Q2 2015Q2 20244
PATTEN & PATTEN INC/TN 440.04%0.04%0.04%Q2 2013Q1 20144
FORT PITT CAPITAL GROUP, LLC 440.06%0.06%0.06%Q4 2019Q3 20204
Cedar Mountain Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Anchor Investment Management, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
CENTAURUS FINANCIAL, INC. 310.04%0.52%0.98%Q4 2017Q4 20204
Bedell Frazier Investment Counselling, LLC 440.09%0.10%0.10%Q3 2014Q2 20154
Financial Gravity Asset Management, Inc. 310.00%0.05%0.17%Q4 2019Q2 20244
Larson Financial Group LLC 440.00%0.00%0.00%Q3 2023Q2 20244
GRAYHAWK INVESTMENT STRATEGIES INC. 440.00%0.05%0.16%Q2 2022Q1 20234
Phoenix Wealth Advisors 440.02%0.03%0.03%Q4 2020Q3 20214
Providence Capital Advisors, LLC 440.03%0.04%0.05%Q1 2022Q4 20224
U.S. Capital Wealth Advisors, LLC 310.00%0.06%0.09%Q4 2022Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
Allianz Asset Management GmbH 440.00%0.00%0.01%Q2 2020Q1 20214
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20214
TANDEM CAPITAL MANAGEMENT CORP /ADV 220.13%0.20%0.27%Q4 2021Q2 20244
Belpointe Asset Management LLC 210.00%0.12%0.44%Q1 2022Q2 20244
Capital One Investing, Inc. 440.61%0.64%0.68%Q4 2018Q3 20194
TRANSCEND CAPITAL ADVISORS, LLC 310.02%0.17%0.28%Q3 2021Q3 20224
UBP Investment Advisors SA 440.66%0.70%0.77%Q4 2017Q3 20184
JOYN Advisors, Inc. 440.00%0.00%0.00%Q3 2013Q2 20144
1919 Investment Counsel, LLC 440.01%0.01%0.01%Q4 2013Q3 20144
Savant Capital, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
KICKSTAND VENTURES, LLC. 440.09%0.10%0.11%Q3 2023Q2 20244
Ayalon Insurance Comp Ltd. 440.27%0.32%0.37%Q3 2023Q2 20244
MEEDER ASSET MANAGEMENT INC 440.00%0.01%0.01%Q4 2021Q3 20224
TCWP LLC 310.07%0.09%0.12%Q1 2022Q2 20234
Burleson & Company, LLC 440.03%0.03%0.04%Q1 2022Q4 20224
TRUSTCORE FINANCIAL SERVICES, LLC 440.01%0.01%0.02%Q1 2022Q4 20224
One Capital Management, LLC 440.09%0.09%0.10%Q3 2023Q2 20244
Pflug Koory, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Silversage Advisors 442.22%2.45%2.77%Q4 2019Q3 20204
United Community Bank 440.18%0.20%0.22%Q3 2023Q2 20244
FLOW TRADERS U.S. LLC 310.00%0.09%0.16%Q4 2020Q1 20234
Independence Trust CO 440.25%0.26%0.27%Q1 2017Q4 20174
Evercore Wealth Management, LLC 440.00%0.00%0.00%Q1 2017Q4 20174
Icon Wealth Advisors, LLC 220.10%0.11%0.12%Q3 2022Q1 20244
Alera Investment Advisors, LLC 210.00%0.01%0.03%Q4 2018Q2 20243
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Humankind Investments LLC 331.08%1.14%1.22%Q4 2023Q2 20243
BlueSky Wealth Advisors, LLC 330.07%0.07%0.07%Q1 2021Q3 20213
Harvest Fund Management Co., Ltd 330.01%0.12%0.18%Q1 2018Q3 20183
Stephens Consulting, LLC 330.01%0.03%0.04%Q1 2022Q3 20223
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q2 2020Q4 20203
WNY Asset Management, LLC 330.04%0.04%0.04%Q4 2023Q2 20243
PFG Investments, LLC 330.02%0.03%0.04%Q4 2023Q2 20243
Creekmur Asset Management LLC 330.22%0.25%0.29%Q4 2023Q2 20243
Moors & Cabot, Inc. 330.02%0.03%0.03%Q4 2023Q2 20243
Dunhill Financial, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Syntal Capital Partners, LLC 210.85%3.88%9.76%Q1 2014Q3 20193
SEI INVESTMENTS CO 210.00%0.00%0.00%Q3 2017Q2 20183
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q4 2021Q2 20243
Graypoint LLC 330.03%0.05%0.06%Q1 2022Q3 20223
HARMONY ASSET MANAGEMENT LLC 330.41%0.58%0.70%Q4 2023Q2 20243
GeoWealth Management, LLC 330.21%0.40%0.63%Q1 2022Q3 20223
Tarbox Family Office, Inc. 330.01%0.01%0.01%Q3 2015Q1 20163
Concurrent Investment Advisors, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Mine & Arao Wealth Creation & Management, LLC. 330.00%0.00%0.00%Q3 2020Q1 20213
Bell Investment Advisors, Inc 330.01%0.02%0.03%Q4 2023Q2 20243
Kabarec Financial Advisors, Ltd. 337.13%7.44%7.97%Q4 2017Q2 20183
J.W. COLE ADVISORS, INC. 330.03%0.03%0.03%Q4 2023Q2 20243
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q2 2013Q4 20133
Embree Financial Group 330.12%0.12%0.13%Q4 2023Q2 20243
Gray Foundation 3313.79%14.30%15.06%Q4 2023Q2 20243
Pallas Capital Advisors LLC 330.05%0.06%0.06%Q4 2023Q2 20243
Essex Savings Bank 330.00%0.00%0.01%Q4 2018Q2 20193
LM Advisors LLC 330.00%0.03%0.04%Q4 2023Q2 20243
TrinityPoint Wealth, LLC 330.28%0.48%0.60%Q1 2022Q3 20223
MIDLAND WEALTH ADVISORS LLC 330.13%0.22%0.41%Q4 2023Q2 20243
UNITED SERVICES AUTOMOBILE ASSOCIATION 330.01%0.02%0.02%Q2 2013Q4 20133
Heritage Trust Co 330.00%0.00%0.00%Q2 2018Q4 20183
DAVENPORT & Co LLC 330.03%0.05%0.06%Q1 2022Q3 20223
Avion Wealth 330.00%0.00%0.01%Q4 2023Q2 20243
Marcum Wealth, LLC 330.05%0.09%0.11%Q1 2022Q3 20223
Dynamic Wealth Strategies, LLC 334.83%5.09%5.34%Q4 2023Q2 20243
Sandy Cove Advisors, LLC 330.16%0.17%0.17%Q2 2023Q4 20233
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q4 2021Q2 20243
Garde Capital, Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
Wealthspire Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
KESTRA PRIVATE WEALTH SERVICES, LLC 330.05%0.06%0.06%Q3 2020Q1 20213
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.03%0.10%Q4 2015Q1 20243
FIRST TRUST ADVISORS LP 330.00%0.01%0.01%Q4 2023Q2 20243
Capital Asset Advisory Services LLC 330.00%0.00%0.01%Q1 2022Q3 20223
First Horizon Advisors, Inc. 210.00%0.00%0.00%Q2 2022Q1 20243
BEACON FINANCIAL GROUP 330.02%0.03%0.03%Q4 2023Q2 20243
KKM Financial LLC 331.40%1.85%2.10%Q4 2023Q2 20243
Ascent Group, LLC 330.05%0.10%0.13%Q1 2022Q3 20223
AlTi Global, Inc. 330.02%0.02%0.03%Q4 2023Q2 20243
One Charles Private Wealth Services, LLC 330.38%0.79%1.07%Q1 2022Q3 20223
SteelPeak Wealth, LLC 110.50%0.57%0.62%Q2 2023Q2 20243
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Somerset Group LLC 330.22%0.25%0.28%Q2 2013Q4 20133
55I, LLC 330.08%0.10%0.12%Q1 2022Q3 20223
Atlantic Edge Private Wealth Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Lindbrook Capital, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Pinnacle Private Wealth, LLC 330.18%0.20%0.22%Q4 2021Q2 20223
Personal Capital Advisors Corp 210.00%0.00%0.00%Q1 2022Q4 20223
9258 Wealth Management, LLC 330.07%0.13%0.17%Q1 2022Q3 20223
WestEnd Advisors, LLC 332.24%3.73%4.59%Q1 2022Q3 20223
BlackRock Group LTD 330.00%0.00%0.00%Q2 2013Q4 20133
Northwest Financial Advisors 330.03%0.03%0.04%Q4 2023Q2 20243
HL FINANCIAL SERVICES LLC 330.00%0.00%0.01%Q3 2018Q1 20193
Hilltop Holdings Inc. 220.06%0.07%0.08%Q1 2024Q2 20242
Copperwynd Financial, LLC 221.46%1.70%1.94%Q3 2018Q4 20182
FIDUCIENT ADVISORS LLC 110.21%0.22%0.22%Q4 2022Q2 20242
Financial Management Professionals, Inc. 221.39%1.41%1.42%Q4 2015Q1 20162
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
ALLIANCEBERNSTEIN L.P. 220.00%0.00%0.00%Q1 2024Q2 20242
NIEMANN CAPITAL MANAGEMENT INC 110.21%8.10%15.99%Q3 2014Q4 20152
GoalVest Advisory LLC 110.01%0.01%0.01%Q2 2021Q1 20222
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 220.07%0.08%0.09%Q3 2021Q4 20212
Centerpoint Advisors, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
BlueChip Wealth Advisors LLC 220.13%0.13%0.13%Q1 2024Q2 20242
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2019Q4 20212
LGT Financial Advisors LLC 110.05%0.06%0.06%Q4 2022Q2 20232
SpiderRock Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Better Money Decisions, LLC 110.02%0.03%0.03%Q3 2021Q2 20222
Mayflower Financial Advisors, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
BBVA USA 220.20%0.20%0.20%Q2 2021Q3 20212
JNBA Financial Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
SHEETS SMITH WEALTH MANAGEMENT 220.46%0.50%0.54%Q1 2024Q2 20242
OLD MISSION CAPITAL LLC 220.14%0.17%0.20%Q1 2022Q2 20222
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Carroll Financial Associates, Inc. 220.00%0.02%0.05%Q3 2021Q4 20212
Chevy Chase Trust Holdings, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
TSA Wealth Managment LLC 220.09%0.10%0.11%Q1 2024Q2 20242
Manhattan West Asset Management, LLC 220.05%0.06%0.06%Q1 2024Q2 20242
Rollins Financial Advisors, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Mutual Advisors, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Nauset Wealth Management. LLC 220.98%1.12%1.25%Q4 2021Q1 20222
EQ LLC 220.14%0.14%0.15%Q1 2024Q2 20242
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q2 2021Q3 20212
Willow Creek Wealth Management Inc. 110.03%0.04%0.04%Q4 2021Q4 20232
Baldrige Asset Management LLC 220.00%0.01%0.01%Q2 2021Q3 20212
Virtus ETF Advisers LLC 220.74%1.02%1.31%Q3 2016Q4 20162
BEAM WEALTH ADVISORS, INC. 220.32%0.78%1.23%Q4 2019Q1 20202
Cascadia Advisory Services, LLC 110.07%0.08%0.09%Q3 2020Q1 20212
SUMITOMO MITSUI FINANCIAL GROUP, INC. 220.05%0.06%0.06%Q3 2022Q4 20222
Delek Group, Ltd. 220.02%0.03%0.03%Q2 2018Q3 20182
Bristol County Savings Bank 225.76%5.78%5.79%Q3 2017Q4 20172
Asio Capital, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Fulcrum Equity Management 220.18%0.18%0.18%Q3 2020Q4 20202
Strategic Blueprint, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Cranbrook Wealth Management, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Ifrah Financial Services, Inc. 220.32%0.33%0.33%Q4 2013Q1 20142
ROTHSCHILD INVESTMENT LLC 220.00%0.00%0.00%Q4 2023Q1 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Simplicity Solutions, LLC 220.02%0.04%0.06%Q4 2018Q1 20192
VAUGHAN & Co SECURITIES, INC. 220.01%0.01%0.01%Q4 2019Q1 20202
TCI Wealth Advisors, Inc. 110.00%0.00%0.01%Q4 2020Q2 20222
CX Institutional 110.01%0.01%0.01%Q2 2023Q2 20242
Empirical Asset Management, LLC 220.35%0.37%0.39%Q1 2024Q2 20242
Winchester Group Inc. 220.31%0.36%0.40%Q2 2013Q3 20132
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
Placemark Investments, Inc. 220.01%0.02%0.02%Q3 2014Q4 20142
Brand Asset Management Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Harbour Trust & Investment Management Co 220.03%0.03%0.03%Q1 2024Q2 20242
ROPES WEALTH ADVISORS LLC 220.13%0.14%0.15%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.07%0.07%0.07%Q4 2018Q1 20192
Biondo Investment Advisors, LLC 220.08%0.08%0.08%Q1 2024Q2 20242
Consolidated Portfolio Review Corp 110.06%0.06%0.07%Q3 2023Q2 20242
Strategic Investment Advisors / MI 220.19%0.20%0.22%Q4 2018Q1 20192
Northeast Financial Consultants Inc 220.33%0.41%0.50%Q1 2024Q2 20242
EVERPAR ADVISORS LLC 110.10%0.10%0.10%Q4 2023Q2 20242
VICTORY CAPITAL MANAGEMENT INC 220.00%0.01%0.02%Q2 2022Q3 20222
Allred Capital Management, LLC 110.06%0.06%0.06%Q4 2019Q1 20212
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q1 20242
Resurgent Financial Advisors LLC 220.05%0.05%0.05%Q2 2023Q3 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Blue Chip Partners, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Tactive Advisors, LLC 110.55%0.55%0.55%Q1 2024Q1 20241
Almanack Investment Partners, LLC. 110.04%0.04%0.04%Q2 2024Q2 20241
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2024Q2 20241
Gradient Investments LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Power Corp of Canada 110.03%0.03%0.03%Q1 2022Q1 20221
PGIM Custom Harvest LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Second Half Financial Partners, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
STRINGER ASSET MANAGEMENT, LLC 114.39%4.39%4.39%Q4 2015Q4 20151
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
DRW Securities, LLC 110.23%0.23%0.23%Q3 2013Q3 20131
Kalos Management, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
PRUDENTIAL PLC 110.01%0.01%0.01%Q2 2020Q2 20201
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
INTREPID CAPITAL MANAGEMENT INC /DE/ 113.01%3.01%3.01%Q4 2013Q4 20131
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Traverso Chambers Private Wealth Management, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
TPG Advisors LLC 110.28%0.28%0.28%Q2 2024Q2 20241
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Cavalier Investments, LLC 111.99%1.99%1.99%Q4 2015Q4 20151
Partnervest Advisory Services LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Financial Architects, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MOTCO 110.01%0.01%0.01%Q2 2024Q2 20241
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Banque Cantonale Vaudoise 110.01%0.01%0.01%Q2 2024Q2 20241
MGO ONE SEVEN LLC 110.03%0.03%0.03%Q1 2023Q1 20231
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Masso Torrence Wealth Management Inc. 110.42%0.42%0.42%Q4 2021Q4 20211
Adero Partners, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2023Q1 20231
Fiduciary Alliance LLC 110.02%0.02%0.02%Q2 2023Q2 20231
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Legacy Capital Wealth Partners, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Fairscale Capital, LLC 116.79%6.79%6.79%Q2 2024Q2 20241
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Focus Financial Network, Inc. 110.29%0.29%0.29%Q4 2020Q4 20201
DAGCO, INC. 114.83%4.83%4.83%Q4 2023Q4 20231
GEM Asset Management, LLC 110.13%0.13%0.13%Q2 2024Q2 20241
Family Asset Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
JARISLOWSKY, FRASER Ltd 110.01%0.01%0.01%Q1 2019Q1 20191
Pinnacle Family Advisors, LLC 111.73%1.73%1.73%Q2 2024Q2 20241
Mandatum Life Insurance Co Ltd 110.01%0.01%0.01%Q4 2015Q4 20151
Caitlin John, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
INSIGHT 2811, INC. 110.06%0.06%0.06%Q2 2013Q2 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Smith Salley Wealth Management 110.03%0.03%0.03%Q3 2019Q3 20191
waypoint wealth counsel 110.23%0.23%0.23%Q2 2024Q2 20241
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q1 20201
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q1 2022Q1 20221
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q2 2021Q2 20211
&PARTNERS 110.03%0.03%0.03%Q2 2024Q2 20241
LRI Investments, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Quadrature Capital Ltd 110.01%0.01%0.01%Q1 2024Q1 20241
Csenge Advisory Group 110.02%0.02%0.02%Q1 2022Q1 20221
WEST CHESTER CAPITAL ADVISORS, INC 110.01%0.01%0.01%Q2 2015Q2 20151
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2015Q2 20151
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
InterOcean Capital, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Clearstead Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
WBI INVESTMENTS, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2024Q2 20241
WESBANCO BANK INC 110.06%0.06%0.06%Q1 2019Q1 20191
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2015Q4 20151
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Strait & Sound Wealth Management LLC 110.12%0.12%0.12%Q2 2024Q2 20241
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Compagnie Lombard Odier SCmA 110.01%0.01%0.01%Q2 2022Q2 20221
FineMark National Bank & Trust 110.01%0.01%0.01%Q4 2014Q4 20141
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Noven Financial Group, Inc. 110.26%0.26%0.26%Q4 2015Q4 20151
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2024Q2 20241
Kessler Investment Group, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
WealthPlan Investment Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Legacy Advisors, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Concert Wealth Management Inc. 110.04%0.04%0.04%Q3 2016Q3 20161
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
HARRELL INVESTMENT PARTNERS, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2016Q1 20161
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Total Clarity Wealth Management, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Shilanski & Associates, Inc. 110.10%0.10%0.10%Q3 2022Q3 20221
Smartleaf Asset Management LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Meiji Yasuda Life Insurance Co 110.79%0.79%0.79%Q3 2016Q3 20161
Tortoise Investment Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Waverly Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Pathstone Holdings, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.39%0.39%0.39%Q4 2019Q4 20191
IMC-Chicago, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Rosenberg Matthew Hamilton 110.05%0.05%0.05%Q2 2024Q2 20241
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q1 2022Q1 20221
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
PRW Wealth Management LLC 110.09%0.09%0.09%Q2 2021Q2 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Karp Capital Management Corp 112.20%2.20%2.20%Q3 2022Q3 20221
Atomi Financial Group, Inc. 110.06%0.06%0.06%Q2 2024Q2 20241
Empowered Funds, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Independent Advisor Alliance 110.01%0.01%0.01%Q2 2024Q2 20241
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Soundwatch Capital LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Virtu Financial LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Carroll Investors, Inc 110.05%0.05%0.05%Q1 2022Q1 20221
External links

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