ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3650.00%0.00%0.01%Q2 2013Q3 202381
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202344
Destination Wealth Management 43431.85%2.64%3.16%Q1 2013Q3 202343
COMMERCE BANK 43430.00%0.01%0.01%Q1 2013Q3 202343
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
Asset Management Group, Inc. 42420.61%0.77%1.00%Q2 2013Q3 202342
Cetera Advisors LLC 42420.04%0.08%0.15%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.04%0.15%0.34%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.00%0.30%0.44%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.10%0.15%0.20%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.14%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 3910.00%0.01%0.01%Q2 2012Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.02%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.01%0.04%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.00%Q2 2013Q3 202341
HighTower Advisors, LLC 4010.00%0.01%0.01%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.11%Q2 2013Q3 202341
HUNTINGTON NATIONAL BANK 1710.00%0.00%0.00%Q4 2010Q3 202341
Janney Montgomery Scott LLC 41410.01%0.09%1.09%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3740.02%0.10%0.35%Q2 2013Q3 202341
LAZARD ASSET MANAGEMENT LLC 29120.00%0.01%0.06%Q2 2013Q3 202341
MERIDIAN INVESTMENT COUNSEL INC. 40400.57%0.80%1.04%Q4 2013Q3 202340
Mathes Company, Inc. 3720.89%3.25%5.11%Q4 2013Q3 202339
St. Johns Investment Management Company, LLC 39390.16%0.33%1.37%Q1 2014Q3 202339
FIFTH THIRD BANCORP 3260.00%0.00%0.00%Q2 2013Q3 202338
NORTHSTAR ASSET MANAGEMENT Co LLC 1920.09%0.20%0.41%Q2 2013Q3 202337
BAILARD, INC. 3160.05%0.32%0.48%Q2 2014Q3 202337
Bollard Group LLC 37370.00%0.01%0.02%Q3 2014Q3 202337
Perigon Wealth Management, LLC 3010.02%0.09%0.16%Q3 2011Q3 202337
Cambridge Investment Research Advisors, Inc. 3210.01%0.02%0.04%Q4 2013Q3 202336
BOSTON FAMILY OFFICE LLC 36360.02%0.05%0.10%Q4 2014Q3 202336
Family Firm, Inc. 36360.16%0.24%0.33%Q4 2014Q3 202336
M&T BANK CORP 21150.00%0.01%0.08%Q3 2014Q3 202336
UBS Group AG 36360.01%0.01%0.01%Q4 2014Q3 202336
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.02%Q2 2013Q4 202135
SMITH, MOORE & CO. 3320.09%0.15%0.22%Q4 2014Q3 202335
MURPHY CAPITAL MANAGEMENT INC 35350.03%0.05%0.07%Q4 2013Q2 202235
J.P. Morgan Private Wealth Advisors LLC 3040.00%0.01%0.06%Q3 2014Q3 202334
Patten Group, Inc. 3130.04%0.14%0.25%Q4 2014Q3 202334
Advisory Services Network, LLC 2680.00%0.08%0.28%Q4 2014Q3 202334
People's United Financial, Inc. 17170.01%0.01%0.02%Q2 2013Q4 202134
BINGHAM OSBORN & SCARBOROUGH LLC 34340.75%0.91%1.49%Q2 2013Q3 202134
Citadel Advisors 1710.00%0.00%0.01%Q1 2014Q3 202333
Cutler Group LLC / CA 1410.00%0.00%0.07%Q3 2017Q3 202333
BBVA USA Bancshares, Inc. 32320.13%0.17%0.29%Q2 2013Q1 202132
Baird Financial Group, Inc. 32320.00%0.00%0.03%Q4 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 32320.00%0.02%0.18%Q4 2015Q3 202332
Manchester Capital Management LLC 32320.02%0.04%0.08%Q4 2015Q3 202332
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 31312.06%3.18%3.89%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.05%0.10%Q1 2016Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2013Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.00%0.02%Q3 2013Q3 202329
IFP Advisors, Inc 1710.00%0.01%0.05%Q4 2015Q3 202329
STIFEL FINANCIAL CORP 2450.00%0.01%0.02%Q4 2014Q3 202329
EASTERN BANK 2720.02%0.02%0.04%Q2 2013Q3 202329
Transform Wealth, LLC 2540.16%0.32%0.59%Q2 2016Q3 202329
CREDIT SUISSE AG/ 1220.00%0.00%0.01%Q1 2013Q3 202028
Private Advisor Group, LLC 2310.01%0.02%0.03%Q3 2014Q3 202328
Parallel Advisors, LLC 28280.01%0.01%0.02%Q4 2016Q3 202328
Mariner, LLC 2350.01%0.10%0.32%Q2 2013Q3 202328
High Falls Advisors, Inc 1930.07%0.15%0.20%Q4 2015Q3 202328
CIBC WORLD MARKET INC. 2320.00%0.02%0.04%Q4 2015Q3 202328
PEOPLES BANK /OH 1330.13%0.19%0.81%Q4 2015Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Tufton Capital Management 27270.06%0.09%0.13%Q1 2017Q3 202327
FMR LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
IHT Wealth Management, LLC 27270.01%0.20%0.50%Q1 2017Q3 202327
SCOTIA CAPITAL INC. 27270.00%0.02%0.04%Q1 2017Q3 202327
BB&T SECURITIES, LLC 26260.01%0.02%0.02%Q2 2013Q3 201926
AXA S.A. 26260.12%0.22%0.31%Q2 2013Q3 201926
Tower Research Capital LLC (TRC) 910.00%0.04%0.18%Q4 2014Q3 202326
WealthTrust Axiom LLC 26260.08%0.13%0.19%Q2 2017Q3 202326
AFT, FORSYTH & COMPANY, INC. 2420.56%1.96%2.67%Q2 2013Q3 202326
Bogart Wealth, LLC 25250.00%0.02%0.03%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.00%0.00%0.00%Q2 2017Q2 202325
Westside Investment Management, Inc. 1510.00%0.03%0.09%Q4 2016Q3 202325
JANE STREET GROUP, LLC 810.00%0.01%0.03%Q2 2014Q2 202325
White Lighthouse Investment Management Inc. 24241.02%1.80%2.88%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.04%0.06%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.02%0.03%0.03%Q4 2017Q3 202324
Horan Securities, Inc. 1160.01%0.01%0.02%Q1 2017Q2 202324
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.01%Q2 2013Q3 202323
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.00%0.04%0.19%Q2 2013Q2 202123
MML INVESTORS SERVICES, LLC 1340.00%0.01%0.02%Q2 2017Q3 202322
NEXT Financial Group, Inc 910.00%0.01%0.06%Q3 2014Q4 202122
BALDWIN BROTHERS LLC/MA 22220.01%0.01%0.01%Q3 2018Q4 202322
NewEdge Advisors, LLC 22220.02%0.07%0.13%Q2 2018Q3 202322
Legacy Financial Strategies, LLC 21210.48%3.19%5.39%Q3 2018Q3 202321
Sigma Planning Corp 1410.01%0.02%0.06%Q3 2017Q3 202321
CWM, LLC 1380.02%0.04%0.15%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.14%Q3 2018Q3 202321
Concorde Asset Management, LLC 1370.15%0.26%0.48%Q3 2017Q3 202220
Graves Light Lenhart Wealth, Inc. 20200.56%0.75%0.96%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.69%1.57%2.18%Q4 2018Q3 202320
SAWGRASS ASSET MANAGEMENT LLC 1120.01%0.03%0.05%Q2 2018Q3 202320
Rathbones Group PLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Fort Sheridan Advisors LLC 20200.15%0.21%0.35%Q4 2018Q3 202320
American Portfolios Advisors 20200.04%0.05%0.06%Q4 2017Q3 202220
BECK CAPITAL MANAGEMENT, LLC 20200.27%0.48%0.69%Q4 2013Q3 201820
Capital Investment Advisory Services, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Capital Analysts, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Plante Moran Financial Advisors, LLC 19190.06%0.08%0.10%Q1 2015Q3 201919
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.08%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
First National Bank of South Miami 19190.20%0.27%0.33%Q4 2018Q2 202319
Cetera Advisor Networks LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Milestone Advisory Partners 19190.47%1.01%2.15%Q1 2019Q3 202319
BROWN ADVISORY INC 1540.00%0.00%0.00%Q2 2013Q3 202319
Bartlett & Co. LLC 840.00%0.00%0.00%Q2 2013Q4 202319
Portfolio Strategies, Inc. 18180.57%0.78%1.35%Q2 2019Q3 202318
Hall Kathryn A. 18180.16%0.25%0.42%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.05%0.07%Q2 2013Q3 201718
Polaris Wealth Advisory Group, LLC 1530.02%0.03%0.04%Q3 2017Q1 202218
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 710.04%0.05%0.06%Q3 2018Q3 202318
LUCAS CAPITAL MANAGEMENT 18180.10%0.38%0.79%Q1 2013Q2 201718
Archer Investment Corp 18180.00%0.00%0.00%Q2 2019Q3 202318
Argent Trust Co 18180.01%0.03%0.07%Q1 2018Q2 202218
Slow Capital, Inc. 940.05%0.15%0.27%Q4 2017Q3 202218
INTERACTIVE FINANCIAL ADVISORS, INC. 18180.13%1.14%1.72%Q2 2019Q3 202318
FRANKLIN RESOURCES INC 1410.00%0.00%0.00%Q3 2015Q3 202318
Transamerica Financial Advisors, Inc. 910.00%0.01%0.07%Q2 2015Q2 202217
AE Wealth Management LLC 1410.01%0.04%0.08%Q3 2018Q3 202317
BARCLAYS PLC 810.00%0.00%0.00%Q2 2013Q4 202117
Sunbelt Securities, Inc. 1610.01%0.10%0.29%Q4 2016Q3 202317
Prospera Financial Services Inc 1250.02%0.04%0.08%Q2 2019Q3 202317
AdvisorNet Financial, Inc 17170.00%0.00%0.01%Q3 2019Q3 202317
Ancora Advisors LLC 1610.00%0.00%0.00%Q3 2018Q3 202317
Stratos Wealth Partners, LTD. 1410.00%0.01%0.02%Q1 2018Q3 202316
Equitable Holdings, Inc. 16162.08%2.88%3.92%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.01%0.06%0.30%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.01%0.06%0.13%Q4 2019Q3 202316
STEPHENS INC /AR/ 16160.02%0.12%0.22%Q4 2019Q3 202316
Clarity Wealth Advisors, LLC 16160.81%1.18%1.70%Q4 2019Q3 202316
Stuart Chaussee & Associates, Inc. 15154.32%13.69%29.22%Q1 2020Q3 202315
WHITTIER TRUST CO 1050.00%0.00%0.00%Q4 2018Q3 202315
TIEDEMANN ADVISORS, LLC 1120.02%0.13%0.91%Q3 2016Q3 202315
WealthTrust Fairport, LLC 1050.01%0.54%1.47%Q2 2013Q1 201915
Grassi Investment Management 1410.04%0.05%0.05%Q1 2019Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Blankinship & Foster, LLC 15150.10%0.19%0.26%Q1 2020Q3 202315
First Allied Advisory Services, Inc. 610.00%0.02%0.03%Q4 2014Q3 202015
ATTICUS WEALTH MANAGEMENT, LLC 1140.01%0.01%0.02%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
NORTHERN TRUST CORP 1050.00%0.00%0.00%Q2 2017Q3 202315
Nikulski Financial, Inc. 15150.28%0.42%0.61%Q1 2020Q3 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 15150.19%0.31%0.46%Q1 2019Q3 202215
Pinnacle Advisory Group, Inc. 1230.01%0.53%3.86%Q3 2015Q2 201915
OSAIC HOLDINGS, INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
ORLEANS CAPITAL MANAGEMENT CORP/LA 14140.17%0.20%0.23%Q2 2020Q3 202314
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q1 2018Q3 202314
OPPENHEIMER & CO INC 1130.01%0.01%0.04%Q3 2019Q3 202314
RAYMOND JAMES TRUST N.A. 410.01%0.02%0.05%Q1 2015Q3 202214
Bouchey Financial Group Ltd 810.03%0.04%0.05%Q4 2019Q3 202314
Teamwork Financial Advisors, LLC 14140.12%0.27%0.37%Q2 2020Q3 202314
Apexium Financial, LP 14140.40%2.08%3.56%Q2 2020Q3 202314
PRIO WEALTH LIMITED PARTNERSHIP 14140.01%0.02%0.02%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14141.57%1.70%1.82%Q4 2018Q1 202214
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.01%0.02%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.00%0.00%0.01%Q4 2013Q1 201714
Rockefeller Capital Management L.P. 13130.00%0.01%0.02%Q2 2020Q2 202313
SIMPLEX TRADING, LLC 410.00%0.01%0.04%Q3 2017Q2 202313
Valmark Advisers, Inc. 1030.00%0.02%0.07%Q1 2020Q3 202313
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.00%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.02%0.09%0.19%Q3 2020Q3 202313
TIEDEMANN TRUST CO 13130.08%0.26%0.72%Q2 2013Q2 201613
Renaissance Technologies 310.00%0.00%0.00%Q1 2018Q3 202313
Freedom Investment Management, Inc. 1110.02%0.10%0.48%Q4 2013Q4 201913
SG Americas Securities, LLC 850.00%0.02%0.08%Q3 2013Q4 201613
Steward Partners Investment Advisory, LLC 13130.01%0.03%0.08%Q3 2020Q3 202313
Aries Wealth Management 760.09%0.11%0.13%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.05%Q3 2020Q3 202313
Global Retirement Partners, LLC 940.00%0.00%0.01%Q4 2018Q3 202313
AVANTAX ADVISORY SERVICES, INC. 820.01%0.01%0.04%Q3 2019Q3 202313
Cresset Asset Management, LLC 1210.00%0.01%0.01%Q3 2019Q3 202313
Vestmark Advisory Solutions, Inc. 13130.02%0.16%0.74%Q2 2020Q2 202313
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 940.02%0.03%0.04%Q2 2020Q3 202313
Cetera Investment Advisers 12120.00%0.01%0.02%Q4 2020Q3 202312
Advisors Preferred, LLC 410.02%0.04%0.07%Q4 2013Q3 201812
Kesler, Norman & Wride, LLC 12120.14%1.02%1.79%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
IAG Wealth Partners, LLC 12120.00%0.01%0.01%Q3 2020Q2 202312
Safeguard Investment Advisory Group, LLC 12120.14%0.26%0.41%Q4 2020Q3 202312
Bristlecone Advisors, LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
4J Wealth Management LLC 12120.28%0.31%0.33%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
GM Advisory Group, LLC 12120.04%1.83%5.10%Q4 2020Q3 202312
Red Door Wealth Management, LLC 930.05%0.10%0.16%Q1 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Meridian Wealth Management, LLC 12120.41%0.67%0.95%Q4 2020Q3 202312
Snowden Capital Advisors LLC 830.02%0.04%0.06%Q3 2019Q2 202211
Crescent Grove Advisors, LLC 11110.09%0.12%0.14%Q1 2021Q3 202311
Campion Asset Management 11111.28%2.15%4.34%Q1 2021Q3 202311
Beaton Management Co. Inc. 830.15%0.17%0.19%Q3 2020Q3 202311
Kore Private Wealth LLC 620.01%0.04%0.08%Q4 2018Q3 202211
RONALD BLUE & CO LLC 11110.02%0.03%0.03%Q2 2013Q4 201511
Venture Visionary Partners LLC 740.01%0.02%0.03%Q4 2020Q3 202311
Virtu KCG Holdings LLC 620.00%0.02%0.04%Q1 2014Q2 201711
CAPTRUST FINANCIAL ADVISORS 520.00%0.00%0.01%Q2 2019Q3 202311
Founders Financial Alliance, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 11110.01%0.01%0.01%Q3 2020Q1 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.01%Q4 2020Q3 202311
Legacy Wealth Planning, LLC 11110.32%0.40%0.54%Q1 2020Q3 202211
Bard Financial Services, Inc. 11110.04%0.06%0.07%Q4 2020Q2 202311
Roble, Belko & Company, Inc 11110.02%0.02%0.02%Q1 2015Q3 201711
CYPRESS CAPITAL MANAGEMENT LLC 910.03%0.04%0.05%Q4 2019Q2 202210
BAROMETER CAPITAL MANAGEMENT INC. 410.12%0.24%0.40%Q1 2014Q2 202010
OAK RIDGE INVESTMENTS LLC 10100.03%0.04%0.05%Q1 2021Q2 202310
SIGNET FINANCIAL MANAGEMENT, LLC 640.01%0.04%0.08%Q1 2016Q3 201810
Financial Advocates Investment Management 910.02%0.04%0.05%Q2 2020Q2 202310
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 10100.01%2.85%3.68%Q1 2020Q2 202210
Provident Wealth Management, LLC 10100.01%1.85%4.56%Q4 2019Q1 202210
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
Bank of New Hampshire 10100.04%0.07%0.10%Q2 2021Q3 202310
INVESTMENT CENTERS OF AMERICA INC 820.02%0.03%0.03%Q1 2015Q3 201710
Belvedere Trading LLC 440.00%0.00%0.01%Q4 2022Q3 202310
Altshuler Shaham Ltd 10100.01%0.05%0.09%Q2 2020Q3 202210
Asset Dedication, LLC 510.00%0.00%0.00%Q4 2020Q3 202310
WESPAC Advisors, LLC 520.38%0.97%1.91%Q2 2013Q4 202110
Pinnacle Bancorp, Inc. 10100.01%0.02%0.03%Q1 2019Q2 202110
KCM INVESTMENT ADVISORS LLC 990.01%0.01%0.01%Q2 2020Q2 20229
MUFG Americas Holdings Corp 990.00%0.01%0.01%Q3 2020Q3 20229
SUNTRUST BANKS INC 990.00%0.01%0.01%Q3 2017Q3 20199
Gryphon Financial Partners LLC 990.06%0.10%0.14%Q4 2017Q4 20199
Strategic Financial Services, Inc, 990.02%0.94%2.23%Q1 2020Q1 20229
Rollins Financial 330.05%0.17%0.34%Q4 2020Q3 20239
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 540.04%0.06%0.07%Q3 2020Q3 20239
AVIANCE CAPITAL MANAGEMENT, LLC 990.23%0.29%0.37%Q1 2017Q1 20199
Southland Equity Partners LLC 630.08%0.15%0.25%Q4 2020Q3 20239
Clarus Wealth Advisors 540.06%0.13%0.18%Q2 2018Q2 20219
Sound View Wealth Advisors Group, LLC 990.05%0.06%0.07%Q3 2021Q3 20239
Citizens National Bank Trust Department 990.03%0.05%0.10%Q3 2021Q3 20239
Nationwide Fund Advisors 310.00%0.00%0.00%Q2 2014Q1 20179
IEQ CAPITAL, LLC 530.01%0.01%0.01%Q1 2021Q3 20238
Sequoia Wealth Management, LLC 880.28%1.06%3.06%Q1 2018Q4 20198
SELDON CAPITAL LP 880.15%0.61%1.31%Q4 2021Q3 20238
Horst & Graben Wealth Management LLC 880.17%1.70%3.25%Q3 2020Q2 20228
PRIVATE CAPITAL MANAGEMENT LLC 620.10%0.13%0.18%Q2 2021Q3 20238
Kearns & Associates LLC 880.40%0.52%0.65%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 882.88%3.14%3.80%Q4 2021Q3 20238
CREDIT AGRICOLE S A 880.00%0.00%0.00%Q1 2014Q4 20158
Atria Investments, Inc 710.03%0.05%0.10%Q4 2015Q3 20238
Sowell Financial Services LLC 710.00%0.01%0.12%Q3 2019Q1 20238
PEAPACK GLADSTONE FINANCIAL CORP 530.00%0.01%0.01%Q1 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.13%0.25%0.44%Q1 2020Q4 20218
Heritage Wealth Advisors 880.01%0.01%0.01%Q3 2020Q2 20228
PARAGON FINANCIAL PARTNERS, INC. 880.26%0.34%0.58%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.01%0.02%Q4 2020Q1 20238
CARDIFF PARK ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
SPC Financial, Inc. 881.38%1.58%1.65%Q2 2013Q1 20158
Advisors Capital Management, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
WealthShield Partners, LLC 880.10%0.11%0.13%Q4 2021Q3 20238
Cerity Partners LLC 880.05%0.46%1.11%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.02%0.02%0.02%Q4 2021Q3 20238
Mystic Asset Management, Inc. 880.19%0.22%0.25%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Capital Market Strategies LLC 530.23%0.26%0.30%Q4 2021Q4 20238
NORWOOD FINANCIAL CORP 880.20%0.28%0.35%Q4 2021Q3 20238
Willis Johnson & Associates, Inc. 880.05%0.07%0.10%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.08%0.15%Q4 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 530.00%0.02%0.05%Q2 2021Q3 20238
Icon Wealth Partners, LLC 320.10%0.12%0.14%Q1 2021Q3 20238
Private Capital Group, LLC 880.03%0.03%0.04%Q4 2017Q3 20198
Retirement Planning Co of New England, Inc. 880.23%0.27%0.31%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q4 2019Q3 20238
Cobble Hill Financial Services, INC 770.06%0.07%0.09%Q1 2013Q3 20147
Vigilant Capital Management, LLC 770.01%0.01%0.01%Q4 2019Q2 20217
SOA Wealth Advisors, LLC. 770.05%0.07%0.09%Q1 2022Q3 20237
Rinkey Investments 610.10%0.14%0.26%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.19%0.24%0.28%Q4 2021Q3 20237
Goodwin Investment Advisory 770.00%0.07%0.46%Q1 2022Q3 20237
Caprock Group, LLC 770.02%0.03%0.06%Q3 2020Q1 20227
FIFTH THIRD SECURITIES, INC. 510.37%0.56%0.92%Q4 2016Q2 20197
PRIVATE TRUST CO NA 770.03%0.04%0.05%Q1 2013Q3 20147
Trexquant Investment LP 310.01%0.03%0.09%Q1 2020Q1 20237
Baystate Wealth Management LLC 610.00%0.00%0.00%Q1 2018Q3 20237
Scott & Selber, Inc. 770.09%0.12%0.16%Q3 2020Q1 20227
HARBOUR INVESTMENTS, INC. 410.00%0.00%0.00%Q1 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.01%Q2 2013Q4 20147
COMMUNITY TRUST & INVESTMENT CO 770.03%0.52%0.74%Q4 2020Q2 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.01%Q4 2017Q3 20197
Voya Financial Advisors, Inc. 770.05%0.09%0.11%Q3 2017Q1 20197
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
CALTON & ASSOCIATES, INC. 770.07%0.15%0.20%Q2 2020Q4 20217
Castle Rock Wealth Management, LLC 410.07%0.27%0.46%Q3 2019Q3 20217
Fusion Family Wealth LLC 770.01%0.01%0.02%Q4 2016Q2 20187
APPLETON PARTNERS INC/MA 770.02%0.02%0.03%Q2 2020Q4 20217
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Ten Capital Wealth Advisors, LLC 770.00%0.01%0.01%Q2 2021Q4 20227
OSTERWEIS CAPITAL MANAGEMENT INC 520.00%0.02%0.02%Q4 2020Q4 20227
Carnick & Kubik, LLC 610.05%0.17%0.23%Q4 2013Q1 20167
Atria Wealth Solutions, Inc. 770.02%0.02%0.04%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.02%0.09%0.16%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 520.03%0.09%0.12%Q3 2019Q2 20217
Concord Wealth Partners 430.00%0.01%0.01%Q4 2021Q3 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
BRADLEY FOSTER & SARGENT INC/CT 770.01%0.01%0.01%Q1 2022Q3 20237
Houlihan Financial Resource Group, Ltd. 310.57%0.64%0.78%Q4 2019Q3 20237
HORIZON BANCORP INC /IN/ 410.32%0.92%1.70%Q4 2019Q3 20237
SAXON INTERESTS, INC. 660.15%0.19%0.25%Q1 2022Q2 20236
JGP Wealth Management, LLC 660.10%7.40%9.80%Q1 2020Q2 20216
Timber Hill LLC 210.00%0.01%0.03%Q2 2013Q4 20176
Key FInancial Inc 660.01%0.01%0.01%Q2 2022Q3 20236
Clarius Group, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
WASHINGTON TRUST Co 660.00%0.00%0.00%Q1 2021Q2 20226
COMERICA BANK 510.00%0.00%0.01%Q2 2021Q3 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Investors Research Corp 660.01%0.01%0.01%Q2 2022Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
American Trust 660.02%0.04%0.05%Q1 2022Q2 20236
One Wealth Advisors, LLC 510.11%0.14%0.23%Q1 2022Q3 20236
Antonetti Capital Management LLC 660.27%0.49%0.99%Q2 2013Q3 20146
Plancorp, LLC 660.07%0.09%0.10%Q4 2017Q1 20196
Cadent Capital Advisors, LLC 660.14%0.25%0.38%Q4 2020Q1 20226
ASSETMARK, INC 420.00%0.03%0.09%Q4 2016Q4 20226
B. Riley Wealth Management, Inc. 660.01%0.01%0.01%Q1 2014Q2 20156
Brouwer & Janachowski, LLC 663.39%8.95%11.54%Q2 2020Q3 20216
Cornerstone Wealth Management, LLC 660.05%0.06%0.06%Q4 2018Q1 20206
Petix & Botte Co 660.07%0.15%0.17%Q4 2020Q1 20226
NATIONAL PLANNING CORP 510.00%0.02%0.03%Q4 2014Q3 20176
QUADRANT CAPITAL GROUP LLC 510.00%0.00%0.01%Q1 2022Q3 20236
McCarthy Asset Management, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
Freestone Capital Holdings, LLC 420.00%0.01%0.02%Q3 2020Q3 20236
Point Break Capital Management, LLC 660.16%0.62%1.37%Q3 2020Q4 20216
Dakota Wealth Management 410.01%0.02%0.02%Q2 2021Q2 20235
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 320.02%0.12%0.16%Q3 2021Q3 20235
Homrich & Berg 550.01%0.10%0.16%Q3 2020Q3 20215
Semmax Financial Advisors Inc. 550.08%0.09%0.09%Q4 2018Q4 20195
IBEX WEALTH ADVISORS 310.00%0.12%0.26%Q4 2016Q4 20215
Brinker Capital Investments, LLC 550.05%0.11%0.19%Q2 2013Q2 20145
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.03%0.04%Q2 2013Q2 20145
Blue Granite Capital, LLC 550.01%0.02%0.02%Q4 2016Q4 20175
GSA CAPITAL PARTNERS LLP 550.04%0.04%0.04%Q4 2020Q4 20215
MACROVIEW INVESTMENT MANAGEMENT LLC 550.03%0.04%0.06%Q4 2018Q4 20195
PRINCETON CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2018Q3 20195
RESOLUTE FINANCIAL, LLC 550.50%0.67%0.84%Q4 2021Q4 20225
FourThought Financial, LLC 550.00%0.01%0.02%Q3 2021Q3 20225
Guidance Point Advisors, LLC 410.08%0.09%0.12%Q2 2020Q1 20225
Eastover Investment Advisors LLC 550.18%0.20%0.22%Q2 2020Q2 20215
Valeo Financial Advisors, LLC 550.00%0.01%0.01%Q1 2020Q1 20215
GLENMEDE TRUST CO NA 550.00%0.00%0.00%Q4 2021Q4 20225
BESSEMER GROUP INC 210.00%0.00%0.00%Q2 2013Q4 20185
WILMINGTON TRUST CO 550.00%0.00%0.01%Q2 2013Q2 20145
PRUDENTIAL FINANCIAL INC 210.00%0.00%0.01%Q1 2020Q3 20235
NORTH AMERICAN MANAGEMENT CORP 320.03%0.04%0.04%Q2 2013Q1 20155
HOWE & RUSLING INC 550.01%0.19%0.46%Q1 2019Q1 20205
Jaffetilchin Investment Partners, LLC 310.06%0.16%0.25%Q2 2019Q2 20215
Security Financial Services, INC. 550.22%0.32%0.47%Q3 2022Q3 20235
WEALTHSOURCE PARTNERS, LLC 410.05%0.06%0.08%Q3 2017Q3 20235
Insight Inv LLC 550.04%0.04%0.05%Q4 2021Q4 20225
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.01%0.02%Q2 2019Q2 20215
WFG Advisors, LP 320.00%0.00%0.01%Q2 2013Q2 20155
TWO SIGMA SECURITIES, LLC 410.00%0.12%0.56%Q3 2017Q3 20235
Mirae Asset Global Investments Co., Ltd. 210.00%0.02%0.04%Q1 2020Q3 20235
Kovack Advisors, Inc. 410.02%0.11%0.18%Q1 2020Q4 20215
Roundview Capital LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.02%Q4 2022Q3 20234
Bedell Frazier Investment Counselling, LLC 440.09%0.10%0.10%Q3 2014Q2 20154
Derbend Asset Management 440.41%0.44%0.47%Q2 2021Q1 20224
GREAT VALLEY ADVISOR GROUP, INC. 440.03%0.03%0.04%Q2 2020Q1 20214
Cypress Wealth Services, LLC 440.12%0.13%0.15%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Miracle Mile Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
GRAYHAWK INVESTMENT STRATEGIES INC. 440.00%0.05%0.16%Q2 2022Q1 20234
Thai Life Insurance PCL. 444.46%6.98%8.98%Q4 2016Q3 20174
Phoenix Wealth Advisors 440.02%0.03%0.03%Q4 2020Q3 20214
Allianz Asset Management GmbH 440.00%0.00%0.01%Q2 2020Q1 20214
Providence Capital Advisors, LLC 440.03%0.04%0.05%Q1 2022Q4 20224
EP Wealth Advisors, LLC 310.01%0.03%0.06%Q2 2021Q3 20234
PATTEN & PATTEN INC/TN 440.04%0.04%0.04%Q2 2013Q1 20144
Gladstone Institutional Advisory LLC 310.07%0.12%0.27%Q2 2019Q2 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
FORT PITT CAPITAL GROUP, LLC 440.06%0.06%0.06%Q4 2019Q3 20204
Independence Trust CO 440.25%0.26%0.27%Q1 2017Q4 20174
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20214
CENTAURUS FINANCIAL, INC. 310.04%0.52%0.98%Q4 2017Q4 20204
CIC Wealth, LLC 442.31%2.50%2.61%Q4 2022Q3 20234
TRUSTCORE FINANCIAL SERVICES, LLC 440.01%0.01%0.02%Q1 2022Q4 20224
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.00%Q3 2013Q2 20144
FLOW TRADERS U.S. LLC 310.00%0.09%0.16%Q4 2020Q1 20234
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Migdal Insurance & Financial Holdings Ltd. 220.00%0.02%0.04%Q1 2022Q3 20234
Baker Avenue Asset Management, LP 440.01%0.01%0.01%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.02%0.02%0.03%Q4 2020Q3 20214
Pflug Koory, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Capital One Investing, Inc. 440.61%0.64%0.68%Q4 2018Q3 20194
Evercore Wealth Management, LLC 440.00%0.00%0.00%Q1 2017Q4 20174
TRANSCEND CAPITAL ADVISORS, LLC 310.02%0.17%0.28%Q3 2021Q3 20224
NewSquare Capital LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Burleson & Company, LLC 440.03%0.03%0.04%Q1 2022Q4 20224
SageView Advisory Group, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
UBP Investment Advisors SA 440.66%0.70%0.77%Q4 2017Q3 20184
TCWP LLC 310.07%0.09%0.12%Q1 2022Q2 20234
BlackRock Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
1919 Investment Counsel, LLC 440.01%0.01%0.01%Q4 2013Q3 20144
Apollon Wealth Management, LLC 210.02%0.80%3.14%Q2 2020Q4 20214
KENNEDY INVESTMENT GROUP 440.13%0.14%0.15%Q4 2022Q3 20234
Milestone Investment Advisors LLC 440.45%0.59%0.74%Q4 2022Q3 20234
Silversage Advisors 442.22%2.45%2.77%Q4 2019Q3 20204
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
MEEDER ASSET MANAGEMENT INC 440.00%0.01%0.01%Q4 2021Q3 20224
DAVENPORT & Co LLC 330.03%0.05%0.06%Q1 2022Q3 20223
Syntal Capital Partners, LLC 210.85%3.88%9.76%Q1 2014Q3 20193
GeoWealth Management, LLC 330.21%0.40%0.63%Q1 2022Q3 20223
Belpointe Asset Management LLC 210.00%0.01%0.03%Q1 2022Q1 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
SEI INVESTMENTS CO 210.00%0.00%0.00%Q3 2017Q2 20183
Lindbrook Capital, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Anchor Investment Management, LLC 330.00%0.00%0.00%Q2 2023Q4 20233
CHANNEL WEALTH LLC 330.12%0.12%0.12%Q2 2023Q4 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
KESTRA PRIVATE WEALTH SERVICES, LLC 330.05%0.06%0.06%Q3 2020Q1 20213
One Charles Private Wealth Services, LLC 330.38%0.79%1.07%Q1 2022Q3 20223
9258 Wealth Management, LLC 330.07%0.13%0.17%Q1 2022Q3 20223
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
RMR Wealth Builders 330.07%0.09%0.11%Q1 2023Q3 20233
Keebeck Wealth Management, LLC 330.08%0.11%0.18%Q1 2023Q3 20233
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Personal Capital Advisors Corp 210.00%0.00%0.00%Q1 2022Q4 20223
WestEnd Advisors, LLC 332.24%3.73%4.59%Q1 2022Q3 20223
Geller Advisors LLC 330.03%0.05%0.09%Q1 2023Q3 20233
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 210.03%0.05%0.09%Q4 2022Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.14%0.15%0.15%Q1 2023Q3 20233
Heritage Trust Co 330.00%0.00%0.00%Q2 2018Q4 20183
BlueSky Wealth Advisors, LLC 330.07%0.07%0.07%Q1 2021Q3 20213
Tarbox Family Office, Inc. 330.01%0.01%0.01%Q3 2015Q1 20163
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Pinnacle Private Wealth, LLC 330.18%0.20%0.22%Q4 2021Q2 20223
BlackRock Group LTD 330.00%0.00%0.00%Q2 2013Q4 20133
Graypoint LLC 330.03%0.05%0.06%Q1 2022Q3 20223
Marcum Wealth, LLC 330.05%0.09%0.11%Q1 2022Q3 20223
Mine & Arao Wealth Creation & Management, LLC. 330.00%0.00%0.00%Q3 2020Q1 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BECKER CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q1 2023Q3 20233
Essex Savings Bank 330.00%0.00%0.01%Q4 2018Q2 20193
Stephens Consulting, LLC 330.01%0.03%0.04%Q1 2022Q3 20223
CALDWELL SUTTER CAPITAL, INC. 330.02%0.35%0.52%Q1 2023Q3 20233
UNITED SERVICES AUTOMOBILE ASSOCIATION 330.01%0.02%0.02%Q2 2013Q4 20133
HL FINANCIAL SERVICES LLC 330.00%0.00%0.01%Q3 2018Q1 20193
CHOREO, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Somerset Group LLC 330.22%0.25%0.28%Q2 2013Q4 20133
TrinityPoint Wealth, LLC 330.28%0.48%0.60%Q1 2022Q3 20223
Capital Asset Advisory Services LLC 330.00%0.00%0.01%Q1 2022Q3 20223
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q2 2020Q4 20203
Cape Investment Advisory, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Kabarec Financial Advisors, Ltd. 337.13%7.44%7.97%Q4 2017Q2 20183
Ascent Group, LLC 330.05%0.10%0.13%Q1 2022Q3 20223
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.07%0.08%0.09%Q1 2023Q3 20233
Harvest Fund Management Co., Ltd 330.01%0.12%0.18%Q1 2018Q3 20183
55I, LLC 330.08%0.10%0.12%Q1 2022Q3 20223
Hubbell Strickland Wealth Management, LLC 330.13%0.14%0.15%Q1 2023Q3 20233
RWA WEALTH PARTNERS, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q2 2013Q4 20133
Savant Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Spire Wealth Management 220.00%0.00%0.00%Q2 2022Q3 20222
Copperwynd Financial, LLC 221.46%1.70%1.94%Q3 2018Q4 20182
SIMON QUICK ADVISORS, LLC 220.06%0.06%0.06%Q2 2021Q3 20212
VICTORY CAPITAL MANAGEMENT INC 220.00%0.01%0.02%Q2 2022Q3 20222
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2019Q4 20212
Centerpoint Advisors, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
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
JNBA Financial Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Better Money Decisions, LLC 110.02%0.03%0.03%Q3 2021Q2 20222
Chevy Chase Trust Holdings, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
BBVA USA 220.20%0.20%0.20%Q2 2021Q3 20212
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
OLD MISSION CAPITAL LLC 220.14%0.17%0.20%Q1 2022Q2 20222
Cascadia Advisory Services, LLC 110.07%0.08%0.09%Q3 2020Q1 20212
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
TCI Wealth Advisors, Inc. 110.00%0.00%0.01%Q4 2020Q2 20222
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.07%0.07%0.07%Q4 2018Q1 20192
HRT FINANCIAL LP 220.14%1.04%1.94%Q2 2015Q3 20152
SUMITOMO MITSUI FINANCIAL GROUP, INC. 220.05%0.06%0.06%Q3 2022Q4 20222
Icon Wealth Advisors, LLC 220.10%0.10%0.10%Q3 2022Q4 20222
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.01%Q2 2023Q3 20232
Virtus ETF Advisers LLC 220.74%1.02%1.31%Q3 2016Q4 20162
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 220.07%0.08%0.09%Q3 2021Q4 20212
Congress Wealth Management LLC / DE / 110.01%0.01%0.02%Q4 2021Q3 20232
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Winchester Group Inc. 220.31%0.36%0.40%Q2 2013Q3 20132
Asio Capital, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
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
Baldrige Asset Management LLC 220.00%0.01%0.01%Q2 2021Q3 20212
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
LGT Financial Advisors LLC 110.05%0.06%0.06%Q4 2022Q2 20232
Fortis Group Advisors, LLC 110.00%0.01%0.01%Q3 2020Q3 20232
GoalVest Advisory LLC 110.01%0.01%0.01%Q2 2021Q1 20222
Resurgent Financial Advisors LLC 220.05%0.05%0.05%Q2 2023Q3 20232
TANDEM CAPITAL MANAGEMENT CORP /ADV 220.13%0.14%0.15%Q4 2021Q1 20222
Allred Capital Management, LLC 110.06%0.06%0.06%Q4 2019Q1 20212
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
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
NIEMANN CAPITAL MANAGEMENT INC 110.21%8.10%15.99%Q3 2014Q4 20152
Sandy Cove Advisors, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
Alera Investment Advisors, LLC 220.00%0.01%0.01%Q4 2018Q1 20192
Capital Wealth Alliance, LLC 220.16%0.27%0.37%Q2 2023Q3 20232
Carroll Financial Associates, Inc. 220.00%0.02%0.05%Q3 2021Q4 20212
HM PAYSON & CO 110.00%0.00%0.00%Q2 2022Q3 20232
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q2 2021Q3 20212
Brand Asset Management Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Avestar Capital, LLC 221.68%1.99%2.30%Q2 2023Q3 20232
BEAM WEALTH ADVISORS, INC. 220.32%0.78%1.23%Q4 2019Q1 20202
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 220.13%0.14%0.15%Q2 2023Q3 20232
Fulcrum Equity Management 220.18%0.18%0.18%Q3 2020Q4 20202
Ifrah Financial Services, Inc. 220.32%0.33%0.33%Q4 2013Q1 20142
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q3 2021Q4 20212
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.05%0.10%Q4 2015Q3 20192
VAUGHAN & Co SECURITIES, INC. 220.01%0.01%0.01%Q4 2019Q1 20202
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Placemark Investments, Inc. 220.01%0.02%0.02%Q3 2014Q4 20142
Strategic Investment Advisors / MI 220.19%0.20%0.22%Q4 2018Q1 20192
Simplicity Solutions, LLC 220.02%0.04%0.06%Q4 2018Q1 20192
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Partnervest Advisory Services LLC 110.00%0.00%0.00%Q3 2013Q3 20131
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q4 20211
United Community Bank 110.18%0.18%0.18%Q3 2023Q3 20231
DRW Securities, LLC 110.23%0.23%0.23%Q3 2013Q3 20131
CX Institutional 110.01%0.01%0.01%Q2 2023Q2 20231
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
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
INSIGHT 2811, INC. 110.06%0.06%0.06%Q2 2013Q2 20131
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Power Corp of Canada 110.03%0.03%0.03%Q1 2022Q1 20221
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2015Q2 20151
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2015Q4 20151
Financial Architects, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Kalos Management, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Fiduciary Alliance LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q1 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Cavalier Investments, LLC 111.99%1.99%1.99%Q4 2015Q4 20151
Mandatum Life Insurance Co Ltd 110.01%0.01%0.01%Q4 2015Q4 20151
FineMark National Bank & Trust 110.01%0.01%0.01%Q4 2014Q4 20141
WESBANCO BANK INC 110.06%0.06%0.06%Q1 2019Q1 20191
WBI INVESTMENTS, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Total Clarity Wealth Management, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Empowered Funds, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
InterOcean Capital, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
FIDUCIENT ADVISORS LLC 110.22%0.22%0.22%Q4 2022Q4 20221
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q1 2022Q1 20221
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2023Q1 20231
MGO ONE SEVEN LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Second Half Financial Partners, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Meiji Yasuda Life Insurance Co 110.79%0.79%0.79%Q3 2016Q3 20161
Kessler Investment Group, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Compagnie Lombard Odier SCmA 110.01%0.01%0.01%Q2 2022Q2 20221
Csenge Advisory Group 110.02%0.02%0.02%Q1 2022Q1 20221
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Virtu Financial LLC 110.02%0.02%0.02%Q1 2018Q1 20181
WIN ADVISORS, INC 110.00%0.00%0.00%Q1 2022Q1 20221
Gradient Investments LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q2 2021Q2 20211
SteelPeak Wealth, LLC 110.50%0.50%0.50%Q2 2023Q2 20231
STRINGER ASSET MANAGEMENT, LLC 114.39%4.39%4.39%Q4 2015Q4 20151
Financial Gravity Asset Management, Inc. 110.17%0.17%0.17%Q4 2019Q4 20191
Masso Torrence Wealth Management Inc. 110.42%0.42%0.42%Q4 2021Q4 20211
Legacy Capital Wealth Partners, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
WEST CHESTER CAPITAL ADVISORS, INC 110.01%0.01%0.01%Q2 2015Q2 20151
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JARISLOWSKY, FRASER Ltd 110.01%0.01%0.01%Q1 2019Q1 20191
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
HARRELL INVESTMENT PARTNERS, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q3 2023Q3 20231
Willow Creek Wealth Management Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 112.20%2.20%2.20%Q3 2022Q3 20221
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Smith, Salley & Associates 110.03%0.03%0.03%Q3 2019Q3 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.39%0.39%0.39%Q4 2019Q4 20191
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
WealthPlan Investment Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Traverso Chambers Private Wealth Management, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2016Q1 20161
One Capital Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Shilanski & Associates, Inc. 110.10%0.10%0.10%Q3 2022Q3 20221
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Concert Wealth Management Inc. 110.04%0.04%0.04%Q3 2016Q3 20161
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Soundwatch Capital LLC 110.10%0.10%0.10%Q2 2023Q2 20231
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Noven Financial Group, Inc. 110.26%0.26%0.26%Q4 2015Q4 20151
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
PRW Wealth Management LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Ayalon Insurance Comp Ltd. 110.27%0.27%0.27%Q3 2023Q3 20231
Carroll Investors, Inc 110.05%0.05%0.05%Q1 2022Q1 20221
KICKSTAND VENTURES, LLC. 110.10%0.10%0.10%Q3 2023Q3 20231
External links

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