ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2210.00%0.00%0.01%Q2 2013Q3 202366
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202344
Cetera Advisor Networks LLC 43430.01%0.11%0.27%Q1 2013Q3 202343
JANE STREET GROUP, LLC 1110.00%0.01%0.08%Q1 2014Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.08%0.12%0.21%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.11%0.34%1.03%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.02%0.09%0.22%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.03%0.10%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
Rathbones Group PLC 42420.02%0.05%0.09%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.03%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
Baystate Wealth Management LLC 42420.09%2.04%11.50%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.08%0.13%0.22%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.02%0.05%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.13%0.23%0.30%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
KCM INVESTMENT ADVISORS LLC 3740.03%0.05%0.08%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.03%0.06%0.11%Q2 2013Q2 202341
Curbstone Financial Management Corp 40400.20%0.43%0.81%Q1 2014Q4 202340
ENVESTNET ASSET MANAGEMENT INC 21190.00%0.01%0.08%Q2 2013Q3 202340
GLENMEDE TRUST CO NA 20200.00%0.00%0.00%Q2 2013Q3 202340
Janney Montgomery Scott LLC 30100.01%0.02%0.05%Q3 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.63%1.10%Q4 2013Q3 202340
Thomasville National Bank 27130.04%0.09%0.26%Q2 2013Q3 202340
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.02%0.03%Q2 2013Q4 202239
Dorsey & Whitney Trust CO LLC 39390.09%0.21%0.39%Q1 2014Q3 202339
GOLDMAN SACHS GROUP INC 2140.00%0.00%0.00%Q1 2012Q3 202338
FMR LLC 2890.00%0.00%0.00%Q1 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
J.P. Morgan Private Wealth Advisors LLC 2220.01%0.02%0.04%Q2 2013Q3 202336
Private Advisor Group, LLC 22140.00%0.03%0.07%Q3 2014Q3 202336
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
Cambridge Investment Research Advisors, Inc. 2610.00%0.01%0.09%Q2 2013Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3420.00%0.00%0.01%Q4 2013Q4 202236
BlackRock Inc. 35350.00%0.04%0.07%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.01%0.66%2.12%Q2 2013Q4 202135
AMERIPRISE FINANCIAL INC 2710.00%0.00%0.01%Q2 2013Q3 202334
Baird Financial Group, Inc. 33330.00%0.01%0.09%Q3 2015Q3 202333
Creative Planning 1560.00%0.00%0.01%Q4 2013Q3 202333
WHITTIER TRUST CO 18150.01%0.01%0.01%Q2 2015Q3 202333
IFP Advisors, Inc 17140.00%0.01%0.01%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
LifePlan Financial Group, Inc 30300.12%0.28%0.69%Q2 2013Q3 202030
Raymond James Financial Services Advisors, Inc. 19110.00%0.01%0.03%Q1 2016Q3 202330
Stearns Financial Services Group 30300.11%0.21%0.45%Q2 2013Q3 202030
BigSur Wealth Management LLC 28280.18%0.84%1.88%Q4 2016Q3 202328
US BANCORP \DE\ 1330.00%0.00%0.01%Q2 2014Q3 202328
DEUTSCHE BANK AG\ 2350.00%0.00%0.00%Q4 2013Q3 202328
LS Investment Advisors, LLC 28280.00%0.00%0.00%Q2 2013Q1 202028
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.86%1.19%1.76%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.08%0.15%0.31%Q4 2016Q3 202328
Cutler Group LLC / CA 910.00%0.00%0.03%Q2 2016Q4 202228
Abbrea Capital, LLC 28280.09%0.13%0.15%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.08%Q2 2013Q4 201927
BANK OF NOVA SCOTIA 2340.00%0.00%0.02%Q1 2013Q3 202327
Ironwood Financial, llc 2340.00%0.01%0.02%Q4 2014Q3 202127
Brinker Capital Investments, LLC 27270.00%0.69%1.90%Q2 2013Q4 201927
RFG Advisory, LLC 27270.02%0.26%2.03%Q1 2017Q3 202327
JPMORGAN CHASE & CO 26260.00%0.00%0.00%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.06%Q2 2017Q3 202326
Evensky & Katz LLC 26260.00%0.00%0.00%Q2 2013Q3 201926
RAYMOND JAMES & ASSOCIATES 25250.00%0.01%0.01%Q3 2017Q3 202325
NEXT Financial Group, Inc 1310.00%0.01%0.03%Q3 2014Q4 202124
Front Row Advisors LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
CIBC WORLD MARKET INC. 2220.00%0.01%0.02%Q1 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.02%0.03%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.40%0.98%1.51%Q4 2017Q3 202324
OLD MISSION CAPITAL LLC 820.01%0.09%0.38%Q4 2014Q2 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
LEVEL FOUR ADVISORY SERVICES, LLC 2210.01%0.03%0.04%Q4 2016Q2 202323
Sound Income Strategies, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
Sigma Planning Corp 23230.03%0.05%0.07%Q1 2018Q3 202323
BREMER TRUST NATIONAL ASSOCIATION 23230.07%0.10%0.12%Q2 2013Q4 201823
Allianz Asset Management GmbH 1940.00%0.00%0.01%Q1 2017Q4 202223
Rockefeller Capital Management L.P. 23230.00%0.01%0.01%Q1 2018Q3 202323
LOEB PARTNERS CORP 1930.18%0.22%0.33%Q2 2013Q4 201822
HighTower Advisors, LLC 1210.00%0.00%0.01%Q1 2014Q3 202322
Citadel Advisors 510.00%0.00%0.01%Q1 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Cetera Investment Advisers 1290.01%0.02%0.05%Q4 2017Q3 202321
Dynamic Advisor Solutions LLC 20200.02%0.06%0.12%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.02%0.02%0.03%Q2 2016Q1 202120
Winslow, Evans & Crocker, Inc. 1810.00%0.02%0.03%Q4 2013Q4 202020
American Portfolios Advisors 20200.02%0.04%0.08%Q4 2017Q3 202220
Weaver Consulting Group 19190.06%0.15%0.18%Q1 2019Q3 202319
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.01%0.01%Q2 2013Q4 201719
First Allied Advisory Services, Inc. 930.01%0.03%0.10%Q4 2014Q4 201919
TSFG, LLC 19190.01%0.01%0.05%Q1 2019Q3 202319
BAR HARBOR TRUST SERVICES 1450.00%0.10%0.15%Q3 2017Q2 202219
GREAT WEST LIFE ASSURANCE CO /CAN/ 19190.00%0.00%0.01%Q4 2013Q2 201819
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Private Capital Group, LLC 18180.01%0.04%0.09%Q4 2017Q1 202218
ASSETMARK, INC 850.00%0.20%0.72%Q2 2018Q3 202318
GAMCO INVESTORS, INC. ET AL 18180.01%0.01%0.01%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
North Star Investment Management Corp. 18180.00%0.00%0.00%Q2 2014Q3 201818
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
Connecticut Wealth Management, LLC 1070.48%0.79%1.20%Q2 2019Q3 202317
GFS Advisors, LLC 17170.01%0.30%0.41%Q4 2015Q4 201917
Parallel Advisors, LLC 17170.01%0.02%0.04%Q3 2019Q3 202317
Apollon Wealth Management, LLC 980.01%0.19%0.59%Q4 2018Q1 202317
Stonebridge Capital Advisors LLC 1110.02%0.02%0.11%Q2 2014Q3 202317
BREWIN DOLPHIN LTD 17170.00%0.00%0.00%Q3 2017Q3 202117
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Financial Enhancement Group LLC 16160.01%0.01%0.01%Q1 2018Q4 202116
SUNTRUST BANKS INC 1510.00%0.00%0.01%Q3 2013Q3 201916
MATRIX PRIVATE CAPITAL GROUP LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Glassman Wealth Services 16160.01%0.01%0.01%Q4 2019Q3 202316
SUMMIT FINANCIAL GROUP, INC. 930.08%0.10%0.12%Q2 2019Q3 202316
STIFEL FINANCIAL CORP 1310.00%0.00%0.00%Q1 2019Q3 202316
Oliver Luxxe Assets LLC 1510.16%0.31%2.09%Q4 2015Q1 202016
IEQ CAPITAL, LLC 16160.04%0.10%0.33%Q4 2019Q3 202316
Veritable, L.P. 610.00%0.01%0.01%Q4 2013Q2 202316
Powell Investment Advisors, LLC 16160.09%0.30%0.50%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 1050.48%0.58%0.85%Q4 2019Q3 202315
Beacon Pointe Advisors, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.05%Q2 2016Q4 201915
Stratos Wealth Partners, LTD. 1210.00%0.01%0.03%Q4 2017Q3 202315
Ifrah Financial Services, Inc. 15150.16%0.20%0.24%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.07%0.15%Q2 2013Q4 201615
ADELL HARRIMAN & CARPENTER INC 1230.02%0.04%0.05%Q3 2019Q3 202315
BCS Wealth Management 1410.21%0.24%0.29%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 14140.02%0.03%0.04%Q2 2020Q3 202314
EP Wealth Advisors, LLC 1110.00%0.01%0.02%Q4 2019Q3 202314
Ellis Investment Partners, LLC 14140.02%0.02%0.02%Q2 2019Q3 202214
FAGAN ASSOCIATES, INC. 14140.64%0.78%0.88%Q2 2020Q3 202314
STEPHENS INC /AR/ 14140.07%0.27%0.43%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
Legacy Financial Strategies, LLC 14140.16%0.20%0.27%Q2 2020Q3 202314
Affiance Financial, LLC 1310.04%0.05%0.10%Q4 2019Q2 202314
SG Americas Securities, LLC 710.00%0.03%0.08%Q2 2013Q3 201714
Cedar Brook Financial Partners, LLC 13130.08%0.54%0.77%Q3 2020Q3 202313
Guidant Wealth Advisors 13130.05%0.09%0.14%Q3 2016Q3 201913
Advisory Services Network, LLC 910.00%0.08%0.20%Q4 2013Q2 202113
Capital Directions Investment Advisors, LLC 1030.01%0.01%0.01%Q3 2014Q1 201813
WINTRUST INVESTMENTS LLC 510.02%0.03%0.05%Q2 2017Q3 202313
Southeast Asset Advisors Inc. 13130.08%0.10%0.11%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
FinTrust Capital Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
CREDIT SUISSE AG/ 12120.00%0.00%0.00%Q1 2013Q4 201512
AVANTAX ADVISORY SERVICES, INC. 1110.01%0.03%0.10%Q3 2020Q3 202312
HSBC HOLDINGS PLC 12120.00%0.01%0.01%Q1 2012Q4 201412
Flagship Private Wealth, LLC 12122.88%4.86%6.99%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.02%0.03%0.05%Q4 2018Q3 202112
Chicago Partners Investment Group LLC 12120.06%0.11%0.13%Q4 2020Q3 202312
Montis Financial, LLC 12120.18%0.21%0.24%Q4 2020Q3 202312
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 12120.02%0.03%0.03%Q1 2020Q4 202212
Semmax Financial Advisors Inc. 1110.01%0.02%0.02%Q2 2020Q3 202312
Bluesphere Advisors, LLC 12121.00%2.00%4.78%Q4 2020Q3 202312
SlateStone Wealth, LLC 12120.08%0.10%0.13%Q4 2018Q3 202112
McKinley Carter Wealth Services, Inc. 12120.02%0.02%0.04%Q4 2020Q3 202312
BARCLAYS PLC 420.00%0.00%0.00%Q2 2013Q3 202112
Atria Investments, Inc 1110.03%0.05%0.10%Q3 2018Q3 202312
NORTHERN TRUST CORP 910.00%0.00%0.00%Q4 2014Q1 202311
Palisade Asset Management, LLC 740.02%0.03%0.03%Q4 2020Q3 202311
Virtu KCG Holdings LLC 310.00%0.02%0.04%Q3 2013Q1 201711
Equitable Holdings, Inc. 11110.00%0.03%0.06%Q1 2021Q3 202311
Avior Wealth Management, LLC 11110.00%0.04%0.14%Q1 2021Q3 202311
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
M&T BANK CORP 11110.00%0.01%0.03%Q3 2014Q1 201711
LAZARD ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q4 2018Q3 202311
Professional Financial Advisors, LLC 920.01%0.07%0.34%Q3 2020Q3 202311
Sowell Financial Services LLC 1010.01%0.06%0.14%Q3 2019Q1 202311
RDA Financial Network 11110.51%0.72%0.87%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
PRUDENTIAL FINANCIAL INC 11110.03%0.03%0.04%Q2 2013Q4 201511
SIGNATUREFD, LLC 820.00%0.01%0.01%Q1 2015Q3 202010
Barber Financial Group, Inc. 910.11%0.70%2.78%Q3 2017Q1 202310
Fluent Financial, LLC 10100.11%3.23%4.74%Q4 2018Q1 202110
Vantage Investment Advisors, LLC 10100.01%0.01%0.01%Q4 2013Q1 201610
USAdvisors Wealth Management, LLC 10102.10%2.37%2.96%Q2 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.15%1.46%2.61%Q4 2020Q1 202310
SFMG, LLC 640.02%0.02%0.02%Q1 2021Q3 202310
Family Firm, Inc. 610.06%0.07%0.08%Q4 2019Q2 202310
Legacy Advisors, LLC 820.01%0.01%0.02%Q4 2016Q2 201910
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
CENTAURUS FINANCIAL, INC. 910.01%0.38%0.68%Q2 2018Q3 202310
Joseph P. Lucia & Associates, LLC 640.00%0.01%0.02%Q1 2019Q3 202110
HARBOUR INVESTMENTS, INC. 640.00%0.10%0.17%Q1 2021Q3 202310
GSB Wealth Management, LLC 820.14%0.16%0.22%Q1 2021Q3 202310
Mirae Asset Global Investments Co., Ltd. 10100.03%0.06%0.15%Q3 2015Q4 201710
Valeo Financial Advisors, LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
Jacobi Capital Management LLC 10100.00%0.00%0.00%Q2 2019Q3 202110
COOKSON PEIRCE & CO INC 10100.05%0.06%0.08%Q3 2018Q4 202010
Capital International Investors 810.00%0.00%0.00%Q4 2020Q3 20239
LEAVELL INVESTMENT MANAGEMENT, INC. 990.14%0.14%0.14%Q1 2018Q1 20209
First City Capital Management, Inc. 990.02%0.02%0.02%Q1 2014Q1 20169
THOROUGHBRED FINANCIAL SERVICES, LLC 990.08%0.37%0.59%Q3 2021Q3 20239
SCHRODER INVESTMENT MANAGEMENT GROUP 990.00%0.00%0.00%Q2 2013Q2 20159
GHP Investment Advisors, Inc. 990.01%0.01%0.02%Q1 2021Q1 20239
BANK HAPOALIM BM 990.04%0.08%0.14%Q4 2013Q4 20159
Qube Research & Technologies Ltd 810.00%0.00%0.02%Q1 2021Q2 20239
Jolley Asset Management, LLC 990.01%0.02%0.02%Q2 2013Q2 20159
Gradient Investments LLC 620.00%0.00%0.00%Q1 2017Q1 20198
TCI Wealth Advisors, Inc. 710.00%0.00%0.01%Q2 2016Q1 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
AVAII WEALTH MANAGEMENT, LLC 880.34%0.43%0.58%Q4 2021Q3 20238
Crumly & Associates Inc. 420.08%1.50%5.16%Q4 2019Q2 20228
Evolution Advisers, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.22%0.40%Q4 2021Q3 20238
Visionary Wealth Advisors 880.02%0.04%0.05%Q4 2021Q3 20238
BANQUE PICTET & CIE SA 880.01%0.22%0.38%Q4 2013Q3 20158
MONEY CONCEPTS CAPITAL CORP 620.00%0.01%0.02%Q4 2020Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 885.51%7.90%11.95%Q4 2021Q3 20238
Ausdal Financial Partners, Inc. 710.04%0.28%0.38%Q1 2021Q3 20238
Bremer Bank National Association 440.05%0.07%0.09%Q1 2019Q1 20218
BKS ADVISORS, LLC 880.08%0.08%0.09%Q1 2017Q4 20188
J.W. COLE ADVISORS, INC. 880.02%0.03%0.03%Q4 2021Q3 20238
Daniel Devine & Co 440.21%0.26%0.33%Q3 2015Q2 20188
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 770.31%0.34%0.38%Q2 2013Q4 20147
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 430.01%0.13%0.20%Q2 2021Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.01%0.01%Q1 2022Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.67%1.02%1.26%Q1 2022Q3 20237
Aptus Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Systelligence, LLC 430.90%2.44%5.42%Q4 2019Q4 20227
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
HUNTINGTON NATIONAL BANK 610.00%0.01%0.01%Q1 2009Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.14%0.19%0.26%Q2 2013Q4 20147
Brookstone Capital Management 210.00%0.39%2.67%Q3 2014Q3 20237
Plante Moran Financial Advisors, LLC 610.00%0.03%0.04%Q2 2015Q3 20227
Transamerica Financial Advisors, Inc. 310.00%0.02%0.06%Q4 2016Q2 20197
Realta Investment Advisors 320.00%0.00%0.01%Q1 2019Q3 20237
Integrated Wealth Management 770.00%0.01%0.01%Q1 2015Q3 20167
Diversified, LLC 770.09%0.25%0.44%Q4 2020Q2 20227
Patriot Financial Group Insurance Agency, LLC 770.00%0.03%0.05%Q4 2016Q2 20187
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
Certified Advisory Corp 660.66%0.78%0.92%Q2 2022Q3 20236
Capital Analysts, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Concert Wealth Management Inc. 510.02%0.03%0.03%Q4 2013Q3 20166
Atlas Private Wealth Advisors 660.01%0.01%0.03%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 510.32%1.48%3.19%Q4 2021Q3 20236
Manchester Capital Management LLC 660.01%0.01%0.01%Q2 2013Q3 20146
QUEST CAPITAL MANAGEMENT INC /ADV 660.35%0.38%0.43%Q3 2020Q4 20216
OPTIMUM INVESTMENT ADVISORS 660.00%0.00%0.00%Q1 2018Q2 20196
FLOW TRADERS U.S. LLC 310.02%0.13%0.30%Q1 2021Q2 20236
Beaumont Financial Partners, LLC 410.03%0.20%0.60%Q4 2014Q3 20226
JTC Employer Solutions Trustee Ltd 660.00%0.00%0.00%Q3 2021Q4 20226
Pinnacle Summer Investments, Inc. 660.00%0.00%0.00%Q3 2014Q4 20156
Prospera Financial Services Inc 660.03%0.03%0.04%Q2 2017Q3 20186
IHT Wealth Management, LLC 660.00%0.02%0.04%Q4 2016Q1 20186
Placemark Investments, Inc. 420.01%0.04%0.06%Q2 2013Q4 20146
Drake & Associates, LLC 664.80%4.93%5.06%Q2 2022Q3 20236
Mizuho Asset Management Co.,Ltd. 660.00%0.01%0.01%Q3 2013Q4 20146
BAR HARBOR WEALTH MANAGEMENT 660.02%0.02%0.02%Q2 2022Q3 20236
Tower Wealth Partners, Inc. 661.10%6.84%8.77%Q2 2022Q3 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
CREDIT AGRICOLE S A 660.00%0.01%0.01%Q3 2014Q4 20156
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q2 20236
MARSHALL WACE, LLP 210.00%0.00%0.00%Q4 2021Q3 20235
Simplicity Solutions, LLC 320.04%0.07%0.08%Q4 2021Q3 20235
Aveo Capital Partners, LLC 310.09%0.32%0.57%Q1 2019Q3 20235
Invesco Ltd. 410.00%0.00%0.00%Q2 2013Q4 20145
Stadion Money Management, LLC 410.05%0.08%0.12%Q2 2013Q3 20165
Valmark Advisers, Inc. 550.02%0.03%0.04%Q3 2022Q3 20235
Allegis Investment Advisors, LLC 550.25%0.80%1.24%Q4 2015Q4 20165
OneAscent Financial Services LLC 410.20%0.87%1.37%Q2 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.06%0.07%0.09%Q4 2018Q4 20195
Spire Wealth Management 320.00%0.00%0.00%Q1 2022Q3 20235
Crosspoint Capital Strategies, LLC 320.00%0.00%0.01%Q1 2015Q3 20165
Financial Council Asset Management Inc 410.13%0.19%0.25%Q2 2022Q3 20235
CENTRAL TRUST Co 550.02%0.02%0.02%Q3 2022Q3 20235
Global Retirement Partners, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
McAdam, LLC 550.07%0.08%0.09%Q4 2018Q4 20195
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
ENCOMPASS WEALTH ADVISORS, LLC 410.08%0.09%0.12%Q4 2020Q3 20235
Long Wharf Investors, Inc. 550.18%0.24%0.30%Q2 2013Q2 20145
Virtu Financial LLC 410.01%0.03%0.04%Q2 2018Q3 20195
Blue Granite Capital, LLC 550.01%0.04%0.08%Q4 2016Q4 20175
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2013Q4 20205
Advisors Preferred, LLC 320.01%0.02%0.04%Q1 2022Q3 20235
Newbridge Financial Services Group, Inc. 550.02%0.10%0.22%Q3 2022Q3 20235
Atlantic Union Bankshares Corp 320.02%0.02%0.02%Q3 2020Q1 20225
WADDELL & ASSOCIATES, LLC 410.24%3.29%4.22%Q2 2022Q3 20235
Whelan Financial 550.20%0.81%1.29%Q3 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
NORTHWEST WEALTH MANAGEMENT, LLC 550.04%0.05%0.05%Q1 2018Q1 20195
MY Wealth Management Inc. 553.46%4.30%6.42%Q4 2021Q4 20225
Csenge Advisory Group 210.08%0.14%0.24%Q4 2019Q3 20235
BAIRD ROBERT W & CO INC /WI/ 550.09%0.15%0.23%Q2 2013Q2 20145
GSA CAPITAL PARTNERS LLP 550.02%0.04%0.06%Q3 2022Q3 20235
Kaye Capital Management 442.46%4.34%6.26%Q4 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.06%0.59%1.92%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 442.27%2.70%2.92%Q4 2022Q3 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
1832 Asset Management L.P. 440.00%0.00%0.00%Q3 2016Q2 20174
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mariner, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 110.00%0.07%0.26%Q4 2015Q1 20234
UNIQUE WEALTH, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
Freestone Capital Holdings, LLC 440.00%0.01%0.02%Q1 2020Q4 20204
Narwhal Capital Management 440.09%0.10%0.10%Q4 2013Q3 20144
Cerro Pacific Wealth Advisors LLC 440.23%0.25%0.28%Q2 2022Q1 20234
Hilltop Holdings Inc. 440.18%0.20%0.24%Q3 2013Q2 20144
Live Your Vision, LLC 440.01%0.01%0.01%Q2 2017Q1 20184
Strait & Sound Wealth Management LLC 440.22%0.26%0.27%Q4 2022Q3 20234
Krilogy Financial LLC 310.00%0.00%0.00%Q3 2017Q3 20184
JDM Financial Group LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Global Trust Asset Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
WPWealth LLP 440.13%0.15%0.15%Q4 2022Q3 20234
Almanack Investment Partners, LLC. 210.00%0.03%0.05%Q3 2018Q3 20224
Vickerman Investment Advisors, Inc. 440.46%0.51%0.56%Q4 2022Q3 20234
WFA of San Diego, LLC 210.00%0.01%0.01%Q2 2022Q3 20234
MGO ONE SEVEN LLC 210.00%0.01%0.02%Q4 2017Q2 20234
Bleakley Financial Group, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Armbruster Capital Management, Inc. 440.17%0.18%0.18%Q4 2021Q3 20224
NATIONAL PLANNING CORP 440.01%0.02%0.02%Q1 2014Q4 20144
Perigon Wealth Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q1 2018Q2 20184
KESTRA PRIVATE WEALTH SERVICES, LLC 440.15%0.18%0.21%Q4 2022Q3 20234
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
Asset Allocation Strategies LLC 443.44%4.17%4.53%Q4 2022Q3 20234
Rehmann Capital Advisory Group 220.00%0.00%0.01%Q2 2018Q2 20194
Orion Portfolio Solutions, LLC 310.00%0.01%0.01%Q2 2020Q3 20234
CREATIVE FINANCIAL DESIGNS INC /ADV 440.09%0.10%0.10%Q4 2022Q3 20234
Traynor Capital Management, Inc. 440.07%0.08%0.09%Q4 2017Q3 20184
Evolution Wealth Advisors, LLC 440.05%0.13%0.15%Q4 2022Q3 20234
Beaumont Capital Management, LLC 310.57%0.64%0.71%Q1 2022Q3 20234
Surevest, LLC 440.04%0.04%0.04%Q4 2021Q3 20224
Ignite Planners, LLC 310.13%0.31%0.40%Q1 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.01%0.01%0.01%Q4 2018Q3 20234
ALESCO ADVISORS LLC 440.02%0.03%0.03%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
EDMOND DE ROTHSCHILD HOLDING S.A. 330.00%0.00%0.00%Q2 2016Q4 20163
Cornerstone Wealth Management, LLC 210.01%0.02%0.02%Q2 2018Q4 20213
LWMG, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Trifecta Capital Advisors, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Tower Research Capital LLC (TRC) 110.00%0.00%0.01%Q1 2015Q4 20223
Integrated Wealth Concepts LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Cedar Mountain Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Cape Investment Advisory, Inc. 330.16%0.17%0.17%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MYCIO WEALTH PARTNERS, LLC 330.02%0.02%0.02%Q4 2013Q2 20143
CAROLINAS WEALTH CONSULTING LLC 330.02%0.02%0.02%Q1 2020Q3 20203
Continuum Advisory, LLC 210.05%0.07%0.11%Q2 2022Q3 20233
Barrett Asset Management, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
JCIC Asset Management Inc. 330.00%0.00%0.01%Q4 2014Q2 20153
McIlrath & Eck, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2014Q1 20153
Sowa Financial Group, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
Hudock, Inc. 330.86%0.88%0.92%Q1 2023Q3 20233
Kalos Management, Inc. 330.07%0.08%0.08%Q4 2022Q2 20233
Cerity Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q2 2019Q4 20193
Ascent Group, LLC 210.15%0.21%0.29%Q2 2022Q3 20233
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q2 20163
SYM FINANCIAL Corp 330.01%0.01%0.01%Q4 2017Q2 20183
Connectus Wealth, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Samalin Investment Counsel, LLC 210.11%0.12%0.12%Q4 2019Q1 20223
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
East Coast Asset Management, LLC. 330.08%0.09%0.10%Q4 2012Q2 20133
Ameritas Investment Company, LLC 330.00%0.01%0.02%Q1 2021Q3 20213
MARIETTA INVESTMENT PARTNERS LLC 330.09%0.10%0.10%Q2 2013Q4 20133
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
High Falls Advisors, Inc 330.01%0.02%0.02%Q4 2015Q2 20163
Beaumont Financial Advisors, LLC 332.90%2.98%3.10%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
AdvisorNet Financial, Inc 210.00%0.00%0.00%Q2 2019Q2 20223
Ameliora Wealth Management Ltd. 330.01%0.01%0.02%Q3 2022Q1 20233
Citizens Business Bank 330.05%0.06%0.06%Q4 2014Q2 20153
GAMBLE JONES INVESTMENT COUNSEL 330.02%0.02%0.02%Q2 2022Q4 20223
HARDING LOEVNER LP 210.00%0.00%0.00%Q1 2020Q3 20223
Clearstead Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.01%0.01%0.01%Q4 2013Q2 20143
DHK Financial Advisors, Inc. 220.23%0.34%0.46%Q2 2023Q3 20232
Advocacy Wealth Management Services, LLC 221.38%1.63%1.88%Q2 2013Q3 20132
Providence Capital Advisors, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.06%0.06%0.06%Q2 2016Q3 20182
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
GeoWealth Management, LLC 110.03%0.04%0.06%Q4 2021Q1 20232
TRANSATLANTIQUE PRIVATE WEALTH LLC 220.66%0.69%0.73%Q2 2022Q3 20222
Scissortail Wealth Management, LLC 110.32%0.34%0.36%Q1 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.09%0.53%0.98%Q2 2023Q3 20232
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
Moser Wealth Advisors, LLC 220.03%0.03%0.03%Q4 2019Q1 20202
Pacifica Partners Inc. 220.05%0.05%0.06%Q4 2019Q1 20202
FIRST FINANCIAL CORP /IN/ 110.00%0.00%0.00%Q2 2014Q3 20232
PVG ASSET MANAGEMENT CORP 220.54%0.59%0.64%Q3 2018Q4 20182
Strategic Wealth Partners Group, LLC 220.07%0.15%0.23%Q1 2018Q2 20182
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q1 20212
Arete Wealth Advisors, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
High Net Worth Advisory Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
First Personal Financial Services 220.01%0.01%0.01%Q1 2022Q2 20222
Center for Financial Planning, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
DAYMARK WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
First Heartland Consultants, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
HM PAYSON & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Ullmann Wealth Partners Group, LLC 220.03%0.03%0.03%Q1 2017Q2 20172
Future Financial Wealth Managment LLC 220.15%0.15%0.15%Q4 2021Q1 20222
TRUST CO OF VERMONT 220.00%0.00%0.00%Q2 2019Q3 20192
Independent Advisor Alliance 110.05%0.07%0.09%Q1 2017Q4 20192
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q3 20232
Sandy Spring Bank 220.00%0.00%0.00%Q1 2015Q2 20152
Weatherstone Capital Management 110.13%0.19%0.25%Q4 2013Q2 20142
Carmichael Hill & Associates, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Argentus Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
AFT, FORSYTH & COMPANY, INC. 220.02%0.02%0.02%Q2 2013Q3 20132
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.50%0.50%0.51%Q2 2020Q3 20202
Onyx Bridge Wealth Group LLC 220.23%0.24%0.24%Q2 2023Q3 20232
OLD MISSION CAPITAL, LLC 110.07%0.12%0.17%Q4 2016Q4 20202
CITY NATIONAL BANK 220.00%0.00%0.00%Q2 2014Q3 20142
Financial Advocates Investment Management 220.02%0.02%0.02%Q2 2023Q3 20232
Janney Capital Management LLC 220.04%0.04%0.04%Q2 2013Q3 20132
OLD NATIONAL BANCORP /IN/ 222.26%2.43%2.60%Q2 2023Q3 20232
EUDAIMONIA ADVISORS LLC 220.15%0.18%0.20%Q4 2021Q1 20222
CATALYST PRIVATE WEALTH, LLC 110.14%0.15%0.17%Q3 2020Q1 20212
MFA WEALTH ADVISORS, LLC 110.22%0.23%0.25%Q4 2017Q2 20182
TRUE Private Wealth Advisors 220.29%0.30%0.31%Q2 2023Q3 20232
Jane Street Holding, LLC 220.01%0.04%0.08%Q2 2013Q3 20132
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 220.01%0.01%0.01%Q3 2013Q4 20132
Lloyds Banking Group plc 220.00%0.00%0.00%Q2 2013Q3 20132
Kore Private Wealth LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
O'ROURKE & COMPANY, Inc 110.16%0.16%0.16%Q4 2021Q4 20211
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MATHER GROUP, LLC. 110.12%0.12%0.12%Q2 2023Q2 20231
Coppell Advisory Solutions LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AE Wealth Management LLC 110.02%0.02%0.02%Q2 2021Q2 20211
QUANTUM CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2013Q4 20131
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.03%0.03%0.03%Q3 2016Q3 20161
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Americana Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Harvest Investment Services, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Valentine Capital Asset Management, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Irish Life Investment Managers Ltd. 110.02%0.02%0.02%Q2 2013Q2 20131
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Regal Investment Advisors LLC 110.03%0.03%0.03%Q2 2022Q2 20221
LWM Advisory Services, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2020Q4 20201
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Kelman-Lazarov, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEST CHESTER CAPITAL ADVISORS, INC 110.40%0.40%0.40%Q2 2019Q2 20191
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q2 2022Q2 20221
CAZENOVE CAPITAL MANAGEMENT LTD 110.06%0.06%0.06%Q2 2013Q2 20131
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Verition Fund Management LLC 110.02%0.02%0.02%Q3 2016Q3 20161
EWG Elevate Inc. 111.33%1.33%1.33%Q1 2020Q1 20201
Baltimore-Washington Financial Advisors, Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Carnegie Capital Asset Management, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CONSILIO WEALTH ADVISORS, LLC 110.95%0.95%0.95%Q4 2021Q4 20211
THOMASPARTNERS, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Fiduciary Trust Co International of Pennsylvania 110.02%0.02%0.02%Q1 2016Q1 20161
Arlington Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WealthOne, LLC 110.33%0.33%0.33%Q1 2019Q1 20191
WestEnd Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Signify Wealth 110.41%0.41%0.41%Q2 2022Q2 20221
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
INVESTMENT PARTNERS, LTD. 110.16%0.16%0.16%Q1 2015Q1 20151
LeJeune Puetz Investment Counsel LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Clarity Financial LLC 110.31%0.31%0.31%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Empowered Funds, LLC 112.37%2.37%2.37%Q2 2022Q2 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2015Q2 20151
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Oder Investment Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
WESPAC Advisors SoCal, LLC 110.29%0.29%0.29%Q4 2018Q4 20181
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2015Q3 20151
STANCORP INVESTMENT ADVISERS INC 110.00%0.00%0.00%Q1 2015Q1 20151
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.16%1.16%1.16%Q2 2022Q2 20221
Meridian Wealth Advisors, LLC 110.19%0.19%0.19%Q4 2018Q4 20181
Hanlon Investment Management, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Goelzer Investment Management, Inc. 110.05%0.05%0.05%Q1 2013Q1 20131
Lowe Wealth Advisors, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
KPP Advisory Services LLC 110.21%0.21%0.21%Q3 2023Q3 20231
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Mirador Capital Partners LP 110.10%0.10%0.10%Q3 2023Q3 20231
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Ground Swell Capital, LLC 110.81%0.81%0.81%Q2 2023Q2 20231
BlueCrest Capital Management LLP 110.55%0.55%0.55%Q2 2013Q2 20131
M Holdings Securities, Inc. 110.07%0.07%0.07%Q3 2014Q3 20141
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Fortis Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Redhawk Wealth Advisors, Inc. 110.90%0.90%0.90%Q3 2018Q3 20181
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Paradigm Financial Partners, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Claro Advisors LLC 110.11%0.11%0.11%Q4 2018Q4 20181
GUYASUTA INVESTMENT ADVISORS INC 110.04%0.04%0.04%Q1 2015Q1 20151
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Independent Portfolio Consultants, Inc. 110.08%0.08%0.08%Q1 2014Q1 20141
LITTLE HOUSE CAPITAL LLC 110.04%0.04%0.04%Q1 2019Q1 20191
External links

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