ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3740.00%0.00%0.00%Q2 2013Q3 202398
Citadel Advisors 39390.00%0.00%0.01%Q1 2014Q3 202371
HUNTINGTON NATIONAL BANK 59590.00%0.00%0.02%Q1 2009Q3 202359
GOLDMAN SACHS GROUP INC 2340.00%0.00%0.01%Q1 2012Q3 202345
Veritable, L.P. 43430.00%0.02%0.05%Q4 2012Q2 202343
COMMERCE BANK 43430.00%0.01%0.01%Q1 2013Q3 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
NBT BANK N A /NY 42420.10%0.21%0.29%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.02%0.05%0.11%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.02%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.10%Q2 2013Q3 202342
CITIGROUP INC 30110.00%0.01%0.05%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.01%0.07%0.20%Q4 2013Q4 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
US BANCORP \DE\ 41410.00%0.00%0.00%Q2 2013Q2 202341
FINANCIAL COUNSELORS INC 28130.01%0.03%0.06%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 1940.00%0.01%0.02%Q2 2013Q3 202339
DOWLING & YAHNKE LLC 38380.03%0.16%0.36%Q2 2013Q3 202238
Tower Research Capital LLC (TRC) 2110.00%0.08%0.25%Q2 2013Q3 202338
TOTH FINANCIAL ADVISORY CORP 38380.00%0.66%1.24%Q2 2013Q3 202238
ENVESTNET ASSET MANAGEMENT INC 2170.00%0.02%0.13%Q2 2013Q3 202338
JPMORGAN CHASE & CO 3250.00%0.00%0.01%Q2 2013Q3 202337
FORVIS Wealth Advisors, LLC 36360.01%0.20%1.23%Q2 2013Q1 202236
UBS Group AG 36360.00%0.00%0.03%Q4 2014Q3 202336
BNP PARIBAS FINANCIAL MARKETS 1860.00%0.01%0.04%Q4 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 3310.00%0.01%0.02%Q2 2013Q3 202334
Endurance Wealth Management, Inc. 33330.00%0.01%0.02%Q2 2015Q2 202333
AlphaMark Advisors, LLC 33330.00%0.00%0.01%Q3 2015Q3 202333
Parallax Volatility Advisers, L.P. 23230.00%0.00%0.00%Q4 2013Q2 201933
JANE STREET GROUP, LLC 610.00%0.00%0.02%Q2 2014Q3 202332
Oakworth Capital, Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
Gemmer Asset Management LLC 32320.00%0.00%0.01%Q2 2014Q1 202232
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
CWM, LLC 2280.00%0.00%0.01%Q1 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 1810.00%0.00%0.01%Q4 2013Q3 202330
PITTENGER & ANDERSON INC 30300.06%0.12%0.21%Q2 2013Q3 202030
Cutler Group LLC / CA 720.00%0.00%0.07%Q1 2016Q2 202329
Farmers & Merchants Trust Co of Chambersburg PA 28280.01%0.02%0.02%Q4 2016Q3 202328
Destination Wealth Management 28280.05%0.09%0.14%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.04%Q2 2013Q4 201927
OPPENHEIMER & CO INC 1450.00%0.01%0.10%Q1 2014Q2 202127
WHITTIER TRUST CO 2310.00%0.00%0.00%Q2 2013Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.00%0.00%0.01%Q4 2015Q3 202327
Global Retirement Partners, LLC 2070.00%0.00%0.01%Q4 2016Q3 202327
NEXT Financial Group, Inc 1360.00%0.00%0.01%Q3 2014Q4 202126
CREDIT SUISSE AG/ 910.00%0.00%0.01%Q1 2013Q4 202226
MASSMUTUAL TRUST CO FSB/ADV 15110.00%0.12%0.53%Q4 2013Q2 202026
MONROE BANK & TRUST/MI 25250.26%0.36%0.53%Q2 2013Q2 201925
Steward Partners Investment Advisory, LLC 1870.00%0.01%0.03%Q1 2017Q3 202325
Family Firm, Inc. 24240.09%0.21%0.40%Q4 2017Q3 202324
Advisory Services Network, LLC 1310.00%0.02%0.27%Q4 2013Q3 202324
BESSEMER GROUP INC 2040.00%0.00%0.00%Q2 2013Q2 202224
Independence Bank of Kentucky 24240.00%0.02%0.05%Q4 2017Q3 202324
Parallel Advisors, LLC 23230.00%0.01%0.03%Q4 2016Q2 202223
FMR LLC 2120.00%0.00%0.00%Q1 2014Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
HSBC HOLDINGS PLC 23230.00%0.00%0.00%Q2 2013Q4 201823
Westside Investment Management, Inc. 1510.00%0.00%0.00%Q1 2017Q3 202323
NORTHERN TRUST CORP 22220.00%0.00%0.00%Q2 2013Q3 201822
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q2 2013Q3 202322
CHEMUNG CANAL TRUST CO 22220.08%0.43%0.64%Q2 2013Q3 201822
CAPTRUST FINANCIAL ADVISORS 1410.00%0.00%0.02%Q3 2017Q3 202322
First Allied Advisory Services, Inc. 1530.01%0.02%0.05%Q4 2013Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.10%Q3 2018Q3 202321
KCM INVESTMENT ADVISORS LLC 21210.01%0.06%0.09%Q2 2013Q2 201821
Simmons Bank 1470.02%0.03%0.04%Q1 2016Q2 202221
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
St. Johns Investment Management Company, LLC 1820.00%0.03%0.07%Q1 2014Q2 202020
SUN LIFE FINANCIAL INC 20200.01%0.39%1.95%Q4 2013Q3 201820
Capital Investment Advisory Services, LLC 1630.00%0.00%0.00%Q4 2018Q3 202319
Prestige Wealth Management Group LLC 19190.00%0.00%0.00%Q4 2018Q2 202319
TOCQUEVILLE ASSET MANAGEMENT L.P. 1540.01%0.04%0.14%Q4 2018Q3 202319
Geneos Wealth Management Inc. 1110.00%0.00%0.00%Q1 2016Q4 202119
Rockefeller Capital Management L.P. 19190.00%0.01%0.01%Q1 2019Q3 202319
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
SG Americas Securities, LLC 1110.00%0.01%0.03%Q2 2013Q4 202118
ASSETMARK, INC 910.00%0.07%1.10%Q3 2013Q3 202318
HYMAN CHARLES D 1530.01%0.02%0.03%Q4 2018Q2 202318
Exchange Capital Management, Inc. 1080.00%0.03%0.25%Q2 2013Q3 201818
HighTower Advisors, LLC 910.00%0.00%0.01%Q1 2016Q4 202218
Community Bank, N.A. 18180.00%0.00%0.00%Q4 2017Q1 202218
Patriot Wealth Management, Inc. 1620.50%1.20%1.48%Q2 2013Q1 201818
Capital Advisory Group Advisory Services, LLC 18180.01%0.25%1.66%Q1 2018Q2 202218
Virtu Financial LLC 1210.03%0.08%0.23%Q3 2013Q4 201918
STIFEL FINANCIAL CORP 910.00%0.00%0.01%Q1 2014Q1 202318
Psagot Value Holdings Ltd. 17170.00%0.02%0.08%Q2 2013Q2 201717
Private Advisor Group, LLC 610.00%0.01%0.05%Q3 2014Q4 202117
FIRST NATIONAL TRUST CO 17170.03%0.05%0.06%Q2 2013Q2 201717
People's United Financial, Inc. 17170.00%0.00%0.00%Q2 2013Q2 201717
MML INVESTORS SERVICES, LLC 910.00%0.01%0.01%Q2 2018Q2 202317
FIRST MERCHANTS CORP 17170.03%0.05%0.08%Q3 2019Q3 202317
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
American Portfolios Advisors 16160.00%0.01%0.06%Q4 2018Q3 202216
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
DAVENPORT & Co LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Tortoise Investment Management, LLC 16160.00%0.00%0.00%Q4 2014Q3 201816
JAMES INVESTMENT RESEARCH INC 16160.00%0.00%0.01%Q2 2013Q1 201716
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
Orion Portfolio Solutions, LLC 1410.00%0.40%0.84%Q4 2019Q3 202315
FIRST FINANCIAL CORP /IN/ 15150.01%0.12%0.18%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 1010.00%0.00%0.01%Q4 2017Q3 202315
First Citizens Financial Corp 1320.54%0.71%0.86%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
OLD SECOND NATIONAL BANK OF AURORA 15150.01%0.59%1.30%Q2 2013Q4 201615
SIMPLEX TRADING, LLC 710.00%0.00%0.01%Q3 2015Q2 202315
LBA Wealth Management, LLC 14140.01%0.02%0.03%Q4 2013Q1 201714
Timber Hill LLC 1040.00%0.27%0.81%Q2 2013Q3 201914
Advanced Asset Management Advisors Inc 14140.04%0.05%0.06%Q2 2020Q3 202314
Snowden Capital Advisors LLC 810.00%0.07%0.38%Q1 2016Q3 202314
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 14140.90%4.09%6.12%Q2 2018Q3 202114
PRUDENTIAL FINANCIAL INC 910.00%0.03%0.20%Q2 2017Q2 202214
Field & Main Bank 730.01%0.02%0.03%Q4 2013Q3 201914
HIGHLAND CAPITAL MANAGEMENT, LLC 14140.02%0.03%0.04%Q3 2013Q4 201614
J.P. Morgan Private Wealth Advisors LLC 1220.00%0.00%0.01%Q1 2019Q3 202314
Kestra Advisory Services, LLC 13130.00%0.05%0.10%Q3 2020Q3 202313
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q2 2017Q3 202313
Aveo Capital Partners, LLC 13130.09%0.45%1.00%Q1 2019Q1 202213
BANK OF THE WEST 13130.03%0.08%0.13%Q4 2013Q4 201613
TD Capital Management LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q2 2015Q4 202213
B. Riley Wealth Advisors, Inc. 810.00%0.03%0.06%Q3 2013Q3 202313
DEUTSCHE BANK AG\ 610.00%0.01%0.02%Q3 2013Q2 202013
FIRST MIDWEST BANK TRUST DIVISION 13130.03%0.09%0.13%Q1 2014Q1 201713
Antonetti Capital Management LLC 910.09%0.49%0.99%Q2 2010Q3 202313
Karp Capital Management Corp 1210.01%1.56%2.16%Q4 2018Q1 202213
NATIXIS 13130.01%0.01%0.02%Q3 2016Q3 201913
Axiom Investment Management LLC 940.00%0.06%0.15%Q1 2019Q4 202213
WFG Advisors, LP 12120.00%0.01%0.02%Q2 2013Q1 201612
Cetera Investment Advisers 12120.00%0.00%0.01%Q4 2020Q3 202312
Stillwater Capital Advisors, LLC 840.06%0.19%0.26%Q2 2013Q4 201612
Manchester Capital Management LLC 12120.00%0.00%0.00%Q2 2013Q1 201612
HCR Wealth Advisors 750.01%0.09%0.25%Q1 2017Q4 202012
MTM Investment Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
TWO SIGMA INVESTMENTS, LP 1110.00%0.01%0.02%Q3 2020Q3 202312
SCHAFER CULLEN CAPITAL MANAGEMENT INC 310.00%0.07%0.33%Q4 2013Q1 202012
Aureus Asset Management, LLC 1110.05%0.06%0.08%Q2 2013Q2 201612
Jackson, Grant Investment Advisers, Inc. 12120.00%0.03%0.06%Q4 2015Q3 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
AdvisorNet Financial, Inc 910.00%0.00%0.00%Q2 2019Q3 202211
Cresset Asset Management, LLC 740.01%0.02%0.04%Q2 2020Q1 202311
C M BIDWELL & ASSOCIATES LTD 11110.02%0.08%0.38%Q2 2017Q4 201911
Lumature Wealth Partners, LLC 11110.21%0.29%0.37%Q4 2020Q2 202311
BARCLAYS PLC 610.00%0.02%0.12%Q2 2013Q1 202111
COMERICA BANK 1010.00%0.00%0.00%Q4 2019Q3 202311
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 920.01%0.03%0.21%Q4 2018Q1 202311
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.00%0.01%Q2 2013Q4 201511
Hexagon Capital Partners LLC 10100.05%0.06%0.08%Q2 2021Q3 202310
Joel Isaacson & Co., LLC 10100.01%0.01%0.02%Q4 2012Q1 201510
Sunbelt Securities, Inc. 410.00%0.05%0.11%Q4 2016Q3 202310
UNITED CAPITAL FINANCIAL ADVISORS, LLC 610.01%0.07%0.12%Q2 2015Q3 201810
FinTrust Capital Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
TWO SIGMA ADVISERS, LP 510.00%0.00%0.01%Q3 2020Q3 202310
BB&T SECURITIES, LLC 10100.00%0.00%0.01%Q1 2016Q2 201810
SYNOVUS FINANCIAL CORP 730.00%0.00%0.00%Q4 2016Q3 201910
Virtu KCG Holdings LLC 310.00%0.01%0.04%Q3 2013Q2 201710
DSC Advisors, L.P. 10100.13%1.04%4.62%Q4 2012Q1 201510
MANUFACTURERS LIFE INSURANCE COMPANY, THE 640.00%0.00%0.00%Q2 2015Q2 201810
Brinker Capital Investments, LLC 510.00%0.04%0.12%Q2 2013Q4 20169
Advisors Preferred, LLC 210.01%1.04%5.18%Q4 2013Q4 20189
Johnson Financial Group, Inc. 520.00%0.02%0.07%Q2 2013Q4 20159
Cable Hill Partners, LLC 990.01%0.01%0.03%Q4 2014Q4 20169
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.01%0.01%Q4 2019Q4 20219
Bristlecone Advisors, LLC 990.07%0.10%0.15%Q4 2015Q4 20179
Giralda Advisors, LLC 812.21%3.97%13.18%Q3 2013Q4 20159
EDMOND DE ROTHSCHILD HOLDING S.A. 510.00%0.02%0.17%Q3 2016Q2 20199
Smart Portfolios, LLC 410.22%0.61%1.14%Q2 2013Q1 20228
COLONY GROUP LLC 530.00%0.00%0.00%Q4 2013Q4 20158
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.02%0.02%0.03%Q4 2013Q1 20188
INVESTMENT PARTNERS, LTD. 880.06%0.13%0.16%Q4 2020Q3 20228
PUBLIC SECTOR PENSION INVESTMENT BOARD 620.03%0.05%0.07%Q2 2016Q3 20188
PFS Partners, LLC 880.01%0.02%0.07%Q4 2021Q3 20238
WestEnd Advisors, LLC 410.00%0.00%0.00%Q2 2019Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%1.20%2.57%Q4 2021Q3 20238
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q1 2021Q4 20228
WEALTHSOURCE PARTNERS, LLC 510.06%0.65%2.17%Q1 2016Q3 20208
Mechanics Bank Trust Department 880.06%0.10%0.17%Q3 2016Q2 20188
Sowell Financial Services LLC 710.00%0.01%0.02%Q4 2016Q1 20218
Clearview Wealth Advisors LLC 880.03%0.04%0.04%Q4 2020Q3 20228
SUNTRUST BANKS INC 620.00%0.00%0.01%Q1 2017Q1 20198
Essex LLC 880.06%0.08%0.10%Q3 2021Q2 20238
TCI Wealth Advisors, Inc. 530.01%0.01%0.01%Q2 2014Q1 20238
NATIONAL PLANNING CORP 310.00%0.11%0.23%Q2 2013Q4 20168
Bison Wealth, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Sierra Capital LLC 880.19%0.34%0.52%Q1 2021Q4 20228
Commonwealth Financial Services, LLC 440.03%0.51%3.21%Q4 2014Q1 20178
Trust Co 880.00%0.01%0.01%Q1 2015Q4 20168
Rise Advisors, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
Retirement Group, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AJ WEALTH STRATEGIES, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
TRUST CO OF VERMONT 770.00%0.00%0.00%Q4 2019Q2 20217
U.S. Capital Wealth Advisors, LLC 520.01%0.04%0.06%Q4 2021Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
Tibra Equities Europe Ltd 410.06%0.60%1.70%Q2 2018Q3 20207
Signature Wealth Management Partners, LLC 770.22%0.24%0.26%Q4 2020Q2 20227
Crosspoint Capital Strategies, LLC 770.00%0.00%0.00%Q4 2013Q2 20157
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q2 2014Q3 20207
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.00%Q1 2022Q3 20237
Baird Financial Group, Inc. 770.00%0.01%0.01%Q4 2015Q2 20177
OPPENHEIMER ASSET MANAGEMENT INC. 410.00%0.02%0.04%Q4 2018Q3 20237
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q3 20227
CX Institutional 410.00%0.01%0.04%Q4 2020Q3 20237
Fisher Asset Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Qube Research & Technologies Ltd 410.00%0.00%0.01%Q2 2021Q3 20237
JOHNSON INVESTMENT COUNSEL INC 770.01%0.01%0.01%Q1 2017Q3 20187
SevenBridge Financial Group, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
PRIVATE TRUST CO NA 770.01%0.01%0.01%Q1 2013Q3 20147
Integrated Wealth Management 770.00%0.00%0.01%Q1 2015Q3 20167
Kalos Management, Inc. 320.01%0.12%0.44%Q1 2020Q2 20237
Tyler-Stone Wealth Management 520.01%0.02%0.02%Q4 2021Q3 20237
Mariner, LLC 410.00%0.04%0.08%Q4 2013Q3 20166
Quad-Cities Investment Group, LLC 660.00%0.01%0.01%Q2 2018Q3 20196
TWO SIGMA SECURITIES, LLC 210.00%0.10%0.50%Q1 2017Q4 20226
XPONANCE, INC. 510.13%0.17%0.26%Q1 2014Q3 20156
Krilogy Financial LLC 510.01%0.01%0.02%Q3 2015Q1 20176
Arlington Capital Management, Inc. 668.23%10.17%15.36%Q1 2016Q2 20176
StrategIQ Financial Group, LLC 660.08%0.10%0.12%Q2 2017Q3 20186
PagnatoKarp Partners LLC 660.29%0.34%0.37%Q4 2018Q1 20206
Private Capital Group, LLC 660.01%0.01%0.01%Q4 2017Q1 20196
L & S Advisors Inc 310.06%0.11%0.23%Q1 2015Q4 20166
Ulland Investment Advisors, LLC 660.04%0.05%0.05%Q4 2021Q1 20236
IHT Wealth Management, LLC 660.00%0.01%0.02%Q4 2016Q1 20186
Intellectus Partners, LLC 510.01%0.01%0.01%Q3 2017Q1 20196
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.04%0.04%0.04%Q4 2014Q1 20166
US FINANCIAL ADVISORS, LLC 660.14%5.22%9.31%Q4 2014Q1 20166
North Star Investment Management Corp. 660.00%0.01%0.01%Q4 2017Q1 20196
Madden Advisory Services, Inc. 660.00%0.00%0.01%Q3 2013Q4 20146
Leisure Capital Management 660.42%0.81%1.00%Q4 2016Q1 20186
Ifrah Financial Services, Inc. 410.08%0.14%0.16%Q1 2015Q3 20186
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Sargent Bickham Lagudis LLC 660.00%0.00%0.00%Q3 2021Q4 20226
SeaCrest Wealth Management, LLC 660.00%0.00%0.01%Q4 2017Q1 20196
WINTRUST INVESTMENTS LLC 420.22%0.25%0.29%Q2 2020Q4 20216
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 330.03%0.03%0.03%Q1 2014Q1 20166
GREENLEAF TRUST 660.01%0.01%0.01%Q2 2016Q3 20176
WEATHERLY ASSET MANAGEMENT L. P. 510.07%0.11%0.13%Q2 2013Q2 20166
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
CUMBERLAND ADVISORS INC 421.86%3.25%5.09%Q1 2014Q1 20206
ASHFORD CAPITAL MANAGEMENT INC 660.13%0.28%0.39%Q4 2017Q1 20196
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
ClearBridge Investments 550.00%0.00%0.00%Q4 2015Q4 20165
Planned Solutions, Inc. 410.58%1.86%3.66%Q3 2020Q4 20215
Pinnacle Summer Investments, Inc. 410.00%0.00%0.00%Q4 2013Q3 20155
Virtus Fund Advisers, LLC 550.00%0.00%0.00%Q2 2016Q2 20175
Placemark Investments, Inc. 320.00%0.01%0.01%Q2 2013Q4 20145
Clal Insurance Enterprises Holdings Ltd 410.09%1.23%1.62%Q4 2014Q2 20165
SRS Capital Advisors, Inc. 550.01%0.02%0.02%Q3 2022Q3 20235
Transamerica Financial Advisors, Inc. 310.00%0.12%0.45%Q3 2013Q4 20185
Argentus Capital Management, LLC 550.00%0.00%0.02%Q3 2015Q3 20165
Quantitative Advantage, LLC 411.37%2.65%3.07%Q1 2016Q1 20205
BKS ADVISORS, LLC 550.57%0.61%0.64%Q1 2015Q1 20165
OneDigital Investment Advisors LLC 410.00%0.00%0.00%Q2 2017Q3 20185
MONETARY MANAGEMENT GROUP INC 550.06%0.10%0.12%Q3 2017Q3 20185
CAPITAL FUND MANAGEMENT S.A. 210.00%0.02%0.03%Q2 2014Q2 20175
Concert Wealth Management Inc. 550.04%0.05%0.06%Q3 2015Q3 20165
Arcus Capital Partners, LLC 550.47%0.58%0.66%Q1 2018Q1 20195
CULLEN/FROST BANKERS, INC. 410.00%0.00%0.01%Q1 2019Q4 20215
Retirement Planning Group, LLC 550.06%0.06%0.07%Q3 2022Q3 20235
Anchor Investment Management, LLC 550.01%0.01%0.02%Q3 2017Q3 20185
STEEL GROVE CAPITAL ADVISORS, LLC 310.05%0.20%0.62%Q4 2015Q4 20175
Sandy Spring Bank 550.00%0.00%0.00%Q2 2013Q2 20145
Schonfeld Strategic Advisors LLC 320.00%0.01%0.01%Q4 2021Q1 20235
BAILARD, INC. 550.02%0.04%0.04%Q4 2018Q4 20195
SIGMA INVESTMENT COUNSELORS INC 110.02%0.03%0.04%Q4 2014Q4 20215
Lehman & Derafelo Financial Resources LLC 320.00%0.00%0.00%Q4 2018Q2 20215
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q2 2013Q2 20145
CENTRAL TRUST Co 210.00%0.00%0.01%Q2 2016Q2 20194
J. Goldman & Co LP 310.02%0.03%0.04%Q2 2020Q3 20214
JACKSON SQUARE CAPITAL, LLC 440.00%0.01%0.02%Q4 2019Q3 20204
Carmichael Hill & Associates, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
LifePlan Financial Group, Inc 440.00%0.02%0.06%Q2 2013Q1 20144
Nalls Sherbakoff Group, LLC 310.00%0.00%0.00%Q4 2018Q3 20234
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
ST GERMAIN D J CO INC 440.03%0.04%0.04%Q1 2016Q4 20164
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Peachtree Investment Advisors, Inc. 440.00%0.03%0.06%Q3 2014Q2 20154
CHICAGO TRUST Co NA 440.04%0.05%0.07%Q1 2021Q4 20214
Osborn Williams & Donohoe LLC 440.05%0.07%0.08%Q1 2019Q4 20194
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q3 2022Q2 20234
FSA Wealth Management LLC 310.02%0.03%0.03%Q4 2019Q4 20204
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q4 2018Q3 20194
BlackRock Investment Management, LLC 440.00%0.00%0.00%Q2 2014Q1 20154
Alpine Global Management, LLC 110.08%0.25%0.62%Q2 2014Q4 20194
BDO Wealth Advisors, LLC 440.00%0.00%0.01%Q2 2017Q1 20184
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Bridge Advisory, LLC 440.09%0.11%0.13%Q1 2021Q4 20214
Busey Bank 440.08%0.10%0.11%Q4 2021Q3 20224
Covington Capital Management 440.00%0.00%0.00%Q4 2021Q3 20224
Blue Chip Partners, LLC 440.02%0.03%0.07%Q4 2022Q3 20234
Nuveen Asset Management, LLC 440.01%0.01%0.01%Q2 2014Q1 20154
Verition Fund Management LLC 210.02%0.03%0.05%Q3 2016Q4 20174
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2013Q1 20144
One Charles Private Wealth Services, LLC 310.14%0.17%0.19%Q4 2021Q1 20234
Rothschild Capital Partners, LLC 440.74%1.14%1.55%Q3 2017Q2 20184
Cetera Advisors LLC 220.00%0.05%0.10%Q2 2016Q2 20194
Signature Wealth Management Group 440.00%0.00%0.01%Q4 2017Q3 20184
United Asset Strategies, Inc. 311.50%1.68%1.94%Q2 2013Q2 20144
VALLEY NATIONAL ADVISERS INC 440.00%0.00%0.00%Q3 2021Q2 20224
PGIM Custom Harvest LLC 440.38%0.70%1.02%Q4 2022Q3 20234
Ritter Daniher Financial Advisory LLC / DE 440.00%0.00%0.00%Q4 2022Q3 20234
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
First Heartland Consultants, Inc. 210.01%0.11%0.22%Q2 2013Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Lattice Strategies LLC 440.11%0.11%0.12%Q1 2014Q4 20144
FLOW TRADERS U.S. LLC 210.01%0.02%0.03%Q2 2020Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 223.36%3.89%4.47%Q1 2020Q1 20214
IBEX WEALTH ADVISORS 110.00%0.24%0.96%Q4 2016Q3 20214
Founders Capital Management 440.00%0.00%0.00%Q1 2017Q4 20174
CINQUE PARTNERS LLC 440.94%0.96%0.99%Q2 2013Q1 20144
Syntal Capital Partners, LLC 210.27%0.44%0.74%Q1 2014Q3 20193
ExodusPoint Capital Management, LP 210.00%0.00%0.00%Q3 2021Q3 20223
Front Row Advisors LLC 330.01%0.01%0.01%Q4 2017Q2 20183
PEAPACK GLADSTONE FINANCIAL CORP 330.01%0.01%0.01%Q4 2022Q2 20233
Future Financial Wealth Managment LLC 210.01%0.23%0.68%Q4 2020Q1 20223
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
HRT FINANCIAL LP 210.00%0.28%0.57%Q3 2015Q1 20233
Trexquant Investment LP 330.01%0.01%0.02%Q4 2021Q2 20223
HERBST GROUP, LLC 330.79%1.04%1.19%Q4 2021Q2 20223
Dakota Wealth Management 330.38%0.44%0.55%Q1 2023Q3 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Mariner Wealth Advisors-Madison, LLC 330.22%0.25%0.26%Q1 2013Q3 20133
Atria Investments, Inc 210.01%0.02%0.03%Q4 2016Q1 20193
D.A. DAVIDSON & CO. 210.00%0.00%0.00%Q3 2014Q2 20173
Realta Investment Advisors 210.00%0.02%0.03%Q4 2022Q3 20233
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.00%0.00%Q4 2022Q2 20233
MainStreet Investment Advisors LLC 330.04%0.04%0.05%Q4 2017Q2 20183
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
FIRST UNITED BANK & TRUST 330.14%0.15%0.16%Q1 2018Q3 20183
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Parsec Financial Management, Inc. 210.02%0.02%0.03%Q2 2013Q1 20143
MARSHALL WACE, LLP 110.00%0.00%0.01%Q1 2022Q3 20233
SII INVESTMENTS INC/WI 330.06%0.09%0.13%Q2 2013Q4 20133
S. R. Schill & Associates 331.69%1.95%2.16%Q4 2018Q2 20193
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20213
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q2 2017Q3 20223
B. Riley Wealth Management, Inc. 210.00%0.01%0.02%Q1 2015Q2 20223
Charter Oak Capital Management, LLC 330.04%0.04%0.04%Q3 2022Q1 20233
Belpointe Asset Management LLC 110.00%0.02%0.03%Q3 2018Q4 20223
Virtue Capital Management, LLC 210.06%0.06%0.07%Q2 2022Q1 20233
CAPE COD FIVE CENTS SAVINGS BANK 330.11%0.18%0.24%Q1 2017Q3 20173
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q3 2014Q1 20153
GPS Wealth Strategies Group, LLC 330.00%0.00%0.01%Q2 2021Q4 20213
High Falls Advisors, Inc 330.00%0.00%0.00%Q4 2015Q2 20163
INVESTMENT CENTERS OF AMERICA INC 210.13%0.14%0.16%Q2 2013Q1 20143
Rehmann Capital Advisory Group 110.00%0.03%0.08%Q2 2011Q2 20193
Bank of Kentucky, Inc. 330.00%0.00%0.00%Q2 2013Q4 20133
Genesis Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
PINNACLE FINANCIAL PARTNERS INC 330.06%0.07%0.07%Q4 2014Q2 20153
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q2 2013Q4 20133
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
MYCIO WEALTH PARTNERS, LLC 330.00%0.01%0.03%Q2 2019Q4 20193
Phoenix Holdings Ltd. 330.51%1.47%2.03%Q1 2022Q3 20223
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 210.04%0.07%0.09%Q3 2013Q1 20183
Allworth Financial LP 210.00%0.00%0.00%Q2 2016Q1 20193
TORONTO DOMINION BANK 210.00%0.00%0.00%Q1 2016Q1 20173
Capital Analysts, LLC 210.00%0.01%0.02%Q4 2021Q1 20233
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.09%0.10%0.10%Q4 2017Q2 20183
Hudson Bay Capital Management LP 210.01%0.01%0.03%Q2 2018Q2 20223
Koshinski Asset Management, Inc. 330.01%0.02%0.02%Q3 2021Q1 20223
Private Advisory Group LLC 330.08%0.14%0.27%Q3 2022Q1 20233
West Oak Capital, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
GSA CAPITAL PARTNERS LLP 330.02%0.06%0.14%Q1 2023Q3 20233
Ironwood Investment Counsel, LLC 330.06%0.08%0.08%Q4 2021Q2 20223
BlueCrest Capital Management Ltd 330.01%0.02%0.02%Q2 2017Q4 20173
IFC Holdings Incorporated/FL 330.10%0.14%0.16%Q2 2013Q4 20133
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.01%0.02%Q2 2016Q3 20162
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Brookstone Capital Management 110.85%0.90%0.96%Q2 2016Q4 20162
TEXAS PERMANENT SCHOOL FUND CORP 220.01%0.02%0.02%Q2 2014Q3 20142
J Arnold Wealth Management Co 220.01%0.01%0.01%Q1 2021Q2 20212
Beaumont Financial Partners, LLC 110.36%0.54%0.71%Q2 2013Q2 20162
CIBC WORLD MARKET INC. 110.00%0.00%0.01%Q2 2019Q4 20222
BRYN MAWR TRUST Co 220.01%0.01%0.01%Q1 2013Q2 20132
Chevy Chase Trust Holdings, LLC 110.00%0.03%0.05%Q4 2021Q4 20222
Cullen Capital Management, LLC 110.03%0.94%1.85%Q2 2018Q2 20202
J.W. COLE ADVISORS, INC. 110.07%0.09%0.12%Q4 2020Q1 20232
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
Beta Wealth Group, Inc. 110.31%0.42%0.53%Q4 2022Q3 20232
RATIONAL ADVISORS LLC 110.06%0.17%0.28%Q1 2009Q2 20192
RWA WEALTH PARTNERS, LLC 220.20%0.27%0.33%Q4 2018Q1 20192
Ballentine Partners, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Horizon Investments, LLC 220.19%0.20%0.20%Q1 2016Q2 20162
PVG Asset Management 110.31%0.72%1.12%Q1 2015Q2 20162
Cetera Advisor Networks LLC 110.00%0.01%0.02%Q4 2014Q2 20202
ProVise Management Group, LLC 110.06%0.12%0.18%Q3 2013Q4 20152
Laidlaw Wealth Management LLC 220.14%0.16%0.17%Q4 2022Q1 20232
Canal Capital Management, LLC 222.88%3.08%3.28%Q3 2016Q4 20162
Rock Point Advisors, LLC 220.56%0.58%0.60%Q4 2022Q1 20232
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.01%0.01%Q2 2020Q4 20222
Jane Street Holding, LLC 220.01%0.01%0.02%Q3 2013Q4 20132
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q4 2014Q2 20152
Financial Sense Advisors, Inc. 220.44%0.56%0.68%Q2 2018Q3 20182
Winch Advisory Services, LLC 220.04%0.06%0.07%Q2 2016Q3 20162
WESPAC Advisors, LLC 221.06%1.09%1.12%Q1 2016Q2 20162
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
GRIMES & COMPANY, INC. 110.04%0.08%0.12%Q1 2016Q4 20172
Annex Advisory Services, LLC 220.22%0.25%0.29%Q2 2013Q3 20132
SFMG, LLC 224.93%4.98%5.04%Q2 2016Q3 20162
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Merit Financial Group, LLC 220.01%0.02%0.04%Q2 2022Q3 20222
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q2 2017Q3 20172
CORRADO ADVISORS, LLC 110.00%0.11%0.22%Q4 2018Q4 20222
AHL INVESTMENT MANAGEMENT, INC. 110.10%0.17%0.24%Q4 2021Q4 20222
Delek Group, Ltd. 220.02%0.02%0.02%Q3 2018Q4 20182
CoreCap Advisors, LLC 110.00%0.01%0.01%Q2 2022Q4 20222
Burt Wealth Advisors 220.00%0.00%0.00%Q2 2018Q3 20182
New Republic Capital, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Jefferies Group LLC 110.02%0.04%0.06%Q1 2017Q1 20172
Braver Wealth Management, LLC 110.54%0.89%1.25%Q2 2016Q4 20162
Noven Financial Group, Inc. 220.08%0.12%0.16%Q2 2016Q3 20162
AMP Capital Investors Ltd 110.15%0.26%0.37%Q3 2018Q3 20192
M&T BANK CORP 110.00%0.00%0.00%Q1 2015Q2 20162
Richard C. Young & CO., LTD. 110.88%1.46%2.04%Q4 2021Q4 20222
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.04%0.07%0.09%Q1 2016Q2 20162
WASHINGTON TRUST BANK 110.00%0.18%0.36%Q4 2013Q2 20152
NOMURA HOLDINGS INC 110.00%0.07%0.15%Q4 2013Q3 20182
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 221.62%1.64%1.66%Q3 2016Q4 20162
Integrated Advisors Network LLC 110.19%0.20%0.20%Q4 2021Q3 20222
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
FSC Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20222
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q1 2015Q4 20162
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
BENJAMIN EDWARDS INC 220.05%0.06%0.06%Q4 2022Q1 20232
STRATEGIC WEALTH MANAGEMENT INC 221.44%1.62%1.80%Q1 2013Q2 20132
Claraphi Advisory Network, LLC 110.00%0.01%0.01%Q3 2019Q1 20202
Mount Yale Investment Advisors, LLC 220.04%0.04%0.04%Q1 2018Q2 20182
Kore Private Wealth LLC 110.01%0.04%0.06%Q4 2019Q1 20222
FIRST INTERSTATE BANK 220.00%0.00%0.00%Q1 2019Q2 20192
Davis Capital Management 220.04%0.04%0.04%Q1 2020Q2 20202
Prostatis Group LLC 220.03%0.07%0.11%Q1 2023Q2 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.17%0.37%0.57%Q1 2015Q2 20162
Renaissance Technologies 110.00%0.00%0.00%Q4 2022Q2 20232
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 221.45%1.60%1.74%Q4 2022Q1 20232
JB Capital LLC 110.02%0.03%0.03%Q4 2021Q4 20222
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2015Q1 20151
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Independent Advisor Alliance 110.00%0.00%0.00%Q2 2019Q2 20191
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.27%0.27%0.27%Q3 2013Q3 20131
Investmark Advisory Group LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Zimmer Partners, LP 110.20%0.20%0.20%Q1 2017Q1 20171
Geneva Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2022Q4 20221
Rench Wealth Management, Inc. 110.58%0.58%0.58%Q4 2022Q4 20221
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Country Club Trust Company, n.a. 110.03%0.03%0.03%Q4 2021Q4 20211
PEAK6 Group LLC 110.01%0.01%0.01%Q2 2014Q2 20141
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BlackRock Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Mount Lucas Management LP 110.01%0.01%0.01%Q4 2016Q4 20161
Atria Wealth Solutions, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
NewSquare Capital LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Financial Architects, Inc 110.01%0.01%0.01%Q2 2013Q2 20131
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Brown Miller Wealth Management, LLC 110.77%0.77%0.77%Q4 2022Q4 20221
Connectus Wealth, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Crabel Capital Management, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
PRING TURNER CAPITAL GROUP INC 110.01%0.01%0.01%Q4 2013Q4 20131
FDx Advisors, Inc. 110.03%0.03%0.03%Q2 2016Q2 20161
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2018Q4 20181
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
WEBSTER BANK, N. A. 110.01%0.01%0.01%Q4 2022Q4 20221
Walleye Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q3 2016Q3 20161
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q2 2016Q2 20161
Avalon Investment & Advisory 110.09%0.09%0.09%Q4 2020Q4 20201
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
K2 PRINCIPAL FUND, L.P. 110.09%0.09%0.09%Q1 2017Q1 20171
Aevitas Wealth Management, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2015Q4 20151
Hudock, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Ferguson Shapiro LLC 111.16%1.16%1.16%Q4 2019Q4 20191
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Commonwealth Retirement Investments LLC 110.57%0.57%0.57%Q4 2022Q4 20221
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SIMMONS FIRST TRUST CO NA 110.03%0.03%0.03%Q4 2015Q4 20151
FORESTERS ASSET MANAGEMENT INC. 110.05%0.05%0.05%Q2 2016Q2 20161
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Gupta Wealth Management LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
FIFTH LANE CAPITAL, LP 110.08%0.08%0.08%Q4 2021Q4 20211
REAVES W H & CO INC 110.01%0.01%0.01%Q4 2015Q4 20151
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2020Q2 20201
USCA RIA LLC 110.05%0.05%0.05%Q4 2017Q4 20171
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
BANK HAPOALIM BM 110.07%0.07%0.07%Q4 2015Q4 20151
Cavalier Investments, LLC 110.36%0.36%0.36%Q2 2016Q2 20161
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Empowered Funds, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Segantii Capital Management Ltd 111.07%1.07%1.07%Q3 2016Q3 20161
Argent Advisors, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
Graticule Asia Macro Advisors LLC 110.29%0.29%0.29%Q3 2018Q3 20181
JANA PARTNERS LLC 110.08%0.08%0.08%Q1 2015Q1 20151
EFG Asset Management (Americas) Corp. 110.00%0.00%0.00%Q1 2014Q1 20141
Principal Street Partners, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Allegis Investment Advisors, LLC 110.27%0.27%0.27%Q2 2016Q2 20161
Independent Portfolio Consultants, Inc. 110.02%0.02%0.02%Q2 2014Q2 20141
Meru Capital Group, LP 110.42%0.42%0.42%Q1 2017Q1 20171
Main Management LLC 110.06%0.06%0.06%Q2 2013Q2 20131
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q3 2016Q3 20161
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.21%0.21%0.21%Q4 2021Q4 20211
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2015Q4 20151
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2020Q1 20201
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2016Q1 20161
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Russell Investments Group, Ltd. 110.06%0.06%0.06%Q2 2021Q2 20211
IMC-Chicago, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Paloma Partners Management Co 110.00%0.00%0.00%Q2 2021Q2 20211
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
1832 Asset Management L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
ASSET ADVISORS CORP 110.00%0.00%0.00%Q3 2016Q3 20161
First American Bank 110.02%0.02%0.02%Q4 2021Q4 20211
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
Gradient Investments LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Gilman Hill Asset Management, LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Clear Perspective Advisors, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
VICUS CAPITAL 110.63%0.63%0.63%Q2 2013Q2 20131
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Hilton Capital Management, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
ORLEANS CAPITAL MANAGEMENT CORP/LA 110.97%0.97%0.97%Q4 2022Q4 20221
Corient Capital Partners, LLC 110.46%0.46%0.46%Q4 2016Q4 20161
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Harvest Investment Services, LLC 110.29%0.29%0.29%Q1 2019Q1 20191
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2014Q4 20141
Simply Money Advisors 110.00%0.00%0.00%Q3 2013Q3 20131
WFA of San Diego, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
GENWORTH FINANCIAL INC 110.07%0.07%0.07%Q2 2013Q2 20131
AE Wealth Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BANQUE PICTET & CIE SA 110.01%0.01%0.01%Q4 2013Q4 20131
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Verity Asset Management, Inc. 110.30%0.30%0.30%Q3 2014Q3 20141
Kinloch Capital, LLC 110.23%0.23%0.23%Q2 2022Q2 20221
Occidental Asset Management, LLC 110.49%0.49%0.49%Q4 2016Q4 20161
Mirae Asset Global Investments Co., Ltd. 110.02%0.02%0.02%Q2 2022Q2 20221
Econ Financial Services Corp 110.41%0.41%0.41%Q3 2023Q3 20231
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
All Season Financial Advisors, Inc. 110.39%0.39%0.39%Q4 2021Q4 20211
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
LITTLE HOUSE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Migdal Insurance & Financial Holdings Ltd. 110.08%0.08%0.08%Q4 2016Q4 20161
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Polianta Ltd 117.33%7.33%7.33%Q3 2019Q3 20191
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Maltin Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2015Q4 20151
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Advisory Resource Group 110.12%0.12%0.12%Q1 2019Q1 20191
Chesapeake Wealth Management 110.10%0.10%0.10%Q3 2018Q3 20181
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FUKOKU MUTUAL LIFE INSURANCE Co 110.13%0.13%0.13%Q4 2014Q4 20141
PACIFIC FINANCIAL GROUP INC 110.07%0.07%0.07%Q3 2020Q3 20201
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Custos Family Office, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Stone Toro Investment Advisers, LP 110.53%0.53%0.53%Q1 2014Q1 20141
External links

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