ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 16110.00%0.00%0.00%Q3 2013Q3 202370
HUNTINGTON NATIONAL BANK 38100.00%0.01%0.02%Q1 2009Q3 202350
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202346
GOLDMAN SACHS GROUP INC 3910.00%0.00%0.01%Q1 2012Q3 202344
NTV ASSET MANAGEMENT LLC 42420.11%0.15%0.18%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
Stillwater Capital Advisors, LLC 42420.26%0.77%1.26%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.18%2.02%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.12%1.07%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.20%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.05%0.15%Q2 2013Q3 202342
Citadel Advisors 810.00%0.00%0.01%Q1 2014Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.07%Q2 2013Q3 202341
JPMORGAN CHASE & CO 3290.00%0.00%0.00%Q2 2013Q3 202341
DUNCKER STREETT & CO INC 25160.00%0.00%0.01%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 41410.00%0.01%0.03%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.02%0.06%Q3 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 31100.01%0.03%0.15%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 20200.00%0.00%0.00%Q2 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3280.01%0.08%0.35%Q2 2013Q3 202340
US BANCORP \DE\ 39390.00%0.00%0.00%Q1 2014Q3 202339
AlphaMark Advisors, LLC 39390.01%0.03%0.05%Q1 2014Q3 202339
OPPENHEIMER & CO INC 25140.00%0.01%0.02%Q4 2013Q3 202339
Cetera Advisor Networks LLC 3720.00%0.02%0.06%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 3080.00%0.00%0.02%Q1 2014Q3 202338
Prospera Financial Services Inc 2930.05%0.82%4.71%Q2 2013Q3 202336
UBS Group AG 36360.01%0.01%0.01%Q4 2014Q3 202336
Private Advisor Group, LLC 2810.01%0.02%0.10%Q4 2013Q3 202336
Hartford Financial Management Inc. 2210.00%0.00%0.00%Q3 2013Q3 202336
STEPHENS INC /AR/ 1410.01%0.03%0.12%Q2 2013Q3 202335
Tower Research Capital LLC (TRC) 1110.00%0.11%0.68%Q3 2013Q3 202334
CREDIT SUISSE AG/ 1720.00%0.00%0.02%Q1 2013Q3 202234
FMR LLC 2920.00%0.00%0.00%Q2 2014Q3 202334
Bray Capital Advisors 3040.00%0.25%0.66%Q1 2015Q3 202334
Cetera Advisors LLC 22120.01%0.03%0.11%Q4 2013Q3 202334
Gemmer Asset Management LLC 33330.01%0.01%0.03%Q1 2014Q1 202233
ASSETMARK, INC 2520.00%0.33%2.00%Q3 2013Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2013Q3 202333
SONATA CAPITAL GROUP INC 1910.11%0.25%0.64%Q4 2014Q3 202333
NAVELLIER & ASSOCIATES INC 810.01%0.54%1.52%Q3 2012Q3 202332
Barrett Asset Management, LLC 32320.00%0.00%0.00%Q1 2014Q4 202132
Geneos Wealth Management Inc. 31310.01%0.02%0.11%Q1 2016Q3 202331
CWM, LLC 2210.00%0.04%0.49%Q3 2015Q3 202331
Snowden Capital Advisors LLC 2280.06%0.09%0.22%Q1 2016Q3 202330
WHITTIER TRUST CO OF NEVADA INC 30300.00%0.00%0.00%Q2 2016Q3 202330
Bank of New York Mellon Corp 2110.00%0.00%0.01%Q4 2014Q3 202329
IFP Advisors, Inc 1710.00%0.02%0.07%Q4 2015Q3 202329
SCOTIA CAPITAL INC. 2810.01%0.03%0.07%Q4 2013Q3 202329
DAVENPORT & Co LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
NEXT Financial Group, Inc 1560.00%0.03%0.10%Q3 2014Q4 202128
EDMOND DE ROTHSCHILD HOLDING S.A. 28280.01%0.01%0.04%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1510.00%0.01%0.02%Q1 2014Q2 202328
Sargent Bickham Lagudis LLC 28280.00%0.00%0.01%Q1 2016Q4 202228
Parallel Advisors, LLC 28280.01%0.01%0.02%Q4 2016Q3 202328
Allworth Financial LP 28280.00%0.00%0.00%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.10%0.76%Q2 2013Q4 201927
Simmons Bank 27270.05%0.07%0.08%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.00%0.03%0.11%Q2 2017Q3 202326
WHITTIER TRUST CO 2510.01%0.01%0.01%Q4 2015Q3 202326
COLONY GROUP LLC 2310.00%0.01%0.02%Q4 2013Q3 202326
IHT Wealth Management, LLC 2060.01%0.09%0.21%Q4 2016Q3 202326
BDO Wealth Advisors, LLC 25250.02%0.05%0.11%Q2 2017Q2 202325
Westside Investment Management, Inc. 1510.00%0.07%0.48%Q4 2016Q3 202325
MONROE BANK & TRUST/MI 25250.09%0.16%0.39%Q2 2013Q2 201925
First Allied Advisory Services, Inc. 1010.01%0.05%0.19%Q2 2013Q3 202025
Coastal Bridge Advisors, LLC 25250.13%0.17%0.22%Q3 2017Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.06%0.53%Q1 2017Q3 202325
Front Row Advisors LLC 24240.05%0.06%0.07%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 14100.00%0.00%0.01%Q2 2017Q3 202324
Valmark Advisers, Inc. 24240.01%0.01%0.01%Q4 2017Q3 202324
Moloney Securities Asset Management, LLC 1950.06%0.14%0.73%Q3 2017Q3 202324
Transamerica Financial Advisors, Inc. 1110.00%0.83%5.37%Q2 2013Q2 202024
Mutual Advisors, LLC 24240.02%0.08%0.37%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.03%Q4 2017Q3 202324
OPTIMUM INVESTMENT ADVISORS 24240.01%0.01%0.02%Q1 2018Q4 202324
Baystate Wealth Management LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.09%0.14%0.21%Q1 2018Q3 202323
RAYMOND JAMES TRUST N.A. 23230.01%0.01%0.02%Q1 2018Q3 202323
Glenview Trust Co 2010.01%0.04%0.10%Q4 2015Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
CHEMICAL BANK 12110.02%0.04%0.09%Q2 2013Q2 201923
Creative Planning 1310.00%0.00%0.00%Q3 2013Q3 202322
Baird Financial Group, Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
RAND WEALTH, LLC 22220.03%0.05%0.06%Q2 2013Q3 201822
PLANNING DIRECTIONS INC 1480.59%0.91%1.27%Q1 2018Q3 202322
BlackRock Inc. 1310.00%0.00%0.00%Q4 2015Q3 202322
TRUIST FINANCIAL CORP 1410.00%0.00%0.01%Q3 2013Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 11100.00%0.01%0.02%Q4 2016Q3 202321
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.00%0.02%Q3 2015Q3 202321
Gradient Investments LLC 1380.00%0.00%0.00%Q3 2015Q4 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Covington Capital Management 21210.00%0.00%0.01%Q3 2017Q3 202221
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20200.18%0.24%0.46%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.03%Q4 2017Q3 202220
RPg Family Wealth Advisory, LLC 810.00%0.18%0.38%Q1 2016Q1 202220
Laurel Wealth Advisors LLC 20200.15%0.20%0.24%Q4 2018Q3 202320
Highlander Capital Management, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
BAILARD, INC. 20200.02%0.02%0.03%Q4 2018Q3 202320
CENTRAL TRUST Co 19190.00%0.00%0.01%Q1 2019Q3 202319
Belpointe Asset Management LLC 1610.02%0.04%0.09%Q3 2017Q1 202319
TSFG, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.03%Q1 2019Q3 202319
SIGNATUREFD, LLC 1710.00%0.00%0.02%Q3 2013Q3 202319
NewEdge Advisors, LLC 1410.00%0.06%0.16%Q2 2017Q3 202319
Ferris Capital, LLC 1630.21%0.26%0.44%Q2 2017Q1 202219
Rockefeller Capital Management L.P. 19190.00%0.01%0.01%Q1 2019Q3 202319
Destination Wealth Management 1360.00%0.15%0.25%Q1 2013Q2 201919
Shulman DeMeo Asset Management LLC 990.46%0.61%1.75%Q1 2019Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
SII INVESTMENTS INC/WI 1080.03%0.10%0.26%Q2 2013Q4 201718
Parsec Financial Management, Inc. 18180.02%0.02%0.03%Q4 2018Q1 202318
Peachtree Investment Advisors, Inc. 18180.02%0.43%0.63%Q3 2014Q4 201818
SG Americas Securities, LLC 750.00%0.01%0.07%Q1 2014Q2 201918
NATIONAL PLANNING CORP 18180.02%0.10%0.35%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1440.02%0.03%0.04%Q1 2019Q3 202318
Evercore Wealth Management, LLC 1260.00%0.00%0.00%Q2 2013Q4 201718
NORTHERN TRUST CORP 990.00%0.00%0.00%Q4 2017Q3 202318
Regal Investment Advisors LLC 1070.02%0.10%0.39%Q2 2013Q2 201817
Essex Financial Services, Inc. 17170.06%0.07%0.08%Q4 2013Q4 201717
People's United Financial, Inc. 17170.00%0.01%0.01%Q2 2013Q2 201717
Hilltop Holdings Inc. 1220.03%0.17%0.56%Q2 2013Q3 202317
Global Retirement Partners, LLC 1070.00%0.00%0.01%Q4 2016Q3 202317
ADELL HARRIMAN & CARPENTER INC 17170.08%0.10%0.14%Q3 2019Q3 202317
Sowell Financial Services LLC 710.02%0.09%0.19%Q4 2016Q1 202317
SUMMIT FINANCIAL GROUP, INC. 1430.11%0.13%0.14%Q2 2019Q3 202317
MV CAPITAL MANAGEMENT, INC. 17170.00%0.01%0.01%Q4 2014Q4 201817
Sandy Spring Bank 17170.00%0.00%0.01%Q3 2019Q3 202317
Winfield Associates, Inc. 17170.02%0.02%0.03%Q4 2013Q4 201717
MAGNOLIA CAPITAL MANAGEMENT LTD 16161.90%2.53%3.51%Q4 2019Q3 202316
IFG Advisory, LLC 1510.05%0.08%0.12%Q3 2019Q3 202316
Clearstead Advisors, LLC 16160.03%0.04%0.06%Q4 2019Q3 202316
Risk Paradigm Group, LLC 16160.18%0.75%1.41%Q1 2015Q4 201816
Arkadios Wealth Advisors 16160.02%0.09%0.26%Q4 2019Q3 202316
PARK NATIONAL CORP /OH/ 16160.01%0.02%0.02%Q3 2017Q2 202116
Choate Investment Advisors 16160.02%0.02%0.02%Q4 2018Q3 202216
Stonebridge Financial Planning Group, LLC 16160.27%0.33%0.55%Q4 2019Q3 202316
WEALTH ADVISORS, INC. 16160.56%0.88%1.47%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
BigSur Wealth Management LLC 16160.31%0.35%0.40%Q1 2018Q4 202116
BAROMETER CAPITAL MANAGEMENT INC. 1510.14%0.31%0.55%Q4 2013Q4 201916
FIRST MERCHANTS CORP 1150.02%0.02%0.04%Q3 2019Q3 202316
Zurich Insurance Group Ltd/FI 1510.01%0.02%0.04%Q4 2018Q3 202316
Equitable Holdings, Inc. 16160.00%0.07%0.23%Q4 2019Q3 202316
Heritage Wealth Advisors 15150.00%0.02%0.05%Q4 2018Q2 202215
AE Wealth Management LLC 1320.01%0.03%0.12%Q2 2019Q3 202315
FIFTH THIRD SECURITIES, INC. 610.14%0.43%0.92%Q4 2016Q3 202315
Bartlett & Co. LLC 15150.00%0.01%0.01%Q2 2020Q4 202315
First Citizens Financial Corp 1322.82%3.06%3.25%Q4 2019Q3 202315
Samalin Investment Counsel, LLC 1410.13%0.20%0.24%Q4 2019Q3 202315
Cetera Investment Advisers 1230.01%0.04%0.12%Q3 2019Q3 202315
Maryland Capital Management 870.02%0.06%0.14%Q3 2013Q2 201815
Modus Advisors, LLC 15151.44%1.99%2.16%Q2 2020Q4 202315
Advisor Group, Inc. 15150.02%0.04%0.08%Q2 2016Q4 201915
Nikulski Financial, Inc. 15150.30%0.42%0.61%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 960.00%0.03%0.08%Q2 2013Q3 202315
MSI Financial Services Inc 15150.00%0.02%0.06%Q2 2013Q4 201615
Virtue Capital Management, LLC 430.10%0.22%0.38%Q4 2017Q3 202314
Mariner, LLC 710.00%0.14%0.38%Q3 2013Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 1040.00%0.00%0.01%Q1 2019Q4 202214
Kovack Advisors, Inc. 710.06%0.13%0.22%Q1 2018Q2 202214
Concert Wealth Management Inc. 710.03%0.05%0.11%Q2 2013Q1 201714
WESPAC Advisors, LLC 620.16%0.90%1.79%Q2 2013Q4 202114
Virtu KCG Holdings LLC 1110.01%0.02%0.03%Q3 2013Q2 201714
LBA Wealth Management, LLC 14140.10%0.15%0.20%Q4 2013Q1 201714
BB&T SECURITIES, LLC 860.00%0.11%0.32%Q2 2013Q4 201714
Advisory Services Network, LLC 410.00%0.05%0.19%Q4 2013Q3 202314
COMMERCE BANK 13130.00%0.00%0.00%Q3 2020Q3 202313
Ellis Investment Partners, LLC 13130.01%0.01%0.01%Q3 2019Q3 202213
WESPAC Advisors SoCal, LLC 1030.01%0.01%0.01%Q4 2015Q1 201913
Atria Investments, Inc 630.02%0.49%1.47%Q2 2013Q4 202113
Meridian Wealth Management, LLC 1110.01%0.05%0.16%Q1 2018Q3 202313
Abbrea Capital, LLC 1210.05%0.06%0.06%Q2 2020Q3 202313
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1030.00%0.65%2.23%Q4 2014Q3 201813
Ironwood Financial, llc 540.00%0.00%0.01%Q4 2014Q3 202113
D L CARLSON INVESTMENT GROUP INC 13130.06%0.46%0.79%Q3 2020Q3 202313
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
BREMER TRUST NATIONAL ASSOCIATION 810.04%0.06%0.07%Q2 2015Q4 201813
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.01%0.01%Q2 2013Q2 201613
Kalos Management, Inc. 1110.05%0.45%1.64%Q4 2017Q2 202313
Winslow, Evans & Crocker, Inc. 13130.02%0.10%0.37%Q4 2013Q4 201613
JOHNSON INVESTMENT COUNSEL INC 1110.00%0.01%0.01%Q4 2014Q1 202312
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
Charter Oak Capital Management, LLC 12120.06%0.08%0.09%Q4 2020Q3 202312
Castle Rock Wealth Management, LLC 12120.13%0.16%0.19%Q4 2020Q3 202312
Certified Advisory Corp 1110.01%0.01%0.01%Q4 2017Q1 202112
SITTNER & NELSON, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Apollon Wealth Management, LLC 1110.01%0.03%0.06%Q2 2020Q3 202312
MORGAN JESS S & CO INC 12122.92%3.17%3.67%Q4 2019Q3 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.02%Q2 2013Q1 201612
Kesler, Norman & Wride, LLC 12120.17%1.04%1.83%Q4 2020Q3 202312
Virtu Financial LLC 310.02%0.22%0.63%Q3 2013Q4 201812
MinichMacGregor Wealth Management, LLC 12120.12%1.84%3.52%Q4 2020Q3 202312
Wealth Management Partners, LLC 12120.28%0.47%0.64%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.60%0.91%1.24%Q4 2020Q3 202312
CAPITAL GUARDIAN TRUST CO 11110.00%0.00%0.00%Q3 2014Q1 201711
Beaumont Financial Partners, LLC 530.05%2.24%6.84%Q2 2013Q3 201811
Sunbelt Securities, Inc. 830.01%0.19%0.38%Q3 2017Q3 202311
Beirne Wealth Consulting Services, LLC 11110.15%0.19%0.24%Q3 2019Q1 202211
UBS ASSET MANAGEMENT AMERICAS INC 740.00%0.00%0.01%Q4 2013Q3 201911
Sigma Planning Corp 420.01%0.06%0.12%Q4 2014Q3 202011
Better Money Decisions, LLC 11110.26%0.31%0.37%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.00%0.32%1.15%Q1 2019Q3 202111
BlackRock Investment Management, LLC 11110.01%0.01%0.03%Q2 2014Q4 201611
MARCO INVESTMENT MANAGEMENT LLC 740.02%0.03%0.03%Q4 2020Q3 202311
Advisors Preferred, LLC 310.01%0.06%0.13%Q4 2013Q2 201911
Private Wealth Advisors, Inc. 520.08%0.11%0.26%Q3 2017Q4 202011
Founders Financial Alliance, LLC 11110.02%0.03%0.06%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.02%0.03%0.03%Q4 2017Q2 202011
SPC Financial, Inc. 11111.54%1.85%2.42%Q2 2013Q4 201511
LINCOLN NATIONAL CORP 11110.01%0.01%0.01%Q1 2021Q3 202311
First Heartland Consultants, Inc. 310.07%0.16%0.24%Q2 2013Q1 202311
Wealthspire Advisors, L.P. 11110.01%0.01%0.01%Q3 2016Q1 201911
PETTYJOHN, WOOD & WHITE, INC 510.05%0.07%0.13%Q2 2014Q4 202111
Capital Analysts, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Rollins Financial 830.10%0.49%0.98%Q4 2020Q3 202311
PRINCETON CAPITAL MANAGEMENT LLC 650.00%0.04%0.10%Q3 2018Q1 202211
Bradley & Co. Private Wealth Management, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.12%0.14%0.15%Q4 2020Q3 202311
TimeScale Financial, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
Brick & Kyle, Associates 10100.01%0.02%0.02%Q4 2014Q1 201710
GPS Wealth Strategies Group, LLC 730.06%0.13%0.17%Q1 2021Q3 202310
Country Club Trust Company, n.a. 640.02%0.04%0.08%Q4 2015Q4 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
New England Investment & Retirement Group, Inc. 551.78%5.29%7.19%Q1 2017Q3 202110
BLACKROCK ADVISORS LLC 10100.04%0.06%0.09%Q3 2014Q4 201610
Family Firm, Inc. 640.06%0.07%0.07%Q4 2020Q3 202310
KCM INVESTMENT ADVISORS LLC 640.01%0.01%0.01%Q4 2020Q3 202310
Kovitz Investment Group Partners, LLC 910.01%0.01%0.01%Q4 2018Q4 202110
FIRST TRUST ADVISORS LP 10100.00%0.00%0.00%Q4 2020Q1 202310
CX Institutional 640.01%0.07%0.30%Q4 2020Q2 202310
AVANTAX ADVISORY SERVICES, INC. 510.00%0.01%0.01%Q3 2020Q3 202310
GRIMES & COMPANY, INC. 10100.19%1.23%1.94%Q2 2016Q3 201810
St. Johns Investment Management Company, LLC 820.01%0.01%0.02%Q1 2014Q3 202010
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.12%Q1 2021Q3 202310
PRUDENTIAL FINANCIAL INC 10100.00%0.02%0.14%Q2 2021Q3 202310
M&T BANK CORP 510.00%0.00%0.00%Q3 2014Q3 20229
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.04%Q4 2015Q2 20219
Mandatum Life Insurance Co Ltd 510.03%0.04%0.06%Q4 2016Q1 20229
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Carroll Financial Associates, Inc. 810.00%0.02%0.08%Q3 2018Q4 20219
Fulcrum Equity Management 540.14%1.67%5.33%Q1 2019Q2 20219
Essex LLC 990.42%0.55%0.61%Q3 2021Q3 20239
Garde Capital, Inc. 990.02%0.03%0.04%Q3 2021Q3 20239
SUNTRUST BANKS INC 990.00%0.01%0.01%Q1 2016Q1 20189
Qube Research & Technologies Ltd 540.00%0.00%0.00%Q2 2021Q3 20239
COMERICA SECURITIES,INC. 990.02%0.10%0.19%Q4 2020Q4 20229
C M BIDWELL & ASSOCIATES LTD 990.00%0.00%0.01%Q3 2021Q3 20239
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q2 2013Q2 20239
Hanson & Doremus Investment Management 990.02%0.03%0.07%Q4 2016Q4 20189
CENTAURUS FINANCIAL, INC. 310.01%0.04%0.12%Q4 2017Q1 20239
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 880.16%0.18%0.20%Q3 2020Q2 20228
Rise Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.08%0.09%0.09%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.00%0.00%Q4 2017Q3 20198
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Janney Capital Management LLC 530.01%0.49%1.58%Q4 2013Q1 20168
Vontobel Swiss Wealth Advisors AG 881.83%2.83%4.89%Q4 2016Q3 20188
Commonwealth Financial Services, LLC 410.06%1.27%3.56%Q4 2014Q3 20238
Congress Wealth Management LLC / DE / 880.02%0.02%0.02%Q4 2021Q3 20238
Joel Isaacson & Co., LLC 880.03%0.08%0.15%Q4 2016Q3 20188
Cadent Capital Advisors, LLC 530.09%1.18%2.01%Q4 2020Q3 20238
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.02%0.02%0.03%Q4 2013Q1 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 881.14%1.22%1.34%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.22%0.24%0.28%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 880.01%0.01%0.01%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 880.09%0.23%0.29%Q3 2020Q2 20228
REILLY FINANCIAL ADVISORS, LLC 880.00%0.01%0.01%Q2 2013Q1 20158
Accel Wealth Management 880.01%0.01%0.02%Q1 2021Q4 20228
Ameritas Advisory Services, LLC 880.05%0.08%0.14%Q4 2021Q3 20238
Private Capital Group, LLC 880.00%0.01%0.01%Q4 2017Q3 20198
AdvisorNet Financial, Inc 880.00%0.00%0.01%Q4 2020Q3 20228
MMBG INVESTMENT ADVISORS CO. 880.20%0.25%0.28%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.01%0.02%0.02%Q1 2017Q4 20188
Financial Architects, Inc 620.09%0.18%0.25%Q2 2013Q2 20158
WFG Advisors, LP 880.01%0.28%0.81%Q2 2013Q1 20158
Brookstone Capital Management 210.00%0.28%0.88%Q4 2013Q3 20238
DEUTSCHE BANK AG\ 620.00%0.00%0.01%Q3 2013Q2 20188
Financial Partners Group, Inc 880.06%0.07%0.08%Q3 2020Q2 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.00%0.00%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.89%1.10%1.58%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.33%0.40%0.42%Q4 2021Q3 20238
Sullivan, Bruyette, Speros & Blaney, LLC 770.01%0.01%0.01%Q3 2019Q1 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.18%0.37%Q2 2013Q4 20147
Demars Financial Group, LLC 770.51%0.71%1.14%Q2 2020Q4 20217
Royal Fund Management, LLC 430.04%0.35%1.20%Q4 2020Q3 20237
MYCIO WEALTH PARTNERS, LLC 430.01%0.02%0.04%Q4 2017Q4 20197
FDx Advisors, Inc. 520.01%0.03%0.06%Q3 2013Q4 20167
TCF National Bank 770.03%0.03%0.04%Q3 2019Q1 20217
Pinnacle Bancorp, Inc. 610.00%0.01%0.02%Q4 2018Q1 20227
CALTON & ASSOCIATES, INC. 310.00%0.10%0.18%Q4 2017Q2 20237
Placemark Investments, Inc. 770.02%0.48%0.85%Q2 2013Q4 20147
Western Wealth Management, LLC 310.01%0.02%0.03%Q2 2021Q3 20237
Cresset Asset Management, LLC 410.00%0.00%0.01%Q1 2021Q3 20237
Timber Hill LLC 410.00%0.01%0.04%Q3 2013Q2 20177
Wealthspire Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
TRUE Private Wealth Advisors 510.02%0.02%0.02%Q3 2018Q4 20207
B. Riley Wealth Advisors, Inc. 770.01%0.08%0.17%Q2 2013Q4 20147
Aptus Capital Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
EPG Wealth Management LLC 520.00%0.00%0.00%Q3 2021Q3 20237
MAI Capital Management 770.00%0.00%0.01%Q4 2021Q2 20237
Partnervest Advisory Services LLC 520.01%0.03%0.08%Q2 2013Q3 20207
Realta Investment Advisors 410.00%0.01%0.03%Q1 2019Q2 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Ausdal Financial Partners, Inc. 310.03%0.06%0.09%Q4 2015Q1 20227
Eudaimonia Partners, LLC 770.04%0.30%0.41%Q1 2022Q3 20237
Simplicity Solutions, LLC 310.02%0.57%3.20%Q1 2015Q2 20197
Patriot Financial Group Insurance Agency, LLC 520.00%0.01%0.03%Q3 2018Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.01%0.02%Q4 2017Q3 20197
ProVise Management Group, LLC 770.02%0.06%0.08%Q3 2020Q1 20227
Sutton Wealth Advisors Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
US FINANCIAL ADVISORS, LLC 770.02%1.34%4.91%Q4 2014Q2 20167
CFM WEALTH PARTNERS LLC 510.05%0.05%0.06%Q1 2021Q2 20236
COMERICA BANK 510.00%0.00%0.00%Q2 2021Q3 20236
TELEMUS CAPITAL, LLC 410.02%0.02%0.03%Q4 2021Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
Bison Wealth, LLC 660.01%0.01%0.01%Q2 2020Q3 20216
JAMES INVESTMENT RESEARCH INC 510.00%0.00%0.00%Q4 2013Q2 20206
RITHOLTZ WEALTH MANAGEMENT 510.01%0.02%0.03%Q2 2020Q1 20226
PGIM Custom Harvest LLC 420.14%0.31%0.74%Q2 2021Q3 20236
WRAPMANAGER INC 662.94%3.65%4.45%Q3 2012Q4 20136
GRIFFIN ASSET MANAGEMENT, INC. 330.03%0.03%0.03%Q2 2019Q3 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
HL FINANCIAL SERVICES LLC 330.00%0.05%0.10%Q2 2013Q1 20196
Tyler-Stone Wealth Management 420.04%0.04%0.04%Q1 2022Q3 20236
Parkside Financial Bank & Trust 420.00%0.04%0.05%Q4 2015Q3 20216
Fusion Investment Group, LLC 420.01%0.02%0.03%Q4 2013Q3 20156
Shamrock Asset Management LLC 660.00%3.41%5.47%Q2 2013Q3 20146
CIBC WORLD MARKET INC. 310.00%0.00%0.01%Q1 2015Q2 20196
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q1 2015Q2 20166
GIRARD SECURITIES, INC. 510.21%0.65%0.96%Q4 2015Q3 20176
Baker Avenue Asset Management, LP 410.00%0.11%0.49%Q4 2014Q4 20226
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.02%0.02%0.02%Q4 2014Q1 20166
Brinker Capital Investments, LLC 660.29%0.33%0.38%Q2 2013Q3 20146
Matthew Goff Investment Advisor, LLC 510.05%0.05%0.06%Q1 2021Q2 20236
Hochman Cole Investment Advisors, Inc. 660.11%0.12%0.12%Q2 2020Q3 20216
LFA - Lugano Financial Advisors SA 510.02%0.03%0.04%Q2 2018Q4 20196
Avondale Wealth Management 660.04%0.08%0.10%Q2 2022Q3 20236
PATTEN & PATTEN INC/TN 660.03%0.03%0.04%Q1 2014Q2 20156
Bridgewater Wealth & Financial Management, LLC 660.12%0.13%0.14%Q1 2016Q2 20176
Csenge Advisory Group 420.03%0.09%0.15%Q1 2021Q1 20236
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Strengthening Families & Communities, LLC 510.00%0.01%0.01%Q4 2021Q2 20236
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2018Q4 20216
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q2 2021Q3 20226
TORONTO DOMINION BANK 660.00%0.00%0.00%Q4 2014Q1 20166
Trust CO of the Ozarks 660.17%0.20%0.22%Q2 2013Q3 20146
ATHERTON LANE ADVISERS, LLC 510.01%0.03%0.05%Q2 2014Q4 20156
Madden Advisory Services, Inc. 310.01%0.02%0.02%Q2 2014Q1 20176
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.05%0.29%1.38%Q1 2017Q1 20226
INSPIRION WEALTH ADVISORS, LLC 660.07%0.09%0.11%Q2 2022Q3 20236
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.00%Q3 2020Q4 20216
TOMPKINS FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
ACG Wealth 550.03%0.03%0.04%Q4 2020Q4 20215
Atlas Brown,Inc. 410.13%0.14%0.15%Q1 2019Q2 20205
Compagnie Lombard Odier SCmA 550.02%0.02%0.02%Q3 2022Q3 20235
Voya Financial Advisors, Inc. 320.03%0.06%0.11%Q3 2016Q1 20185
PACIFIC FINANCIAL GROUP INC 550.06%0.16%0.27%Q2 2013Q2 20145
Haverford Trust Co 550.01%0.01%0.01%Q3 2022Q3 20235
Palisade Asset Management, LLC 410.03%0.04%0.06%Q4 2017Q1 20195
FLOW TRADERS U.S. LLC 210.02%0.05%0.10%Q1 2017Q1 20235
Lehman & Derafelo Financial Resources LLC 320.00%0.00%0.01%Q1 2021Q3 20225
Archer Investment Corp 550.00%0.00%0.00%Q1 2019Q1 20205
Blue Granite Capital, LLC 550.01%0.01%0.01%Q4 2016Q4 20175
Chemistry Wealth Management LLC 410.07%0.08%0.08%Q1 2022Q3 20235
Semmax Financial Advisors Inc. 550.01%0.01%0.01%Q1 2021Q1 20225
Lowe Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2014Q4 20155
Constellation Wealth Advisors, LLC 320.02%0.20%0.35%Q2 2013Q3 20145
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20205
BTS Asset Management, Inc. 410.15%0.38%1.03%Q2 2022Q3 20235
Pinnacle Advisory Group, Inc. 410.05%0.10%0.28%Q4 2018Q1 20215
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 550.13%0.18%0.20%Q4 2016Q4 20175
TrinityPoint Wealth, LLC 550.24%0.29%0.33%Q1 2021Q1 20225
F-Squared Investment Management, LLC 321.67%3.82%10.02%Q2 2013Q3 20145
Sowa Financial Group, Inc. 550.01%0.01%0.01%Q4 2019Q4 20205
B. Riley Wealth Management, Inc. 210.00%0.01%0.03%Q1 2014Q2 20225
Occidental Asset Management, LLC 550.06%0.10%0.11%Q1 2021Q1 20225
HT Partners LLC 325.11%6.29%7.77%Q2 2013Q3 20145
STRINGER ASSET MANAGEMENT, LLC 550.52%1.15%2.15%Q4 2013Q4 20145
Veracity Capital LLC 550.09%0.14%0.19%Q1 2021Q1 20225
BANQUE PICTET & CIE SA 310.00%0.02%0.08%Q4 2013Q2 20235
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.01%0.02%Q3 2013Q3 20145
Sage Mountain Advisors LLC 550.01%0.01%0.02%Q3 2021Q3 20225
VIVID FINANCIAL MANAGEMENT, INC. 550.62%0.93%1.02%Q4 2020Q4 20215
Laidlaw Wealth Management LLC 410.08%0.11%0.16%Q2 2022Q3 20235
Wealth & Pension Services Group, Inc. 550.20%0.32%0.73%Q3 2018Q3 20195
Stratos Wealth Partners, LTD. 210.01%0.01%0.01%Q4 2016Q4 20225
CoreCap Advisors, LLC 550.02%0.02%0.04%Q4 2021Q4 20225
Viewpoint Capital Management LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Camarda Financial Advisors, LLC 220.01%0.06%0.10%Q1 2014Q4 20154
Horan Securities, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Hexagon Capital Partners LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Apeiron RIA LLC 220.17%0.24%0.31%Q4 2021Q4 20224
NewSquare Capital LLC 440.01%0.01%0.01%Q4 2022Q3 20234
VSR Financial Services, Inc. 220.06%0.10%0.19%Q2 2013Q2 20154
Transform Wealth, LLC 440.03%0.04%0.05%Q1 2019Q4 20194
Lindbrook Capital, LLC 440.49%0.50%0.52%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.11%0.13%0.14%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Koshinski Asset Management, Inc. 310.01%0.02%0.06%Q4 2018Q1 20224
SOUTHERN CAPITAL ADVISORS, LLC 441.26%1.40%1.54%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
J.W. COLE ADVISORS, INC. 310.05%0.06%0.07%Q4 2020Q1 20234
Private Advisory Group LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.02%0.04%0.09%Q4 2018Q3 20234
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q4 2017Q3 20184
BESSEMER GROUP INC 210.00%0.00%0.00%Q2 2013Q4 20214
Merit Financial Group, LLC 310.01%0.01%0.02%Q2 2022Q3 20234
Endurance Wealth Management, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
TCI Wealth Advisors, Inc. 210.00%0.00%0.01%Q4 2013Q3 20214
UMB Bank, n.a. 440.00%0.00%0.00%Q1 2022Q4 20224
Oakworth Capital, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Fiera Capital Corp 440.00%0.00%0.00%Q1 2019Q4 20194
Well Done, LLC 440.35%0.38%0.42%Q1 2021Q4 20214
SeaCrest Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Institute for Wealth Management, LLC. 310.00%1.80%3.40%Q2 2013Q4 20194
Family Asset Management, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Ignite Planners, LLC 440.13%0.29%0.40%Q4 2022Q3 20234
1832 Asset Management L.P. 310.00%0.04%0.07%Q2 2016Q4 20194
Moss Adams Wealth Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
GREAT LAKES ADVISORS, LLC 440.02%0.03%0.03%Q1 2017Q4 20174
Milestone Advisory Partners 441.50%1.55%1.64%Q4 2017Q3 20184
Capital Investment Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2020Q4 20224
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BARINGS LLC 440.03%0.16%0.30%Q1 2020Q4 20204
Ashburton (Jersey) Ltd 440.04%0.04%0.04%Q2 2018Q1 20194
Phoenix Wealth Advisors 440.01%0.02%0.02%Q4 2020Q3 20214
Crosspoint Capital Strategies, LLC 210.00%0.01%0.02%Q1 2015Q2 20174
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
PERRITT CAPITAL MANAGEMENT INC 440.02%0.02%0.02%Q4 2022Q3 20234
Narus Financial Partners, LLC 440.29%0.30%0.31%Q4 2016Q3 20174
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Cutler Group LLC / CA 220.00%0.00%0.00%Q4 2017Q1 20184
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
GIRARD PARTNERS LTD. 220.01%0.06%0.09%Q3 2017Q4 20184
Osborn Williams & Donohoe LLC 440.33%0.42%0.47%Q1 2019Q4 20194
New Millennium Group LLC 440.02%1.77%3.57%Q4 2022Q3 20234
Fullerton Fund Management Co Ltd. 440.06%0.19%0.40%Q3 2020Q2 20214
Burleson & Company, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
ADIRONDACK TRUST CO 440.00%0.00%0.00%Q1 2016Q4 20164
CALDWELL SUTTER CAPITAL, INC. 440.01%0.01%0.02%Q4 2022Q3 20234
CABOT WEALTH MANAGEMENT INC 330.19%0.20%0.22%Q2 2013Q4 20133
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.30%0.34%0.38%Q1 2018Q3 20183
AVIANCE CAPITAL MANAGEMENT, LLC 210.01%0.38%0.65%Q4 2013Q3 20143
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Tevis Investment Management 330.02%0.05%0.13%Q1 2022Q3 20223
TWO SIGMA SECURITIES, LLC 110.00%0.09%0.26%Q3 2017Q3 20223
BREITER CAPITAL MANAGEMENT INC 210.76%0.98%1.41%Q4 2017Q1 20193
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
FIRST NATIONAL CORP /MA/ /ADV 210.07%0.08%0.08%Q4 2018Q4 20193
WMG Financial Advisors, LLC 330.18%0.42%0.55%Q4 2021Q2 20223
COMERICA SECURITIES INC 210.11%0.26%0.35%Q4 2013Q1 20173
Allegis Investment Advisors, LLC 110.00%0.17%0.43%Q4 2015Q1 20173
Flagship Private Wealth, LLC 330.05%0.05%0.05%Q4 2020Q2 20213
SRS Capital Advisors, Inc. 210.00%0.01%0.01%Q3 2019Q4 20213
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2015Q1 20183
Barber Financial Group, Inc. 210.10%0.12%0.15%Q4 2016Q1 20183
Connecticut Wealth Management, LLC 330.05%0.10%0.14%Q4 2018Q2 20193
Red Door Wealth Management, LLC 210.03%0.03%0.04%Q1 2020Q2 20213
Noble Family Wealth, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
One Charles Private Wealth Services, LLC 330.14%0.17%0.18%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Summit X, LLC 330.07%0.10%0.14%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.32%0.35%0.38%Q2 2019Q4 20193
Kore Private Wealth LLC 110.02%0.06%0.10%Q4 2018Q3 20213
55I, LLC 330.01%0.02%0.02%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 330.25%0.26%0.26%Q4 2021Q2 20223
Independent Advisor Alliance 210.01%0.02%0.02%Q4 2019Q2 20213
DRW Securities, LLC 330.02%0.25%0.41%Q3 2013Q1 20143
Gladstone Institutional Advisory LLC 330.06%0.08%0.09%Q2 2019Q4 20193
HFG Advisors, Inc. 330.28%0.39%0.50%Q4 2021Q2 20223
Beaumont Financial Advisors, LLC 330.02%0.03%0.03%Q4 2022Q2 20233
Plante Moran Financial Advisors, LLC 110.00%0.01%0.02%Q1 2017Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q3 20233
Anchor Investment Management, LLC 330.00%0.01%0.01%Q2 2023Q4 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Cornerstone Wealth Management, LLC 210.01%0.06%0.16%Q1 2016Q3 20183
Psagot Value Holdings Ltd. 210.00%0.00%0.00%Q4 2014Q1 20203
LGT Financial Advisors LLC 210.25%0.26%0.28%Q4 2022Q3 20233
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Verity Asset Management, Inc. 110.20%0.24%0.30%Q4 2014Q4 20203
Oxinas Partners Wealth Management LLC 330.32%0.35%0.39%Q4 2020Q2 20213
CreativeOne Wealth, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2022Q1 20232
Cavalier Investments, LLC 220.77%0.80%0.82%Q3 2016Q4 20162
Beaumont Capital Management, LLC 220.41%0.51%0.60%Q4 2022Q1 20232
Argentus Capital Management, LLC 220.01%0.01%0.01%Q1 2016Q2 20162
COUNTRY TRUST BANK 220.00%0.00%0.00%Q3 2022Q4 20222
Fortis Group Advisors, LLC 110.00%0.00%0.01%Q3 2020Q3 20232
Fiduciary Alliance LLC 110.03%0.03%0.04%Q4 2022Q2 20232
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.61%0.85%1.10%Q4 2018Q2 20222
WealthBridge Capital Management, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
Larson Financial Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
JOYN Advisors, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Clear Creek Financial Management, LLC 110.04%0.05%0.05%Q2 2021Q2 20232
Peachtree Investment Partners, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Aveo Capital Partners, LLC 110.34%0.36%0.38%Q4 2016Q4 20222
WEST PACES ADVISORS INC. 220.01%0.01%0.01%Q2 2023Q3 20232
KMS FINANCIAL SERVICES, INC 110.05%0.05%0.05%Q3 2013Q3 20142
Corient Private Wealth LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Davis Capital Management 220.05%0.05%0.05%Q1 2020Q2 20202
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
O'Dell Group, LLC 110.04%0.06%0.09%Q4 2022Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
ATWOOD & PALMER INC 220.00%0.00%0.00%Q2 2014Q3 20142
CIM, LLC 110.10%0.14%0.18%Q2 2013Q4 20162
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20172
COUNTRY CLUB BANK /GFN 220.02%0.02%0.02%Q1 2022Q2 20222
Family Management Corp 220.02%0.02%0.02%Q2 2019Q3 20192
Brand Asset Management Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Galvin, Gaustad & Stein, LLC 110.02%0.02%0.02%Q2 2021Q4 20212
WealthOne, LLC 220.09%0.11%0.13%Q4 2022Q1 20232
Independence Bank of Kentucky 220.00%0.00%0.00%Q4 2021Q1 20222
RMR Wealth Builders 220.00%0.01%0.01%Q4 2020Q1 20212
Outlook Wealth Advisors, LLC 220.19%0.19%0.20%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
AFT, FORSYTH & COMPANY, INC. 220.07%0.07%0.07%Q2 2013Q3 20132
Taikang Asset Management (Hong Kong) Co Ltd 220.07%0.08%0.08%Q4 2017Q1 20182
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Avidian Wealth Solutions, LLC 220.08%0.10%0.12%Q1 2014Q2 20142
Walleye Trading LLC 220.00%0.00%0.00%Q3 2013Q4 20132
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.03%Q2 2013Q3 20132
Centerpoint Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Pinnacle Family Advisors, LLC 112.62%3.02%3.43%Q4 2016Q4 20172
NEIRG Wealth Management, LLC 221.72%2.76%3.81%Q4 2021Q1 20222
PVG Asset Management 220.07%0.19%0.30%Q4 2014Q1 20152
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.09%0.12%Q4 2021Q3 20222
HSBC HOLDINGS PLC 220.00%0.00%0.00%Q2 2012Q3 20122
Golden State Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Quantinno Capital Management LP 220.02%0.02%0.02%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
SIMON QUICK ADVISORS, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Ascent Group, LLC 220.14%0.20%0.26%Q4 2022Q1 20232
Quantitative Advantage, LLC 222.01%2.12%2.22%Q3 2013Q4 20132
Cribstone Capital Management, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q2 2023Q2 20231
PATHSTONE FAMILY OFFICE, LLC 110.16%0.16%0.16%Q2 2013Q2 20131
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Live Oak Investment Partners 110.00%0.00%0.00%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q2 20191
WBH ADVISORY INC 110.03%0.03%0.03%Q2 2022Q2 20221
NWAM LLC 110.02%0.02%0.02%Q1 2021Q1 20211
IFC Holdings Incorporated/FL 110.07%0.07%0.07%Q4 2016Q4 20161
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
SPX Gestao de Recursos Ltda 111.33%1.33%1.33%Q3 2013Q3 20131
Jefferies Group LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Key FInancial Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Balboa Wealth Partners 110.21%0.21%0.21%Q2 2023Q2 20231
FourThought Financial, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
Questar Asset Management, Inc. 110.28%0.28%0.28%Q4 2018Q4 20181
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
DORCHESTER WEALTH MANAGEMENT Co 110.03%0.03%0.03%Q1 2022Q1 20221
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Kessler Investment Group, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
HRT FINANCIAL LP 110.11%0.11%0.11%Q2 2015Q2 20151
HBK INVESTMENTS L P 110.09%0.09%0.09%Q2 2019Q2 20191
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AUGUSTINE ASSET MANAGEMENT INC 110.16%0.16%0.16%Q2 2019Q2 20191
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Blackston Financial Advisory Group, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
Sierra Capital LLC 110.07%0.07%0.07%Q1 2021Q1 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q2 20141
HB Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Stuart Chaussee & Associates, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
PRUDENT INVESTORS NETWORK, INC. 110.22%0.22%0.22%Q4 2019Q4 20191
ADVISOR CONSULTANT NETWORK INC 110.05%0.05%0.05%Q3 2016Q3 20161
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MOTCO 110.00%0.00%0.00%Q3 2014Q3 20141
Renaissance Technologies 110.00%0.00%0.00%Q3 2023Q3 20231
Cutter & CO Brokerage, Inc. 110.13%0.13%0.13%Q1 2015Q1 20151
First Command Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Estate Counselors, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SFE Investment Counsel 110.10%0.10%0.10%Q3 2023Q3 20231
Fernwood Investment Management, LLC 110.82%0.82%0.82%Q4 2013Q4 20131
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
Nauset Wealth Management. LLC 110.05%0.05%0.05%Q1 2022Q1 20221
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Parcion Private Wealth LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Proficio Capital Partners LLC 110.09%0.09%0.09%Q2 2021Q2 20211
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2023Q1 20231
My Personal CFO, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
DBK Financial Counsel, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Manifold Partners, LLC 111.04%1.04%1.04%Q2 2014Q2 20141
Prime Capital Investment Advisors, LLC 111.35%1.35%1.35%Q4 2018Q4 20181
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q4 2021Q4 20211
Weiss Multi-Strategy Advisers LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Harvest Investment Services, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
First Allied Asset Management, Inc. 110.03%0.03%0.03%Q2 2014Q2 20141
INVESTMENT CENTERS OF AMERICA INC 110.03%0.03%0.03%Q3 2017Q3 20171
GENWORTH FINANCIAL INC 110.87%0.87%0.87%Q2 2013Q2 20131
CWA Asset Management Group, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
West Coast Financial LLC 110.09%0.09%0.09%Q2 2016Q2 20161
Pictet North America Advisors SA 110.03%0.03%0.03%Q2 2023Q2 20231
Laird Norton Wetherby Wealth Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Evolution Wealth Advisors, LLC 110.24%0.24%0.24%Q4 2018Q4 20181
MCDONALD PARTNERS LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Laffer Tengler Investments, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q2 2014Q2 20141
PARSONS CAPITAL MANAGEMENT INC/RI 110.02%0.02%0.02%Q1 2015Q1 20151
Maltin Wealth Management, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
True North Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
FIL Ltd 110.05%0.05%0.05%Q3 2023Q3 20231
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Concorde Asset Management, LLC 112.94%2.94%2.94%Q1 2015Q1 20151
Continuum Advisory, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
PCA Investment Advisory Services Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
BEL AIR INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q2 2021Q2 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHSOURCE PARTNERS, LLC 110.09%0.09%0.09%Q3 2016Q3 20161
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Moors & Cabot, Inc. 110.05%0.05%0.05%Q2 2014Q2 20141
Lion Street Advisors, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 110.08%0.08%0.08%Q1 2018Q1 20181
TFG Advisers LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CM WEALTH ADVISORS LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GFS Private Wealth, LLC 110.31%0.31%0.31%Q4 2017Q4 20171
Interchange Capital Partners, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
CPWM, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
CEDAR CAPITAL, LLC 110.19%0.19%0.19%Q3 2016Q3 20161
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Ifrah Financial Services, Inc. 110.15%0.15%0.15%Q3 2018Q3 20181
Vista Private Wealth Partners. LLC 110.03%0.03%0.03%Q3 2019Q3 20191
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.00%0.00%0.00%Q4 2022Q4 20221
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2015Q4 20151
Pinkerton Retirement Specialists, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Bremer Bank National Association 110.04%0.04%0.04%Q1 2019Q1 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
Jackson, Grant Investment Advisers, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Visionary Asset Management, Inc. 110.07%0.07%0.07%Q1 2014Q1 20141
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Prostatis Group LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Mariner Wealth Advisors-Madison, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
KANALY TRUST CO 110.02%0.02%0.02%Q4 2016Q4 20161
Polianta Ltd 117.34%7.34%7.34%Q4 2019Q4 20191
Financial Freedom, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
External links

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