ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22190.00%0.00%0.01%Q2 2013Q3 202399
Citadel Advisors 39390.00%0.00%0.01%Q1 2014Q3 202382
GOLDMAN SACHS GROUP INC 4240.01%0.02%0.02%Q1 2012Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202343
FORVIS Wealth Advisors, LLC 42420.01%0.06%0.48%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.05%0.12%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.11%0.14%0.17%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.02%0.12%0.27%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.07%0.11%0.23%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.03%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.01%0.04%0.07%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.02%0.02%Q2 2013Q3 202342
AMG National Trust Bank 42420.02%0.14%0.50%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.26%0.91%Q3 2013Q3 202341
FMR LLC 40400.00%0.00%0.00%Q4 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.23%0.74%1.70%Q4 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 2920.00%0.05%0.30%Q2 2013Q3 202338
Raymond James Financial Services Advisors, Inc. 3170.00%0.08%0.48%Q2 2013Q3 202338
JPMORGAN CHASE & CO 3160.00%0.00%0.00%Q2 2013Q3 202337
RAYMOND JAMES & ASSOCIATES 3430.00%0.06%0.12%Q3 2013Q3 202337
Family Firm, Inc. 36360.22%0.53%0.71%Q4 2014Q3 202336
UBS Group AG 36360.01%0.01%0.01%Q4 2014Q3 202336
Plante Moran Financial Advisors, LLC 34340.02%0.03%0.05%Q2 2013Q3 202134
Baird Financial Group, Inc. 33330.00%0.00%0.02%Q3 2015Q3 202333
McKinley Carter Wealth Services, Inc. 33330.02%3.02%6.34%Q1 2014Q1 202233
Cetera Advisor Networks LLC 33330.01%0.03%0.08%Q3 2015Q3 202333
RiverFront Investment Group, LLC 2850.11%2.57%3.77%Q1 2012Q3 202333
HighTower Advisors, LLC 2530.00%0.02%0.10%Q1 2014Q3 202332
Capital Investment Advisors, LLC 820.01%0.01%0.04%Q4 2013Q4 202331
Cambridge Investment Research Advisors, Inc. 2830.00%0.01%0.04%Q3 2015Q3 202331
Geneos Wealth Management Inc. 31310.01%0.02%0.10%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.12%Q4 2015Q3 202331
Quantitative Advantage, LLC 2640.87%2.43%4.37%Q2 2013Q1 202330
Financial Architects, Inc 1820.03%0.04%0.05%Q1 2015Q2 202330
ASSETMARK, INC 2420.00%0.17%2.25%Q3 2014Q3 202230
UNITED CAPITAL FINANCIAL ADVISORS, LLC 30300.01%0.03%0.08%Q2 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.02%Q1 2015Q3 202329
STIFEL FINANCIAL CORP 2810.00%0.01%0.02%Q3 2015Q3 202329
Allworth Financial LP 28280.00%0.00%0.00%Q4 2016Q3 202328
Private Advisor Group, LLC 1410.00%0.05%0.22%Q3 2014Q3 202328
Bank of New York Mellon Corp 1410.00%0.00%0.01%Q2 2013Q3 202328
Baltimore-Washington Financial Advisors, Inc. 28280.65%1.14%1.68%Q4 2016Q3 202328
Tower Research Capital LLC (TRC) 910.00%0.12%0.46%Q3 2014Q2 202327
Moisand Fitzgerald Tamayo, LLC 2520.00%0.00%0.00%Q4 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.04%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.00%0.06%0.19%Q1 2017Q3 202327
MML INVESTORS SERVICES, LLC 26260.00%0.03%0.21%Q2 2017Q3 202326
CWM, LLC 1110.00%0.01%0.01%Q3 2015Q3 202326
AllSquare Wealth Management LLC 25250.07%0.08%0.09%Q3 2017Q3 202325
Creative Planning 1210.00%0.00%0.00%Q3 2014Q3 202325
Advisory Services Network, LLC 2110.00%0.06%0.38%Q4 2013Q3 202325
RAYMOND JAMES TRUST N.A. 25250.01%0.02%0.03%Q1 2017Q1 202325
BANK HAPOALIM BM 1070.04%0.92%1.94%Q4 2013Q3 202325
CREDIT SUISSE AG/ 1010.00%0.00%0.01%Q2 2013Q4 202025
Front Row Advisors LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
FIFTH THIRD BANCORP 1320.00%0.00%0.00%Q2 2013Q3 202324
Karp Capital Management Corp 1770.01%0.45%1.40%Q4 2015Q3 202224
Hudock, Inc. 24240.01%0.01%0.01%Q4 2016Q3 202224
Advocacy Wealth Management Services, LLC 24240.00%0.01%0.04%Q4 2016Q3 202224
Carroll Financial Associates, Inc. 24240.01%0.01%0.05%Q1 2016Q4 202124
AlphaMark Advisors, LLC 23230.01%0.09%0.19%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 1410.01%0.03%0.04%Q3 2015Q1 202223
CENTAURUS FINANCIAL, INC. 23230.01%0.04%0.10%Q1 2018Q3 202323
Harel Insurance Investments & Financial Services Ltd. 22220.02%0.68%3.51%Q4 2015Q1 202122
JANE STREET GROUP, LLC 610.00%0.01%0.04%Q1 2015Q2 202322
Cetera Advisors LLC 1210.00%0.07%0.23%Q2 2013Q1 202222
WOLVERINE TRADING, LLC 1110.00%0.00%0.00%Q2 2016Q3 202122
Koshinski Asset Management, Inc. 1610.03%0.14%0.26%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.20%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 1380.00%0.00%0.00%Q1 2018Q3 202321
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 21210.01%0.19%0.33%Q4 2013Q4 201821
Brinker Capital Investments, LLC 11100.09%0.21%0.30%Q1 2016Q2 202121
GARRISON POINT ADVISORS, LLC 20200.54%0.62%0.73%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.00%0.38%1.01%Q4 2018Q3 202320
Trust Co 20200.00%0.27%4.64%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
First Allied Advisory Services, Inc. 1220.01%0.03%0.06%Q2 2013Q3 202020
AVANTAX ADVISORY SERVICES, INC. 20200.00%0.03%0.24%Q4 2018Q3 202320
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20200.22%0.40%0.91%Q4 2018Q3 202320
QUADRANT CAPITAL GROUP LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Private Capital Group, LLC 19190.01%0.02%0.08%Q4 2017Q2 202219
Realta Investment Advisors 19190.07%0.08%0.11%Q1 2019Q3 202319
WADE G W & INC 19190.03%0.04%0.06%Q4 2014Q2 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
BECK CAPITAL MANAGEMENT, LLC 840.67%1.31%1.82%Q4 2013Q4 201919
IHT Wealth Management, LLC 1210.01%0.06%0.12%Q4 2016Q3 202319
NEXT Financial Group, Inc 1410.00%0.02%0.06%Q3 2014Q4 202119
SIGNATUREFD, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.01%0.02%Q2 2019Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.38%0.44%0.57%Q2 2013Q3 201718
Evercore Wealth Management, LLC 1260.00%0.02%0.03%Q2 2013Q4 201718
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
NewEdge Advisors, LLC 1410.01%0.03%0.16%Q2 2017Q3 202318
Vestmark Advisory Solutions, Inc. 1430.03%0.21%0.52%Q1 2019Q2 202317
Transamerica Financial Advisors, Inc. 910.00%0.01%0.04%Q2 2015Q2 202217
NATIONAL PLANNING CORP 980.02%0.03%0.04%Q2 2013Q3 201717
EDMOND DE ROTHSCHILD HOLDING S.A. 1110.00%0.01%0.09%Q2 2015Q3 202317
SUNTRUST BANKS INC 1610.00%0.01%0.03%Q2 2015Q3 201917
Private Portfolio Partners LLC 1430.06%0.09%0.21%Q2 2019Q3 202317
WEDBUSH SECURITIES INC 1410.01%0.03%0.12%Q2 2013Q3 202317
LeJeune Puetz Investment Counsel LLC 630.04%0.06%0.06%Q4 2017Q1 202317
SUMMIT FINANCIAL GROUP, INC. 17170.25%0.30%0.40%Q3 2019Q3 202317
SG Americas Securities, LLC 1310.00%0.02%0.10%Q2 2013Q4 201717
PITTENGER & ANDERSON INC 17170.00%0.01%0.02%Q2 2014Q2 201817
SPC Financial, Inc. 1060.03%1.32%2.49%Q3 2013Q3 202316
TRUE Private Wealth Advisors 1510.02%0.22%2.68%Q4 2015Q3 202316
HUNTINGTON NATIONAL BANK 910.00%0.00%0.00%Q1 2009Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.40%0.45%0.57%Q4 2019Q3 202316
Capital Wealth Alliance, LLC 16160.18%0.82%1.38%Q4 2019Q3 202316
MinichMacGregor Wealth Management, LLC 1240.03%0.62%5.71%Q4 2015Q1 202216
TRUIST FINANCIAL CORP 16160.01%0.05%0.16%Q4 2019Q3 202316
Castle Rock Wealth Management, LLC 1240.18%0.29%0.60%Q3 2019Q3 202316
Cypress Wealth Services, LLC 970.06%0.13%0.34%Q4 2017Q4 202116
WestEnd Advisors, LLC 1240.00%1.25%2.16%Q1 2017Q1 202216
Voya Financial Advisors, Inc. 1510.01%0.02%0.07%Q4 2016Q1 202116
Valeo Financial Advisors, LLC 1510.00%0.01%0.02%Q3 2017Q1 202216
Patten Group, Inc. 1510.00%0.00%0.00%Q4 2014Q4 201816
Cordatus Wealth Management LLC 1010.16%0.20%0.41%Q4 2018Q2 202315
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
Wealthstreet Investment Advisors, LLC 15150.24%0.50%0.63%Q4 2017Q2 202115
OSAIC HOLDINGS, INC. 15150.01%0.03%0.11%Q1 2020Q3 202315
DFPG INVESTMENTS, LLC 15150.04%0.18%0.35%Q2 2019Q4 202215
Cutler Group LLC / CA 310.00%0.00%0.00%Q1 2016Q4 202115
Rockefeller Capital Management L.P. 1410.00%0.00%0.01%Q2 2018Q1 202315
FIFTH THIRD SECURITIES, INC. 610.19%0.51%0.93%Q4 2016Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
Capital Investment Advisory Services, LLC 1140.00%0.00%0.01%Q4 2018Q3 202315
ARKANSAS FINANCIAL GROUP, INC. 15150.72%1.46%1.72%Q1 2020Q3 202315
B. Riley Wealth Advisors, Inc. 14140.01%0.03%0.10%Q2 2020Q3 202314
First Horizon Advisors, Inc. 730.00%0.00%0.00%Q4 2017Q1 202314
Hilton Capital Management, LLC 14140.07%0.09%0.12%Q3 2016Q4 201914
Quadrant Private Wealth Management, LLC 1040.16%0.34%0.48%Q1 2020Q3 202314
Stratos Wealth Advisors, LLC 950.02%0.08%0.18%Q1 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.00%0.01%0.04%Q2 2020Q3 202314
CULLEN/FROST BANKERS, INC. 14140.00%0.00%0.00%Q2 2019Q3 202214
Advisors Preferred, LLC 410.01%1.23%7.68%Q4 2013Q3 202114
AdvisorNet Financial, Inc 14140.00%0.03%0.09%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Winning Points Advisors, LLC 1310.46%0.49%0.56%Q4 2016Q4 202114
Ellis Investment Partners, LLC 14140.00%0.01%0.05%Q2 2019Q3 202214
Atria Investments, Inc 510.01%0.08%0.15%Q4 2015Q1 202214
TSFG, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Founders Financial Alliance, LLC 13130.04%0.05%0.08%Q3 2020Q3 202313
Laurel Wealth Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Arbor Investment Advisors, LLC 940.05%0.06%0.07%Q1 2019Q2 202213
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
PRINCETON CAPITAL MANAGEMENT LLC 730.00%0.11%0.73%Q4 2013Q1 202213
Sigma Planning Corp 1120.01%0.01%0.02%Q3 2018Q4 202213
Prospera Financial Services Inc 1030.02%0.03%0.13%Q4 2019Q3 202313
CIBC WORLD MARKET INC. 410.00%0.00%0.01%Q1 2014Q3 202313
Mariner, LLC 940.00%0.01%0.02%Q3 2018Q3 202313
J.W. COLE ADVISORS, INC. 810.24%0.29%0.33%Q4 2019Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.01%0.01%Q3 2020Q3 202313
Litman Gregory Wealth Management LLC 820.08%0.13%0.17%Q1 2020Q3 202313
MBM Wealth Consultants, LLC 12120.00%0.11%0.37%Q2 2020Q1 202312
Goodwin Investment Advisory 12120.00%0.10%0.25%Q4 2020Q3 202312
BANK OF NOVA SCOTIA 12120.00%0.01%0.01%Q4 2020Q3 202312
Abbrea Capital, LLC 660.03%0.05%0.07%Q1 2019Q1 202212
OneDigital Investment Advisors LLC 1110.00%0.04%0.11%Q3 2018Q3 202312
Diversified, LLC 12120.48%1.87%4.36%Q4 2020Q3 202312
GLENMEDE TRUST CO NA 1110.00%0.00%0.01%Q1 2014Q3 202312
Charter Oak Capital Management, LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
B. Riley Wealth Management, Inc. 660.00%0.03%0.07%Q1 2014Q2 202212
Source Financial Advisors LLC 12120.41%0.94%1.30%Q4 2020Q3 202312
WFG Advisors, LP 930.01%0.01%0.01%Q2 2013Q2 201712
TUCKER ASSET MANAGEMENT LLC 12120.01%0.01%0.03%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
F3Logic, LLC 1110.01%0.05%0.07%Q4 2019Q4 202212
GeoWealth Management, LLC 12120.14%0.41%0.85%Q4 2020Q3 202312
TRUSTCORE FINANCIAL SERVICES, LLC 1110.00%0.01%0.01%Q2 2019Q4 202212
Archer Investment Corp 12120.00%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Wealthgate Family Office, LLC 12124.92%7.62%9.53%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
CYPRESS ASSET MANAGEMENT INC/TX 12120.14%1.06%2.23%Q4 2017Q3 202012
BB&T SECURITIES, LLC 1110.01%0.24%0.45%Q1 2014Q3 201912
Ancora Advisors LLC 740.00%0.00%0.00%Q3 2020Q3 202311
Cetera Investment Advisers 920.00%0.01%0.01%Q4 2020Q3 202311
55I, LLC 11110.02%0.17%0.82%Q1 2020Q3 202211
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2016Q3 202211
YorkBridge Wealth Partners, LLC 11110.01%0.02%0.02%Q4 2016Q2 201911
Marcum Wealth, LLC 11110.04%0.13%0.24%Q1 2021Q3 202311
Hoxton Financial, Inc. 11113.38%4.11%6.58%Q3 2013Q1 201611
Lumature Wealth Partners, LLC 11110.01%0.04%0.18%Q4 2020Q2 202311
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.01%0.02%Q1 2019Q3 202311
Sunbelt Securities, Inc. 11110.06%0.11%0.14%Q1 2021Q3 202311
BESSEMER GROUP INC 1010.00%0.00%0.00%Q1 2017Q3 202311
Howard Capital Management Group, LLC 10100.52%0.59%0.68%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Beacon Pointe Advisors, LLC 10100.06%0.08%0.12%Q2 2021Q3 202310
OPPENHEIMER & CO INC 710.01%0.01%0.02%Q3 2013Q4 202110
Altshuler Shaham Ltd 990.01%0.16%0.67%Q3 2020Q3 202210
Kozak & Associates, Inc. 914.28%7.25%9.58%Q4 2020Q3 202310
Patriot Financial Group Insurance Agency, LLC 640.01%0.11%0.20%Q4 2016Q1 202110
STRATEGIC WEALTH MANAGEMENT INC 910.67%0.93%1.64%Q4 2012Q2 201510
Timber Hill LLC 410.00%0.03%0.18%Q4 2013Q4 201710
WNY Asset Management, LLC 10100.04%0.08%0.09%Q1 2021Q2 202310
FDx Advisors, Inc. 550.01%0.01%0.02%Q4 2016Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Parallel Advisors, LLC 510.00%0.00%0.02%Q2 2020Q3 202310
Belpointe Asset Management LLC 410.00%0.02%0.04%Q4 2018Q1 202310
Pointe Capital Management LLC 10100.10%0.20%0.23%Q4 2020Q1 202310
Snider Financial Group 10100.84%1.83%2.68%Q2 2021Q3 202310
Jacobi Capital Management LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q3 2013Q1 201910
Legacy Private Trust Co. 10100.06%0.62%0.92%Q2 2013Q3 201510
Lehman & Derafelo Financial Resources LLC 720.00%0.02%0.04%Q1 2020Q3 20229
Equitable Holdings, Inc. 420.00%0.01%0.04%Q2 2020Q3 20239
VisionPoint Advisory Group, LLC 310.00%0.31%0.86%Q4 2018Q2 20239
SCHRODER INVESTMENT MANAGEMENT GROUP 520.00%0.01%0.02%Q3 2013Q1 20189
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 990.16%0.27%0.40%Q4 2020Q4 20229
Nikulski Financial, Inc. 990.28%0.39%0.55%Q1 2021Q1 20239
Squar Milner Financial Services LLC 720.07%0.17%0.31%Q4 2017Q1 20209
Beaumont Financial Partners, LLC 310.05%0.60%2.07%Q3 2013Q2 20219
Rosenberg Matthew Hamilton 990.02%0.07%0.10%Q3 2021Q3 20239
TOWNSQUARE CAPITAL LLC 610.01%0.02%0.04%Q2 2019Q4 20229
M&T BANK CORP 310.00%0.00%0.00%Q3 2014Q1 20229
Kesler, Norman & Wride, LLC 990.07%0.88%1.67%Q2 2021Q2 20239
GPS Wealth Strategies Group, LLC 630.01%0.01%0.01%Q2 2021Q3 20239
WealthOne, LLC 510.08%0.11%0.15%Q4 2018Q3 20239
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q3 2015Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 630.00%0.00%0.00%Q2 2016Q3 20189
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.00%0.01%Q3 2021Q3 20239
SFI Advisors, LLC 880.26%3.10%5.42%Q4 2021Q3 20238
Financial Partners Group, Inc 710.10%0.22%1.06%Q4 2018Q3 20238
Heritage Wealth Advisors 880.00%0.00%0.01%Q3 2020Q2 20228
Intercontinental Wealth Advisors, LLC 530.01%0.06%0.13%Q2 2017Q4 20198
SMITH CHAS P & ASSOCIATES PA CPAS 883.12%3.67%3.96%Q2 2013Q1 20158
Intelligence Driven Advisers, LLC 880.05%0.36%2.24%Q3 2020Q2 20228
Day & Ennis, LLC 880.07%0.35%0.92%Q2 2020Q1 20228
CLIENT 1ST ADVISORY GROUP, LLC 880.11%0.32%0.72%Q2 2020Q1 20228
SALEM INVESTMENT COUNSELORS INC 620.00%0.00%0.00%Q3 2021Q3 20238
Strategic Blueprint, LLC 880.04%0.22%0.63%Q2 2020Q1 20228
Objective Capital Management, LLC 880.29%0.31%0.34%Q4 2021Q3 20238
QUATTRO FINANCIAL ADVISORS LLC 880.20%0.91%1.26%Q4 2021Q3 20238
HBK Sorce Advisory LLC 410.01%0.01%0.02%Q1 2021Q3 20238
WEALTHSOURCE PARTNERS, LLC 880.04%0.29%1.08%Q2 2020Q1 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
BDO Wealth Advisors, LLC 510.00%0.00%0.01%Q2 2017Q2 20208
Rise Advisors, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.21%0.26%0.36%Q4 2021Q3 20238
Nan Shan Life Insurance Co., Ltd. 880.23%0.27%0.32%Q1 2018Q4 20198
Virtu KCG Holdings LLC 310.00%0.02%0.07%Q3 2013Q3 20168
COMERICA SECURITIES,INC. 420.01%0.05%0.15%Q2 2020Q3 20238
Aspire Wealth Management Corp 880.01%0.02%0.06%Q4 2021Q3 20238
SYNOVUS FINANCIAL CORP 620.00%0.00%0.00%Q2 2013Q2 20208
Avior Wealth Management, LLC 620.00%0.00%0.00%Q2 2020Q3 20238
Qube Research & Technologies Ltd 710.00%0.00%0.00%Q3 2021Q3 20238
MGO ONE SEVEN LLC 410.02%0.05%0.08%Q4 2017Q4 20218
COTTONWOOD CAPITAL ADVISORS, LLC 880.87%0.98%1.28%Q4 2021Q3 20238
Bison Wealth, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
TWO SIGMA SECURITIES, LLC 210.00%0.08%0.20%Q4 2016Q2 20237
Asset Dedication, LLC 510.01%0.02%0.05%Q1 2020Q3 20237
Sowell Financial Services LLC 770.00%0.01%0.02%Q3 2019Q1 20217
Faithward Advisors, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.05%0.10%Q2 2013Q4 20147
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
Aspire Private Capital, LLC 770.00%0.02%0.04%Q2 2020Q4 20217
HRT FINANCIAL LP 520.01%0.04%0.10%Q3 2020Q4 20227
Graves Light Lenhart Wealth, Inc. 770.02%0.03%0.04%Q4 2020Q2 20227
D.A. DAVIDSON & CO. 410.00%0.00%0.01%Q2 2017Q3 20237
Virtu Financial LLC 310.04%0.21%0.67%Q1 2014Q1 20177
SEI INVESTMENTS CO 770.00%0.00%0.00%Q4 2016Q2 20187
Compagnie Lombard Odier SCmA 770.00%0.02%0.03%Q1 2015Q3 20167
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.01%0.02%Q1 2021Q4 20227
Spectrum Management Group, LLC 430.00%0.23%0.55%Q2 2020Q1 20227
Renaissance Technologies 310.00%0.00%0.00%Q4 2018Q4 20227
Round Table Services, LLC 770.14%1.73%3.01%Q4 2016Q2 20187
Keystone Financial Group 770.10%0.12%0.14%Q2 2018Q4 20197
JOHNSON INVESTMENT COUNSEL INC 610.01%0.01%0.01%Q3 2018Q1 20217
HARBOR INVESTMENT ADVISORY, LLC 610.00%0.00%0.00%Q3 2021Q3 20237
CAROLINAS WEALTH CONSULTING LLC 410.00%0.03%0.04%Q4 2019Q3 20237
NORTHERN TRUST CORP 610.00%0.00%0.00%Q3 2015Q4 20187
FLC Capital Advisors 770.09%0.17%0.49%Q2 2020Q4 20217
FLOW TRADERS U.S. LLC 610.02%0.07%0.20%Q1 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.01%0.01%Q1 2022Q3 20237
EXANE DERIVATIVES 770.01%0.07%0.22%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Kovack Advisors, Inc. 510.03%0.10%0.16%Q1 2018Q2 20226
Key FInancial Inc 660.00%0.00%0.00%Q2 2022Q3 20236
Global Wealth Management Investment Advisory, Inc. 660.01%0.01%0.01%Q4 2018Q1 20206
Hirtle Callaghan & Co LLC 660.00%0.00%0.00%Q3 2013Q4 20146
Karn, Couzens & Associates, Inc. 660.74%0.82%0.94%Q4 2020Q1 20226
Global Retirement Partners, LLC 420.00%0.00%0.00%Q2 2020Q4 20226
PRIVATE TRUST CO NA 660.00%0.01%0.04%Q2 2022Q3 20236
9258 Wealth Management, LLC 420.10%0.18%0.41%Q4 2018Q1 20226
Bay Harbor Wealth Management, LLC 660.02%0.14%0.38%Q2 2020Q3 20216
LIBERTY WEALTH MANAGEMENT LLC 660.00%0.29%0.91%Q2 2020Q3 20216
Horizon Family Wealth, Inc. 420.21%0.26%0.39%Q4 2021Q3 20236
USAdvisors Wealth Management, LLC 660.13%0.27%0.38%Q4 2021Q1 20236
Spire Wealth Management 660.00%0.00%0.00%Q2 2022Q3 20236
Investors Research Corp 660.00%0.00%0.00%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.04%0.07%0.08%Q1 2022Q2 20236
DAVENPORT & Co LLC 510.00%0.02%0.03%Q2 2021Q4 20226
MARSHALL WACE, LLP 420.00%0.00%0.01%Q1 2020Q1 20236
TD Waterhouse Canada Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
BAROMETER CAPITAL MANAGEMENT INC. 410.11%0.23%0.38%Q1 2014Q4 20196
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.01%0.02%Q4 2016Q3 20206
CUMBERLAND ADVISORS INC 660.84%2.82%4.07%Q3 2014Q4 20156
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Samalin Investment Counsel, LLC 510.13%0.15%0.19%Q4 2019Q4 20216
Certified Advisory Corp 660.00%0.00%0.00%Q1 2019Q2 20206
Csenge Advisory Group 410.01%0.02%0.04%Q3 2018Q1 20226
Quad-Cities Investment Group, LLC 660.13%0.15%0.18%Q2 2018Q3 20196
Rehmann Capital Advisory Group 310.00%0.10%0.48%Q1 2011Q2 20196
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q2 2017Q2 20216
Merit Financial Group, LLC 660.05%0.08%0.15%Q2 2022Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
TrinityPoint Wealth, LLC 420.28%0.38%0.74%Q4 2018Q1 20226
COMMERCE BANK 550.00%0.00%0.00%Q1 2021Q1 20225
Vahanian & Associates Financial Planning Inc. 320.42%0.98%1.39%Q4 2021Q1 20235
Legacy Advisors, LLC 550.19%0.22%0.26%Q1 2020Q1 20215
RVW Wealth, LLC 550.83%2.46%2.94%Q1 2019Q1 20205
First Command Financial Services, Inc. 550.01%0.01%0.02%Q1 2019Q1 20205
Syverson Strege & Co 550.02%0.04%0.06%Q4 2021Q4 20225
Lido Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Apexium Financial, LP 550.04%0.04%0.05%Q3 2022Q3 20235
Advisory Alpha, LLC 310.01%0.01%0.02%Q1 2019Q3 20205
BlackRock Inc. 210.00%0.00%0.00%Q2 2020Q1 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.02%0.02%0.03%Q1 2018Q1 20195
Independent Portfolio Consultants, Inc. 550.01%0.01%0.01%Q3 2014Q3 20155
BB&T INVESTMENT SERVICES, INC. 550.01%0.47%1.12%Q4 2016Q4 20175
CINQUE PARTNERS LLC 410.48%0.96%2.32%Q2 2013Q3 20145
Sandy Spring Bank 550.00%0.00%0.00%Q1 2017Q1 20185
Strategic Asset Management, LLC 550.08%0.10%0.15%Q3 2021Q3 20225
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 550.00%0.01%0.02%Q3 2021Q3 20225
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
Lee Financial Group Hawaii, Inc. 553.03%3.53%4.10%Q4 2021Q4 20225
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Miracle Mile Advisors, LLC 410.01%1.80%8.69%Q2 2015Q4 20225
Pinnacle Financial Group, LLC / IL 550.17%0.20%0.22%Q4 2021Q4 20225
SRS Capital Advisors, Inc. 410.00%0.00%0.00%Q3 2021Q3 20235
Cassady Schiller Wealth Management, LLC 410.01%0.02%0.02%Q4 2021Q3 20235
Lebenthal Global Advisors, LLC 550.12%1.98%7.22%Q1 2021Q1 20225
TRANSCEND CAPITAL ADVISORS, LLC 410.04%0.13%0.20%Q3 2020Q1 20225
Insight Inv LLC 550.02%0.02%0.03%Q4 2021Q4 20225
First Command Bank 550.01%0.01%0.02%Q1 2019Q1 20205
SAM Advisors, LLC 552.63%2.74%2.87%Q3 2022Q3 20235
Surevest, LLC 550.11%0.32%0.63%Q4 2018Q4 20195
ENTERPRISE FINANCIAL SERVICES CORP 550.01%0.06%0.08%Q1 2019Q1 20205
BerganKDV Wealth Management, LLC 550.02%0.02%0.02%Q2 2018Q2 20195
Allianz Asset Management GmbH 320.00%0.01%0.02%Q1 2018Q1 20225
CONSOLIDATED CAPITAL MANAGEMENT, LLC 550.24%0.24%0.25%Q3 2022Q3 20235
Interchange Capital Partners, LLC 550.20%0.27%0.37%Q3 2022Q3 20235
WealthShield Partners, LLC 210.00%0.18%0.46%Q2 2020Q1 20235
MARINO, STRAM & ASSOCIATES LLC 550.02%0.02%0.02%Q1 2018Q1 20195
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.00%Q2 2021Q2 20225
Wealthcare Advisory Partners LLC 410.00%0.00%0.01%Q1 2018Q1 20215
COUNTRY TRUST BANK 550.00%0.00%0.00%Q3 2020Q3 20215
PEAK6 Group LLC 210.00%0.00%0.01%Q2 2014Q1 20154
Dorsey Wright & Associates 310.01%0.07%0.10%Q2 2013Q4 20174
One Charles Private Wealth Services, LLC 440.48%0.50%0.55%Q2 2021Q1 20224
Essex Financial Services, Inc. 310.05%0.06%0.08%Q4 2014Q4 20154
BARCLAYS PLC 110.00%0.00%0.00%Q3 2016Q3 20214
Anchor Investment Management, LLC 310.00%0.00%0.00%Q4 2021Q1 20234
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 310.26%0.53%1.17%Q1 2017Q3 20184
Venturi Wealth Management, LLC 310.00%0.02%0.08%Q3 2020Q3 20234
Crosspoint Capital Strategies, LLC 220.00%0.00%0.01%Q1 2015Q3 20164
STERLING INVESTMENT MANAGEMENT, LLC 440.15%0.17%0.22%Q4 2017Q3 20184
New Millennium Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.00%0.01%0.01%Q4 2022Q3 20234
OPTIMUM INVESTMENT ADVISORS 440.00%0.00%0.00%Q2 2014Q1 20154
JACKSON SQUARE CAPITAL, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
QUEST CAPITAL MANAGEMENT INC /ADV 440.04%0.04%0.04%Q1 2021Q4 20214
FundX Investment Group, LLC 220.24%0.48%0.69%Q2 2013Q1 20184
WESBANCO BANK INC 440.03%0.03%0.04%Q4 2017Q3 20184
Capital Analysts, LLC 310.00%0.00%0.00%Q2 2021Q2 20234
Well Done, LLC 440.32%0.39%0.45%Q2 2021Q1 20224
Regal Investment Advisors LLC 210.00%0.09%0.12%Q3 2015Q4 20214
PGIM Custom Harvest LLC 440.06%0.09%0.11%Q4 2022Q3 20234
Financial Freedom, LLC 441.16%1.27%1.36%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
Apeiron RIA LLC 220.27%0.29%0.32%Q4 2021Q4 20224
Phoenix Wealth Advisors 440.02%0.02%0.02%Q4 2020Q3 20214
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Valmark Advisers, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
WealthBridge Capital Management, LLC 220.02%0.07%0.11%Q4 2018Q4 20214
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Graypoint LLC 440.03%0.03%0.04%Q2 2021Q1 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Asset Advisory Services LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Financial Advocates Investment Management 310.02%0.05%0.11%Q2 2020Q1 20224
Western Wealth Management, LLC 440.03%0.04%0.05%Q2 2020Q1 20214
Madden Advisory Services, Inc. 210.01%0.01%0.01%Q4 2014Q1 20174
FLAGSHIP HARBOR ADVISORS, LLC 310.01%0.06%0.09%Q3 2018Q2 20204
Clearview Wealth Advisors LLC 330.00%0.02%0.03%Q4 2020Q2 20213
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.00%0.00%Q1 2019Q4 20193
VALLEY FINANCIAL MANAGEMENT, INC. 333.49%3.64%3.79%Q3 2022Q1 20233
RFG Advisory, LLC 210.02%0.08%0.18%Q3 2020Q3 20213
DRW Securities, LLC 330.07%0.14%0.23%Q2 2013Q4 20133
Avidian Wealth Solutions, LLC 330.02%0.03%0.03%Q2 2020Q4 20203
Q3 Asset Management 211.29%3.24%4.22%Q4 2017Q4 20193
Simplicity Solutions, LLC 330.00%0.02%0.05%Q2 2020Q4 20203
HL FINANCIAL SERVICES LLC 330.00%0.00%0.00%Q3 2018Q1 20193
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 333.34%3.40%3.48%Q1 2020Q3 20203
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.00%0.17%0.25%Q2 2020Q4 20203
Gladstone Institutional Advisory LLC 330.07%0.08%0.09%Q2 2019Q4 20193
Lee Financial Co 330.00%0.00%0.00%Q1 2023Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Carnick & Kubik, LLC 330.30%0.54%0.69%Q3 2015Q1 20163
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
CENTRAL TRUST Co 330.00%0.00%0.00%Q1 2023Q3 20233
Westwind Capital 330.36%0.39%0.41%Q2 2022Q4 20223
HARRELL INVESTMENT PARTNERS, LLC 210.43%0.73%0.89%Q4 2019Q3 20213
Annex Advisory Services, LLC 337.74%8.34%9.39%Q2 2021Q4 20213
Cavalier Investments, LLC 210.67%0.87%1.25%Q1 2017Q2 20183
GSA CAPITAL PARTNERS LLP 110.03%0.04%0.04%Q1 2022Q1 20233
AE Wealth Management LLC 330.00%0.02%0.04%Q2 2020Q4 20203
Nuveen Asset Management, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
Clarus Wealth Advisors 210.00%0.09%0.14%Q2 2018Q2 20193
Country Club Trust Company, n.a. 110.02%0.08%0.18%Q1 2017Q3 20183
Danda Trouve Investment Management, Inc. 332.22%2.98%3.83%Q4 2020Q2 20213
Cornerstone Wealth Management, LLC 210.00%0.03%0.07%Q2 2018Q3 20203
Retirement Group, LLC 210.01%0.01%0.01%Q4 2019Q3 20203
Global Trust Asset Management, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Guidant Wealth Advisors 330.15%0.15%0.16%Q1 2019Q3 20193
Ulland Investment Advisors, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
TOCQUEVILLE ASSET MANAGEMENT L.P. 330.00%0.00%0.00%Q3 2021Q1 20223
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Glass Jacobson Investment Advisors llc 210.00%0.00%0.01%Q4 2022Q3 20233
Mayflower Financial Advisors, LLC 330.04%0.10%0.14%Q4 2020Q2 20213
Addison Advisors LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
KESTRA PRIVATE WEALTH SERVICES, LLC 330.02%0.03%0.03%Q3 2020Q1 20213
Banque Cantonale Vaudoise 330.00%0.00%0.00%Q3 2021Q1 20223
Executive Wealth Management, LLC 330.00%0.06%0.19%Q4 2018Q2 20193
AVIANCE CAPITAL MANAGEMENT, LLC 210.05%0.06%0.06%Q1 2015Q4 20153
MEITAV INVESTMENT HOUSE LTD 330.55%2.02%3.51%Q4 2017Q2 20183
TCWP LLC 330.06%0.07%0.10%Q4 2021Q2 20223
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q1 2019Q1 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Concert Wealth Management Inc. 210.02%0.03%0.05%Q4 2015Q3 20163
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
LAKE STREET ADVISORS GROUP, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Invst, LLC 220.41%0.42%0.42%Q2 2020Q3 20202
Concorde Asset Management, LLC 220.65%0.76%0.87%Q2 2020Q3 20202
Accredited Investors Inc. 220.06%0.06%0.06%Q3 2016Q4 20162
Ascent Group, LLC 220.06%0.07%0.07%Q4 2021Q1 20222
Berman Capital Advisors, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
PARK AVENUE SECURITIES LLC 221.23%1.26%1.28%Q2 2020Q3 20202
VIVID FINANCIAL MANAGEMENT, INC. 221.16%1.21%1.26%Q2 2020Q3 20202
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Austin Private Wealth, LLC 220.27%0.33%0.39%Q2 2020Q3 20202
FWL INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Cooper Financial Group 220.93%0.94%0.96%Q2 2020Q3 20202
Cascadia Advisory Services, LLC 220.15%0.17%0.19%Q2 2020Q3 20202
High Falls Advisors, Inc 220.57%0.63%0.69%Q2 2020Q3 20202
Beta Wealth Group, Inc. 220.35%0.42%0.50%Q1 2022Q2 20222
Stone House Investment Management, LLC 221.05%1.15%1.24%Q2 2020Q3 20202
Stanford Investment Group, Inc. 220.07%0.07%0.07%Q4 2014Q1 20152
Accuvest Global Advisors 220.43%0.85%1.28%Q1 2014Q2 20142
Eudaimonia Partners, LLC 110.00%0.01%0.01%Q2 2020Q1 20212
Summit X, LLC 220.54%0.96%1.37%Q2 2020Q3 20202
FinTrust Capital Advisors, LLC 220.04%0.05%0.07%Q2 2020Q3 20202
Walleye Trading LLC 220.00%0.00%0.00%Q3 2016Q4 20162
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.00%0.01%0.02%Q2 2016Q3 20162
Parisi Gray Wealth Management 220.01%0.01%0.02%Q4 2017Q1 20182
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
PAX Financial Group, LLC 221.36%1.37%1.38%Q2 2020Q3 20202
BANQUE PICTET & CIE SA 220.01%0.02%0.02%Q1 2017Q2 20172
Centerpoint Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
LifePlan Financial Group, Inc 220.53%0.53%0.54%Q2 2020Q3 20202
SOUTHERN CAPITAL ADVISORS, LLC 220.88%1.05%1.22%Q4 2022Q1 20232
Mount Yale Investment Advisors, LLC 220.08%0.09%0.10%Q2 2020Q3 20202
CITY NATIONAL BANK 110.00%0.00%0.00%Q1 2015Q3 20152
RDA Financial Network 220.10%0.10%0.11%Q2 2020Q3 20202
MONTAG A & ASSOCIATES INC 110.03%0.04%0.04%Q2 2013Q4 20152
Tarbox Family Office, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Lineweaver Wealth Advisors, LLC 221.11%1.17%1.22%Q2 2020Q3 20202
Trek Financial, LLC 220.12%0.13%0.14%Q2 2020Q3 20202
FLPUTNAM INVESTMENT MANAGEMENT CO 220.05%0.05%0.05%Q2 2013Q3 20132
OmniStar Financial Group, Inc. 221.84%1.94%2.05%Q2 2020Q3 20202
ONE Advisory Partners, LLC 221.62%1.71%1.80%Q2 2020Q3 20202
AFT, FORSYTH & COMPANY, INC. 220.02%0.02%0.02%Q2 2013Q3 20132
Wellington Shields Capital Management, LLC 220.12%0.13%0.15%Q4 2013Q1 20142
Portfolio Strategies, Inc. 110.00%0.05%0.11%Q1 2018Q3 20182
Allred Capital Management, LLC 110.02%0.03%0.05%Q4 2019Q1 20212
Horst & Graben Wealth Management LLC 220.41%0.45%0.50%Q2 2020Q3 20202
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Retirement Planning Group, LLC 220.08%0.08%0.09%Q2 2022Q3 20222
Trexquant Investment LP 110.01%0.03%0.06%Q2 2020Q2 20222
Investment Research & Advisory Group, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Allegiant Private Advisors, LLC 220.05%0.25%0.45%Q1 2021Q2 20212
Sharkey, Howes & Javer 220.81%0.83%0.85%Q2 2020Q3 20202
Outlook Wealth Advisors, LLC 220.34%0.34%0.34%Q2 2021Q3 20212
Gallagher Fiduciary Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
GIRARD PARTNERS LTD. 220.01%0.03%0.05%Q3 2018Q4 20182
Integrated Wealth Concepts LLC 220.05%0.05%0.05%Q2 2020Q3 20202
Fisher Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ETRADE Capital Management LLC 220.38%0.43%0.48%Q2 2020Q3 20202
Dorsey & Whitney Trust CO LLC 220.08%0.09%0.09%Q2 2013Q3 20132
Northeast Financial Consultants Inc 220.10%0.11%0.11%Q1 2022Q2 20222
Pinnacle Advisory Group, Inc. 112.25%2.80%3.36%Q2 2015Q4 20152
Alpine Global Management, LLC 220.16%0.22%0.28%Q2 2017Q3 20172
TRUEWEALTH LLC 220.05%0.05%0.05%Q1 2020Q2 20202
Black Swift Group, LLC 220.20%0.39%0.58%Q4 2017Q1 20182
Chicago Partners Investment Group LLC 220.01%0.01%0.02%Q3 2021Q4 20212
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2020Q2 20222
Black Diamond Financial, LLC 220.11%0.11%0.12%Q1 2022Q2 20222
Apollon Wealth Management, LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CenterStar Asset Management, LLC 110.00%0.04%0.07%Q3 2019Q3 20192
FourThought Financial, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 220.00%0.01%0.01%Q2 2013Q3 20132
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q3 2019Q4 20192
Montecito Bank & Trust 220.10%0.11%0.12%Q2 2020Q3 20202
BNP PARIBAS FINANCIAL MARKETS 220.01%0.01%0.01%Q1 2023Q2 20232
Winslow, Evans & Crocker, Inc. 220.01%0.01%0.01%Q3 2015Q4 20152
Pettinga Financial Advisors LLC 220.27%0.38%0.49%Q2 2020Q3 20202
Icon Wealth Partners, LLC 220.62%0.67%0.71%Q2 2020Q3 20202
Genesee Capital Advisors, LLC 220.35%0.35%0.35%Q3 2021Q4 20212
Private Wealth Advisors, Inc. 220.10%0.11%0.11%Q2 2015Q3 20152
Snowden Capital Advisors LLC 220.11%0.11%0.12%Q2 2020Q3 20202
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2017Q1 20182
HawsGoodwin Investment Management LLC 221.26%1.30%1.34%Q2 2020Q3 20202
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q2 2020Q3 20202
Smith & Howard Wealth Management, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
FNY Investment Advisers, LLC 110.00%0.01%0.01%Q2 2018Q3 20232
Aaron Wealth Advisors LLC 220.03%0.05%0.07%Q1 2022Q2 20222
Kore Private Wealth LLC 220.01%0.01%0.01%Q4 2018Q1 20192
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Aveo Capital Partners, LLC 110.06%0.24%0.41%Q4 2016Q2 20212
AMUSSEN HUNSAKER ASSOCIATES LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Financial Management Professionals, Inc. 222.10%2.25%2.41%Q2 2013Q3 20132
New England Investment & Retirement Group, Inc. 220.00%2.18%4.35%Q4 2019Q1 20202
SigFig Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Bienville Capital Management, LLC 110.36%0.36%0.36%Q1 2020Q1 20201
Copperleaf Capital, LLC 111.02%1.02%1.02%Q4 2020Q4 20201
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Laidlaw Wealth Management LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Oak Grove Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Joel Isaacson & Co., LLC 110.02%0.02%0.02%Q4 2012Q4 20121
SIENA CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST FINANCIAL EQUITY CORPORATION 110.09%0.09%0.09%Q1 2017Q1 20171
Dakota Wealth Management 110.03%0.03%0.03%Q4 2019Q4 20191
Clarfeld Financial Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Rollins Financial 110.08%0.08%0.08%Q2 2021Q2 20211
NWAM LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Beaumont Capital Management, LLC 111.22%1.22%1.22%Q2 2021Q2 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.34%0.34%0.34%Q2 2023Q2 20231
Lake Point Wealth Management 110.01%0.01%0.01%Q4 2021Q4 20211
Riverview Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
Rafferty Asset Management, LLC 110.92%0.92%0.92%Q2 2013Q2 20131
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
LINCOLN NATIONAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SII INVESTMENTS INC/WI 110.20%0.20%0.20%Q2 2013Q2 20131
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
HBW ADVISORY SERVICES LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Capital Planning Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Hanlon Investment Management, Inc. 110.16%0.16%0.16%Q2 2020Q2 20201
Atlas Private Wealth Advisors 110.01%0.01%0.01%Q2 2020Q2 20201
PagnatoKarp Partners LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Squarepoint Ops LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Jaffetilchin Investment Partners, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Penserra Capital Management LLC 110.15%0.15%0.15%Q1 2018Q1 20181
Empowered Funds, LLC 112.96%2.96%2.96%Q4 2021Q4 20211
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Krilogy Financial LLC 110.01%0.01%0.01%Q2 2016Q2 20161
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Signify Wealth 114.56%4.56%4.56%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Successful Portfolios LLC 110.17%0.17%0.17%Q3 2020Q3 20201
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q4 2020Q4 20201
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SteelPeak Wealth, LLC 110.33%0.33%0.33%Q3 2020Q3 20201
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2017Q2 20171
Rice Partnership, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SONATA CAPITAL GROUP INC 110.13%0.13%0.13%Q3 2021Q3 20211
Birchcreek Wealth Management, LLC 110.39%0.39%0.39%Q4 2020Q4 20201
Gallagher Benefit Services, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Financial Advantage, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q3 2022Q3 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Commonwealth Retirement Investments LLC 110.30%0.30%0.30%Q4 2022Q4 20221
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gryphon Financial Partners LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Robertson Stephens Wealth Management, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Carroll Investors, Inc 110.02%0.02%0.02%Q1 2022Q1 20221
Marks Wealth, LLC 116.19%6.19%6.19%Q1 2021Q1 20211
Professional Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BAINCO INTERNATIONAL INVESTORS 110.23%0.23%0.23%Q4 2018Q4 20181
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
McAdams Wright Ragen, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Athena Investment Management 110.16%0.16%0.16%Q1 2022Q1 20221
Trilogy Capital Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Indiana Trust & Investment Management CO 110.02%0.02%0.02%Q3 2023Q3 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.04%0.04%0.04%Q2 2020Q2 20201
Noven Financial Group, Inc. 110.32%0.32%0.32%Q3 2015Q3 20151
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nelson Capital Management, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Arkadios Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
Balentine LLC 110.00%0.00%0.00%Q2 2015Q2 20151
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
SUMMIT CAPITAL MANAGEMENT LLC 110.73%0.73%0.73%Q4 2013Q4 20131
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2022Q4 20221
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
PRENTISS SMITH & CO INC 110.02%0.02%0.02%Q2 2015Q2 20151
Smart Money Group LLC 110.48%0.48%0.48%Q3 2020Q3 20201
PRUDENTIAL PLC 110.00%0.00%0.00%Q4 2019Q4 20191
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Turim 21 Investimentos Ltda. 110.02%0.02%0.02%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Circle Wealth Management, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Cordant, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q1 2023Q1 20231
Sugarloaf Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Perigon Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Bartlett & Co. LLC 110.00%0.00%0.00%Q1 2018Q1 20181
PNC Managed Account Solutions, Inc. 111.42%1.42%1.42%Q2 2021Q2 20211
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Private Advisory Group LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Alpine Group USVI, LLC 110.16%0.16%0.16%Q2 2017Q2 20171
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2015Q2 20151
AVALON CAPITAL MANAGEMENT 112.52%2.52%2.52%Q2 2015Q2 20151
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CX Institutional 110.01%0.01%0.01%Q2 2023Q2 20231
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
First Long Island Investors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
JOURNEY STRATEGIC WEALTH LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Avestar Capital, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
MARINER INDEPENDENT ADVISOR NETWORK, LLC 111.38%1.38%1.38%Q2 2015Q2 20151
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Physician Wealth Advisors, Inc. 110.48%0.48%0.48%Q2 2020Q2 20201
Merriman Wealth Management, LLC 110.23%0.23%0.23%Q2 2020Q2 20201
1492 Capital Management LLC 110.11%0.11%0.11%Q4 2021Q4 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Stephens Consulting, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Lenox Wealth Management, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CMC Financial Group 111.62%1.62%1.62%Q4 2021Q4 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
PACIFIC FINANCIAL GROUP INC 110.57%0.57%0.57%Q3 2015Q3 20151
DUMONT & BLAKE INVESTMENT ADVISORS LLC 110.09%0.09%0.09%Q1 2022Q1 20221
External links

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