ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023106
BARCLAYS PLC 2610.00%0.00%0.01%Q2 2013Q4 202275
Citadel Advisors 3610.00%0.00%0.01%Q2 2014Q3 202374
HUNTINGTON NATIONAL BANK 36140.00%0.02%0.06%Q1 2009Q3 202352
GOLDMAN SACHS GROUP INC 2140.00%0.01%0.02%Q1 2012Q3 202351
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Sandy Spring Bank 42420.00%0.01%0.01%Q2 2013Q3 202342
Callan Capital, LLC 42420.13%0.46%1.03%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.80%1.11%1.55%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.06%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.05%0.18%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.07%0.14%0.20%Q2 2013Q3 202342
Somerset Group LLC 42421.81%2.03%2.26%Q2 2013Q3 202342
Stillwater Capital Advisors, LLC 42420.82%2.15%3.24%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.07%0.42%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.05%0.25%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42420.69%1.13%1.55%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.07%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.03%0.07%0.15%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.03%0.07%0.11%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.04%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.07%Q2 2013Q3 202342
FMR LLC 41410.00%0.01%0.02%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.01%0.03%Q3 2013Q3 202341
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
AlphaMark Advisors, LLC 41410.01%0.04%0.07%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.09%Q2 2013Q3 202341
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3640.01%0.01%0.10%Q2 2013Q3 202340
GLENMEDE TRUST CO NA 20200.00%0.00%0.00%Q2 2013Q3 202340
STEPHENS INC /AR/ 40400.01%0.02%0.08%Q4 2013Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 23170.00%0.66%2.07%Q2 2013Q3 202340
Parsec Financial Management, Inc. 40400.02%0.05%0.18%Q2 2013Q1 202340
Pinnacle Holdings, LLC 2020.06%0.14%0.23%Q2 2013Q3 202340
FIFTH THIRD BANCORP 3180.00%0.00%0.00%Q2 2013Q3 202339
Kovack Advisors, Inc. 39390.22%0.65%2.10%Q1 2014Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3710.00%0.10%0.43%Q3 2013Q3 202339
Parallax Volatility Advisers, L.P. 25250.00%0.00%0.01%Q2 2013Q2 201939
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202338
North Star Investment Management Corp. 21170.00%0.01%0.02%Q1 2014Q3 202338
M&T BANK CORP 26110.00%0.00%0.02%Q2 2013Q3 202237
Private Advisor Group, LLC 37370.02%0.06%0.17%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.09%0.20%0.29%Q2 2013Q2 202237
Sigma Planning Corp 36360.03%0.09%0.30%Q4 2014Q3 202336
ACG Wealth 36360.15%0.29%0.78%Q4 2013Q3 202236
ASSETMARK, INC 22130.00%0.51%2.83%Q3 2013Q2 202235
CIBC WORLD MARKET INC. 1420.00%0.00%0.01%Q4 2013Q3 202335
Ironwood Financial, llc 3140.01%0.40%1.31%Q4 2014Q3 202335
Stratos Wealth Partners, LTD. 34340.01%0.03%0.06%Q2 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.02%0.05%Q2 2015Q3 202334
Walleye Trading LLC 610.00%0.00%0.05%Q3 2013Q3 202333
Tower Research Capital LLC (TRC) 1610.00%0.10%0.53%Q2 2013Q3 202333
Advisory Services Network, LLC 1310.00%0.05%0.40%Q4 2013Q3 202333
Barrett Asset Management, LLC 32320.00%0.00%0.00%Q1 2014Q4 202132
Prospera Financial Services Inc 1810.01%0.39%5.25%Q4 2014Q3 202332
Raymond James Financial Services Advisors, Inc. 32320.01%0.04%0.06%Q4 2015Q3 202332
Johnson Financial Group, Inc. 3020.00%0.05%0.48%Q2 2013Q3 202332
STIFEL FINANCIAL CORP 2930.01%0.02%0.06%Q1 2014Q3 202332
CREDIT SUISSE AG/ 1510.00%0.00%0.02%Q1 2013Q3 202232
CARRET ASSET MANAGEMENT, LLC 1130.03%0.04%0.05%Q2 2014Q3 202331
D.A. DAVIDSON & CO. 20110.00%0.01%0.11%Q4 2013Q3 202331
Geneos Wealth Management Inc. 31310.04%0.09%0.12%Q1 2016Q3 202331
Regal Investment Advisors LLC 1210.00%0.04%0.07%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.16%Q4 2015Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.01%0.04%Q1 2015Q3 202331
Hudock, Inc. 30300.00%0.01%0.01%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.02%0.09%0.28%Q2 2013Q3 202030
MML INVESTORS SERVICES, LLC 2630.01%0.05%0.27%Q2 2015Q3 202329
DAVENPORT & Co LLC 29290.00%0.01%0.02%Q3 2016Q3 202329
HighTower Advisors, LLC 2810.01%0.02%0.04%Q4 2015Q3 202329
BLAIR WILLIAM & CO/IL 29290.00%0.00%0.01%Q3 2016Q3 202329
GAM Holding AG 1110.00%0.03%0.07%Q3 2013Q3 202229
BlackRock Inc. 1610.00%0.00%0.01%Q2 2014Q3 202328
Hanson & Doremus Investment Management 28280.02%0.03%0.07%Q4 2016Q3 202328
Veritable, L.P. 1710.00%0.00%0.01%Q4 2013Q1 202328
Sargent Bickham Lagudis LLC 28280.01%0.02%0.04%Q1 2016Q4 202228
IHT Wealth Management, LLC 28280.02%0.08%0.19%Q4 2016Q3 202328
Allworth Financial LP 28280.00%0.00%0.00%Q4 2016Q3 202328
NEXT Financial Group, Inc 1310.00%0.03%0.09%Q3 2014Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.14%0.72%Q2 2013Q4 201927
PRIO WEALTH LIMITED PARTNERSHIP 14130.01%0.01%0.02%Q4 2016Q3 202327
First Horizon Advisors, Inc. 2430.00%0.00%0.01%Q1 2014Q3 202327
Steward Partners Investment Advisory, LLC 27270.01%0.05%0.08%Q1 2017Q3 202327
CWM, LLC 1980.00%0.05%0.50%Q4 2016Q3 202327
Pacific Center for Financial Services 2430.01%0.02%0.02%Q4 2016Q3 202327
Simmons Bank 27270.02%0.04%0.05%Q1 2017Q3 202327
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1930.02%0.10%0.18%Q4 2013Q2 202126
TWIN FOCUS CAPITAL PARTNERS, LLC 1430.06%0.09%0.13%Q4 2016Q3 202326
BB&T SECURITIES, LLC 26260.01%0.03%0.19%Q2 2013Q3 201926
AFT, FORSYTH & COMPANY, INC. 2420.01%0.81%1.23%Q2 2013Q3 202326
TWO SIGMA SECURITIES, LLC 1410.00%0.07%1.05%Q4 2014Q2 202226
Keeley-Teton Advisors, LLC 1790.03%0.06%0.08%Q1 2017Q3 202326
AE Wealth Management LLC 1970.01%0.03%0.12%Q1 2017Q3 202326
BDO Wealth Advisors, LLC 25250.01%0.02%0.03%Q2 2017Q2 202325
Madden Advisory Services, Inc. 25250.19%1.55%2.28%Q4 2013Q4 201925
Cutler Group LLC / CA 710.00%0.01%0.09%Q2 2016Q1 202325
Voya Financial Advisors, Inc. 25250.01%0.09%0.21%Q1 2015Q1 202125
Transamerica Financial Advisors, Inc. 2310.00%0.81%6.91%Q2 2013Q2 202025
Cetera Advisor Networks LLC 1110.00%0.04%0.12%Q4 2014Q3 202325
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 25250.14%0.23%0.35%Q1 2017Q1 202325
MONROE BANK & TRUST/MI 25250.10%0.16%0.24%Q2 2013Q2 201925
Gradient Investments LLC 980.00%0.00%0.00%Q3 2015Q3 202325
Lido Advisors, LLC 25250.00%0.12%0.74%Q3 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.05%0.11%Q4 2017Q3 202324
Cetera Advisors LLC 1160.01%0.02%0.04%Q3 2014Q3 202324
JFS WEALTH ADVISORS, LLC 1770.00%0.00%0.01%Q2 2014Q3 202324
Matthew Goff Investment Advisor, LLC 2130.17%0.24%0.33%Q3 2017Q3 202324
OPPENHEIMER & CO INC 1210.00%0.01%0.02%Q4 2014Q3 202324
CHEMICAL BANK 24240.03%0.04%0.06%Q3 2013Q2 201924
OneDigital Investment Advisors LLC 1910.00%0.18%0.38%Q2 2017Q3 202324
Krilogy Financial LLC 2310.08%0.16%0.34%Q3 2015Q3 202124
Front Row Advisors LLC 24240.04%0.05%0.08%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.02%0.14%0.76%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.30%0.46%1.10%Q4 2017Q3 202324
Clearwater Capital Advisors, LLC 23230.03%0.20%0.37%Q2 2016Q4 202123
Evensky & Katz LLC 23230.00%0.00%0.00%Q2 2013Q4 201823
Jaffetilchin Investment Partners, LLC 1210.02%0.60%2.06%Q2 2013Q3 202323
SIGNATUREFD, LLC 2210.00%0.01%0.02%Q2 2013Q3 202323
Intercontinental Wealth Advisors, LLC 13100.06%0.09%0.15%Q2 2017Q2 202323
Chesapeake Wealth Management 23230.35%0.47%0.67%Q1 2018Q3 202323
HCR Wealth Advisors 910.01%0.21%1.33%Q1 2017Q2 202323
GABLES CAPITAL MANAGEMENT INC. 23230.13%0.32%0.43%Q1 2018Q3 202323
Global Retirement Partners, LLC 1330.00%0.06%0.26%Q4 2016Q3 202323
IPG Investment Advisors LLC 23230.19%0.27%0.45%Q4 2013Q2 201923
CONFLUENCE INVESTMENT MANAGEMENT LLC 23230.02%0.24%0.89%Q2 2013Q4 201823
JANE STREET GROUP, LLC 710.00%0.00%0.02%Q4 2014Q1 202323
AllSquare Wealth Management LLC 22220.03%0.06%0.07%Q2 2018Q3 202322
Capital Advisory Group Advisory Services, LLC 2110.13%0.21%0.29%Q1 2018Q3 202322
Capital Investment Advisors, LLC 1510.01%0.01%0.03%Q4 2013Q4 202322
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1310.00%0.03%0.14%Q4 2013Q3 202322
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q2 2017Q3 202322
BANQUE PICTET & CIE SA 22220.00%0.02%0.11%Q4 2013Q1 201922
Parallel Advisors, LLC 11110.00%0.01%0.04%Q4 2016Q3 202322
REILLY FINANCIAL ADVISORS, LLC 22220.01%0.01%0.01%Q3 2016Q4 202122
PARK NATIONAL CORP /OH/ 22220.01%0.02%0.03%Q2 2013Q3 201822
Glenview Trust Co 2010.01%0.04%0.13%Q4 2015Q3 202322
LINCOLN NATIONAL CORP 1650.01%0.01%0.02%Q4 2017Q3 202321
SG Americas Securities, LLC 1010.00%0.10%0.72%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.17%Q3 2018Q3 202321
COMMERCE BANK 21210.01%0.01%0.01%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.01%0.01%0.02%Q1 2017Q3 202321
Sunbelt Securities, Inc. 1240.03%0.10%0.27%Q3 2017Q3 202321
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.43%1.40%Q4 2014Q3 201920
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
COMERICA BANK 1510.00%0.01%0.01%Q1 2015Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.02%0.06%Q4 2017Q4 202220
Ancora Advisors LLC 20200.02%0.03%0.22%Q4 2018Q3 202320
DAGCO, INC. 20200.19%0.48%1.32%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.01%0.07%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.31%0.37%0.45%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.05%0.13%Q4 2017Q3 202220
DEUTSCHE BANK AG\ 940.00%0.00%0.00%Q3 2013Q2 202219
Realta Investment Advisors 19190.02%0.11%0.25%Q1 2019Q3 202319
RPg Family Wealth Advisory, LLC 840.01%0.20%0.38%Q3 2016Q1 202219
Archer Investment Corp 1090.08%0.09%0.12%Q4 2018Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.01%0.01%Q1 2019Q3 202319
Capital Analysts, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Gerber Kawasaki Wealth & Investment Management 1270.01%0.23%0.31%Q4 2018Q3 202319
WOLVERINE TRADING, LLC 910.00%0.00%0.01%Q2 2016Q4 201819
AVANTAX ADVISORY SERVICES, INC. 1530.00%0.01%0.07%Q4 2018Q3 202318
Chicago Partners Investment Group LLC 1440.01%0.03%0.04%Q4 2017Q3 202318
RAYMOND JAMES TRUST N.A. 1170.01%0.02%0.03%Q2 2017Q3 202318
RPG Investment Advisory, LLC 18180.00%0.01%0.01%Q2 2017Q3 202118
Evanson Asset Management, LLC 18180.04%0.06%0.07%Q4 2017Q1 202218
Commonwealth Equity Services, Inc 18180.01%0.04%0.11%Q2 2013Q3 201718
First Personal Financial Services 18180.00%0.00%0.00%Q2 2019Q3 202318
Peachtree Investment Advisors, Inc. 18180.02%1.35%2.23%Q3 2014Q4 201818
M Holdings Securities, Inc. 1110.03%0.19%0.48%Q3 2016Q1 202317
Gryphon Financial Partners LLC 1430.06%0.09%0.11%Q4 2017Q3 202317
CPWM, LLC 1030.02%0.03%0.04%Q1 2018Q3 202217
Vantage Investment Advisors, LLC 1160.00%0.02%0.02%Q4 2013Q3 201817
FIRST MERCHANTS CORP 17170.02%0.02%0.04%Q3 2019Q3 202317
MILLENNIUM MANAGEMENT LLC 1210.00%0.00%0.00%Q1 2015Q3 202317
GILL CAPITAL PARTNERS, LLC 1610.18%0.25%0.48%Q4 2018Q4 202317
Royal Fund Management, LLC 1430.00%0.01%0.05%Q4 2016Q4 202117
ADELL HARRIMAN & CARPENTER INC 17170.04%0.06%0.12%Q3 2019Q3 202317
SCHRODER INVESTMENT MANAGEMENT GROUP 810.00%0.03%0.10%Q3 2013Q2 202117
Apriem Advisors 1610.01%0.03%0.04%Q2 2013Q2 201817
Meridian Wealth Management, LLC 1110.02%0.06%0.15%Q1 2017Q3 202317
CIM, LLC 17170.74%1.43%1.89%Q4 2018Q4 202217
Winfield Associates, Inc. 17170.01%0.01%0.02%Q4 2013Q4 201717
Timber Hill LLC 1210.01%0.02%0.06%Q2 2013Q4 201717
NatWest Group plc 17170.01%0.08%0.20%Q3 2013Q3 201717
Belpointe Asset Management LLC 1610.01%0.02%0.06%Q4 2017Q1 202317
Summit Equities Inc 17170.06%0.09%0.13%Q1 2014Q1 201817
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Plante Moran Financial Advisors, LLC 1410.00%0.07%0.24%Q4 2016Q4 202216
Center for Financial Planning, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.03%0.04%0.05%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.12%0.86%Q2 2018Q3 202316
MAGNOLIA CAPITAL MANAGEMENT LTD 16160.59%0.76%1.20%Q4 2019Q3 202316
NORTHERN TRUST CORP 1210.00%0.00%0.00%Q4 2014Q4 202116
Stonebridge Financial Planning Group, LLC 16160.35%0.50%1.08%Q4 2019Q3 202316
Qube Research & Technologies Ltd 16160.00%0.05%0.15%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.18%0.38%0.84%Q4 2019Q3 202316
Sargent Investment Group, LLC 16160.09%0.13%0.29%Q3 2019Q2 202316
XML Financial, LLC 16160.56%0.81%1.45%Q4 2019Q3 202316
Private Capital Group, LLC 16160.00%0.01%0.01%Q4 2017Q3 202116
ATTICUS WEALTH MANAGEMENT, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
THOMPSON DAVIS & CO., INC. 16160.02%0.04%0.08%Q3 2014Q2 201816
VICUS CAPITAL 930.03%0.06%0.18%Q2 2016Q2 202216
Magnus Financial Group LLC 1410.04%1.77%2.82%Q1 2019Q3 202316
Koshinski Asset Management, Inc. 16160.03%0.05%0.06%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
SII INVESTMENTS INC/WI 15150.03%0.03%0.05%Q1 2014Q3 201715
F3Logic, LLC 1050.03%0.48%2.48%Q1 2018Q1 202215
Csenge Advisory Group 1410.01%0.06%0.16%Q3 2018Q3 202315
Mariner, LLC 710.00%0.01%0.02%Q2 2014Q3 202315
MITCHELL SINKLER & STARR/PA 1140.30%0.54%0.65%Q3 2015Q2 201915
Advisor Group, Inc. 15150.02%0.05%0.12%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
ROPES WEALTH ADVISORS LLC 1230.00%0.04%0.06%Q1 2018Q3 202315
NewEdge Advisors, LLC 1410.01%0.01%0.05%Q2 2017Q3 202315
MSI Financial Services Inc 15150.03%0.07%0.12%Q2 2013Q4 201615
Atlas Brown,Inc. 710.09%0.14%0.21%Q4 2018Q3 202315
BEAM WEALTH ADVISORS, INC. 15150.48%1.80%2.72%Q1 2020Q3 202315
BREMER TRUST NATIONAL ASSOCIATION 15150.04%0.07%0.09%Q2 2015Q4 201815
HC Advisors, LLC 1412.65%3.37%4.99%Q4 2019Q3 202315
First Citizens Financial Corp 1323.42%3.80%4.16%Q4 2019Q3 202315
Quantitative Investment Management, LLC 510.00%0.11%0.36%Q3 2013Q3 202115
KEELEY ASSET MANAGEMENT CORP 15150.00%0.02%0.04%Q2 2013Q4 201615
PRUDENT INVESTORS NETWORK, INC. 1320.10%0.19%0.46%Q4 2019Q3 202315
Arkadios Wealth Advisors 1320.00%0.02%0.04%Q4 2019Q3 202315
FineMark National Bank & Trust 15150.00%0.00%0.01%Q2 2013Q4 201615
Simplicity Solutions, LLC 510.01%0.24%2.24%Q2 2015Q4 201914
Patriot Financial Group Insurance Agency, LLC 860.00%0.02%0.06%Q4 2016Q1 202214
HRT FINANCIAL LP 710.01%0.13%0.67%Q2 2015Q4 202214
SIMPLEX TRADING, LLC 510.00%0.01%0.03%Q2 2015Q2 202314
BANK OF NOVA SCOTIA 630.00%0.00%0.01%Q1 2013Q1 202114
Fisher Asset Management, LLC 14140.02%0.05%0.10%Q2 2020Q3 202314
NorthRock Partners, LLC 1220.02%0.03%0.05%Q3 2019Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Institute for Wealth Management, LLC. 1130.06%2.32%4.90%Q2 2013Q4 201914
GRIMES & COMPANY, INC. 860.03%0.57%1.88%Q4 2016Q1 202214
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
Bank of New York Mellon Corp 1010.00%0.00%0.00%Q4 2014Q3 202314
COMERICA SECURITIES,INC. 1040.02%0.06%0.20%Q1 2019Q1 202314
LBA Wealth Management, LLC 14140.05%0.11%0.20%Q4 2013Q1 201714
NAVELLIER & ASSOCIATES INC 410.06%0.44%1.32%Q2 2015Q3 202114
Carnegie Capital Asset Management, LLC 1210.01%0.01%0.03%Q3 2018Q3 202314
Cetera Investment Advisers 14140.01%0.03%0.12%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 1110.00%0.03%0.05%Q2 2014Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.00%0.00%Q2 2013Q2 201613
Founders Financial Alliance, LLC 13130.00%0.03%0.20%Q3 2020Q3 202313
LifePlan Financial Group, Inc 1120.00%0.01%0.02%Q4 2013Q3 202013
Sowa Financial Group, Inc. 13130.78%1.67%3.23%Q4 2019Q4 202213
NATIONAL PLANNING CORP 510.02%0.10%0.23%Q2 2013Q3 201713
CENTAURUS FINANCIAL, INC. 710.01%0.04%0.14%Q1 2018Q1 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
CX Institutional 710.01%0.11%0.32%Q4 2018Q3 202313
CAPTRUST FINANCIAL ADVISORS 1110.00%0.00%0.01%Q4 2018Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Aveo Capital Partners, LLC 13130.09%0.43%0.75%Q4 2016Q4 201913
WFG Advisors, LP 810.00%0.01%0.04%Q2 2013Q2 201713
Mandatum Life Insurance Co Ltd 13130.06%0.09%0.14%Q3 2020Q3 202313
First Heartland Consultants, Inc. 810.01%0.11%0.22%Q2 2013Q2 202313
SevenBridge Financial Group, LLC 13130.01%0.02%0.02%Q2 2016Q2 201913
Freedom Investment Management, Inc. 820.02%0.08%0.14%Q1 2013Q4 201613
MTM Investment Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Wealth Management Partners, LLC 12120.34%0.41%0.49%Q4 2020Q3 202312
Atlas Private Wealth Advisors 12120.21%0.29%0.42%Q2 2020Q1 202312
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
CFM WEALTH PARTNERS LLC 1110.01%0.08%0.09%Q4 2019Q3 202312
BREWIN DOLPHIN LTD 840.00%0.01%0.02%Q3 2017Q1 202212
Nan Shan Life Insurance Co., Ltd. 910.08%1.15%2.80%Q4 2013Q2 201812
FIFTH THIRD SECURITIES, INC. 810.13%0.67%1.51%Q1 2016Q4 202112
Bond & Devick Financial Network, Inc. 12120.17%0.23%0.30%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.07%0.08%0.09%Q4 2020Q3 202312
Virtu KCG Holdings LLC 810.00%0.01%0.03%Q3 2013Q1 201712
Navis Wealth Advisors, LLC 12120.50%0.83%1.19%Q4 2020Q3 202312
AdvisorNet Financial, Inc 750.00%0.03%0.12%Q4 2018Q3 202312
Atria Investments, Inc 710.02%0.18%1.51%Q2 2013Q3 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Independence Bank of Kentucky 12120.03%0.04%0.04%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.06%0.08%0.13%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.10%0.52%1.95%Q4 2020Q3 202312
MONETARY MANAGEMENT GROUP INC 930.01%0.05%0.08%Q2 2013Q4 201612
BANK HAPOALIM BM 1021.38%2.13%2.71%Q3 2015Q4 201812
HSBC HOLDINGS PLC 840.00%0.00%0.00%Q4 2013Q4 202212
SEI INVESTMENTS CO 11110.00%0.00%0.00%Q4 2015Q2 201811
Litman Gregory Wealth Management LLC 11110.01%0.01%0.01%Q3 2018Q1 202111
WP Advisors, LLC 610.10%0.13%0.21%Q2 2018Q4 202211
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
Beacon Pointe Advisors, LLC 1010.01%0.01%0.02%Q4 2020Q3 202311
BUTENSKY & COHEN FINANCIAL SECURITY, INC 11110.01%0.02%0.03%Q4 2014Q2 201711
Bison Wealth, LLC 11110.00%0.01%0.07%Q4 2019Q2 202211
Pettinga Financial Advisors LLC 710.05%0.54%1.05%Q4 2018Q4 202111
Rollins Financial 830.11%0.28%0.44%Q4 2020Q3 202311
Annex Advisory Services, LLC 11110.08%2.83%5.65%Q2 2013Q4 201511
BlackRock Investment Management, LLC 11110.02%0.04%0.13%Q2 2014Q4 201611
Spire Wealth Management 11110.00%0.01%0.05%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.02%0.03%0.05%Q4 2020Q2 202311
WEALTHSOURCE PARTNERS, LLC 830.02%0.07%0.23%Q2 2019Q2 202211
YHB Investment Advisors, Inc. 920.02%0.03%0.06%Q4 2019Q1 202311
Eagle Capital Management, LLC 11110.24%0.34%0.65%Q2 2020Q4 202211
Baird Financial Group, Inc. 920.00%0.00%0.01%Q2 2018Q1 202311
STRATEGIC WEALTH MANAGEMENT INC 11110.70%0.91%1.65%Q4 2012Q2 201511
BLACKROCK ADVISORS LLC 11110.06%0.09%0.18%Q2 2014Q4 201611
Giverny Capital 11110.01%0.01%0.02%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.06%0.08%Q1 2021Q3 202311
CAPITAL FUND MANAGEMENT S.A. 520.01%0.03%0.06%Q4 2016Q1 202011
BNP PARIBAS FINANCIAL MARKETS 410.00%0.03%0.23%Q2 2014Q3 202311
Addison Advisors LLC 1010.00%0.00%0.01%Q4 2020Q3 202311
TSFG, LLC 11110.01%0.03%0.03%Q2 2020Q4 202211
Partnervest Advisory Services LLC 11110.68%1.09%1.41%Q2 2013Q4 201511
FLAGSHIP HARBOR ADVISORS, LLC 1010.00%0.01%0.06%Q4 2017Q3 202011
JOHNSON INVESTMENT COUNSEL INC 910.00%0.01%0.01%Q4 2016Q2 202011
Capital Investment Advisory Services, LLC 11110.00%0.00%0.00%Q4 2018Q2 202111
MinichMacGregor Wealth Management, LLC 11110.01%0.02%0.02%Q1 2016Q3 201811
Integrated Wealth Concepts LLC 10100.00%0.01%0.04%Q2 2021Q3 202310
Brookstone Capital Management 410.00%0.43%1.37%Q4 2014Q4 202210
Risk Paradigm Group, LLC 10100.41%0.76%1.39%Q3 2016Q4 201810
Ameritas Investment Company, LLC 910.01%0.06%0.10%Q1 2019Q3 202110
COMERICA SECURITIES INC 820.10%0.15%0.17%Q2 2015Q4 201810
Kalos Management, Inc. 510.06%0.34%1.05%Q4 2019Q2 202310
MUFG Americas Holdings Corp 10100.00%0.00%0.00%Q2 2020Q3 202210
Ausdal Financial Partners, Inc. 510.07%0.11%0.18%Q4 2015Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Rehmann Capital Advisory Group 610.00%0.01%0.02%Q1 2018Q3 202310
Joseph P. Lucia & Associates, LLC 420.01%0.03%0.04%Q3 2019Q2 202210
BESSEMER GROUP INC 10100.00%0.00%0.00%Q2 2020Q3 202210
NORTHERN CAPITAL MANAGEMENT LLC 10100.09%0.14%0.19%Q3 2014Q4 201610
Commonwealth Financial Services, LLC 810.01%1.01%3.67%Q4 2014Q3 202310
Equitable Holdings, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
JT Stratford LLC 10100.07%0.10%0.12%Q2 2021Q3 202310
Snowden Capital Advisors LLC 810.01%0.04%0.09%Q1 2017Q3 202310
Renaissance Technologies 410.00%0.00%0.00%Q4 2018Q4 202210
FLOW TRADERS U.S. LLC 520.00%0.09%0.16%Q3 2020Q3 202310
Steinberg Global Asset Management 10100.04%0.14%0.30%Q4 2016Q1 201910
REGIONS FINANCIAL CORP 990.00%0.00%0.01%Q1 2017Q1 20199
Financial Partners Group, Inc 720.06%0.59%2.50%Q2 2020Q4 20229
CAPE ANN SAVINGS BANK 810.27%0.29%0.32%Q2 2014Q1 20179
Essex LLC 990.38%0.59%0.67%Q3 2021Q3 20239
Clarus Wealth Advisors 420.09%0.64%1.22%Q4 2017Q2 20209
Maryland Capital Management 810.04%0.09%0.15%Q1 2015Q3 20189
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 990.02%0.02%0.03%Q4 2020Q4 20229
Horan Securities, Inc. 720.00%0.01%0.01%Q1 2021Q2 20239
Sowell Financial Services LLC 720.01%0.07%0.24%Q4 2018Q1 20219
VALLEY NATIONAL ADVISERS INC 990.00%0.00%0.00%Q2 2021Q2 20239
SRS Capital Advisors, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Karp Capital Management Corp 540.03%0.42%0.75%Q4 2014Q1 20229
SMITH, MOORE & CO. 540.03%0.03%0.04%Q2 2021Q3 20239
PRUDENTIAL FINANCIAL INC 610.00%0.03%0.20%Q3 2018Q3 20229
COLONY GROUP LLC 510.00%0.04%0.12%Q4 2015Q1 20239
Camarda Financial Advisors, LLC 880.01%0.10%0.19%Q1 2014Q4 20158
Summit X, LLC 710.01%0.80%1.75%Q2 2017Q3 20208
Orion Portfolio Solutions, LLC 530.01%0.08%0.38%Q4 2019Q1 20228
GREENLEAF TRUST 440.00%0.00%0.00%Q4 2017Q4 20198
Valeo Financial Advisors, LLC 880.00%0.01%0.01%Q1 2019Q4 20208
MGO ONE SEVEN LLC 510.01%0.04%0.06%Q4 2017Q4 20228
TimeScale Financial, Inc. 620.00%0.00%0.01%Q4 2019Q2 20238
Key Client Fiduciary Advisors, LLC 880.13%0.19%0.29%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.27%0.30%0.32%Q4 2021Q3 20238
HFG Advisors, Inc. 880.52%0.63%0.79%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.00%0.00%Q4 2017Q3 20198
C2C Wealth Management, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Rise Advisors, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.04%0.04%0.05%Q4 2019Q3 20218
Aspire Wealth Management Corp 880.02%0.02%0.02%Q4 2021Q3 20238
Visionary Wealth Advisors 880.04%0.07%0.08%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.01%0.02%Q4 2020Q1 20238
Field & Main Bank 880.01%0.01%0.02%Q2 2020Q1 20228
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.02%0.03%Q3 2021Q3 20238
Kistler-Tiffany Companies, LLC 880.00%0.00%0.01%Q1 2015Q4 20168
PSI Advisors, LLC 710.01%0.01%0.01%Q4 2019Q1 20238
Laidlaw Wealth Management LLC 880.06%0.10%0.17%Q4 2021Q3 20238
Sequoia Wealth Management, LLC 620.41%1.50%2.27%Q4 2017Q4 20198
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 880.37%1.09%1.76%Q2 2013Q1 20158
PineBridge Investments, L.P. 710.01%0.03%0.04%Q2 2017Q3 20198
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.21%1.02%2.11%Q4 2021Q3 20238
ETFIDEA, LLC 882.56%2.70%2.86%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Cadent Capital Advisors, LLC 880.15%0.25%0.31%Q4 2020Q3 20228
PGIM Custom Harvest LLC 440.27%0.50%0.69%Q4 2020Q3 20238
WULFF, HANSEN & CO. 880.27%0.32%0.38%Q4 2021Q3 20238
GDS Wealth Management 881.71%1.87%2.05%Q4 2021Q3 20238
Virtu Financial LLC 410.03%0.37%1.92%Q4 2014Q4 20188
PICTET ASSET MANAGEMENT LTD 510.01%0.11%0.25%Q1 2014Q2 20178
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Vontobel Holding Ltd. 710.00%0.01%0.01%Q4 2020Q3 20238
Virtue Capital Management, LLC 510.15%0.26%0.46%Q1 2021Q3 20238
Anchor Investment Management, LLC 880.00%0.01%0.01%Q1 2022Q4 20238
PFG Advisors 710.05%0.29%0.51%Q4 2017Q4 20198
MMBG INVESTMENT ADVISORS CO. 880.15%0.16%0.18%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.14%0.80%1.43%Q4 2021Q3 20238
WHITENER CAPITAL MANAGEMENT, INC. 510.00%0.01%0.08%Q4 2017Q3 20238
Ameritas Advisory Services, LLC 880.06%0.08%0.16%Q4 2021Q3 20238
Rosenberg Matthew Hamilton 770.01%0.02%0.02%Q3 2021Q1 20237
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 430.02%0.05%0.08%Q4 2018Q3 20217
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Vahanian & Associates Financial Planning Inc. 520.51%0.93%1.38%Q4 2021Q3 20237
MACQUARIE GROUP LTD 770.00%0.00%0.01%Q3 2013Q1 20157
HAZLETT, BURT & WATSON, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Jacobi Capital Management LLC 520.00%0.00%0.01%Q4 2018Q3 20217
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
TCF National Bank 770.03%0.03%0.04%Q3 2019Q1 20217
Fort Point Capital Partners LLC 770.03%0.04%0.04%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.21%0.39%Q2 2013Q4 20147
B. Riley Wealth Management, Inc. 610.00%0.02%0.03%Q1 2014Q2 20227
Cobble Hill Financial Services, INC 770.05%0.08%0.10%Q1 2013Q3 20147
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.01%0.02%0.03%Q1 2019Q4 20227
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.04%0.04%Q4 2021Q2 20237
COZAD ASSET MANAGEMENT INC 770.10%0.10%0.11%Q2 2018Q4 20197
SUNTRUST BANKS INC 520.00%0.01%0.02%Q4 2016Q1 20197
American Financial Network Advisory Services LLC 610.08%0.12%0.16%Q3 2017Q2 20197
ASSET MANAGEMENT CORP /IL/ /ADV 610.12%0.62%0.84%Q4 2020Q1 20237
Concert Wealth Management Inc. 410.03%0.08%0.15%Q4 2014Q1 20177
BECK CAPITAL MANAGEMENT, LLC 770.33%0.41%0.49%Q4 2013Q2 20157
Placemark Investments, Inc. 770.02%0.14%0.74%Q2 2013Q4 20147
Axiom Investment Management LLC 770.00%0.01%0.02%Q1 2019Q3 20207
Tyler-Stone Wealth Management 520.08%0.12%0.14%Q4 2021Q3 20237
AlphaStar Capital Management, LLC 770.02%0.15%0.28%Q3 2020Q1 20227
WINTRUST INVESTMENTS LLC 430.03%0.05%0.06%Q4 2017Q4 20197
Clear Creek Financial Management, LLC 610.04%0.05%0.09%Q3 2021Q2 20237
BALLAST ADVISORS LLC 770.01%0.01%0.02%Q4 2019Q2 20217
PACIFIC SUN FINANCIAL CORP 610.15%0.22%0.28%Q3 2021Q2 20237
Argentus Capital Management, LLC 430.00%0.08%0.18%Q2 2013Q2 20167
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Wealthcare Advisory Partners LLC 510.00%0.01%0.02%Q3 2017Q3 20237
Occidental Asset Management, LLC 770.07%0.11%0.13%Q4 2020Q2 20227
Fulcrum Equity Management 510.19%0.59%1.90%Q3 2019Q4 20217
True Link Financial Advisors, LLC 660.04%0.10%0.16%Q4 2020Q1 20226
High Net Worth Advisory Group LLC 510.04%0.06%0.08%Q4 2021Q4 20236
Financial Advocates Investment Management 420.02%0.03%0.03%Q4 2017Q2 20196
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Larson Financial Group LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Edmond de Rothschild (Europe) 660.01%0.06%0.12%Q2 2015Q3 20166
Choate Investment Advisors 660.03%0.03%0.04%Q4 2018Q1 20206
New Millennium Group LLC 660.01%1.12%3.54%Q2 2022Q3 20236
ADIRONDACK TRUST CO 660.01%0.01%0.02%Q2 2022Q3 20236
Aevitas Wealth Management, Inc. 660.02%0.02%0.02%Q4 2017Q1 20196
Legacy Wealth Planning, LLC 510.24%0.26%0.31%Q4 2019Q1 20226
Concentrum Wealth Management 660.19%0.31%0.42%Q4 2021Q1 20236
United Capital Management of KS, Inc. 660.14%0.20%0.24%Q3 2018Q4 20196
Catamount Wealth Management 660.00%0.00%0.00%Q1 2015Q2 20166
UBS AG 660.01%0.02%0.04%Q2 2013Q3 20146
Haverford Trust Co 510.01%0.01%0.02%Q3 2019Q3 20236
Neuberger Berman Group LLC 660.00%0.01%0.01%Q2 2017Q3 20186
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.04%0.04%0.05%Q2 2021Q3 20226
CITY NATIONAL BANK 660.00%0.00%0.01%Q2 2014Q3 20156
HABERER REGISTERED INVESTMENT ADVISOR INC 660.01%0.01%0.01%Q2 2013Q3 20146
FUKOKU MUTUAL LIFE INSURANCE Co 510.08%0.66%1.51%Q4 2014Q4 20196
QUANTUM CAPITAL MANAGEMENT 510.00%0.01%0.02%Q4 2013Q3 20206
KEYBANK NATIONAL ASSOCIATION/OH 420.00%0.00%0.00%Q4 2012Q3 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Advisory Alpha, LLC 310.02%0.03%0.05%Q1 2019Q4 20216
Baltimore-Washington Financial Advisors, Inc. 660.05%0.06%0.07%Q4 2017Q1 20196
FOUNDERS FINANCIAL SECURITIES LLC 660.07%0.17%0.20%Q2 2022Q3 20236
Patten Group, Inc. 660.01%0.01%0.01%Q3 2017Q4 20186
FIL Ltd 510.00%0.00%0.00%Q2 2019Q2 20236
Sound Income Strategies, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
IFC Holdings Incorporated/FL 550.04%0.07%0.11%Q4 2016Q4 20175
CSS LLC/IL 310.02%0.12%0.37%Q1 2014Q4 20155
MYCIO WEALTH PARTNERS, LLC 550.04%0.04%0.04%Q4 2018Q4 20195
BARINGS LLC 310.02%0.20%0.37%Q1 2017Q3 20215
Evercore Wealth Management, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Western Wealth Management, LLC 550.04%0.06%0.09%Q4 2018Q4 20195
O'Dell Group, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Brinker Capital Investments, LLC 550.15%0.21%0.25%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.30%0.47%0.79%Q4 2016Q4 20175
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q4 2016Q4 20175
AVIANCE CAPITAL MANAGEMENT, LLC 550.00%0.35%0.65%Q3 2013Q3 20145
Barber Financial Group, Inc. 210.06%0.12%0.18%Q4 2016Q4 20195
Main Management LLC 410.04%0.10%0.30%Q4 2015Q3 20195
Investment Advisory Group, LLC 210.11%0.13%0.16%Q4 2021Q3 20235
Hamilton Wealth, LLC 555.11%5.36%5.91%Q4 2018Q4 20195
Banque Cantonale Vaudoise 550.00%0.00%0.00%Q4 2021Q4 20225
WealthBridge Capital Management, LLC 550.27%0.33%0.42%Q4 2018Q4 20195
1832 Asset Management L.P. 310.00%0.01%0.03%Q4 2016Q2 20235
10-15 ASSOCIATES, INC. 550.20%0.21%0.22%Q2 2016Q2 20175
Compass Wealth Management LLC 550.02%0.02%0.03%Q4 2022Q4 20235
PEAPACK GLADSTONE FINANCIAL CORP 550.02%0.03%0.03%Q3 2022Q3 20235
RMB Capital Management, LLC 550.01%0.02%0.02%Q1 2016Q1 20175
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
SSI INVESTMENT MANAGEMENT LLC 550.15%0.22%0.32%Q2 2015Q2 20165
EFG Asset Management (Americas) Corp. 310.06%0.10%0.26%Q2 2015Q4 20195
NewSquare Capital LLC 410.00%0.00%0.01%Q4 2014Q3 20235
Wealth Management Solutions, LLC 550.11%0.15%0.25%Q4 2021Q4 20225
Covington Capital Management 550.00%0.00%0.00%Q3 2021Q3 20225
55I, LLC 320.01%0.07%0.33%Q3 2020Q2 20225
Advanced Asset Management Advisors Inc 550.08%0.10%0.10%Q1 2019Q1 20205
EDMOND DE ROTHSCHILD (SUISSE) S.A. 410.01%0.17%0.28%Q2 2015Q3 20165
Transform Wealth, LLC 550.04%0.06%0.09%Q4 2018Q4 20195
Country Club Trust Company, n.a. 410.02%0.03%0.04%Q3 2017Q4 20185
DOWLING & YAHNKE LLC 320.01%0.02%0.05%Q3 2019Q3 20215
Glassman Wealth Services 410.00%0.00%0.01%Q4 2020Q3 20225
Blue Granite Capital, LLC 550.01%0.01%0.01%Q4 2016Q4 20175
BOSTON RESEARCH & MANAGEMENT INC 550.21%0.22%0.22%Q4 2018Q4 20195
NOMURA ASSET MANAGEMENT CO LTD 550.00%0.00%0.00%Q4 2021Q4 20225
PRIVATE TRUST CO NA 410.00%0.00%0.00%Q2 2022Q3 20235
Beaumont Financial Partners, LLC 310.36%1.04%2.08%Q3 2013Q3 20165
JACKSON SQUARE CAPITAL, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Tevis Investment Management 440.02%0.08%0.16%Q4 2021Q3 20224
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.08%0.09%0.09%Q4 2022Q3 20234
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Gravity Asset Management, Inc. 310.00%0.02%0.02%Q1 2018Q1 20194
Pflug Koory, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
WESPAC Advisors, LLC 440.16%0.72%1.30%Q1 2021Q4 20214
WJ Wealth Management, LLC 440.27%0.57%1.35%Q2 2021Q1 20224
CENTRAL TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
N.E.W. Advisory Services LLC 310.03%0.04%0.04%Q1 2021Q1 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Thai Life Insurance PCL. 4411.90%14.77%18.31%Q4 2016Q3 20174
Li Winifred I 440.03%0.04%0.04%Q2 2013Q1 20144
Financial Freedom, LLC 440.24%0.25%0.25%Q4 2022Q3 20234
Bremer Bank National Association 440.04%0.05%0.05%Q1 2019Q4 20194
Demars Financial Group, LLC 441.17%1.40%1.73%Q4 2019Q3 20204
Kore Private Wealth LLC 210.00%0.05%0.17%Q4 2018Q3 20214
Family Asset Management, LLC 440.05%0.07%0.12%Q4 2022Q3 20234
Trust Co 440.00%0.00%0.00%Q4 2021Q3 20224
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.01%0.03%Q1 2020Q4 20214
Advisors Preferred, LLC 210.02%4.34%10.10%Q4 2015Q3 20214
FDx Advisors, Inc. 210.01%0.03%0.06%Q4 2014Q4 20164
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
Ken Stern & Associates, Inc. 443.24%3.35%3.46%Q3 2017Q2 20184
Verum Partners LLC 440.10%0.20%0.28%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
J.W. COLE ADVISORS, INC. 210.03%0.05%0.07%Q3 2020Q4 20214
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.01%Q4 2013Q2 20184
Arrow Investment Advisors, LLC 312.58%2.98%3.61%Q2 2013Q4 20144
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.02%0.04%Q2 2017Q4 20184
CoreCap Advisors, LLC 310.02%0.07%0.12%Q4 2021Q4 20224
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Altavista Wealth Management, Inc. 440.05%0.05%0.05%Q1 2021Q4 20214
Congress Wealth Management LLC / DE / 440.01%0.01%0.01%Q4 2021Q3 20224
InterOcean Capital, LLC 310.06%0.11%0.14%Q2 2015Q4 20164
HF Advisory Group, LLC 440.26%0.28%0.33%Q4 2022Q3 20234
Pinnacle Family Advisors, LLC 210.53%1.42%1.80%Q4 2016Q4 20194
Joel Isaacson & Co., LLC 440.04%0.05%0.05%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Spruce Investment Advisors LLC 440.00%0.01%0.02%Q4 2016Q3 20174
Total Clarity Wealth Management, Inc. 210.02%0.02%0.03%Q1 2021Q2 20224
Valmark Advisers, Inc. 310.00%0.00%0.01%Q2 2022Q3 20234
Goodwin Investment Advisory 440.00%0.34%0.67%Q2 2021Q1 20224
Round Table Services, LLC 440.04%0.04%0.04%Q4 2021Q3 20224
CALDWELL SUTTER CAPITAL, INC. 440.02%0.03%0.04%Q4 2022Q3 20234
Pinnacle Summer Investments, Inc. 440.00%0.00%0.00%Q4 2013Q3 20144
TEXAS PERMANENT SCHOOL FUND CORP 440.01%0.01%0.02%Q2 2022Q1 20234
Taikang Asset Management (Hong Kong) Co Ltd 440.07%0.09%0.12%Q4 2017Q3 20184
Almanack Investment Partners, LLC. 310.02%0.03%0.07%Q3 2021Q3 20224
MOTCO 210.00%0.00%0.00%Q1 2017Q1 20203
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Apeiron RIA LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Scott Capital Advisors, LLC 210.12%0.14%0.15%Q4 2021Q4 20223
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Delta Financial Group, Inc. 210.12%0.12%0.12%Q4 2022Q3 20233
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
TWO SIGMA ADVISERS, LP 210.00%0.00%0.01%Q2 2017Q3 20183
Waldron Private Wealth LLC 330.03%0.03%0.03%Q4 2018Q2 20193
Cresset Asset Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Engrave Wealth Partners LLC 330.00%1.57%2.52%Q4 2019Q2 20203
FARMERS & MERCHANTS INVESTMENTS INC 330.00%0.00%0.01%Q4 2014Q2 20153
Accuvest Global Advisors 330.17%0.20%0.26%Q2 2014Q4 20143
Crosspoint Capital Strategies, LLC 210.00%0.01%0.02%Q1 2015Q4 20153
EverSource Wealth Advisors, LLC 210.00%0.00%0.00%Q1 2022Q1 20233
Harel Insurance Investments & Financial Services Ltd. 330.09%0.56%0.82%Q1 2017Q3 20173
Ellevest, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
CreativeOne Wealth, LLC 330.02%0.02%0.03%Q2 2021Q4 20213
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q1 2018Q3 20183
HOWE & RUSLING INC 330.00%0.00%0.00%Q3 2016Q1 20173
Dynamic Advisor Solutions LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Dorsey Wright & Associates 331.80%1.96%2.13%Q2 2013Q4 20133
IBEX WEALTH ADVISORS 110.01%0.03%0.06%Q4 2016Q3 20213
Braver Wealth Management, LLC 330.59%0.63%0.66%Q2 2013Q4 20133
Kellett Wealth Advisors, LLC 210.25%5.78%8.99%Q4 2021Q3 20233
CARDIFF PARK ADVISORS, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Itau Unibanco Holding S.A. 330.30%0.33%0.36%Q3 2016Q1 20173
Clearview Wealth Advisors LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Winslow, Evans & Crocker, Inc. 110.02%0.25%0.55%Q4 2014Q4 20203
STRINGER ASSET MANAGEMENT, LLC 210.71%0.86%1.04%Q4 2013Q3 20153
GREAT VALLEY ADVISOR GROUP, INC. 330.56%0.57%0.58%Q2 2019Q4 20193
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
GREAT WEST LIFE ASSURANCE CO /CAN/ 330.00%0.00%0.00%Q2 2014Q4 20143
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CenterStar Asset Management, LLC 110.00%0.00%0.01%Q3 2019Q2 20203
CALTON & ASSOCIATES, INC. 210.07%0.15%0.21%Q4 2019Q3 20213
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q2 2016Q4 20163
LFA - Lugano Financial Advisors SA 330.02%0.02%0.03%Q2 2018Q4 20183
VESTOR CAPITAL, LLC 330.02%0.02%0.02%Q4 2014Q2 20153
DAVIS R M INC 330.02%0.02%0.03%Q3 2013Q1 20143
Sonora Investment Management, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Prime Capital Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.03%0.03%0.04%Q4 2020Q2 20213
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
New Republic Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
GIRARD PARTNERS LTD. 330.00%0.03%0.05%Q3 2018Q1 20193
MEEDER ASSET MANAGEMENT INC 210.00%0.00%0.00%Q4 2019Q3 20223
Carroll Financial Associates, Inc. 330.00%0.01%0.02%Q1 2021Q3 20213
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q4 2017Q3 20183
Balentine LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Summit Trail Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
DRW Securities, LLC 330.02%0.06%0.13%Q2 2013Q4 20133
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LPWM LLC 330.12%0.15%0.21%Q1 2023Q3 20233
Castleview Partners, LLC 210.00%0.00%0.01%Q2 2021Q1 20223
Avior Wealth Management, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Pinnacle Private Wealth, LLC 330.13%0.15%0.17%Q4 2021Q2 20223
BAIRD ROBERT W & CO INC /WI/ 330.00%0.01%0.01%Q2 2013Q4 20133
Gupta Wealth Management LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Game Plan Financial Advisors, LLC 330.36%0.42%0.50%Q3 2021Q1 20223
Atria Wealth Solutions, Inc. 210.00%0.01%0.01%Q1 2022Q4 20223
MEITAV INVESTMENT HOUSE LTD 330.09%0.09%0.09%Q1 2023Q3 20233
Torch Wealth Management LLC 330.02%0.02%0.02%Q4 2013Q2 20143
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.00%Q4 2017Q1 20182
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
DOHJ, LLC 220.12%0.13%0.13%Q3 2021Q4 20212
Nikulski Financial, Inc. 220.34%0.37%0.41%Q2 2023Q3 20232
CREDIT AGRICOLE S A 110.00%0.01%0.02%Q4 2013Q4 20152
Quantitative Advantage, LLC 112.81%2.90%2.99%Q3 2014Q4 20152
Trexquant Investment LP 110.01%0.01%0.01%Q2 2022Q3 20232
Virtus ETF Advisers LLC 220.09%0.24%0.40%Q3 2016Q4 20162
MCIA Inc 220.00%0.00%0.00%Q2 2017Q3 20172
CEDAR CAPITAL, LLC 220.08%0.13%0.18%Q3 2016Q4 20162
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.01%Q1 2017Q3 20172
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.02%0.10%0.18%Q4 2019Q2 20212
1 NORTH WEALTH SERVICES LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Hilltop Holdings Inc. 110.52%0.56%0.59%Q4 2014Q2 20152
FIRST NEW YORK SECURITIES LLC /NY 220.00%0.01%0.01%Q2 2015Q3 20152
ABERDEEN ASSET MANAGEMENT PLC/UK 220.00%0.00%0.00%Q4 2016Q1 20172
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FIRST NATIONAL CORP /MA/ /ADV 220.04%0.04%0.04%Q4 2018Q1 20192
Concorde Asset Management, LLC 110.75%1.71%2.67%Q2 2015Q1 20172
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Parisi Gray Wealth Management 220.05%0.05%0.05%Q4 2018Q1 20192
Castle Rock Wealth Management, LLC 220.54%0.58%0.61%Q4 2017Q1 20182
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Berman Capital Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Teamwork Financial Advisors, LLC 220.24%0.25%0.26%Q1 2022Q2 20222
Psagot Value Holdings Ltd. 220.00%0.00%0.00%Q4 2019Q1 20202
Merit Financial Group, LLC 220.01%0.02%0.02%Q2 2022Q3 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.02%Q2 2013Q3 20132
Hoxton Financial, Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Peregrine Asset Advisers, Inc. 222.92%3.04%3.15%Q3 2014Q4 20142
Narwhal Capital Management 220.46%0.46%0.47%Q2 2013Q3 20132
Wolf Group Capital Advisors 220.14%0.14%0.14%Q2 2022Q3 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
FCG ADVISORS, LLC 110.10%0.16%0.22%Q1 2017Q1 20202
Davis Capital Management 220.04%0.05%0.05%Q1 2020Q2 20202
EWG Elevate Inc. 110.01%0.10%0.18%Q4 2019Q4 20222
WEST PACES ADVISORS INC. 220.01%0.01%0.01%Q2 2023Q3 20232
F-Squared Investment Management, LLC 113.03%3.49%3.95%Q4 2014Q2 20152
EP Wealth Advisors, LLC 220.00%0.01%0.01%Q1 2022Q2 20222
VAUGHAN & Co SECURITIES, INC. 220.00%0.00%0.00%Q4 2019Q1 20202
Aris Wealth Services, Inc. 220.03%0.03%0.03%Q1 2015Q2 20152
Secure Asset Management, LLC 220.26%0.26%0.26%Q1 2022Q2 20222
Missouri Trust & Investment Co 220.02%0.02%0.02%Q2 2023Q3 20232
AMERICAN CENTURY COMPANIES INC 220.00%0.00%0.00%Q4 2019Q1 20202
ClearBridge Investments 110.00%0.00%0.00%Q4 2013Q3 20172
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
SEAVIEW INVESTMENT MANAGERS LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Opera Trading Capital 110.02%0.08%0.13%Q4 2015Q2 20162
Prostatis Group LLC 110.04%0.08%0.12%Q4 2022Q2 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Altus Wealth Group LLC 220.00%0.01%0.01%Q4 2020Q1 20212
ALLSTATE CORP 221.27%1.74%2.22%Q2 2016Q3 20162
Founders Capital Management 220.01%0.01%0.01%Q3 2023Q4 20232
Blueshift Asset Management, LLC 220.04%0.06%0.08%Q2 2020Q3 20202
Holistic Financial Partners 220.04%0.04%0.04%Q4 2017Q1 20182
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Moloney Securities Asset Management, LLC 220.64%0.64%0.65%Q2 2021Q3 20212
Clear Perspective Advisors, LLC 220.08%0.08%0.08%Q4 2016Q1 20172
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Private Wealth Advisors, Inc. 220.16%0.17%0.18%Q3 2019Q4 20192
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.01%0.02%Q4 2019Q3 20222
Oxinas Partners Wealth Management LLC 220.33%0.34%0.35%Q3 2021Q4 20212
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
FolioMetrix LLC 221.86%1.94%2.03%Q1 2015Q2 20152
Laird Norton Wetherby Wealth Management, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
DeDora Capital, Inc. 110.00%0.00%0.00%Q4 2019Q1 20222
Financial Gravity Companies, Inc. 220.02%0.02%0.03%Q4 2017Q1 20182
Harvest Investment Services, LLC 220.18%0.19%0.20%Q3 2019Q4 20192
Koss-Olinger Consulting, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.02%Q1 2018Q2 20182
GPS Wealth Strategies Group, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Fiduciary Alliance LLC 110.03%0.04%0.04%Q4 2022Q2 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
NOMURA HOLDINGS INC 110.00%0.01%0.01%Q4 2012Q2 20132
Venturi Wealth Management, LLC 110.00%0.43%0.86%Q1 2020Q3 20232
Financial Management Professionals, Inc. 220.00%0.09%0.18%Q1 2023Q2 20232
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Stuart Chaussee & Associates, Inc. 110.02%0.07%0.11%Q4 2016Q2 20212
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q2 2018Q3 20232
Concord Wealth Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Chapwood Capital Investment Management, LLC 113.28%3.28%3.28%Q4 2019Q4 20191
Washington Trust Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MAI Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.05%0.05%0.05%Q4 2019Q4 20191
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.31%0.31%0.31%Q1 2017Q1 20171
Silicon Hills Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Ranch Capital Advisors Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
RATIONAL ADVISORS LLC 110.06%0.06%0.06%Q3 2009Q3 20091
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Tuttle Capital Management, LLC 111.86%1.86%1.86%Q2 2016Q2 20161
FSA Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 112.32%2.32%2.32%Q4 2019Q4 20191
TCI Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
ExodusPoint Capital Management, LP 110.03%0.03%0.03%Q4 2019Q4 20191
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MRA Associates USA LLC 110.24%0.24%0.24%Q3 2019Q3 20191
QCM Cayman, Ltd. 110.41%0.41%0.41%Q3 2020Q3 20201
CAZENOVE CAPITAL MANAGEMENT LTD 116.85%6.85%6.85%Q2 2013Q2 20131
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Weiss Asset Management LP 110.06%0.06%0.06%Q3 2017Q3 20171
Rice Partnership, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
OPTIMUM INVESTMENT ADVISORS 110.01%0.01%0.01%Q1 2015Q1 20151
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Pictet North America Advisors SA 110.05%0.05%0.05%Q2 2016Q2 20161
PVG Asset Management 110.11%0.11%0.11%Q4 2014Q4 20141
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q3 2017Q3 20171
Graypoint LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Friedenthal Financial 112.97%2.97%2.97%Q2 2018Q2 20181
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Stearns Financial Services Group 110.01%0.01%0.01%Q3 2020Q3 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Paragon Wealth Strategies, LLC 112.82%2.82%2.82%Q4 2021Q4 20211
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q3 2019Q3 20191
Marmo Financial Group, LLC 115.12%5.12%5.12%Q4 2022Q4 20221
Raub Brock Capital Management LP 110.08%0.08%0.08%Q4 2019Q4 20191
JOURNEY STRATEGIC WEALTH LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Verity Asset Management, Inc. 110.17%0.17%0.17%Q1 2017Q1 20171
Windsor Wealth Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2015Q4 20151
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CABOT WEALTH MANAGEMENT INC 110.06%0.06%0.06%Q1 2018Q1 20181
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Integrated Wealth Management 110.00%0.00%0.00%Q3 2016Q3 20161
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.26%0.26%0.26%Q3 2018Q3 20181
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
OLD MISSION CAPITAL LLC 110.03%0.03%0.03%Q1 2022Q1 20221
TFB Advisors LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Allegis Investment Advisors, LLC 110.07%0.07%0.07%Q1 2017Q1 20171
Turim 21 Investimentos Ltda. 110.04%0.04%0.04%Q3 2020Q3 20201
Circle Wealth Management, LLC 110.28%0.28%0.28%Q1 2020Q1 20201
AURORA FINANCIAL ADVISORS, LLC 110.26%0.26%0.26%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Personal Wealth Partners 110.05%0.05%0.05%Q2 2021Q2 20211
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.01%0.01%0.01%Q3 2016Q3 20161
Ascent Wealth Partners, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
TCG Advisors, LP 110.02%0.02%0.02%Q1 2019Q1 20191
Calamos Advisors LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2020Q2 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2018Q2 20181
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
West Coast Financial LLC 110.08%0.08%0.08%Q2 2016Q2 20161
GENWORTH FINANCIAL INC 110.91%0.91%0.91%Q2 2013Q2 20131
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
Aurora Private Wealth, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2020Q4 20201
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Perella Weinberg Partners Capital Management LP 110.52%0.52%0.52%Q4 2019Q4 20191
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q4 2021Q4 20211
One Charles Private Wealth Services, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
Ferris Capital, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Alhambra Investment Management LLC 110.31%0.31%0.31%Q4 2019Q4 20191
CUMBERLAND ADVISORS INC 114.30%4.30%4.30%Q1 2014Q1 20141
HWG Holdings LP 110.00%0.00%0.00%Q4 2022Q4 20221
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Mattern Wealth Management LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Capstone Triton Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EDMOND DE ROTHSCHILD (MONACO) 110.39%0.39%0.39%Q3 2016Q3 20161
HT Partners LLC 114.37%4.37%4.37%Q4 2014Q4 20141
Cavalier Investments, LLC 110.81%0.81%0.81%Q3 2016Q3 20161
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
INSIGNEO ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
BAROMETER CAPITAL MANAGEMENT INC. 110.11%0.11%0.11%Q4 2014Q4 20141
Capital Investment Counsel, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Garrett Wealth Advisory Group, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
BENJAMIN EDWARDS INC 110.02%0.02%0.02%Q1 2019Q1 20191
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Westchester Capital Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Second Half Financial Partners, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Trilogy Capital Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sweet Financial Partners, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Pinkerton Retirement Specialists, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Bray Capital Advisors 110.05%0.05%0.05%Q4 2019Q4 20191
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Burleson & Company, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Edge Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Providence Capital Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Wealthstar Advisors, LLC 111.68%1.68%1.68%Q1 2022Q1 20221
Meiji Yasuda Life Insurance Co 110.54%0.54%0.54%Q3 2016Q3 20161
PCA Investment Advisory Services Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Connectus Wealth, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2020Q1 20201
HAP Trading, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Burt Wealth Advisors 110.01%0.01%0.01%Q4 2018Q4 20181
Balboa Wealth Partners 110.20%0.20%0.20%Q2 2023Q2 20231
SYNTAX RESEARCH, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
ONE Advisory Partners, LLC 110.26%0.26%0.26%Q3 2020Q3 20201
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
Live Oak Investment Partners 110.01%0.01%0.01%Q3 2023Q3 20231
Tarbox Family Office, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Nalls Sherbakoff Group, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tri-Star Advisors Inc. 110.99%0.99%0.99%Q2 2020Q2 20201
Polianta Ltd 113.20%3.20%3.20%Q2 2019Q2 20191
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Baker Avenue Asset Management, LP 110.03%0.03%0.03%Q4 2022Q4 20221
KANALY TRUST CO 110.02%0.02%0.02%Q4 2016Q4 20161
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Paradigm Financial Advisors, LLC 110.05%0.05%0.05%Q1 2014Q1 20141
Mariner Wealth Advisors-Madison, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
GW HENSSLER & ASSOCIATES LTD 110.14%0.14%0.14%Q3 2014Q3 20141
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
GUGGENHEIM CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CAHABA WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Summit Financial Wealth Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
PEAK6 Group LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Financial Architects, Inc 110.04%0.04%0.04%Q4 2014Q4 20141
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.16%0.16%0.16%Q3 2016Q3 20161
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Vestpro Financial Partners, Inc. dba CPF Texas 110.02%0.02%0.02%Q4 2017Q4 20171
Johnson Midwest Financial, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
External links

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