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 202397
Citadel Advisors 3110.00%0.00%0.00%Q1 2014Q3 202369
Cutler Group LLC / CA 1110.00%0.00%0.01%Q4 2015Q3 202353
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202348
HUNTINGTON NATIONAL BANK 4010.00%0.02%0.10%Q1 2009Q3 202347
JANE STREET GROUP, LLC 1110.00%0.01%0.03%Q1 2014Q2 202347
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.07%Q1 2012Q3 202346
Veritable, L.P. 43430.01%0.08%0.14%Q4 2012Q2 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.17%1.19%Q2 2013Q3 202342
AMG National Trust Bank 42420.07%1.22%3.23%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.07%0.24%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.01%0.06%0.14%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.03%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.31%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.21%1.95%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.07%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202341
US BANCORP \DE\ 31100.00%0.00%0.00%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.03%0.08%Q4 2013Q3 202340
Sandy Spring Bank 39390.00%0.01%0.03%Q1 2014Q3 202339
Capital Investment Advisors, LLC 2820.01%0.04%0.13%Q4 2013Q4 202339
SYNOVUS FINANCIAL CORP 17100.00%0.01%0.02%Q2 2013Q3 202339
Janney Montgomery Scott LLC 3270.00%0.04%0.21%Q4 2013Q3 202339
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 38380.00%0.01%0.06%Q2 2014Q3 202338
Creative Planning 24140.00%0.03%0.40%Q2 2013Q3 202338
North Star Investment Management Corp. 21170.00%0.00%0.01%Q1 2014Q3 202338
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.01%0.05%Q2 2013Q3 202336
Advisory Services Network, LLC 1320.00%0.12%0.47%Q4 2013Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Bartlett & Co. LLC 2070.00%0.01%0.08%Q4 2014Q4 202335
Ironwood Financial, llc 3140.00%0.60%2.23%Q4 2014Q3 202335
Cetera Advisor Networks LLC 2310.00%0.04%0.10%Q1 2013Q3 202335
Cetera Advisors LLC 2310.01%0.03%0.09%Q2 2013Q3 202335
DUNCKER STREETT & CO INC 2590.00%0.02%0.03%Q2 2013Q4 202134
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1130.00%0.01%0.01%Q2 2013Q3 202334
Oakworth Capital, Inc. 34340.00%0.04%1.30%Q2 2015Q3 202334
STIFEL FINANCIAL CORP 2210.00%0.01%0.02%Q1 2014Q3 202334
CWM, LLC 2420.00%0.26%0.93%Q3 2013Q3 202334
AlphaMark Advisors, LLC 33330.00%0.02%0.03%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.01%0.04%0.10%Q3 2015Q3 202333
Barrett Asset Management, LLC 32320.00%0.00%0.00%Q1 2014Q4 202132
NWAM LLC 3110.01%0.16%0.27%Q1 2015Q2 202332
IFP Advisors, Inc 17140.00%0.03%0.18%Q4 2015Q3 202331
Bank of New York Mellon Corp 1410.00%0.00%0.00%Q4 2014Q3 202331
Tower Research Capital LLC (TRC) 720.00%0.13%0.65%Q2 2013Q2 202331
FIRST MANHATTAN CO. LLC. 31310.00%0.00%0.00%Q4 2015Q2 202331
J.P. Morgan Private Wealth Advisors LLC 3010.00%0.01%0.02%Q3 2014Q3 202331
Geneos Wealth Management Inc. 31310.00%0.03%0.19%Q1 2016Q3 202331
FIFTH THIRD BANCORP 1610.00%0.00%0.00%Q2 2013Q3 202331
BLAIR WILLIAM & CO/IL 2470.00%0.00%0.02%Q2 2013Q3 202331
Parallax Volatility Advisers, L.P. 22220.00%0.00%0.01%Q1 2014Q2 201929
Kistler-Tiffany Companies, LLC 29290.02%0.07%0.15%Q2 2013Q2 202029
First Allied Advisory Services, Inc. 2630.01%0.09%0.33%Q2 2013Q3 202029
MURPHY CAPITAL MANAGEMENT INC 2710.03%0.06%0.08%Q2 2014Q2 202228
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 28280.00%0.00%0.01%Q2 2013Q1 202028
BlackRock Inc. 17110.00%0.00%0.01%Q4 2015Q3 202328
Versant Capital Management, Inc 28280.00%0.00%0.00%Q1 2017Q4 202328
ARGI Investment Services, LLC 2710.01%0.03%0.06%Q2 2013Q3 202228
COMMERCE BANK 28280.00%0.01%0.03%Q1 2013Q4 201928
Walleye Trading LLC 1110.00%0.00%0.01%Q2 2013Q2 201728
Country Club Trust Company, n.a. 2080.02%0.09%0.30%Q4 2014Q4 202128
BROWN ADVISORY INC 910.00%0.00%0.00%Q2 2013Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.11%0.73%Q2 2013Q4 201927
Cassaday & Co Inc. 2610.01%1.22%20.42%Q4 2014Q4 202127
Simmons Bank 27270.01%0.04%0.07%Q1 2017Q3 202327
Gradient Investments LLC 1080.00%0.00%0.00%Q3 2015Q2 202327
MML INVESTORS SERVICES, LLC 26260.00%0.08%0.30%Q2 2017Q3 202326
JNBA Financial Advisors 1310.00%0.01%0.02%Q2 2013Q4 202126
SUMITOMO MITSUI FINANCIAL GROUP, INC. 26260.01%0.14%0.66%Q2 2017Q3 202326
Prospera Financial Services Inc 1420.01%1.16%6.68%Q2 2013Q3 202326
BB&T SECURITIES, LLC 26260.00%0.07%0.47%Q2 2013Q3 201926
DAVENPORT & Co LLC 14110.00%0.00%0.01%Q2 2017Q3 202325
NEXT Financial Group, Inc 930.00%0.02%0.10%Q3 2014Q4 202125
BDO Wealth Advisors, LLC 25250.00%0.01%0.02%Q2 2017Q2 202325
IHT Wealth Management, LLC 1360.00%0.10%0.23%Q4 2016Q3 202325
Winslow, Evans & Crocker, Inc. 2410.00%0.15%0.77%Q4 2013Q4 202025
B. Riley Wealth Advisors, Inc. 14110.02%0.13%0.38%Q2 2013Q3 202325
DOWLING & YAHNKE LLC 13120.01%0.03%0.18%Q3 2015Q3 202225
Steward Partners Investment Advisory, LLC 1870.00%0.03%0.09%Q1 2017Q3 202325
Financial Partners Group, Inc 24240.10%0.29%1.03%Q4 2017Q3 202324
Avior Wealth Management, LLC 1160.00%0.05%0.15%Q1 2014Q3 202324
AXA S.A. 24240.00%0.00%0.00%Q4 2013Q3 201924
Global Trust Asset Management, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Ballew Advisors, Inc 24240.45%0.79%1.10%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.06%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.03%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Family Firm, Inc. 23230.08%0.15%0.21%Q1 2018Q3 202323
Madden Advisory Services, Inc. 2210.12%0.75%2.93%Q2 2013Q1 201923
Capital Advisory Group Advisory Services, LLC 23230.08%0.37%1.12%Q1 2018Q3 202323
MONROE BANK & TRUST/MI 2210.07%0.12%0.22%Q2 2013Q1 201923
D.A. DAVIDSON & CO. 820.00%0.02%0.10%Q2 2013Q2 202223
BENJAMIN F. EDWARDS & COMPANY, INC. 2010.00%0.01%0.03%Q3 2017Q3 202323
Parallel Advisors, LLC 2030.00%0.01%0.02%Q1 2017Q3 202323
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q1 2017Q3 202323
SALEM INVESTMENT COUNSELORS INC 1820.00%0.00%0.06%Q3 2016Q3 202323
FMR LLC 2110.00%0.00%0.00%Q4 2013Q3 202322
HighTower Advisors, LLC 1510.00%0.01%0.02%Q2 2014Q3 202322
Carroll Financial Associates, Inc. 1610.00%0.01%0.03%Q3 2013Q4 202122
OPTIMUM INVESTMENT ADVISORS 870.00%0.02%0.05%Q3 2013Q4 202322
KCM INVESTMENT ADVISORS LLC 1560.02%0.05%0.12%Q2 2013Q1 201921
MCF Advisors LLC 860.01%0.02%0.07%Q2 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.12%0.37%Q3 2018Q3 202321
WHITTIER TRUST CO OF NEVADA INC 20200.00%0.00%0.01%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.04%0.13%0.28%Q4 2013Q3 201820
Regal Investment Advisors LLC 10100.00%0.10%0.65%Q2 2013Q3 202320
Allworth Financial LP 1190.00%0.00%0.00%Q1 2015Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Mutual Advisors, LLC 1040.02%0.07%0.26%Q4 2017Q3 202320
Transamerica Financial Advisors, Inc. 1310.00%1.64%6.65%Q2 2013Q2 201920
Stonebridge Capital Advisors LLC 1220.00%0.18%0.43%Q4 2015Q2 202119
Next Capital Management LLC 1540.03%0.42%1.26%Q4 2018Q3 202319
Stillwater Capital Advisors, LLC 1720.18%0.71%1.11%Q2 2013Q1 201919
Claraphi Advisory Network, LLC 19190.06%0.19%0.41%Q4 2017Q2 202219
United Asset Strategies, Inc. 1720.06%0.18%0.31%Q4 2015Q2 202219
Compagnie Lombard Odier SCmA 1210.00%0.01%0.02%Q2 2014Q2 201919
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 1210.00%0.01%0.02%Q3 2017Q3 202319
VALLEY NATIONAL ADVISERS INC 1090.00%0.01%0.05%Q4 2017Q3 202319
Brinker Capital Investments, LLC 1130.00%0.01%0.03%Q2 2013Q2 202219
TRUIST FINANCIAL CORP 1120.00%0.01%0.02%Q3 2013Q3 202319
TRUSTCORE FINANCIAL SERVICES, LLC 1310.00%0.00%0.01%Q4 2017Q3 202218
Well Done, LLC 1350.06%0.14%0.30%Q1 2016Q1 202318
RPG Investment Advisory, LLC 18180.00%0.01%0.03%Q2 2017Q3 202118
Commonwealth Equity Services, Inc 18180.04%0.07%0.12%Q2 2013Q3 201718
SIMPLEX TRADING, LLC 610.00%0.00%0.01%Q3 2015Q2 202318
Atria Investments, Inc 810.03%0.53%1.79%Q2 2013Q4 202218
TWO SIGMA SECURITIES, LLC 910.00%0.04%0.52%Q3 2017Q2 202318
Archford Capital Strategies, LLC 18180.16%0.51%1.63%Q4 2015Q1 202018
Founders Capital Management 1110.00%0.00%0.00%Q3 2017Q4 202318
SCOTIA CAPITAL INC. 1510.02%0.03%0.04%Q3 2013Q1 202017
People's United Financial, Inc. 17170.00%0.01%0.01%Q2 2013Q2 201717
SYM FINANCIAL Corp 17170.01%0.02%0.03%Q1 2018Q1 202217
SG Americas Securities, LLC 610.00%0.02%0.06%Q2 2013Q1 202317
Koshinski Asset Management, Inc. 920.01%0.11%0.21%Q4 2014Q1 202217
OPPENHEIMER & CO INC 1510.01%0.05%0.09%Q4 2014Q4 202117
Brookstone Capital Management 1110.00%0.20%0.62%Q4 2013Q3 202317
PARK NATIONAL CORP /OH/ 17170.02%0.04%0.05%Q2 2013Q2 201717
Timber Hill LLC 1210.00%0.02%0.08%Q2 2013Q1 201817
WFG Advisors, LP 17170.00%0.13%0.80%Q2 2013Q2 201717
FDx Advisors, Inc. 610.01%0.02%0.07%Q3 2013Q1 202317
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 810.01%0.05%0.18%Q4 2014Q3 202317
Pettinga Financial Advisors LLC 17170.18%1.01%2.30%Q4 2018Q4 202217
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1060.00%0.10%0.22%Q2 2013Q1 201816
CREDIT SUISSE AG/ 710.00%0.00%0.02%Q2 2013Q3 202216
Summit X, LLC 930.09%0.51%1.62%Q2 2017Q1 202316
INVESTMENT PARTNERS, LTD. 16160.28%1.23%5.49%Q4 2015Q3 201916
PRIO WEALTH LIMITED PARTNERSHIP 16160.01%0.06%0.12%Q3 2015Q2 201916
CENTRAL BANK & TRUST CO 1060.00%0.07%0.47%Q4 2016Q4 202016
Baird Financial Group, Inc. 1210.00%0.00%0.01%Q4 2015Q3 202316
SSI INVESTMENT MANAGEMENT LLC 16160.02%0.02%0.02%Q4 2015Q3 201916
Bray Capital Advisors 16160.00%0.02%0.20%Q4 2019Q3 202316
NAVELLIER & ASSOCIATES INC 620.08%0.43%1.33%Q3 2012Q2 202316
NATIONAL PLANNING CORP 1510.02%0.08%0.40%Q2 2013Q2 201716
Stratos Wealth Partners, LTD. 1410.01%0.02%0.07%Q1 2016Q4 202216
Equitable Holdings, Inc. 16160.01%0.02%0.05%Q4 2019Q3 202316
Cribstone Capital Management, LLC 16160.00%0.01%0.02%Q2 2016Q1 202016
Belpointe Asset Management LLC 16160.01%0.02%0.04%Q2 2019Q1 202316
Hilltop Holdings Inc. 1010.21%0.41%0.79%Q2 2013Q4 201716
TRUE Private Wealth Advisors 1510.03%0.16%1.63%Q3 2018Q3 202316
WHITTIER TRUST CO 1410.00%0.00%0.04%Q1 2015Q2 202016
IAG Wealth Partners, LLC 16160.00%0.00%0.02%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.05%0.11%0.37%Q4 2019Q3 202316
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.05%0.09%Q2 2017Q3 202316
FAS Wealth Partners, Inc. 15150.01%0.02%0.03%Q1 2020Q3 202315
Starfire Investment Advisers, Inc. 730.20%0.56%0.96%Q1 2015Q2 202015
GRIMES & COMPANY, INC. 1210.03%0.14%1.01%Q2 2016Q3 202315
Investors Research Corp 15150.00%0.03%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.07%0.16%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q1 2014Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.00%0.01%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 11110.00%0.02%0.03%Q1 2021Q3 202315
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
First Heartland Consultants, Inc. 610.03%0.23%1.06%Q2 2013Q4 202215
ASSETMARK, INC 730.00%0.46%2.84%Q3 2013Q4 202215
Advisor Group, Inc. 15150.01%0.04%0.16%Q2 2016Q4 201915
Tradewinds Capital Management, LLC 710.00%0.01%0.02%Q1 2014Q1 202015
Cranbrook Wealth Management, LLC 15150.00%0.13%0.49%Q4 2018Q2 202215
Sargent Bickham Lagudis LLC 15150.00%0.00%0.01%Q1 2016Q3 201915
Plante Moran Financial Advisors, LLC 910.00%0.02%0.06%Q1 2015Q2 202215
First Citizens Financial Corp 1320.42%1.07%1.88%Q4 2019Q3 202315
Estate Counselors, LLC 810.04%1.22%2.50%Q2 2013Q4 201915
CITY HOLDING CO 15150.00%0.01%0.01%Q4 2013Q2 201715
Financial Management Professionals, Inc. 15150.00%0.01%0.18%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.06%0.18%Q2 2013Q4 201615
ROCKLAND TRUST CO 14140.07%0.18%0.57%Q2 2020Q3 202314
Heartwood Wealth Advisors LLC 14140.05%0.12%0.17%Q2 2020Q3 202314
Arkadios Wealth Advisors 710.00%0.02%0.05%Q4 2019Q3 202314
Biondo Investment Advisors, LLC 14140.08%0.23%0.40%Q2 2020Q3 202314
Capital Investment Counsel, Inc 1110.00%0.00%0.00%Q1 2019Q3 202314
HRT FINANCIAL LP 310.01%0.26%1.68%Q4 2014Q2 202314
LBA Wealth Management, LLC 14140.03%0.06%0.15%Q4 2013Q1 201714
SEI INVESTMENTS CO 14140.00%0.00%0.00%Q1 2015Q2 201814
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1110.00%0.16%0.93%Q4 2014Q3 201914
Valeo Financial Advisors, LLC 14140.00%0.01%0.03%Q3 2017Q4 202014
Wagner Wealth Management, LLC 1040.00%0.01%0.01%Q4 2017Q1 202314
Lido Advisors, LLC 710.00%0.05%0.11%Q1 2016Q2 202314
Sigma Planning Corp 1110.01%0.04%0.16%Q2 2016Q3 202314
SIGNATUREFD, LLC 710.00%0.01%0.03%Q1 2014Q3 202314
Stokes & Hubbell Capital Management, LLC 14140.05%0.17%0.29%Q4 2015Q1 201914
BREWIN DOLPHIN LTD 14140.00%0.00%0.00%Q3 2017Q4 202014
WESPAC Advisors SoCal, LLC 1030.01%0.02%0.02%Q4 2015Q1 201913
Peachtree Investment Advisors, Inc. 1210.01%0.24%0.42%Q3 2014Q4 201813
Integrated Investment Consultants, LLC 850.10%0.14%0.19%Q4 2015Q1 201913
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
Focused Wealth Management, Inc 13130.00%0.00%0.00%Q2 2016Q2 201913
Stratos Wealth Advisors, LLC 760.02%0.15%0.39%Q4 2018Q4 202213
Roble, Belko & Company, Inc 13130.05%0.07%0.10%Q1 2015Q1 201813
MUFG Americas Holdings Corp 1120.00%0.00%0.00%Q3 2011Q4 201513
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
Bell Rock Capital LLC 13130.01%0.02%0.05%Q4 2016Q4 201913
LeJeune Puetz Investment Counsel LLC 13130.06%0.09%0.14%Q1 2020Q1 202313
Mariner, LLC 1010.00%0.01%0.02%Q3 2016Q3 202313
Gryphon Financial Partners LLC 1030.03%0.05%0.06%Q4 2017Q3 202313
Founders Financial Alliance, LLC 13130.00%0.02%0.09%Q3 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1210.00%0.04%0.09%Q4 2016Q3 202013
Ancora Advisors LLC 1110.00%0.00%0.01%Q4 2016Q3 202313
DEUTSCHE BANK AG\ 610.00%0.00%0.01%Q3 2013Q4 201913
Glenview Trust Co 910.02%0.05%0.19%Q4 2014Q2 202013
Hochman Cole Investment Advisors, Inc. 920.14%0.24%0.40%Q4 2015Q4 201913
FineMark National Bank & Trust 750.00%0.01%0.02%Q2 2013Q4 201612
First Horizon Advisors, Inc. 1110.00%0.01%0.03%Q4 2013Q3 202312
Aveo Capital Partners, LLC 610.04%0.14%0.32%Q4 2017Q4 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.03%Q2 2013Q1 201612
TUCKER ASSET MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 12120.06%0.14%0.20%Q4 2015Q3 201812
WEALTHSOURCE PARTNERS, LLC 1110.05%0.50%1.01%Q3 2016Q3 202312
Allegheny Financial Group LTD 12120.16%0.21%0.24%Q4 2020Q3 202312
Concorde Asset Management, LLC 12120.18%0.44%0.81%Q1 2020Q4 202212
Conservest Capital Advisors, Inc. 12120.32%0.58%1.10%Q1 2017Q4 201912
Aberdeen Wealth Management LLC 810.00%0.01%0.02%Q4 2019Q3 202312
Cetera Investment Advisers 12120.01%0.04%0.08%Q4 2020Q3 202312
Grove Bank & Trust 12120.06%0.09%0.12%Q4 2020Q3 202312
Rehmann Capital Advisory Group 520.02%0.04%0.05%Q1 2016Q2 201912
Risk Paradigm Group, LLC 12120.02%0.25%1.59%Q1 2015Q4 201712
Windward Private Wealth Management Inc. 12120.11%0.14%0.15%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.06%0.16%0.28%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.02%0.02%0.03%Q4 2020Q3 202312
Certified Advisory Corp 1110.00%0.01%0.02%Q4 2017Q1 202112
NewEdge Advisors, LLC 1110.00%0.12%0.27%Q2 2017Q3 202312
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 12121.65%2.72%3.62%Q4 2020Q3 202312
Virtu Financial LLC 410.03%0.31%0.88%Q2 2014Q4 201912
Anchor Investment Management, LLC 750.00%0.01%0.01%Q3 2017Q4 202312
Invst, LLC 11110.06%0.25%0.54%Q1 2021Q3 202311
FIRST INTERSTATE BANK 11110.00%0.00%0.00%Q3 2015Q1 201811
WealthShield Partners, LLC 11110.03%0.26%0.50%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 11110.02%0.09%0.27%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.11%0.26%Q1 2021Q3 202311
Freedom Investment Management, Inc. 830.03%0.06%0.11%Q3 2013Q4 201611
Montecito Bank & Trust 11110.06%0.13%0.20%Q2 2021Q4 202311
Magnus Financial Group LLC 11110.06%0.07%0.11%Q1 2021Q3 202311
AE Wealth Management LLC 11110.00%0.04%0.09%Q1 2021Q3 202311
Atlas Private Wealth Advisors 650.07%0.10%0.15%Q2 2020Q1 202311
Moors & Cabot, Inc. 11110.02%0.03%0.03%Q1 2021Q3 202311
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11110.13%0.99%2.60%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
BlackRock Investment Management, LLC 11110.00%0.01%0.04%Q2 2014Q4 201611
Realta Investment Advisors 740.01%0.04%0.05%Q1 2019Q3 202311
Nachman Norwood & Parrott, Inc 11110.08%0.10%0.16%Q4 2018Q2 202111
Kestra Advisory Services, LLC 11110.02%0.10%0.18%Q1 2021Q3 202311
Csenge Advisory Group 1010.00%0.08%0.26%Q3 2018Q3 202311
Patriot Financial Group Insurance Agency, LLC 650.00%0.02%0.07%Q4 2016Q2 202211
CENTAURUS FINANCIAL, INC. 710.01%0.04%0.15%Q2 2018Q2 202311
INVESTMENT CENTERS OF AMERICA INC 11110.02%0.08%0.12%Q1 2015Q3 201711
CapWealth Advisors, LLC 650.01%0.01%0.01%Q2 2013Q1 201611
Sunbelt Securities, Inc. 1010.01%0.27%0.46%Q4 2016Q3 202311
CIBC WORLD MARKET INC. 11110.01%0.01%0.02%Q1 2021Q3 202311
Private Capital Group, LLC 610.00%0.05%0.12%Q4 2017Q2 202211
Kesler, Norman & Wride, LLC 11110.06%0.57%1.58%Q1 2021Q3 202311
Financial Advocates Investment Management 650.02%0.04%0.07%Q4 2017Q2 202211
AVANTAX ADVISORY SERVICES, INC. 11110.01%0.02%0.03%Q1 2021Q3 202311
Keebeck Wealth Management, LLC 11110.04%0.16%0.26%Q1 2021Q3 202311
Virtue Capital Management, LLC 820.04%0.15%0.31%Q2 2018Q3 202310
Day & Ennis, LLC 10100.16%0.80%1.49%Q2 2021Q3 202310
MITCHELL MCLEOD PUGH & WILLIAMS INC 10100.07%0.12%0.19%Q2 2021Q3 202310
Thomasville National Bank 730.04%0.19%0.71%Q1 2016Q3 201810
PATTON ALBERTSON MILLER GROUP, LLC 10100.09%0.26%0.58%Q2 2021Q3 202310
55I, LLC 710.10%0.56%1.12%Q2 2019Q3 202210
Virtu KCG Holdings LLC 410.00%0.02%0.06%Q3 2013Q4 201610
MCIA Inc 820.05%0.38%0.62%Q2 2017Q4 202210
Orion Portfolio Solutions, LLC 730.00%0.02%0.06%Q4 2019Q4 202210
Global Retirement Partners, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
Bernardo Wealth Planning LLC 10100.19%1.36%2.97%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
BNP PARIBAS FINANCIAL MARKETS 310.00%0.01%0.02%Q1 2014Q3 202310
GRIFFIN ASSET MANAGEMENT, INC. 810.02%0.04%0.05%Q3 2018Q3 202310
Brick & Kyle, Associates 10100.00%0.01%0.01%Q4 2014Q1 201710
EQ LLC 10100.72%2.16%3.64%Q1 2021Q2 202310
Private Ocean, LLC 10100.01%0.01%0.02%Q1 2020Q2 202210
TimeScale Financial, Inc. 640.00%0.00%0.01%Q2 2019Q2 202310
Ellis Investment Partners, LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
Kovack Advisors, Inc. 990.00%0.03%0.05%Q2 2021Q2 202310
Cypress Wealth Services, LLC 10100.12%0.36%0.77%Q2 2021Q3 202310
BLACKROCK ADVISORS LLC 10100.01%0.03%0.11%Q3 2014Q4 201610
Lantz Financial LLC 10100.09%0.24%0.41%Q2 2021Q3 202310
Clear Creek Financial Management, LLC 10100.04%0.06%0.10%Q2 2021Q3 202310
Avidian Wealth Solutions, LLC 640.01%0.08%0.22%Q1 2021Q3 202310
Narwhal Capital Management 10100.03%0.04%0.06%Q2 2021Q3 202310
Aspire Private Capital, LLC 10100.00%0.06%0.10%Q2 2021Q3 202310
High Falls Advisors, Inc 730.00%0.80%1.83%Q4 2015Q4 202210
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
VALLEY WEALTH MANAGERS, INC. 610.00%0.01%0.08%Q4 2015Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
Palisade Asset Management, LLC 990.04%0.09%0.14%Q4 2017Q4 20199
FinTrust Capital Advisors, LLC 990.00%0.03%0.08%Q2 2021Q2 20239
BerganKDV Wealth Management, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
KESTRA PRIVATE WEALTH SERVICES, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
RAYMOND JAMES TRUST N.A. 720.01%0.01%0.02%Q1 2015Q3 20239
Patten Group, Inc. 810.02%0.03%0.03%Q4 2014Q1 20179
Cadent Capital Advisors, LLC 990.09%0.53%2.01%Q4 2020Q4 20229
SONATA CAPITAL GROUP INC 540.16%0.19%0.27%Q4 2014Q1 20179
HOLLENCREST CAPITAL MANAGEMENT 410.01%0.16%1.30%Q4 2014Q3 20239
Capital Investment Advisory Services, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
PRUDENTIAL FINANCIAL INC 810.00%0.04%0.09%Q1 2021Q3 20239
Kore Private Wealth LLC 810.02%0.16%0.32%Q4 2018Q3 20229
Snowden Capital Advisors LLC 610.01%0.10%0.25%Q3 2016Q1 20239
Qube Research & Technologies Ltd 810.00%0.00%0.01%Q2 2021Q3 20239
Pinnacle Summer Investments, Inc. 990.00%0.08%0.39%Q2 2013Q2 20159
LIBERTY WEALTH MANAGEMENT LLC 630.08%0.66%1.67%Q2 2021Q3 20239
Pensionmark Financial Group, LLC 810.05%0.12%0.18%Q1 2021Q3 20239
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 720.00%0.06%0.13%Q4 2020Q3 20239
True Link Financial Advisors, LLC 990.01%0.08%0.24%Q1 2021Q1 20239
Quadrant Private Wealth Management, LLC 540.06%0.10%0.17%Q2 2021Q3 20239
FLC Capital Advisors 990.06%0.21%0.48%Q2 2021Q2 20239
Johnson Midwest Financial, LLC 990.00%0.01%0.03%Q4 2020Q4 20229
Rosenberg Matthew Hamilton 990.17%0.37%0.50%Q3 2021Q3 20239
Foundations Investment Advisors, LLC 990.01%0.25%0.45%Q1 2021Q1 20239
Dentgroup LLC 991.87%2.83%3.83%Q4 2021Q4 20239
Lineweaver Wealth Advisors, LLC 990.07%1.09%1.80%Q1 2021Q1 20239
CSat Investment Advisory, L.P. 990.01%0.06%0.09%Q2 2018Q2 20209
Baystate Wealth Management LLC 990.00%0.02%0.05%Q1 2021Q1 20239
Icon Wealth Partners, LLC 630.02%0.33%0.63%Q1 2021Q3 20239
Nikulski Financial, Inc. 510.26%0.38%0.57%Q2 2020Q1 20239
GIRARD PARTNERS LTD. 610.02%0.18%0.37%Q4 2017Q3 20209
WEDBUSH SECURITIES INC 710.02%0.02%0.03%Q4 2016Q3 20239
TRANSCEND CAPITAL ADVISORS, LLC 880.03%0.05%0.08%Q1 2021Q4 20228
CreativeOne Wealth, LLC 710.08%0.30%0.54%Q2 2021Q2 20238
Integrity Financial Corp /WA 880.00%0.01%0.02%Q4 2021Q3 20238
BANQUE PICTET & CIE SA 620.00%0.18%0.58%Q1 2015Q2 20238
Stokes Family Office, LLC 880.04%0.85%1.43%Q2 2021Q1 20238
EverSource Wealth Advisors, LLC 880.00%0.02%0.07%Q4 2021Q3 20238
Trek Financial, LLC 880.03%0.14%0.27%Q1 2021Q4 20228
Sharkey, Howes & Javer 880.06%0.86%1.38%Q1 2021Q4 20228
Mayflower Financial Advisors, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
Aptus Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Guidance Point Advisors, LLC 510.06%0.15%0.23%Q4 2018Q3 20238
Venturi Wealth Management, LLC 620.00%0.06%0.10%Q1 2021Q2 20238
Covington Capital Management 880.00%0.00%0.01%Q4 2020Q3 20228
Apollon Wealth Management, LLC 880.02%0.06%0.10%Q4 2021Q3 20238
Ten Capital Wealth Advisors, LLC 620.00%0.00%0.00%Q1 2021Q1 20238
TCWP LLC 880.04%0.50%1.82%Q4 2021Q3 20238
M&T BANK CORP 880.01%0.04%0.05%Q1 2021Q4 20228
COMERICA SECURITIES INC 710.03%0.07%0.16%Q2 2015Q3 20188
NORWOOD FINANCIAL CORP 880.08%0.12%0.14%Q4 2021Q3 20238
Mount Yale Investment Advisors, LLC 880.03%0.10%0.15%Q1 2021Q4 20228
Procyon Advisors, LLC 880.05%0.67%2.18%Q2 2021Q1 20238
VERUS CAPITAL PARTNERS, LLC 620.00%0.04%0.08%Q4 2019Q2 20238
Moloney Securities Asset Management, LLC 620.13%0.27%0.66%Q1 2021Q3 20238
Financial Architects, Inc 620.01%0.07%0.16%Q2 2013Q2 20158
Perigon Wealth Management, LLC 710.01%0.07%0.12%Q3 2011Q4 20228
Fieldpoint Private Securities, LLC 710.01%0.05%0.13%Q1 2017Q3 20198
GRIES FINANCIAL LLC 880.10%0.73%1.34%Q2 2021Q1 20238
Wealth Alliance 880.12%0.26%0.55%Q1 2021Q4 20228
Sugarloaf Wealth Management, LLC 880.00%0.01%0.02%Q4 2019Q3 20218
Advisors Preferred, LLC 210.00%0.02%0.11%Q4 2013Q1 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
APPLETON PARTNERS INC/MA 880.02%0.02%0.03%Q1 2022Q4 20238
Miracle Mile Advisors, LLC 880.11%0.13%0.16%Q1 2020Q4 20218
JT Stratford LLC 880.10%0.18%0.46%Q4 2020Q3 20228
PAX Financial Group, LLC 880.15%0.96%1.43%Q1 2021Q4 20228
Bay Harbor Wealth Management, LLC 880.11%0.54%0.94%Q1 2021Q4 20228
Capital Asset Advisory Services LLC 880.00%0.00%0.00%Q4 2019Q3 20218
MONEY CONCEPTS CAPITAL CORP 620.00%0.04%0.08%Q4 2020Q1 20238
Paladin Advisory Group, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Field & Main Bank 420.00%0.00%0.01%Q4 2017Q3 20208
SigFig Wealth Management, LLC 880.02%0.04%0.06%Q1 2021Q4 20228
ONE Advisory Partners, LLC 880.33%1.27%2.03%Q1 2021Q4 20228
Manchester Capital Management LLC 620.00%0.00%0.00%Q2 2013Q2 20198
PARK AVENUE SECURITIES LLC 880.26%0.99%1.62%Q1 2021Q4 20228
Wealth Management Partners, LLC 770.43%0.54%0.67%Q1 2022Q3 20237
SteelPeak Wealth, LLC 770.03%0.21%0.35%Q2 2021Q4 20227
Capital Analysts, LLC 430.00%0.00%0.01%Q1 2019Q4 20227
PGIM Custom Harvest LLC 430.07%1.55%2.92%Q1 2021Q3 20237
Chemistry Wealth Management LLC 770.15%0.16%0.19%Q1 2022Q3 20237
PRENTISS SMITH & CO INC 520.02%0.02%0.03%Q1 2015Q4 20167
Sowell Financial Services LLC 310.00%0.02%0.07%Q3 2019Q2 20237
Integrated Wealth Management 770.00%0.01%0.02%Q1 2015Q3 20167
U S GLOBAL INVESTORS INC 210.00%0.02%0.05%Q1 2014Q3 20237
Eudaimonia Partners, LLC 610.01%0.07%0.10%Q1 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.06%0.15%Q2 2013Q4 20147
Allianz Asset Management GmbH 520.00%0.00%0.01%Q2 2018Q4 20227
Concord Wealth Partners 430.00%0.01%0.02%Q4 2021Q3 20237
BBVA USA Bancshares, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
PROVENCE WEALTH MANAGEMENT GROUP 610.04%0.71%1.80%Q4 2021Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.02%0.03%Q1 2022Q3 20237
Royal Fund Management, LLC 320.00%0.03%0.08%Q4 2018Q2 20227
Vestmark Advisory Solutions, Inc. 520.01%0.01%0.02%Q2 2021Q1 20237
SC&H Financial Advisors, Inc. 770.09%0.11%0.12%Q1 2022Q3 20237
MACROVIEW INVESTMENT MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WRAPMANAGER INC 773.06%4.14%7.38%Q3 2012Q1 20147
SPC Financial, Inc. 770.08%1.60%2.35%Q1 2022Q3 20237
SWMG, LLC 520.41%1.25%1.93%Q1 2021Q4 20227
IFG Advisory, LLC 770.03%0.04%0.05%Q2 2021Q4 20227
Winfield Associates, Inc. 770.01%0.01%0.02%Q4 2013Q2 20157
BARINGS LLC 310.01%0.14%0.45%Q4 2018Q3 20227
Kessler Investment Group, LLC 770.04%0.20%1.06%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Sweet Financial Partners, LLC 770.07%0.07%0.08%Q1 2022Q3 20237
WealthBridge Capital Management, LLC 610.02%0.14%0.19%Q4 2018Q2 20237
Spectrum Management Group, LLC 770.14%0.49%0.68%Q1 2021Q3 20227
WASHINGTON TRUST BANK 770.00%0.00%0.00%Q3 2017Q1 20197
CETERA INVESTMENT MANAGEMENT LLC 770.71%0.96%1.46%Q4 2015Q2 20177
Outlook Wealth Advisors, LLC 770.08%3.01%4.64%Q4 2021Q2 20237
REILLY FINANCIAL ADVISORS, LLC 610.00%0.01%0.02%Q4 2013Q4 20157
W ADVISORS, LLC 770.24%0.40%0.56%Q4 2021Q2 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Ameritas Advisory Services, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Round Table Services, LLC 430.14%0.72%1.46%Q3 2015Q3 20177
HARBOR INVESTMENT ADVISORY, LLC 610.00%0.00%0.00%Q4 2020Q4 20227
Robertson Stephens Wealth Management, LLC 610.04%0.12%0.34%Q1 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.04%0.19%Q1 2022Q3 20237
F-Squared Investment Management, LLC 521.74%3.87%9.51%Q2 2013Q2 20157
Tri-Star Advisors Inc. 770.35%1.39%1.97%Q1 2021Q3 20227
OneDigital Investment Advisors LLC 410.00%0.00%0.01%Q2 2017Q3 20237
Horan Securities, Inc. 520.00%0.01%0.03%Q1 2019Q2 20237
ALLSTATE CORP 310.10%0.59%1.42%Q1 2016Q3 20237
Essex Financial Services, Inc. 770.06%0.08%0.09%Q4 2013Q2 20157
FLOW TRADERS U.S. LLC 210.00%0.01%0.04%Q3 2016Q3 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Placemark Investments, Inc. 770.03%0.55%1.04%Q2 2013Q4 20147
VICUS CAPITAL 310.06%0.10%0.15%Q4 2015Q1 20207
ShoreHaven Wealth Partners, LLC 770.15%0.59%1.01%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.03%0.04%0.04%Q1 2022Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q1 2015Q4 20227
COMERICA SECURITIES,INC. 610.01%0.17%0.24%Q1 2021Q4 20227
COLONY GROUP LLC 310.00%0.01%0.01%Q4 2013Q2 20197
Atria Wealth Solutions, Inc. 770.01%0.07%0.16%Q1 2022Q3 20237
TNF LLC 660.15%0.54%0.93%Q3 2021Q4 20226
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2016Q4 20176
COTTONWOOD CAPITAL ADVISORS, LLC 660.95%1.30%1.47%Q2 2022Q3 20236
RFG Advisory, LLC 510.01%0.08%0.18%Q3 2021Q3 20236
FORTE ASSET MANAGEMENT LLC 661.15%1.46%1.76%Q2 2022Q3 20236
JB Capital LLC 660.26%0.98%1.63%Q3 2021Q4 20226
Teamwork Financial Advisors, LLC 510.26%0.29%0.33%Q2 2021Q1 20236
Karn, Couzens & Associates, Inc. 660.48%0.72%0.88%Q4 2020Q1 20226
FIRETHORN WEALTH PARTNERS, LLC 420.29%0.50%0.71%Q1 2021Q3 20226
Concert Wealth Management Inc. 510.01%0.05%0.08%Q2 2013Q3 20166
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Cresset Asset Management, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Trexquant Investment LP 330.01%0.01%0.02%Q1 2022Q3 20236
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2022Q3 20236
Tyler-Stone Wealth Management 420.07%0.08%0.09%Q1 2022Q3 20236
US FINANCIAL ADVISORS, LLC 660.02%0.08%0.12%Q4 2014Q1 20166
Quantitative Investment Management, LLC 310.05%0.08%0.12%Q2 2020Q2 20236
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.02%0.02%0.03%Q4 2014Q1 20166
DEARBORN PARTNERS LLC 660.02%0.03%0.03%Q3 2013Q4 20146
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.01%0.02%0.08%Q4 2018Q1 20236
Blue Trust, Inc. 660.01%0.06%0.18%Q2 2022Q3 20236
FIRST TRUST ADVISORS LP 660.00%0.00%0.00%Q3 2017Q4 20186
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
First City Capital Management, Inc. 660.33%0.36%0.41%Q2 2013Q3 20146
Williams Financial, LLC 510.76%1.26%3.05%Q2 2021Q4 20226
Keystone Wealth Services, LLC 660.09%0.29%0.54%Q4 2021Q1 20236
Genesee Capital Advisors, LLC 660.16%0.44%0.60%Q1 2022Q2 20236
Private Portfolio Partners LLC 660.10%0.15%0.18%Q1 2021Q2 20226
IBEX WEALTH ADVISORS 210.02%0.10%0.18%Q3 2016Q3 20216
FIFTH THIRD SECURITIES, INC. 510.04%0.06%0.08%Q2 2019Q3 20236
Shamrock Asset Management LLC 660.00%4.74%8.05%Q2 2013Q3 20146
Spot Trading L.L.C 220.00%0.00%0.01%Q3 2014Q4 20146
Greenwich Wealth Management LLC 510.02%0.02%0.03%Q1 2022Q3 20236
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q1 2019Q2 20216
ALLIANCEBERNSTEIN L.P. 660.00%0.00%0.00%Q2 2013Q3 20146
Graves Light Lenhart Wealth, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
Essex LLC 510.06%0.07%0.08%Q3 2021Q1 20236
Ballentine Partners, LLC 420.00%0.00%0.01%Q1 2016Q3 20176
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Laurel Wealth Advisors, Inc. 510.02%0.03%0.05%Q2 2021Q4 20226
Jackson Hole Capital Partners, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
WINTRUST INVESTMENTS LLC 550.06%0.09%0.11%Q4 2017Q4 20185
Bison Wealth, LLC 550.00%0.01%0.02%Q2 2021Q2 20225
Ackerman Capital Advisors, LLC 550.02%0.45%1.06%Q4 2018Q4 20195
IMC-Chicago, LLC 410.00%0.00%0.00%Q4 2020Q1 20225
Crosspoint Capital Strategies, LLC 210.00%0.00%0.01%Q1 2015Q3 20165
MCMORGAN & CO LLC 320.59%1.48%2.65%Q2 2021Q4 20225
YorkBridge Wealth Partners, LLC 550.01%0.01%0.02%Q4 2016Q4 20175
Meristem Family Wealth, LLC 410.05%0.13%0.37%Q3 2015Q1 20225
Jaffetilchin Investment Partners, LLC 550.14%0.88%2.04%Q2 2013Q2 20145
ICA Group Wealth Management, LLC 320.00%0.10%0.45%Q1 2022Q2 20235
CoreCap Advisors, LLC 550.07%0.09%0.13%Q4 2021Q4 20225
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.01%Q2 2015Q3 20195
Crescent Capital Consulting, LLC 550.00%0.03%0.04%Q4 2020Q4 20215
Cooper Financial Group 550.04%0.08%0.13%Q2 2021Q2 20225
BOSTON PRIVATE BANK & TRUST CO 550.00%0.00%0.01%Q4 2013Q4 20145
Advisory Alpha, LLC 310.01%0.02%0.06%Q1 2019Q3 20205
LINCOLN NATIONAL CORP 550.01%0.01%0.01%Q4 2018Q4 20195
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 410.02%0.07%0.11%Q1 2019Q3 20215
WP Advisors, LLC 410.21%2.53%3.93%Q1 2019Q1 20215
ASPIRIANT, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Buttonwood Financial Group, LLC 410.56%1.60%3.06%Q1 2022Q4 20235
HT Partners LLC 554.74%6.74%10.58%Q2 2013Q2 20145
Truadvice, LLC 550.22%0.38%0.52%Q1 2021Q1 20225
NATIONAL BANK OF CANADA /FI/ 550.00%0.00%0.00%Q1 2022Q1 20235
NORTHERN TRUST CORP 320.00%0.00%0.00%Q1 2014Q1 20225
Institute for Wealth Management, LLC. 410.00%1.78%3.32%Q2 2013Q4 20195
Goodwin Investment Advisory 550.16%0.55%1.92%Q3 2022Q3 20235
One Capital Management, LLC 550.08%0.10%0.11%Q1 2022Q1 20235
Fusion Family Wealth LLC 550.00%0.00%0.00%Q4 2016Q4 20175
AVAII WEALTH MANAGEMENT, LLC 552.04%2.48%2.95%Q4 2021Q4 20225
Private Advisory Group LLC 550.16%0.21%0.26%Q3 2022Q3 20235
John W. Brooker & Co., CPAs 550.01%0.01%0.01%Q2 2020Q2 20215
Marks Group Wealth Management, Inc 550.07%0.09%0.11%Q4 2021Q4 20225
Constellation Wealth Advisors, LLC 550.10%0.31%0.60%Q2 2013Q2 20145
Argentus Capital Management, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
JOURNEY STRATEGIC WEALTH LLC 410.02%0.21%0.32%Q4 2021Q1 20235
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q1 2015Q2 20235
QCI ASSET MANAGEMENT INC/NY 550.01%0.01%0.01%Q3 2015Q3 20165
FOUNDERS FINANCIAL SECURITIES LLC 550.08%0.10%0.14%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.03%0.04%0.05%Q4 2021Q3 20235
Renaissance Technologies 210.00%0.00%0.00%Q4 2018Q3 20235
Franklin, Parlapiano, Turner & Welch, LLC 550.10%0.11%0.13%Q4 2016Q4 20175
TELEMUS CAPITAL, LLC 410.00%0.08%0.10%Q4 2014Q4 20175
Apeiron RIA LLC 550.02%0.22%0.44%Q4 2021Q4 20225
KMS FINANCIAL SERVICES, INC 550.04%0.05%0.06%Q2 2013Q2 20145
Wealthspire Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Raleigh Capital Management Inc. 550.01%0.15%0.41%Q1 2022Q1 20235
MARINER INDEPENDENT ADVISOR NETWORK, LLC 550.01%0.02%0.03%Q2 2021Q2 20225
Personal Wealth Partners 550.00%0.28%0.86%Q4 2018Q4 20195
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
Wealthcare Advisory Partners LLC 550.01%0.02%0.03%Q3 2017Q3 20185
EXENCIAL WEALTH ADVISORS, LLC 310.09%0.14%0.25%Q4 2014Q4 20165
Evolution Wealth Advisors, LLC 550.04%0.06%0.12%Q2 2020Q2 20215
Hanlon Investment Management, Inc. 550.05%0.07%0.08%Q1 2021Q1 20225
CFS Investment Advisory Services, LLC 440.31%0.41%0.47%Q3 2021Q2 20224
RiverFront Investment Group, LLC 220.95%1.39%1.59%Q4 2011Q2 20154
PRIVATE TRUST CO NA 440.00%0.01%0.02%Q2 2022Q1 20234
Carnegie Capital Asset Management, LLC 440.04%0.05%0.06%Q4 2013Q3 20144
SeaCrest Wealth Management, LLC 440.00%0.00%0.01%Q4 2017Q3 20184
Summit Financial Wealth Advisors, LLC 440.33%0.35%0.37%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.16%0.17%0.18%Q4 2022Q3 20234
BANK OF NOVA SCOTIA 440.00%0.00%0.01%Q1 2014Q4 20144
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Simplicity Solutions, LLC 310.01%0.07%0.24%Q2 2016Q3 20234
Prime Capital Investment Advisors, LLC 310.00%0.13%0.30%Q1 2018Q3 20234
Biltmore Capital Advisors LLC 440.52%0.59%0.74%Q1 2021Q4 20214
Lloyd Advisory Services, LLC. 440.00%0.02%0.06%Q2 2021Q1 20224
ACG Wealth 440.56%0.69%0.81%Q4 2013Q3 20144
Centric Wealth Management 440.32%0.42%0.48%Q4 2020Q3 20214
Merit Financial Group, LLC 440.03%0.12%0.24%Q1 2022Q4 20224
Itau Unibanco Holding S.A. 440.01%0.01%0.01%Q3 2016Q2 20174
CHEMUNG CANAL TRUST CO 440.04%0.04%0.04%Q4 2013Q3 20144
FIRST NATIONAL BANK SIOUX FALLS 440.06%0.06%0.06%Q4 2014Q3 20154
Seaside Wealth Management, Inc. 440.12%0.15%0.17%Q2 2022Q1 20234
Valmark Advisers, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
BMS Financial Advisors, LLC 310.99%1.06%1.20%Q4 2021Q4 20224
Financial Gravity Asset Management, Inc. 310.00%0.01%0.02%Q4 2021Q3 20234
Beacon Pointe Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
HL FINANCIAL SERVICES LLC 310.00%0.07%0.10%Q2 2013Q4 20164
OmniStar Financial Group, Inc. 210.21%0.28%0.31%Q2 2021Q4 20224
Investors Capital Advisory Services 220.04%0.06%0.11%Q1 2015Q2 20164
Columbus Macro, LLC 440.31%0.35%0.40%Q4 2017Q3 20184
MGO ONE SEVEN LLC 210.00%0.04%0.14%Q4 2017Q1 20234
Glassman Wealth Services 440.01%0.02%0.03%Q1 2020Q4 20204
KARLINSKI ANDREW C 440.00%0.00%0.01%Q4 2021Q3 20224
Selective Wealth Management, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
Foundation Wealth Management, LLC 441.12%1.28%1.62%Q4 2022Q3 20234
Carmichael Hill & Associates, Inc. 440.00%0.01%0.01%Q4 2019Q3 20204
Jacobi Capital Management LLC 220.00%0.00%0.00%Q2 2016Q3 20214
Farther Finance Advisors, LLC 440.01%0.06%0.21%Q4 2022Q3 20234
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.02%0.02%0.03%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 310.00%0.01%0.04%Q4 2015Q2 20184
Lindbrook Capital, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
S.C. Financial Services, Inc. 310.33%0.40%0.51%Q4 2021Q4 20224
Commonwealth Financial Services, LLC 440.09%1.80%3.66%Q2 2016Q1 20174
Western Wealth Management, LLC 310.02%0.02%0.03%Q2 2021Q2 20224
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q1 20234
WILLIAMS JONES & ASSOCIATES LLC 440.01%0.02%0.02%Q2 2016Q1 20174
Successful Portfolios LLC 440.15%0.17%0.20%Q2 2021Q1 20224
Prosperity Planning, Inc. 440.02%0.04%0.07%Q2 2021Q1 20224
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Berkeley Capital Partners, LLC 210.11%0.19%0.27%Q1 2021Q4 20224
Osborn Williams & Donohoe LLC 440.02%0.04%0.06%Q1 2019Q4 20194
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
WESTPORT RESOURCES MANAGEMENT INC 440.00%0.00%0.00%Q2 2013Q1 20144
Larson Financial Group LLC 440.00%0.00%0.00%Q2 2022Q1 20234
CALTON & ASSOCIATES, INC. 440.46%0.73%0.94%Q4 2020Q3 20214
Whitaker-Myers Wealth Managers, LTD. 440.62%0.73%0.78%Q4 2022Q3 20234
Tevis Investment Management 440.02%0.08%0.15%Q4 2021Q3 20224
FIRST CITIZENS BANK & TRUST CO 440.00%0.01%0.01%Q4 2022Q3 20234
Intrua Financial, LLC 440.04%0.05%0.06%Q2 2021Q1 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.16%0.48%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.01%0.05%Q1 2019Q1 20224
WADE G W & INC 440.07%0.08%0.11%Q4 2014Q3 20154
SVB WEALTH LLC 440.02%0.02%0.03%Q3 2022Q2 20234
Cornerstone Wealth Management, LLC 210.03%0.05%0.08%Q4 2016Q1 20194
Keystone Financial Services 440.50%1.35%2.66%Q4 2021Q3 20224
New Republic Capital, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Family Asset Management, LLC 440.18%0.25%0.40%Q4 2022Q3 20234
PALLADIUM PARTNERS LLC 220.02%0.02%0.02%Q2 2013Q2 20144
Sound Income Strategies, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Chevy Chase Trust Holdings, LLC 310.00%0.01%0.01%Q4 2015Q4 20214
LGT Financial Advisors LLC 210.00%0.02%0.03%Q4 2022Q3 20233
Community Financial Services Group, LLC 330.03%0.03%0.03%Q1 2015Q3 20153
Cornerstone Planning Group LLC 210.02%0.02%0.03%Q4 2022Q3 20233
CFM WEALTH PARTNERS LLC 330.00%0.01%0.02%Q4 2019Q2 20203
Affiance Financial, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Venture Visionary Partners LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Edge Advisors, LLC 330.00%0.00%0.01%Q4 2016Q2 20173
BARCLAYS PLC 330.00%0.00%0.00%Q2 2021Q4 20213
MDE Group 210.03%0.04%0.05%Q2 2013Q2 20143
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Birch Hill Investment Advisors LLC 330.03%0.04%0.05%Q2 2018Q4 20183
Dynamic Advisor Solutions LLC 210.02%0.03%0.04%Q2 2021Q3 20223
M Holdings Securities, Inc. 210.02%0.05%0.06%Q3 2014Q3 20183
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q3 2021Q2 20223
Brown Advisory Securities, LLC 330.04%0.05%0.05%Q1 2018Q3 20183
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Apexium Financial, LP 330.02%0.03%0.04%Q3 2022Q1 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
RESTON WEALTH MANAGEMENT LLC 330.20%0.30%0.37%Q4 2018Q2 20193
EP Wealth Advisors, LLC 110.03%0.12%0.29%Q4 2014Q4 20183
HawsGoodwin Investment Management LLC 332.20%2.26%2.32%Q2 2021Q4 20213
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20133
Kalos Management, Inc. 330.21%0.22%0.25%Q4 2022Q2 20233
Cassaday & Co Wealth Management LLC 210.01%0.01%0.01%Q4 2022Q3 20233
BESSEMER GROUP INC 330.00%0.00%0.00%Q2 2018Q4 20183
JOHNSON INVESTMENT COUNSEL INC 330.01%0.01%0.01%Q3 2016Q1 20173
Glass Jacobson Investment Advisors llc 210.00%0.03%0.04%Q4 2022Q3 20233
Acorn Wealth Advisors, LLC 330.04%0.05%0.05%Q4 2017Q2 20183
Townsend & Associates, Inc 332.35%2.76%3.30%Q4 2022Q2 20233
MOTCO 210.00%0.00%0.01%Q2 2013Q3 20143
TD Capital Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Laird Norton Wetherby Wealth Management, LLC 210.01%0.01%0.02%Q2 2015Q4 20173
MATRIX PRIVATE CAPITAL GROUP LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Partnervest Advisory Services LLC 330.00%0.00%0.01%Q4 2013Q2 20143
Element Wealth, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Genesis Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Regal Wealth Group, Inc. 330.01%0.02%0.02%Q4 2017Q2 20183
NCM Capital Management, LLC 210.14%0.14%0.15%Q1 2022Q4 20223
StoneX Group Inc. 330.05%0.05%0.05%Q2 2021Q4 20213
WESPAC Advisors, LLC 331.12%1.80%2.58%Q1 2018Q3 20183
Ruedi Wealth Management, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
AVIANCE CAPITAL MANAGEMENT, LLC 330.01%0.36%0.59%Q4 2013Q2 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.02%0.02%Q4 2017Q3 20183
Johnson Financial Group, Inc. 210.00%0.01%0.03%Q2 2013Q3 20223
ELLERSON GROUP INC /ADV 210.22%0.25%0.27%Q4 2022Q3 20233
BIVIN & ASSOCIATES, INC. 330.02%0.03%0.04%Q4 2021Q2 20223
HSBC HOLDINGS PLC 210.00%0.00%0.01%Q4 2017Q1 20233
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q4 2022Q2 20233
GW HENSSLER & ASSOCIATES LTD 210.03%0.07%0.09%Q4 2014Q4 20153
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q1 2022Q3 20223
MARSHALL WACE, LLP 210.00%0.00%0.01%Q1 2019Q3 20213
Better Money Decisions, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
PRINCIPAL FINANCIAL GROUP INC 330.00%0.00%0.00%Q1 2021Q3 20213
Fulcrum Equity Management 210.24%0.39%0.51%Q1 2021Q4 20213
Centurion Wealth Management LLC 330.14%0.72%1.85%Q4 2022Q2 20233
Carolina Wealth Advisors, LLC 210.00%0.01%0.01%Q4 2019Q2 20223
ALTERNA WEALTH MANAGEMENT, INC 330.28%0.35%0.39%Q4 2021Q2 20223
GUARDIAN WEALTH ADVISORS, LLC / NC 330.00%0.00%0.00%Q4 2022Q2 20233
Charles Carroll Financial Partners, LLC 330.69%0.84%0.98%Q2 2022Q4 20223
Pinnacle Private Wealth, LLC 330.08%0.12%0.15%Q4 2021Q2 20223
Annex Advisory Services, LLC 330.10%0.14%0.18%Q2 2013Q4 20133
GlobalBridge, Inc. 210.09%0.14%0.20%Q2 2013Q1 20143
RPg Family Wealth Advisory, LLC 210.01%0.01%0.01%Q1 2017Q4 20173
PRINCETON CAPITAL MANAGEMENT LLC 330.00%0.00%0.01%Q1 2018Q3 20183
Cerity Partners LLC 210.00%0.00%0.00%Q1 2022Q2 20233
J.P. Turner & Co Capital Mnagement, LLC 330.19%0.21%0.22%Q4 2014Q2 20153
Connecticut Wealth Management, LLC 330.03%0.18%0.40%Q2 2019Q4 20193
Trilogy Capital Inc. 110.00%0.06%0.11%Q3 2018Q3 20222
J.W. COLE ADVISORS, INC. 110.02%0.02%0.04%Q3 2020Q1 20232
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.09%0.11%0.12%Q2 2014Q3 20142
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
NATIXIS 220.02%0.02%0.02%Q3 2016Q4 20162
Paragon Wealth Strategies, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Camarda Financial Advisors, LLC 220.01%0.02%0.04%Q1 2014Q2 20142
HERITAGE WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
QCM Cayman, Ltd. 220.57%0.87%1.17%Q1 2021Q2 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.03%0.03%0.03%Q2 2016Q3 20182
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Altus Wealth Group LLC 220.00%0.00%0.00%Q4 2020Q1 20212
HAP Trading, LLC 220.04%0.04%0.05%Q2 2020Q3 20202
Asset Dedication, LLC 110.00%0.01%0.02%Q1 2019Q3 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q4 20222
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Sovereign Financial Group, Inc. 220.08%0.11%0.13%Q1 2022Q2 20222
MARIPAU WEALTH MANAGEMENT LLC 220.39%0.45%0.51%Q4 2021Q1 20222
Certus Wealth Management, LLC 220.30%0.31%0.32%Q2 2023Q3 20232
Wealthstar Advisors, LLC 110.41%1.06%1.70%Q1 2022Q3 20232
CITY NATIONAL BANK 220.00%0.00%0.00%Q2 2014Q3 20142
Apriem Advisors 110.00%0.00%0.01%Q1 2016Q1 20172
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Howard Capital Management Inc. 220.04%0.04%0.04%Q3 2021Q4 20212
Interchange Capital Partners, LLC 110.01%0.15%0.28%Q4 2020Q4 20222
Legacy Financial Group LLC 110.00%0.17%0.33%Q4 2022Q3 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Hudock, Inc. 220.00%0.00%0.00%Q1 2015Q2 20152
One Wealth Advisors, LLC 220.09%0.12%0.14%Q4 2022Q1 20232
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
MITCHELL GROUP INC 110.00%0.01%0.02%Q4 2016Q4 20182
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2021Q3 20212
ATWOOD & PALMER INC 220.00%0.00%0.00%Q2 2014Q3 20142
MONTAG A & ASSOCIATES INC 220.01%0.01%0.01%Q2 2023Q3 20232
COMERICA BANK 110.00%0.00%0.00%Q1 2016Q3 20232
Centerpoint Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Quantbot Technologies LP 220.00%0.02%0.04%Q4 2021Q1 20222
TOMPKINS FINANCIAL CORP 110.00%0.01%0.01%Q4 2019Q4 20232
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Kerntke Otto McGlone Wealth Management Group 110.22%0.22%0.23%Q4 2022Q3 20232
Jefferies Group LLC 220.01%0.01%0.01%Q1 2014Q2 20142
VSR Financial Services, Inc. 220.03%0.03%0.03%Q4 2014Q1 20152
Bangor Savings Bank 220.00%0.00%0.00%Q4 2022Q1 20232
Pinnacle Family Advisors, LLC 110.53%0.55%0.56%Q1 2017Q1 20182
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Noven Financial Group, Inc. 220.73%0.84%0.95%Q2 2014Q3 20142
Detalus Advisors, LLC 220.70%0.74%0.77%Q3 2022Q4 20222
Insight Wealth Strategies, LLC 110.03%0.03%0.03%Q1 2021Q3 20212
Retirement Planning Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.19%0.22%0.24%Q1 2023Q2 20232
Icon Wealth Advisors, LLC 220.22%0.22%0.22%Q3 2022Q4 20222
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
Copperleaf Capital, LLC 220.25%0.26%0.28%Q3 2022Q4 20222
Burleson & Company, LLC 220.01%0.02%0.02%Q3 2022Q4 20222
Ameritas Investment Partners, Inc. 220.00%0.02%0.04%Q4 2015Q1 20162
Harbour Capital Advisors, LLC 110.01%0.08%0.16%Q1 2017Q4 20192
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2021Q1 20222
STRINGER ASSET MANAGEMENT, LLC 220.57%0.89%1.20%Q2 2014Q3 20142
Allegis Investment Advisors, LLC 220.25%0.38%0.50%Q2 2016Q3 20162
Callan Capital, LLC 220.05%0.09%0.12%Q4 2019Q1 20202
ISTHMUS PARTNERS, LLC 110.01%0.01%0.01%Q4 2015Q4 20162
PETTYJOHN, WOOD & WHITE, INC 220.10%0.10%0.10%Q1 2015Q2 20152
Stearns Financial Services Group 220.00%0.00%0.00%Q3 2018Q4 20182
National Wealth Management Group, LLC 220.30%0.36%0.42%Q4 2021Q1 20222
Laidlaw Wealth Management LLC 220.04%0.05%0.06%Q4 2022Q1 20232
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q2 20222
C2C Wealth Management, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 220.06%0.06%0.07%Q2 2015Q3 20152
B. Riley Wealth Management, Inc. 220.00%0.00%0.00%Q1 2014Q2 20142
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2020Q4 20212
XR Securities LLC 110.01%1.84%3.66%Q1 2018Q1 20202
LAZARI CAPITAL MANAGEMENT, INC. 220.18%0.19%0.21%Q2 2023Q3 20232
Oxler Private Wealth LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Virtus ETF Advisers LLC 220.62%0.80%0.98%Q3 2016Q4 20162
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.05%0.06%0.07%Q4 2021Q3 20222
Blueshift Asset Management, LLC 220.06%0.07%0.08%Q2 2020Q3 20202
Choate Investment Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
Wealth Management Solutions, LLC 220.35%0.72%1.10%Q4 2021Q1 20222
SMITH CHAS P & ASSOCIATES PA CPAS 220.05%0.05%0.05%Q2 2013Q3 20132
River Wealth Advisors LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q1 20202
BAROMETER CAPITAL MANAGEMENT INC. 110.04%0.05%0.06%Q1 2016Q4 20222
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.03%Q2 2013Q3 20132
Axim Planning & Wealth 220.00%0.02%0.03%Q2 2022Q3 20222
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q1 2018Q2 20182
Independent Wealth Network Inc. 220.92%0.94%0.97%Q1 2022Q2 20222
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q2 2018Q3 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q3 2021Q4 20212
Barber Financial Group, Inc. 110.04%0.10%0.16%Q1 2018Q1 20222
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Planned Solutions, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
ACCESS FINANCIAL SERVICES, INC. 220.22%0.23%0.24%Q1 2019Q2 20192
Verity Asset Management, Inc. 220.59%0.63%0.68%Q1 2021Q2 20212
Fernwood Investment Management, LLC 220.27%0.54%0.81%Q4 2013Q1 20142
AFT, FORSYTH & COMPANY, INC. 220.03%0.03%0.03%Q2 2013Q3 20132
Ellevest, Inc. 220.00%0.00%0.01%Q4 2022Q1 20232
Bull Oak Capital, LLC 221.38%3.29%5.20%Q1 2022Q2 20222
ClearBridge Investments 220.00%0.00%0.00%Q4 2014Q1 20152
STRATEGIC WEALTH MANAGEMENT INC 111.63%1.65%1.68%Q4 2012Q4 20142
NEW ENGLAND ASSET MANAGEMENT INC 220.04%0.04%0.04%Q4 2015Q1 20162
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 220.27%0.27%0.28%Q2 2018Q3 20182
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2013Q4 20212
Sentinus, LLC 220.18%0.19%0.21%Q3 2022Q4 20222
BOKF, NA 110.00%0.00%0.01%Q3 2017Q4 20192
JMG Financial Group, Ltd. 220.02%0.02%0.02%Q1 2023Q2 20232
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
Quantitative Advantage, LLC 113.06%3.06%3.06%Q2 2014Q2 20141
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Veracity Capital LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
SNOW CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q4 2017Q4 20171
BANK OF THE WEST 110.03%0.03%0.03%Q4 2014Q4 20141
Modera Wealth Management, LLC 110.07%0.07%0.07%Q1 2016Q1 20161
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Pointe Capital Management LLC 110.96%0.96%0.96%Q4 2016Q4 20161
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 110.12%0.12%0.12%Q2 2013Q2 20131
Paragon Capital Management Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Marotta Asset Management 110.09%0.09%0.09%Q1 2020Q1 20201
Arcadia Wealth Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Horizon Family Wealth, Inc. 110.40%0.40%0.40%Q3 2023Q3 20231
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
McIlrath & Eck, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lake Point Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q3 2023Q3 20231
Jackson, Grant Investment Advisers, Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
Kraft, Davis & Associates, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Latitude Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bellwether Advisors, LLC 112.50%2.50%2.50%Q3 2023Q3 20231
CX Institutional 110.03%0.03%0.03%Q3 2022Q3 20221
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q4 2015Q4 20151
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q3 2023Q3 20231
LODESTAR PRIVATE ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2017Q1 20171
GARRISON POINT ADVISORS, LLC 110.22%0.22%0.22%Q1 2019Q1 20191
FUKOKU MUTUAL LIFE INSURANCE Co 110.84%0.84%0.84%Q3 2015Q3 20151
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q1 2015Q1 20151
Coppell Advisory Solutions LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Lebenthal Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DEAN INVESTMENT ASSOCIATES, LLC 110.16%0.16%0.16%Q4 2014Q4 20141
Coppell Advisory Solutions Corp. 110.07%0.07%0.07%Q1 2023Q1 20231
Empirical Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AlphaStar Capital Management, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
TCI Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
ADVISOR CONSULTANT NETWORK INC 110.09%0.09%0.09%Q3 2016Q3 20161
Parcion Private Wealth LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
MA Private Wealth 110.07%0.07%0.07%Q1 2022Q1 20221
Harvest Investment Services, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2023Q3 20231
GENWORTH FINANCIAL INC 110.83%0.83%0.83%Q2 2013Q2 20131
Y-Intercept (Hong Kong) Ltd 110.05%0.05%0.05%Q2 2022Q2 20221
Ken Stern & Associates, Inc. 112.99%2.99%2.99%Q1 2015Q1 20151
West Coast Financial LLC 110.08%0.08%0.08%Q2 2016Q2 20161
CAPE COD FIVE CENTS SAVINGS BANK 110.03%0.03%0.03%Q4 2018Q4 20181
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q3 2023Q3 20231
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MCDONALD PARTNERS LLC 110.07%0.07%0.07%Q4 2021Q4 20211
MOORE CAPITAL MANAGEMENT, LP 110.04%0.04%0.04%Q3 2013Q3 20131
Highlander Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Voya Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
1900 WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q2 2021Q2 20211
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DUBUQUE BANK & TRUST CO 110.04%0.04%0.04%Q4 2018Q4 20181
Clifford Group, LLC 110.93%0.93%0.93%Q4 2022Q4 20221
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q1 2018Q1 20181
RATIONAL ADVISORS LLC 110.37%0.37%0.37%Q1 2009Q1 20091
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Blue Chip Partners, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
FundX Investment Group, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Halpern Financial, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q1 2017Q1 20171
SVB Investment Services Inc. 110.91%0.91%0.91%Q1 2022Q1 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2022Q1 20221
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Live Oak Investment Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Grace Capital 110.01%0.01%0.01%Q4 2020Q4 20201
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Hoxton Planning & Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Park Place Capital Corp 110.03%0.03%0.03%Q4 2022Q4 20221
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
HighTower Trust Company, N.A. 111.05%1.05%1.05%Q2 2022Q2 20221
LVW Advisors, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Regis Management CO LLC 110.30%0.30%0.30%Q4 2014Q4 20141
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Triumph Capital Management 110.42%0.42%0.42%Q2 2023Q2 20231
Cubist Systematic Strategies, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Castle Rock Wealth Management, LLC 110.33%0.33%0.33%Q3 2018Q3 20181
Beaumont Financial Partners, LLC 112.38%2.38%2.38%Q3 2013Q3 20131
Valentine Capital Asset Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Meridian Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MERITAGE PORTFOLIO MANAGEMENT 110.08%0.08%0.08%Q4 2015Q4 20151
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Waldron Private Wealth LLC 110.03%0.03%0.03%Q3 2020Q3 20201
PFG Advisors 110.02%0.02%0.02%Q4 2021Q4 20211
Bullseye Investment Management, LLC 111.01%1.01%1.01%Q2 2022Q2 20221
Balentine LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Mandatum Life Insurance Co Ltd 110.01%0.01%0.01%Q4 2015Q4 20151
Hobart Private Capital, LLC 110.44%0.44%0.44%Q4 2022Q4 20221
Stuart Chaussee & Associates, Inc. 110.24%0.24%0.24%Q4 2016Q4 20161
Pinnacle Advisory Group, Inc. 110.29%0.29%0.29%Q4 2019Q4 20191
Covenant Multifamily Offices, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Alpha DNA Investment Management LLC 110.06%0.06%0.06%Q1 2021Q1 20211
NewEdge Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MID CONTINENT CAPITAL LLC/IL 110.08%0.08%0.08%Q4 2014Q4 20141
Prostatis Group LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
FourThought Financial, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Next Level Private LLC 110.16%0.16%0.16%Q2 2022Q2 20221
ForthRight Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Advocacy Wealth Management Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q2 2019Q2 20191
Independent Advisor Alliance 110.06%0.06%0.06%Q1 2017Q1 20171
Penserra Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Calamos Advisors LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SageView Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q1 2022Q1 20221
RMB Capital Management, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
CONSOLIDATED CAPITAL MANAGEMENT, LLC 110.38%0.38%0.38%Q4 2018Q4 20181
Squar Milner Financial Services LLC 110.13%0.13%0.13%Q2 2018Q2 20181
Mariner Wealth Advisors-Madison, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
InterOcean Capital, LLC 110.07%0.07%0.07%Q2 2015Q2 20151
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Intelligence Driven Advisers, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Tempus Wealth Planning, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
Brouwer & Janachowski, LLC 110.06%0.06%0.06%Q2 2015Q2 20151
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
ELM ADVISORS, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
TCG Advisors, LP 110.02%0.02%0.02%Q1 2019Q1 20191
Samalin Investment Counsel, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
CPR Investments Inc. 114.49%4.49%4.49%Q4 2022Q4 20221
SCHRODER INVESTMENT MANAGEMENT GROUP 110.04%0.04%0.04%Q2 2015Q2 20151
Cordant, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Richard C. Young & CO., LTD. 110.52%0.52%0.52%Q4 2018Q4 20181
JUNCTURE WEALTH STRATEGIES, LLC 110.45%0.45%0.45%Q4 2023Q4 20231
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
EWG Elevate Inc. 112.18%2.18%2.18%Q2 2023Q2 20231
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Chapwood Capital Investment Management, LLC 111.91%1.91%1.91%Q4 2019Q4 20191
Squarepoint Ops LLC 110.01%0.01%0.01%Q1 2022Q1 20221
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q2 2022Q2 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FCA CORP /TX 110.09%0.09%0.09%Q4 2019Q4 20191
HC Advisors, LLC 111.41%1.41%1.41%Q4 2019Q4 20191
Powell Investment Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AURORA FINANCIAL ADVISORS, LLC 110.17%0.17%0.17%Q4 2017Q4 20171
External links

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