ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 3710.00%0.01%0.02%Q1 2009Q3 202343
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Stillwater Capital Advisors, LLC 42420.11%0.36%1.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.04%0.15%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.10%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 41410.00%0.02%0.08%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Fernwood Investment Management, LLC 40401.71%2.31%3.39%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3280.00%0.07%0.34%Q2 2013Q3 202340
Janney Montgomery Scott LLC 3010.00%0.01%0.03%Q3 2013Q3 202339
Sandy Spring Bank 39390.01%0.01%0.02%Q1 2014Q3 202339
GOLDMAN SACHS GROUP INC 1920.00%0.00%0.01%Q2 2012Q3 202338
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q2 2013Q3 202337
Private Advisor Group, LLC 3430.01%0.05%0.12%Q2 2014Q3 202337
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
JPMORGAN CHASE & CO 2460.00%0.00%0.00%Q2 2013Q3 202336
Cambridge Investment Research Advisors, Inc. 35350.00%0.03%0.12%Q1 2015Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.05%Q2 2013Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35350.01%0.05%0.18%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
Advisory Services Network, LLC 1310.00%0.05%0.32%Q4 2013Q3 202333
Tower Research Capital LLC (TRC) 3030.00%0.07%0.49%Q2 2015Q3 202333
Citadel Advisors 1620.00%0.00%0.00%Q4 2014Q3 202332
Gemmer Asset Management LLC 32320.00%0.01%0.02%Q2 2014Q1 202232
Geneos Wealth Management Inc. 31310.02%0.08%0.18%Q1 2016Q3 202331
RiverFront Investment Group, LLC 3010.01%0.38%1.01%Q1 2014Q4 202131
First Allied Advisory Services, Inc. 30300.02%0.04%0.21%Q2 2013Q3 202030
STIFEL FINANCIAL CORP 2370.00%0.01%0.04%Q4 2015Q3 202330
FMR LLC 30300.00%0.00%0.00%Q2 2016Q3 202330
CREDIT SUISSE AG/ 2010.00%0.00%0.01%Q2 2013Q1 202129
Creative Planning 1380.00%0.00%0.00%Q2 2013Q3 202329
Glenview Trust Co 2810.02%0.03%0.06%Q4 2015Q3 202329
IFP Advisors, Inc 1710.00%0.01%0.04%Q4 2015Q3 202329
DAVENPORT & Co LLC 29290.00%0.01%0.01%Q3 2016Q3 202329
Osborn Williams & Donohoe LLC 28280.11%0.17%0.20%Q2 2013Q1 202028
BANK OF NOVA SCOTIA 1010.00%0.00%0.01%Q1 2014Q1 202228
Madden Advisory Services, Inc. 28280.04%0.41%0.57%Q2 2013Q1 202028
IHT Wealth Management, LLC 28280.02%0.10%0.40%Q4 2016Q3 202328
CIBC WORLD MARKET INC. 2310.00%0.02%0.03%Q4 2014Q3 202328
Baystate Wealth Management LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.00%0.02%0.05%Q1 2017Q3 202327
Cetera Advisors LLC 1740.01%0.02%0.08%Q4 2015Q3 202327
North Star Investment Management Corp. 2160.00%0.00%0.00%Q1 2014Q4 202027
Simmons Bank 27270.05%0.07%0.08%Q1 2017Q3 202327
Conservest Capital Advisors, Inc. 27270.30%0.39%0.58%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
CWM, LLC 1710.00%0.01%0.26%Q3 2015Q3 202327
Carroll Financial Associates, Inc. 26260.00%0.00%0.01%Q3 2015Q4 202126
BB&T SECURITIES, LLC 26260.01%0.05%0.25%Q2 2013Q3 201926
MONROE BANK & TRUST/MI 25250.08%0.12%0.19%Q2 2013Q2 201925
Sigma Planning Corp 1220.01%0.04%0.19%Q4 2015Q3 202325
Coastal Bridge Advisors, LLC 25250.10%0.15%0.20%Q3 2017Q3 202325
AUA CAPITAL MANAGEMENT, LLC 25250.04%0.08%0.17%Q4 2016Q4 202225
BDO Wealth Advisors, LLC 25250.01%0.02%0.05%Q2 2017Q2 202325
Mutual Advisors, LLC 24240.02%0.04%0.11%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.05%Q4 2017Q3 202324
Front Row Advisors LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
JANE STREET GROUP, LLC 710.00%0.01%0.07%Q1 2014Q2 202324
BESSEMER GROUP INC 2210.00%0.00%0.00%Q2 2013Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
Ironwood Financial, llc 23230.01%0.01%0.02%Q1 2016Q3 202123
Ledyard National Bank 23230.00%0.00%0.00%Q2 2013Q4 201823
Nelson Capital Management, LLC 22220.01%0.01%0.01%Q2 2014Q3 201922
First Horizon Advisors, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
SG Americas Securities, LLC 1610.00%0.01%0.08%Q2 2013Q1 202122
Family Firm, Inc. 22220.10%0.15%0.24%Q1 2018Q2 202322
MML INVESTORS SERVICES, LLC 1530.00%0.04%0.16%Q2 2017Q3 202322
AdvisorNet Financial, Inc 1840.00%0.00%0.05%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.19%Q3 2018Q3 202321
HighTower Advisors, LLC 1740.00%0.00%0.00%Q2 2017Q3 202321
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20200.01%0.01%0.03%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
Graves Light Lenhart Wealth, Inc. 20200.04%0.06%0.07%Q4 2018Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 1370.00%0.00%0.01%Q3 2014Q3 202320
NewEdge Advisors, LLC 1460.02%0.05%0.10%Q3 2018Q3 202320
Bank of New York Mellon Corp 1610.00%0.00%0.00%Q2 2013Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.06%0.11%Q1 2019Q3 202319
ACG Wealth 1810.03%0.07%0.11%Q4 2013Q2 202219
Capital Analysts, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1810.00%0.12%1.04%Q4 2014Q3 201919
Global Retirement Partners, LLC 840.00%0.00%0.01%Q2 2018Q3 202319
Blankinship & Foster, LLC 1450.13%0.21%0.31%Q4 2018Q3 202319
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
Prospera Financial Services Inc 1620.01%0.20%0.96%Q2 2016Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
Manchester Capital Management LLC 1520.00%0.01%0.02%Q4 2015Q3 202317
SPC Financial, Inc. 830.07%1.77%2.73%Q2 2013Q3 202317
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
People's United Financial, Inc. 17170.00%0.01%0.01%Q2 2013Q2 201717
J.P. Morgan Private Wealth Advisors LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
FIRST MERCHANTS CORP 1150.02%0.02%0.03%Q3 2019Q3 202316
STEPHENS INC /AR/ 710.00%0.04%0.16%Q2 2013Q3 202316
Affiance Financial, LLC 16160.08%0.11%0.13%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.03%0.07%Q4 2019Q3 202316
Stonebridge Financial Planning Group, LLC 16160.68%0.83%1.04%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
Advisor Group, Inc. 15150.00%0.02%0.07%Q2 2016Q4 201915
First Citizens Financial Corp 1321.65%1.99%2.28%Q4 2019Q3 202315
VALLEY NATIONAL ADVISERS INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Grace Capital 15150.20%0.79%1.14%Q2 2018Q4 202115
LINCOLN NATIONAL CORP 1320.01%0.02%0.04%Q1 2018Q3 202315
FIFTH THIRD BANCORP 1310.00%0.00%0.00%Q2 2013Q3 201915
MSI Financial Services Inc 15150.01%0.05%0.23%Q2 2013Q4 201615
Winslow, Evans & Crocker, Inc. 15150.00%0.02%0.04%Q4 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.01%0.03%0.05%Q1 2020Q3 202315
US BANCORP \DE\ 1210.00%0.00%0.00%Q1 2014Q3 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14140.01%0.02%0.02%Q2 2020Q3 202314
Quantitative Advantage, LLC 911.97%2.74%3.28%Q2 2013Q1 202014
CIBC Asset Management Inc 14140.04%0.14%0.22%Q4 2014Q1 201814
Timber Hill LLC 810.00%0.01%0.04%Q2 2013Q4 201714
Ifrah Financial Services, Inc. 1040.08%0.17%0.23%Q2 2014Q4 201714
Ellis Investment Partners, LLC 14140.02%0.03%0.04%Q2 2019Q3 202214
Cetera Investment Advisers 14140.03%0.07%0.18%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 14140.06%0.17%0.47%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.06%0.09%0.15%Q4 2013Q1 201714
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.05%Q3 2020Q3 202313
NATIONAL PLANNING CORP 610.02%0.08%0.16%Q2 2013Q2 201713
Newbridge Financial Services Group, Inc. 13130.02%0.03%0.04%Q3 2020Q3 202313
Gray Wealth Management Inc. 13130.13%0.16%0.18%Q3 2020Q3 202313
Valeo Financial Advisors, LLC 13130.00%0.01%0.02%Q1 2018Q1 202113
Compagnie Lombard Odier SCmA 13130.00%0.00%0.01%Q4 2014Q4 201713
Peachtree Investment Advisors, Inc. 13130.02%0.38%0.61%Q3 2014Q3 201713
CAPTRUST FINANCIAL ADVISORS 630.00%0.00%0.00%Q4 2015Q3 202313
Beacon Financial Advisory LLC 13130.15%0.21%0.30%Q3 2020Q3 202313
ASSETMARK, INC 820.00%0.25%2.03%Q4 2014Q4 202213
Capital Advisory Group Advisory Services, LLC 12120.00%0.08%0.19%Q1 2018Q4 202012
BROWN BROTHERS HARRIMAN & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
Diversified, LLC 12120.05%0.11%0.19%Q4 2020Q3 202312
HCR Wealth Advisors 750.04%0.16%0.34%Q4 2016Q4 202012
Charter Oak Capital Management, LLC 12120.05%0.09%0.16%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Virtu KCG Holdings LLC 410.00%0.02%0.04%Q3 2013Q2 201712
Abbrea Capital, LLC 12120.04%0.04%0.05%Q4 2020Q3 202312
NEXT Financial Group, Inc 530.00%0.01%0.01%Q3 2014Q4 202112
GARRISON POINT ADVISORS, LLC 12120.16%0.19%0.22%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BAILARD, INC. 12120.01%0.01%0.01%Q4 2020Q3 202312
COOKSON PEIRCE & CO INC 840.03%0.16%0.31%Q4 2014Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Concord Wealth Partners 11110.02%0.27%1.40%Q4 2020Q2 202311
Accel Wealth Management 11110.01%0.10%0.31%Q1 2021Q3 202311
Regal Investment Advisors LLC 1010.00%0.02%0.16%Q2 2013Q2 202211
WESTPORT RESOURCES MANAGEMENT INC 11110.01%0.01%0.01%Q2 2013Q4 201511
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
CALTON & ASSOCIATES, INC. 610.01%0.44%0.99%Q4 2017Q3 202311
STEPH & CO 11110.05%0.06%0.06%Q1 2021Q3 202311
Brookstone Capital Management 830.01%0.12%0.44%Q3 2020Q3 202311
Piscataqua Savings Bank 11110.03%0.04%0.06%Q1 2021Q3 202311
Atria Investments, Inc 610.02%0.11%0.34%Q3 2015Q2 202311
SUNTRUST BANKS INC 740.00%0.00%0.01%Q1 2016Q3 201911
Pensionmark Financial Group, LLC 11110.06%0.07%0.09%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.02%0.02%0.02%Q4 2016Q2 201911
CULLEN/FROST BANKERS, INC. 11110.01%0.01%0.01%Q2 2019Q4 202111
SONATA CAPITAL GROUP INC 510.08%0.15%0.20%Q4 2014Q2 202311
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q4 2020Q1 202310
AE Wealth Management LLC 710.01%0.04%0.11%Q2 2019Q3 202310
J.W. COLE ADVISORS, INC. 820.02%0.09%0.15%Q1 2021Q3 202310
OPPENHEIMER & CO INC 710.01%0.04%0.23%Q2 2014Q2 202210
Integrated Wealth Concepts LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
MinichMacGregor Wealth Management, LLC 640.00%3.61%7.85%Q4 2015Q3 202310
MEITAV INVESTMENT HOUSE LTD 10100.01%0.01%0.01%Q2 2021Q3 202310
SIGNATUREFD, LLC 610.00%0.00%0.01%Q2 2013Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.06%0.23%Q1 2021Q3 202310
BlackRock Inc. 510.00%0.00%0.00%Q4 2015Q4 202210
EPG Wealth Management LLC 520.00%0.00%0.00%Q4 2019Q3 202310
CENTAURUS FINANCIAL, INC. 610.02%0.03%0.08%Q3 2020Q3 202310
JTC Employer Solutions Trustee Ltd 10100.02%0.03%0.03%Q2 2021Q3 202310
Maryland Capital Management 910.02%0.04%0.06%Q2 2013Q4 201610
Cetera Advisor Networks LLC 810.00%0.02%0.03%Q2 2020Q3 20239
Wagner Wealth Management, LLC 990.00%0.02%0.12%Q1 2021Q1 20239
Allworth Financial LP 540.00%0.00%0.01%Q1 2015Q3 20239
Belpointe Asset Management LLC 990.01%0.11%0.46%Q1 2021Q1 20239
WFG Advisors, LP 630.00%0.02%0.03%Q2 2013Q2 20169
CREATIVE FINANCIAL DESIGNS INC /ADV 990.02%0.11%0.17%Q3 2021Q3 20239
Essex LLC 990.35%0.55%0.61%Q3 2021Q3 20239
MONEY CONCEPTS CAPITAL CORP 810.00%0.39%0.92%Q1 2021Q3 20239
BENJAMIN F. EDWARDS & COMPANY, INC. 510.00%0.01%0.01%Q3 2017Q2 20238
Canvas Wealth Advisors, LLC 880.09%0.10%0.13%Q1 2021Q4 20228
Bogart Wealth, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MASSMUTUAL TRUST CO FSB/ADV 710.00%0.01%0.03%Q1 2014Q1 20168
Hudock, Inc. 880.01%0.01%0.01%Q3 2015Q2 20178
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.02%0.05%0.06%Q4 2013Q1 20188
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.08%2.01%4.32%Q4 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Aurora Private Wealth, Inc. 880.09%0.82%1.16%Q4 2020Q3 20228
FDx Advisors, Inc. 880.01%0.01%0.02%Q4 2015Q3 20178
IBEX WEALTH ADVISORS 410.00%0.31%0.66%Q3 2016Q4 20228
COMERICA SECURITIES,INC. 880.02%0.02%0.02%Q4 2020Q3 20228
Cordatus Wealth Management LLC 410.08%0.12%0.27%Q3 2020Q2 20238
Bison Wealth, LLC 620.00%0.01%0.03%Q2 2020Q2 20228
Jacobi Capital Management LLC 530.00%0.01%0.02%Q2 2017Q4 20198
Kovack Advisors, Inc. 510.03%0.15%0.46%Q2 2017Q4 20228
CX Institutional 410.01%0.03%0.11%Q4 2020Q3 20238
Sowell Financial Services LLC 710.01%0.01%0.02%Q3 2019Q1 20238
Advisors Preferred, LLC 310.00%0.03%0.13%Q2 2015Q1 20237
Arkadios Wealth Advisors 770.03%0.04%0.05%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.06%0.07%0.08%Q1 2022Q3 20237
Laidlaw Wealth Management LLC 430.04%0.09%0.15%Q4 2021Q3 20237
Archer Investment Corp 520.03%0.07%0.09%Q1 2019Q3 20237
Ameritas Advisory Services, LLC 610.01%0.12%0.22%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.01%Q1 2021Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.07%0.16%0.30%Q2 2013Q4 20147
BLACKROCK ADVISORS LLC 770.04%0.04%0.05%Q2 2015Q4 20167
Concert Wealth Management Inc. 410.01%0.04%0.06%Q3 2013Q3 20167
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
PENOBSCOT WEALTH MANAGEMENT 771.11%1.31%1.67%Q1 2022Q3 20237
New Millennium Group LLC 770.02%1.60%3.78%Q1 2022Q3 20237
Capital Advisors, Ltd. LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Qube Research & Technologies Ltd 610.00%0.01%0.02%Q4 2021Q3 20237
AVANTAX ADVISORY SERVICES, INC. 610.01%0.04%0.06%Q3 2020Q3 20237
COMERICA SECURITIES INC 770.14%0.30%0.51%Q1 2015Q3 20167
Fulcrum Equity Management 410.35%1.75%2.41%Q3 2019Q4 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.01%0.02%Q4 2017Q3 20197
ATHERTON LANE ADVISERS, LLC 770.04%0.05%0.06%Q2 2014Q4 20157
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
RAYMOND JAMES TRUST N.A. 520.01%0.01%0.03%Q1 2014Q2 20237
MYCIO WEALTH PARTNERS, LLC 770.03%0.03%0.04%Q2 2018Q4 20197
TWO SIGMA INVESTMENTS, LP 660.00%0.01%0.04%Q2 2022Q3 20236
TWO SIGMA ADVISERS, LP 660.00%0.01%0.01%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Atria Wealth Solutions, Inc. 510.01%0.01%0.02%Q1 2022Q3 20236
Koshinski Asset Management, Inc. 330.01%0.03%0.05%Q1 2020Q1 20226
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.04%0.04%0.04%Q4 2014Q1 20166
Continuum Advisory, LLC 660.05%0.06%0.08%Q2 2022Q3 20236
Avior Wealth Management, LLC 660.00%0.01%0.03%Q2 2022Q3 20236
Merit Financial Group, LLC 660.03%0.03%0.05%Q2 2022Q3 20236
Royal Fund Management, LLC 510.04%0.28%1.35%Q1 2020Q1 20226
THOROUGHBRED FINANCIAL SERVICES, LLC 660.17%0.19%0.23%Q2 2022Q3 20236
B. Riley Wealth Advisors, Inc. 410.00%0.03%0.05%Q2 2014Q3 20236
QUANTUM CAPITAL MANAGEMENT 510.01%0.03%0.07%Q4 2013Q3 20206
NAVELLIER & ASSOCIATES INC 210.02%0.16%0.31%Q4 2014Q2 20216
Teamwork Financial Advisors, LLC 510.14%0.32%0.53%Q3 2020Q1 20236
TOMPKINS FINANCIAL CORP 660.02%0.02%0.02%Q3 2022Q4 20236
MGO ONE SEVEN LLC 510.01%1.39%6.03%Q4 2018Q3 20236
D. SCOTT NEAL, INC. 663.37%4.93%6.95%Q2 2022Q3 20236
WealthBridge Capital Management, LLC 660.14%0.16%0.17%Q2 2022Q3 20236
WealthCare Investment Partners, LLC 661.30%3.46%4.59%Q2 2022Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
Demars Financial Group, LLC 660.10%1.06%1.33%Q4 2020Q1 20226
Kalos Management, Inc. 420.25%2.10%3.07%Q1 2020Q2 20236
Evercore Wealth Management, LLC 420.00%0.00%0.00%Q3 2015Q4 20176
Virtue Capital Management, LLC 310.08%0.13%0.25%Q1 2021Q1 20236
Nikulski Financial, Inc. 660.28%0.31%0.40%Q2 2022Q3 20236
Genesee Capital Advisors, LLC 662.23%5.60%6.77%Q2 2022Q3 20236
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Atlas Private Wealth Management, LLC 660.08%0.10%0.12%Q4 2019Q1 20216
Strategic Blueprint, LLC 510.00%0.02%0.03%Q2 2021Q3 20236
Brick & Kyle, Associates 660.01%0.01%0.01%Q4 2014Q1 20166
Pinnacle Advisory Group, Inc. 660.04%0.05%0.06%Q3 2013Q4 20146
LFA - Lugano Financial Advisors SA 660.10%0.96%1.32%Q2 2022Q3 20236
Matthew Goff Investment Advisor, LLC 310.05%0.09%0.15%Q3 2017Q3 20236
SCHMIDT P J INVESTMENT MANAGEMENT INC 660.11%0.22%0.33%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 550.00%0.00%0.00%Q2 2022Q2 20235
GPS Wealth Strategies Group, LLC 320.01%0.01%0.02%Q2 2022Q3 20235
Harvest Investment Services, LLC 310.09%0.20%0.36%Q1 2020Q1 20225
Destination Wealth Management 410.00%0.12%0.20%Q2 2015Q2 20185
Fort Point Capital Partners LLC 550.26%0.47%0.62%Q1 2022Q1 20235
GSA CAPITAL PARTNERS LLP 320.03%0.09%0.15%Q3 2021Q3 20235
Rehmann Capital Advisory Group 550.33%0.36%0.40%Q3 2022Q3 20235
Heritage Wealth Advisors 550.02%0.06%0.12%Q2 2018Q2 20195
One Charles Private Wealth Services, LLC 550.13%0.17%0.20%Q3 2022Q3 20235
Wealthstar Advisors, LLC 410.07%0.39%1.53%Q1 2018Q1 20225
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
TRUSTCORE FINANCIAL SERVICES, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Gupta Wealth Management LLC 550.01%0.01%0.01%Q1 2015Q1 20165
CHEMUNG CANAL TRUST CO 550.70%0.76%0.81%Q2 2022Q2 20235
PFG Private Wealth Management, LLC 550.00%0.91%2.35%Q3 2022Q3 20235
Oxinas Partners Wealth Management LLC 410.15%0.21%0.32%Q1 2021Q3 20235
STRINGER ASSET MANAGEMENT, LLC 410.82%2.68%4.16%Q1 2015Q2 20165
US FINANCIAL ADVISORS, LLC 550.01%0.01%0.01%Q4 2014Q4 20155
Haverford Trust Co 550.00%0.00%0.00%Q3 2022Q3 20235
Baird Financial Group, Inc. 550.01%0.01%0.01%Q2 2022Q2 20235
Virtu Financial LLC 210.01%0.29%0.49%Q2 2016Q3 20185
TCI Wealth Advisors, Inc. 550.01%0.01%0.01%Q1 2022Q1 20235
Tri-Star Advisors Inc. 410.09%0.10%0.10%Q3 2021Q4 20225
Blue Granite Capital, LLC 550.01%0.01%0.01%Q4 2016Q4 20175
Founders Financial Alliance, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Cadent Capital Advisors, LLC 550.30%0.34%0.40%Q2 2022Q2 20235
SYM FINANCIAL Corp 550.01%0.02%0.04%Q3 2022Q3 20235
TAP Consulting, LLC 550.31%0.54%0.73%Q3 2022Q3 20235
MARSHALL WACE, LLP 210.00%0.00%0.01%Q3 2019Q1 20235
PACIFIC SUN FINANCIAL CORP 410.12%0.21%0.28%Q1 2022Q2 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.02%Q4 2016Q4 20175
WBI INVESTMENTS, LLC 410.02%0.05%0.06%Q3 2016Q1 20225
FourThought Financial, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
SYNOVUS FINANCIAL CORP 550.00%0.00%0.00%Q2 2016Q2 20175
Renaissance Technologies 210.00%0.00%0.00%Q1 2018Q4 20225
HBW ADVISORY SERVICES LLC 410.05%0.07%0.08%Q2 2021Q3 20235
Realta Investment Advisors 210.00%0.00%0.01%Q1 2019Q3 20235
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.01%0.04%Q4 2015Q3 20225
Well Done, LLC 550.73%0.82%0.88%Q3 2022Q3 20235
Wealth Management Partners, LLC 310.14%0.16%0.18%Q4 2020Q4 20225
DELTA ASSET MANAGEMENT LLC/TN 550.00%0.00%0.00%Q2 2013Q2 20145
COLONY GROUP LLC 550.01%0.01%0.01%Q1 2019Q1 20205
BANK HAPOALIM BM 320.24%1.54%3.37%Q3 2018Q4 20205
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q1 2019Q1 20215
CoreCap Advisors, LLC 550.01%0.02%0.04%Q4 2021Q4 20225
Selective Wealth Management, Inc. 550.04%0.05%0.06%Q3 2021Q3 20225
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Invesco Ltd. 320.00%0.00%0.00%Q2 2013Q2 20155
COTTONWOOD CAPITAL ADVISORS, LLC 440.26%0.37%0.51%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 210.00%0.01%0.01%Q2 2017Q3 20184
TWO SIGMA SECURITIES, LLC 110.00%0.22%0.88%Q3 2017Q3 20234
Strategic Wealth Partners, Ltd. 440.01%0.01%0.01%Q4 2017Q3 20184
Personal Wealth Partners 310.01%0.01%0.01%Q2 2019Q2 20214
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 220.00%0.01%0.02%Q1 2014Q2 20154
Allianz Asset Management GmbH 440.00%0.00%0.00%Q1 2022Q4 20224
WESPAC Advisors, LLC 310.20%0.57%0.79%Q2 2013Q1 20214
Milestone Advisory Partners 220.14%0.34%0.70%Q3 2019Q1 20234
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q4 2022Q3 20234
CAPITAL MANAGEMENT ASSOCIATES /NY/ 440.90%1.45%1.84%Q1 2022Q4 20224
Mariner, LLC 310.00%0.00%0.01%Q3 2015Q1 20234
SAXON INTERESTS, INC. 440.11%0.17%0.28%Q3 2022Q2 20234
Biondo Investment Advisors, LLC 310.05%0.06%0.07%Q4 2018Q3 20234
Oakworth Capital, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Leelyn Smith, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
D.A. DAVIDSON & CO. 310.00%0.04%0.06%Q2 2013Q3 20164
PRINCETON CAPITAL MANAGEMENT LLC 440.09%0.13%0.16%Q3 2022Q2 20234
WealthSpring Partners, LLC 446.73%7.60%8.47%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.10%0.16%0.27%Q4 2022Q3 20234
Joel Isaacson & Co., LLC 440.01%0.01%0.01%Q1 2016Q4 20164
Cerity Partners LLC 440.00%0.00%0.01%Q3 2022Q2 20234
Meridian Wealth Management, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2016Q2 20184
Kaye Capital Management 444.35%4.82%5.31%Q4 2022Q3 20234
Colonial Trust Advisors 440.02%0.02%0.02%Q4 2022Q3 20234
Tradition Wealth Management, LLC 440.00%0.08%0.32%Q4 2022Q3 20234
Systelligence, LLC 441.42%2.31%3.07%Q4 2022Q3 20234
Clearstead Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
FLAGSHIP HARBOR ADVISORS, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Ashburton (Jersey) Ltd 440.03%0.04%0.04%Q2 2018Q1 20194
Laffer Tengler Investments, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
StoneX Group Inc. 440.19%0.24%0.32%Q1 2021Q4 20214
Tevis Investment Management 440.01%0.04%0.14%Q4 2021Q3 20224
PRUDENTIAL FINANCIAL INC 440.00%0.01%0.01%Q4 2021Q3 20224
Kesler, Norman & Wride, LLC 310.06%0.48%0.92%Q2 2022Q3 20234
NORTHERN TRUST CORP 210.00%0.00%0.00%Q4 2021Q2 20234
OneDigital Investment Advisors LLC 440.01%0.03%0.08%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.01%0.01%Q4 2022Q3 20234
Paradigm Financial Advisors, LLC 310.03%0.72%1.09%Q1 2014Q3 20214
GW HENSSLER & ASSOCIATES LTD 440.03%0.05%0.06%Q2 2014Q1 20154
Perigon Wealth Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
DENVER WEALTH MANAGEMENT, INC. 440.24%0.70%1.05%Q2 2022Q1 20234
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Csenge Advisory Group 440.04%0.07%0.08%Q2 2020Q1 20214
DB Wealth Management Group, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
WFA of San Diego, LLC 210.00%0.01%0.02%Q2 2022Q3 20234
PIERSHALE FINANCIAL GROUP, INC. 210.00%0.01%0.02%Q4 2015Q1 20233
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Waverly Advisors, LLC 330.01%0.01%0.02%Q2 2014Q4 20143
Apeiron RIA LLC 330.20%0.21%0.21%Q1 2023Q3 20233
Sandy Cove Advisors, LLC 210.16%0.17%0.17%Q4 2021Q4 20223
Simplicity Solutions, LLC 110.04%1.04%2.91%Q4 2014Q2 20193
High Falls Advisors, Inc 330.01%0.01%0.01%Q4 2015Q2 20163
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
VitalStone Financial, LLC 210.00%0.70%2.11%Q4 2022Q3 20233
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.29%0.33%0.38%Q1 2018Q3 20183
WJ Wealth Management, LLC 333.50%4.26%5.01%Q2 2022Q4 20223
Clal Insurance Enterprises Holdings Ltd 330.11%0.11%0.12%Q4 2014Q2 20153
FLOW TRADERS U.S. LLC 210.08%0.10%0.13%Q1 2022Q3 20233
Capital CS Group, LLC 331.45%1.64%1.87%Q3 2022Q1 20233
SCOTIA CAPITAL INC. 210.00%0.01%0.04%Q4 2014Q1 20233
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AMJ Financial Wealth Management 330.11%0.17%0.25%Q1 2023Q3 20233
Fiduciary Planning LLC 330.02%0.03%0.03%Q3 2020Q1 20213
Johnson Financial Group, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Interchange Capital Partners, LLC 330.12%0.18%0.23%Q4 2022Q2 20233
Cresset Asset Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Beaumont Financial Partners, LLC 210.36%1.09%2.12%Q4 2014Q2 20163
Covestor Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
Capitol Family Office, Inc. 330.80%4.11%5.85%Q4 2022Q2 20233
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2021Q1 20233
Aptus Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Crosspoint Capital Strategies, LLC 210.00%0.00%0.01%Q1 2015Q4 20153
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.00%Q4 2020Q2 20213
Kore Private Wealth LLC 210.01%0.05%0.08%Q4 2018Q3 20213
Keel Point, LLC 330.04%0.05%0.06%Q2 2022Q4 20223
Wellington Shields Capital Management, LLC 330.05%0.06%0.09%Q1 2022Q3 20223
SFI Advisors, LLC 331.91%2.76%3.20%Q1 2023Q3 20233
Sowa Financial Group, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
AlphaMark Advisors, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Blue Trust, Inc. 210.00%0.00%0.00%Q4 2022Q3 20233
Camarda Financial Advisors, LLC 330.02%0.03%0.04%Q3 2014Q1 20153
Robertson Stephens Wealth Management, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Tortoise Investment Management, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
KCM INVESTMENT ADVISORS LLC 330.02%0.02%0.02%Q3 2014Q1 20153
Anchor Investment Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
First Heartland Consultants, Inc. 330.08%0.31%0.43%Q1 2022Q3 20223
BAROMETER CAPITAL MANAGEMENT INC. 110.08%0.12%0.16%Q3 2015Q1 20162
Aspire Capital Advisors LLC 222.99%3.13%3.26%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
HWG Holdings LP 220.00%0.00%0.00%Q3 2022Q4 20222
Ignite Planners, LLC 221.68%1.68%1.68%Q4 2022Q1 20232
DFPG INVESTMENTS, LLC 220.48%0.54%0.59%Q2 2019Q3 20192
TOWNSQUARE CAPITAL LLC 220.05%0.06%0.06%Q2 2019Q3 20192
Financial Management Professionals, Inc. 221.34%1.83%2.32%Q1 2016Q2 20162
Betterment LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Fiera Capital Corp 110.00%0.00%0.00%Q4 2022Q2 20232
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
West Branch Capital LLC 220.01%0.01%0.01%Q2 2021Q3 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MCIA Inc 220.00%0.00%0.01%Q2 2017Q3 20172
Granite Bay Wealth Management, LLC 110.56%0.77%0.98%Q1 2023Q3 20232
Gary Goldberg Planning Services Inc 220.01%0.01%0.01%Q1 2013Q2 20132
Syntal Capital Partners, LLC 110.56%0.76%0.95%Q1 2014Q3 20192
HRT FINANCIAL LP 110.06%0.82%1.57%Q3 2015Q1 20232
EP Wealth Advisors, LLC 110.00%0.00%0.01%Q2 2022Q3 20232
SEAVIEW INVESTMENT MANAGERS LLC 221.12%1.17%1.22%Q4 2022Q1 20232
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q4 2019Q3 20202
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2015Q2 20162
Cutter & CO Brokerage, Inc. 220.09%0.09%0.10%Q4 2014Q1 20152
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.00%0.00%0.01%Q4 2021Q1 20222
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Nauset Wealth Management. LLC 220.41%0.46%0.50%Q4 2021Q1 20222
CALDWELL SUTTER CAPITAL, INC. 220.03%0.03%0.03%Q2 2023Q3 20232
LFS ASSET MANAGEMENT 226.46%7.20%7.93%Q2 2022Q3 20222
Advisory Alpha, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BlackRock Investment Management, LLC 220.01%0.01%0.01%Q1 2014Q2 20142
Centerpoint Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.03%Q2 2013Q3 20132
Pinnacle Family Advisors, LLC 111.01%1.47%1.94%Q2 2017Q1 20202
ALLSTATE CORP 220.03%0.04%0.04%Q3 2022Q4 20222
Moloney Securities Asset Management, LLC 220.08%0.33%0.57%Q4 2020Q1 20212
Commonwealth Financial Services, LLC 220.01%0.35%0.69%Q4 2014Q1 20152
SIMON QUICK ADVISORS, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Argentus Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
AFFINITY WEALTH MANAGEMENT LLC 221.93%2.16%2.39%Q2 2016Q3 20162
FormulaFolio Investments, LLC 220.01%0.08%0.15%Q3 2020Q4 20202
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wolf Group Capital Advisors 220.38%0.38%0.39%Q2 2022Q3 20222
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.01%0.01%0.01%Q3 2018Q4 20182
OmniStar Financial Group, Inc. 220.65%0.70%0.75%Q3 2022Q4 20222
Millington Financial Advisors, LLC 223.10%3.25%3.39%Q4 2022Q1 20232
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 227.00%7.74%8.48%Q4 2022Q1 20232
O'Dell Group, LLC 110.00%0.15%0.30%Q4 2022Q2 20232
Valmark Advisers, Inc. 220.02%0.03%0.04%Q2 2022Q3 20222
Davis Capital Management 220.07%0.08%0.08%Q1 2020Q2 20202
S.C. Financial Services, Inc. 220.38%0.38%0.38%Q3 2022Q4 20222
Fortis Group Advisors, LLC 110.00%0.00%0.01%Q3 2020Q3 20232
ARROW FINANCIAL CORP 220.01%0.01%0.01%Q4 2017Q1 20182
Spectrum Management Group, LLC 220.26%0.28%0.30%Q2 2022Q3 20222
Forbes Financial Planning, Inc. 222.02%2.10%2.17%Q1 2023Q2 20232
Retirement Planning Group, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Barber Financial Group, Inc. 110.06%0.10%0.14%Q2 2017Q1 20222
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20222
Outlook Wealth Advisors, LLC 220.43%0.43%0.43%Q4 2020Q1 20212
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BigSur Wealth Management LLC 110.50%0.50%0.50%Q1 2018Q1 20181
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Institute for Wealth Management, LLC. 110.03%0.03%0.03%Q2 2013Q2 20131
Gilfoyle & Co LLC 114.89%4.89%4.89%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Almanack Investment Partners, LLC. 110.03%0.03%0.03%Q3 2022Q3 20221
WNY Asset Management, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
ADIRONDACK TRUST CO 110.05%0.05%0.05%Q3 2023Q3 20231
COBIZ WEALTH, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2018Q1 20181
Connectus Wealth, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Stuart Chaussee & Associates, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.31%0.31%0.31%Q2 2017Q2 20171
Great Diamond Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ALTERNA WEALTH MANAGEMENT, INC 110.30%0.30%0.30%Q4 2021Q4 20211
Voya Financial Advisors, Inc. 110.03%0.03%0.03%Q2 2017Q2 20171
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q2 2015Q2 20151
Blue Chip Partners, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
FNY Managed Accounts LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Worth Asset Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Industrial Alliance Investment Management Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GRIMES & COMPANY, INC. 111.24%1.24%1.24%Q1 2017Q1 20171
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Live Oak Investment Partners 110.00%0.00%0.00%Q3 2023Q3 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Oder Investment Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Latitude Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Transamerica Financial Advisors, Inc. 110.02%0.02%0.02%Q1 2015Q1 20151
Mandatum Life Insurance Co Ltd 110.02%0.02%0.02%Q4 2015Q4 20151
Financial Architects, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
Bellwether Advisors, LLC 113.40%3.40%3.40%Q3 2023Q3 20231
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Gradient Investments LLC 110.00%0.00%0.00%Q2 2016Q2 20161
ALLSTATE INVESTMENT MANAGEMENT CO 110.04%0.04%0.04%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.14%0.14%0.14%Q2 2023Q2 20231
Rise Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Elwood & Goetz Wealth Advisory Group, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Concorde Asset Management, LLC 112.96%2.96%2.96%Q4 2014Q4 20141
FineMark National Bank & Trust 110.01%0.01%0.01%Q4 2014Q4 20141
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Freedom Investment Management, Inc. 110.06%0.06%0.06%Q2 2015Q2 20151
FLAGSTAR ADVISORS INC 110.02%0.02%0.02%Q3 2022Q3 20221
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Integrated Wealth Management 110.00%0.00%0.00%Q2 2016Q2 20161
CREDIT AGRICOLE S A 110.01%0.01%0.01%Q4 2015Q4 20151
VERUS CAPITAL PARTNERS, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
TILIA FIDUCIARY PARTNERS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Tandem Wealth Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Samalin Investment Counsel, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Requisite Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2013Q4 20131
WCG Wealth Advisors LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Mariner Wealth Advisors-Madison, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Towerpoint Wealth, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Nalls Sherbakoff Group, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Shoker Investment Counsel, Inc. 110.87%0.87%0.87%Q4 2018Q4 20181
Redhawk Wealth Advisors, Inc. 112.20%2.20%2.20%Q3 2020Q3 20201
JOHNSON INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q4 2021Q4 20211
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2015Q2 20151
Wyrmwood Management LLC 114.51%4.51%4.51%Q3 2023Q3 20231
Synergy Asset Management, LLC 111.25%1.25%1.25%Q4 2021Q4 20211
West Coast Financial LLC 110.09%0.09%0.09%Q2 2016Q2 20161
CMC Financial Group 111.21%1.21%1.21%Q1 2022Q1 20221
PHILLIPS FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2020Q3 20201
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
ONE PLUS ONE WEALTH MANAGEMENT, LLC 111.66%1.66%1.66%Q2 2022Q2 20221
TFB Advisors LLC 110.19%0.19%0.19%Q2 2023Q2 20231
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gryphon Financial Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Signify Wealth 110.56%0.56%0.56%Q2 2022Q2 20221
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Fermata Advisors, LLC 110.80%0.80%0.80%Q4 2022Q4 20221
Elgethun Capital Management 110.00%0.00%0.00%Q4 2016Q4 20161
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Meiji Yasuda Life Insurance Co 110.36%0.36%0.36%Q3 2016Q3 20161
Moors & Cabot, Inc. 110.06%0.06%0.06%Q2 2014Q2 20141
Emery Howard Portfolio Management, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.08%0.08%0.08%Q2 2016Q2 20161
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Wellington Shields & Co., LLC 110.01%0.01%0.01%Q4 2022Q4 20221
KNIGHT CAPITAL GROUP LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q4 2022Q4 20221
Y-Intercept (Hong Kong) Ltd 110.03%0.03%0.03%Q1 2023Q1 20231
Prostatis Group LLC 114.50%4.50%4.50%Q2 2023Q2 20231
Retireful, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
RFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Maltin Wealth Management, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Progressive Investment Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Benchmark Wealth Management, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Price Capital Management, Inc. 110.05%0.05%0.05%Q4 2017Q4 20171
AURORA FINANCIAL ADVISORS, LLC 110.23%0.23%0.23%Q4 2017Q4 20171
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Clear Creek Financial Management, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Questar Asset Management, Inc. 110.29%0.29%0.29%Q4 2018Q4 20181
Empowered Funds, LLC 115.22%5.22%5.22%Q2 2022Q2 20221
External links

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