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%0.00%Q2 2013Q3 202396
Citadel Advisors 1910.00%0.00%0.00%Q2 2014Q3 202361
BARCLAYS PLC 1510.00%0.00%0.00%Q2 2013Q2 202148
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.02%Q1 2012Q3 202346
HUNTINGTON NATIONAL BANK 3610.00%0.01%0.05%Q1 2009Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202343
COMMERCE BANK 43430.12%0.37%0.84%Q1 2013Q3 202343
CITIGROUP INC 42420.00%0.00%0.03%Q2 2013Q3 202342
Cetera Advisor Networks LLC 4110.01%0.03%0.14%Q1 2013Q3 202342
FORVIS Wealth Advisors, LLC 42420.02%0.08%0.59%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.03%0.06%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.34%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.05%0.25%Q2 2013Q3 202342
ROBERTS GLORE & CO INC /IL/ 29120.20%0.34%0.52%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.03%0.11%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Cranbrook Wealth Management, LLC 40400.03%0.44%1.39%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 15100.00%0.04%0.26%Q2 2013Q3 202339
JANE STREET GROUP, LLC 1210.00%0.00%0.02%Q2 2015Q3 202339
Private Advisor Group, LLC 1770.00%0.05%0.28%Q4 2013Q3 202338
SYNOVUS FINANCIAL CORP 1710.00%0.00%0.01%Q2 2013Q3 202338
DOWLING & YAHNKE LLC 38380.05%0.10%0.16%Q2 2013Q3 202238
Tower Research Capital LLC (TRC) 2110.00%0.06%0.34%Q2 2013Q3 202338
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.00%0.08%0.42%Q3 2014Q3 202337
ACG Wealth 36360.07%0.21%0.66%Q4 2013Q3 202236
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Bartlett & Co. LLC 20160.01%0.02%0.08%Q4 2014Q4 202336
RAYMOND JAMES & ASSOCIATES 36360.00%0.01%0.02%Q4 2014Q3 202336
JPMORGAN CHASE & CO 1310.00%0.00%0.00%Q2 2013Q3 202336
CREDIT SUISSE AG/ 1710.00%0.00%0.01%Q1 2013Q4 202235
Tradewinds Capital Management, LLC 34340.00%0.00%0.01%Q4 2013Q1 202234
OPPENHEIMER & CO INC 1670.01%0.01%0.01%Q4 2013Q1 202334
FIFTH THIRD BANCORP 2810.00%0.00%0.00%Q2 2013Q3 202333
OLD SECOND NATIONAL BANK OF AURORA 33330.00%0.00%0.00%Q3 2015Q3 202333
Bray Capital Advisors 33330.17%0.21%0.30%Q3 2015Q3 202333
United Asset Strategies, Inc. 32320.03%0.42%1.30%Q2 2013Q1 202132
MYCIO WEALTH PARTNERS, LLC 18140.00%0.01%0.01%Q2 2013Q3 202332
Ameritas Investment Partners, Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
People's United Financial, Inc. 1740.01%0.03%0.10%Q2 2013Q3 202132
Anchor Investment Management, LLC 32320.00%0.00%0.01%Q1 2016Q4 202332
Raymond James Financial Services Advisors, Inc. 31310.00%0.01%0.08%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.02%0.13%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.10%Q4 2015Q3 202331
Harel Insurance Investments & Financial Services Ltd. 31310.00%0.00%0.01%Q1 2016Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.02%Q3 2014Q3 202330
NWAM LLC 1910.02%0.24%0.61%Q1 2013Q4 202030
Advisory Services Network, LLC 1010.00%0.11%0.44%Q4 2013Q3 202330
AlphaMark Advisors, LLC 30300.01%0.03%0.06%Q2 2013Q3 202030
Stratos Wealth Partners, LTD. 2360.01%0.06%0.14%Q4 2014Q2 202229
Daiwa Securities Group Inc. 29290.00%0.00%0.01%Q3 2016Q3 202329
Baker Avenue Asset Management, LP 15140.00%0.20%0.69%Q2 2013Q3 202329
Field & Main Bank 1440.02%0.07%0.12%Q4 2013Q3 202329
Snowden Capital Advisors LLC 2230.01%0.16%0.28%Q1 2016Q3 202329
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Carroll Financial Associates, Inc. 2610.00%0.01%0.02%Q2 2013Q1 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.09%Q2 2013Q4 201927
STIFEL FINANCIAL CORP 720.00%0.00%0.01%Q1 2014Q3 202327
Simmons Bank 27270.04%0.06%0.07%Q1 2017Q3 202327
CWM, LLC 1980.00%0.03%0.31%Q4 2016Q3 202327
OPTIMUM INVESTMENT ADVISORS 2340.01%0.01%0.02%Q2 2014Q3 202327
Madden Advisory Services, Inc. 27270.12%0.41%0.53%Q2 2013Q4 201927
Founders Capital Management 13130.02%0.02%0.02%Q1 2017Q4 202326
Cetera Advisors LLC 26260.01%0.02%0.03%Q2 2017Q3 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 1620.00%0.01%0.03%Q4 2016Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.02%0.08%Q1 2017Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.06%0.14%Q2 2017Q2 202325
Busey Bank 14110.01%0.02%0.04%Q2 2017Q3 202325
CENTRAL TRUST Co 2210.00%0.00%0.00%Q4 2013Q3 202325
Parallax Volatility Advisers, L.P. 1910.00%0.00%0.00%Q3 2013Q2 201925
Front Row Advisors LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.03%Q4 2017Q3 202324
IHT Wealth Management, LLC 2310.01%0.10%0.56%Q4 2016Q4 202224
Independence Bank of Kentucky 24240.02%0.06%0.14%Q4 2017Q3 202324
First Heartland Consultants, Inc. 1010.08%0.53%2.16%Q2 2013Q3 202323
HighTower Advisors, LLC 12110.00%0.00%0.01%Q2 2017Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
CAPTRUST FINANCIAL ADVISORS 1480.00%0.01%0.04%Q1 2017Q3 202322
Pathway Financial Advisors LLC 1480.31%0.54%0.96%Q4 2017Q3 202322
SSI INVESTMENT MANAGEMENT LLC 1410.01%0.04%0.06%Q3 2016Q4 202222
NEXT Financial Group, Inc 22220.01%0.07%0.25%Q3 2014Q4 201922
MURPHY CAPITAL MANAGEMENT INC 1390.04%0.05%0.10%Q4 2016Q2 202222
MinichMacGregor Wealth Management, LLC 1210.00%0.69%4.78%Q4 2015Q3 202321
CHARTIST INC /CA/ 1210.28%1.19%2.70%Q3 2013Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 910.00%0.04%0.11%Q2 2013Q1 202321
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
ADELL HARRIMAN & CARPENTER INC 1730.03%0.05%0.07%Q2 2013Q3 202320
First Allied Advisory Services, Inc. 910.00%0.14%0.42%Q2 2013Q3 202020
Cutler Group LLC / CA 410.00%0.01%0.12%Q4 2015Q3 202220
Vantage Investment Advisors, LLC 20200.00%0.00%0.00%Q4 2013Q3 201820
Winslow, Evans & Crocker, Inc. 1810.00%0.02%0.05%Q4 2013Q4 202019
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.07%0.10%Q1 2019Q3 202319
LifePlan Financial Group, Inc 1180.00%1.02%5.15%Q2 2013Q3 202019
SIGNATUREFD, LLC 1110.00%0.00%0.01%Q2 2014Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.03%Q4 2017Q2 202219
Fieldpoint Private Securities, LLC 1010.02%0.04%0.07%Q1 2017Q2 202218
Truvestments Capital LLC 810.01%0.02%0.04%Q3 2018Q3 202318
STEPHENS INC /AR/ 1120.00%0.02%0.09%Q2 2016Q2 202318
Commonwealth Equity Services, Inc 18180.01%0.03%0.08%Q2 2013Q3 201718
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
Creative Planning 810.00%0.00%0.00%Q2 2013Q1 202217
Legacy Advisors, LLC 1220.04%0.09%0.14%Q1 2018Q3 202317
WFG Advisors, LP 17170.00%0.01%0.03%Q2 2013Q2 201717
10-15 ASSOCIATES, INC. 17170.07%0.18%0.26%Q4 2014Q4 201817
Kalos Management, Inc. 1210.17%1.20%2.50%Q3 2016Q2 202317
Cresset Asset Management, LLC 17170.05%0.14%0.35%Q4 2018Q4 202217
Mine & Arao Wealth Creation & Management, LLC. 16160.03%0.04%0.05%Q4 2019Q3 202316
Affiance Financial, LLC 1330.05%0.13%0.51%Q4 2014Q4 202216
Stonebridge Financial Planning Group, LLC 16160.05%0.38%0.92%Q4 2019Q3 202316
MONROE BANK & TRUST/MI 620.00%0.06%0.28%Q2 2013Q1 201816
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Mutual Advisors, LLC 910.01%0.06%0.21%Q4 2017Q3 202316
Family Firm, Inc. 16160.09%0.11%0.12%Q4 2019Q3 202316
Advisors Preferred, LLC 610.01%0.13%1.05%Q4 2013Q3 202316
MSI Financial Services Inc 15150.00%0.03%0.06%Q2 2013Q4 201615
First Citizens Financial Corp 1320.96%1.22%1.52%Q4 2019Q3 202315
Sigma Planning Corp 1110.01%0.07%0.19%Q2 2016Q2 202315
MML INVESTORS SERVICES, LLC 910.00%0.03%0.13%Q2 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.04%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 1140.00%0.00%0.01%Q1 2019Q3 202315
Advisor Group, Inc. 15150.00%0.05%0.13%Q2 2016Q4 201915
TWO SIGMA INVESTMENTS, LP 610.00%0.00%0.02%Q4 2013Q2 202315
Rosenberg Matthew Hamilton 14140.01%0.01%0.02%Q2 2020Q3 202314
LBA Wealth Management, LLC 14140.15%0.23%0.37%Q4 2013Q1 201714
FIRST FINANCIAL CORP /IN/ 14140.00%0.01%0.02%Q2 2013Q3 201614
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2016Q2 202214
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
FIFTH THIRD SECURITIES, INC. 710.03%0.21%0.91%Q4 2016Q1 202314
Fusion Family Wealth LLC 14140.00%0.06%0.27%Q4 2016Q1 202014
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q4 2015Q3 202314
NAVELLIER & ASSOCIATES INC 310.01%0.32%1.00%Q3 2014Q3 202114
Janney Montgomery Scott LLC 1010.00%0.00%0.02%Q4 2017Q3 202314
Veritable, L.P. 14140.01%0.01%0.01%Q1 2020Q2 202314
Ifrah Financial Services, Inc. 1040.08%0.16%0.23%Q3 2017Q3 202314
SRS Capital Advisors, Inc. 940.00%0.04%0.11%Q4 2016Q1 202013
Arkadios Wealth Advisors 13130.00%0.03%0.10%Q4 2019Q4 202213
Coastal Bridge Advisors, LLC 540.04%0.06%0.09%Q3 2017Q3 202313
SG Americas Securities, LLC 610.00%0.02%0.06%Q2 2013Q4 201713
TWO SIGMA ADVISERS, LP 1210.00%0.00%0.01%Q3 2014Q1 201813
NATIONAL PLANNING CORP 620.02%0.45%1.25%Q3 2013Q4 201713
MANUFACTURERS LIFE INSURANCE COMPANY, THE 610.00%0.03%0.10%Q2 2017Q3 202213
Pinnacle Family Advisors, LLC 610.53%2.06%5.40%Q4 2016Q4 202213
SouthState Corp 13130.00%0.00%0.00%Q3 2020Q3 202313
CAPITAL FUND MANAGEMENT S.A. 1010.00%0.02%0.04%Q2 2014Q4 201713
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
CEDAR CAPITAL, LLC 850.21%0.83%1.33%Q1 2018Q3 202113
CapWealth Advisors, LLC 760.01%0.01%0.01%Q2 2013Q3 201613
CENTAURUS FINANCIAL, INC. 410.01%0.06%0.20%Q4 2017Q3 202312
Voya Financial Advisors, Inc. 12120.04%0.11%0.23%Q2 2016Q1 201912
MTM Investment Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
J.P. Morgan Private Wealth Advisors LLC 510.00%0.00%0.01%Q1 2016Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Navis Wealth Advisors, LLC 12120.65%1.00%1.42%Q4 2020Q3 202312
BlackRock Inc. 610.00%0.00%0.00%Q4 2015Q1 202312
Walleye Trading LLC 410.00%0.00%0.01%Q2 2013Q1 202012
Conservest Capital Advisors, Inc. 12120.26%0.62%1.03%Q1 2017Q4 201912
Capital Advisory Group Advisory Services, LLC 12120.02%0.13%0.25%Q1 2018Q4 202012
Allianz Asset Management GmbH 410.00%0.00%0.01%Q1 2017Q1 202312
American Portfolios Advisors 620.00%0.00%0.02%Q4 2017Q3 202212
BANK OF NOVA SCOTIA 12120.01%0.01%0.01%Q4 2020Q3 202312
Mattern Wealth Management LLC 12120.17%0.55%2.06%Q4 2020Q3 202312
Global Retirement Partners, LLC 710.00%0.03%0.23%Q4 2017Q3 202312
Quantitative Advantage, LLC 410.18%1.73%3.06%Q1 2014Q3 202112
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2018Q3 202112
CT Financial Advisors LLC 1010.03%0.04%0.05%Q1 2014Q1 201711
Allworth Financial LP 910.00%0.00%0.00%Q3 2016Q3 202311
Equitable Holdings, Inc. 11110.03%0.06%0.09%Q1 2021Q3 202311
Virtu Financial LLC 310.02%0.19%0.44%Q2 2013Q3 201911
COMERICA SECURITIES,INC. 11110.02%0.05%0.08%Q1 2021Q3 202311
Royal Fund Management, LLC 510.07%0.80%2.34%Q4 2017Q2 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.03%0.03%0.04%Q4 2020Q2 202311
Piscataqua Savings Bank 11110.10%0.11%0.12%Q1 2021Q3 202311
PRUDENTIAL FINANCIAL INC 11110.00%0.01%0.06%Q1 2021Q3 202311
TWO SIGMA SECURITIES, LLC 410.00%0.07%0.32%Q4 2014Q3 202311
Capital Investment Advisory Services, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 510.01%0.02%0.04%Q4 2018Q3 202310
Timber Hill LLC 410.00%0.01%0.07%Q2 2013Q4 201710
SCOTIA CAPITAL INC. 820.00%0.01%0.02%Q1 2014Q1 202310
WADE G W & INC 10100.02%0.08%0.13%Q2 2021Q3 202310
FDx Advisors, Inc. 610.01%0.02%0.04%Q2 2016Q1 201910
Wealth Management Partners, LLC 10100.20%0.29%0.41%Q2 2021Q3 202310
Providence Capital Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Regal Investment Advisors LLC 10100.00%0.02%0.04%Q2 2013Q3 201510
EWG Elevate Inc. 910.01%1.19%2.99%Q4 2020Q2 202310
MASSMUTUAL TRUST CO FSB/ADV 10100.00%0.00%0.00%Q4 2016Q1 201910
Clear Creek Financial Management, LLC 910.06%0.43%1.65%Q4 2020Q3 202310
Brick & Kyle, Associates 10100.01%0.01%0.01%Q4 2014Q1 201710
AE Wealth Management LLC 910.01%0.02%0.05%Q4 2020Q3 202310
Prospera Financial Services Inc 810.01%0.10%0.35%Q1 2018Q4 202210
AVANTAX ADVISORY SERVICES, INC. 910.00%0.01%0.01%Q4 2019Q2 202210
Beacon Pointe Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
TrinityPoint Wealth, LLC 990.04%0.07%0.15%Q3 2021Q3 20239
TSFG, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
JNBA Financial Advisors 990.01%0.01%0.01%Q3 2013Q3 20159
Krilogy Financial LLC 810.01%0.01%0.01%Q2 2016Q3 20189
Cetera Investment Advisers 630.00%0.04%0.10%Q4 2020Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q1 2021Q3 20239
NORTHERN TRUST CORP 990.00%0.00%0.00%Q3 2021Q3 20239
GRIMES & COMPANY, INC. 540.18%0.51%1.07%Q2 2016Q3 20189
Barber Financial Group, Inc. 210.13%1.75%7.56%Q4 2016Q1 20239
Fulcrum Equity Management 310.16%0.93%2.05%Q2 2019Q2 20229
Trust Co 990.00%0.32%1.81%Q1 2015Q1 20179
MONEY CONCEPTS CAPITAL CORP 520.00%0.03%0.12%Q4 2020Q3 20239
PIERSHALE FINANCIAL GROUP, INC. 413.58%6.01%10.19%Q2 2014Q3 20219
Essex LLC 990.23%0.36%0.41%Q3 2021Q3 20239
CSat Investment Advisory, L.P. 990.01%0.06%0.11%Q2 2018Q2 20209
Mosaic Family Wealth, LLC 990.01%0.01%0.01%Q4 2015Q4 20179
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q3 2020Q3 20229
Atria Investments, Inc 530.02%0.05%0.20%Q3 2013Q3 20228
SII INVESTMENTS INC/WI 880.02%0.04%0.06%Q2 2013Q1 20158
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
ASSETMARK, INC 420.00%0.00%0.00%Q4 2015Q4 20218
Brookstone Capital Management 510.01%0.35%1.65%Q3 2020Q3 20238
WealthBridge Capital Management, LLC 620.01%0.12%0.17%Q4 2018Q3 20238
JOHNSON INVESTMENT COUNSEL INC 880.01%0.01%0.01%Q4 2016Q3 20188
UNIONVIEW, LLC 880.49%0.52%0.56%Q4 2021Q3 20238
Kavar Capital Partners, LLC 310.00%0.00%0.01%Q4 2013Q2 20198
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.04%Q4 2021Q3 20238
TCWP LLC 880.06%0.32%1.19%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
USA FINANCIAL FORMULAS 310.00%0.00%0.01%Q3 2020Q3 20238
Qube Research & Technologies Ltd 310.00%0.00%0.01%Q1 2021Q3 20238
ADVANTAGE INVESTMENT MANAGEMENT, LLC 710.04%1.01%2.22%Q4 2014Q4 20178
HFG Advisors, Inc. 880.36%0.50%0.63%Q4 2021Q3 20238
Intercontinental Wealth Advisors, LLC 880.06%0.07%0.08%Q3 2020Q2 20228
BBVA USA Bancshares, Inc. 880.30%0.32%0.34%Q2 2013Q1 20158
C2C Wealth Management, LLC 880.05%0.08%0.14%Q4 2021Q3 20238
Joel Isaacson & Co., LLC 880.07%0.08%0.08%Q4 2016Q3 20188
NVWM, LLC 410.00%0.15%0.56%Q4 2017Q3 20238
Milestone Advisory Partners 770.19%1.58%3.43%Q1 2022Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
PGIM Custom Harvest LLC 430.10%0.94%1.56%Q1 2021Q3 20237
Charter Oak Capital Management, LLC 770.02%0.03%0.03%Q4 2020Q2 20227
IFG Advisory, LLC 510.02%0.03%0.05%Q2 2021Q3 20237
Valeo Financial Advisors, LLC 770.00%0.00%0.00%Q1 2019Q3 20207
MAGNOLIA CAPITAL MANAGEMENT LTD 770.21%0.25%0.33%Q1 2022Q3 20237
Commonwealth Financial Services, LLC 430.02%1.65%5.67%Q4 2014Q1 20177
Clal Insurance Enterprises Holdings Ltd 770.47%0.62%0.89%Q4 2014Q2 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.21%0.39%Q2 2013Q4 20147
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
INGALLS & SNYDER LLC 770.02%0.04%0.05%Q2 2016Q4 20177
Beaumont Financial Partners, LLC 610.38%2.03%2.97%Q2 2013Q1 20177
AdvisorNet Financial, Inc 610.00%0.00%0.01%Q3 2020Q3 20237
Altium Wealth Management LLC 770.03%0.04%0.06%Q2 2018Q4 20197
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2014Q2 20227
Horan Securities, Inc. 430.00%0.01%0.01%Q1 2019Q2 20237
Sutton Wealth Advisors Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Financial Architects, Inc 520.02%0.03%0.05%Q2 2013Q2 20157
Spire Wealth Management 660.00%0.00%0.01%Q2 2022Q3 20236
Capital Analysts, LLC 510.00%0.00%0.00%Q1 2019Q3 20206
EP Wealth Advisors, LLC 210.00%0.01%0.01%Q2 2019Q4 20226
Mariner, LLC 510.00%0.00%0.00%Q3 2016Q3 20236
NewEdge Advisors, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
SPC Financial, Inc. 660.07%1.61%2.22%Q2 2022Q3 20236
ProVise Management Group, LLC 510.05%0.06%0.06%Q3 2020Q2 20226
Investors Capital Advisory Services 330.04%0.04%0.05%Q4 2014Q2 20166
Fusion Investment Group, LLC 420.01%0.02%0.03%Q4 2013Q3 20156
Nikulski Financial, Inc. 660.25%0.31%0.40%Q2 2022Q3 20236
S. R. Schill & Associates 660.42%0.64%0.80%Q4 2014Q1 20166
Blackston Financial Advisory Group, LLC 660.17%0.29%0.48%Q1 2022Q2 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
FineMark National Bank & Trust 660.01%0.01%0.01%Q2 2013Q3 20146
Belpointe Asset Management LLC 210.00%0.02%0.09%Q4 2020Q1 20236
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
Prime Capital Investment Advisors, LLC 420.01%0.07%0.14%Q4 2017Q2 20196
Virtu KCG Holdings LLC 210.01%0.02%0.03%Q2 2014Q2 20176
Independent Advisor Alliance 510.02%0.04%0.13%Q1 2017Q2 20216
Moloney Securities Asset Management, LLC 310.08%0.24%0.61%Q4 2020Q3 20236
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.01%0.02%0.02%Q4 2014Q1 20166
Quad-Cities Investment Group, LLC 660.02%0.03%0.03%Q2 2018Q3 20196
MONETA GROUP INVESTMENT ADVISORS LLC 660.14%0.28%0.40%Q1 2013Q2 20146
COTTONWOOD CAPITAL ADVISORS, LLC 660.24%0.49%0.65%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 210.01%0.05%0.15%Q2 2021Q3 20235
Camarda Financial Advisors, LLC 550.01%0.04%0.07%Q1 2014Q1 20155
NorthRock Partners, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
Harvest Investment Services, LLC 320.16%0.52%1.33%Q2 2020Q2 20235
BB&T SECURITIES, LLC 310.00%0.01%0.01%Q1 2014Q1 20175
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q4 2013Q4 20145
Belmont Capital, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
MONTAG A & ASSOCIATES INC 550.01%0.01%0.01%Q3 2022Q3 20235
Hudock, Inc. 550.00%0.09%0.28%Q2 2016Q2 20175
CoreCap Advisors, LLC 550.02%0.02%0.04%Q4 2021Q4 20225
Jefferies Group LLC 550.00%0.00%0.00%Q3 2021Q3 20225
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 550.18%0.23%0.25%Q4 2016Q4 20175
Placemark Investments, Inc. 320.01%0.02%0.03%Q3 2013Q4 20145
Kesler, Norman & Wride, LLC 410.05%0.36%0.87%Q1 2022Q3 20235
Csenge Advisory Group 410.01%0.09%0.14%Q3 2018Q4 20215
Vahanian & Associates Financial Planning Inc. 410.53%1.01%1.32%Q4 2021Q2 20235
Clark Capital Management Group, Inc. 550.13%0.56%1.27%Q2 2013Q2 20145
Rehmann Capital Advisory Group 410.00%0.01%0.01%Q1 2018Q2 20195
Sowa Financial Group, Inc. 550.02%0.02%0.02%Q4 2019Q4 20205
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
VSR Financial Services, Inc. 310.09%0.11%0.14%Q2 2013Q2 20165
GPS Wealth Strategies Group, LLC 320.02%0.02%0.02%Q2 2022Q3 20235
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
TCI Wealth Advisors, Inc. 320.01%0.01%0.01%Q2 2014Q4 20215
AlphaStar Capital Management, LLC 410.17%0.82%3.04%Q2 2017Q2 20215
Sowell Financial Services LLC 320.00%0.04%0.10%Q4 2016Q1 20215
Genesee Capital Advisors, LLC 550.30%0.35%0.39%Q2 2022Q2 20235
Lionsbridge Wealth Management LLC 551.28%1.59%1.86%Q1 2021Q1 20225
SOUTHERN CAPITAL ADVISORS, LLC 320.16%0.22%0.45%Q4 2021Q2 20235
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2022Q3 20234
Sunbelt Securities, Inc. 440.04%0.05%0.05%Q4 2022Q3 20234
Hedeker Wealth, LLC 220.08%0.19%0.46%Q2 2016Q1 20214
Tevis Investment Management 440.02%0.09%0.16%Q4 2021Q3 20224
Portfolio Strategies, Inc. 440.11%0.47%0.69%Q4 2017Q3 20184
RiverFront Investment Group, LLC 440.10%0.34%0.76%Q1 2009Q4 20094
StoneX Group Inc. 440.04%0.04%0.05%Q1 2021Q4 20214
BARINGS LLC 440.07%0.16%0.27%Q3 2020Q2 20214
Westside Investment Management, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Windsor Capital Management, LLC 310.01%0.01%0.02%Q2 2013Q3 20154
Banque Cantonale Vaudoise 440.05%0.05%0.05%Q4 2022Q3 20234
ZWJ INVESTMENT COUNSEL INC 440.04%0.05%0.05%Q1 2017Q4 20174
Realta Investment Advisors 220.01%0.01%0.01%Q3 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Avior Wealth Management, LLC 440.00%0.01%0.02%Q1 2021Q4 20214
LINCOLN NATIONAL CORP 440.01%0.01%0.02%Q2 2022Q1 20234
Capital Asset Advisory Services LLC 440.01%0.02%0.03%Q4 2020Q3 20214
REDMONT WEALTH ADVISORS LLC 440.32%0.34%0.36%Q4 2021Q3 20224
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2019Q1 20214
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Koshinski Asset Management, Inc. 310.02%0.02%0.02%Q1 2021Q1 20224
Baystate Wealth Management LLC 440.00%0.00%0.00%Q1 2017Q4 20174
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
SCHRODER INVESTMENT MANAGEMENT GROUP 440.00%0.03%0.04%Q3 2013Q2 20144
HRT FINANCIAL LP 440.02%0.04%0.06%Q1 2022Q4 20224
WEDBUSH SECURITIES INC 440.08%0.14%0.20%Q4 2013Q3 20144
ALLSTATE CORP 440.04%0.17%0.24%Q1 2022Q4 20224
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Pinnacle Summer Investments, Inc. 440.00%0.00%0.00%Q4 2013Q3 20144
Blue Chip Partners, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SVB WEALTH LLC 440.01%0.02%0.02%Q3 2022Q2 20234
CALDWELL SUTTER CAPITAL, INC. 440.01%0.02%0.02%Q4 2022Q3 20234
STOCK YARDS BANK & TRUST CO 440.03%0.03%0.03%Q1 2014Q4 20144
Cypress Capital Management LLC (WY) 440.02%0.02%0.02%Q4 2017Q3 20184
NewEdge Wealth, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Family Asset Management, LLC 440.16%0.33%0.51%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 210.08%0.15%0.23%Q4 2020Q1 20234
Archer Investment Corp 440.03%0.04%0.04%Q4 2018Q3 20194
Burleson & Company, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Peachtree Investment Advisors, Inc. 440.00%0.05%0.10%Q3 2014Q2 20154
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q4 2022Q3 20234
Simplicity Solutions, LLC 210.02%0.06%0.10%Q4 2016Q4 20204
ING GROEP NV 440.05%0.08%0.15%Q1 2013Q4 20134
Osborn Williams & Donohoe LLC 440.38%0.49%0.56%Q1 2019Q4 20194
Copperwynd Financial, LLC 110.79%1.18%1.40%Q4 2017Q1 20223
Renaissance Technologies 330.00%0.00%0.00%Q4 2017Q2 20183
Consilium Wealth Advisory, LLC 330.70%0.81%0.94%Q4 2021Q2 20223
Cutter & CO Brokerage, Inc. 330.11%0.14%0.18%Q1 2014Q3 20143
WP Advisors, LLC 210.06%0.06%0.06%Q2 2018Q1 20193
Pinkerton Retirement Specialists, LLC 211.14%2.09%2.89%Q4 2020Q2 20233
Gradient Investments LLC 210.00%0.00%0.00%Q3 2021Q2 20223
WESPAC Advisors, LLC 331.15%1.28%1.46%Q4 2020Q2 20213
Truadvice, LLC 330.14%0.25%0.45%Q1 2023Q3 20233
Verity Asset Management, Inc. 210.25%0.31%0.35%Q4 2013Q4 20173
SEI INVESTMENTS CO 210.00%0.00%0.00%Q4 2015Q1 20183
Glass Jacobson Investment Advisors llc 210.04%0.04%0.04%Q4 2022Q3 20233
Ancora Advisors LLC 210.00%0.00%0.00%Q3 2018Q1 20203
Glenview Trust Co 330.02%0.02%0.02%Q1 2017Q3 20173
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q1 2018Q3 20183
Ahrens Investment Partners LLC 210.01%0.02%0.02%Q1 2022Q1 20233
Cadent Capital Advisors, LLC 330.29%0.99%1.42%Q1 2022Q3 20223
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.09%0.11%0.15%Q1 2014Q3 20143
Amundi 210.00%0.00%0.00%Q1 2022Q4 20223
WealthPLAN Partners, LLC 210.00%0.01%0.01%Q2 2016Q1 20173
J.W. COLE ADVISORS, INC. 110.02%0.03%0.03%Q4 2020Q1 20233
CX Institutional 210.01%0.06%0.14%Q4 2018Q3 20223
55I, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Graypoint LLC 210.02%0.03%0.04%Q1 2022Q2 20233
DAVENPORT & Co LLC 330.00%0.00%0.00%Q2 2018Q4 20183
RMB Capital Management, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
STRINGER ASSET MANAGEMENT, LLC 330.53%0.75%1.02%Q4 2013Q2 20143
TAP Consulting, LLC 330.07%0.68%1.40%Q2 2022Q4 20223
Parkside Financial Bank & Trust 330.02%0.02%0.02%Q3 2015Q1 20163
Virtue Capital Management, LLC 110.07%0.09%0.12%Q4 2017Q4 20223
SUNTRUST BANKS INC 330.00%0.00%0.00%Q2 2017Q4 20173
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.12%0.14%0.15%Q4 2016Q4 20203
BESSEMER GROUP INC 330.00%0.00%0.00%Q1 2015Q3 20153
Proficio Capital Partners LLC 330.11%0.12%0.14%Q1 2023Q3 20233
Crosspoint Capital Strategies, LLC 210.00%0.01%0.01%Q1 2015Q4 20153
1776 Wealth LLC 330.04%0.07%0.09%Q4 2019Q2 20203
Register Financial Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Formidable Asset Management, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
INTEGRATED WEALTH COUNSEL, LLC 330.00%0.00%0.00%Q3 2013Q1 20143
Farther Finance Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Kore Private Wealth LLC 110.00%0.01%0.02%Q4 2018Q3 20213
FormulaFolio Investments, LLC 220.01%0.37%0.73%Q3 2020Q4 20202
COMERICA BANK 110.00%0.00%0.00%Q1 2022Q3 20232
Aris Wealth Services, Inc. 220.01%0.01%0.01%Q1 2015Q2 20152
Ascension Capital Advisors, Inc. 112.85%3.70%4.54%Q4 2020Q3 20212
ATWOOD & PALMER INC 220.00%0.00%0.00%Q3 2016Q4 20162
Redhawk Wealth Advisors, Inc. 110.13%0.14%0.16%Q4 2020Q3 20212
Dorsey Wright & Associates 221.98%2.16%2.33%Q2 2014Q3 20142
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Banco Santander, S.A. 220.02%0.02%0.02%Q1 2021Q2 20212
Bison Wealth, LLC 220.00%0.01%0.01%Q1 2022Q2 20222
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
FOUNDERS FINANCIAL SECURITIES LLC 110.12%0.13%0.14%Q4 2020Q3 20212
Cavalier Investments, LLC 220.70%0.70%0.70%Q1 2017Q2 20172
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20162
Patriot Financial Group Insurance Agency, LLC 110.00%0.01%0.02%Q1 2017Q3 20182
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
RATIONAL ADVISORS LLC 110.12%0.26%0.40%Q1 2009Q1 20102
Aspen Wealth Strategies, LLC 220.21%0.24%0.27%Q2 2023Q3 20232
FNY Investment Advisers, LLC 110.00%0.00%0.01%Q2 2018Q3 20232
Hartford Financial Management Inc. 220.00%0.00%0.00%Q2 2014Q3 20142
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.02%Q2 2014Q4 20142
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
NexWave Capital Partners LLC 222.12%2.43%2.73%Q2 2021Q3 20212
First Allied Asset Management, Inc. 220.03%0.09%0.15%Q2 2014Q3 20142
OPTIONS SOLUTIONS, LLC 110.10%0.24%0.38%Q3 2022Q2 20232
BOSTON RESEARCH & MANAGEMENT INC 220.28%0.60%0.92%Q3 2015Q4 20152
Partnervest Advisory Services LLC 220.01%0.01%0.02%Q4 2013Q1 20142
New Republic Capital, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Centerpoint Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Global Financial Private Capital, Inc 220.01%0.01%0.01%Q4 2017Q1 20182
Indiana Trust & Investment Management CO 220.04%0.04%0.04%Q3 2013Q4 20132
STATE OF MICHIGAN RETIREMENT SYSTEM 220.05%0.07%0.10%Q1 2021Q2 20212
M&T BANK CORP 220.00%0.00%0.00%Q2 2013Q3 20132
Stearns Financial Services Group 220.02%0.02%0.02%Q2 2020Q3 20202
Johnson Financial Group, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q3 2014Q4 20142
One Capital Management, LLC 110.01%0.11%0.21%Q2 2022Q1 20232
CENTRAL BANK & TRUST CO 220.00%0.00%0.00%Q3 2018Q4 20182
JOYN Advisors, Inc. 220.02%0.02%0.02%Q4 2013Q1 20142
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.03%Q2 2013Q3 20132
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Freedom Investment Management, Inc. 220.02%0.03%0.04%Q1 2015Q2 20152
Arrow Investment Advisors, LLC 223.01%3.03%3.05%Q2 2014Q3 20142
Argentus Capital Management, LLC 220.01%0.01%0.01%Q1 2016Q2 20162
WEALTHSOURCE PARTNERS, LLC 110.03%0.06%0.09%Q3 2016Q1 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q3 2021Q4 20212
Allegis Investment Advisors, LLC 220.19%0.22%0.24%Q2 2016Q3 20162
Sterling Capital Management LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Strategic Wealth Partners, Ltd. 220.00%0.49%0.98%Q4 2017Q1 20182
Bellwether Investment Group, LLC 110.05%0.05%0.06%Q2 2016Q4 20162
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2014Q4 20162
DOHJ, LLC 220.31%0.34%0.37%Q1 2023Q2 20232
Enterprise Trust & Investment Co 220.01%0.01%0.01%Q2 2019Q3 20192
O'Dell Group, LLC 220.22%0.36%0.51%Q4 2022Q1 20232
Davis Capital Management 220.01%0.01%0.02%Q1 2020Q2 20202
Spot Trading L.L.C 110.00%0.00%0.00%Q3 2015Q3 20152
UMB Bank, n.a. 220.00%0.00%0.00%Q3 2022Q4 20222
STRATEGIC WEALTH MANAGEMENT INC 227.86%8.81%9.76%Q3 2013Q4 20132
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
Jane Street Holding, LLC 110.16%0.16%0.17%Q3 2013Q3 20132
PRINCETON CAPITAL MANAGEMENT LLC 220.10%0.10%0.10%Q2 2022Q3 20222
Transamerica Financial Advisors, Inc. 220.11%0.13%0.15%Q2 2016Q3 20162
Strategic Blueprint, LLC 110.00%0.00%0.01%Q3 2019Q2 20212
Well Done, LLC 220.55%0.61%0.66%Q2 2022Q3 20222
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
Crown Wealth Group, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
ALLSTATE INVESTMENT MANAGEMENT CO 110.04%0.04%0.04%Q4 2022Q4 20221
HighMark Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Capital CS Group, LLC 111.55%1.55%1.55%Q3 2022Q3 20221
Baird Financial Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Cobble Hill Financial Services, INC 110.57%0.57%0.57%Q1 2013Q1 20131
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Jackson Hole Capital Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Ascension Asset Management LLC 114.54%4.54%4.54%Q4 2020Q4 20201
Pathlight Investors LLC 110.17%0.17%0.17%Q4 2018Q4 20181
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2015Q4 20151
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
J Arnold Wealth Management Co 110.01%0.01%0.01%Q1 2021Q1 20211
Paradigm Financial Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Estate Counselors, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
Concorde Asset Management, LLC 110.75%0.75%0.75%Q1 2017Q1 20171
GW HENSSLER & ASSOCIATES LTD 110.02%0.02%0.02%Q4 2014Q4 20141
Capital Square, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
First Command Bank 110.01%0.01%0.01%Q4 2019Q4 20191
DRW Securities, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
SVB Investment Services Inc. 110.83%0.83%0.83%Q1 2022Q1 20221
Strategic Equity Management 114.86%4.86%4.86%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Swaine & Leidel Wealth Services, LLC 110.51%0.51%0.51%Q3 2021Q3 20211
Nalls Sherbakoff Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2021Q1 20211
BAROMETER CAPITAL MANAGEMENT INC. 110.10%0.10%0.10%Q3 2019Q3 20191
EFG Asset Management (Americas) Corp. 110.02%0.02%0.02%Q4 2013Q4 20131
Chessman Wealth Strategies RIA 112.43%2.43%2.43%Q4 2017Q4 20171
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
First Command Financial Services, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
TCG Advisors, LP 110.02%0.02%0.02%Q1 2019Q1 20191
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Johnson Midwest Financial, LLC 1113.05%13.05%13.05%Q4 2020Q4 20201
Key FInancial Inc 110.01%0.01%0.01%Q1 2020Q1 20201
MAI Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Spotlight Asset Group, Inc. 110.72%0.72%0.72%Q4 2020Q4 20201
DORCHESTER WEALTH MANAGEMENT Co 110.04%0.04%0.04%Q1 2022Q1 20221
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Overbrook Management Corp 110.46%0.46%0.46%Q4 2022Q4 20221
Chapwood Capital Investment Management, LLC 110.55%0.55%0.55%Q4 2019Q4 20191
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2019Q1 20191
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2015Q4 20151
Balboa Wealth Partners 110.21%0.21%0.21%Q2 2023Q2 20231
Bull Oak Capital, LLC 111.36%1.36%1.36%Q2 2022Q2 20221
Price Capital Management, Inc. 116.36%6.36%6.36%Q3 2017Q3 20171
COLONY GROUP LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Spectrum Management Group, LLC 110.26%0.26%0.26%Q2 2022Q2 20221
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Financial Insights, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Security National Bank 110.38%0.38%0.38%Q4 2019Q4 20191
Walleye Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Autumn Glory Partners, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
CPWM, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
BREITER CAPITAL MANAGEMENT INC 112.10%2.10%2.10%Q4 2017Q4 20171
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2014Q4 20141
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Gladstone Institutional Advisory LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Verition Fund Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Alpine Group USVI, LLC 110.11%0.11%0.11%Q2 2017Q2 20171
Mariner Wealth Advisors-Madison, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Heritage Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2017Q1 20171
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q2 2022Q2 20221
SYM FINANCIAL Corp 110.01%0.01%0.01%Q4 2021Q4 20211
MGO ONE SEVEN LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Retirement Planning Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2016Q4 20161
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
PAX Financial Group, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Asset Planning Services, Ltd. 110.01%0.01%0.01%Q2 2015Q2 20151
Retireful, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Live Oak Investment Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Private Wealth, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
LFA - Lugano Financial Advisors SA 110.02%0.02%0.02%Q2 2018Q2 20181
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Taikang Asset Management (Hong Kong) Co Ltd 110.02%0.02%0.02%Q4 2017Q4 20171
Wealthstar Advisors, LLC 110.65%0.65%0.65%Q2 2021Q2 20211
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
West Coast Financial LLC 110.08%0.08%0.08%Q2 2016Q2 20161
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2013Q4 20131
Oxinas Partners Wealth Management LLC 110.39%0.39%0.39%Q4 2020Q4 20201
Lansing Street Advisors 110.28%0.28%0.28%Q1 2023Q1 20231
Stewardship Financial Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Evolution Wealth Advisors, LLC 110.21%0.21%0.21%Q4 2018Q4 20181
CreativeOne Wealth, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Ironwood Financial, llc 110.00%0.00%0.00%Q3 2021Q3 20211
Black Swift Group, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
MOTCO 110.00%0.00%0.00%Q4 2014Q4 20141
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Ten Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q4 2021Q4 20211
PITCAIRN CO 110.36%0.36%0.36%Q4 2014Q4 20141
Alpine Global Management, LLC 110.11%0.11%0.11%Q2 2017Q2 20171
Howard Capital Management Inc. 110.38%0.38%0.38%Q4 2018Q4 20181
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q2 2013Q2 20131
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q2 2023Q2 20231
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
GREENUP STREET WEALTH MANAGEMENT LLC 110.53%0.53%0.53%Q2 2023Q2 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Concert Wealth Management Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
AMUSSEN HUNSAKER ASSOCIATES LLC 110.04%0.04%0.04%Q2 2018Q2 20181
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Kingsview Wealth Management, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Financial Services Advisory Inc 110.27%0.27%0.27%Q2 2021Q2 20211
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
KANALY TRUST CO 110.02%0.02%0.02%Q4 2016Q4 20161
FIRST COMMUNITY TRUST NA 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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