ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BURKE & HERBERT BANK & TRUST CO 42420.24%0.28%0.32%Q2 2013Q3 202342
CORTLAND ASSOCIATES INC/MO 42420.07%0.09%0.12%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
Savant Capital, LLC 42420.25%3.20%7.53%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.08%Q2 2013Q3 202342
Creative Planning 42420.01%0.01%0.04%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.05%0.11%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.02%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.02%0.08%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Edge Wealth Management LLC 42420.04%0.06%0.09%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Thomasville National Bank 27140.14%0.37%1.00%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
WHITTIER TRUST CO OF NEVADA INC 28120.00%0.01%0.02%Q2 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2840.00%0.00%0.01%Q2 2013Q3 202340
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1940.00%0.00%0.01%Q2 2013Q3 202340
DUNCKER STREETT & CO INC 23160.00%0.00%0.00%Q4 2013Q3 202339
Evanson Asset Management, LLC 20190.03%0.16%0.40%Q4 2013Q3 202339
Cetera Advisors LLC 39390.05%0.15%0.25%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.02%0.14%Q2 2013Q3 202339
Mathes Company, Inc. 3720.44%0.72%0.83%Q4 2013Q3 202339
ROCKY MOUNTAIN ADVISERS, LLC 20190.07%0.45%0.99%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 38380.00%0.01%0.02%Q2 2014Q3 202338
Capital Investment Advisors, LLC 37370.01%0.02%0.02%Q4 2014Q4 202337
Lowe Wealth Advisors, LLC 37371.96%3.52%6.63%Q4 2014Q4 202337
SONATA CAPITAL GROUP INC 36360.32%0.46%0.54%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
Sigma Planning Corp 36360.04%0.07%0.11%Q4 2014Q3 202336
Transamerica Financial Advisors, Inc. 36360.00%0.03%0.14%Q4 2014Q3 202336
CITIGROUP INC 36360.00%0.00%0.00%Q2 2013Q1 202236
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
FMR LLC 35350.00%0.00%0.00%Q1 2015Q3 202335
NOTTINGHAM ADVISORS, INC. 1630.02%0.04%0.08%Q1 2014Q3 202334
FIFTH THIRD BANCORP 34340.00%0.00%0.00%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 3310.00%0.02%0.10%Q2 2013Q3 202334
Private Advisor Group, LLC 2210.00%0.02%0.09%Q3 2014Q3 202334
First Heartland Consultants, Inc. 32320.10%0.53%1.22%Q4 2015Q3 202332
Kistler-Tiffany Companies, LLC 32320.00%0.00%0.00%Q2 2013Q1 202132
Bank of New York Mellon Corp 32320.00%0.00%0.00%Q4 2015Q3 202332
Cetera Advisor Networks LLC 1030.01%0.02%0.06%Q1 2013Q3 202331
Kelman-Lazarov, Inc. 31310.22%0.33%0.45%Q1 2016Q3 202331
NewSquare Capital LLC 16150.00%0.26%0.58%Q4 2013Q2 202231
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
J.P. Morgan Private Wealth Advisors LLC 1910.00%0.00%0.01%Q4 2014Q3 202330
BOKF, NA 2520.00%0.01%0.01%Q2 2014Q4 202129
B. Riley Wealth Advisors, Inc. 2630.02%0.05%0.11%Q2 2013Q3 202329
Destination Wealth Management 2630.01%0.03%0.11%Q1 2013Q4 202129
IHT Wealth Management, LLC 28280.00%0.09%0.26%Q4 2016Q3 202328
COMERICA BANK 2610.00%0.02%0.06%Q3 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
Evensky & Katz LLC 27270.00%0.01%0.03%Q2 2013Q4 201927
BUCKINGHAM STRATEGIC WEALTH, LLC 2220.01%0.05%0.14%Q3 2015Q3 202327
Eidelman Virant Capital 1360.14%0.20%0.34%Q2 2013Q4 202127
WESPAC Advisors, LLC 27270.19%0.63%1.83%Q2 2013Q4 201927
SUNTRUST BANKS INC 26260.00%0.01%0.02%Q2 2013Q3 201926
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.04%Q2 2017Q3 202326
PINNACLE FINANCIAL PARTNERS INC 2420.02%0.03%0.07%Q1 2017Q3 202326
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.03%0.04%0.05%Q2 2013Q3 201926
GenWealth Group, Inc. 26260.26%0.51%0.90%Q2 2017Q3 202326
NEXT Financial Group, Inc 1360.00%0.02%0.09%Q3 2014Q4 202126
BlackRock Inc. 26260.00%0.00%0.00%Q4 2015Q1 202226
Wealthcare Advisory Partners LLC 2510.00%0.09%0.28%Q2 2016Q3 202326
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.05%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Ballew Advisors, Inc 24240.53%0.66%0.79%Q4 2017Q3 202324
Sunbelt Securities, Inc. 1950.01%0.14%0.25%Q3 2017Q3 202324
COOPER/HAIMS ADVISORS, LLC 24240.18%0.23%0.27%Q4 2017Q3 202324
Citadel Advisors 810.00%0.00%0.00%Q4 2014Q3 202324
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
ASPIRIANT, LLC 23230.13%0.20%0.28%Q1 2018Q3 202323
RAYMOND JAMES TRUST N.A. 1940.01%0.02%0.03%Q4 2017Q3 202323
Koshinski Asset Management, Inc. 2030.02%0.19%0.60%Q2 2016Q1 202223
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.00%Q2 2015Q3 202323
Sterling Investment Advisors, Ltd. 23230.11%0.72%2.60%Q4 2016Q2 202223
Tower Research Capital LLC (TRC) 1910.00%0.02%0.09%Q1 2016Q3 202322
Murphy, Middleton, Hinkle & Parker, Inc. 22220.18%0.20%0.25%Q2 2018Q3 202322
CREDIT SUISSE AG/ 610.00%0.01%0.04%Q1 2013Q1 202022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
IBEX WEALTH ADVISORS 1110.06%0.60%0.79%Q4 2016Q4 202221
ASSET ADVISORS CORP 21210.98%1.07%1.24%Q2 2013Q2 201821
Steward Partners Investment Advisory, LLC 21210.02%0.03%0.04%Q3 2018Q3 202321
CIBC Private Wealth Group, LLC 1120.00%0.00%0.00%Q3 2017Q3 202321
GOLDMAN SACHS GROUP INC 910.00%0.00%0.00%Q2 2012Q3 202321
Asset Advisors Investment Management, LLC 21210.30%0.45%1.06%Q3 2018Q3 202321
Mutual Advisors, LLC 21210.04%0.18%1.62%Q3 2018Q3 202321
Stratos Wealth Partners, LTD. 21210.01%0.03%0.08%Q4 2014Q4 201921
CAPTRUST FINANCIAL ADVISORS 1910.00%0.06%0.16%Q2 2014Q3 202320
TRUIST FINANCIAL CORP 1610.00%0.00%0.01%Q2 2013Q3 202320
Ellis Investment Partners, LLC 20200.16%0.30%0.48%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.06%0.14%Q4 2017Q3 202220
Centric Wealth Management 20200.21%0.31%0.56%Q4 2018Q3 202320
Ironwood Financial, llc 1640.01%0.04%0.09%Q4 2014Q4 201920
Glassman Wealth Services 20200.01%0.01%0.01%Q4 2018Q3 202320
AllSquare Wealth Management LLC 10100.06%0.08%0.15%Q4 2014Q4 201920
Princeton Global Asset Management LLC 20200.09%0.12%0.20%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.02%0.06%Q4 2018Q3 202320
CCG WEALTH MANAGEMENT, LLC 20200.17%0.23%0.33%Q4 2018Q3 202320
Baldwin Investment Management, LLC 710.03%0.06%0.09%Q4 2013Q1 202219
SII INVESTMENTS INC/WI 19190.03%0.07%0.13%Q2 2013Q4 201719
Portfolio Solutions, LLC 19190.04%0.11%0.15%Q1 2018Q3 202219
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
AdvisorNet Financial, Inc 1090.00%0.02%0.08%Q4 2017Q3 202319
TimeScale Financial, Inc. 19190.17%0.48%1.77%Q4 2018Q2 202319
North Star Investment Management Corp. 18180.00%0.00%0.01%Q1 2014Q2 201818
LEAVELL INVESTMENT MANAGEMENT, INC. 1410.02%0.02%0.02%Q3 2018Q3 202318
Biondo Investment Advisors, LLC 18180.31%0.68%0.89%Q2 2013Q3 201718
CULLEN/FROST BANKERS, INC. 1080.01%0.01%0.02%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.04%0.05%Q2 2013Q3 201718
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
WFG Advisors, LP 17170.00%0.01%0.02%Q2 2013Q2 201717
NorthRock Partners, LLC 17170.10%0.14%0.17%Q3 2019Q3 202317
JANE STREET GROUP, LLC 410.00%0.00%0.02%Q4 2014Q4 202217
NORRIS PERNE & FRENCH LLP/MI 17170.05%0.05%0.07%Q1 2014Q1 201817
TrinityPoint Wealth, LLC 17170.44%0.57%0.86%Q3 2019Q3 202317
Carroll Financial Associates, Inc. 1610.00%0.00%0.00%Q2 2013Q4 202117
BREWIN DOLPHIN LTD 17170.01%0.03%0.05%Q3 2017Q3 202117
Bedel Financial Consulting, Inc. 17170.00%0.00%0.00%Q1 2018Q1 202217
TIAA CREF TRUST CO FSB/MO 16160.01%0.01%0.02%Q2 2013Q1 201716
SPC Financial, Inc. 16160.10%0.15%0.21%Q2 2013Q1 201716
Mine & Arao Wealth Creation & Management, LLC. 16160.69%0.73%0.78%Q4 2019Q3 202316
GenTrust, LLC 1330.01%0.04%0.06%Q3 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.02%0.02%0.03%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
CENTAURUS FINANCIAL, INC. 1010.00%0.02%0.04%Q1 2018Q3 202316
EP Wealth Advisors, LLC 16160.02%0.06%0.10%Q4 2019Q3 202316
LexAurum Advisors, LLC 16160.11%0.20%0.25%Q4 2018Q3 202216
Kalos Management, Inc. 1510.17%0.61%1.34%Q4 2017Q2 202316
IFC Holdings Incorporated/FL 16160.03%0.05%0.06%Q2 2013Q1 201716
NORTHERN TRUST CORP 810.00%0.00%0.00%Q4 2015Q3 202316
Claraphi Advisory Network, LLC 15150.15%0.23%0.42%Q2 2019Q4 202215
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
TIAA, FSB 1140.01%0.01%0.01%Q2 2017Q2 202315
Sandy Spring Bank 15150.00%0.00%0.00%Q2 2016Q4 201915
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
MSI Financial Services Inc 15150.01%0.03%0.07%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Prospera Financial Services Inc 1310.00%0.16%0.27%Q4 2013Q1 202215
Garner Asset Management Corp 15150.17%0.20%0.24%Q1 2020Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.00%0.00%0.00%Q1 2015Q3 201815
Johnson Financial Group, Inc. 860.06%0.09%0.14%Q4 2013Q3 201914
Tortoise Investment Management, LLC 14140.02%0.02%0.03%Q4 2012Q1 201614
COUNTRY TRUST BANK 14140.00%0.00%0.00%Q3 2020Q4 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.05%0.06%0.07%Q2 2017Q3 202014
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 810.00%0.00%0.00%Q4 2015Q3 202314
Sargent Bickham Lagudis LLC 14140.00%0.00%0.00%Q3 2019Q4 202214
DAVENPORT & Co LLC 610.00%0.01%0.01%Q3 2013Q1 202114
Cetera Investment Advisers 14140.00%0.01%0.02%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.05%0.13%Q1 2018Q1 202214
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q3 2019Q4 202214
WASHBURN CAPITAL MANAGEMENT, INC. 14140.54%0.70%1.37%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.02%0.03%Q1 2019Q2 202214
CAROLINAS WEALTH CONSULTING LLC 14140.02%0.03%0.07%Q1 2020Q2 202314
Proficio Capital Partners LLC 14140.04%0.05%0.09%Q1 2016Q2 201914
BROWN ADVISORY INC 1120.00%0.00%0.00%Q4 2013Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.03%0.03%Q3 2020Q3 202313
Clarity Wealth Advisors, LLC 710.11%0.13%0.19%Q4 2019Q3 202313
LAKE STREET PRIVATE WEALTH, LLC 1120.04%0.07%0.14%Q3 2019Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.04%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
First Citizens Financial Corp 13130.23%0.28%0.33%Q4 2019Q4 202213
Banque Cantonale Vaudoise 13130.01%0.01%0.01%Q3 2020Q3 202313
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
NORTH STAR ASSET MANAGEMENT INC 12120.02%0.03%0.03%Q1 2019Q4 202112
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.02%0.03%Q4 2018Q3 202112
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
OneDigital Investment Advisors LLC 750.00%0.01%0.02%Q4 2017Q3 202312
Weaver Consulting Group 750.00%0.08%0.18%Q1 2019Q3 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Cresset Asset Management, LLC 12120.03%0.04%0.05%Q3 2019Q2 202212
Kingsview Wealth Management, LLC 710.01%0.02%0.03%Q2 2019Q3 202312
MTM Investment Management, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12120.02%0.03%0.06%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.03%0.03%Q4 2018Q3 202112
Advisory Services Network, LLC 710.00%0.00%0.02%Q3 2016Q1 202312
Geneva Advisors, LLC 11110.01%0.01%0.01%Q4 2014Q2 201711
Private Capital Group, LLC 830.03%0.20%0.32%Q4 2017Q1 202211
FRANKLIN RESOURCES INC 11110.00%0.00%0.00%Q2 2020Q4 202211
ASSETMARK, INC 310.00%0.17%1.37%Q2 2014Q3 202311
WEDBUSH SECURITIES INC 11110.11%0.25%0.31%Q1 2021Q3 202311
Bard Financial Services, Inc. 11110.18%0.20%0.22%Q4 2020Q2 202311
Janney Montgomery Scott LLC 1010.00%0.00%0.01%Q4 2014Q3 202311
AlphaMark Advisors, LLC 11110.00%0.00%0.00%Q2 2015Q4 201711
Townsend & Associates, Inc 10101.15%5.25%16.18%Q2 2020Q3 202210
Intersect Capital LLC 10100.17%0.20%0.27%Q4 2014Q1 201710
MID CONTINENT CAPITAL LLC/IL 10100.03%0.03%0.04%Q2 2013Q3 201510
REGIONS FINANCIAL CORP 10100.00%0.00%0.00%Q4 2016Q1 201910
Merit Financial Group, LLC 10100.08%0.17%0.33%Q2 2021Q3 202310
Core Wealth Advisors, Inc. 10100.00%0.09%0.51%Q4 2020Q1 202310
Belpointe Asset Management LLC 10100.05%0.06%0.07%Q4 2020Q1 202310
GREAT VALLEY ADVISOR GROUP, INC. 10100.02%0.09%0.28%Q2 2021Q3 202310
Cutler Group LLC / CA 550.00%0.01%0.05%Q3 2022Q3 202310
Avondale Wealth Management 10100.07%0.58%1.59%Q2 2021Q3 202310
Global Retirement Partners, LLC 710.01%0.08%0.34%Q2 2017Q3 202310
PENOBSCOT WEALTH MANAGEMENT 10100.18%0.21%0.24%Q2 2021Q3 202310
McClarren Financial Advisors, Inc. 550.02%0.02%0.03%Q1 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
CIBC WORLD MARKET INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.08%0.15%0.23%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Vantage Investment Advisors, LLC 10100.01%0.01%0.01%Q4 2013Q1 201610
Regal Investment Advisors LLC 10100.00%0.01%0.04%Q2 2013Q3 201510
Badgley Phelps Wealth Managers, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Edmonds Duncan Registered Investment Advisors, LLC 990.12%0.12%0.12%Q1 2018Q1 20209
J.W. COLE ADVISORS, INC. 810.04%0.05%0.08%Q2 2021Q3 20239
FOUNDERS FINANCIAL SECURITIES LLC 510.07%0.13%0.23%Q4 2013Q3 20239
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
First Horizon Advisors, Inc. 630.00%0.00%0.00%Q2 2021Q3 20239
Almanack Investment Partners, LLC. 990.02%0.03%0.08%Q3 2020Q3 20229
Lineweaver Wealth Advisors, LLC 990.06%0.09%0.11%Q1 2021Q1 20239
INVESTMENT CENTERS OF AMERICA INC 990.03%0.03%0.04%Q3 2015Q3 20179
Essex LLC 990.08%0.08%0.09%Q3 2021Q3 20239
Timber Hill LLC 510.00%0.06%0.21%Q2 2013Q1 20189
MISSION WEALTH MANAGEMENT, LP 810.04%0.05%0.07%Q2 2015Q3 20179
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 990.02%0.02%0.02%Q3 2021Q3 20239
Private Advisory Group LLC 880.12%0.26%0.48%Q3 2018Q2 20208
Qube Research & Technologies Ltd 620.00%0.00%0.00%Q3 2021Q3 20238
Baldrige Asset Management LLC 880.00%0.00%0.01%Q2 2021Q1 20238
Sowell Financial Services LLC 710.01%0.01%0.04%Q4 2016Q1 20218
FourThought Financial, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
Heritage Investment Group, Inc. 880.12%0.20%0.38%Q4 2021Q3 20238
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
Guidant Wealth Advisors 441.14%1.67%2.67%Q3 2016Q3 20198
Watermark Asset Management, Inc. 881.54%1.62%1.76%Q1 2017Q4 20188
Silver Oak Advisory Group, Inc. 880.19%0.20%0.22%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.03%0.03%0.03%Q4 2021Q3 20238
Carnegie Capital Asset Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Personal Capital Advisors Corp 530.00%0.00%0.00%Q1 2019Q1 20228
Integrity Financial Corp /WA 880.02%0.03%0.08%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
NewEdge Advisors, LLC 610.00%0.01%0.01%Q2 2017Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
FAYEZ SAROFIM & CO 880.00%0.00%0.00%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Perigon Wealth Management, LLC 880.08%0.12%0.15%Q4 2016Q3 20188
Kaydan Wealth Management, Inc. 880.35%0.42%0.48%Q4 2021Q3 20238
EPG Wealth Management LLC 510.01%0.01%0.01%Q1 2020Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.00%0.00%Q2 2013Q1 20158
WADE G W & INC 880.03%0.03%0.04%Q4 2021Q3 20238
First City Capital Management, Inc. 530.02%0.03%0.04%Q1 2014Q1 20168
Sage Investment Advisers LLC 881.59%1.76%2.16%Q4 2021Q3 20238
STERNE AGEE GROUP, INC. 880.33%0.50%0.73%Q2 2013Q1 20158
SCOTIA CAPITAL INC. 880.00%0.01%0.01%Q1 2020Q4 20218
Beaumont Financial Partners, LLC 410.09%0.84%1.71%Q2 2013Q4 20168
SeaCrest Wealth Management, LLC 610.01%0.02%0.02%Q4 2017Q2 20227
Fortitude Advisory Group L.L.C. 430.13%0.21%0.35%Q4 2021Q3 20237
Boulegeris Investments, Inc. 770.14%0.18%0.22%Q3 2014Q1 20167
Jaffetilchin Investment Partners, LLC 430.07%0.08%0.10%Q4 2013Q3 20157
Investors Financial Group, LLC 610.17%0.19%0.20%Q4 2019Q3 20217
Narus Financial Partners, LLC 770.28%0.29%0.32%Q1 2022Q3 20237
Powell Investment Advisors, LLC 770.06%0.08%0.09%Q4 2020Q2 20227
AE Wealth Management LLC 310.00%0.00%0.01%Q2 2021Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.01%Q1 2022Q3 20237
Peachtree Investment Advisors, Inc. 770.61%0.66%0.76%Q4 2013Q2 20157
Allegis Investment Advisors, LLC 770.17%0.36%0.61%Q2 2016Q4 20177
Avestar Capital, LLC 770.01%0.01%0.01%Q4 2017Q2 20197
Integrated Wealth Management 770.01%0.02%0.02%Q1 2015Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.04%0.05%Q2 2013Q4 20147
Efficient Market Advisors, LLC 770.00%0.00%0.00%Q2 2013Q4 20147
VSR Financial Services, Inc. 660.03%0.04%0.05%Q2 2013Q3 20146
STEPHENS INC /AR/ 660.01%0.02%0.02%Q2 2013Q3 20146
AMARILLO NATIONAL BANK 510.06%0.07%0.10%Q3 2018Q3 20216
Gray Wealth Management Inc. 510.10%0.11%0.13%Q1 2021Q2 20236
Westside Investment Management, Inc. 660.00%0.02%0.07%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 660.01%0.01%0.01%Q1 2014Q2 20156
MCF Advisors LLC 510.00%0.00%0.01%Q4 2015Q1 20236
Benchmark Capital Advisors 210.14%0.19%0.36%Q2 2013Q3 20186
FineMark National Bank & Trust 660.01%0.01%0.02%Q3 2015Q4 20166
Foresight Wealth Management, LLC 510.10%0.29%0.48%Q4 2018Q2 20206
Wealthspire Advisors, L.P. 660.00%0.00%0.00%Q4 2017Q1 20196
Mariner, LLC 510.00%0.00%0.00%Q2 2019Q3 20236
MUFG Americas Holdings Corp 420.00%0.00%0.00%Q3 2011Q3 20146
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Hubbell Strickland Wealth Management, LLC 660.13%0.14%0.17%Q2 2022Q3 20236
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Vahanian & Associates Financial Planning Inc. 551.16%1.27%1.44%Q3 2022Q3 20235
Slow Capital, Inc. 550.17%0.19%0.20%Q1 2019Q1 20205
CALTON & ASSOCIATES, INC. 410.00%0.09%0.15%Q4 2017Q1 20225
Wealth & Pension Services Group, Inc. 550.38%0.49%0.78%Q3 2018Q3 20195
Financial Architects, Inc 550.00%0.00%0.00%Q2 2019Q2 20205
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.01%0.03%0.06%Q1 2022Q1 20235
Bank Julius Baer & Co. Ltd, Zurich 550.00%0.00%0.00%Q4 2020Q4 20215
Cambridge Advisors Inc. 550.18%0.18%0.19%Q4 2014Q4 20155
OXFORD FINANCIAL GROUP, LTD. LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Hoover Financial Advisors, Inc. 550.01%0.02%0.02%Q2 2020Q2 20215
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
M&T BANK CORP 550.00%0.00%0.00%Q2 2015Q2 20165
Ausdal Financial Partners, Inc. 410.04%0.20%0.25%Q4 2015Q1 20205
SG Americas Securities, LLC 410.01%0.03%0.04%Q3 2014Q3 20175
Horizon Investments, LLC 210.03%0.04%0.06%Q3 2013Q2 20155
Placemark Investments, Inc. 320.01%0.01%0.02%Q2 2013Q3 20145
First Allied Advisory Services, Inc. 310.00%0.02%0.06%Q4 2015Q3 20195
NVWM, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Tradewinds Capital Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Mayflower Financial Advisors, LLC 550.03%0.03%0.04%Q4 2020Q4 20215
FLOW TRADERS U.S. LLC 210.03%0.07%0.11%Q2 2020Q1 20235
Laffer Tengler Investments, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20234
PRINCIPAL FINANCIAL GROUP INC 440.00%0.00%0.00%Q2 2013Q1 20144
Private Wealth Partners, LLC 310.02%0.02%0.02%Q4 2020Q3 20234
Pinnacle Summer Investments, Inc. 440.00%0.00%0.00%Q4 2013Q3 20144
JOYN Advisors, Inc. 440.00%0.02%0.03%Q1 2018Q4 20184
NATIONAL PLANNING CORP 220.02%0.04%0.10%Q3 2014Q1 20174
Global Trust Asset Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
TCI Wealth Advisors, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
J.P. Turner & Co Capital Mnagement, LLC 440.36%0.54%0.69%Q4 2014Q3 20154
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.07%0.09%0.10%Q4 2022Q3 20234
Gradient Investments LLC 310.00%0.00%0.00%Q1 2018Q3 20224
Visionary Wealth Advisors 440.05%0.16%0.29%Q3 2021Q2 20224
Fiduciary Alliance LLC 440.07%0.07%0.07%Q4 2022Q3 20234
1919 Investment Counsel, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Sandy Cove Advisors, LLC 220.12%0.15%0.19%Q4 2021Q3 20234
BALASA DINVERNO & FOLTZ LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Rehmann Capital Advisory Group 310.00%0.00%0.01%Q1 2018Q1 20194
First Personal Financial Services 440.03%0.03%0.03%Q4 2022Q3 20234
First National Bank of South Miami 440.03%0.03%0.03%Q4 2018Q3 20194
Bangor Savings Bank 440.01%0.01%0.01%Q4 2022Q3 20234
Argentus Capital Management, LLC 220.00%0.00%0.01%Q3 2015Q3 20164
MELFA WEALTH MANAGEMENT, INC. 440.23%0.24%0.26%Q4 2022Q3 20234
Financial Partners Group, Inc 440.06%0.06%0.06%Q4 2022Q3 20234
Pinnacle Private Wealth, LLC 330.50%0.62%0.79%Q4 2021Q2 20223
Garde Capital, Inc. 210.01%0.01%0.01%Q4 2021Q2 20233
Cassaday & Co Wealth Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.01%Q4 2014Q4 20193
COMMUNITY BANK SYSTEM, INC. 330.00%0.00%0.00%Q4 2013Q2 20143
Yoder Wealth Management, Inc. 330.18%0.19%0.19%Q1 2023Q3 20233
Prestige Wealth Management Group LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Capital Directions Investment Advisors, LLC 210.04%0.05%0.06%Q2 2017Q4 20223
Archer Investment Corp 330.00%0.01%0.01%Q1 2022Q3 20223
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20213
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Anchor Investment Management, LLC 330.00%0.01%0.01%Q2 2023Q4 20233
WealthShield Partners, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
High Falls Advisors, Inc 330.01%0.01%0.01%Q4 2015Q2 20163
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2013Q2 20173
Csenge Advisory Group 210.11%0.33%0.44%Q1 2021Q4 20213
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Stratos Wealth Advisors, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q2 2014Q4 20143
East Coast Asset Management, LLC. 330.02%0.02%0.02%Q4 2012Q2 20133
LEGACY FINANCIAL GROUP, INC. 330.11%0.11%0.12%Q1 2023Q3 20233
Renaissance Technologies 210.00%0.00%0.00%Q4 2021Q3 20233
Golden State Wealth Management, LLC 210.00%0.00%0.01%Q1 2019Q1 20203
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Snowden Capital Advisors LLC 210.00%0.01%0.01%Q3 2019Q4 20213
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Dynamic Advisor Solutions LLC 330.06%0.07%0.09%Q1 2018Q3 20183
Madden Advisory Services, Inc. 210.01%0.01%0.01%Q2 2015Q1 20173
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q1 20193
InterOcean Capital Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q4 20192
FNY Investment Advisers, LLC 110.01%0.01%0.02%Q2 2018Q3 20232
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2014Q3 20162
Acorn Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
West Financial Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FIRST NATIONAL CORP /MA/ /ADV 220.03%0.03%0.03%Q4 2018Q1 20192
Aureus Asset Management, LLC 220.05%0.05%0.06%Q3 2016Q4 20162
WEALTHFRONT Corp 220.00%0.00%0.00%Q4 2014Q1 20152
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q3 20182
Wealthstar Advisors, LLC 110.08%0.86%1.65%Q2 2022Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Beacon Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Arbor Wealth Management, LLC 220.04%0.15%0.26%Q4 2018Q1 20192
Larson Financial Group LLC 220.03%0.04%0.04%Q2 2023Q3 20232
CENTRAL BANK & TRUST CO 220.02%0.04%0.06%Q3 2020Q4 20202
WHITTIER TRUST CO 220.00%0.00%0.00%Q4 2020Q1 20212
Meridian Wealth Management, LLC 220.13%0.17%0.21%Q1 2020Q2 20202
Gateway Advisory, LLC 220.08%0.08%0.08%Q1 2017Q2 20172
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
Filbrandt Wealth Management, LLC 110.02%0.09%0.16%Q2 2020Q4 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Apollon Wealth Management, LLC 110.01%0.03%0.04%Q2 2020Q2 20232
Winchester Group Inc. 220.28%0.30%0.31%Q2 2013Q3 20132
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Bison Wealth, LLC 220.02%0.03%0.03%Q1 2022Q2 20222
Western Wealth Management, LLC 220.07%0.07%0.08%Q1 2020Q2 20202
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2018Q3 20212
RITHOLTZ WEALTH MANAGEMENT 220.07%0.07%0.07%Q2 2023Q3 20232
BB&T SECURITIES, LLC 220.01%0.07%0.13%Q4 2018Q1 20192
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2017Q2 20172
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.01%0.01%Q2 2013Q3 20132
HOWE & RUSLING INC 110.00%0.01%0.01%Q1 2014Q3 20222
Upper Left Wealth Management, LLC 220.22%0.23%0.24%Q4 2021Q1 20222
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2013Q1 20162
SEVEN MILE ADVISORY 221.02%1.10%1.18%Q2 2023Q3 20232
Planned Solutions, Inc. 220.13%0.13%0.14%Q1 2023Q2 20232
Members Trust Co 220.01%0.01%0.01%Q2 2023Q3 20232
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q4 2014Q1 20152
Retirement Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Torch Wealth Management LLC 220.02%0.02%0.02%Q1 2014Q2 20142
Aptus Capital Advisors, LLC 220.00%0.00%0.01%Q3 2019Q4 20192
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2017Q4 20212
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Verity Asset Management, Inc. 220.24%0.27%0.29%Q2 2014Q3 20142
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2016Q3 20172
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q1 2016Q4 20182
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q3 20162
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
BAR HARBOR WEALTH MANAGEMENT 110.02%0.03%0.04%Q2 2018Q4 20192
Capital Asset Advisory Services LLC 110.04%0.11%0.18%Q1 2017Q4 20192
Institute for Wealth Management, LLC. 110.03%0.04%0.06%Q2 2019Q4 20192
Equitable Holdings, Inc. 110.00%0.00%0.00%Q4 2021Q3 20232
Cavalier Investments, LLC 220.78%0.80%0.82%Q3 2016Q4 20162
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
ARKANSAS FINANCIAL GROUP, INC. 110.06%0.06%0.06%Q4 2020Q3 20232
U S GLOBAL INVESTORS INC 110.02%0.02%0.02%Q2 2014Q2 20141
FutureAdvisor, Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
Nalls Sherbakoff Group, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q2 20151
DRW Securities, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
BBR PARTNERS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2020Q1 20201
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Pekin Hardy Strauss, Inc. 110.20%0.20%0.20%Q4 2014Q4 20141
Claro Advisors LLC 110.04%0.04%0.04%Q4 2018Q4 20181
FolioMetrix LLC 111.71%1.71%1.71%Q4 2014Q4 20141
Founders Financial Alliance, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Samalin Investment Counsel, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NBT BANK N A /NY 110.08%0.08%0.08%Q1 2016Q1 20161
Divergent Wealth Advisors 110.40%0.40%0.40%Q4 2018Q4 20181
Invesco Ltd. 110.00%0.00%0.00%Q4 2013Q4 20131
Lido Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
ETRADE Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Bluesphere Advisors, LLC 110.31%0.31%0.31%Q4 2022Q4 20221
BADGLEY PHELPS & BELL INC 110.02%0.02%0.02%Q2 2021Q2 20211
Beacon Pointe Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Banco Santander, S.A. 110.02%0.02%0.02%Q4 2016Q4 20161
Wedmont Private Capital 110.03%0.03%0.03%Q1 2023Q1 20231
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Gladstone Institutional Advisory LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strid Group, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Carnick & Kubik, LLC 110.53%0.53%0.53%Q4 2014Q4 20141
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Global Financial Private Capital, Inc 110.07%0.07%0.07%Q1 2019Q1 20191
Trexquant Investment LP 110.02%0.02%0.02%Q1 2020Q1 20201
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
HM PAYSON & CO 110.00%0.00%0.00%Q2 2021Q2 20211
Clearstead Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Campbell Wealth Management 110.04%0.04%0.04%Q3 2023Q3 20231
HHM Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Concert Wealth Management Inc. 110.07%0.07%0.07%Q3 2016Q3 20161
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Covington Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
SYNTAX RESEARCH, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
CT Financial Advisors LLC 110.00%0.00%0.00%Q2 2016Q2 20161
FINANCIAL CONSULATE, INC 111.42%1.42%1.42%Q4 2022Q4 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Balentine LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
One Capital Management, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Apriem Advisors 110.00%0.00%0.00%Q1 2015Q1 20151
Summit X, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
SILVER OAK SECURITIES, INCORPORATED 110.06%0.06%0.06%Q2 2023Q2 20231
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BEAM WEALTH ADVISORS, INC. 111.10%1.10%1.10%Q1 2020Q1 20201
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradewinds, LLC. 110.44%0.44%0.44%Q4 2022Q4 20221
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Kovack Advisors, Inc. 110.13%0.13%0.13%Q2 2017Q2 20171
Laird Norton Wetherby Wealth Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
External links

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