ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.03%0.08%Q4 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.16%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
LEUTHOLD GROUP, LLC 41410.38%1.85%3.52%Q3 2013Q3 202341
Checchi Capital Advisers, LLC 40401.75%3.56%6.86%Q4 2013Q3 202340
Sumitomo Mitsui DS Asset Management Company, Ltd 40400.01%0.05%0.17%Q4 2013Q3 202340
Avior Wealth Management, LLC 39390.00%0.02%0.10%Q1 2014Q3 202339
SUSQUEHANNA INTERNATIONAL GROUP, LLP 820.00%0.00%0.01%Q4 2013Q1 202339
Family Firm, Inc. 36361.52%1.76%2.12%Q4 2014Q3 202336
BANK OF MONTREAL /CAN/ 3220.00%0.00%0.00%Q2 2013Q3 202336
ASSETMARK, INC 3240.00%0.01%0.12%Q2 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
CLEAR INVESTMENT RESEARCH, LLC 35350.12%0.49%1.78%Q1 2015Q3 202335
Cambridge Investment Research Advisors, Inc. 1430.00%0.02%0.13%Q4 2013Q3 202335
Personal Capital Advisors Corp 34340.00%0.60%0.85%Q4 2013Q1 202234
CITIGROUP INC 3220.00%0.00%0.00%Q4 2013Q3 202334
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3120.02%0.13%0.23%Q2 2015Q3 202333
Ameritas Investment Partners, Inc. 33330.00%0.07%0.18%Q4 2014Q4 202233
GREAT WEST LIFE ASSURANCE CO /CAN/ 31310.00%0.02%0.04%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.02%Q4 2015Q3 202331
SYNOVUS FINANCIAL CORP 2810.00%0.02%0.10%Q2 2013Q4 202231
HM PAYSON & CO 1670.01%0.02%0.04%Q2 2013Q1 202330
AMERIPRISE FINANCIAL INC 1810.00%0.00%0.02%Q2 2013Q3 202330
PNC FINANCIAL SERVICES GROUP, INC. 1610.00%0.00%0.00%Q3 2013Q3 202329
Raymond James Financial Services Advisors, Inc. 2270.00%0.01%0.05%Q2 2016Q3 202329
JONES FINANCIAL COMPANIES LLLP 29290.00%0.00%0.01%Q3 2016Q3 202329
Pure Financial Advisors, LLC 1560.01%0.26%1.00%Q1 2016Q4 202328
Creative Planning 1280.00%0.01%0.03%Q2 2013Q3 202328
Steward Partners Investment Advisory, LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
PANAGORA ASSET MANAGEMENT INC 27270.00%0.05%0.08%Q3 2014Q1 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.02%Q2 2013Q4 201927
COMERICA BANK 2310.00%0.02%0.08%Q2 2013Q3 202326
Crossmark Global Holdings, Inc. 2510.02%0.02%0.03%Q3 2016Q3 202326
JANE STREET GROUP, LLC 610.00%0.02%0.07%Q1 2014Q3 202326
Carroll Financial Associates, Inc. 26260.00%0.00%0.10%Q3 2015Q4 202126
PRUDENTIAL FINANCIAL INC 2140.00%0.00%0.01%Q1 2017Q3 202325
Advisory Services Network, LLC 1310.00%0.02%0.16%Q4 2013Q1 202325
FormulaFolio Investments, LLC 2320.01%1.70%6.29%Q1 2015Q2 202125
Tower Research Capital LLC (TRC) 710.00%0.01%0.18%Q2 2013Q2 202324
AXA S.A. 24240.00%0.00%0.01%Q4 2013Q3 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
MACKENZIE FINANCIAL CORP 24240.02%0.04%0.14%Q4 2017Q3 202324
Sigma Planning Corp 2010.01%0.11%0.47%Q4 2014Q4 202124
JPMORGAN CHASE & CO 910.00%0.00%0.01%Q2 2013Q3 202324
Cetera Advisors LLC 24240.01%0.06%0.14%Q1 2015Q4 202024
FDx Advisors, Inc. 1220.21%0.69%1.65%Q2 2013Q2 201923
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2030.00%0.03%0.18%Q1 2016Q3 202323
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21210.18%0.54%0.87%Q4 2014Q4 201921
Pinnacle Advisory Group, Inc. 1830.02%0.07%0.13%Q3 2015Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
HUSSMAN STRATEGIC ADVISORS, INC. 21210.01%0.10%0.60%Q4 2014Q4 201921
Geneos Wealth Management Inc. 20200.00%0.00%0.00%Q1 2016Q4 202020
Larson Financial Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
HL FINANCIAL SERVICES LLC 1320.01%0.02%0.04%Q3 2013Q1 201920
Compagnie Lombard Odier SCmA 20200.11%0.73%1.55%Q4 2015Q3 202020
US BANCORP \DE\ 20200.00%0.00%0.00%Q4 2015Q3 202020
Cetera Advisor Networks LLC 1820.00%0.01%0.04%Q4 2016Q2 202320
Archer Investment Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
Ironwood Financial, llc 1640.01%0.01%0.02%Q4 2014Q4 201920
ALESCO ADVISORS LLC 20200.05%0.16%0.20%Q3 2014Q2 201920
Private Advisor Group, LLC 810.00%0.01%0.04%Q4 2013Q1 202119
Allworth Financial LP 1810.00%0.00%0.01%Q2 2017Q3 202319
ENTERPRISE FINANCIAL SERVICES CORP 19190.02%0.04%0.14%Q4 2016Q2 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Stratos Wealth Partners, LTD. 19190.03%0.04%0.07%Q2 2015Q4 201919
Money Design Co.,Ltd. 18180.14%1.40%2.86%Q2 2019Q3 202318
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1210.00%0.09%0.29%Q2 2013Q2 202018
THOMPSON DAVIS & CO., INC. 18180.00%0.00%0.00%Q4 2013Q1 201818
Broadview Financial Management, LLC 18180.46%0.82%1.59%Q4 2017Q1 202218
Wilshire Advisors LLC 18181.95%5.49%13.70%Q3 2017Q4 202118
Frontier Wealth Management LLC 18180.06%0.34%1.25%Q4 2014Q1 201918
FMR LLC 1510.00%0.00%0.00%Q3 2018Q3 202318
Horan Securities, Inc. 1110.00%0.01%0.01%Q3 2016Q1 202117
JNBA Financial Advisors 17170.00%0.00%0.00%Q4 2018Q4 202217
BAR HARBOR WEALTH MANAGEMENT 17170.03%0.51%0.96%Q1 2013Q1 201717
Global Retirement Partners, LLC 1430.00%0.00%0.00%Q2 2018Q3 202317
Financial Engines Advisors L.L.C. 17170.00%1.18%1.71%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 810.00%0.00%0.01%Q4 2013Q4 202017
Homrich & Berg 1250.01%0.01%0.02%Q1 2017Q3 202117
AE Wealth Management LLC 17170.01%0.02%0.11%Q3 2019Q3 202317
TRUST DEPARTMENT MB FINANCIAL BANK N A 16160.00%0.01%0.04%Q2 2013Q1 201716
VICUS CAPITAL 1420.11%0.51%1.16%Q3 2016Q2 202116
AGF INVESTMENTS INC. 1150.00%0.01%0.02%Q2 2013Q4 201816
CAPSTONE ASSET MANAGEMENT CO 16160.01%0.02%0.02%Q3 2013Q2 201716
STIFEL FINANCIAL CORP 410.00%0.00%0.01%Q1 2014Q1 202316
CIBC WORLD MARKET INC. 880.00%0.00%0.00%Q3 2015Q4 201916
Omega Financial Group, LLC 16160.70%1.36%1.99%Q4 2018Q3 202216
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q4 2015Q2 202216
UBS ASSET MANAGEMENT AMERICAS INC 1510.00%0.00%0.01%Q2 2013Q3 202216
FIFTH THIRD BANCORP 650.00%0.00%0.01%Q2 2013Q3 201716
NEXT Financial Group, Inc 1110.00%0.03%0.04%Q3 2014Q4 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.02%Q1 2020Q3 202315
Gradient Investments LLC 1410.00%0.00%0.00%Q2 2017Q1 202315
DUBUQUE BANK & TRUST CO 1230.00%0.00%0.00%Q1 2014Q1 201815
OneDigital Investment Advisors LLC 810.01%0.06%0.14%Q2 2017Q2 202115
MSI Financial Services Inc 15150.00%0.03%0.16%Q2 2013Q4 201615
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1020.00%0.07%0.19%Q2 2013Q2 201815
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
LifePlan Financial Group, Inc 1140.01%0.43%3.23%Q2 2016Q3 202015
Wealthspire Advisors, L.P. 1410.00%0.01%0.01%Q4 2015Q3 202015
Gradient Capital Advisors, LLC 15150.09%0.15%0.20%Q3 2018Q1 202215
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 710.00%0.00%0.00%Q4 2019Q3 202314
Renaissance Technologies 730.00%0.00%0.00%Q1 2018Q2 202214
Rehmann Capital Advisory Group 1110.02%0.27%0.61%Q3 2015Q2 201914
Qube Research & Technologies Ltd 1020.00%0.02%0.17%Q4 2019Q3 202314
Virtu KCG Holdings LLC 14140.01%0.04%0.27%Q3 2013Q4 201614
RFG Advisory, LLC 14140.02%0.05%0.06%Q1 2019Q2 202214
KANALY TRUST CO 14140.15%0.18%0.32%Q2 2013Q3 201614
Commonwealth Equity Services, Inc 14140.00%0.01%0.03%Q2 2014Q3 201714
Cordasco Financial Network 14140.02%0.26%0.89%Q4 2013Q1 201714
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1310.00%0.02%0.03%Q3 2018Q1 202314
OPTIMUM INVESTMENT ADVISORS 770.00%0.00%0.01%Q3 2013Q3 201914
SWS Partners 510.08%0.15%0.22%Q4 2017Q3 202314
HighTower Advisors, LLC 1010.00%0.00%0.01%Q2 2013Q1 202313
Garde Capital, Inc. 13130.12%1.22%2.81%Q2 2014Q2 201713
MML INVESTORS SERVICES, LLC 510.00%0.00%0.01%Q2 2017Q1 202313
HBK Sorce Advisory LLC 13130.04%0.07%0.10%Q1 2016Q1 201913
BlackRock Investment Management, LLC 13130.00%0.00%0.01%Q4 2013Q4 201613
FORESTERS ASSET MANAGEMENT INC. 13130.03%0.05%0.06%Q2 2016Q2 201913
TWIN CAPITAL MANAGEMENT INC 13130.22%0.32%0.45%Q3 2017Q3 202013
Bank Julius Baer & Co. Ltd, Zurich 850.00%0.01%0.03%Q2 2020Q3 202313
ALERUS FINANCIAL NA 12120.04%0.04%0.05%Q2 2016Q1 201912
WFG Advisors, LP 750.00%0.00%0.00%Q1 2014Q2 201712
I.G. INVESTMENT MANAGEMENT, LTD. 12120.00%0.04%0.08%Q3 2014Q2 201712
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q1 2020Q4 202212
SCOTIA CAPITAL INC. 12120.00%0.00%0.01%Q2 2020Q1 202312
Inscription Capital, LLC 931.14%3.04%4.30%Q3 2020Q3 202312
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q4 2015Q3 202312
Bison Wealth, LLC 1010.01%0.05%0.13%Q1 2015Q1 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Cutler Group LLC / CA 410.00%0.00%0.01%Q3 2016Q1 201812
Alerus Investment Advisors Corp 12120.00%0.01%0.05%Q2 2013Q1 201612
NewEdge Advisors, LLC 510.00%0.06%0.33%Q2 2016Q4 202212
Patten Group, Inc. 11110.00%0.00%0.01%Q2 2016Q4 201811
FRANKLIN RESOURCES INC 740.00%0.00%0.00%Q1 2020Q3 202311
Mariner, LLC 910.00%0.01%0.03%Q4 2013Q3 202311
Parallel Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 202311
Perella Weinberg Partners Capital Management LP 11110.11%1.54%6.48%Q1 2021Q3 202311
American Portfolios Advisors 11110.00%0.00%0.00%Q1 2020Q3 202211
HARBOUR INVESTMENTS, INC. 640.00%0.05%0.10%Q1 2021Q3 202310
Twele Capital Management, Inc. 10100.19%0.23%0.25%Q2 2013Q3 201510
Voya Financial Advisors, Inc. 10101.91%2.61%4.72%Q4 2017Q1 202010
Allianz Asset Management GmbH 410.00%0.01%0.03%Q2 2016Q3 202110
Kingfisher Capital LLC 910.02%1.51%2.34%Q2 2013Q4 201510
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q3 2016Q1 20199
GOLDMAN SACHS GROUP INC 510.00%0.00%0.00%Q2 2014Q2 20229
Capital Asset Advisory Services LLC 810.00%0.03%0.27%Q2 2016Q3 20219
FCA CORP /TX 991.94%2.16%2.30%Q2 2013Q2 20159
Euro Pacific Asset Management, LLC 990.11%0.22%0.41%Q3 2021Q3 20239
Orion Portfolio Solutions, LLC 990.01%0.02%0.04%Q4 2019Q4 20219
Windham Capital Management, LLC 990.02%0.03%0.06%Q4 2014Q4 20169
Citadel Advisors 210.00%0.00%0.01%Q1 2015Q3 20238
B. Riley Wealth Advisors, Inc. 880.01%0.02%0.03%Q1 2020Q4 20218
Cribstone Capital Management, LLC 710.00%0.20%1.55%Q4 2015Q4 20178
Bluefin Trading, LLC 210.02%0.13%0.36%Q2 2013Q4 20178
BB&T SECURITIES, LLC 310.01%0.04%0.10%Q4 2013Q4 20188
FLOW TRADERS U.S. LLC 410.02%0.13%0.38%Q3 2018Q3 20228
First Allied Advisory Services, Inc. 210.00%0.06%0.23%Q4 2013Q3 20198
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Prospera Financial Services Inc 610.00%0.11%0.28%Q3 2013Q1 20228
Charles Schwab Investment Advisory, Inc. 710.00%0.01%0.01%Q1 2016Q1 20188
BENJAMIN F. EDWARDS & COMPANY, INC. 210.00%0.00%0.00%Q2 2013Q3 20228
Topel & Distasi Wealth Management, LLC 880.69%1.49%1.91%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
Capital Advisors, Ltd. LLC 880.01%0.01%0.02%Q4 2013Q3 20158
Tarbox Family Office, Inc. 880.00%0.01%0.01%Q2 2020Q1 20228
Oakworth Capital, Inc. 880.00%0.00%0.00%Q4 2015Q3 20178
Independent Portfolio Consultants, Inc. 880.07%0.09%0.12%Q1 2014Q4 20158
Allspring Global Investments Holdings, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
IFC Holdings Incorporated/FL 880.02%0.03%0.04%Q3 2015Q2 20178
BNP PARIBAS FINANCIAL MARKETS 880.00%0.00%0.00%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.03%0.04%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
Financial Advisors Network, Inc. 431.61%1.73%1.85%Q2 2017Q4 20217
Brookstone Capital Management 430.01%0.39%0.93%Q3 2017Q1 20227
TRUST CO OF VERMONT 410.00%0.00%0.00%Q2 2013Q4 20217
Beacon Pointe Advisors, LLC 770.02%0.03%0.05%Q2 2020Q4 20217
Professional Financial Advisors, LLC 770.00%0.01%0.01%Q3 2020Q1 20227
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
Morningstar Investment Services LLC 770.01%0.02%0.02%Q3 2021Q1 20237
Capital Analysts, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
COLONY GROUP LLC 770.04%0.07%0.12%Q3 2014Q1 20167
Simplicity Solutions, LLC 610.01%0.04%0.18%Q4 2016Q4 20207
DMC Group, LLC 770.22%1.09%2.10%Q4 2021Q2 20237
STERLING INVESTMENT ADVISORS LLC /ADV 772.82%2.97%3.13%Q4 2014Q2 20167
WBI INVESTMENTS, LLC 310.05%1.14%2.78%Q3 2015Q1 20197
Hudock, Inc. 610.00%0.69%1.70%Q3 2014Q1 20217
Placemark Investments, Inc. 770.02%0.05%0.10%Q2 2013Q4 20147
Upper Left Wealth Management, LLC 610.21%0.45%0.78%Q4 2021Q3 20237
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q4 2016Q1 20237
HB Wealth Management, LLC 330.00%0.00%0.01%Q4 2021Q2 20236
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Crabel Capital Management, LLC 510.11%0.50%1.21%Q4 2017Q1 20236
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q2 2013Q3 20236
QS Investors, LLC 660.02%0.08%0.17%Q4 2014Q1 20166
Dynamic Advisor Solutions LLC 660.02%0.03%0.05%Q4 2019Q1 20216
Csenge Advisory Group 410.02%0.05%0.07%Q3 2018Q4 20216
Aptus Capital Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 660.96%1.27%1.46%Q2 2013Q3 20146
AllSquare Wealth Management LLC 660.01%0.04%0.10%Q4 2014Q1 20166
Sage Advisory Services, Ltd.Co. 661.35%4.87%6.11%Q4 2017Q1 20196
Legacy Private Trust Co. 420.02%0.11%0.28%Q2 2016Q1 20186
Advisory Alpha, LLC 410.00%0.01%0.02%Q4 2016Q3 20186
Mizuho Asset Management Co.,Ltd. 660.00%0.01%0.03%Q3 2013Q4 20146
Advisors Asset Management, Inc. 660.00%0.00%0.00%Q1 2019Q2 20206
SEI INVESTMENTS CO 510.00%0.00%0.00%Q4 2015Q2 20186
SigFig Wealth Management, LLC 510.54%1.46%1.80%Q4 2017Q2 20196
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Disciplined Investments, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q2 2022Q3 20236
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q2 2022Q3 20236
Wealthspire Advisors, LLC 510.00%0.01%0.01%Q4 2018Q4 20216
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q4 2020Q4 20215
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
EXENCIAL WEALTH ADVISORS, LLC 410.01%0.02%0.02%Q3 2020Q4 20215
Anchor Investment Management, LLC 550.00%0.01%0.02%Q3 2017Q3 20185
SIGNATUREFD, LLC 320.00%0.00%0.00%Q1 2015Q3 20185
MERCER GLOBAL ADVISORS INC /ADV 550.01%0.01%0.02%Q1 2019Q1 20205
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Sunbelt Securities, Inc. 320.01%0.03%0.06%Q1 2022Q3 20235
Polaris Wealth Advisory Group, LLC 550.18%0.21%0.22%Q3 2022Q3 20235
Atria Investments, Inc 550.02%0.04%0.10%Q4 2013Q4 20145
Apollon Wealth Management, LLC 410.06%0.55%0.72%Q1 2019Q2 20205
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.02%Q4 2016Q4 20175
WEDBUSH SECURITIES INC 320.03%0.04%0.05%Q1 2019Q4 20205
Estate Counselors, LLC 210.11%1.16%1.64%Q4 2014Q2 20185
Ameritas Investment Company, LLC 410.00%0.07%0.35%Q2 2019Q1 20215
Ellevest, Inc. 410.00%0.00%0.00%Q1 2019Q1 20215
Covestor Ltd 550.00%0.01%0.01%Q3 2022Q3 20235
VISTA CAPITAL PARTNERS, INC. 310.11%0.19%0.37%Q1 2021Q2 20235
Element Wealth, LLC 550.03%0.03%0.04%Q1 2021Q1 20225
Keel Point, LLC 550.19%0.32%0.59%Q3 2020Q3 20215
Newbridge Financial Services Group, Inc. 550.00%0.01%0.01%Q1 2021Q1 20225
MinichMacGregor Wealth Management, LLC 320.00%0.00%0.00%Q2 2016Q3 20185
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
First Financial Bank - Trust Division 550.07%0.09%0.15%Q4 2022Q4 20235
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Sensible Financial Planning & Management, LLC. 550.09%0.10%0.10%Q3 2022Q3 20235
Chandler Asset Management, Inc. 310.00%0.43%0.96%Q4 2017Q3 20224
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.04%0.10%0.13%Q4 2022Q3 20234
Sovereign Financial Group, Inc. 440.10%0.14%0.20%Q4 2022Q3 20234
Royal Fund Management, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
GLENMEDE TRUST CO NA 440.00%0.00%0.00%Q1 2015Q4 20154
CALTON & ASSOCIATES, INC. 310.00%0.09%0.12%Q4 2017Q4 20184
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q4 20224
Wealthcare Advisory Partners LLC 210.00%0.00%0.00%Q4 2017Q1 20214
Phoenix Wealth Advisors 440.00%0.01%0.04%Q4 2020Q3 20214
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q2 2014Q2 20214
Vantage Investment Advisors, LLC 440.00%0.00%0.01%Q2 2016Q1 20174
COMERICA SECURITIES INC 440.42%0.46%0.49%Q1 2018Q4 20184
Realta Investment Advisors 210.00%0.00%0.02%Q1 2019Q2 20234
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2018Q1 20214
Beaumont Financial Partners, LLC 440.14%0.63%1.34%Q4 2013Q3 20144
CAPE COD FIVE CENTS SAVINGS BANK 440.05%0.07%0.09%Q4 2013Q3 20144
Hanlon Investment Management, Inc. 440.20%0.27%0.35%Q1 2019Q4 20194
Prime Capital Investment Advisors, LLC 210.00%0.01%0.01%Q1 2020Q2 20234
ADE, LLC 440.03%0.27%1.00%Q4 2020Q3 20214
FutureAdvisor, Inc. 442.62%3.18%3.80%Q4 2014Q3 20154
Goodwin Investment Advisory 440.02%0.02%0.03%Q4 2020Q3 20214
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
Horizon Investments, LLC 210.05%0.50%0.72%Q1 2014Q1 20184
FolioMetrix LLC 330.02%0.04%0.07%Q4 2014Q2 20153
FIRST NATIONAL CORP /MA/ /ADV 330.05%0.05%0.05%Q4 2022Q2 20233
FIRST MANHATTAN CO. LLC. 210.00%0.00%0.00%Q1 2016Q1 20223
SALEM INVESTMENT COUNSELORS INC 210.00%0.00%0.00%Q2 2020Q1 20213
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Investors Research Corp 330.00%0.00%0.00%Q4 2019Q2 20203
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
Winslow, Evans & Crocker, Inc. 330.01%0.01%0.02%Q4 2017Q2 20183
North Ridge Wealth Advisors, Inc. 332.82%3.21%3.42%Q1 2023Q3 20233
New England Private Wealth Advisors LLC 330.04%0.05%0.06%Q4 2021Q2 20223
Bank of New York Mellon Corp 210.00%0.00%0.00%Q2 2013Q2 20173
AlphaQ Advisors LLC 330.84%1.30%1.80%Q1 2023Q3 20233
Argentus Capital Management, LLC 330.00%0.02%0.04%Q1 2016Q3 20163
Ledyard National Bank 330.00%0.00%0.00%Q1 2017Q3 20173
TWO SIGMA SECURITIES, LLC 110.00%0.15%0.44%Q3 2015Q2 20203
VALLEY NATIONAL ADVISERS INC 330.00%0.00%0.00%Q1 2020Q3 20203
MKD WEALTH COACHES, LLC 330.59%0.81%1.00%Q4 2019Q2 20203
MATRIX PRIVATE CAPITAL GROUP LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Opes Advisors Inc 330.14%0.18%0.23%Q4 2016Q2 20173
Hayden Royal, LLC 330.59%1.07%1.46%Q3 2019Q1 20203
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
Moors & Cabot, Inc. 330.03%0.04%0.04%Q1 2023Q3 20233
Empirical Asset Management, LLC 330.72%0.75%0.78%Q1 2023Q3 20233
Insight Wealth Strategies, LLC 210.52%0.57%0.60%Q3 2019Q4 20203
ONE PLUS ONE WEALTH MANAGEMENT, LLC 330.55%0.76%0.94%Q1 2023Q3 20233
Integrated Investment Consultants, LLC 330.00%0.03%0.04%Q1 2016Q3 20163
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
COMERICA SECURITIES,INC. 330.21%0.33%0.40%Q1 2019Q3 20193
Dunhill Financial, LLC 221.99%2.02%2.05%Q2 2023Q3 20232
Faithward Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PARK AVENUE SECURITIES LLC 220.01%0.02%0.03%Q2 2022Q3 20222
Counsel Portfolio Services Inc. 220.09%0.12%0.16%Q1 2016Q2 20162
Cetera Investment Advisers 220.00%0.00%0.00%Q2 2023Q3 20232
Research Affiliates, LLC 223.91%3.98%4.06%Q2 2013Q3 20132
AVALON CAPITAL MANAGEMENT 221.40%1.46%1.52%Q1 2014Q2 20142
GREAT VALLEY ADVISOR GROUP, INC. 220.02%0.02%0.02%Q1 2021Q2 20212
Essex Financial Services, Inc. 220.15%0.18%0.22%Q2 2013Q3 20132
Baird Financial Group, Inc. 110.00%0.01%0.01%Q2 2019Q1 20232
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q1 2020Q2 20202
Columbus Macro, LLC 220.27%0.27%0.27%Q2 2023Q3 20232
First Allied Asset Management, Inc. 220.43%0.44%0.44%Q4 2013Q1 20142
Financial Architects, Inc 220.00%0.00%0.00%Q1 2017Q2 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q3 2018Q4 20182
Sowell Financial Services LLC 220.01%0.01%0.01%Q4 2020Q1 20212
FinTrust Investment Advisory Services, LLC 221.35%1.37%1.39%Q2 2013Q3 20132
People's United Financial, Inc. 220.00%0.00%0.00%Q3 2013Q4 20132
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2021Q4 20212
Ferguson Shapiro LLC 221.81%1.89%1.97%Q1 2021Q2 20212
USA FINANCIAL FORMULAS 220.72%0.92%1.12%Q2 2016Q3 20162
M&T BANK CORP 220.00%0.00%0.00%Q4 2016Q1 20172
Baker Avenue Asset Management, LP 220.72%0.74%0.75%Q2 2016Q3 20162
Procyon Advisors, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Biondo Investment Advisors, LLC 220.20%0.20%0.21%Q1 2014Q2 20142
Well Done, LLC 220.06%0.06%0.06%Q3 2018Q4 20182
HC FINANCIAL ADVISORS INC 220.00%0.00%0.00%Q1 2021Q2 20212
Allegis Investment Advisors, LLC 220.05%0.06%0.06%Q2 2017Q3 20172
OLD MISSION CAPITAL LLC 110.02%0.07%0.12%Q2 2020Q3 20232
CENTAURUS FINANCIAL, INC. 110.11%0.12%0.14%Q4 2020Q2 20212
Equitable Holdings, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
Clearview Wealth Advisors LLC 220.01%1.16%2.31%Q1 2023Q2 20232
ESL Trust Services, LLC 221.60%1.71%1.82%Q4 2019Q1 20202
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
Lattice Strategies LLC 220.11%0.18%0.24%Q2 2013Q3 20132
Virtue Capital Management, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
FOUNDERS FINANCIAL SECURITIES LLC 110.18%0.24%0.29%Q2 2016Q1 20182
American Financial Network Advisory Services LLC 110.00%1.65%3.30%Q3 2017Q1 20182
Janney Montgomery Scott LLC 110.00%0.01%0.01%Q1 2016Q3 20162
Intercontinental Wealth Advisors, LLC 220.30%0.39%0.48%Q2 2017Q3 20172
Mirae Asset Global Investments Co., Ltd. 220.01%0.04%0.07%Q3 2017Q4 20172
Long Wharf Investors, Inc. 220.34%0.35%0.36%Q1 2014Q2 20142
Sargent Bickham Lagudis LLC 110.29%0.31%0.33%Q3 2017Q1 20182
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q2 2018Q4 20182
Jane Street Holding, LLC 110.05%0.06%0.06%Q2 2013Q4 20132
Freestone Capital Holdings, LLC 220.15%0.17%0.18%Q3 2016Q4 20162
Pflug Koory, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ProVise Management Group, LLC 220.03%0.08%0.13%Q1 2023Q2 20232
BRIGHTON JONES LLC 220.01%0.01%0.01%Q3 2020Q4 20202
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
RHS Financial, LLC 220.27%0.29%0.30%Q3 2020Q4 20202
Itau Unibanco Holding S.A. 223.11%3.24%3.36%Q2 2016Q3 20162
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2014Q3 20141
Itau USA Asset Management Inc. 113.98%3.98%3.98%Q1 2016Q1 20161
ATWOOD & PALMER INC 110.01%0.01%0.01%Q2 2014Q2 20141
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Center for Financial Planning, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
Investors Capital Advisory Services 110.36%0.36%0.36%Q4 2015Q4 20151
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Synergy Asset Management, LLC 112.43%2.43%2.43%Q1 2023Q1 20231
AFAM CAPITAL, INC. 110.59%0.59%0.59%Q4 2017Q4 20171
Sound Income Strategies, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Verition Fund Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Legacy Financial Advisors, Inc. 110.06%0.06%0.06%Q1 2018Q1 20181
Baltimore-Washington Financial Advisors, Inc. 110.05%0.05%0.05%Q1 2022Q1 20221
WBH ADVISORY INC 110.03%0.03%0.03%Q1 2023Q1 20231
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Gateway Advisory, LLC 110.09%0.09%0.09%Q2 2016Q2 20161
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2013Q3 20131
Virtu Financial LLC 110.01%0.01%0.01%Q2 2018Q2 20181
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Sandy Spring Bank 110.00%0.00%0.00%Q3 2022Q3 20221
Ruggie Capital Group 110.04%0.04%0.04%Q2 2016Q2 20161
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
STEPH & CO 110.02%0.02%0.02%Q1 2020Q1 20201
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Opes Wealth Management LLC 110.25%0.25%0.25%Q2 2022Q2 20221
Column Capital Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Aries Wealth Management 111.99%1.99%1.99%Q1 2022Q1 20221
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Total Clarity Wealth Management, Inc. 110.32%0.32%0.32%Q1 2021Q1 20211
VALENTINE VENTURES LLC 110.72%0.72%0.72%Q4 2015Q4 20151
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2015Q3 20151
DCM Advisors, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
AVIANCE CAPITAL MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2013Q2 20131
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cavalier Investments, LLC 110.42%0.42%0.42%Q1 2016Q1 20161
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Family Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
GREENUP STREET WEALTH MANAGEMENT LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Private Capital Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Sterling Global Strategies LLC 110.11%0.11%0.11%Q4 2018Q4 20181
MD Financial Management Inc. 110.85%0.85%0.85%Q2 2019Q2 20191
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2021Q4 20211
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
AlphaStar Capital Management, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
TCTC Holdings, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NIEMANN CAPITAL MANAGEMENT INC 112.45%2.45%2.45%Q1 2016Q1 20161
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Avion Wealth 110.00%0.00%0.00%Q2 2021Q2 20211
Cordatus Wealth Management LLC 111.21%1.21%1.21%Q2 2019Q2 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
DAVENPORT & Co LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2019Q4 20191
JOYN Advisors, Inc. 110.17%0.17%0.17%Q4 2013Q4 20131
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Covington Capital Management 110.01%0.01%0.01%Q4 2020Q4 20201
Freedom Investment Management, Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.35%0.35%0.35%Q4 2022Q4 20221
GSB Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Concert Wealth Management Inc. 110.05%0.05%0.05%Q3 2016Q3 20161
MYCIO WEALTH PARTNERS, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
STOCK YARDS BANK & TRUST CO 110.03%0.03%0.03%Q4 2015Q4 20151
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2016Q2 20161
OmniStar Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2018Q3 20181
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PRUDENTIAL PLC 110.01%0.01%0.01%Q4 2020Q4 20201
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2020Q3 20201
NewSquare Capital LLC 110.01%0.01%0.01%Q4 2013Q4 20131
VSR Financial Services, Inc. 110.07%0.07%0.07%Q2 2016Q2 20161
SCHRODER INVESTMENT MANAGEMENT GROUP 110.01%0.01%0.01%Q2 2014Q2 20141
NBT BANK N A /NY 110.14%0.14%0.14%Q1 2016Q1 20161
MILESTONE ASSET MANAGEMENT, LLC 112.76%2.76%2.76%Q1 2023Q1 20231
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2016Q3 20161
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Private Advisory Group LLC 110.25%0.25%0.25%Q3 2019Q3 20191
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Strategic Advocates LLC 110.16%0.16%0.16%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.38%0.38%0.38%Q2 2013Q2 20131
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
PFS INVESTMENTS INC. 110.40%0.40%0.40%Q1 2018Q1 20181
Strid Group, LLC 114.85%4.85%4.85%Q2 2016Q2 20161
Private Ocean, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Claybrook Capital, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Birchcreek Wealth Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
External links

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