ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 45450.00%0.00%0.00%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.01%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
Evanson Asset Management, LLC 41410.04%0.22%0.81%Q4 2013Q4 202341
Courage Miller Partners, LLC 41410.17%0.28%0.40%Q2 2013Q2 202341
JANE STREET GROUP, LLC 3230.00%0.02%0.09%Q1 2014Q2 202440
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
KEYBANK NATIONAL ASSOCIATION/OH 34340.00%0.00%0.01%Q4 2012Q1 202134
TRUST CO OF VERMONT 30300.00%0.00%0.00%Q4 2013Q1 202130
Crossmark Global Holdings, Inc. 2810.01%0.02%0.02%Q3 2016Q2 202429
Avior Wealth Management, LLC 29290.00%0.00%0.01%Q1 2016Q1 202329
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q2 202428
Family Firm, Inc. 27270.13%0.31%0.44%Q4 2017Q2 202427
Regal Investment Advisors LLC 26260.14%0.34%1.13%Q3 2013Q4 201926
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
Parallel Advisors, LLC 24240.00%0.00%0.00%Q4 2016Q3 202224
LPL Financial LLC 1510.00%0.01%0.03%Q2 2013Q2 202422
HUSSMAN STRATEGIC ADVISORS, INC. 21210.01%0.06%0.34%Q4 2014Q4 201921
Tower Research Capital LLC (TRC) 1110.00%0.00%0.01%Q2 2013Q4 201920
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
WealthShield Partners, LLC 1220.00%0.06%0.27%Q4 2017Q1 202419
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
ENVESTNET ASSET MANAGEMENT INC 1270.00%0.00%0.02%Q2 2013Q2 201819
Bluefin Trading, LLC 1610.02%0.15%0.43%Q2 2013Q2 201819
AE Wealth Management LLC 18180.01%0.02%0.03%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 17170.00%0.00%0.00%Q1 2020Q1 202417
Commonwealth Equity Services, Inc 1520.00%0.02%0.04%Q2 2013Q3 201717
Archer Investment Corp 1070.00%0.00%0.00%Q4 2018Q1 202317
BALDWIN WEALTH PARTNERS LLC/MA 17170.00%0.00%0.00%Q1 2018Q1 202217
Creative Planning 810.00%0.00%0.01%Q2 2013Q2 202217
CAPSTONE ASSET MANAGEMENT CO 16160.01%0.01%0.02%Q3 2013Q2 201716
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Lehman & Derafelo Financial Resources LLC 1220.00%0.00%0.00%Q4 2018Q3 202214
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2013Q3 201614
IFP Advisors, Inc 820.00%0.00%0.01%Q4 2015Q2 202114
Morningstar Investment Services LLC 14140.05%0.78%1.22%Q3 2013Q4 201614
KANALY TRUST CO 14140.31%0.58%1.36%Q2 2013Q3 201614
WFG Advisors, LP 14140.00%0.00%0.00%Q1 2014Q2 201714
Checchi Capital Advisers, LLC 1210.03%0.81%1.52%Q3 2015Q2 202413
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.01%0.01%Q2 2013Q2 201613
People's United Financial, Inc. 13130.01%0.03%0.04%Q4 2016Q4 201913
MSI Financial Services Inc 850.00%0.00%0.01%Q2 2013Q4 201613
Gerstein Fisher 12120.18%0.80%2.66%Q4 2013Q3 201612
FLOW TRADERS U.S. LLC 410.01%0.02%0.08%Q1 2020Q2 202411
COMMONWEALTH EQUITY SERVICES, LLC 920.00%0.00%0.00%Q4 2017Q1 202111
BARCLAYS PLC 11110.00%0.00%0.00%Q2 2016Q4 201811
Patriot Financial Group Insurance Agency, LLC 11110.00%0.01%0.01%Q4 2016Q2 201911
First Horizon Advisors, Inc. 11110.00%0.03%0.10%Q1 2012Q3 201411
GOLDMAN SACHS GROUP INC 420.00%0.00%0.00%Q1 2012Q2 201610
Twele Capital Management, Inc. 10100.13%0.15%0.18%Q2 2013Q3 201510
Brookstone Capital Management 10100.05%0.16%0.26%Q4 2013Q1 201610
Lehman Financial Resources, Inc. 10100.00%0.00%0.00%Q2 2013Q3 201510
Virtu KCG Holdings LLC 510.00%0.03%0.07%Q4 2013Q2 201710
FCA CORP /TX 10101.10%1.44%1.68%Q2 2013Q3 201510
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q4 2014Q2 20249
Citadel Advisors 310.00%0.00%0.00%Q4 2018Q2 20249
McLean Asset Management Corp 990.11%0.53%0.84%Q2 2022Q2 20249
Brinker Capital Investments, LLC 990.02%0.02%0.02%Q2 2013Q2 20159
Bank Julius Baer & Co. Ltd, Zurich 990.04%0.06%0.09%Q2 2020Q2 20229
WISCONSIN CAPITAL MANAGEMENT LLC 990.08%0.17%0.28%Q3 2020Q3 20229
MANUFACTURERS LIFE INSURANCE COMPANY, THE 530.00%0.00%0.00%Q2 2016Q2 20188
NewEdge Advisors, LLC 410.00%0.11%0.34%Q2 2017Q3 20238
WHITTIER TRUST CO 880.00%0.00%0.01%Q4 2016Q3 20188
US BANCORP \DE\ 710.00%0.00%0.00%Q2 2013Q2 20168
CITIGROUP INC 880.00%0.00%0.00%Q2 2013Q1 20158
Capital Analysts, LLC 770.00%0.00%0.00%Q4 2012Q2 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
AMERICAN INTERNATIONAL GROUP, INC. 770.00%0.00%0.00%Q3 2014Q1 20167
Miracle Mile Advisors, LLC 770.20%0.22%0.24%Q4 2022Q2 20247
Jackson Creek Investment Advisors LLC 770.22%0.24%0.25%Q4 2022Q2 20247
ADE, LLC 662.44%2.84%3.10%Q4 2022Q1 20246
AMERIPRISE FINANCIAL INC 660.00%0.00%0.00%Q2 2013Q3 20146
Karp Capital Management Corp 660.17%0.49%0.78%Q2 2021Q3 20226
Maxim Capital Management LLC 660.25%1.49%3.62%Q4 2018Q1 20206
Winslow, Evans & Crocker, Inc. 420.00%0.00%0.01%Q4 2013Q1 20166
Wedmont Private Capital 660.04%0.06%0.08%Q3 2022Q4 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
JAMES INVESTMENT RESEARCH, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
OneDigital Investment Advisors LLC 410.00%0.00%0.00%Q2 2017Q3 20185
PARK NATIONAL CORP /OH/ 550.02%0.02%0.02%Q2 2013Q2 20145
Bulltick Wealth Management, LLC 550.52%0.59%0.75%Q2 2023Q2 20245
D.A. DAVIDSON & CO. 550.00%0.00%0.00%Q2 2015Q2 20165
Asset Dedication, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
COLDSTREAM CAPITAL MANAGEMENT INC 440.03%0.03%0.04%Q1 2017Q4 20174
HM PAYSON & CO 440.02%0.02%0.02%Q2 2013Q1 20144
Full Sail Capital, LLC 440.15%0.25%0.32%Q1 2019Q4 20194
Simplicity Solutions, LLC 440.02%0.02%0.02%Q1 2020Q4 20204
Private Advisor Group, LLC 440.01%0.01%0.02%Q3 2014Q2 20154
Cambridge Investment Research Advisors, Inc. 440.01%0.01%0.01%Q3 2015Q2 20164
Beaumont Financial Partners, LLC 310.01%0.02%0.03%Q2 2013Q2 20144
Rehmann Capital Advisory Group 310.00%0.00%0.00%Q1 2018Q1 20194
BUCKINGHAM STRATEGIC WEALTH, LLC 440.16%0.17%0.18%Q2 2013Q1 20144
ORG Partners LLC 310.00%0.00%0.00%Q2 2023Q2 20244
LVZ, Inc. 442.55%2.76%2.91%Q4 2013Q3 20144
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Beaird Harris Wealth Management, LLC 330.04%0.11%0.22%Q4 2021Q2 20223
Aris Wealth Services, Inc. 330.03%0.04%0.06%Q1 2015Q3 20153
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q2 2013Q3 20183
TOCQUEVILLE ASSET MANAGEMENT L.P. 330.04%0.04%0.04%Q2 2022Q4 20223
Antonetti Capital Management LLC 330.07%0.10%0.14%Q1 2014Q3 20143
TD Capital Management LLC 330.09%0.63%1.08%Q3 2014Q1 20153
Citizens Business Bank 330.17%0.28%0.33%Q1 2014Q3 20143
OPPENHEIMER & CO INC 330.01%0.01%0.01%Q2 2013Q4 20133
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.02%0.02%0.02%Q2 2013Q1 20143
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Jane Street Holding, LLC 330.02%0.02%0.02%Q2 2013Q4 20133
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
SALEM INVESTMENT COUNSELORS INC 330.03%0.11%0.16%Q2 2013Q4 20133
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q2 2018Q4 20183
Virtu Financial LLC 330.09%0.11%0.12%Q3 2017Q1 20183
East Coast Asset Management, LLC. 330.00%0.00%0.01%Q4 2012Q2 20133
US FINANCIAL ADVISORS, LLC 220.04%0.04%0.04%Q4 2014Q1 20152
ASSETMARK, INC 110.00%0.00%0.00%Q2 2014Q4 20152
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2013Q1 20152
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Ground Swell Capital, LLC 220.01%0.06%0.10%Q2 2014Q3 20142
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2023Q2 20242
Long Wharf Investors, Inc. 220.34%0.36%0.37%Q1 2014Q2 20142
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
SIGNATUREFD, LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Kistler-Tiffany Companies, LLC 220.00%0.01%0.02%Q2 2014Q3 20142
Veritable, L.P. 220.01%0.01%0.01%Q1 2014Q2 20142
CWM, LLC 110.00%0.01%0.01%Q4 2013Q4 20182
Laird Norton Wetherby Wealth Management, LLC 220.10%0.10%0.11%Q3 2013Q4 20132
St. James Investment Company, LLC 220.04%0.05%0.05%Q1 2019Q2 20192
LAKE STREET ADVISORS GROUP, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q4 2023Q1 20242
Advisory Alpha, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Efficient Advisors, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q1 2013Q2 20132
Towneley Capital Management, Inc / DE 220.10%0.10%0.11%Q4 2023Q1 20242
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q1 2015Q1 20151
WBI INVESTMENTS, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NBT BANK N A /NY 110.04%0.04%0.04%Q1 2016Q1 20161
Retirement Planning Group, LLC 112.64%2.64%2.64%Q2 2013Q2 20131
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2015Q1 20151
Jefferies Group LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Gradient Investments LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2013Q4 20131
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2013Q4 20131
Oak Asset Management, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
KNIGHT CAPITAL GROUP LLC 110.09%0.09%0.09%Q2 2013Q2 20131
RWA WEALTH PARTNERS, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q2 2021Q2 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
NOMURA HOLDINGS INC 110.02%0.02%0.02%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.39%0.39%0.39%Q4 2015Q4 20151
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Shamrock Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Stadion Money Management, LLC 110.07%0.07%0.07%Q3 2015Q3 20151
COLONY GROUP LLC 110.05%0.05%0.05%Q3 2014Q3 20141
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q2 2015Q2 20151
TWO SIGMA SECURITIES, LLC 110.39%0.39%0.39%Q2 2015Q2 20151
Advisory Services Network, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
External links

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